Moisand Fitzgerald Tamayo
Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHM, IVV, SPLG, SCHH, and represent 36.91% of Moisand Fitzgerald Tamayo's stock portfolio.
- Added to shares of these 10 stocks: SCHH, SCHR, PG, VOO, SPTI, AVDV, USRT, AVUV, SPLG, AMZN.
- Started 41 new stock positions in JD, SEDG, MRO, AAL, APPN, TFI, ILMN, VIAC, MDRX, FITB.
- Reduced shares in these 10 stocks: SLYV, SCHV, SCHA, SCHM, SPYV, SPSM, SPMD, IVV, FARO, SCHC.
- Sold out of its positions in ARKK, ADBE, AEP, BLK, Rts/bristol-myers Squibb Compa, BTI, CAH, CARR, CenturyLink, CXP.
- Moisand Fitzgerald Tamayo was a net seller of stock by $-7.3M.
- Moisand Fitzgerald Tamayo has $232M in assets under management (AUM), dropping by 4.35%.
- Central Index Key (CIK): 0001649107
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Portfolio Holdings for Moisand Fitzgerald Tamayo
Companies in the Moisand Fitzgerald Tamayo portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.1 | $21M | 58k | 364.30 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 7.9 | $18M | -3% | 245k | 74.43 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $17M | 42k | 397.82 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 6.5 | $15M | 325k | 46.61 | ||
| Schwab Strategic Tr Us Reit Etf (SCHH) | 6.2 | $14M | +6% | 351k | 41.09 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.0 | $14M | 369k | 37.62 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.6 | $8.3M | -15% | 127k | 65.28 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 3.3 | $7.6M | +9% | 135k | 56.41 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.2 | $7.3M | 143k | 51.31 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 3.0 | $6.9M | -25% | 84k | 81.99 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.7 | $6.3M | -18% | 63k | 99.67 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 2.5 | $5.7M | -4% | 124k | 45.76 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.9 | $4.5M | -5% | 114k | 39.42 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $4.4M | +2% | 62k | 72.20 | |
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| Ishares Tr Cre U S Reit Etf (USRT) | 1.8 | $4.2M | +2% | 81k | 52.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $4.2M | 20k | 206.71 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 1.7 | $3.9M | 17k | 223.84 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.6 | $3.8M | -4% | 108k | 35.36 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.6 | $3.7M | -4% | 62k | 60.67 | |
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $3.7M | 28k | 131.46 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $3.2M | 14k | 221.36 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $3.0M | 14k | 214.08 | ||
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.0 | $2.3M | 75k | 30.66 | ||
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.0 | $2.3M | +5% | 71k | 32.08 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $2.1M | -19% | 57k | 37.89 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.9 | $2.0M | 14k | 146.97 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $1.8M | 13k | 141.23 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.5M | -4% | 16k | 96.04 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $1.5M | 6.1k | 237.16 | ||
| 3M Company (MMM) | 0.6 | $1.4M | 7.5k | 192.69 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $1.4M | -26% | 33k | 42.26 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.4M | 8.2k | 165.66 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.2M | 13k | 91.88 | ||
