Dumont & Blake Investment Advisors as of Sept. 30, 2013
Portfolio Holdings for Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors holds 151 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.2 | $13M | 78k | 168.01 | |
iShares Dow Jones Select Dividend (DVY) | 3.4 | $7.2M | 109k | 66.34 | |
Rydex S&P Equal Weight ETF | 3.2 | $6.7M | 102k | 65.20 | |
Exxon Mobil Corporation (XOM) | 2.5 | $5.2M | 60k | 86.03 | |
PowerShares QQQ Trust, Series 1 | 2.3 | $4.9M | 62k | 78.88 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.2 | $4.7M | 21k | 226.33 | |
International Business Machines (IBM) | 1.6 | $3.5M | 19k | 185.19 | |
iShares Russell 2000 Index (IWM) | 1.6 | $3.3M | 31k | 106.61 | |
General Electric Company | 1.4 | $3.0M | 125k | 23.89 | |
Calamos Convertible & Hi Income Fund (CHY) | 1.4 | $3.0M | 237k | 12.53 | |
Alerian Mlp Etf | 1.4 | $2.9M | 166k | 17.59 | |
Lowe's Companies (LOW) | 1.4 | $2.8M | 60k | 47.61 | |
iShares MSCI EAFE Index Fund (EFA) | 1.3 | $2.7M | 43k | 63.81 | |
Vanguard Telecommunication Services ETF (VOX) | 1.3 | $2.7M | 34k | 80.77 | |
iShares Russell Microcap Index (IWC) | 1.3 | $2.6M | 39k | 68.49 | |
Johnson & Johnson (JNJ) | 1.2 | $2.5M | 29k | 86.69 | |
Microsoft Corporation (MSFT) | 1.2 | $2.5M | 75k | 33.28 | |
Apple (AAPL) | 1.2 | $2.5M | 5.2k | 476.66 | |
Vanguard High Dividend Yield ETF (VYM) | 1.1 | $2.4M | 42k | 57.48 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.1 | $2.3M | 60k | 38.00 | |
PowerShrs CEF Income Cmpst Prtfl | 1.1 | $2.3M | 96k | 23.97 | |
BlackRock (BLK) | 1.1 | $2.3M | 8.4k | 270.57 | |
Materials SPDR (XLB) | 1.0 | $2.2M | 52k | 42.00 | |
1.0 | $2.2M | 2.5k | 876.02 | ||
MetLife (MET) | 1.0 | $2.1M | 46k | 46.96 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $2.1M | 41k | 51.68 | |
Schlumberger (SLB) | 1.0 | $2.1M | 24k | 88.36 | |
American Express Company (AXP) | 1.0 | $2.0M | 27k | 75.52 | |
Procter & Gamble Company (PG) | 0.9 | $2.0M | 27k | 75.58 | |
Chevron Corporation (CVX) | 0.9 | $2.0M | 16k | 121.51 | |
CVS Caremark Corporation (CVS) | 0.9 | $2.0M | 35k | 56.76 | |
3M Company (MMM) | 0.9 | $2.0M | 17k | 119.44 | |
Wal-Mart Stores (WMT) | 0.9 | $1.9M | 25k | 73.95 | |
Medtronic | 0.9 | $1.8M | 34k | 53.24 | |
Staples | 0.8 | $1.8M | 122k | 14.65 | |
SPDR S&P International Dividend (DWX) | 0.8 | $1.8M | 38k | 46.66 | |
Schwab S&p 500 Select (SWPPX) | 0.8 | $1.8M | 67k | 26.57 | |
AFLAC Incorporated (AFL) | 0.8 | $1.8M | 28k | 61.97 | |
Fidelity New Markets Income (FNMIX) | 0.8 | $1.7M | 110k | 15.91 | |
Kohl's Corporation (KSS) | 0.8 | $1.7M | 33k | 51.75 | |
Portfolio Recovery Associates | 0.8 | $1.7M | 28k | 59.92 | |
Express Scripts Holding | 0.8 | $1.7M | 27k | 61.81 | |
Amgen (AMGN) | 0.7 | $1.5M | 14k | 111.94 | |
iShares S&P MidCap 400 Growth (IJK) | 0.7 | $1.5M | 11k | 139.10 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.5M | 15k | 102.23 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.7 | $1.5M | 14k | 108.04 | |
Pepsi (PEP) | 0.7 | $1.5M | 19k | 79.52 | |
