Moisand Fitzgerald Tamayo
Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, SCHM, AVDV, SCHH, VOO, and represent 40.29% of Moisand Fitzgerald Tamayo's stock portfolio.
- Added to shares of these 10 stocks: SCHH, SCHA, SCHX, AVLV, NVDA, AMZN, VWO, QCOM, AVES, HYMB.
- Started 290 new stock positions in HYMB, WMB, ABG, CHEF, JBL, HQH, USFD, SYK, COO, VFMV.
- Reduced shares in these 10 stocks: VOO (-$8.0M), SCHM (-$7.7M), IVV (-$7.6M), DFAT (-$5.8M), SPLG (-$5.5M), SCHF (-$5.3M), DFAS, DFAI, DFAX, SCHV.
- Sold out of its positions in RFFC, RFDA, RFCI, RIGS, AMC, GLTR, AKTS, ALK, ALLK, MDRX.
- Moisand Fitzgerald Tamayo was a net seller of stock by $-107M.
- Moisand Fitzgerald Tamayo has $220M in assets under management (AUM), dropping by -38.10%.
- Central Index Key (CIK): 0001649107
Tip: Access up to 7 years of quarterly data
Positions held by Moisand Fitzgerald Tamayo consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Moisand Fitzgerald Tamayo
Companies in the Moisand Fitzgerald Tamayo portfolio as of the March 2022 quarterly 13F filing
Moisand Fitzgerald Tamayo has 526 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Moisand Fitzgerald Tamayo March 31, 2022 positions
- Download the Moisand Fitzgerald Tamayo March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 19.8 | $44M | -8% | 1.5M | 28.15 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 5.5 | $12M | -38% | 160k | 75.86 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 5.2 | $11M | -13% | 183k | 62.58 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 5.0 | $11M | +23% | 441k | 24.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $11M | -43% | 25k | 415.18 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.6 | $10M | -35% | 190k | 53.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $9.4M | -44% | 21k | 453.68 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.9 | $8.5M | -36% | 152k | 56.06 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.2 | $6.9M | -45% | 149k | 46.58 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.8 | $6.3M | -9% | 239k | 26.24 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.7 | $5.9M | -39% | 74k | 79.86 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.5 | $5.4M | -27% | 109k | 49.54 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.3 | $5.2M | -42% | 207k | 24.95 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 2.3 | $5.1M | -33% | 96k | 53.25 | |
Setup an alertMoisand Fitzgerald Tamayo will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 2.0 | $4.3M | -30% | 92k | 47.16 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.7 | $3.6M | -39% | 44k | 83.33 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.6 | $3.6M | -15% | 15k | 250.05 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 1.6 | $3.4M | -34% | 53k | 64.66 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $3.3M | +23% | 70k | 47.36 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $2.8M | -57% | 40k | 71.39 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $2.2M | -70% | 59k | 36.72 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $2.0M | -40% | 8.4k | 237.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $1.9M | -48% | 13k | 147.81 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $1.7M | -10% | 11k | 155.76 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $1.6M | -27% | 54k | 30.29 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $1.6M | -28% | 56k | 29.64 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.7 | $1.6M | -24% | 23k | 72.80 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $1.5M | -51% | 27k | 57.61 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.5M | -47% | 7.0k | 212.44 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.7 | $1.4M | -32% | 24k | 60.34 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.6 | $1.4M | -65% | 41k | 33.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | -70% | 5.7k | 227.59 | |
