Dumont & Blake Investment Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| iShares S&P 500 Value Index | $2.35M | 0.5% |
| MetLife Inc | $2.31M | 0.5% |
| Meta Platforms Inc | $2.31M | 0.5% |
| Nvidia Corp | $2.29M | 0.5% |
| iShares S&P Preferred Stock In | $2.27M | 0.5% |
| Invesco Dynamic Pharmaceutical | $2.16M | 0.5% |
| Goldman Sachs ActiveBeta U.S. | $2.15M | 0.5% |
| Capital One Financial Corp | $2.11M | 0.5% |
| THE GOLDMAN SACHS GROUP, INC. | $2.10M | 0.5% |
| RTX Corp | $2.03M | 0.5% |
| SPDR Blackstone Senior Loan ET | $2.01M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.93M | 0.4% |
| United Rentals Inc | $1.92M | 0.4% |
| First Trust Dow Jones Internet | $1.88M | 0.4% |
| ExxonMobil Holdings Corporatio | $1.85M | 0.4% |
| Amplify Cyber Security ETF | $1.84M | 0.4% |
| TEXAS INSTRUMENTS INC | $1.83M | 0.4% |
| OLD REPUBLIC INTERNATIONAL CORP | $1.80M | 0.4% |
| The PNC Financial Services Group, Inc. | $1.77M | 0.4% |
| Visa Inc | $1.77M | 0.4% |
| Walt Disney Co | $1.68M | 0.4% |
| SPDR Barclays Short-Term High | $1.65M | 0.4% |
| Global X US Infrastructure Dev | $1.63M | 0.4% |
| OSHKOSH CORP | $1.59M | 0.4% |
| VanEck Morningstar Wide Moat E | $1.56M | 0.4% |
| PROCTER & GAMBLE Co | $1.55M | 0.3% |
| General Motors Co | $1.48M | 0.3% |
| ABBOTT LABORATORIES | $1.48M | 0.3% |
| Flowserve Corp | $1.47M | 0.3% |
| LOWES COMPANIES INC | $1.47M | 0.3% |
| CVS HEALTH Corp | $1.46M | 0.3% |
| Veeco Instruments Inc | $1.30M | 0.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $1.29M | 0.3% |
| FedEx Corp | $1.27M | 0.3% |
| ORACLE CORP | $1.27M | 0.3% |
| IQVIA Holdings Inc | $1.27M | 0.3% |
| Owens Corning | $1.27M | 0.3% |
| SYSCO CORP | $1.15M | 0.3% |
| Industrial Select Sector SPDR | $1.15M | 0.3% |
| STARBUCKS CORP | $1.14M | 0.3% |
| Costco Wholesale Corp | $1.14M | 0.3% |
| PEPSICO INC | $1.13M | 0.3% |
| The Boeing Company | $1.12M | 0.3% |
| SEI INVESTMENTS CO | $1.11M | 0.3% |
| iShares S&P Smallcap 600 Value | $1.09M | 0.2% |
| THERMO FISHER SCIENTIFIC INC. | $1.08M | 0.2% |
| STRYKER CORP | $1.06M | 0.2% |
| CITIGROUP INC | $1.03M | 0.2% |
| 3M Co | $1.02M | 0.2% |
| SCHWAB CHARLES CORP | $1.01M | 0.2% |