Moisand Fitzgerald Tamayo
Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, DFUV, SCHR, SCHM, AVDV, and represent 37.47% of Moisand Fitzgerald Tamayo's stock portfolio.
- Added to shares of these 10 stocks: DFUV (+$26M), DFAI (+$21M), SCHR (+$16M), DFAS (+$8.4M), AVUV (+$7.8M), SCHM (+$7.5M), AVDV (+$6.3M), SCHH (+$6.3M), VOO (+$5.5M), SPTI (+$5.4M).
- Started 182 new stock positions in VOX, ALK, RTM, EVRI, FCF, RGI, WDAY, SCHP, SCHN, RY.
- Reduced shares in these 10 stocks: SBI, VWO, , LQD, VOE, INDT, LTHM, MOS, PFG, .
- Sold out of its positions in ADI, AMAT, AGR, CRWD, DEO, FGBI, FTNT, GGN, GE, GRWG.
- Moisand Fitzgerald Tamayo was a net buyer of stock by $183M.
- Moisand Fitzgerald Tamayo has $372M in assets under management (AUM), dropping by 69.14%.
- Central Index Key (CIK): 0001649107
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Portfolio Holdings for Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo holds 676 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Moisand Fitzgerald Tamayo has 676 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Moisand Fitzgerald Tamayo June 30, 2022 positions
- Download the Moisand Fitzgerald Tamayo June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 15.8 | $59M | +57% | 2.4M | 24.14 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.0 | $26M | NEW | 819k | 31.60 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 5.7 | $21M | +329% | 413k | 51.60 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.7 | $18M | +74% | 280k | 62.73 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.3 | $16M | +65% | 302k | 52.76 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.2 | $16M | +115% | 326k | 48.00 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 4.2 | $16M | +67% | 740k | 21.09 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $14M | +62% | 41k | 346.89 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $13M | +64% | 34k | 379.15 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.5 | $13M | +154% | 188k | 68.36 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.4 | $13M | +51% | 288k | 44.34 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.9 | $11M | +80% | 269k | 40.22 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.4 | $9.0M | +63% | 390k | 23.16 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.2 | $8.2M | +52% | 167k | 49.19 | |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.9 | $7.0M | +335% | 237k | 29.47 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.8 | $6.8M | +54% | 319k | 21.44 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.5 | $5.7M | +55% | 143k | 39.69 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 1.2 | $4.4M | +54% | 82k | 53.40 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.2 | $4.3M | +35% | 59k | 72.41 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $4.1M | +48% | 104k | 38.99 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.1 | $4.0M | +60% | 64k | 62.42 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $3.7M | +100% | 118k | 31.45 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $3.5M | +230% | 19k | 188.61 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $3.5M | +16% | 17k | 207.76 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.9 | $3.3M | +177% | 114k | 28.89 | |
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $3.2M | +83% | 24k | 131.87 | |
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.8 | $2.8M | NEW | 130k | 21.52 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $2.8M | +67% | 14k | 196.99 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $2.6M | +99% | 53k | 49.96 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.7 | $2.5M | +73% | 39k | 63.56 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $2.4M | +96% | 47k | 50.97 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.3M | +89% | 13k | 176.08 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.6 | $2.3M | +37% | 77k | 29.45 | |
