Fund HoldingsDUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$347.44M
Total Bought
$117.45M
Total Sold
$226.04M
Net Transaction
-$108.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF Trust(SPY)61,37260,860-5122931,8349.16%+31,805
Invesco QQQ Trust Series 138,63138,298-3331617,0054.89%+16,989
Invesco S&P 500 Equal Weight E98,03696,942-1,0941516,4194.73%+16,404
Microsoft Corp(MSFT)31,91230,478-1,4341212,8233.69%+12,811
Apple Inc(AAPL)70,94671,622+6761412,2823.53%+12,268
SPDR S&P MidCap 400 ETF Trust(MDY)20,74320,474-2691111,3923.28%+11,381
iShares DJ Select Dividend Ind67,32666,529-79788,1952.36%+8,187
Schwab S&P 500 Index Fund98,17296,820-1,35277,8242.25%+7,817
iShares Russell 2000 Index Fun32,83432,503-33176,8351.97%+6,829
Vanguard High Dividend Yield E47,02746,186-84155,5881.61%+5,583
iShares Russell Microcap Index41,19240,966-22654,9651.43%+4,960
iShares S&P 500 Growth56,80356,766-3744,7931.38%+4,789
iShares S&P Smallcap 600/BARRA36,52136,419-10254,7611.37%+4,757
Amazon.com Inc(AMZN)24,05424,344+29044,3911.26%+4,388
iShares MSCI EAFE Index46,19945,492-70733,6331.05%+3,630
JP Morgan Chase & Co(JPM)17,88117,879-233,5811.03%+3,578
Alphabet Inc Cl A(GOOG)25,00823,063-1,94533,4811.00%+3,477
Energy Select Sector SPDR ETF35,80836,691+88333,4641.00%+3,461
SPDR S&P Dividend ETF26,58526,181-40433,4360.99%+3,433
Communication Services Sector31,41437,546+6,13223,0660.88%+3,064
BlackRock Inc3,6123,659+4733,0510.88%+3,048
BNY Mellon Midcap Index Fund98,73595,722-3,01332,9620.85%+2,959
Alphabet Inc Cl C(GOOG)22,34019,125-3,21532,9120.84%+2,909
Materials Select Sector SPDR E31,03731,218+18132,9000.83%+2,897
iShares S&P Midcap 400 Growth31,43631,587+15122,8820.83%+2,880
AbbVie Inc(ABBV)015,626+15,62602,8450.82%+2,845
Technology Select Sector SPDR013,581+13,58102,8290.81%+2,829
iShares S&P Preferred Stock In086,303+86,30302,7820.80%+2,782
Calamos Convertible & High Inc0233,815+233,81502,7610.79%+2,761
Wal-Mart Stores Inc(WMT)045,423+45,42302,7330.79%+2,733
Invesco CEF Income Composite137,800137,562-23822,5930.75%+2,591
Amgen Inc(AMGN)8,9308,950+2032,5450.73%+2,542
Schwab Small-Cap Index Fund74,79273,846-94622,5260.73%+2,523
United Rentals Inc(URI)4,0833,485-59822,5130.72%+2,511
Johnson & Johnson(JNJ)015,550+15,55002,4600.71%+2,460
Iron Mountain Inc30,27930,218-6122,4240.70%+2,422
MetLife Inc030,698+30,69802,2750.65%+2,275
Exxon Mobil Corp018,631+18,63102,1660.62%+2,166
Pepsico Inc(PEP)012,317+12,31702,1560.62%+2,156
iShares S&P Midcap 400/BARRA V17,76718,015+24822,1310.61%+2,129
Meta Platforms Inc(META)4,2454,321+7622,0980.60%+2,097
Walt Disney Co(DIS)12,18416,700+4,51612,0430.59%+2,042
SPDR Barclays Short-Term High080,562+80,56202,0320.58%+2,032
Marsh & McLennan Cos Inc(MRSH)09,855+9,85502,0300.58%+2,030
Vanguard Telecommunication Ser21,36614,774-6,59231,9390.56%+1,936
Synchrony Financial(SYF)44,69344,603-9021,9230.55%+1,922
iShares S&P 500 Value Index10,16710,269+10221,9180.55%+1,917
