Fund HoldingsDUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$372.54M
Total Bought
$6.85M
Total Sold
$23.52M
Net Transaction
-$16.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Apple Inc(AAPL)070,219+70,219017,5844.72%+17,584
iShares S&P Smallcap 600 Value08,249+8,24908960.24%+896
Amazon.com Inc(AMZN)023,839+23,83905,2301.40%+5,230
Invesco QQQ Trust Series 1037,380+37,380019,1105.13%+19,110
SPDR S&P 500 ETF Trust(SPY)060,539+60,539035,4819.52%+35,481
McDonald's Corp(MCD)1,4273,507+2,0804351,0170.27%+582
Synchrony Financial(SYF)037,653+37,65302,4470.66%+2,447
Alphabet Inc Cl A(GOOG)022,898+22,89804,3351.16%+4,335
Walt Disney Co(DIS)018,780+18,78002,0910.56%+2,091
Alphabet Inc Cl C(GOOG)019,028+19,02803,6240.97%+3,624
Communication Services Sector040,043+40,04303,8771.04%+3,877
Wal-Mart Stores Inc(WMT)044,777+44,77704,0461.09%+4,046
Tapestry Inc(TPR)38,06233,132-4,9301,7882,1650.58%+376
Interactive Brokers Group Cl A(IBKR)09,498+9,49801,6780.45%+1,678
Capital One Financial Corp(COF)011,426+11,42602,0370.55%+2,037
Invesco KBW Bank ETF11,88912,275+3866979830.26%+286
iShares Russell Microcap Index041,177+41,17705,3691.44%+5,369
BlackRock Inc New(BLK)3,6393,620-193,4553,7111.00%+256
Netflix Inc(NFLX)0265+26502360.06%+236
Consumer Discr Select Sector S4,5995,098+4999221,1440.31%+222
First Trust Dow Jones Internet07,597+7,59701,8470.50%+1,847
Kroger Co(KR)03,392+3,39202070.06%+207
CME Group Inc(CME)0870+87002020.05%+202
Technology Select Sector SPDR013,722+13,72203,1910.86%+3,191
iShares S&P 500 Growth055,248+55,24805,6091.51%+5,609
Nvidia Corp(NVDA)013,363+13,36301,7940.48%+1,794
Schwab S&P 500 Index Fund097,804+97,80408,8292.37%+8,829
Goldman Sachs Group Inc(GS)02,241+2,24101,2830.34%+1,283
SPDR Blackstone Senior Loan ET039,134+39,13401,6330.44%+1,633
General Motors Co(GM)021,300+21,30001,1350.30%+1,135
Archer Aviation Inc(ACHR)016,400+16,40001600.04%+160
Wells Fargo & Co(WFC)11,06611,110+446257800.21%+155
Cisco Systems Inc(CSCO)033,341+33,34101,9740.53%+1,974
Goldman Sachs ActiveBeta U.S.09,656+9,65601,1120.30%+1,112
Royal Caribbean Cruises
COM
4,8334,281-5528579880.27%+130
SPDR Portfolio S&P 500 High Di044,726+44,72601,9340.52%+1,934
Boeing Co(BA)05,414+5,41409580.26%+958
Vanguard Telecommunication Ser014,569+14,56902,2580.61%+2,258
Flowserve Corp019,145+19,14501,1010.30%+1,101
Carnival Cruise Lines Inc Cl A19,06018,576-4843524630.12%+111
Charles Schwab Corp(SCHW)011,361+11,36108410.23%+841
Ollie's Bargain Outlet Holding(OLLI)6,2156,193-226046800.18%+75
Amplify Cyber Security ETF11,98611,992+68188930.24%+75
Calamos Convertible & High Inc0236,321+236,32102,8690.77%+2,869
Citigroup Inc(C)8,1538,190+375105770.15%+66
Incyte Corp025,605+25,60501,7690.47%+1,769
PNC Financial Services Group I(PNC)07,931+7,93101,5290.41%+1,529
