Moisand Fitzgerald Tamayo, LLC Incresed Positions in Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
548K
+ 34.48%
$24.05 - $24.86 $13.2M - $13.6M
2.14M $53.1M
SCHO
Schwab Short Term Us Treasury

ETFs
538K
+ 34.71%
$24.1 - $24.34 $13M - $13.1M
2.09M $50.8M
DFAI
Dimensional ETF Tr

ETFs
51.9K
+ 1.44%
$28.88 - $32.4 $1.5M - $1.68M
3.65M $114M
AVDV
American Centy ETF Tr Avantis

ETFs
7.39K
+ 1.76%
$63.74 - $71.96 $471K - $532K
427K $29.8M
AVLV
American Centy ETF Tr Avantis
56.3K
+ 6.61%
$63.51 - $70.42 $3.58M - $3.97M
909K $59.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
61.4K
+ 5.76%
$22.35 - $24.52 $1.37M - $1.51M
1.13M $26.8M
DFAE
Dimensional ETF Tr

ETFs
17.3K
+ 2.93%
$24.64 - $26.86 $427K - $465K
608K $15.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
316
+ 21.05%
$442.66 - $534.52 $140K - $169K
1.82K $967K
VLO
Valero Energy Corp

Energy
1.74K
+ 174.3%
$121.76 - $142.99 $212K - $249K
2.74K $362K
JBL
Jabil Inc

Technology
1K
+ 4347.83%
$130.51 - $173.33 $131K - $173K
1.02K $139K
DISV
Dimensional ETF Tr Dimensional

ETFs
287
+ 0.68%
$26.09 - $30.21 $7.49K - $8.67K
42.8K $1.25M
TXN
Texas Instruments Inc

Technology
495
+ 23.44%
N/A
2.61K $507K
T
At&T Inc.

Communication Services
230
+ 2.4%
$21.56 - $28.28 $4.96K - $6.5K
9.81K $277K
GE
General Electric CO

Industrials
125
+ 91.24%
$168.59 - $212.13 $21.1K - $26.5K
262 $52K
LLY
Eli Lilly & CO

Healthcare
22
+ 11.34%
$725.72 - $929.72 $16K - $20.5K
216 $178K
XLU
Utilities Sector Spdr

ETFs
305
+ 26.45%
$74.7 - $80.27 $22.8K - $24.5K
1.46K $114K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
306
+ 1133.33%
$48.65 - $66.04 $14.9K - $20.2K
333 $17K
UBER
Uber Technologies, Inc

Technology
160
+ 133.33%
$63.17 - $81.49 $10.1K - $13K
280 $20K
PLTR
Palantir Technologies Inc.

Technology
100
+ 65.79%
$64.98 - $124.62 $6.5K - $12.5K
252 $21K
CRM
Salesforce, Inc.

Technology
32
+ 246.15%
$268.36 - $359.95 $8.59K - $11.5K
45 $12K
MU
Micron Technology Inc

Technology
80
+ 228.57%
$86.89 - $109.38 $6.95K - $8.75K
115 $9K
QCOM
Qualcomm Inc

Technology
30
+ 1.64%
$151.94 - $175.86 $4.56K - $5.28K
1.86K $286K
IXUS
Ishares Tr

ETFs
55
+ 47.41%
$65.06 - $72.31 $3.58K - $3.98K
171 $11K
COIN
Coinbase Global, Inc.

Technology
35
+ 100.0%
$172.23 - $301.3 $6.03K - $10.5K
70 $12K
HOOD
Robinhood Markets, Inc.

Technology
75
+ 37.5%
$35.63 - $65.28 $2.67K - $4.9K
275 $11K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
80
+ 66.67%
$47.25 - $67.02 $3.78K - $5.36K
200 $9K
AVGO
Broadcom Inc.

Technology
70
+ 46.67%
$167.43 - $244.7 $11.7K - $17.1K
220 $36K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3
+ 0.54%
$46.74 - $47.55 $140 - $143
556 $26K
WBD
Warner Bros. Discovery, Inc.

Communication Services
55
+ 2.3%
$9.47 - $11.46 $521 - $630
2.45K $26K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1
+ 12.5%
$37.17 - $41.44 $37.2 - $41.4
9 $0
RYN
Rayonier Inc

Real Estate
1
+ 3.03%
$24.95 - $28.24 $25 - $28.2
34 $0
DWAC
Digital World Acquisition Corp.

Financial Services
175
+ 8.38%
N/A
2.26K $0
Super Micro Computer Inc
185
+ 132.14%
N/A
325 $0
RWX
Spdr Dow Jones International R

ETFs
3
+ 0.62%
$22.39 - $24.7 $67.2 - $74.1
486 $11K
Lam Research Corp
8.98K
+ 6908.46%
N/A
9.11K $0
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 116.67%
$45.74 - $62.97 $320 - $441
13 $0
CMCSA
Comcast Corp

Communication Services
8
+ 1.18%
$33.19 - $38.23 $266 - $306
686 $25K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4
+ 0.63%
$40.79 - $42.32 $163 - $169
635 $26K
Nebius Group N.V.
6
+ 24.0%
N/A
31 $0
F
Ford Motor CO

Consumer Cyclical
2
+ 0.15%
$9.12 - $10.43 $18.2 - $20.9
1.33K $13K
Ge Healthcare Technologies I
41
+ 117.14%
N/A
76 $0
Ge Vernova Inc
31
+ 93.94%
N/A
64 $0
AMZN
Amazon Com Inc

Consumer Cyclical
130
+ 15.26%
$190.26 - $242.06 $24.7K - $31.5K
982 $186K
American Centy ETF Tr
6.97K
+ 1.8%
N/A
394K $0
Bitwise Bitcoin ETF Tr
1.76K
+ 43.23%
N/A
5.84K $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
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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