| Walt Disney Company (DIS) | 0.5 | $1.2M | 6.4k | 184.57 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 5.1k | 221.01 | ||
| Apple (AAPL) | 0.5 | $1.1M | +3% | 9.2k | 122.16 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.5 | $1.1M | -9% | 30k | 37.37 | |
| L3harris Technologies (LHX) | 0.4 | $974k | 4.8k | 202.71 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $970k | +13% | 16k | 62.18 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $938k | 8.6k | 108.49 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $914k | -2% | 3.5k | 260.40 | |
| Wec Energy Group (WEC) | 0.4 | $901k | 9.6k | 93.55 | ||
| Microsoft Corporation (MSFT) | 0.4 | $836k | 3.5k | 235.83 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $819k | -8% | 10k | 82.18 | |
| Home Depot (HD) | 0.3 | $771k | -20% | 2.5k | 305.23 | |
| Nextera Energy (NEE) | 0.3 | $760k | 10k | 75.61 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $753k | 4.1k | 185.38 | ||
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $729k | 12k | 60.48 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $709k | 9.3k | 75.92 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $703k | -2% | 5.5k | 128.43 | |
| Johnson & Johnson (JNJ) | 0.3 | $654k | 4.0k | 164.40 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $578k | 8.0k | 71.82 | ||
| At&t (T) | 0.2 | $574k | 19k | 30.25 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $539k | 1.4k | 396.62 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $523k | -12% | 5.9k | 88.78 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.2 | $480k | 5.1k | 94.64 | ||
| Coca-Cola Company (KO) | 0.2 | $427k | -5% | 8.1k | 52.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $418k | 1.6k | 255.35 | ||
| Procter & Gamble Company (PG) | 0.2 | $380k | NEW | 2.8k | 135.33 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $368k | 3.2k | 113.76 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $365k | +16% | 3.8k | 96.59 | |
| American Express Company (AXP) | 0.1 | $342k | 2.4k | 141.38 | ||
| Deere & Company (DE) | 0.1 | $340k | -18% | 908.00 | 374.45 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $325k | 2.8k | 114.76 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $300k | -3% | 1.9k | 159.57 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $289k | 4.4k | 65.62 | ||
| Ishares Tr National Mun Etf (MUB) | 0.1 | $289k | 2.5k | 115.88 | ||
| Pfizer (PFE) | 0.1 | $274k | -6% | 7.6k | 36.25 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $267k | 972.00 | 274.69 | ||
| Hilton Worldwide Holdings (HLT) | 0.1 | $263k | 2.2k | 121.03 | ||
| FARO Technologies (FARO) | 0.1 | $260k | -50% | 3.0k | 86.67 | |
| Wal-Mart Stores (WMT) | 0.1 | $260k | 1.9k | 135.84 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $240k | 3.7k | 65.15 | ||
| PNC Financial Services (PNC) | 0.1 | $233k | -18% | 1.3k | 175.58 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $232k | 4.5k | 51.05 | ||
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $223k | 3.2k | 69.45 | ||
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $220k | -3% | 1.7k | 133.01 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $214k | 2.1k | 100.56 | ||
| Darden Restaurants (DRI) | 0.1 | $207k | 1.5k | 141.88 | ||
