Dumont & Blake Investment Advisors as of March 31, 2011
Portfolio Holdings for Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors holds 119 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.7 | $11M | 81k | 132.59 | |
Exxon Mobil Corporation (XOM) | 3.9 | $6.2M | 73k | 84.13 | |
Rydex S&P Equal Weight ETF | 2.8 | $4.4M | 87k | 50.46 | |
International Business Machines (IBM) | 2.7 | $4.3M | 27k | 163.07 | |
PowerShares QQQ Trust, Series 1 | 2.1 | $3.4M | 60k | 57.43 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.1 | $3.4M | 19k | 179.57 | |
Microsoft Corporation (MSFT) | 1.9 | $3.0M | 118k | 25.39 | |
Vanguard Telecommunication Services ETF (VOX) | 1.8 | $2.9M | 42k | 68.56 | |
iShares MSCI EAFE Index Fund (EFA) | 1.7 | $2.7M | 45k | 60.08 | |
iShares Russell 2000 Index (IWM) | 1.5 | $2.4M | 28k | 84.18 | |
Schlumberger (SLB) | 1.5 | $2.3M | 25k | 93.26 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.3M | 50k | 46.10 | |
iShares Russell Microcap Index (IWC) | 1.4 | $2.2M | 42k | 53.16 | |
General Electric Company | 1.4 | $2.2M | 110k | 20.05 | |
Chevron Corporation (CVX) | 1.3 | $2.1M | 20k | 107.51 | |
Berkshire Hathaway (BRK.B) | 1.3 | $2.1M | 25k | 83.62 | |
Johnson & Johnson (JNJ) | 1.3 | $2.0M | 35k | 59.25 | |
3M Company (MMM) | 1.3 | $2.0M | 22k | 93.52 | |
Materials SPDR (XLB) | 1.3 | $2.0M | 51k | 40.02 | |
Wal-Mart Stores (WMT) | 1.2 | $2.0M | 38k | 52.04 | |
Caterpillar (CAT) | 1.2 | $1.9M | 17k | 111.38 | |
Procter & Gamble Company (PG) | 1.2 | $1.9M | 31k | 61.61 | |
Oracle Corporation (ORCL) | 1.2 | $1.9M | 57k | 33.44 | |
Lowe's Companies (LOW) | 1.2 | $1.9M | 71k | 26.43 | |
Express Scripts | 1.1 | $1.8M | 33k | 55.62 | |
Amgen (AMGN) | 1.1 | $1.8M | 33k | 53.46 | |
Philip Morris International (PM) | 1.1 | $1.7M | 26k | 65.63 | |
Industrial SPDR (XLI) | 1.1 | $1.7M | 45k | 37.66 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $1.7M | 34k | 48.68 | |
Medtronic | 1.0 | $1.7M | 42k | 39.35 | |
Inergy | 1.0 | $1.7M | 42k | 40.11 | |
Vanguard Information Technology ETF (VGT) | 1.0 | $1.7M | 26k | 64.21 | |
Vanguard Utilities ETF (VPU) | 1.0 | $1.7M | 24k | 69.09 | |
Kohl's Corporation (KSS) | 1.0 | $1.7M | 31k | 53.05 | |
Occidental Petroleum Corporation (OXY) | 1.0 | $1.6M | 16k | 104.46 | |
Gap (GAP) | 1.0 | $1.6M | 71k | 22.66 | |
Consumer Discretionary SPDR (XLY) | 1.0 | $1.6M | 41k | 39.06 | |
Health Care SPDR (XLV) | 1.0 | $1.6M | 47k | 33.10 | |
Corning Incorporated (GLW) | 0.9 | $1.5M | 72k | 20.63 | |
ConocoPhillips (COP) | 0.9 | $1.5M | 19k | 79.85 | |
Teva Pharmaceutical Industries (TEVA) | 0.9 | $1.5M | 29k | 50.18 | |
Vanguard Total Stock Market ETF (VTI) | 0.9 | $1.5M | 21k | 68.69 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.5M | 43k | 34.32 | |
Hewlett-Packard Company | 0.9 | $1.4M | 35k | 40.98 | |
Jabil Circuit (JBL) | 0.9 | $1.4M | 69k | 20.43 | |
Pepsi (PEP) | 0.9 | $1.4M | 21k | 64.42 | |
Thermo Fisher Scientific (TMO) | 0.8 | $1.4M | 24k | 55.55 | |
TJX Companies (TJX) | 0.8 | $1.3M | 27k | 49.74 | |
American Express Company (AXP) | 0.8 | $1.3M | 29k | 45.19 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $1.3M | 43k | 29.86 | |
0.8 | $1.3M | 2.2k | 586.72 | ||
Portfolio Recovery Associates | 0.8 | $1.3M | 15k | 85.10 | |
Bed Bath & Beyond | 0.8 | $1.2M | 26k | 48.27 | |
United Technologies Corporation | 0.8 | $1.2M | 15k | 84.64 | |
Illinois Tool Works (ITW) | 0.8 | $1.2M | 23k | 53.74 | |
New York Community Ban | 0.8 | $1.2M | 71k | 17.26 | |
Bank of America Corporation (BAC) | 0.7 | $1.2M | 89k | 13.34 | |
