Dumont & Blake Investment Advisors as of March 31, 2016
Portfolio Holdings for Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors holds 164 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.8 | $13M | 64k | 205.53 | |
iShares Dow Jones Select Dividend (DVY) | 3.8 | $7.3M | 89k | 81.67 | |
Rydex S&P Equal Weight ETF | 2.8 | $5.4M | 68k | 78.53 | |
PowerShares QQQ Trust, Series 1 | 2.4 | $4.6M | 42k | 109.21 | |
Exxon Mobil Corporation (XOM) | 2.4 | $4.5M | 54k | 83.58 | |
Lowe's Companies (LOW) | 2.0 | $3.8M | 50k | 75.76 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.9 | $3.8M | 14k | 262.73 | |
General Electric Company | 1.9 | $3.7M | 116k | 31.79 | |
Apple (AAPL) | 1.9 | $3.7M | 34k | 108.99 | |
Microsoft Corporation (MSFT) | 1.6 | $3.1M | 56k | 55.23 | |
International Business Machines (IBM) | 1.5 | $2.9M | 19k | 151.43 | |
Vanguard High Dividend Yield ETF (VYM) | 1.5 | $2.9M | 42k | 69.05 | |
iShares S&P MidCap 400 Growth (IJK) | 1.5 | $2.8M | 18k | 162.63 | |
Vanguard Telecommunication Services ETF (VOX) | 1.4 | $2.7M | 29k | 92.73 | |
Schwab S&p 500 Select (SWPPX) | 1.4 | $2.6M | 82k | 31.97 | |
Johnson & Johnson (JNJ) | 1.3 | $2.5M | 23k | 108.19 | |
iShares Russell 2000 Index (IWM) | 1.3 | $2.4M | 22k | 110.63 | |
BlackRock (BLK) | 1.2 | $2.3M | 6.7k | 340.51 | |
iShares Russell Microcap Index (IWC) | 1.2 | $2.3M | 33k | 67.92 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.1 | $2.2M | 56k | 39.03 | |
Procter & Gamble Company (PG) | 1.1 | $2.1M | 26k | 82.31 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $2.1M | 35k | 59.23 | |
Calamos Convertible & Hi Income Fund (CHY) | 1.1 | $2.1M | 199k | 10.39 | |
MetLife (MET) | 1.0 | $2.0M | 46k | 43.94 | |
iShares S&P 500 Growth Index (IVW) | 1.0 | $2.0M | 17k | 115.90 | |
Cisco Systems (CSCO) | 0.9 | $1.8M | 64k | 28.47 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.9 | $1.8M | 15k | 124.18 | |
Vanguard Utilities ETF (VPU) | 0.9 | $1.8M | 17k | 107.54 | |
PowerShrs CEF Income Cmpst Prtfl | 0.9 | $1.8M | 85k | 21.59 | |
Wal-Mart Stores (WMT) | 0.9 | $1.8M | 27k | 68.50 | |
Pepsi (PEP) | 0.9 | $1.8M | 17k | 102.49 | |
Automatic Data Processing (ADP) | 0.9 | $1.7M | 19k | 89.74 | |
Schlumberger (SLB) | 0.9 | $1.7M | 23k | 73.77 | |
3M Company (MMM) | 0.9 | $1.7M | 10k | 166.63 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.7M | 16k | 103.71 | |
Amgen (AMGN) | 0.8 | $1.6M | 11k | 149.91 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $1.6M | 29k | 57.17 | |
Materials SPDR (XLB) | 0.8 | $1.6M | 35k | 44.80 | |
Oracle Corporation (ORCL) | 0.8 | $1.5M | 37k | 40.90 | |
SPDR S&P Dividend (SDY) | 0.8 | $1.5M | 19k | 79.94 | |
SYSCO Corporation (SYY) | 0.8 | $1.5M | 31k | 46.72 | |
Stryker Corporation (SYK) | 0.7 | $1.4M | 13k | 107.28 | |
Peoples S&p Midcap Index Fd Dreyfs Mcp Idx mutual funds | 0.7 | $1.4M | 41k | 33.45 | |
Skyworks Solutions (SWKS) | 0.7 | $1.3M | 17k | 77.87 | |
Walgreen Boots Alliance (WBA) | 0.7 | $1.3M | 16k | 84.25 | |
Intel Corporation (INTC) | 0.7 | $1.3M | 39k | 32.36 | |
Abbvie (ABBV) | 0.7 | $1.3M | 22k | 57.12 | |
Chevron Corporation (CVX) | 0.6 | $1.2M | 13k | 95.40 | |
Stanley Black & Decker (SWK) | 0.6 | $1.2M | 12k | 105.19 | |
Wells Fargo & Company (WFC) | 0.6 | $1.2M | 26k | 48.37 | |