| Southside Bancshares (SBSI) | 0.1 | $204k | -15% | 5.3k | 38.59 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $187k | 3.4k | 55.00 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $178k | 3.2k | 55.68 | ||
| Paypal Holdings (PYPL) | 0.1 | $164k | -5% | 676.00 | 242.60 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $164k | 498.00 | 329.32 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $156k | 483.00 | 322.98 | ||
| McDonald's Corporation (MCD) | 0.1 | $150k | 670.00 | 223.88 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $143k | 943.00 | 151.64 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $131k | 354.00 | 370.06 | ||
| Royal Caribbean Cruises (RCL) | 0.1 | $120k | +3% | 1.4k | 85.96 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $120k | 1.2k | 100.08 | ||
| Boeing Company (BA) | 0.1 | $118k | 465.00 | 253.76 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $113k | 1.9k | 58.01 | ||
| Amazon (AMZN) | 0.0 | $111k | +89% | 36.00 | 3083.33 | |
| Nuveen Select Tax Free Incom Sh Ben Int (NXQ) | 0.0 | $104k | -8% | 6.4k | 16.15 | |
| Bristol Myers Squibb (BMY) | 0.0 | $104k | +5% | 1.6k | 63.30 | |
| Facebook Cl A (FB) | 0.0 | $103k | -2% | 350.00 | 294.29 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $101k | 3.2k | 31.09 | ||
| V.F. Corporation (VFC) | 0.0 | $96k | -15% | 1.2k | 80.00 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $95k | 1.8k | 53.92 | ||
| Clearpoint Neuro (CLPT) | 0.0 | $93k | 4.4k | 21.25 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $92k | +3% | 1.9k | 49.33 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $90k | +6% | 1.7k | 52.02 | |
| Tesla Motors (TSLA) | 0.0 | $89k | +9% | 133.00 | 669.17 | |
| Fidelity National Information Services (FIS) | 0.0 | $87k | 619.00 | 140.55 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $85k | 2.2k | 38.58 | ||
| Norfolk Southern (NSC) | 0.0 | $84k | -51% | 311.00 | 270.10 | |
| South State Corporation (SSB) | 0.0 | $83k | 1.1k | 78.08 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $80k | 912.00 | 87.72 | ||
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $79k | 5.0k | 15.94 | ||
| Becton, Dickinson and (BDX) | 0.0 | $74k | 305.00 | 242.62 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $70k | -9% | 370.00 | 189.19 | |
| Twitter (TWTR) | 0.0 | $67k | -12% | 1.1k | 63.81 | |
| First Commonwealth Financial (FCF) | 0.0 | $67k | 4.7k | 14.28 | ||
| CSX Corporation (CSX) | 0.0 | $66k | 682.00 | 96.77 | ||
| Enterprise Products Partners (EPD) | 0.0 | $66k | 3.0k | 22.14 | ||
| General Mills (GIS) | 0.0 | $62k | 1.0k | 61.20 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $59k | 474.00 | 124.47 | ||
| Southern Company (SO) | 0.0 | $59k | +26% | 957.00 | 61.65 | |
| Marriott Intl Cl A (MAR) | 0.0 | $59k | 400.00 | 147.50 | ||
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $59k | 462.00 | 127.71 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $58k | 764.00 | 75.92 | ||
| Caterpillar (CAT) | 0.0 | $56k | 242.00 | 231.41 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $56k | -3% | 27.00 | 2074.07 | |
| Chevron Corporation (CVX) | 0.0 | $55k | -34% | 522.00 | 105.36 | |
| Union Pacific Corporation (UNP) | 0.0 | $53k | -4% | 240.00 | 220.83 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $52k | 240.00 | 216.67 | ||
| Raymond James Financial (RJF) | 0.0 | $51k | 416.00 | 122.60 | ||
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $49k | 129.00 | 379.85 | ||
| Nike CL B (NKE) | 0.0 | $48k | -7% | 363.00 | 132.23 | |
