Moisand Fitzgerald Tamayo
Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, DFAS, AVUV, DFUV, SCHR, and represent 42.08% of Moisand Fitzgerald Tamayo's stock portfolio.
- Added to shares of these 10 stocks: DFAS (+$12M), AVUV (+$12M), DFAI (+$6.1M), SCHR, AVLV, DFIC, AVDV, DFAR, DFAE, SPLG.
- Started 150 new stock positions in HYS, SABR, JNK, NPO, IBOC, ANSS, REG, VRSK, GEN, AAWW.
- Reduced shares in these 10 stocks: DFUV, SCHA, SLYV, SCHF, VONV, MMM, SCHV, VOO, DFAT, SCHC.
- Sold out of its positions in ASIX, ALB, Alleghany Corporation, AAT, AMT, AMP, APH, AROC, ARGX, ACLS.
- Moisand Fitzgerald Tamayo was a net buyer of stock by $38M.
- Moisand Fitzgerald Tamayo has $439M in assets under management (AUM), dropping by 20.33%.
- Central Index Key (CIK): 0001649107
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Portfolio Holdings for Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo holds 769 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Moisand Fitzgerald Tamayo has 769 total positions. Only the first 250 positions are shown.
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- Download the Moisand Fitzgerald Tamayo December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 16.9 | $74M | +8% | 3.0M | 25.04 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 7.4 | $32M | +55% | 631k | 51.15 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.9 | $30M | +60% | 408k | 74.51 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.7 | $25M | -5% | 749k | 33.48 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 5.2 | $23M | +11% | 461k | 49.23 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.4 | $20M | +2% | 298k | 65.61 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.4 | $20M | +6% | 352k | 55.35 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.6 | $16M | +5% | 815k | 19.29 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.3 | $14M | +6% | 319k | 44.98 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $14M | -2% | 40k | 351.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $13M | -2% | 33k | 384.21 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.6 | $11M | -2% | 259k | 43.95 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.4 | $10M | +9% | 471k | 21.95 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $8.3M | +9% | 173k | 48.24 | |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.8 | $8.0M | +4% | 371k | 21.60 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.6 | $6.9M | +4% | 243k | 28.24 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.4 | $6.1M | 144k | 42.50 | ||
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.0 | $4.6M | +87% | 91k | 50.19 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 1.0 | $4.5M | +6% | 92k | 49.45 | |
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.9 | $4.1M | +51% | 184k | 22.35 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $3.5M | 17k | 210.52 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.5M | 18k | 191.19 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $3.4M | -13% | 51k | 66.02 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $3.4M | -3% | 110k | 30.40 | |
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $3.3M | 24k | 140.37 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $3.1M | +11% | 15k | 203.81 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $2.8M | +5% | 52k | 53.19 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $2.7M | -27% | 67k | 40.51 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $2.7M | -24% | 83k | 32.21 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.6 | $2.7M | -27% | 36k | 74.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $2.4M | -5% | 48k | 50.14 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $2.3M | +42% | 56k | 41.61 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.3M | -2% | 12k | 183.54 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.5 | $2.1M | +4% | 73k | 28.89 | |
| Apple (AAPL) | 0.4 | $1.7M | 13k | 129.93 | ||