Schwab Select Small Cap Index (SWSSX) | 0.6 | $1.2M | 52k | 23.75 | |
Illinois Tool Works (ITW) | 0.6 | $1.2M | 12k | 102.43 | |
Express Scripts Holding | 0.6 | $1.2M | 18k | 68.67 | |
FedEx Corporation (FDX) | 0.6 | $1.2M | 7.1k | 162.76 | |
Teva Pharmaceutical Industries (TEVA) | 0.6 | $1.2M | 22k | 53.49 | |
Coach | 0.6 | $1.2M | 29k | 40.08 | |
Technology SPDR (XLK) | 0.6 | $1.2M | 26k | 44.34 | |
Alerian Mlp Etf | 0.6 | $1.1M | 105k | 10.92 | |
Fidelity New Markets Income (FNMIX) | 0.6 | $1.1M | 76k | 14.97 | |
Babson Cap Corporate Invs | 0.6 | $1.1M | 66k | 17.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.1M | 1.5k | 762.68 | |
Target Corporation (TGT) | 0.6 | $1.1M | 13k | 82.27 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $1.1M | 1.4k | 744.98 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $1.0M | 28k | 36.83 | |
Capital One Financial (COF) | 0.5 | $1.0M | 15k | 69.32 | |
Utilities SPDR (XLU) | 0.5 | $1.0M | 21k | 49.63 | |
At&t (T) | 0.5 | $1.0M | 26k | 39.18 | |
Spdr Short-term High Yield mf (SJNK) | 0.5 | $1.0M | 39k | 25.83 | |
Comcast Corporation (CMCSA) | 0.5 | $978k | 16k | 61.10 | |
U.S. Bancorp (USB) | 0.5 | $990k | 24k | 40.59 | |
First Trust DJ Internet Index Fund (FDN) | 0.5 | $989k | 15k | 68.31 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.5 | $991k | 8.0k | 124.09 | |
Medtronic (MDT) | 0.5 | $980k | 13k | 75.02 | |
Marsh & McLennan Companies (MMC) | 0.5 | $966k | 16k | 60.82 | |
Cerner Corporation | 0.5 | $956k | 18k | 52.97 | |
Boeing Company (BA) | 0.5 | $944k | 7.4k | 126.88 | |
Air Products & Chemicals (APD) | 0.5 | $940k | 6.5k | 144.06 | |
SPDR S&P International Dividend (DWX) | 0.5 | $957k | 27k | 35.06 | |
Dr Pepper Snapple | 0.5 | $907k | 10k | 89.45 | |
Corning Incorporated (GLW) | 0.5 | $886k | 42k | 20.89 | |
L-3 Communications Holdings | 0.4 | $859k | 7.2k | 118.53 | |
iShares Dow Jones US Real Estate (IYR) | 0.4 | $844k | 11k | 77.84 | |
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.4 | $845k | 23k | 37.44 | |
Staples | 0.4 | $829k | 75k | 11.03 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.4 | $839k | 7.2k | 116.85 | |
Abbott Laboratories (ABT) | 0.4 | $806k | 19k | 41.82 | |
Verizon Communications (VZ) | 0.4 | $811k | 15k | 54.11 | |
Thermo Fisher Scientific (TMO) | 0.4 | $821k | 5.8k | 141.65 | |
AMN Healthcare Services (AMN) | 0.4 | $786k | 23k | 33.59 | |
Huntsman Corporation (HUN) | 0.4 | $788k | 59k | 13.29 | |
Scripps Networks Interactive | 0.4 | $773k | 12k | 65.52 | |
Polaris Industries (PII) | 0.4 | $753k | 7.7k | 98.43 | |
United Technologies Corporation | 0.4 | $755k | 7.5k | 100.05 | |
C.H. Robinson Worldwide (CHRW) | 0.4 | $748k | 10k | 74.24 | |
Walt Disney Company (DIS) | 0.4 | $732k | 7.4k | 99.29 | |
Carnival Corporation (CCL) | 0.4 | $729k | 14k | 52.79 | |
Global X Etf equity | 0.4 | $743k | 37k | 20.20 | |
Whitewave Foods | 0.4 | $704k | 17k | 40.63 | |
Baxalta Incorporated | 0.3 | $676k | 17k | 40.38 | |
Bristol Myers Squibb (BMY) | 0.3 | $655k | 10k | 63.80 | |
Baxter International (BAX) | 0.3 | $634k | 15k | 41.06 | |
Marriott International (MAR) | 0.3 | $638k | 9.0k | 71.22 | |
Gentex Corporation (GNTX) | 0.3 | $644k | 41k | 15.68 | |
E.I. du Pont de Nemours & Company | 0.3 | $625k | 9.9k | 63.28 | |
Raytheon Company | 0.3 | $614k | 5.0k | 122.68 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $619k | 12k | 53.09 | |