| Philip Morris International (PM) | 0.0 | $47k | -78% | 528.00 | 89.02 | |
| Prudential Financial (PRU) | 0.0 | $46k | +235% | 507.00 | 90.73 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $46k | 659.00 | 69.80 | ||
| Honeywell International (HON) | 0.0 | $45k | 208.00 | 216.35 | ||
| Cisco Systems (CSCO) | 0.0 | $45k | +12% | 878.00 | 51.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $43k | 21.00 | 2047.62 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $40k | 74.00 | 540.54 | ||
| Canopy Gro (CGC) | 0.0 | $39k | 1.2k | 31.76 | ||
| Palo Alto Networks (PANW) | 0.0 | $39k | 120.00 | 325.00 | ||
| Bank of America Corporation (BAC) | 0.0 | $39k | +41% | 1.0k | 38.31 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $37k | +7% | 1.4k | 26.43 | |
| Illinois Tool Works (ITW) | 0.0 | $37k | -50% | 168.00 | 220.24 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $36k | 837.00 | 43.01 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $36k | 674.00 | 53.41 | ||
| Tekla Healthcare Opportuniti SHS (THQ) | 0.0 | $36k | 1.6k | 21.94 | ||
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $33k | +7% | 1.5k | 21.85 | |
| Masco Corporation (MAS) | 0.0 | $32k | 530.00 | 60.38 | ||
| Smucker J M Com New (SJM) | 0.0 | $32k | 254.00 | 125.98 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $32k | +19% | 590.00 | 54.24 | |
| International Business Machines (IBM) | 0.0 | $32k | -5% | 241.00 | 132.78 | |
| Lowe's Companies (LOW) | 0.0 | $32k | 166.00 | 192.77 | ||
| S&T Ban (STBA) | 0.0 | $32k | 950.00 | 33.68 | ||
| Valley National Ban (VLY) | 0.0 | $29k | 2.1k | 13.71 | ||
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $28k | 825.00 | 33.94 | ||
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $27k | 154.00 | 175.32 | ||
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $27k | 387.00 | 69.77 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $26k | +8% | 175.00 | 148.57 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $26k | 742.00 | 35.04 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $25k | +31% | 348.00 | 71.84 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $25k | +62% | 518.00 | 48.26 | |
| Xylem (XYL) | 0.0 | $24k | 229.00 | 104.80 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $24k | 350.00 | 68.57 | ||
| Western Asset Intm Muni Fd I (SBI) | 0.0 | $24k | 2.6k | 9.30 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $23k | -5% | 152.00 | 151.32 | |
| Pepsi (PEP) | 0.0 | $22k | -77% | 152.00 | 144.74 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $22k | +2% | 441.00 | 49.89 | |
| Citigroup Com New (C) | 0.0 | $21k | +714% | 285.00 | 73.68 | |
| National Retail Properties (NNN) | 0.0 | $21k | 481.00 | 43.66 | ||
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $20k | 302.00 | 66.23 | ||
| Moody's Corporation (MCO) | 0.0 | $20k | +6600% | 67.00 | 298.51 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $20k | 729.00 | 27.43 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $19k | NEW | 350.00 | 54.29 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $19k | -80% | 325.00 | 58.46 | |
| United Parcel Service CL B (UPS) | 0.0 | $18k | +91% | 107.00 | 168.22 | |
| Dominion Resources (D) | 0.0 | $18k | 240.00 | 75.00 | ||
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $18k | NEW | 150.00 | 120.00 | |
| First Horizon National Corporation (FHN) | 0.0 | $18k | 1.1k | 17.01 | ||
| Harley-Davidson (HOG) | 0.0 | $17k | 415.00 | 40.96 | ||
| Exelon Corporation (EXC) | 0.0 | $17k | -26% | 391.00 | 43.48 | |