iShares S&P MidCap 400 Growth (IJK) | 0.7 | $1.2M | 11k | 110.38 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $1.2M | 15k | 78.99 | |
Sigma-Aldrich Corporation | 0.7 | $1.2M | 18k | 63.64 | |
Schwab S&p 500 Select (SWPPX) | 0.7 | $1.2M | 57k | 20.71 | |
Carter's (CRI) | 0.7 | $1.2M | 40k | 28.64 | |
Intel Corporation (INTC) | 0.7 | $1.2M | 57k | 20.18 | |
L-3 Communications Holdings | 0.7 | $1.2M | 15k | 78.32 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.1M | 15k | 76.25 | |
Boeing Company (BA) | 0.7 | $1.1M | 15k | 73.91 | |
Lubrizol Corporation | 0.7 | $1.1M | 8.3k | 134.01 | |
Utilities SPDR (XLU) | 0.7 | $1.1M | 34k | 31.86 | |
Fidelity National Information Services (FIS) | 0.7 | $1.1M | 33k | 32.70 | |
Raytheon Company | 0.7 | $1.1M | 21k | 50.87 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.7 | $1.1M | 12k | 86.16 | |
Wells Fargo & Company (WFC) | 0.7 | $1.0M | 33k | 31.70 | |
Schwab Ny Muni Mf Value Advant | 0.7 | $1.0M | 1.0M | 1.00 | |
FLIR Systems | 0.6 | $1.0M | 30k | 34.63 | |
BlackRock (BLK) | 0.6 | $1.0M | 5.0k | 200.99 | |
Automatic Data Processing (ADP) | 0.6 | $1.0M | 20k | 51.33 | |
SEI Investments Company (SEIC) | 0.6 | $995k | 42k | 23.89 | |
Haemonetics Corporation (HAE) | 0.6 | $955k | 15k | 65.57 | |
Abbott Laboratories (ABT) | 0.6 | $915k | 19k | 49.07 | |
U.S. Bancorp (USB) | 0.6 | $897k | 34k | 26.43 | |
Harris Corporation | 0.6 | $887k | 18k | 49.62 | |
Walgreen Company | 0.6 | $884k | 22k | 40.12 | |
Microchip Technology (MCHP) | 0.5 | $859k | 23k | 38.01 | |
Cisco Systems (CSCO) | 0.5 | $830k | 48k | 17.15 | |
Staples | 0.5 | $830k | 43k | 19.41 | |
BP (BP) | 0.5 | $817k | 19k | 44.16 | |
SYSCO Corporation (SYY) | 0.5 | $821k | 30k | 27.70 | |
Dollar General (DG) | 0.5 | $747k | 24k | 31.37 | |
Aaron's | 0.5 | $735k | 29k | 25.35 | |
Peoples S&p Midcap Index Fd Dreyfs Mcp Idx mutual funds | 0.4 | $636k | 21k | 30.44 | |
E.I. du Pont de Nemours & Company | 0.4 | $620k | 11k | 54.98 | |
Schwab Select Small Cap Index (SWSSX) | 0.4 | $602k | 26k | 22.83 | |
Air Products & Chemicals (APD) | 0.3 | $496k | 5.5k | 90.18 | |
Verizon Communications (VZ) | 0.3 | $473k | 12k | 38.51 | |
At&t (T) | 0.3 | $430k | 14k | 30.62 | |
Hudson City Ban | 0.3 | $420k | 43k | 9.68 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $402k | 8.1k | 49.37 | |
Delcath Systems | 0.2 | $297k | 40k | 7.36 | |
Pfizer (PFE) | 0.2 | $295k | 15k | 20.31 | |
Eli Lilly & Co. (LLY) | 0.2 | $266k | 7.6k | 35.12 | |
Apple (AAPL) | 0.2 | $254k | 728.00 | 348.90 | |
General Mills (GIS) | 0.2 | $263k | 7.2k | 36.51 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $264k | 3.3k | 79.14 | |
Goldman Sachs (GS) | 0.1 | $232k | 1.5k | 158.80 | |
Energy Select Sector SPDR (XLE) | 0.1 | $226k | 2.8k | 79.72 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $224k | 3.7k | 60.79 | |
Kinder Morgan Energy Partners | 0.1 | $213k | 2.9k | 74.09 | |
Information Systems Associates | 0.0 | $18k | 150k | 0.12 | |
Schwab Muni Mf -value Advant (SWTXX) | 0.0 | $16k | 17k | 0.97 | |
Voyant International (VOYT) | 0.0 | $0 | 500k | 0.00 | |
Watair | 0.0 | $0 | 10k | 0.00 | |
Access Worldwide Comm | 0.0 | $1.2k | 60k | 0.02 | |
Aspire International | 0.0 | $6.0k | 15k | 0.40 | |
Cord Blood America | 0.0 | $0 | 100k | 0.00 | |
Earthfirst Techologies | 0.0 | $0 | 65k | 0.00 | |
Environmental Service Professi | 0.0 | $2.4k | 120k | 0.02 | |
Ocean Mart | 0.0 | $1.0k | 20k | 0.05 | |
Soligenix | 0.0 | $4.0k | 20k | 0.20 | |
Waterpure International | 0.0 | $0 | 400k | 0.00 |