Moisand Fitzgerald Tamayo, LLC Purchases in Q3 2025

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
65.3K
+ 6.36%
$68.33 - $72.69 $4.46M - $4.74M
1.09M $78.9M
DFAI
Dimensional ETF Tr

ETFs
27.5K
+ 0.77%
$34.05 - $36.55 $937K - $1.01M
3.59M $131M
AVUV
American Centy ETF Tr Avantis

ETFs
369
+ 0.06%
$90.37 - $102.12 $33.3K - $37.7K
636K $63.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
197K
+ 6.04%
$24.69 - $25.26 $4.85M - $4.97M
3.45M $86.8M
SCHO
Schwab Short Term Us Treasury

ETFs
196K
+ 6.04%
$24.23 - $24.42 $4.75M - $4.78M
3.44M $84M
DFAS
Dimensional ETF Tr U S Small C

ETFs
547
+ 0.06%
$63.41 - $69.69 $34.7K - $38.1K
955K $65.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
70.6K
+ 5.88%
$22.9 - $24.1 $1.62M - $1.7M
1.27M $30.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.77K
+ 217.29%
$100.37 - $100.74 $579K - $581K
8.42K $848K
NVDA
Nvidia Corp

Technology
55
+ 0.35%
$153.3 - $186.58 $8.43K - $10.3K
15.7K $2.93M
MSFT
Microsoft Corp

Technology
1
+ 0.02%
$491.09 - $535.64 $491 - $536
5.01K $2.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
51
+ 0.64%
$108.46 - $120.63 $5.53K - $6.15K
8.07K $958K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.06%
$195.41 - $212.37 $586 - $637
5.25K $1.09M
XOM
Exxon Mobil Corp

Energy
138
+ 1.66%
$105.83 - $117.22 $14.6K - $16.2K
8.47K $955K
MSTR
Microstrategy Inc

Technology
219
+ 98.65%
$300.7 - $455.9 $65.9K - $99.8K
441 $142K
SCCO
Southern Copper Corp

Basic Materials
163
+ 10.36%
$90.54 - $121.36 $14.8K - $19.8K
1.74K $210K
AXP
American Express CO

Financial Services
50
+ 2.13%
$294.27 - $342.31 $14.7K - $17.1K
2.4K $796K
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 18.71%
$211.65 - $238.24 $38.1K - $42.9K
1.14K $250K
V
Visa Inc.

Financial Services
100
+ 344.83%
$332.09 - $358.86 $33.2K - $35.9K
129 $44K
IXUS
Ishares Tr

ETFs
380
+ 222.22%
$76.35 - $82.58 $29K - $31.4K
551 $45K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
73
+ 521.43%
$393.18 - $439.39 $28.7K - $32.1K
87 $37K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 50.0%
$696.56 - $806.32 $20.9K - $24.2K
90 $71K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
155
+ 7.96%
$259.44 - $278.65 $40.2K - $43.2K
2.1K $545K
LLY
Eli Lilly & CO

Healthcare
40
+ 16.13%
$625.65 - $812.69 $25K - $32.5K
288 $219K
PLTR
Palantir Technologies Inc.

Technology
54
+ 20.38%
$130.68 - $186.97 $7.06K - $10.1K
319 $58K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
240
New
$91.44 - $91.77 $21.9K - $22K
240 $22K
ABBV
Abb Vie Inc.

Healthcare
20
+ 6.8%
$184.85 - $231.54 $3.7K - $4.63K
314 $72K
FCX
Freeport Mcmoran Inc

Basic Materials
350
+ 402.3%
$35.34 - $47.21 $12.4K - $16.5K
437 $17K
RWR
Spdr Dow Jones Reit ETF

ETFs
1
+ 0.03%
$95.17 - $101.62 $95.2 - $102
3.78K $378K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.27K
New
$8.55 - $9.1 $10.8K - $11.5K
1.27K $11K
PFFA
Etfis Ser Tr I

ETFs
462
New
$20.94 - $22.43 $9.67K - $10.4K
462 $10K
EBS
Emergent Bio Solutions Inc.

Healthcare
1.14K
New
$5.63 - $9.32 $6.4K - $10.6K
1.14K $10K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.89%
$237.77 - $353.61 $476 - $707
226 $78K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4
+ 0.21%
$49.43 - $54.52 $198 - $218
1.95K $105K
DFSD
Dimensional ETF Tr Short Durat

ETFs
166
+ 29.59%
$47.86 - $48.43 $7.94K - $8.04K
727 $35K
PRU
Prudential Financial Inc

Financial Services
109
+ 20.45%
$100.68 - $109.89 $11K - $12K
642 $66K
AMT
American Tower Corp

Real Estate
50
New
$192.32 - $232.35 $9.62K - $11.6K
50 $9K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
186
+ 28.93%
$41.8 - $43.15 $7.77K - $8.03K
829 $35K
BLOK
Amplify ETF Tr Trnsformational

ETFs
118
New
$56.05 - $67.13 $6.61K - $7.92K
118 $7K
ET
Energy Transfer LP

Energy
416
New
$17.11 - $18.16 $7.12K - $7.55K
416 $7K
IEMG
Ishares Inc

ETFs
125
+ 30.19%
N/A
539 $28K
BAC
Bank Of America Corp

Financial Services
1
+ 0.07%
$44.92 - $52.42 $44.9 - $52.4
1.43K $73K
TLT
Ishares Barclays 20+ Year Trea

ETFs
52
New
$85.01 - $90.35 $4.42K - $4.7K
52 $4K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15
+ 7.5%
$68.94 - $86.3 $1.03K - $1.29K
215 $18K
EXAS
Exact Sciences Corp

Healthcare
84
New
$40.91 - $56.0 $3.44K - $4.7K
84 $4K
F
Ford Motor CO

Consumer Cyclical
1
+ 0.07%
$10.82 - $12.09 $10.8 - $12.1
1.45K $17K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
158
New
$12.46 - $13.22 $1.97K - $2.09K
158 $2K
LUV
Southwest Airlines CO

Industrials
13
+ 2.66%
$29.06 - $37.7 $378 - $490
502 $16K
Super Micro Computer Inc
15
+ 3.8%
N/A
410 $0
DWAC
Digital World Acquisition Corp.

Financial Services
30
+ 1.3%
N/A
2.34K $0
Activity Summary
Buys All Purchases 71 New Holdings 22 Increased Positions 49 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 2 Puts 0
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