| General Electric Company (GE) | 0.0 | $17k | +15% | 1.3k | 12.83 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $17k | 346.00 | 49.13 | ||
| Ishares Tr High Yld Bd Fctr (HYDB) | 0.0 | $16k | 306.00 | 52.29 | ||
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $15k | NEW | 516.00 | 29.07 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $15k | -14% | 133.00 | 112.78 | |
| Consolidated Edison (ED) | 0.0 | $15k | -74% | 200.00 | 75.00 | |
| Merck & Co (MRK) | 0.0 | $15k | 200.00 | 75.00 | ||
| Huntington Ingalls Inds (HII) | 0.0 | $15k | 75.00 | 200.00 | ||
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $15k | 466.00 | 32.19 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $14k | 402.00 | 34.83 | ||
| Retail Pptys Amer Cl A (RPAI) | 0.0 | $14k | 1.3k | 10.74 | ||
| ConocoPhillips (COP) | 0.0 | $14k | 272.00 | 51.47 | ||
| Ford Motor Company (F) | 0.0 | $14k | +613% | 1.1k | 12.50 | |
| Principal Financial (PFG) | 0.0 | $13k | 210.00 | 61.90 | ||
| New York Community Ban (NYCB) | 0.0 | $13k | 1.0k | 13.00 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $13k | -62% | 36.00 | 361.11 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $13k | 89.00 | 146.07 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $13k | 272.00 | 47.79 | ||
| AFLAC Incorporated (AFL) | 0.0 | $12k | 238.00 | 50.42 | ||
| Starbucks Corporation (SBUX) | 0.0 | $12k | 114.00 | 105.26 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $12k | 143.00 | 83.92 | ||
| PPG Industries (PPG) | 0.0 | $12k | 80.00 | 150.00 | ||
| Wells Fargo & Company (WFC) | 0.0 | $12k | +100% | 300.00 | 40.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $12k | NEW | 55.00 | 218.18 | |
| American Intl Group Com New (AIG) | 0.0 | $12k | NEW | 260.00 | 46.15 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $12k | 707.00 | 16.97 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $11k | +22% | 166.00 | 66.27 | |
| Olin Corp Com Par $1 (OLN) | 0.0 | $11k | 285.00 | 38.60 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $11k | 87.00 | 126.44 | ||
| Mastercard Incorporated Cl A (MA) | 0.0 | $11k | 30.00 | 366.67 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $11k | 200.00 | 55.00 | ||
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $11k | 400.00 | 27.50 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $11k | NEW | 150.00 | 73.33 | |
| Viatris (VTRS) | 0.0 | $11k | -23% | 815.00 | 13.50 | |
| Illumina (ILMN) | 0.0 | $10k | NEW | 27.00 | 370.37 | |
| Verizon Communications (VZ) | 0.0 | $10k | +138% | 172.00 | 58.14 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $10k | 300.00 | 33.33 | ||
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $10k | 300.00 | 33.33 | ||
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $10k | 386.00 | 25.91 | ||
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $9.0k | 348.00 | 25.86 | ||
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $9.0k | 583.00 | 15.44 | ||
| Morgan Stanley Com New (MS) | 0.0 | $9.0k | +15% | 115.00 | 78.26 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $9.0k | -61% | 276.00 | 32.61 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $9.0k | 305.00 | 29.51 | ||
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $9.0k | 62.00 | 145.16 | ||
| MercadoLibre (MELI) | 0.0 | $9.0k | 6.00 | 1500.00 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $9.0k | 50.00 | 180.00 | ||