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $1.6M | -27% | 25k | 66.58 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.6M | 11k | 145.07 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.4M | +32% | 31k | 45.15 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.3 | $1.4M | +107% | 32k | 43.35 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $1.3M | 12k | 107.83 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.3M | 5.9k | 220.68 | ||
| Microsoft Corporation (MSFT) | 0.3 | $1.1M | +8% | 4.7k | 239.84 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $1.1M | NEW | 51k | 21.15 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $1.0M | +106% | 47k | 22.21 | |
| L3harris Technologies (LHX) | 0.2 | $1.0M | 4.8k | 208.21 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $992k | 6.2k | 158.81 | ||
| Johnson & Johnson (JNJ) | 0.2 | $951k | +5% | 5.4k | 176.65 | |
| Wec Energy Group (WEC) | 0.2 | $948k | 10k | 93.76 | ||
| Truist Financial Corp equities (TFC) | 0.2 | $946k | -11% | 22k | 43.03 | |
| Nextera Energy (NEE) | 0.2 | $937k | +2% | 11k | 83.60 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $916k | +15% | 8.3k | 110.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $908k | 2.4k | 382.50 | ||
| Home Depot (HD) | 0.2 | $907k | 2.9k | 315.87 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $888k | -24% | 28k | 31.47 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $886k | 5.1k | 174.36 | ||
| Deere & Company (DE) | 0.2 | $855k | 2.0k | 428.76 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $854k | -8% | 10k | 82.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $832k | 8.8k | 94.64 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $809k | 3.3k | 241.86 | ||
| Coca-Cola Company (KO) | 0.2 | $699k | 11k | 63.61 | ||
| Walt Disney Company (DIS) | 0.2 | $682k | -4% | 7.9k | 86.88 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $626k | 3.6k | 174.20 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $625k | 8.3k | 75.28 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $605k | -4% | 2.0k | 308.90 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $602k | +3% | 16k | 38.89 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $541k | -12% | 8.2k | 65.64 | |
| Procter & Gamble Company (PG) | 0.1 | $526k | +6% | 3.5k | 151.56 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $477k | -33% | 13k | 36.97 | |
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $470k | +74% | 19k | 24.77 | |
| Pfizer (PFE) | 0.1 | $460k | +5% | 9.0k | 51.24 | |
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $459k | +277% | 20k | 22.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $436k | +2% | 3.1k | 141.79 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $426k | 7.5k | 56.48 | ||
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $417k | 4.8k | 87.15 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $406k | -11% | 3.9k | 102.81 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $405k | -29% | 14k | 29.69 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $382k | 2.3k | 165.22 | ||
| American Express Company (AXP) | 0.1 | $363k | 2.5k | 147.75 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $354k | +3% | 15k | 24.28 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $351k | 5.7k | 61.95 | ||
| Starbucks Corporation (SBUX) | 0.1 | $301k | +2% | 3.0k | 99.21 | |
| Oracle Corporation (ORCL) | 0.1 | $294k | +3% | 3.6k | 81.74 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $289k | 3.9k | 74.33 | ||
| Amazon (AMZN) | 0.1 | $288k | +39% | 3.4k | 84.00 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $282k | 1.1k | 266.84 | ||
| TJX Companies (TJX) | 0.1 | $278k | +2% | 3.5k | 79.60 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $276k | 2.2k | 126.36 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $268k | 492.00 | 545.61 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $263k | +42% | 1.8k | 146.14 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $256k | 1.8k | 138.67 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $246k | -8% | 2.5k | 96.99 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $231k | +26% | 5.0k | 45.88 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $227k | -10% | 2.2k | 105.52 | |
