Moisand Fitzgerald Tamayo, LLC Reduced Holdings in Q2 2025

Moisand Fitzgerald Tamayo, LLC

  • $760 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-289K
- 89.24%
$77.74 - $78.78 $22.5M - $22.8M
34.9K $2.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-286K
- 89.58%
$75.05 - $77.34 $21.5M - $22.1M
33.3K $2.57M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-33.3K
- 15.34%
$18.94 - $21.67 $631K - $722K
184K $3.89M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.39K
- 65.52%
$186.58 - $225.78 $259K - $313K
730 $159K
AAPL
Apple Inc.

Technology
-61
- 0.46%
$172.42 - $223.89 $10.5K - $13.7K
13.3K $2.72M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.33K
- 33.32%
$100.35 - $100.71 $133K - $134K
2.66K $267K
JNJ
Johnson & Johnson

Healthcare
-113
- 2.29%
$146.36 - $159.82 $16.5K - $18.1K
4.82K $735K
VZ
Verizon Communications Inc

Communication Services
-1.06K
- 23.11%
$41.67 - $45.62 $44.3K - $48.5K
3.54K $153K
VEA
Vanguard Ftse Developed Market

ETFs
-848
- 22.41%
$45.65 - $57.01 $38.7K - $48.3K
2.94K $167K
FTCS
First Trust Capital Strength E

ETFs
-210
- 65.63%
$81.6 - $92.39 $17.1K - $19.4K
110 $9K
VNQ
Vanguard Specialized Funds Van

ETFs
-72
- 0.89%
$79.79 - $91.42 $5.74K - $6.58K
8.05K $716K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-556
- 60.37%
$26.06 - $28.7 $14.5K - $16K
365 $9K
AVIV
American Centy ETF Tr Avantis
-1.22K
- 10.7%
$50.27 - $62.84 $61.5K - $76.9K
10.2K $635K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-249
- 23.92%
$24.32 - $27.87 $6.06K - $6.94K
792 $20K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-665
- 15.11%
$9.7 - $10.52 $6.45K - $7K
3.74K $36K
UPS
United Parcel Service Inc

Industrials
-78
- 41.05%
$91.92 - $110.2 $7.17K - $8.6K
112 $11K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-78
- 30.47%
$108.87 - $133.04 $8.49K - $10.4K
178 $23K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-266
- 86.36%
$22.68 - $23.28 $6.03K - $6.19K
42 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-44
- 49.44%
$141.87 - $164.49 $6.24K - $7.24K
45 $7K
XLF
Financial Sector Spdr

ETFs
-127
- 29.74%
$43.92 - $52.37 $5.58K - $6.65K
300 $15K
IEMG
Ishares Inc

ETFs
-107
- 20.54%
N/A
414 $22K
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 4.04%
N/A
688 $125K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-314
- 2.03%
$67.03 - $80.35 $21K - $25.2K
15.2K $1.21M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-80
- 4.95%
$29.07 - $29.38 $2.33K - $2.35K
1.54K $44K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-43
- 62.32%
$53.23 - $70.65 $2.29K - $3.04K
26 $1K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-54
- 27.98%
$60.34 - $74.89 $3.26K - $4.04K
139 $10K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-311
- 23.05%
$16.69 - $23.43 $5.19K - $7.29K
1.04K $22K
VUG
Vanguard Growth ETF

ETFs
-18
- 20.45%
$329.49 - $438.4 $5.93K - $7.89K
70 $30K
KRG
Kite Realty Group Trust

Real Estate
-27
- 4.29%
$19.53 - $23.3 $527 - $629
602 $13K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-175
- 3.74%
$37.28 - $45.23 $6.52K - $7.92K
4.5K $198K
Nebius Group N.V.
-6
- 19.35%
N/A
25 $0
NOK
Nokia Corp

Technology
-100
- 33.33%
$4.65 - $5.43 $465 - $543
200 $1K
VONV
Vanguard Russell 1000 Value Et

ETFs
-15
- 3.19%
$73.19 - $85.21 $1.1K - $1.28K
455 $38K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-97
- 0.75%
$28.21 - $28.85 $2.74K - $2.8K
12.9K $370K
LMT
Lockheed Martin Corp

Industrials
-2
- 1.24%
$430.82 - $486.45 $862 - $973
159 $73K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-144
- 2.99%
$35.35 - $42.68 $5.09K - $6.15K
4.67K $198K
CSCO
Cisco Systems, Inc.

Technology
-80
- 7.5%
$53.19 - $69.38 $4.26K - $5.55K
986 $68K
GOOGL
Alphabet Inc.

Communication Services
-66
- 9.4%
$144.7 - $178.6 $9.55K - $11.8K
636 $112K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-315
- 3.78%
$90.56 - $109.49 $28.5K - $34.5K
8.02K $876K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-631
- 6.93%
$19.1 - $23.83 $12.1K - $15K
8.48K $202K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-14.7K
- 2.51%
$36.25 - $42.28 $534K - $622K
572K $24.2M
EFG
Msci Eafe Growth ETF

ETFs
-63
- 5.61%
$89.8 - $112.0 $5.66K - $7.06K
1.06K $118K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1
- 0.22%
$91.62 - $116.16 $91.6 - $116
462 $53K
COIN
Coinbase Global, Inc.

Technology
-5
- 7.14%
$151.47 - $375.07 $757 - $1.88K
65 $22K
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 7.53%
$221.86 - $362.89 $6.21K - $10.2K
344 $109K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-82
- 2.49%
$28.98 - $37.18 $2.38K - $3.05K
3.21K $119K
AMD
Advanced Micro Devices Inc

Technology
-41
- 7.95%
$78.21 - $143.81 $3.21K - $5.9K
475 $67K
IBM
International Business Machines Corp

Technology
-6
- 1.34%
$221.03 - $294.78 $1.33K - $1.77K
443 $130K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 2.04%
$167.32 - $223.3 $3.35K - $4.47K
962 $211K
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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