DUMONT & BLAKE INVESTMENT ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$375M
Signature - Title
Stacy Goldstein - Vice President
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by DUMONT & BLAKE INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DUMONT & BLAKE INVESTMENT ADVISORS LLC reported 200 stock holdings with total value $375M as of Q3 2024. Top holdings included SPY, QQQ, RSP, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 200 $375M +$6.12M -$381M -$374M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 10/23/2024, 04:27 PM
Q2 2024 197 $706M +$360M -$3.23M +$357M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 7/23/2024, 05:52 PM
Q1 2024 198 $347M +$12.4M -$10.5M +$1.91M SPY, QQQ, RSP, MSFT, AAPL 13F-HR 4/17/2024, 04:56 PM
Q4 2023 195 $323M +$6.39M -$8.55M -$2.17M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/23/2024, 05:19 PM
Q3 2023 184 $296M +$2.67M -$2.87M -$206K SPY, QQQ, RSP, AAPL, MSFT 13F-HR 10/27/2023, 05:43 PM
Q2 2023 186 $308M +$3.33M -$5.91M -$2.58M SPY, RSP, QQQ, AAPL, MSFT 13F-HR 8/3/2023, 02:14 PM
Q1 2023 190 $295M +$3.89M -$3.82M +$68.8K SPY, RSP, QQQ, AAPL, MSFT 13F-HR 4/14/2023, 04:11 PM
Q4 2022 184 $282M +$1.95M -$7.32M -$5.36M SPY, RSP, QQQ, AAPL, MDY 13F-HR 1/26/2023, 02:45 PM
Q3 2022 183 $267M +$8.02M -$26.3M -$18.3M SPY, RSP, QQQ, AAPL, MDY 13F-HR 10/24/2022, 05:06 PM
Q2 2022 195 $306M +$6.81M -$10.7M -$3.85M SPY, RSP, QQQ, AAPL, MSFT 13F-HR 8/3/2022, 02:19 PM
Q1 2022 206 $365M +$14M -$12.4M +$1.52M SPY, RSP, QQQ, AAPL, MSFT 13F-HR 4/27/2022, 04:39 PM
Q4 2021 199 $382M +$5.49M -$2.55M +$2.93M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/31/2022, 03:07 PM
Q3 2021 200 $349M +$7.07M -$8.44M -$1.37M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 11/2/2021, 11:51 AM
Q2 2021 202 $351M +$6.51M -$1.08M +$5.42M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 7/22/2021, 04:33 PM
Q1 2021 197 $325M +$13.1M -$3.5M +$9.62M SPY, QQQ, RSP, AAPL, MDY 13F-HR 5/3/2021, 12:34 PM
Q4 2020 191 $292M +$14.4M -$6.39M +$8.02M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/29/2021, 04:35 PM
Q3 2020 179 $258M +$16.4M -$2.19M +$14.2M SPY, QQQ, AAPL, RSP, MSFT 13F-HR 10/30/2020, 02:02 PM
Q2 2020 168 $234M +$11.1M -$6.49M +$4.64M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 7/31/2020, 01:44 PM
Q1 2020 158 $191M +$6.31M -$11.7M -$5.41M SPY, QQQ, RSP, MSFT, AAPL 13F-HR 5/5/2020, 11:45 AM
Q4 2019 169 $251M +$4.11M -$6.53M -$2.42M SPY, RSP, QQQ, MDY, DVY 13F-HR 2/5/2020, 05:15 PM
Q3 2019 171 $235M +$4.4M -$9.32M -$4.92M SPY, RSP, QQQ, MDY, DVY 13F-HR 11/12/2019, 11:35 AM
Q2 2019 173 $238M +$10.8M -$12.3M -$1.46M SPY, RSP, QQQ, MDY, DVY 13F-HR 7/31/2019, 06:11 PM
Q1 2019 169 $234M +$5.59M -$4.05M +$1.54M SPY, RSP, QQQ, DVY, MDY 13F-HR 4/4/2019, 04:57 PM
Q4 2018 161 $208M +$9.74M -$14.3M -$4.57M SPY, RSP, QQQ, DVY, MDY 13F-HR 2/7/2019, 04:43 PM
Q3 2018 167 $248M +$8.71M -$4.79M +$3.92M SPY, RSP, DVY, QQQ, AAPL 13F-HR 10/19/2018, 04:24 PM
Q2 2018 168 $232M +$25.3M -$24.9M +$406K SPY, DVY, RSP, QQQ, MDY 13F-HR 7/25/2018, 02:24 PM
Q1 2018 170 $227M +$4.01M -$9.05M -$5.04M SPY, DVY, RSP, QQQ, MDY 13F-HR 4/26/2018, 10:27 AM
Q4 2017 170 $237M +$6.56M -$8.9M -$2.34M SPY, DVY, RSP, QQQ, MDY 13F-HR 2/15/2018, 05:17 PM
Q3 2017 168 $227M +$5.41M -$7.67M -$2.26M SPY, DVY, RSP, QQQ, MDY 13F-HR 10/31/2017, 01:45 PM
Q2 2017 167 $221M +$3.65M -$2.93M +$727K SPY, DVY, RSP, QQQ, MDY 13F-HR 7/28/2017, 05:00 PM
Q1 2017 165 $217M +$6.25M -$5.67M +$577K SPY, DVY, RSP, QQQ, MDY 13F-HR 5/4/2017, 11:17 AM
Q4 2016 167 $207M +$3.25M -$2.69M +$561K SPY, DVY, RSP, QQQ, XOM 13F-HR 1/11/2017, 03:33 PM
Q3 2016 165 $201M +$6.02M -$7.77M -$1.75M SPY, DVY, RSP, QQQ, XOM 13F-HR 11/2/2016, 10:22 AM
Q2 2016 166 $197M +$6.71M -$5.82M +$885K SPY, DVY, RSP, XOM, QQQ Restatement 8/2/2016, 05:47 PM
Q1 2016 160 $192M +$3.74M -$8.3M -$4.57M SPY, DVY, RSP, XOM, QQQ 13F-HR 4/21/2016, 10:18 AM
Q4 2015 162 $194M +$11.3M -$8.81M +$2.53M SPY, DVY, RSP, QQQ, XOM 13F-HR 1/27/2016, 11:36 AM
Q3 2015 157 $183M +$5.93M -$7.52M -$1.59M SPY, DVY, RSP, XOM, QQQ 13F-HR 10/28/2015, 04:37 PM
Q2 2015 157 $202M +$6.85M -$6.04M +$806K SPY, DVY, RSP, QQQ, XOM 13F-HR 7/20/2015, 02:53 PM
Q1 2015 155 $204M +$7.11M -$4.24M +$2.87M SPY, DVY, RSP, XOM, AAPL 13F-HR 4/28/2015, 03:58 PM
Q4 2014 149 $200M +$8.41M -$8.7M -$287K SPY, DVY, RSP, XOM, QQQ 13F-HR 2/3/2015, 03:23 PM
Q3 2014 149 $193M +$2.48M -$6.66M -$4.18M SPY, DVY, XOM, RSP, QQQ 13F-HR 10/28/2014, 05:23 PM
Q2 2014 155 $199M +$8.97M -$5.37M +$3.6M SPY, DVY, XOM, RSP, QQQ 13F-HR 7/22/2014, 12:18 PM
Q1 2014 150 $192M +$7.05M -$11.2M -$4.1M SPY, DVY, XOM, RSP, IBM 13F-HR 4/29/2014, 03:55 PM
Q4 2013 150 $194M $0 $0 SPY, DVY, XOM, RSP, QQQ 13F-HR 2/3/2014, 11:13 AM