| L3harris Technologies (LHX) | 0.5 | $1.2M | 4.7k | 248.47 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $1.1M | +55% | 21k | 53.84 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $1.1M | -57% | 28k | 37.97 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $957k | -26% | 5.4k | 175.89 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $920k | -42% | 7.1k | 128.85 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $794k | -14% | 7.4k | 107.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $776k | -27% | 3.8k | 205.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $767k | -13% | 2.9k | 268.46 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $766k | -42% | 7.1k | 108.42 | |
| 3M Company (MMM) | 0.3 | $744k | -33% | 5.0k | 148.80 | |
| Apple (AAPL) | 0.3 | $742k | -59% | 4.3k | 174.59 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $715k | -35% | 17k | 42.06 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $684k | -19% | 3.3k | 208.47 | |
| Johnson & Johnson (JNJ) | 0.3 | $640k | -9% | 3.6k | 177.24 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $633k | -60% | 2.4k | 262.33 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $601k | -53% | 14k | 41.78 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $599k | -44% | 7.7k | 77.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $579k | -3% | 1.3k | 451.99 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $531k | -59% | 16k | 34.30 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $529k | -26% | 7.2k | 73.56 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.2 | $491k | -13% | 4.2k | 117.38 | |
| Procter & Gamble Company (PG) | 0.2 | $469k | 3.1k | 152.92 | ||
| Home Depot (HD) | 0.2 | $464k | -43% | 1.6k | 299.16 | |
| Walt Disney Company (DIS) | 0.2 | $386k | -57% | 2.8k | 137.07 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $372k | 5.7k | 65.68 | ||
| At&t (T) | 0.2 | $345k | -7% | 15k | 23.65 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $343k | -31% | 5.2k | 66.27 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $332k | 3.1k | 107.13 | ||
| Hilton Worldwide Holdings (HLT) | 0.2 | $330k | 2.2k | 151.86 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $313k | -6% | 11k | 27.56 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $299k | -59% | 3.7k | 81.87 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $286k | +5% | 2.6k | 109.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $278k | -43% | 788.00 | 352.79 | |
| Microsoft Corporation (MSFT) | 0.1 | $265k | -75% | 860.00 | 308.14 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $252k | -15% | 1.6k | 161.33 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $247k | -59% | 2.0k | 124.06 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $243k | -54% | 6.9k | 35.20 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $218k | -12% | 2.8k | 76.95 | |
| Southside Bancshares (SBSI) | 0.1 | $216k | 5.3k | 40.85 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $210k | 4.2k | 50.23 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $167k | +16% | 3.1k | 53.49 | |
| Amazon (AMZN) | 0.1 | $160k | +36% | 49.00 | 3265.31 | |
| NVIDIA Corporation (NVDA) | 0.1 | $131k | +61% | 479.00 | 273.49 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $128k | 1.8k | 70.91 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $120k | +52% | 2.6k | 45.96 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $118k | -52% | 1.4k | 82.29 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $115k | 1.2k | 95.91 | ||
| Royal Caribbean Cruises (RCL) | 0.1 | $113k | -11% | 1.3k | 83.95 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $110k | -47% | 1.1k | 102.04 | |
| Bristol Myers Squibb (BMY) | 0.1 | $110k | 1.5k | 72.70 | ||
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $109k | NEW | 2.0k | 53.96 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $104k | 3.2k | 32.01 | ||
| Coca-Cola Company (KO) | 0.0 | $103k | -79% | 1.7k | 62.09 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $97k | -45% | 3.1k | 31.66 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $90k | -42% | 204.00 | 441.18 | |