| Apple (AAPL) | 0.4 | $1.6M | +173% | 12k | 136.71 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.5M | +2% | 11k | 137.48 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $1.3M | +46% | 42k | 31.22 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.3M | +146% | 5.9k | 217.38 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $1.3M | +73% | 12k | 103.95 | |
| Truist Financial Corp equities (TFC) | 0.3 | $1.2M | NEW | 25k | 47.41 | |
| L3harris Technologies (LHX) | 0.3 | $1.2M | 4.8k | 241.74 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.1M | +15% | 25k | 44.65 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.1M | NEW | 27k | 40.73 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.1M | +63% | 12k | 91.10 | |
| Wec Energy Group (WEC) | 0.3 | $1.0M | NEW | 10k | 100.62 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.0M | +353% | 3.9k | 256.73 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $939k | +15% | 6.3k | 149.81 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $896k | +85% | 2.4k | 377.42 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $861k | +34% | 5.1k | 169.35 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $857k | +820% | 19k | 46.09 | |
| Johnson & Johnson (JNJ) | 0.2 | $857k | +33% | 4.8k | 177.47 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $853k | +39% | 24k | 36.00 | |
| Nextera Energy (NEE) | 0.2 | $839k | +1330% | 11k | 77.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $812k | +19% | 8.8k | 92.43 | |
| Walt Disney Company (DIS) | 0.2 | $794k | +198% | 8.4k | 94.37 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $766k | +29% | 10k | 76.78 | |
| Home Depot (HD) | 0.2 | $765k | +79% | 2.8k | 274.19 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $760k | +17% | 3.4k | 226.12 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $680k | +20% | 3.9k | 172.33 | |
| Coca-Cola Company (KO) | 0.2 | $663k | +534% | 11k | 62.95 | |
| 3M Company (MMM) | 0.2 | $650k | 5.0k | 129.35 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $628k | +18% | 17k | 36.84 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $624k | +39% | 22k | 28.83 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $612k | +36% | 9.8k | 62.54 | |
| Deere & Company (DE) | 0.2 | $584k | NEW | 1.9k | 299.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $539k | +338% | 6.3k | 85.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $529k | +145% | 1.9k | 273.24 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $499k | +142% | 4.8k | 103.23 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $456k | +14% | 4.8k | 95.00 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $453k | NEW | 11k | 40.98 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $446k | +57% | 5.7k | 77.61 | |
| Procter & Gamble Company (PG) | 0.1 | $440k | 3.1k | 143.74 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $412k | +45% | 7.5k | 54.64 | |
| Pfizer (PFE) | 0.1 | $408k | +2154% | 7.8k | 52.45 | |
| Wal-Mart Stores (WMT) | 0.1 | $364k | +478% | 3.0k | 121.45 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $355k | +13482% | 2.3k | 153.75 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $335k | 5.7k | 59.15 | ||
| American Express Company (AXP) | 0.1 | $335k | NEW | 2.4k | 138.49 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $317k | +19% | 14k | 23.29 | |
| At&t (T) | 0.1 | $316k | +3% | 15k | 20.96 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $313k | 3.1k | 101.52 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $290k | +6866% | 1.0k | 277.51 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $272k | -2% | 2.6k | 106.37 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $268k | +34% | 9.3k | 28.94 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $251k | +18% | 1.8k | 136.04 | |
| Amazon (AMZN) | 0.1 | $248k | +4667% | 2.3k | 106.16 | |
| Oracle Corporation (ORCL) | 0.1 | $244k | +6613% | 3.5k | 69.89 | |
| Verizon Communications (VZ) | 0.1 | $243k | +2237% | 4.8k | 50.71 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $242k | 2.2k | 111.37 | ||
