DOVER ADVISORS, LLC
RIA/Wealth
DOVER ADVISORS, LLC is a RIA/Wealth led by James Edward Abbe, reporting $332.6M in AUM as of Q3 2025 with MSFT as the largest holding (8% allocation).
CIOJames Edward Abbe
- Portfolio Value
- $250.7M
- Positions
- 164
- Top Holding
- MSFT at 7.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DOVER ADVISORS, LLC's portfolio (35.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $19.0M | 7.58% | -$84.4K Sold | 0.00% 36.7K shares | |
Consumer Electronics Technology | $16.9M | 6.76% | -$234.5K Sold | 0.00% 66.5K shares | |
Insurance - Diversified Financial Services | $12.1M | 4.81% | — | 0.00% 16.0 shares | |
Internet Content & Information Communication Services | $8.3M | 3.30% | -$39.6K Sold | 0.00% 34.1K shares | |
Banks - Diversified Financial Services | $7.3M | 2.92% | -$2.2K Sold | 0.00% 23.2K shares | |
Specialty Retail Consumer Cyclical | $6.2M | 2.46% | +$27.0K Bought | 0.00% 28.1K shares | |
Aerospace & Defense Industrials | $4.9M | 1.94% | +$5.2K Bought | 0.00% 29.0K shares | |
Industrial - Machinery Industrials | $4.9M | 1.94% | -$112.3K Sold | 0.00% 13.0K shares | |
Insurance - Diversified Financial Services | $4.8M | 1.93% | +$4.0K Bought | 0.00% 9.6K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $4.6M | 1.84% | -$74.2K Sold | 0.00% 68.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DOVER ADVISORS, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DOVER ADVISORS, LLC
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