| South State Corporation (SSB) | 0.0 | $87k | 1.1k | 81.84 | ||
| Tesla Motors (TSLA) | 0.0 | $86k | -50% | 80.00 | 1075.00 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $85k | -65% | 1.4k | 59.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $83k | +42% | 30.00 | 2766.67 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $82k | -2% | 1.8k | 46.54 | |
| Enterprise Products Partners (EPD) | 0.0 | $77k | 3.0k | 25.83 | ||
| Wal-Mart Stores (WMT) | 0.0 | $77k | -72% | 518.00 | 148.65 | |
| Digital World Acquisition Class A Com (DWAC) | 0.0 | $72k | 1.1k | 64.57 | ||
| Nextera Energy (NEE) | 0.0 | $64k | -92% | 757.00 | 84.54 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $60k | -78% | 788.00 | 76.14 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $59k | 474.00 | 124.47 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $56k | +3% | 647.00 | 86.55 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $55k | 1.9k | 28.60 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $52k | 379.00 | 137.20 | ||
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $50k | -27% | 774.00 | 64.60 | |
| Qualcomm (QCOM) | 0.0 | $48k | +534% | 317.00 | 151.42 | |
| Boeing Company (BA) | 0.0 | $48k | -44% | 250.00 | 192.00 | |
| Philip Morris International (PM) | 0.0 | $46k | 487.00 | 94.46 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $44k | 668.00 | 65.87 | ||
| Southern Company (SO) | 0.0 | $44k | -24% | 605.00 | 72.73 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $42k | -12% | 865.00 | 48.55 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $41k | 837.00 | 48.98 | ||
| Nike CL B (NKE) | 0.0 | $40k | -17% | 300.00 | 133.33 | |
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $39k | NEW | 800.00 | 48.75 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $36k | +12% | 271.00 | 132.84 | |
| Marriott Intl Cl A (MAR) | 0.0 | $35k | -60% | 200.00 | 175.00 | |
| Illinois Tool Works (ITW) | 0.0 | $35k | 168.00 | 208.33 | ||
| Lowe's Companies (LOW) | 0.0 | $35k | +4% | 173.00 | 202.31 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $34k | NEW | 615.00 | 55.28 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $33k | -86% | 131.00 | 251.91 | |
| McDonald's Corporation (MCD) | 0.0 | $33k | -81% | 133.00 | 248.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $32k | +167% | 294.00 | 108.84 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $30k | 314.00 | 95.54 | ||
| Valley National Ban (VLY) | 0.0 | $28k | -7% | 2.1k | 13.24 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $28k | -6% | 1.4k | 19.86 | |
| S&T Ban (STBA) | 0.0 | $28k | 950.00 | 29.47 | ||
| Ford Motor Company (F) | 0.0 | $27k | +21% | 1.6k | 16.77 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $27k | 350.00 | 77.14 | ||
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $25k | 725.00 | 34.48 | ||
| First Horizon National Corporation (FHN) | 0.0 | $25k | 1.1k | 23.63 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $25k | -3% | 503.00 | 49.70 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $24k | 154.00 | 155.84 | ||
| Carnival Corp Common Stock (CCL) | 0.0 | $24k | -15% | 1.2k | 20.00 | |
| Livent Corp (LTHM) | 0.0 | $23k | NEW | 889.00 | 25.87 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $23k | 346.00 | 66.47 | ||
| Dominion Resources (D) | 0.0 | $23k | -47% | 271.00 | 84.87 | |
| Meta Platforms Cl A (FB) | 0.0 | $22k | -72% | 100.00 | 220.00 | |
| Western Asset Intm Muni Fd I (SBI) | 0.0 | $22k | 2.6k | 8.52 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $20k | 325.00 | 61.54 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $20k | NEW | 262.00 | 76.34 | |
| Arista Networks (ANET) | 0.0 | $20k | NEW | 146.00 | 136.99 | |
| Exelon Corporation (EXC) | 0.0 | $19k | 391.00 | 48.59 | ||
| Albemarle Corporation (ALB) | 0.0 | $19k | NEW | 88.00 | 215.91 | |
| Kite Rlty Group Tr Com New (KRG) | 0.0 | $18k | 812.00 | 22.17 | ||
| Pfizer (PFE) | 0.0 | $18k | -95% | 345.00 | 52.17 | |
