Moisand Fitzgerald Tamayo, LLC Incresed Positions in Q2 2025

Moisand Fitzgerald Tamayo, LLC

  • $760 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.12M
+ 52.47%
$24.54 - $25.07 $27.5M - $28.1M
3.26M $81.5M
SCHO
Schwab Short Term Us Treasury

ETFs
1.16M
+ 55.54%
$24.19 - $24.45 $28M - $28.3M
3.25M $79.1M
AVLV
American Centy ETF Tr Avantis
118K
+ 12.97%
$56.85 - $68.21 $6.7M - $8.04M
1.03M $70M
DFAS
Dimensional ETF Tr U S Small C

ETFs
65.3K
+ 7.35%
$52.31 - $63.72 $3.42M - $4.16M
954K $60.8M
AVUV
American Centy ETF Tr Avantis

ETFs
52K
+ 8.91%
$75.17 - $91.21 $3.91M - $4.74M
636K $57.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
73.3K
+ 6.49%
$20.99 - $23.93 $1.54M - $1.75M
1.2M $28.2M
MSFT
Microsoft Corp

Technology
51
+ 1.03%
$354.56 - $497.45 $18.1K - $25.4K
5.01K $2.49M
AVDE
American Centy ETF Tr Avantis

ETFs
170
+ 0.3%
$59.32 - $74.36 $10.1K - $12.6K
56.3K $4.17M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.04K
+ 10.43%
$24.21 - $29.47 $146K - $178K
63.9K $1.88M
LHX
L3 Harris Technologies, Inc.

Industrials
100
+ 2.08%
$200.21 - $256.99 $20K - $25.7K
4.91K $1.23M
AVSC
American Centy ETF Tr Avantis
1.89K
+ 7.3%
$42.39 - $51.76 $80.1K - $97.8K
27.8K $1.43M
DISV
Dimensional ETF Tr Dimensional

ETFs
529
+ 1.24%
$25.93 - $32.91 $13.7K - $17.4K
43.3K $1.42M
AXP
American Express CO

Financial Services
10
+ 0.43%
$231.39 - $318.98 $2.31K - $3.19K
2.35K $748K
META
Meta Platforms, Inc.

Communication Services
47
+ 14.51%
$484.66 - $738.09 $22.8K - $34.7K
371 $273K
AVGO
Broadcom Inc.

Technology
15
+ 6.82%
$146.29 - $275.65 $2.19K - $4.13K
235 $64K
HOOD
Robinhood Markets, Inc.

Technology
40
+ 14.55%
$34.17 - $93.63 $1.37K - $3.75K
315 $29K
COF
Capital One Financial Corp

Financial Services
62
+ 103.33%
$150.57 - $212.76 $9.34K - $13.2K
122 $25K
PLTR
Palantir Technologies Inc.

Technology
13
+ 5.16%
$74.01 - $144.25 $962 - $1.88K
265 $36K
LLY
Eli Lilly & CO

Healthcare
32
+ 14.81%
$713.71 - $898.95 $22.8K - $28.8K
248 $193K
SCCO
Southern Copper Corp

Basic Materials
15
+ 0.96%
$75.63 - $104.64 $1.13K - $1.57K
1.57K $159K
QCOM
Qualcomm Inc

Technology
10
+ 0.54%
$124.66 - $159.48 $1.25K - $1.59K
1.87K $298K
CCL
Carnival Corp

Consumer Cyclical
100
+ 9.09%
$16.43 - $28.12 $1.64K - $2.81K
1.2K $33K
BA
Boeing CO

Industrials
5
+ 1.85%
$136.59 - $217.51 $683 - $1.09K
276 $57K
DVY
Ishares Tr

ETFs
100
+ 7.14%
$118.37 - $134.86 $11.8K - $13.5K
1.5K $199K
BAC
Bank Of America Corp

Financial Services
1
+ 0.07%
$34.39 - $47.46 $34.4 - $47.5
1.43K $67K
PYPL
Pay Pal Holdings, Inc.

Financial Services
45
+ 8.15%
$57.41 - $74.81 $2.58K - $3.37K
597 $44K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.05%
$39.89 - $49.46 $39.9 - $49.5
1.95K $96K
UBER
Uber Technologies, Inc

Technology
20
+ 7.14%
$64.62 - $93.3 $1.29K - $1.87K
300 $27K
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.59%
$53.27 - $72.04 $107 - $144
340 $24K
RWX
Spdr Dow Jones International R

ETFs
3
+ 0.62%
$23.06 - $27.4 $69.2 - $82.2
489 $13K
MRVL
Marvell Technology, Inc.

Technology
20
+ 40.0%
$49.38 - $79.97 $988 - $1.6K
70 $5K
F
Ford Motor CO

Consumer Cyclical
122
+ 9.2%
$8.69 - $10.85 $1.06K - $1.32K
1.45K $15K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8
+ 1.26%
$41.1 - $42.37 $329 - $339
643 $27K
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 53.85%
$47.29 - $61.15 $331 - $428
20 $1K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5
+ 0.9%
$47.09 - $48.01 $235 - $240
561 $26K
Arista Networks Inc
400
+ 666.67%
N/A
460 $0
DWAC
Digital World Acquisition Corp.

Financial Services
45
+ 1.99%
N/A
2.31K $0
Super Micro Computer Inc
70
+ 21.54%
N/A
395 $0
AVGE
American Centy ETF Tr Avantis
6
+ 0.85%
N/A
711 $0
AUR
Aurora Innovation, Inc.

Technology
100
+ 66.67%
$5.17 - $8.14 $517 - $814
250 $1K
Bitwise Bitcoin ETF Tr
164
+ 2.81%
N/A
6K $0
La Rosa Hldgs Corp
2.5K
+ 125.0%
N/A
4.5K $0
American Centy ETF Tr
35.9K
+ 9.12%
N/A
430K $0
LUV
Southwest Airlines CO

Industrials
12
+ 2.52%
$24.04 - $34.36 $288 - $412
489 $15K
RWR
Spdr Dow Jones Reit ETF

ETFs
2
+ 0.05%
$86.33 - $99.71 $173 - $199
3.78K $364K
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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