| McDonald's Corporation (MCD) | 0.1 | $220k | 834.00 | 263.53 | ||
| PNC Financial Services (PNC) | 0.0 | $213k | 1.3k | 157.94 | ||
| At&t (T) | 0.0 | $212k | -3% | 12k | 18.41 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $212k | 4.2k | 50.45 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $212k | -5% | 3.6k | 58.50 | |
| Verizon Communications (VZ) | 0.0 | $205k | +11% | 5.2k | 39.40 | |
| Darden Restaurants (DRI) | 0.0 | $202k | 1.5k | 138.33 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $201k | 1.0k | 200.54 | ||
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $200k | -19% | 6.8k | 29.41 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $196k | 2.9k | 68.01 | ||
| Southside Bancshares (SBSI) | 0.0 | $190k | 5.3k | 35.99 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $182k | 548.00 | 331.33 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $180k | -5% | 4.0k | 44.81 | |
| Qualcomm (QCOM) | 0.0 | $169k | -7% | 1.5k | 109.94 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $169k | 1.4k | 120.60 | ||
| Paychex (PAYX) | 0.0 | $150k | 1.3k | 115.56 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $145k | 1.6k | 91.29 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $143k | 943.00 | 151.65 | ||
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $137k | 4.1k | 33.80 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $133k | +32% | 1.6k | 83.76 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $130k | 268.00 | 486.49 | ||
| Valero Energy Corporation (VLO) | 0.0 | $127k | -3% | 1.0k | 126.86 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $124k | 819.00 | 151.85 | ||
| UnitedHealth (UNH) | 0.0 | $119k | +85% | 224.00 | 530.18 | |
| Chevron Corporation (CVX) | 0.0 | $113k | +3% | 631.00 | 179.50 | |
| Bristol Myers Squibb (BMY) | 0.0 | $109k | -7% | 1.5k | 71.95 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $106k | +32% | 787.00 | 134.10 | |
| Pepsi (PEP) | 0.0 | $105k | +115% | 582.00 | 180.80 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $99k | 1.8k | 54.84 | ||
| General Mills (GIS) | 0.0 | $96k | +5% | 1.2k | 83.85 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $92k | 3.2k | 28.44 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $90k | 1.2k | 74.55 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $89k | +5% | 1.0k | 88.73 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $89k | NEW | 1.7k | 50.67 | |
| FARO Technologies (FARO) | 0.0 | $88k | 3.0k | 29.41 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $87k | +3% | 848.00 | 102.99 | |
| Prudential Financial (PRU) | 0.0 | $86k | +27% | 864.00 | 99.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $85k | +25% | 963.00 | 88.23 | |
| Norfolk Southern (NSC) | 0.0 | $85k | +6% | 344.00 | 246.42 | |
| Becton, Dickinson and (BDX) | 0.0 | $85k | -2% | 333.00 | 254.30 | |
| Tesla Motors (TSLA) | 0.0 | $84k | 680.00 | 123.18 | ||
| Lincoln National Corporation (LNC) | 0.0 | $83k | +2% | 2.7k | 30.72 | |
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $82k | 5.9k | 13.91 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $81k | 1.2k | 70.50 | ||
| South State Corporation (SSB) | 0.0 | $81k | 1.1k | 76.36 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $80k | 250.00 | 319.41 | ||
| International Business Machines (IBM) | 0.0 | $79k | +6% | 563.00 | 140.89 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $78k | -9% | 1.2k | 66.65 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $76k | 2.8k | 27.02 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $76k | 509.00 | 148.89 | ||
| Royal Caribbean Cruises (RCL) | 0.0 | $74k | -3% | 1.5k | 49.43 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $74k | 2.4k | 30.53 | ||