| Qualcomm (QCOM) | 0.1 | $238k | +488% | 1.9k | 127.48 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $231k | NEW | 483.00 | 478.26 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $221k | +363% | 3.7k | 60.45 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $219k | +192% | 4.2k | 52.14 | |
| Starbucks Corporation (SBUX) | 0.1 | $218k | NEW | 2.9k | 76.49 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $204k | +47% | 4.6k | 44.22 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $198k | +9% | 4.6k | 43.40 | |
| Southside Bancshares (SBSI) | 0.1 | $198k | 5.3k | 37.45 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $197k | +663% | 1.0k | 197.00 | |
| PNC Financial Services (PNC) | 0.1 | $196k | +12310% | 1.2k | 157.94 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $191k | +3% | 2.9k | 65.03 | |
| TJX Companies (TJX) | 0.0 | $184k | NEW | 3.3k | 55.72 | |
| McDonald's Corporation (MCD) | 0.0 | $179k | +445% | 725.00 | 246.90 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $174k | +81% | 2.0k | 88.78 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $169k | +996% | 548.00 | 308.39 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $166k | NEW | 1.4k | 117.98 | |
| Darden Restaurants (DRI) | 0.0 | $165k | NEW | 1.5k | 113.09 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $157k | +94% | 6.0k | 26.35 | |
| NVIDIA Corporation (NVDA) | 0.0 | $152k | +109% | 1.0k | 151.55 | |
| Paychex (PAYX) | 0.0 | $149k | +7172% | 1.3k | 113.83 | |
| Tesla Motors (TSLA) | 0.0 | $143k | +166% | 213.00 | 671.36 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $137k | NEW | 943.00 | 145.28 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $123k | NEW | 4.1k | 30.27 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $120k | NEW | 833.00 | 144.06 | |
| Lincoln National Corporation (LNC) | 0.0 | $119k | NEW | 2.6k | 46.59 | |
| Bristol Myers Squibb (BMY) | 0.0 | $117k | 1.5k | 77.33 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $111k | +723% | 2.9k | 37.97 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $110k | 1.8k | 60.94 | ||
| Valero Energy Corporation (VLO) | 0.0 | $106k | NEW | 1.0k | 106.00 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $106k | +20% | 246.00 | 430.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $102k | +56% | 47.00 | 2170.21 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $97k | 1.2k | 80.90 | ||
| Meta Platforms Cl A (META) | 0.0 | $93k | +476% | 576.00 | 161.46 | |
| FARO Technologies (FARO) | 0.0 | $92k | NEW | 3.0k | 30.67 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $92k | 3.2k | 28.32 | ||
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $91k | NEW | 4.3k | 21.15 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $90k | -16% | 2.2k | 41.44 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $87k | +244% | 1.2k | 72.08 | |
| International Business Machines (IBM) | 0.0 | $84k | +412% | 595.00 | 141.18 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $84k | +789% | 258.00 | 325.58 | |
| South State Corporation (SSB) | 0.0 | $82k | 1.1k | 77.14 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $82k | NEW | 763.00 | 107.47 | |
| Clearpoint Neuro (CLPT) | 0.0 | $81k | +271% | 6.2k | 13.03 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $81k | NEW | 1.2k | 70.25 | |
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $81k | NEW | 5.9k | 13.70 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $80k | +790% | 2.4k | 32.92 | |
| General Mills (GIS) | 0.0 | $76k | NEW | 1.0k | 75.02 | |
| Chevron Corporation (CVX) | 0.0 | $76k | +402% | 528.00 | 143.94 | |
| Becton, Dickinson and (BDX) | 0.0 | $75k | NEW | 305.00 | 245.90 | |
| Enterprise Products Partners (EPD) | 0.0 | $73k | 3.0k | 24.49 | ||
| Norfolk Southern (NSC) | 0.0 | $71k | +7725% | 313.00 | 226.84 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $71k | +2% | 1.8k | 39.31 | |
| Marriott Intl Cl A (MAR) | 0.0 | $68k | +150% | 500.00 | 136.00 | |
| Raymond James Financial (RJF) | 0.0 | $67k | +509% | 744.00 | 90.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $67k | +229% | 1.1k | 62.50 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $63k | NEW | 652.00 | 96.63 | |