Visa (V) | 0.3 | $606k | 7.9k | 76.52 | |
Qualcomm (QCOM) | 0.3 | $574k | 11k | 51.17 | |
Seagate Technology Com Stk | 0.3 | $573k | 17k | 34.47 | |
BP (BP) | 0.3 | $558k | 19k | 30.16 | |
Pfizer (PFE) | 0.3 | $556k | 19k | 29.66 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $556k | 8.1k | 68.38 | |
KAR Auction Services (KAR) | 0.3 | $554k | 15k | 38.11 | |
Eli Lilly & Co. (LLY) | 0.3 | $544k | 7.6k | 72.05 | |
Factorshares Tr ise cyber sec | 0.3 | $528k | 22k | 23.97 | |
Sprott Physical Gold Trust (PHYS) | 0.3 | $507k | 50k | 10.12 | |
ConocoPhillips (COP) | 0.2 | $482k | 12k | 40.25 | |
Harman International Industries | 0.2 | $490k | 5.5k | 89.09 | |
Powershares Kbw Bank Etf | 0.2 | $477k | 14k | 33.03 | |
Delta Air Lines (DAL) | 0.2 | $434k | 8.9k | 48.63 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $429k | 3.6k | 118.84 | |
Bankunited (BKU) | 0.2 | $428k | 12k | 34.44 | |
McDonald's Corporation (MCD) | 0.2 | $400k | 3.2k | 125.79 | |
Cardinal Health (CAH) | 0.2 | $414k | 5.1k | 81.98 | |
Take-Two Interactive Software (TTWO) | 0.2 | $377k | 10k | 37.70 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $372k | 4.5k | 82.83 | |
Annaly Capital Management | 0.2 | $356k | 35k | 10.27 | |
United Rentals (URI) | 0.2 | $340k | 5.5k | 62.16 | |
General Mills (GIS) | 0.2 | $351k | 5.5k | 63.36 | |
Ford Motor Company (F) | 0.2 | $343k | 25k | 13.51 | |
Pra (PRAA) | 0.2 | $336k | 11k | 29.41 | |
Bank of America Corporation (BAC) | 0.1 | $284k | 21k | 13.54 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $297k | 12k | 25.55 | |
Cdk Global Inc equities | 0.1 | $285k | 6.1k | 46.47 | |
American Express Company (AXP) | 0.1 | $253k | 4.1k | 61.33 | |
Clorox Company (CLX) | 0.1 | $260k | 2.1k | 125.85 | |
Amazon (AMZN) | 0.1 | $246k | 415.00 | 592.77 | |
Colgate-Palmolive Company (CL) | 0.1 | $228k | 3.2k | 70.76 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $226k | 2.9k | 79.16 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $240k | 2.8k | 85.11 | |
McKesson Corporation (MCK) | 0.1 | $212k | 1.4k | 157.04 | |
iShares S&P Latin America 40 Index (ILF) | 0.1 | $218k | 8.7k | 25.14 | |
Activision Blizzard | 0.1 | $203k | 6.0k | 33.83 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.1 | $198k | 21k | 9.47 | |
First Trust ISE Revere Natural Gas | 0.0 | $68k | 17k | 4.10 | |
Sei High Yield Bond mf | 0.0 | $74k | 11k | 6.63 | |
Applied Dna Sciences | 0.0 | $72k | 21k | 3.44 | |
Galena Biopharma | 0.0 | $53k | 39k | 1.36 | |
Amarin Corporation (AMRN) | 0.0 | $30k | 20k | 1.54 | |
RegeneRx Biopharmaceuticals | 0.0 | $44k | 63k | 0.70 | |
Cannabix Technologies (BLOZF) | 0.0 | $40k | 200k | 0.20 | |
Golden Star Cad | 0.0 | $19k | 41k | 0.46 | |
Vista Gold (VGZ) | 0.0 | $17k | 35k | 0.49 | |
Organovo Holdings | 0.0 | $28k | 13k | 2.19 | |
Competitive Companies | 0.0 | $12k | 610k | 0.02 | |
Delcath Systems | 0.0 | $6.1k | 22k | 0.28 | |
Exeter Res Corp | 0.0 | $8.0k | 15k | 0.53 | |
Geopharma | 0.0 | $0 | 40k | 0.00 | |
Access Worldwide Comm | 0.0 | $0 | 41k | 0.00 | |
Water Technologies Intl | 0.0 | $0 | 404k | 0.00 | |
Identa | 0.0 | $0 | 1.1M | 0.00 | |
Axiom | 0.0 | $2.6k | 130k | 0.02 | |
E Digital | 0.0 | $1.8k | 60k | 0.03 | |
Iconic Brands | 0.0 | $0 | 1.8M | 0.00 |