| Rocket Cos Com Cl A (RKT) | 0.0 | $9.0k | +60% | 400.00 | 22.50 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $9.0k | 53.00 | 169.81 | ||
| MetLife (MET) | 0.0 | $9.0k | 151.00 | 59.60 | ||
| BP Sponsored Adr (BP) | 0.0 | $8.0k | +19% | 310.00 | 25.81 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $8.0k | -3% | 206.00 | 38.84 | |
| Alpha Architect Etf Tr Us Quan Momentum (QMOM) | 0.0 | $8.0k | NEW | 153.00 | 52.29 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $8.0k | 91.00 | 87.91 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $8.0k | 45.00 | 177.78 | ||
| Phillips 66 (PSX) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $8.0k | 78.00 | 102.56 | ||
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $8.0k | 49.00 | 163.27 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.0 | $8.0k | -7% | 362.00 | 22.10 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.0 | $7.0k | 345.00 | 20.29 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.0 | $7.0k | 341.00 | 20.53 | ||
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $7.0k | 252.00 | 27.78 | ||
| Western Digital (WDC) | 0.0 | $7.0k | NEW | 100.00 | 70.00 | |
| Fifth Third Ban (FITB) | 0.0 | $7.0k | NEW | 200.00 | 35.00 | |
| Hldgs (UAL) | 0.0 | $7.0k | 128.00 | 54.69 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $7.0k | 22.00 | 318.18 | ||
| Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) | 0.0 | $7.0k | -23% | 71.00 | 98.59 | |
| United Sts Oil Units (USO) | 0.0 | $7.0k | 177.00 | 39.55 | ||
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $6.0k | 146.00 | 41.10 | ||
| Air Products & Chemicals (APD) | 0.0 | $6.0k | +37% | 22.00 | 272.73 | |
| Gilead Sciences (GILD) | 0.0 | $6.0k | 100.00 | 60.00 | ||
| Stealthgas SHS (GASS) | 0.0 | $6.0k | 2.0k | 3.00 | ||
| General Motors Company (GM) | 0.0 | $6.0k | NEW | 100.00 | 60.00 | |
| Solaredge Technologies (SEDG) | 0.0 | $6.0k | NEW | 20.00 | 300.00 | |
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.0 | $6.0k | NEW | 115.00 | 52.17 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $6.0k | -80% | 93.00 | 64.52 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $5.0k | 220.00 | 22.73 | ||
| International Paper Company (IP) | 0.0 | $5.0k | 90.00 | 55.56 | ||
| Fastly Cl A (FSLY) | 0.0 | $5.0k | 75.00 | 66.67 | ||
| Public Service Enterprise (PEG) | 0.0 | $5.0k | 76.00 | 65.79 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $5.0k | 44.00 | 113.64 | ||
| Zimmer Holdings (ZBH) | 0.0 | $5.0k | 33.00 | 151.52 | ||
| NiSource (NI) | 0.0 | $5.0k | NEW | 200.00 | 25.00 | |
| Altria (MO) | 0.0 | $5.0k | -96% | 100.00 | 50.00 | |
| American Airls (AAL) | 0.0 | $5.0k | NEW | 200.00 | 25.00 | |
| Beyond Meat (BYND) | 0.0 | $5.0k | 40.00 | 125.00 | ||
| Slack Technologies Com Cl A (WORK) | 0.0 | $5.0k | 125.00 | 40.00 | ||
| Zoominfo Technologies Com Cl A (ZI) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $5.0k | -17% | 60.00 | 83.33 | |
| Dow (DOW) | 0.0 | $5.0k | 71.00 | 70.42 | ||
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $5.0k | 111.00 | 45.05 | ||
| Nio Spon Ads (NIO) | 0.0 | $5.0k | NEW | 130.00 | 38.46 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $5.0k | 206.00 | 24.27 | ||
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $4.0k | 146.00 | 27.40 | ||
| Viad Corp Com New (VVI) | 0.0 | $4.0k | +57% | 107.00 | 37.38 | |
| Oracle Corporation (ORCL) | 0.0 | $4.0k | 52.00 | 76.92 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $4.0k | 26.00 | 153.85 | ||