| Boeing Company (BA) | 0.0 | $74k | +5% | 386.00 | 190.49 | |
| Enterprise Products Partners (EPD) | 0.0 | $72k | 3.0k | 24.12 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $70k | -3% | 605.00 | 116.39 | |
| Nike CL B (NKE) | 0.0 | $70k | +24% | 601.00 | 116.96 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $70k | +6% | 690.00 | 100.92 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $67k | 1.8k | 37.36 | ||
| First Commonwealth Financial (FCF) | 0.0 | $66k | 4.7k | 13.97 | ||
| Merck & Co (MRK) | 0.0 | $65k | +2% | 587.00 | 110.94 | |
| Raymond James Financial (RJF) | 0.0 | $65k | -10% | 606.00 | 106.85 | |
| Eli Lilly & Co. (LLY) | 0.0 | $64k | +65% | 175.00 | 365.84 | |
| Bank of America Corporation (BAC) | 0.0 | $63k | +19% | 1.9k | 33.12 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $63k | 1.8k | 34.97 | ||
| 3M Company (MMM) | 0.0 | $63k | -89% | 525.00 | 119.92 | |
| CSX Corporation (CSX) | 0.0 | $62k | +2% | 2.0k | 30.98 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $62k | 652.00 | 94.51 | ||
| Union Pacific Corporation (UNP) | 0.0 | $61k | +4% | 292.00 | 207.07 | |
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.0 | $59k | NEW | 800.00 | 73.55 | |
| United Parcel Service CL B (UPS) | 0.0 | $59k | +22% | 338.00 | 173.84 | |
| Meta Platforms Cl A (META) | 0.0 | $57k | -2% | 475.00 | 120.34 | |
| Costco Wholesale Corporation (COST) | 0.0 | $56k | +76% | 122.00 | 456.67 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $53k | 213.00 | 248.05 | ||
| Clearpoint Neuro (CLPT) | 0.0 | $53k | 6.2k | 8.47 | ||
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $52k | 5.0k | 10.42 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $51k | 474.00 | 106.44 | ||
| Lowe's Companies (LOW) | 0.0 | $50k | +23% | 253.00 | 199.24 | |
| Palo Alto Networks (PANW) | 0.0 | $50k | 360.00 | 139.54 | ||
| Danaher Corporation (DHR) | 0.0 | $50k | +57% | 188.00 | 265.42 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $49k | +87% | 651.00 | 75.51 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $49k | +7% | 454.00 | 108.07 | |
| Proshares Tr Pshs Sh Msci Eaf (EFZ) | 0.0 | $48k | +6% | 2.4k | 20.00 | |
| Abbvie (ABBV) | 0.0 | $48k | +70% | 294.00 | 161.61 | |
| Cisco Systems (CSCO) | 0.0 | $47k | +22% | 994.00 | 47.64 | |
| MetLife (MET) | 0.0 | $47k | +28% | 651.00 | 72.31 | |
| Smucker J M Com New (SJM) | 0.0 | $46k | +6% | 289.00 | 158.46 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $46k | 634.00 | 71.79 | ||
| Dupont De Nemours (DD) | 0.0 | $45k | +21% | 648.00 | 68.63 | |
| CVS Caremark Corporation (CVS) | 0.0 | $44k | +28% | 473.00 | 93.19 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $44k | -30% | 1.1k | 38.98 | |
| Paypal Holdings (PYPL) | 0.0 | $44k | -13% | 615.00 | 71.22 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $44k | 204.00 | 214.24 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $42k | 837.00 | 50.21 | ||
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $42k | 774.00 | 53.88 | ||
| Morgan Stanley Com New (MS) | 0.0 | $41k | +53% | 484.00 | 85.02 | |
| Wells Fargo & Company (WFC) | 0.0 | $41k | +2% | 982.00 | 41.29 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $40k | -4% | 946.00 | 41.97 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $40k | 685.00 | 57.87 | ||
| Linde SHS (LIN) | 0.0 | $38k | +80% | 117.00 | 326.18 | |
| Oxford Square Ca (OXSQ) | 0.0 | $37k | +3% | 12k | 3.12 | |
| Carrier Global Corporation (CARR) | 0.0 | $36k | +68% | 872.00 | 41.25 | |
| Exelon Corporation (EXC) | 0.0 | $35k | +48% | 815.00 | 43.23 | |
| Honeywell International (HON) | 0.0 | $35k | 164.00 | 214.30 | ||
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $35k | 850.00 | 40.98 | ||
| Devon Energy Corporation (DVN) | 0.0 | $35k | -25% | 564.00 | 61.51 | |
| Waste Management (WM) | 0.0 | $34k | +36% | 219.00 | 156.88 | |
| BP Sponsored Adr (BP) | 0.0 | $34k | 976.00 | 34.91 | ||