| Merck & Co (MRK) | 0.0 | $18k | -39% | 216.00 | 83.33 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $18k | 402.00 | 44.78 | ||
| Clearpoint Neuro (CLPT) | 0.0 | $17k | -24% | 1.7k | 10.15 | |
| Chevron Corporation (CVX) | 0.0 | $17k | -73% | 105.00 | 161.90 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $17k | -89% | 50.00 | 340.00 | |
| Cisco Systems (CSCO) | 0.0 | $17k | -61% | 310.00 | 54.84 | |
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $16k | -75% | 1.2k | 13.11 | |
| Southwest Airlines (LUV) | 0.0 | $16k | -2% | 349.00 | 45.85 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $16k | NEW | 100.00 | 160.00 | |
| Diamondback Energy (FANG) | 0.0 | $16k | NEW | 118.00 | 135.59 | |
| Entegris (ENTG) | 0.0 | $16k | NEW | 122.00 | 131.15 | |
| Harley-Davidson (HOG) | 0.0 | $16k | 415.00 | 38.55 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $16k | -89% | 355.00 | 45.07 | |
| Bank of America Corporation (BAC) | 0.0 | $15k | -56% | 360.00 | 41.67 | |
| Principal Financial (PFG) | 0.0 | $15k | 210.00 | 71.43 | ||
| Nxp Semiconductors N V (NXPI) | 0.0 | $15k | NEW | 83.00 | 180.72 | |
| AFLAC Incorporated (AFL) | 0.0 | $15k | 238.00 | 63.03 | ||
| International Business Machines (IBM) | 0.0 | $15k | -51% | 116.00 | 129.31 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $14k | NEW | 50.00 | 280.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $14k | -76% | 5.00 | 2800.00 | |
| Axcelis Technologies Com New (ACLS) | 0.0 | $14k | NEW | 191.00 | 73.30 | |
| Williams Companies (WMB) | 0.0 | $14k | NEW | 408.00 | 34.31 | |
| National Retail Properties (NNN) | 0.0 | $13k | -37% | 299.00 | 43.48 | |
| Preferred Apartment Communitie (APTS) | 0.0 | $13k | NEW | 532.00 | 24.44 | |
| Raymond James Financial (RJF) | 0.0 | $13k | -80% | 122.00 | 106.56 | |
| Silvergate Cap Corp Cl A (SI) | 0.0 | $12k | NEW | 78.00 | 153.85 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $12k | -78% | 32.00 | 375.00 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $12k | +26% | 29.00 | 413.79 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $12k | 707.00 | 16.97 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $11k | -44% | 300.00 | 36.67 | |
| Paypal Holdings (PYPL) | 0.0 | $11k | -86% | 93.00 | 118.28 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $11k | 87.00 | 126.44 | ||
| New York Community Ban (NYCB) | 0.0 | $11k | -54% | 1.0k | 11.00 | |
| Alps Etf Tr Alerian Energy (ENFR) | 0.0 | $11k | 500.00 | 22.00 | ||
| Abbvie (ABBV) | 0.0 | $11k | +88% | 68.00 | 161.76 | |
| Ambarella SHS (AMBA) | 0.0 | $11k | NEW | 103.00 | 106.80 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $11k | NEW | 76.00 | 144.74 | |
| Devon Energy Corporation (DVN) | 0.0 | $11k | NEW | 188.00 | 58.51 | |
| Verizon Communications (VZ) | 0.0 | $10k | +184% | 205.00 | 48.78 | |
| Monolithic Power Systems (MPWR) | 0.0 | $10k | NEW | 21.00 | 476.19 | |
| Twitter (TWTR) | 0.0 | $10k | -66% | 250.00 | 40.00 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $10k | NEW | 137.00 | 72.99 | |
| Cactus Cl A (WHD) | 0.0 | $10k | NEW | 181.00 | 55.25 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $10k | -87% | 273.00 | 36.63 | |
| Banco Santander Chile Sp Adr Rep Com (BSAC) | 0.0 | $10k | NEW | 2.8k | 3.52 | |
| Canopy Gro (CGC) | 0.0 | $9.0k | 1.2k | 7.39 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $9.0k | +41% | 165.00 | 54.55 | |
| Pdc Energy (PDCE) | 0.0 | $9.0k | NEW | 121.00 | 74.38 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $9.0k | +18% | 85.00 | 105.88 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $9.0k | NEW | 110.00 | 81.82 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $9.0k | 49.00 | 183.67 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $9.0k | -59% | 200.00 | 45.00 | |
| CSX Corporation (CSX) | 0.0 | $9.0k | -86% | 250.00 | 36.00 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $9.0k | 300.00 | 30.00 | ||
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $9.0k | 400.00 | 22.50 | ||
| Indus Realty Trust (INDT) | 0.0 | $9.0k | NEW | 125.00 | 72.00 | |
