Moisand Fitzgerald Tamayo, LLC Purchases in Q3 2024

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
597
New
$47.43 - $47.88 $28.3K - $28.6K
597 $28K
MDLZ
Mondelez International, Inc.

Consumer Defensive
245
+ 20.96%
$64.35 - $75.71 $15.8K - $18.5K
1.41K $104K
IWR
Ishares Russell Mid Cap ETF

ETFs
298
+ 113.74%
$79.92 - $88.19 $23.8K - $26.3K
560 $49K
LNG
Cheniere Energy, Inc.

Energy
150
New
$172.24 - $186.09 $25.8K - $27.9K
150 $26K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
524
New
$50.63 - $51.11 $26.5K - $26.8K
524 $26K
CINF
Cincinnati Financial Corp

Financial Services
187
New
$115.7 - $138.2 $21.6K - $25.8K
187 $25K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
499
+ 941.51%
$44.07 - $50.57 $22K - $25.2K
552 $27K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
23
+ 3.77%
$72.18 - $107.33 $1.66K - $2.47K
633 $67K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
218
+ 778.57%
$96.3 - $106.49 $21K - $23.2K
246 $25K
LIT
Global X Fds Global X Lithium

ETFs
500
New
$35.01 - $43.59 $17.5K - $21.8K
500 $21K
EMLP
First Tr Exchange Traded Iv

ETFs
603
New
$30.38 - $34.0 $18.3K - $20.5K
603 $20K
RDVY
First Trust Rising Dividend Ac

ETFs
292
New
$53.68 - $59.24 $15.7K - $17.3K
292 $17K
MCHI
Ishares Msci China ETF

ETFs
300
New
$40.43 - $50.98 $12.1K - $15.3K
300 $15K
RPV
Invesco Exchange Traded Fd Tr

ETFs
159
New
$82.04 - $89.49 $13K - $14.2K
159 $14K
IEFA
Ishares Tr

ETFs
130
+ 26.42%
$70.09 - $78.74 $9.11K - $10.2K
622 $48K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
155
+ 387.5%
$81.31 - $83.29 $12.6K - $12.9K
195 $16K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
550
New
$25.04 - $25.21 $13.8K - $13.9K
550 $13K
FFBC
First Financial Bancorp

Financial Services
529
New
$21.7 - $28.09 $11.5K - $14.9K
529 $13K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
599
New
$19.97 - $21.77 $12K - $13K
599 $12K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
243
New
$50.25 - $50.74 $12.2K - $12.3K
243 $12K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
188
New
$61.47 - $67.36 $11.6K - $12.7K
188 $12K
OMFL
Invesco Exchange Traded Self I

ETFs
234
New
$47.65 - $52.99 $11.2K - $12.4K
234 $12K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
166
+ 155.14%
$58.03 - $65.37 $9.63K - $10.9K
273 $17K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
205
+ 75.37%
$46.96 - $52.62 $9.63K - $10.8K
477 $24K
MLPX
Global X Mlp & Energy Infrastr

ETFs
192
New
$50.37 - $55.21 $9.67K - $10.6K
192 $10K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
206
New
$44.66 - $49.15 $9.2K - $10.1K
206 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.09%
$41.9 - $48.26 $83.8 - $96.5
2.15K $102K
CSCO
Cisco Systems, Inc.

Technology
72
+ 7.24%
$44.74 - $53.22 $3.22K - $3.83K
1.07K $56K
PFE
Pfizer Inc

Healthcare
10
+ 0.13%
$27.7 - $31.39 $277 - $314
7.76K $224K
WFC
Wells Fargo & Company

Financial Services
161
+ 20.02%
$51.58 - $60.97 $8.3K - $9.82K
965 $54K
CGDV
Capital Group Divid Value ETF

ETFs
211
New
$32.96 - $36.48 $6.95K - $7.7K
211 $7K
DGX
Quest Diagnostics Inc

Healthcare
50
New
$137.09 - $137.09 $6.85K - $6.85K
50 $6K
COIN
Coinbase Global, Inc.

Technology
35
+ 350.0%
$147.09 - $265.15 $5.15K - $9.28K
45 $8K
EWH
Ishares Msci Hong Kong ETF

ETFs
282
New
$14.94 - $18.73 $4.21K - $5.28K
282 $5K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
109
New
$31.15 - $35.67 $3.4K - $3.89K
109 $3K
PSTG
Pure Storage, Inc.

Technology
75
New
$45.73 - $67.71 $3.43K - $5.08K
75 $3K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 2.73%
$113.41 - $125.62 $907 - $1K
301 $37K
BH
Biglari Holdings Inc.

Consumer Cyclical
21
New
$164.8 - $200.75 $3.46K - $4.22K
21 $3K
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 4.87%
$161.02 - $200.0 $6.92K - $8.6K
926 $172K
SABR
Sabre Corp

Consumer Cyclical
554
New
$2.57 - $3.72 $1.42K - $2.06K
554 $2K
SJM
J M Smucker CO

Consumer Defensive
3
+ 2.26%
$109.12 - $122.4 $327 - $367
136 $16K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
51
New
$45.75 - $50.32 $2.33K - $2.57K
51 $2K
KHC
Kraft Heinz CO

Consumer Defensive
73
New
$31.86 - $36.13 $2.33K - $2.64K
73 $2K
AVGO
Broadcom Inc.

Technology
126
+ 900.0%
$136.27 - $1745.86 $17.2K - $220K
140 $24K
V
Visa Inc.

Financial Services
7
+ 25.0%
$253.74 - $291.56 $1.78K - $2.04K
35 $9K
RWX
Spdr Dow Jones International R

ETFs
3
+ 0.63%
$23.88 - $28.19 $71.6 - $84.6
481 $13K
LUV
Southwest Airlines CO

Industrials
15
+ 3.3%
$23.7 - $29.93 $356 - $449
469 $13K
WSM
Williams Sonoma Inc

Consumer Cyclical
23
+ 100.0%
$128.47 - $280.94 $2.95K - $6.46K
46 $7K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
36
New
$32.65 - $36.69 $1.18K - $1.32K
36 $1K
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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