StockDriftsStockDriftsTop 50 Dumont & Blake Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 8.85% | 54.4K | $35.4M | -3.53%(-1.99K) | $346.88(+114.00%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust Series 1 | 4.93% | 34.1K | $19.7M | -3.80%(-1.35K) | $271.06(+163.67%) | 2026-03-31 | |
| AAPL | Apple Inc | 4.46% | 70.3K | $17.8M | -1.89%(-1.35K) | $116.21(+157.18%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.68% | 28.9K | $10.7M | -1.40%(-411) | $239.80(+68.98%) | 2026-03-31 | |
| DVY | iShares DJ Select Dividend Ind | 2.34% | 61.7K | $9.3M | -1.24%(-776) | $91.96(+65.34%) | 2026-03-31 | |
| IWM | iShares Russell 2000 Index Fun | 1.8% | 29.0K | $7.2M | -5.68%(-1.75K) | $158.94(+77.84%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cl A | 1.64% | 22.8K | $6.6M | -1.27%(-293) | $104.80(+284.18%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield E | 1.55% | 42.0K | $6.2M | -1.96%(-837) | $93.53(+66.40%) | 2026-03-31 | |
| IWC | iShares Russell Microcap Index | 1.55% | 38.9K | $6.2M | -4.33%(-1.76K) | $90.51(+106.24%) | 2026-03-31 | |
| IVW | iShares S&P 500 Growth | 1.44% | 50.8K | $5.7M | -3.62%(-1.91K) | $58.57(+134.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.70% |
| Top 20 Holdings Unweighted | +15.45% | +53.89% |
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