| Autodesk (ADSK) | 0.0 | $4.0k | NEW | 15.00 | 266.67 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $4.0k | NEW | 15.00 | 266.67 | |
| Abbott Laboratories (ABT) | 0.0 | $4.0k | -64% | 36.00 | 111.11 | |
| Abbvie (ABBV) | 0.0 | $4.0k | -64% | 36.00 | 111.11 | |
| Appian Corp Cl A (APPN) | 0.0 | $4.0k | NEW | 30.00 | 133.33 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $4.0k | -13% | 58.00 | 68.97 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $4.0k | -82% | 132.00 | 30.30 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.0k | +1100% | 180.00 | 22.22 | |
| Kraft Heinz (KHC) | 0.0 | $4.0k | -79% | 109.00 | 36.70 | |
| Schlumberger (SLB) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $3.0k | NEW | 50.00 | 60.00 | |
| Marathon Oil Corporation (MRO) | 0.0 | $3.0k | NEW | 300.00 | 10.00 | |
| Netflix (NFLX) | 0.0 | $3.0k | 6.00 | 500.00 | ||
| salesforce (CRM) | 0.0 | $3.0k | 15.00 | 200.00 | ||
| Te Connectivity Reg Shs (TEL) | 0.0 | $3.0k | 25.00 | 120.00 | ||
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Lumentum Hldgs (LITE) | 0.0 | $3.0k | 30.00 | 100.00 | ||
| Bandwidth Com Cl A (BAND) | 0.0 | $3.0k | NEW | 20.00 | 150.00 | |
| Square Cl A (SQ) | 0.0 | $3.0k | +30% | 13.00 | 230.77 | |
| stock (SPLK) | 0.0 | $3.0k | 22.00 | 136.36 | ||
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $3.0k | 71.00 | 42.25 | ||
| Kontoor Brands (KTB) | 0.0 | $3.0k | -68% | 63.00 | 47.62 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $2.0k | NEW | 300.00 | 6.67 | |
| Huntsman Corporation (HUN) | 0.0 | $2.0k | NEW | 75.00 | 26.67 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.0k | 331.00 | 6.04 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.0k | 41.00 | 48.78 | ||
| Western Union Company (WU) | 0.0 | $2.0k | 100.00 | 20.00 | ||
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $2.0k | NEW | 400.00 | 5.00 | |
| Halliburton Company (HAL) | 0.0 | $2.0k | 100.00 | 20.00 | ||
| UnitedHealth (UNH) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| Kla Corp Com New (KLAC) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $2.0k | NEW | 50.00 | 40.00 | |
| Jd.com Spon Adr Cl A (JD) | 0.0 | $2.0k | NEW | 25.00 | 80.00 | |
| Atlassian Corp Cl A (TEAM) | 0.0 | $2.0k | 8.00 | 250.00 | ||
| Dupont De Nemours (DD) | 0.0 | $2.0k | 20.00 | 100.00 | ||
| Workday Cl A (WDAY) | 0.0 | $2.0k | 9.00 | 222.22 | ||
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $2.0k | 59.00 | 33.90 | ||
| CarMax (KMX) | 0.0 | $2.0k | 15.00 | 133.33 | ||
| Spdr Ser Tr Blombrg Brc Emrg (EBND) | 0.0 | $2.0k | -17% | 87.00 | 22.99 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $2.0k | 24.00 | 83.33 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $2.0k | -88% | 44.00 | 45.45 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $2.0k | 154.00 | 12.99 | ||
| Liberty Media Corp Del Com Ser C Frmla (FWONK) | 0.0 | $2.0k | 42.00 | 47.62 | ||
| Ericsson Adr B Sek 10 (ERIC) | 0.0 | $2.0k | NEW | 150.00 | 13.33 | |
| Resideo Technologies (REZI) | 0.0 | $1.0k | 18.00 | 55.56 | ||
| Ciena Corp Com New (CIEN) | 0.0 | $1.0k | 14.00 | 71.43 | ||
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.0k | 13.00 | 76.92 | ||
| Teladoc (TDOC) | 0.0 | $1.0k | 6.00 | 166.67 | ||
| Lennar Corp Cl A (LEN) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Alaska Air (ALK) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Gamestop Corp Cl A (GME) | 0.0 | $1.0k | NEW | 5.00 | 200.00 | |
