Moisand Fitzgerald Tamayo

Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:

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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

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