| Pimco Dynamic Income SHS (PDI) | 0.0 | $34k | NEW | 1.8k | 18.48 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $33k | 400.00 | 83.00 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $33k | NEW | 245.00 | 135.24 | |
| Caterpillar (CAT) | 0.0 | $33k | +44% | 136.00 | 239.56 | |
| S&T Ban (STBA) | 0.0 | $33k | 950.00 | 34.18 | ||
| Southern Company (SO) | 0.0 | $32k | +7% | 454.00 | 71.41 | |
| Corteva (CTVA) | 0.0 | $31k | 526.00 | 58.78 | ||
| Advanced Micro Devices (AMD) | 0.0 | $31k | +29% | 475.00 | 64.77 | |
| Dow (DOW) | 0.0 | $31k | +5% | 609.00 | 50.39 | |
| Eaton Corp SHS (ETN) | 0.0 | $30k | +22% | 194.00 | 156.95 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $29k | 387.00 | 74.95 | ||
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $28k | NEW | 167.00 | 169.32 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $28k | 314.00 | 89.99 | ||
| The Necessity Retail Reit In Com Class A (RTL) | 0.0 | $28k | NEW | 4.8k | 5.93 | |
| ConocoPhillips (COP) | 0.0 | $28k | +93% | 236.00 | 118.00 | |
| Prologis (PLD) | 0.0 | $28k | +4000% | 246.00 | 112.73 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $28k | 240.00 | 114.38 | ||
| AFLAC Incorporated (AFL) | 0.0 | $27k | +28% | 381.00 | 71.94 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $27k | 2.9k | 9.48 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $27k | 399.00 | 67.83 | ||
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $27k | +5% | 1.7k | 16.03 | |
| Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $27k | +5% | 1.1k | 24.60 | |
| First Horizon National Corporation (FHN) | 0.0 | $26k | 1.1k | 24.50 | ||
| Valley National Ban (VLY) | 0.0 | $26k | 2.3k | 11.31 | ||
| Xylem (XYL) | 0.0 | $25k | 229.00 | 110.57 | ||
| Anthem (ELV) | 0.0 | $25k | +58% | 49.00 | 512.98 | |
| V.F. Corporation (VFC) | 0.0 | $25k | 900.00 | 27.61 | ||
| Trane Technologies SHS (TT) | 0.0 | $25k | +1125% | 147.00 | 167.97 | |
| Colgate-Palmolive Company (CL) | 0.0 | $24k | +78% | 310.00 | 78.79 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $24k | 493.00 | 49.49 | ||
| Metropcs Communications (TMUS) | 0.0 | $24k | +35% | 174.00 | 140.00 | |
| Netflix (NFLX) | 0.0 | $24k | +113% | 81.00 | 294.88 | |
| Motorola Solutions Com New (MSI) | 0.0 | $24k | +5% | 91.00 | 257.71 | |
| Intuit (INTU) | 0.0 | $23k | +62% | 60.00 | 389.22 | |
| General Electric Com New (GE) | 0.0 | $23k | +12% | 275.00 | 83.79 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $23k | 503.00 | 45.65 | ||
| Cigna Corp (CI) | 0.0 | $23k | +122% | 69.00 | 331.49 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $23k | +6% | 1.9k | 11.79 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $23k | +187% | 877.00 | 25.76 | |
| Illinois Tool Works (ITW) | 0.0 | $23k | -49% | 102.00 | 220.30 | |
| Barings Bdc (BBDC) | 0.0 | $22k | 2.7k | 8.15 | ||
| National Retail Properties (NNN) | 0.0 | $22k | 481.00 | 45.76 | ||
| salesforce (CRM) | 0.0 | $22k | -49% | 164.00 | 132.59 | |
| Hawaiian Electric Industries (HE) | 0.0 | $22k | 518.00 | 41.86 | ||
| Dollar General (DG) | 0.0 | $21k | +148% | 87.00 | 246.25 | |
| Everest Re Group (RE) | 0.0 | $21k | +106% | 64.00 | 331.27 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $21k | +375% | 38.00 | 550.68 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $21k | 289.00 | 72.10 | ||
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $21k | 154.00 | 134.59 | ||
| Goldman Sachs (GS) | 0.0 | $21k | +93% | 60.00 | 343.38 | |
Past Filings by Moisand Fitzgerald Tamayo
SEC 13F filings are viewable for Moisand Fitzgerald Tamayo going back to 2015
- Moisand Fitzgerald Tamayo 2022 Q4 filed Jan. 23, 2023
- Moisand Fitzgerald Tamayo 2022 Q3 filed Oct. 26, 2022
- Moisand Fitzgerald Tamayo 2022 Q2 filed Aug. 1, 2022
- Moisand Fitzgerald Tamayo 2022 Q1 filed April 29, 2022
- Moisand Fitzgerald Tamayo 2021 Q4 filed Feb. 3, 2022
- Moisand Fitzgerald Tamayo 2021 Q3 filed Nov. 1, 2021
- Moisand Fitzgerald Tamayo 2021 Q2 filed Aug. 3, 2021
- 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