Fund HoldingsDUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$356.75M
Total Bought
$13.66M
Total Sold
$20.47M
Net Transaction
-$6.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Health Care Select Sector SPDR05,119+5,11907470.21%+747
Amgen Inc(AMGN)08,849+8,84902,7570.77%+2,757
AbbVie Inc(ABBV)013,889+13,88902,9100.82%+2,910
Communication Services Sector40,04344,245+4,2023,8774,2671.20%+391
Goldman Sachs ActiveBeta U.S.9,65613,151+3,4951,1121,4480.41%+335
Johnson & Johnson(JNJ)014,366+14,36602,3820.67%+2,382
iShares MSCI EAFE Index045,902+45,90203,7521.05%+3,752
Industrial Select Sector SPDR05,638+5,63807390.21%+739
Marsh & McLennan Cos Inc(MRSH)08,649+8,64902,1110.59%+2,111
Cigna Corp(CI)05,014+5,01401,6500.46%+1,650
Matrix Advisors Value ETF02,672+2,67202580.07%+258
SPDR Blackstone Senior Loan ET39,13445,889+6,7551,6331,8870.53%+254
VanEck High Yield Muni ETF04,426+4,42602270.06%+227
International Business Machine(IBM)08,681+8,68102,1590.61%+2,159
Bank of America Corp05,131+5,13102140.06%+214
Raytheon Technologies(RTX)011,729+11,72901,5540.44%+1,554
Abbott Laboratories010,839+10,83901,4380.40%+1,438
National Fuel Gas Co(NFG)02,600+2,60002060.06%+206
General Electric Co(GE)01,028+1,02802060.06%+206
Nuveen AMT-Free Municipal Inco018,328+18,32802050.06%+205
Exxon Mobil Corp018,135+18,13502,1570.60%+2,157
Cass Information Systems Inc04,641+4,64102010.06%+201
Visa Inc(V)5,5135,51301,7421,9320.54%+190
Energy Select Sector SPDR ETF034,902+34,90203,2620.91%+3,262
iShares DJ Select Dividend Ind065,885+65,88508,8482.48%+8,848
Tapestry Inc(TPR)33,13233,022-1102,1652,3250.65%+161
Old Republic Intl Corp(ORI)049,841+49,84101,9550.55%+1,955
CVS Health Corp(CVS)06,363+6,36304310.12%+431
Chevron Corp(CVX)08,390+8,39001,4040.39%+1,404
Oshkosh Corp(OSK)09,529+9,52908960.25%+896
3M Co06,790+6,79009970.28%+997
Medtronic PLC(MDT)010,935+10,93509830.28%+983
Nuveen Municipal Value Fund(NUV)012,679+12,67901110.03%+111
Devon Energy Corporation022,973+22,97308590.24%+859
VICI Properties Inc(VICI)027,185+27,18508870.25%+887
Consolidated Edison Inc(ED)04,275+4,27504730.13%+473
Vanguard Utilities ETF013,140+13,14002,2440.63%+2,244
Otis Worldwide Corp08,117+8,11708380.23%+838
Unum Group(UNM)11,19011,110-808179050.25%+88
JP Morgan Chase & Co(JPM)015,430+15,43003,7851.06%+3,785
McDonald's Corp(MCD)3,5073,527+201,0171,1020.31%+85
Annaly Capital Management Inc034,462+34,46207000.20%+700
Starbucks Corp(SBUX)010,914+10,91401,0710.30%+1,071
Cisco Systems Inc(CSCO)33,34133,211-1301,9742,0490.57%+76
iShares US Healthcare Provider015,896+15,89608390.24%+839
SPDR S&P Dividend ETF025,764+25,76403,4960.98%+3,496
iShares US Aerospace & Defense010,845+10,84501,6600.47%+1,660
Materials Select Sector SPDR E031,244+31,24402,6860.75%+2,686
Invesco Dynamic Pharmaceutical
PHARMACEUTICALS
019,241+19,24101,6670.47%+1,667
Schlumberger Ltd(SLB)021,017+21,01708790.25%+879
SPDR S&P Intl Dividend ETF022,842+22,84208760.25%+876
Verizon Communications Inc(VZ)011,475+11,47505200.15%+520
GSK plc(GSK)012,141+12,14104700.13%+470
SPDR Portfolio S&P 500 High Di44,72645,040+3141,9341,9930.56%+60
Intel Corp(INTC)022,278+22,27805060.14%+506
Vanguard High Dividend Yield E045,719+45,71905,8961.65%+5,896
Waste Management Inc(WM)01,877+1,87704350.12%+435
Alerian MLP ETF14,41214,41206947490.21%+54
SEI High Yield Bond010,128+10,1280540.02%+54
Charles Schwab Corp(SCHW)11,36111,416+558418940.25%+53
Ollie's Bargain Outlet Holding(OLLI)6,1936,273+806807300.20%+50
ConocoPhillips(COP)09,267+9,26709730.27%+973
Stryker Corp(SYK)3,6323,637+51,3081,3540.38%+46
Invesco CEF Income Composite0137,687+137,68702,5950.73%+2,595
Church & Dwight(CHD)6,5726,622+506887290.20%+41
Procter & Gamble Co(PG)010,819+10,81901,8440.52%+1,844
Bristol-Myers Squibb Co(BMY)8,8408,832-85005390.15%+39
Darden Restaurants Inc(DRI)1,8321,83203423810.11%+39
American Electric Power Co Inc02,240+2,24002450.07%+245
CME Group Inc(CME)87087002022310.06%+29
iShares S&P Preferred Stock In084,043+84,04302,5830.72%+2,583
Wells Fargo & Co(WFC)11,11011,214+1047808050.23%+25
Bank of New York Mellon Corp4,6284,523-1053563790.11%+24
Utilities Select Sector SPDR E09,806+9,80607730.22%+773
Kroger Co(KR)3,3923,39202072300.06%+22
Capital One Financial Corp(COF)11,42611,486+602,0372,0590.58%+22
Enterprise Prods Partners LP(EPD)7,2017,20102262460.07%+20
Netflix Inc(NFLX)26526502362470.07%+11
Fidelity New Markets Income042,463+42,46305450.15%+545
Costco Wholesale Corp24624602252330.07%+7
Cincinnati Financial Corp(CINF)1,4871,48702142200.06%+6
Qualcomm Inc(QCOM)05,653+5,65308680.24%+868
Schwab US Mid-Cap Index9,2129,615+4036126170.17%+5
iShares IBOXX $ Investment Gra02,308+2,30802510.07%+251
Air Products & Chemicals Inc01,043+1,04303080.09%+308
BlackRock MuniHoldings10,18110,18101131150.03%+2
Healthpeak Properties Inc(DOC)021,676+21,67604380.12%+438
iShares IBOXX H/Y Corp Bond2,7122,71202132140.06%+1
Occidental Petroleum Corp(OXY)06,592+6,59203250.09%+325
Airtech Inlt Group Reg Revoked350,000350,0000000
Kona Gold Beverage Inc10,00010,0000000.00%0
BNY Mellon High Yield Strategi19,58519,585050500.01%0
Humbl Inc20,00020,0000000.00%-0
Invesco S&P 500 Eq Weight Finc12,76212,733-299249240.26%-0
Futuris Company77,00077,0000110.00%-0
L3 Harris Technologies Inc(LHX)0998+99802090.06%+209
Citigroup Inc(C)8,1908,098-925775750.16%-2
Snap-On Inc(SNA)72172102452430.07%-2
iShares S&P 500 Value Index010,757+10,75702,0500.57%+2,050
Hyster-Yale Materials Handling013,189+13,18905480.15%+548
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