Vanguard Utilities ETF (VPU) | 0.7 | $1.5M | 18k | 81.64 | |
Philip Morris International (PM) | 0.7 | $1.5M | 17k | 86.59 | |
Illinois Tool Works (ITW) | 0.7 | $1.5M | 19k | 76.25 | |
Boeing Company (BA) | 0.7 | $1.5M | 12k | 117.48 | |
Oracle Corporation (ORCL) | 0.7 | $1.4M | 44k | 33.16 | |
Automatic Data Processing (ADP) | 0.7 | $1.4M | 20k | 72.40 | |
Raytheon Company | 0.7 | $1.4M | 18k | 77.09 | |
Thermo Fisher Scientific (TMO) | 0.7 | $1.4M | 15k | 92.14 | |
Industrial SPDR (XLI) | 0.7 | $1.4M | 30k | 46.40 | |
Cheesecake Factory Incorporated (CAKE) | 0.6 | $1.3M | 31k | 43.94 | |
Consumer Discretionary SPDR (XLY) | 0.6 | $1.3M | 22k | 60.62 | |
SPDR S&P Dividend (SDY) | 0.6 | $1.3M | 20k | 68.93 | |
Fidelity National Information Services (FIS) | 0.6 | $1.3M | 28k | 46.42 | |
Capital One Financial (COF) | 0.6 | $1.3M | 19k | 68.73 | |
Huntsman Corporation (HUN) | 0.6 | $1.3M | 62k | 20.61 | |
iShares S&P 500 Growth Index (IVW) | 0.6 | $1.3M | 14k | 89.37 | |
Bed Bath & Beyond | 0.6 | $1.2M | 16k | 77.35 | |
L-3 Communications Holdings | 0.6 | $1.2M | 13k | 94.51 | |
Stanley Black & Decker (SWK) | 0.6 | $1.2M | 14k | 90.59 | |
Occidental Petroleum Corporation (OXY) | 0.6 | $1.2M | 13k | 93.57 | |
Walgreen Company | 0.6 | $1.2M | 23k | 53.81 | |
Seagate Technology Com Stk | 0.6 | $1.2M | 28k | 43.76 | |
Wells Fargo & Company (WFC) | 0.6 | $1.2M | 29k | 41.32 | |
Cisco Systems (CSCO) | 0.6 | $1.2M | 49k | 23.43 | |
Corning Incorporated (GLW) | 0.5 | $1.1M | 77k | 14.59 | |
Teva Pharmaceutical Industries (TEVA) | 0.5 | $1.1M | 30k | 37.77 | |
SYSCO Corporation (SYY) | 0.5 | $1.1M | 36k | 31.83 | |
Babson Cap Corporate Invs | 0.5 | $1.1M | 74k | 15.32 | |
United Parcel Service (UPS) | 0.5 | $1.1M | 12k | 91.36 | |
Harris Corporation | 0.5 | $1.1M | 19k | 59.33 | |
ConocoPhillips (COP) | 0.5 | $1.1M | 16k | 69.50 | |
Utilities SPDR (XLU) | 0.5 | $1.1M | 29k | 37.37 | |
Coach | 0.5 | $1.1M | 20k | 54.53 | |
Stryker Corporation (SYK) | 0.5 | $1.1M | 16k | 67.58 | |
SPDR S&P Homebuilders (XHB) | 0.5 | $1.0M | 34k | 30.60 | |
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.5 | $1.1M | 32k | 32.66 | |
Intel Corporation (INTC) | 0.5 | $1.0M | 45k | 22.92 | |
Abbvie (ABBV) | 0.5 | $1.0M | 23k | 44.74 | |
U.S. Bancorp (USB) | 0.5 | $1.0M | 28k | 36.58 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $1.0M | 33k | 30.18 | |
Qualcomm (QCOM) | 0.5 | $983k | 15k | 67.34 | |
Comcast Corporation (CMCSA) | 0.5 | $968k | 21k | 45.14 | |
NCR Corporation (VYX) | 0.5 | $971k | 25k | 39.61 | |
Market Vectors Oil Service Etf | 0.5 | $973k | 21k | 47.10 | |
Technology SPDR (XLK) | 0.5 | $945k | 30k | 32.03 | |
Peoples S&p Midcap Index Fd Dreyfs Mcp Idx mutual funds | 0.5 | $938k | 26k | 35.50 | |
Caterpillar (CAT) | 0.4 | $922k | 11k | 83.43 | |
United Technologies Corporation | 0.4 | $921k | 8.5k | 107.82 | |
Schwab Select Small Cap Index (SWSSX) | 0.4 | $929k | 35k | 26.95 | |
Bank of America Corporation (BAC) | 0.4 | $894k | 65k | 13.80 | |