| First Commonwealth Financial (FCF) | 0.0 | $63k | NEW | 4.7k | 13.43 | |
| Palo Alto Networks (PANW) | 0.0 | $59k | NEW | 120.00 | 491.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $59k | +440% | 27.00 | 2185.19 | |
| Fidelity National Information Services (FIS) | 0.0 | $57k | NEW | 619.00 | 92.08 | |
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $55k | +306% | 5.0k | 11.10 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $54k | 474.00 | 113.92 | ||
| CSX Corporation (CSX) | 0.0 | $54k | +638% | 1.8k | 29.25 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $53k | +12% | 1.5k | 34.96 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $52k | NEW | 537.00 | 96.83 | |
| Union Pacific Corporation (UNP) | 0.0 | $52k | +1792% | 246.00 | 211.38 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $50k | NEW | 213.00 | 234.74 | |
| Boeing Company (BA) | 0.0 | $50k | +46% | 366.00 | 136.61 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $49k | NEW | 216.00 | 226.85 | |
| Prudential Financial (PRU) | 0.0 | $49k | +585% | 507.00 | 96.65 | |
| Ishares Msci Switzerland (EWL) | 0.0 | $48k | +1150% | 1.2k | 41.27 | |
| Philip Morris International (PM) | 0.0 | $48k | 487.00 | 98.56 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $47k | 647.00 | 72.64 | ||
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $46k | NEW | 3.4k | 13.47 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $45k | NEW | 424.00 | 106.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $45k | NEW | 204.00 | 220.59 | |
| Paypal Holdings (PYPL) | 0.0 | $45k | +597% | 649.00 | 69.34 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $44k | +3% | 394.00 | 111.68 | |
| Southern Company (SO) | 0.0 | $43k | 605.00 | 71.07 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $41k | +356% | 146.00 | 280.82 | |
| Oxford Square Ca (OXSQ) | 0.0 | $41k | NEW | 11k | 3.66 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.0 | $40k | +14% | 992.00 | 40.32 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $40k | 774.00 | 51.68 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $40k | 837.00 | 47.79 | ||
| V.F. Corporation (VFC) | 0.0 | $40k | NEW | 900.00 | 44.44 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $39k | 679.00 | 57.44 | ||
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $38k | -5% | 255.00 | 149.02 | |
| Nike CL B (NKE) | 0.0 | $37k | +21% | 363.00 | 101.93 | |
| Dimensional Etf Trust Emerging Mkts Va | 0.0 | $36k | NEW | 1.5k | 23.48 | |
| United Parcel Service CL B (UPS) | 0.0 | $36k | NEW | 198.00 | 181.82 | |
| Wells Fargo & Company (WFC) | 0.0 | $36k | +371% | 919.00 | 39.17 | |
| Cisco Systems (CSCO) | 0.0 | $35k | +161% | 810.00 | 43.21 | |
| Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) | 0.0 | $35k | NEW | 226.00 | 154.87 | |
| Tekla Healthcare Opportuniti SHS (THQ) | 0.0 | $35k | NEW | 1.8k | 19.83 | |
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $34k | 800.00 | 42.50 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $34k | +2% | 300.00 | 113.33 | |
| Merck & Co (MRK) | 0.0 | $33k | +69% | 367.00 | 89.92 | |
| Smucker J M Com New (SJM) | 0.0 | $33k | NEW | 254.00 | 129.92 | |
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI) | 0.0 | $33k | NEW | 206.00 | 160.19 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $33k | NEW | 122.00 | 270.49 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $32k | 615.00 | 52.03 | ||
| Bank of America Corporation (BAC) | 0.0 | $31k | +180% | 1.0k | 30.75 | |
| MetLife (MET) | 0.0 | $30k | +307% | 477.00 | 62.89 | |
| Lowe's Companies (LOW) | 0.0 | $30k | 170.00 | 176.47 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $30k | NEW | 400.00 | 75.00 | |
| Illinois Tool Works (ITW) | 0.0 | $29k | -4% | 160.00 | 181.25 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $29k | NEW | 350.00 | 82.86 | |
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $29k | NEW | 1.3k | 22.78 | |
| Ford Motor Company (F) | 0.0 | $29k | +62% | 2.6k | 11.09 | |
| Dow (DOW) | 0.0 | $28k | +956% | 539.00 | 51.95 | |
