Moisand Fitzgerald Tamayo, LLC New Holdings in Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
2.29K
New
$171.38 - $195.22 $392K - $446K
2.29K $417K
IONS
Ionis Pharmaceuticals Inc

Healthcare
5K
New
$30.17 - $34.97 $151K - $175K
5K $150K
SCCO
Southern Copper Corp

Basic Materials
1.56K
New
$85.92 - $101.48 $134K - $158K
1.56K $145K
MSTR
Microstrategy Inc

Technology
222
New
$239.27 - $396.5 $53.1K - $88K
222 $63K
FUL
Fuller H B CO

Basic Materials
1K
New
$52.88 - $64.28 $52.9K - $64.3K
1K $56K
PSX
Phillips 66

Energy
385
New
$113.93 - $131.55 $43.9K - $50.6K
385 $47K
SYY
Sysco Corp

Consumer Defensive
570
New
$70.0 - $77.13 $39.9K - $44K
570 $42K
TD
Toronto Dominion Bank

Financial Services
541
New
$53.12 - $61.15 $28.7K - $33.1K
541 $32K
AES
Aes Corp

Utilities
1.48K
New
$9.93 - $13.23 $14.7K - $19.6K
1.48K $18K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
New
$333.37 - $384.99 $4.67K - $5.39K
14 $4K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
37
New
$68.32 - $78.49 $2.53K - $2.9K
37 $2K
AUR
Aurora Innovation, Inc.

Technology
150
New
$6.1 - $10.19 $915 - $1.53K
150 $1K
VST
Vistra Corp.

Utilities
0
New
$108.49 - $191.89 $0 - $0
0 $0
Grayscale Ethereum Mini Tr E
501
New
N/A
501 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
0
New
$308.86 - $455.36 $0 - $0
0 $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
0
New
$32.5 - $33.3 $0 - $0
0 $0
Alliance Entertainment Holdi
200
New
N/A
200 $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
0
New
$49.42 - $50.43 $0 - $0
0 $0
Millrose Pptys Inc
5
New
N/A
5 $0
Msc Income Fund Inc
1.61K
New
N/A
1.61K $0
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
Track This Portfolio

Track Moisand Fitzgerald Tamayo, LLC Portfolio

Follow Moisand Fitzgerald Tamayo, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email