Paypal Holdings Inc(PYPL)7,4047,414+105786330.17%+55
Unum Group(UNM)12,92211,190-1,7327688170.22%+49
Corning Inc(GLW)21,78521,731-549841,0330.28%+49
Schwab U.S. Large-Cap Growth E6,83327,145+20,3127127570.20%+45
Northern Trust Corp(NTRS)3,3433,34303013430.09%+42
Darden Restaurants Inc(DRI)1,8321,83203013420.09%+41
KKR & Co LP2,0002,029+292613000.08%+39
VanEck Semiconductor08,192+8,19201,9840.53%+1,984
Bristol-Myers Squibb Co(BMY)8,9428,840-1024635000.13%+37
Cummins Inc(CMI)1,3941,398+44514870.13%+36
Snap-On Inc(SNA)72172102092450.07%+36
Autolus Therapeutics PLC ADR015,000+15,0000350.01%+35
Meta Platforms Inc(META)04,295+4,29502,5150.68%+2,515
Invesco S&P 500 Eq Weight Finc12,94912,762-1878939240.25%+30
FedEx Corp04,446+4,44601,2510.34%+1,251
VanEck Morningstar Wide Moat E019,284+19,28401,7880.48%+1,788
JetBlue Airways Corp(JBLU)20,00020,00001311570.04%+26
Community Trust Bancorp Inc(CTBI)6,8266,82603393620.10%+23
Barings Corporate Investors046,124+46,12409400.25%+940
Bank of New York Mellon Corp4,6934,628-653373560.10%+18
Fidelity 500 Index2,2942,335+414604770.13%+16
Enterprise Prods Partners LP(EPD)7,2017,20102102260.06%+16
Hewlett Packard Enterprise(HPE)17,51917,51903583740.10%+16
Alerian MLP ETF14,41214,41206796940.19%+15
Costco Wholesale Corp240246+62132250.06%+13
Cincinnati Financial Corp(CINF)1,4871,48702022140.06%+11
Schwab Small-Cap Index Fund074,734+74,73402,6690.72%+2,669
Packaging Corp of America(PKG)93693602022110.06%+9
Calamos Convertible Opp & Inc(CHI)30,28530,28503533620.10%+9
Visa Inc(V)05,513+5,51301,7420.47%+1,742
Bank Ozk(OZK)5,6955,666-292452520.07%+7
Ralph Lauren Corp(RL)1,4571,239-2182822860.08%+4
iShares S&P Midcap 400/BARRA V018,500+18,50002,3120.62%+2,312
FactSet Research Systems Inc(FDS)630606-242902910.08%+1
iShares S&P 500 Index Fund557547-103213220.09%+1
Eaton Corp PLC(ETN)2,1292,127-27067060.19%0
Futuris Company77,00077,0000110.00%0
iShares S&P Midcap 4004,7624,763+12972970.08%0
Humbl Inc20,00020,0000000.00%0
Airtech Inlt Group Reg Revoked350,000350,0000000
Kona Gold Beverage Inc10,00010,0000000.00%-0
SPDR Dow Jones Industrial Avg(DIA)1,5531,543-106576570.18%-1
Chicago Atlantic Real Estate11,21711,21701741730.05%-1
Schwab US Large-Cap ETF6,22618,175+11,9494224210.11%-1
Schwab US Mid-Cap Index9,0639,212+1496146120.16%-1
BNY Mellon High Yield Strategi19,58519,585053500.01%-3
Acco Brands Corp12,51812,517-168660.02%-3
Church & Dwight(CHD)6,6056,572-336926880.18%-4
BNY Mellon Small Cap Stock Ind15,41217,842+2,4304354310.12%-4
iShares IBOXX H/Y Corp Bond2,7122,71202182130.06%-4
S&P Global Inc(SPGI)562565+32902810.08%-9
Stryker Corp(SYK)03,632+3,63201,3080.35%+1,308
BlackRock MuniHoldings10,18110,18101231130.03%-11
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