| Twitter (TWTR) | 0.0 | $28k | +200% | 750.00 | 37.33 | |
| Dupont De Nemours (DD) | 0.0 | $27k | NEW | 488.00 | 55.33 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $27k | 314.00 | 85.99 | ||
| BP Sponsored Adr (BP) | 0.0 | $27k | +269% | 960.00 | 28.12 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $27k | NEW | 387.00 | 69.77 | |
| Digital World Acquisition Class A Com (DWAC) | 0.0 | $27k | 1.1k | 24.11 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $26k | +306% | 553.00 | 47.02 | |
| Corteva (CTVA) | 0.0 | $26k | NEW | 488.00 | 53.28 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $26k | NEW | 276.00 | 94.20 | |
| S&T Ban (STBA) | 0.0 | $26k | 950.00 | 27.37 | ||
| Ishares Msci Sweden Etf (EWD) | 0.0 | $25k | NEW | 817.00 | 30.60 | |
| Barings Bdc (BBDC) | 0.0 | $25k | NEW | 2.7k | 9.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $25k | NEW | 354.00 | 70.62 | |
| Dominion Resources (D) | 0.0 | $25k | +15% | 312.00 | 80.13 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $25k | +262% | 493.00 | 50.71 | |
| Valley National Ban (VLY) | 0.0 | $24k | +7% | 2.3k | 10.52 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $24k | 506.00 | 47.43 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $23k | 346.00 | 66.47 | ||
| First Horizon National Corporation (FHN) | 0.0 | $23k | 1.1k | 21.74 | ||
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $22k | 1.9k | 11.44 | ||
| Williams Companies (WMB) | 0.0 | $22k | +72% | 703.00 | 31.29 | |
| Albemarle Corporation (ALB) | 0.0 | $22k | +21% | 107.00 | 205.61 | |
| Hawaiian Electric Industries (HE) | 0.0 | $21k | NEW | 509.00 | 41.26 | |
| CVS Caremark Corporation (CVS) | 0.0 | $21k | +2150% | 225.00 | 93.33 | |
| National Retail Properties (NNN) | 0.0 | $21k | +60% | 481.00 | 43.66 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $21k | 727.00 | 28.89 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $20k | NEW | 289.00 | 69.20 | |
| Huntington Ingalls Inds (HII) | 0.0 | $20k | +213% | 91.00 | 219.78 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $20k | +149% | 498.00 | 40.16 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $20k | +7% | 1.5k | 13.24 | |
| New York Community Ban (NYCB) | 0.0 | $20k | +124% | 2.2k | 8.92 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $19k | NEW | 729.00 | 26.06 | |
| Honeywell International (HON) | 0.0 | $19k | NEW | 108.00 | 175.93 | |
| Exelon Corporation (EXC) | 0.0 | $18k | 391.00 | 46.04 | ||
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $18k | 154.00 | 116.88 | ||
| Xylem (XYL) | 0.0 | $18k | NEW | 229.00 | 78.60 | |
| GSK Sponsored Adr (GSK) | 0.0 | $17k | 402.00 | 42.29 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $17k | NEW | 234.00 | 72.65 | |
| Pepsi (PEP) | 0.0 | $17k | NEW | 105.00 | 161.90 | |
| Enbridge (ENB) | 0.0 | $17k | NEW | 393.00 | 43.26 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $17k | 262.00 | 64.89 | ||
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $17k | NEW | 800.00 | 21.25 | |
| Carrier Global Corporation (CARR) | 0.0 | $17k | NEW | 469.00 | 36.25 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $15k | +332% | 510.00 | 29.41 | |
| Waste Management (WM) | 0.0 | $15k | NEW | 100.00 | 150.00 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $15k | +47% | 1.8k | 8.45 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $15k | +75% | 253.00 | 59.29 | |
| Kite Rlty Group Tr Com New (KRG) | 0.0 | $14k | 812.00 | 17.24 | ||
| Ishares Msci Cda Etf (EWC) | 0.0 | $14k | NEW | 424.00 | 33.02 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $14k | +70% | 282.00 | 49.65 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $14k | +1000% | 110.00 | 127.27 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $13k | +42% | 427.00 | 30.45 | |
Past Filings by Moisand Fitzgerald Tamayo
SEC 13F filings are viewable for Moisand Fitzgerald Tamayo going back to 2015
- 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
- Moisand Fitzgerald Tamayo 2018 Q4 filed Feb. 11, 2019
- Moisand Fitzgerald Tamayo 2018 Q3 filed Nov. 9, 2018