TJX Companies (TJX) | 0.4 | $910k | 16k | 56.38 | |
iShares Dow Jones US Real Estate (IYR) | 0.4 | $856k | 13k | 63.80 | |
Dr Pepper Snapple | 0.4 | $838k | 19k | 44.80 | |
Dollar General (DG) | 0.4 | $792k | 14k | 56.47 | |
BP (BP) | 0.4 | $778k | 19k | 42.05 | |
At&t (T) | 0.4 | $782k | 23k | 33.82 | |
Abbott Laboratories (ABT) | 0.3 | $729k | 22k | 33.21 | |
Spdr Short-term High Yield mf (SJNK) | 0.3 | $744k | 24k | 30.53 | |
Chico's FAS | 0.3 | $718k | 43k | 16.65 | |
First Trust ISE Revere Natural Gas | 0.3 | $712k | 38k | 18.70 | |
Verizon Communications (VZ) | 0.3 | $660k | 14k | 46.71 | |
Air Products & Chemicals (APD) | 0.3 | $655k | 6.2k | 106.50 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $661k | 7.5k | 87.65 | |
Annaly Capital Management | 0.3 | $612k | 53k | 11.58 | |
New York Community Ban | 0.3 | $619k | 41k | 15.10 | |
3D Systems Corporation (DDD) | 0.3 | $606k | 11k | 54.01 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $607k | 7.5k | 80.83 | |
E.I. du Pont de Nemours & Company | 0.3 | $596k | 10k | 58.56 | |
iShares S&P Latin America 40 Index (ILF) | 0.3 | $583k | 15k | 38.29 | |
Bristol Myers Squibb (BMY) | 0.3 | $576k | 12k | 46.32 | |
iShares MSCI Malaysia Index Fund | 0.3 | $578k | 38k | 15.04 | |
Harman International Industries | 0.3 | $556k | 8.4k | 66.23 | |
Riverbed Technology | 0.2 | $518k | 36k | 14.59 | |
AMN Healthcare Services (AMN) | 0.2 | $469k | 34k | 13.77 | |
Bankunited (BKU) | 0.2 | $460k | 15k | 31.22 | |
Phillips 66 (PSX) | 0.2 | $471k | 8.1k | 57.88 | |
Timken Company (TKR) | 0.2 | $432k | 7.2k | 60.38 | |
Pfizer (PFE) | 0.2 | $419k | 15k | 28.70 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $418k | 3.7k | 113.59 | |
Eli Lilly & Co. (LLY) | 0.2 | $380k | 7.6k | 50.33 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $302k | 3.6k | 84.48 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $277k | 3.6k | 77.27 | |
Consolidated Edison (ED) | 0.1 | $247k | 4.5k | 55.24 | |
Ford Motor Company (F) | 0.1 | $245k | 15k | 16.85 | |
General Mills (GIS) | 0.1 | $235k | 4.9k | 47.96 | |
McDonald's Corporation (MCD) | 0.1 | $201k | 2.1k | 96.17 | |
Seattle Genetics | 0.1 | $219k | 5.0k | 43.80 | |
Tiffany & Co. | 0.1 | $207k | 2.7k | 76.67 | |
Applied Dna Sciences | 0.0 | $53k | 587k | 0.09 | |
Galena Biopharma | 0.0 | $57k | 25k | 2.27 | |
Delcath Systems | 0.0 | $23k | 70k | 0.33 | |
Golden Star Cad | 0.0 | $16k | 41k | 0.39 | |
Brigus Gold Corp | 0.0 | $21k | 35k | 0.60 | |
Exeter Res Corp | 0.0 | $8.0k | 10k | 0.80 | |
Vista Gold (VGZ) | 0.0 | $7.1k | 15k | 0.47 | |
Jaguar Mng | 0.0 | $6.0k | 30k | 0.20 | |
RegeneRx Biopharmaceuticals | 0.0 | $3.8k | 63k | 0.06 | |
Voyant International (VOYT) | 0.0 | $0 | 300k | 0.00 | |
Geopharma | 0.0 | $800.000000 | 40k | 0.02 | |
Watair | 0.0 | $0 | 10k | 0.00 | |
Access Worldwide Comm | 0.0 | $0 | 60k | 0.00 | |
Aspire International | 0.0 | $0 | 44k | 0.00 | |
Information Systems Associates | 0.0 | $3.5k | 175k | 0.02 | |
Water Technologies Intl | 0.0 | $6.1k | 304k | 0.02 |