Moisand Fitzgerald Tamayo, LLC Reduced Holdings in Q4 2024

Moisand Fitzgerald Tamayo, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-8
- 0.1%
$24.8 - $30.19 $198 - $242
7.75K $205K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-346
- 66.03%
$50.73 - $51.08 $17.6K - $17.7K
178 $9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-23
- 3.63%
$82.28 - $117.52 $1.89K - $2.7K
610 $51K
RSG
Republic Services, Inc.

Industrials
-67
- 65.05%
$198.0 - $218.75 $13.3K - $14.7K
36 $7K
IWR
Ishares Russell Mid Cap ETF

ETFs
-142
- 25.36%
$87.25 - $95.52 $12.4K - $13.6K
418 $36K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.33%
$442.29 - $483.08 $2.21K - $2.42K
1.5K $680K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-166
- 60.81%
$58.88 - $64.8 $9.77K - $10.8K
107 $6K
AVUS
American Centy ETF Tr Avantis

ETFs
-149
- 5.33%
$94.36 - $102.06 $14.1K - $15.2K
2.65K $256K
EMLP
First Tr Exchange Traded Iv

ETFs
-275
- 45.61%
$33.69 - $38.24 $9.26K - $10.5K
328 $11K
MRK
Merck & Co., Inc.

Healthcare
-27
- 5.49%
$96.31 - $114.76 $2.6K - $3.1K
465 $46K
TT
Trane Technologies PLC

Industrials
-12
- 8.16%
$369.35 - $419.14 $4.43K - $5.03K
135 $49K
PG
Procter & Gamble CO

Consumer Defensive
-12
- 1.09%
$161.05 - $179.7 $1.93K - $2.16K
1.09K $182K
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.19%
$73.36 - $89.13 $73.4 - $89.1
531 $40K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-66
- 26.83%
$103.6 - $112.52 $6.84K - $7.43K
180 $18K
PAYX
Paychex Inc

Industrials
-85
- 12.69%
$135.86 - $148.73 $11.5K - $12.6K
585 $82K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-100
- 0.71%
$61.68 - $67.87 $6.17K - $6.79K
14K $871K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-87
- 12.12%
$41.17 - $43.34 $3.58K - $3.77K
631 $26K
KRG
Kite Realty Group Trust

Real Estate
-161
- 20.38%
$24.49 - $27.85 $3.94K - $4.48K
629 $15K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-76
- 12.08%
$46.75 - $47.8 $3.55K - $3.63K
553 $25K
CNO
Cno Financial Group, Inc.

Financial Services
-120
- 42.86%
$34.0 - $40.5 $4.08K - $4.86K
160 $5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23
- 79.31%
$172.07 - $207.36 $3.96K - $4.77K
6 $1K
DOW
Dow Inc.

Basic Materials
-51
- 71.83%
$39.1 - $55.34 $1.99K - $2.82K
20 $0
CRM
Salesforce, Inc.

Technology
-12
- 48.0%
$270.87 - $367.87 $3.25K - $4.41K
13 $4K
NNN
National Retail Properties, Inc.

Real Estate
-18
- 17.14%
$39.77 - $49.34 $716 - $888
87 $3K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-9
- 1.81%
$107.41 - $115.71 $967 - $1.04K
489 $53K
PLD
Prologis, Inc.

Real Estate
-3
- 7.89%
$101.4 - $126.96 $304 - $381
35 $3K
Imperial Pete Inc
-14
- 87.5%
N/A
2 $0
American Centy ETF Tr
-5.36K
- 1.37%
N/A
387K $0
V
Visa Inc.

Financial Services
-6
- 17.14%
$273.87 - $320.91 $1.64K - $1.93K
29 $9K
VT
Vanguard Total World Stk Index

ETFs
-3
- 2.42%
$117.09 - $123.07 $351 - $369
121 $14K
COIN
Coinbase Global, Inc.

Technology
-10
- 22.22%
$163.17 - $343.62 $1.63K - $3.44K
35 $8K
DFAU
Dimensional ETF Tr

ETFs
-31
- 2.8%
$39.27 - $42.38 $1.22K - $1.31K
1.08K $43K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7
- 1.26%
$77.25 - $91.3 $541 - $639
549 $46K
BA
Boeing CO

Industrials
-20
- 6.87%
$138.14 - $180.72 $2.76K - $3.61K
271 $47K
RJF
Raymond James Financial Inc

Financial Services
-30
- 9.4%
$123.0 - $170.1 $3.69K - $5.1K
289 $44K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.98%
$370.24 - $418.94 $740 - $838
202 $81K
VV
Vanguard Large Cap ETF

ETFs
-48
- 1.46%
$260.27 - $280.65 $12.5K - $13.5K
3.24K $873K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-363
- 9.54%
$19.44 - $28.35 $7.06K - $10.3K
3.44K $88K
DE
Deere & CO

Industrials
-4
- 0.2%
$389.45 - $466.0 $1.56K - $1.86K
1.98K $840K
QUBT
Quantum Computing Inc.

Technology
-7.85K
- 88.7%
$0.64 - $21.61 $5.02K - $170K
1K $17K
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 7.99%
$180.88 - $232.93 $13.4K - $17.2K
852 $186K
GOOG
Alphabet Inc.

Communication Services
-10
- 1.06%
$163.08 - $198.16 $1.63K - $1.98K
937 $178K
VTI
Vanguard Total Stock Market Et

ETFs
-340
- 1.84%
$280.04 - $302.45 $95.2K - $103K
18.2K $5.26M
IWC
Russell Micro Cap ETF

ETFs
-355
- 3.41%
$120.3 - $138.84 $42.7K - $49.3K
10K $1.31M
WMT
Walmart Inc.

Consumer Defensive
-125
- 3.02%
$79.1 - $95.7 $9.89K - $12K
4.02K $363K
AAPL
Apple Inc.

Technology
-803
- 5.76%
$221.69 - $259.02 $178K - $208K
13.1K $3.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-133
- 0.93%
$311.11 - $335.64 $41.4K - $44.6K
14.1K $4.55M
NVDA
Nvidia Corp

Technology
-830
- 5.03%
$117.0 - $148.88 $97.1K - $124K
15.7K $2.1M
AVLV
American Centy ETF Tr Avantis
-1.86K
- 0.22%
$65.51 - $71.22 $122K - $132K
852K $56.9M
Activity Summary
Buys All Purchases 86 New Holdings 26 Increased Positions 60 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 1
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