| Southwest Airlines (LUV) | 0.0 | $1.0k | 16.00 | 62.50 | ||
| Tempur-Pedic International (TPX) | 0.0 | $1.0k | 40.00 | 25.00 | ||
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $1.0k | 8.00 | 125.00 | ||
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $1.0k | 20.00 | 50.00 | ||
| Etsy (ETSY) | 0.0 | $1.0k | +25% | 5.00 | 200.00 | |
| Workhorse Group Com New (WKHS) | 0.0 | $1.0k | NEW | 50.00 | 20.00 | |
| Rh (RH) | 0.0 | $1.0k | 1.00 | 1000.00 | ||
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $1.0k | 20.00 | 50.00 | ||
| Corteva (CTVA) | 0.0 | $1.0k | 20.00 | 50.00 | ||
| Viacomcbs CL B (VIAC) | 0.0 | $1.0k | NEW | 25.00 | 40.00 | |
| Churchill Capital Corp Iv Cl A (CCIV) | 0.0 | $1.0k | NEW | 40.00 | 25.00 | |
| Visa Com Cl A (V) | 0.0 | $999.999900 | -94% | 3.00 | 333.33 | |
| Everbridge, Inc. Cmn (EVBG) | 0.0 | $999.999900 | 9.00 | 111.11 | ||
| Motorola Solutions Com New (MSI) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.0 | $999.999400 | 43.00 | 23.26 | ||
| Teradata Corporation (TDC) | 0.0 | $999.999000 | 21.00 | 47.62 | ||
| Schnitzer Steel Inds Cl A (SCHN) | 0.0 | $999.999000 | +100% | 30.00 | 33.33 | |
| NCR Corporation (NCR) | 0.0 | $999.999000 | 21.00 | 47.62 | ||
| Xl Fleet Corp Com Cl A (XL) | 0.0 | $999.999000 | 110.00 | 9.09 | ||
| Ross Stores (ROST) | 0.0 | $0 | 4.00 | 0.00 | ||
| Allstate Corporation (ALL) | 0.0 | $0 | 4.00 | 0.00 | ||
| Fluor Corporation (FLR) | 0.0 | $0 | 10.00 | 0.00 | ||
| Constellation Brands Cl A (STZ) | 0.0 | $0 | 2.00 | 0.00 | ||
| Allscripts Healthcare Solutions (MDRX) | 0.0 | $0 | NEW | 25.00 | 0.00 | |
| Wabtec Corporation (WAB) | 0.0 | $0 | 4.00 | 0.00 | ||
| Nordic American Tanker Shippin (NAT) | 0.0 | $0 | 22.00 | 0.00 | ||
| Plug Power Com New (PLUG) | 0.0 | $0 | NEW | 10.00 | 0.00 | |
| Amc Entmt Hldgs Cl A Com (AMC) | 0.0 | $0 | NEW | 30.00 | 0.00 | |
| Hp (HPQ) | 0.0 | $0 | NEW | 10.00 | 0.00 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $0 | 5.00 | 0.00 | ||
| Cloudera (CLDR) | 0.0 | $0 | 30.00 | 0.00 | ||
| Stoneco Com Cl A (STNE) | 0.0 | $0 | 6.00 | 0.00 | ||
| Moderna (MRNA) | 0.0 | $0 | 3.00 | 0.00 | ||
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $0 | 2.00 | 0.00 | ||
| Ocugen (OCGN) | 0.0 | $0 | NEW | 10.00 | 0.00 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $0 | 6.00 | 0.00 | ||
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $0 | NEW | 50.00 | 0.00 | |
| Lumen Technologies (LUMN) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
Past Filings by Moisand Fitzgerald Tamayo
SEC 13F filings are viewable for Moisand Fitzgerald Tamayo going back to 2015
- Moisand Fitzgerald Tamayo 2021 Q1 filed May 3, 2021
- Moisand Fitzgerald Tamayo 2020 Q4 filed Feb. 2, 2021
- Moisand Fitzgerald Tamayo 2020 Q3 filed Nov. 2, 2020
- Moisand Fitzgerald Tamayo 2020 Q2 filed Aug. 7, 2020
- Moisand Fitzgerald Tamayo 2020 Q1 filed May 13, 2020
- Moisand Fitzgerald Tamayo 2019 Q4 filed Jan. 16, 2020
- Moisand Fitzgerald Tamayo 2019 Q3 filed Nov. 1, 2019
- Moisand Fitzgerald Tamayo 2019 Q2 filed Aug. 5, 2019
- Moisand Fitzgerald Tamayo 2019 Q1 filed May 3, 2019
- Moisand Fitzgerald Tamayo 2018 Q4 filed Feb. 11, 2019
- Moisand Fitzgerald Tamayo 2018 Q3 filed Nov. 9, 2018
- Moisand Fitzgerald Tamayo 2018 Q2 filed Aug. 8, 2018
- Moisand Fitzgerald Tamayo 2018 Q1 filed April 30, 2018
- Moisand Fitzgerald Tamayo 2017 Q4 filed Jan. 23, 2018
- Moisand Fitzgerald Tamayo 2017 Q3 filed Nov. 3, 2017
- Moisand Fitzgerald Tamayo 2017 Q2 filed Aug. 8, 2017