• 13F History

DUMONT & BLAKE INVESTMENT ADVISORS LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$357M
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 205 stock holdings with total value $357M as of Q1 2025. Top holdings included SPY, QQQ, RSP, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 205 $357M +$4.56M -$5.37M -$809K SPY, QQQ, RSP, AAPL, MSFT 13F-HR 4/8/2025, 04:11 PM
Q4 2024 201 $373M +$5.36M -$9.4M -$4.04M SPY, QQQ, AAPL, RSP, MSFT 13F-HR 1/23/2025, 02:32 PM
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 197 $347M +$12.4M -$10.5M +$1.91M SPY, QQQ, RSP, MSFT, AAPL 13F-HR 4/17/2024, 04:56 PM
Q4 2023 196 $323M +$6.39M -$8.55M -$2.17M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/23/2024, 05:19 PM
Q3 2023 185 $296M +$2.68M -$1.74M +$933K SPY, QQQ, RSP, AAPL, MSFT 13F-HR 10/27/2023, 05:43 PM
Q2 2023 186 $308M +$3.33M -$3.75M -$420K SPY, RSP, QQQ, AAPL, MSFT 13F-HR 8/3/2023, 02:14 PM
Q1 2023 190 $295M +$3.89M -$3.1M +$792K SPY, RSP, QQQ, AAPL, MSFT 13F-HR 4/14/2023, 04:11 PM
Q4 2022 185 $282M +$1.96M -$5.88M -$3.92M SPY, RSP, QQQ, AAPL, MDY 13F-HR 1/26/2023, 01:45 PM
Q3 2022 185 $267M +$8.03M -$19.2M -$11.1M SPY, RSP, QQQ, AAPL, MDY 13F-HR 10/24/2022, 05:06 PM
Q2 2022 197 $306M +$6.83M -$4.15M +$2.68M SPY, RSP, QQQ, AAPL, MSFT 13F-HR 8/3/2022, 02:19 PM
Q1 2022 209 $366M +$14M -$7.18M +$6.8M SPY, RSP, QQQ, AAPL, MSFT 13F-HR 4/27/2022, 04:39 PM
Q4 2021 205 $382M +$6.7M -$1.5M +$5.2M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/31/2022, 02:07 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 195 $292M +$14.4M -$10.3M +$4.13M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 1/29/2021, 03:35 PM
Q3 2020 183 $262M +$16.6M -$1.29M +$15.3M SPY, QQQ, AAPL, RSP, MSFT 13F-HR 10/30/2020, 02:02 PM
Q2 2020 174 $239M +$11.8M -$4.39M +$7.38M SPY, QQQ, RSP, AAPL, MSFT 13F-HR 7/31/2020, 01:44 PM
Q1 2020 167 $195M +$8.39M -$3.81M +$4.58M SPY, QQQ, RSP, MSFT, AAPL 13F-HR 5/5/2020, 11:45 AM
Q4 2019 180 $254M +$5.05M -$5.07M -$19.1K SPY, RSP, QQQ, MDY, DVY 13F-HR 2/5/2020, 04:15 PM
Q3 2019 179 $238M +$5.23M -$6.59M -$1.35M SPY, RSP, QQQ, MDY, DVY 13F-HR 11/12/2019, 10:35 AM
Q2 2019 179 $240M +$11.8M -$6.47M +$5.31M SPY, RSP, QQQ, MDY, DVY 13F-HR 7/31/2019, 06:11 PM
Q1 2019 179 $235M +$5.63M -$5.65M -$23.2K SPY, RSP, QQQ, DVY, MDY 13F-HR 4/4/2019, 04:57 PM
Q4 2018 176 $213M +$10.3M -$11M -$654K SPY, RSP, QQQ, DVY, MDY 13F-HR 2/7/2019, 03:43 PM
Q3 2018 180 $256M +$10M -$3.86M +$6.18M SPY, RSP, DVY, QQQ, AAPL 13F-HR 10/19/2018, 04:24 PM
Q2 2018 183 $238M +$26.1M -$7.43M +$18.7M SPY, DVY, RSP, QQQ, MDY 13F-HR 7/25/2018, 02:24 PM
Q1 2018 187 $234M +$4.29M -$5.51M -$1.21M SPY, DVY, RSPXXXX, QQQXXXX, MDY 13F-HR 4/26/2018, 10:27 AM
Q4 2017 196 $246M +$9.82M -$4.18M +$5.64M SPY, DVY, RSPXXXX, QQQXXXX, SPY 13F-HR 2/15/2018, 04:17 PM
Q3 2017 192 $234M +$7.9M -$5.07M +$2.83M SPY, DVY, RSPXXXX, QQQXXXX, MDY 13F-HR 10/31/2017, 01:45 PM
Q2 2017 193 $226M +$4.6M -$2.05M +$2.55M SPY, DVY, RSPXXXX, QQQXXXX, MDY 13F-HR 7/28/2017, 05:00 PM
Q1 2017 184 $222M +$7.08M -$3.84M +$3.25M SPY, DVY, RSPXXXX, QQQXXXX, MDY 13F-HR 5/4/2017, 11:17 AM
Q4 2016 187 $213M +$6.11M -$1.99M +$4.13M SPY, DVY, RSPXXXX, QQQXXXX, XOM 13F-HR 1/11/2017, 02:33 PM
Q3 2016 182 $204M +$6.63M -$4.53M +$2.1M SPY, DVY, RSPXXXX, QQQXXXX, XOM 13F-HR 11/2/2016, 10:22 AM
Q2 2016 184 $199M +$7.9M -$3.21M +$4.68M SPY, DVY, RSPXXXX, XOM, QQQXXXX Restatement 8/2/2016, 05:47 PM
Q1 2016 174 $193M +$4.53M -$5.42M -$889K SPY, DVY, RSPXXXX, XOM, QQQXXXX 13F-HR 4/21/2016, 10:18 AM
Q4 2015 178 $196M +$11.8M -$5.15M +$6.7M SPY, DVY, RSPXXXX, QQQXXXX, XOM 13F-HR 1/27/2016, 10:36 AM
Q3 2015 168 $185M +$6.31M -$4.04M +$2.27M SPY, DVY, RSPXXXX, XOM, QQQXXXX 13F-HR 10/28/2015, 04:37 PM
Q2 2015 169 $205M +$7.13M -$4.05M +$3.08M SPY, DVY, RSPXXXX, QQQXXXX, XOM 13F-HR 7/20/2015, 02:53 PM
Q1 2015 167 $206M +$7.88M -$1.02M +$6.86M SPY, DVY, RSPXXXX, XOM, AAPL 13F-HR 4/28/2015, 03:58 PM
Q4 2014 159 $202M +$9.29M -$1.96M +$7.32M SPY, DVY, RSPXXXX, XOM, QQQXXXX 13F-HR 2/3/2015, 02:23 PM
Q3 2014 156 $194M +$3.56M -$3.33M +$238K SPY, DVY, XOM, RSPXXXX, QQQXXXX 13F-HR 10/28/2014, 05:23 PM
Q2 2014 155 $199M +$8.97M -$4.64M +$4.33M SPY, DVY, XOM, RSPXXXX, QQQXXXX 13F-HR 7/22/2014, 12:18 PM
Q1 2014 150 $192M +$7.05M -$6.12M +$936K SPY, DVY, XOM, RSPXXXX, IBM 13F-HR 4/29/2014, 03:55 PM
Q4 2013 150 $194M SPY, DVY, XOM, RSPXXXX, QQQXXXX 13F-HR 2/3/2014, 10:13 AM