Moisand Fitzgerald Tamayo, LLC Reduced Holdings in Q3 2025

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.66K
- 10.17%
$567.77 - $614.76 $1.51M - $1.63M
23.5K $14.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.87K
- 13.95%
$78.11 - $79.07 $380K - $385K
30K $2.37M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.14K
- 6.44%
$76.16 - $78.59 $163K - $168K
31.1K $2.43M
GIS
General Mills Inc

Consumer Defensive
-2.01K
- 45.06%
$48.44 - $53.83 $97.4K - $108K
2.45K $123K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-8.15K
- 4.43%
$20.76 - $21.78 $169K - $178K
176K $3.79M
DIS
Walt Disney CO

Communication Services
-105
- 1.53%
$112.25 - $124.0 $11.8K - $13K
6.76K $773K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.38K
- 56.95%
$30.67 - $32.13 $42.4K - $44.5K
1.05K $33K
LMT
Lockheed Martin Corp

Industrials
-64
- 40.25%
$410.74 - $499.21 $26.3K - $31.9K
95 $47K
BDX
Becton Dickinson & CO

Healthcare
-135
- 64.29%
$172.41 - $199.66 $23.3K - $27K
75 $14K
MUB
Ishares National Muni Bond ETF

ETFs
-181
- 10.75%
$103.24 - $106.68 $18.7K - $19.3K
1.5K $159K
BA
Boeing CO

Industrials
-61
- 22.1%
$209.79 - $237.38 $12.8K - $14.5K
215 $46K
AVGO
Broadcom Inc.

Technology
-70
- 29.79%
$264.74 - $369.57 $18.5K - $25.9K
165 $54K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-988
- 11.65%
$23.82 - $25.84 $23.5K - $25.5K
7.49K $192K
MRK
Merck & Co., Inc.

Healthcare
-138
- 29.68%
$77.6 - $87.37 $10.7K - $12.1K
327 $27K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-75
- 12.56%
$65.64 - $78.22 $4.92K - $5.87K
522 $35K
CSCO
Cisco Systems, Inc.

Technology
-100
- 10.14%
$66.2 - $71.79 $6.62K - $7.18K
886 $60K
UPS
United Parcel Service Inc

Industrials
-62
- 55.36%
$82.58 - $105.54 $5.12K - $6.54K
50 $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-93
- 86.92%
$68.24 - $73.73 $6.35K - $6.86K
14 $1K
BP
Bp PLC

Energy
-288
- 30.41%
$30.25 - $35.69 $8.71K - $10.3K
659 $22K
UBER
Uber Technologies, Inc

Technology
-75
- 25.0%
$86.91 - $99.57 $6.52K - $7.47K
225 $22K
META
Meta Platforms, Inc.

Communication Services
-5
- 1.35%
$695.21 - $791.73 $3.48K - $3.96K
366 $268K
RWX
Spdr Dow Jones International R

ETFs
-183
- 37.42%
$26.58 - $28.39 $4.86K - $5.2K
306 $8K
VONV
Vanguard Russell 1000 Value Et

ETFs
-35
- 7.69%
$84.55 - $89.54 $2.96K - $3.13K
420 $37K
Siriusxm Holdings Inc
-100
- 83.33%
N/A
20 $0
IWS
Ishares Russell Midcap Value E

ETFs
-3
- 4.92%
$132.83 - $140.61 $398 - $422
58 $8K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14
- 33.33%
$22.9 - $23.58 $321 - $330
28 $0
QCOM
Qualcomm Inc

Technology
-69
- 3.69%
$145.84 - $173.55 $10.1K - $12K
1.8K $299K
MU
Micron Technology Inc

Technology
-15
- 13.04%
$104.88 - $168.89 $1.57K - $2.53K
100 $16K
DFAU
Dimensional ETF Tr

ETFs
-6
- 0.56%
$42.42 - $45.96 $255 - $276
1.07K $48K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1
- 0.22%
$115.96 - $125.95 $116 - $126
461 $58K
PFE
Pfizer Inc

Healthcare
-150
- 1.9%
$23.29 - $25.88 $3.49K - $3.88K
7.75K $197K
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 8.25%
$357.4 - $423.42 $37.5K - $44.5K
1.17K $472K
XLU
Utilities Sector Spdr

ETFs
-11
- 0.75%
$81.14 - $87.32 $893 - $961
1.45K $126K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-70
- 1.56%
$42.62 - $46.98 $2.98K - $3.29K
4.43K $206K
HOOD
Robinhood Markets, Inc.

Technology
-15
- 4.76%
$91.27 - $143.18 $1.37K - $2.15K
300 $42K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-72
- 1.54%
$42.26 - $47.16 $3.04K - $3.4K
4.6K $212K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-96
- 1.02%
$39.8 - $42.86 $3.82K - $4.11K
9.32K $398K
VNQ
Vanguard Specialized Funds Van

ETFs
-5
- 0.06%
$88.47 - $93.24 $442 - $466
8.04K $735K
USRT
Ishares Core U.S. Reit ETF

ETFs
-215
- 1.41%
$55.64 - $59.37 $12K - $12.8K
15K $883K
AVEM
American Centy ETF Tr Avantis

ETFs
-60
- 1.43%
$68.33 - $75.41 $4.1K - $4.52K
4.14K $310K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.28%
$459.11 - $506.91 $2.3K - $2.53K
1.81K $910K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-156
- 0.86%
$29.97 - $32.38 $4.68K - $5.05K
18K $573K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-149
- 1.12%
$36.04 - $38.78 $5.37K - $5.78K
13.2K $507K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-551
- 2.68%
$42.28 - $45.71 $23.3K - $25.2K
20K $909K
AVIV
American Centy ETF Tr Avantis
-284
- 2.78%
$61.83 - $67.44 $17.6K - $19.2K
9.92K $669K
IVW
Ishares S&P 500 Growth ETF

ETFs
-16
- 0.43%
$108.97 - $121.65 $1.74K - $1.95K
3.67K $443K
GOOGL
Alphabet Inc.

Communication Services
-15
- 2.36%
$174.36 - $254.72 $2.62K - $3.82K
621 $150K
TSLA
Tesla, Inc.

Consumer Cyclical
-7
- 2.03%
$293.94 - $444.72 $2.06K - $3.11K
337 $149K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7
- 0.05%
$62.09 - $66.51 $435 - $466
12.9K $838K
Activity Summary
Buys All Purchases 71 New Holdings 22 Increased Positions 49 Sells All Sells 81 Reductions 81 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