Vanguard Utilities ETF13,00513,125+12021,8710.54%+1,870
Cigna Corp(CI)05,063+5,06301,8390.53%+1,839
VanEck Semiconductor6,3967,876+1,48011,7720.51%+1,771
Visa Inc(V)6,2636,311+4821,7610.51%+1,760
Old Republic Intl Corp(ORI)56,71457,263+54921,7590.51%+1,757
Procter & Gamble Co(PG)010,810+10,81001,7540.50%+1,754
International Business Machine(IBM)9,4459,035-41021,7250.50%+1,724
Cisco Systems Inc(CSCO)034,519+34,51901,7230.50%+1,723
Capital One Financial Corp(COF)11,50611,548+4221,7190.49%+1,718
Lowe's Cos Inc(LOW)06,343+6,34301,6160.47%+1,616
First Trust Dow Jones Internet7,9077,787-12011,5970.46%+1,596
Invesco Dynamic Pharmaceutical
PHARMACEUTICALS
019,601+19,60101,5710.45%+1,571
Oracle Corp(ORCL)012,344+12,34401,5510.45%+1,551
Chevron Corp(CVX)09,797+9,79701,5450.44%+1,545
Stryker Corp(SYK)4,2474,262+1511,5250.44%+1,524
Target Corp(TGT)8,4768,581+10511,5210.44%+1,519
VanEck Morningstar Wide Moat E12,65816,841+4,18311,5140.44%+1,513
SPDR Portfolio S&P 500 High Di27,76936,268+8,49911,4760.42%+1,475
iShares US Aerospace & Defense11,07311,023-5011,4540.42%+1,453
FedEx Corp05,015+5,01501,4530.42%+1,453
Thermo Fisher Scientific Inc(TMO)02,399+2,39901,3940.40%+1,394
Raytheon Technologies(RTX)15,73914,001-1,73811,3660.39%+1,364
Sysco Corp(SYY)16,14416,307+16311,3240.38%+1,323
Devon Energy Corporation026,374+26,37401,3230.38%+1,323
SPDR Blackstone Senior Loan ET21,95830,975+9,01711,3040.38%+1,303
General Mills Inc(GIS)018,416+18,41601,2890.37%+1,289
Nvidia Corp(NVDA)1,3381,424+8611,2870.37%+1,286
Caterpillar Inc(CAT)03,503+3,50301,2840.37%+1,284
PNC Financial Services Group I(PNC)7,9057,932+2711,2820.37%+1,281
Abbott Laboratories11,54111,075-46611,2590.36%+1,258
Texas Instruments Inc(TXN)8,0067,225-78111,2590.36%+1,257
Comcast Corp028,668+28,66801,2430.36%+1,243
Global X US Infrastructure Dev31,54831,205-34311,2420.36%+1,241
Charles River Laboratories(CRL)4,3534,415+6211,1960.34%+1,195
ConocoPhillips(COP)09,317+9,31701,1860.34%+1,186
Schlumberger Ltd(SLB)021,324+21,32401,1690.34%+1,169
DaVita Inc8,1208,290+17011,1440.33%+1,144
Illinois Tool Works Inc(ITW)5,2314,232-99911,1360.33%+1,134
Boeing Co(BA)4,2345,774+1,54011,1140.32%+1,113
Starbucks Corp(SBUX)010,927+10,92709990.29%+999
Skyworks Solutions Inc9,1139,141+2819900.28%+989
Qualcomm Inc(QCOM)7,5295,841-1,68819890.28%+988
General Motors Co(GM)021,723+21,72309850.28%+985
CVS Health Corp(CVS)012,344+12,34409850.28%+985
Intel Corp(INTC)21,69821,935+23719690.28%+968
Medtronic PLC(MDT)011,018+11,01809600.28%+960
Goldman Sachs Group Inc(GS)2,2342,259+2519440.27%+943
NXP Semiconductors NV
COM
3,7323,747+1519280.27%+928
iShares US Healthcare Provider016,401+16,40108950.26%+895
Gentex Corp(GNTX)023,580+23,58008520.25%+852
Invesco S&P 500 Eq Weight Finc13,16112,977-18418340.24%+833
Vectors Oil Services ETF02,476+2,47608330.24%+833
SPDR S&P Intl Dividend ETF23,52823,343-18518210.24%+820
Page 1 of 1