Moisand Fitzgerald Tamayo, LLC Purchases in Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Msc Income Fund Inc
1.61K
New
N/A
1.61K $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
0
New
$32.5 - $33.3 $0 - $0
0 $0
American Centy ETF Tr
6.97K
+ 1.8%
N/A
394K $0
Super Micro Computer Inc
185
+ 132.14%
N/A
325 $0
Bitwise Bitcoin ETF Tr
1.76K
+ 43.23%
N/A
5.84K $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
0
New
$49.42 - $50.43 $0 - $0
0 $0
Lam Research Corp
8.98K
+ 6908.46%
N/A
9.11K $0
Millrose Pptys Inc
5
New
N/A
5 $0
Ge Vernova Inc
31
+ 93.94%
N/A
64 $0
Ge Healthcare Technologies I
41
+ 117.14%
N/A
76 $0
Nebius Group N.V.
6
+ 24.0%
N/A
31 $0
RYN
Rayonier Inc

Real Estate
1
+ 3.03%
$24.95 - $28.24 $25 - $28.2
34 $0
CMCSA
Comcast Corp

Communication Services
8
+ 1.18%
$33.19 - $38.23 $266 - $306
686 $25K
CRWD
Crowd Strike Holdings, Inc.

Technology
0
New
$308.86 - $455.36 $0 - $0
0 $0
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4
+ 0.63%
$40.79 - $42.32 $163 - $169
635 $26K
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 116.67%
$45.74 - $62.97 $320 - $441
13 $0
BAC
Bank Of America Corp

Financial Services
2
+ 0.14%
$39.61 - $47.74 $79.2 - $95.5
1.43K $59K
PFE
Pfizer Inc

Healthcare
150
+ 1.94%
$25.01 - $27.13 $3.75K - $4.07K
7.9K $200K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
22
+ 0.47%
$41.45 - $46.58 $912 - $1.02K
4.68K $199K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
+ 0.55%
$65.15 - $91.81 $195 - $275
552 $36K
IVW
Ishares S&P 500 Growth ETF

ETFs
136
+ 3.83%
$92.45 - $106.69 $12.6K - $14.5K
3.69K $342K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 2.91%
$18.53 - $29.07 $1.85K - $2.91K
3.54K $67K
XLK
Technology Sector Spdr

ETFs
110
+ 5.51%
$206.38 - $242.18 $22.7K - $26.6K
2.11K $435K
DIS
Walt Disney CO

Communication Services
18
+ 0.25%
$96.87 - $114.0 $1.74K - $2.05K
7.22K $712K
AAPL
Apple Inc.

Technology
172
+ 1.31%
$209.68 - $247.1 $36.1K - $42.5K
13.3K $2.96M
NVDA
Nvidia Corp

Technology
121
+ 0.77%
$106.98 - $149.43 $12.9K - $18.1K
15.8K $1.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.4K
+ 2.58%
$58.81 - $68.2 $1.31M - $1.52M
889K $53.1M
AVUV
American Centy ETF Tr Avantis

ETFs
22.5K
+ 4.0%
$84.95 - $100.62 $1.91M - $2.26M
584K $50.9M
Activity Summary
Buys All Purchases 79 New Holdings 21 Increased Positions 58 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 2 Puts 0
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