| Illumina (ILMN) | 0.0 | $9.0k | 27.00 | 333.33 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $9.0k | 78.00 | 115.38 | ||
| Prudential Financial (PRU) | 0.0 | $9.0k | -85% | 74.00 | 121.62 | |
| Semtech Corporation (SMTC) | 0.0 | $9.0k | NEW | 132.00 | 68.18 | |
| Whiting Pete Corp Com New (WLL) | 0.0 | $9.0k | NEW | 108.00 | 83.33 | |
| Wells Fargo & Company (WFC) | 0.0 | $9.0k | +30% | 195.00 | 46.15 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.0k | NEW | 144.00 | 55.56 | |
| MetLife (MET) | 0.0 | $8.0k | -50% | 117.00 | 68.38 | |
| Netflix (NFLX) | 0.0 | $8.0k | +266% | 22.00 | 363.64 | |
| Doubleline Yield (DLY) | 0.0 | $8.0k | 500.00 | 16.00 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $8.0k | NEW | 72.00 | 111.11 | |
| Qualys (QLYS) | 0.0 | $8.0k | NEW | 54.00 | 148.15 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $8.0k | -80% | 136.00 | 58.82 | |
| BP Sponsored Adr (BP) | 0.0 | $8.0k | -72% | 260.00 | 30.77 | |
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $7.0k | NEW | 576.00 | 12.15 | |
| Mosaic (MOS) | 0.0 | $7.0k | NEW | 107.00 | 65.42 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $7.0k | -72% | 136.00 | 51.47 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $7.0k | NEW | 14.00 | 500.00 | |
| West Pharmaceutical Services (WST) | 0.0 | $7.0k | NEW | 16.00 | 437.50 | |
| Blackrock Ltd Duration Incom Com Shs (BLW) | 0.0 | $7.0k | 500.00 | 14.00 | ||
| Broadcom (AVGO) | 0.0 | $7.0k | NEW | 11.00 | 636.36 | |
| UnitedHealth (UNH) | 0.0 | $7.0k | NEW | 13.00 | 538.46 | |
| Horizon Therapeutics Pub L SHS (HZNP) | 0.0 | $7.0k | NEW | 65.00 | 107.69 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $7.0k | NEW | 38.00 | 184.21 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $7.0k | NEW | 36.00 | 194.44 | |
| Kroger (KR) | 0.0 | $7.0k | NEW | 116.00 | 60.34 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.0 | $7.0k | NEW | 154.00 | 45.45 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $6.0k | 111.00 | 54.05 | ||
| Ciena Corp Com New (CIEN) | 0.0 | $6.0k | +657% | 106.00 | 56.60 | |
| Church & Dwight (CHD) | 0.0 | $6.0k | NEW | 57.00 | 105.26 | |
| Huntington Ingalls Inds (HII) | 0.0 | $6.0k | -61% | 29.00 | 206.90 | |
| Sun Communities (SUI) | 0.0 | $6.0k | NEW | 35.00 | 171.43 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $6.0k | -51% | 70.00 | 85.71 | |
| Irhythm Technologies (IRTC) | 0.0 | $6.0k | NEW | 35.00 | 171.43 | |
| ResMed (RMD) | 0.0 | $6.0k | NEW | 23.00 | 260.87 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $6.0k | NEW | 65.00 | 92.31 | |
| Costco Wholesale Corporation (COST) | 0.0 | $6.0k | +400% | 10.00 | 600.00 | |
| Charles River Laboratories (CRL) | 0.0 | $6.0k | NEW | 20.00 | 300.00 | |
| Diodes Incorporated (DIOD) | 0.0 | $6.0k | NEW | 64.00 | 93.75 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $6.0k | +200% | 150.00 | 40.00 | |
| Paycom Software (PAYC) | 0.0 | $6.0k | NEW | 16.00 | 375.00 | |
| Invesco Exchange Traded Fd T Dynmc Software (PSJ) | 0.0 | $6.0k | NEW | 50.00 | 120.00 | |
| Cooper Cos Com New (COO) | 0.0 | $6.0k | NEW | 14.00 | 428.57 | |
| Pool Corporation (POOL) | 0.0 | $6.0k | NEW | 14.00 | 428.57 | |
| Fortinet (FTNT) | 0.0 | $6.0k | NEW | 18.00 | 333.33 | |
| Copart (CPRT) | 0.0 | $6.0k | NEW | 44.00 | 136.36 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $6.0k | NEW | 102.00 | 58.82 | |
| Ares Capital Corporation (ARCC) | 0.0 | $6.0k | NEW | 306.00 | 19.61 | |
| Owl Rock Capital Corporation (ORCC) | 0.0 | $5.0k | NEW | 336.00 | 14.88 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $5.0k | NEW | 300.00 | 16.67 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $5.0k | NEW | 262.00 | 19.08 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $5.0k | +41% | 187.00 | 26.74 | |
Past Filings by Moisand Fitzgerald Tamayo
SEC 13F filings are viewable for Moisand Fitzgerald Tamayo going back to 2015
- 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
- Moisand Fitzgerald Tamayo 2018 Q2 filed Aug. 8, 2018