Moisand Fitzgerald Tamayo, LLC Sells in Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-288
- 46.3%
$69.57 - $78.65 $20K - $22.7K
334 $25K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-464
- 19.23%
$42.5 - $46.71 $19.7K - $21.7K
1.95K $88K
USRT
Ishares Core U.S. Reit ETF

ETFs
-356
- 2.27%
$55.14 - $60.29 $19.6K - $21.5K
15.3K $881K
CVX
Chevron Corp

Energy
-269
- 20.63%
$146.71 - $167.97 $39.5K - $45.2K
1.04K $173K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-141
- 1.52%
$21.23 - $23.75 $2.99K - $3.35K
9.11K $196K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-419
- 20.59%
$28.92 - $29.24 $12.1K - $12.3K
1.62K $47K
AVUS
American Centy ETF Tr Avantis

ETFs
-1
- 0.04%
$90.7 - $101.57 $90.7 - $102
2.65K $244K
PEP
Pepsico Inc

Consumer Defensive
-55
- 12.11%
$142.64 - $156.42 $7.85K - $8.6K
399 $59K
WFC
Wells Fargo & Company

Financial Services
-161
- 16.68%
$66.78 - $81.42 $10.8K - $13.1K
804 $57K
PRU
Prudential Financial Inc

Financial Services
-39
- 6.82%
$105.04 - $122.33 $4.1K - $4.77K
533 $59K
CCL
Carnival Corp

Consumer Cyclical
-100
- 8.33%
$19.08 - $28.49 $1.91K - $2.85K
1.1K $21K
BP
Bp PLC

Energy
-330
- 25.84%
$29.93 - $35.31 $9.88K - $11.7K
947 $31K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-26
- 5.32%
$101.98 - $115.66 $2.65K - $3.01K
463 $47K
VT
Vanguard Total World Stk Index

ETFs
-47
- 38.84%
$115.08 - $123.97 $5.41K - $5.83K
74 $8K
UDR
Udr, Inc.

Real Estate
-109
- 93.16%
$40.09 - $46.04 $4.37K - $5.02K
8 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-245
- 17.33%
$56.12 - $68.15 $13.7K - $16.7K
1.17K $79K
PAYX
Paychex Inc

Industrials
-81
- 13.85%
$136.06 - $154.52 $11K - $12.5K
504 $77K
NEE
Nextera Energy Inc

Utilities
-21
- 0.44%
$66.96 - $76.16 $1.41K - $1.6K
4.72K $334K
VVI
Viad Corp

Industrials
-91
- 90.1%
$38.76 - $41.63 $3.53K - $3.79K
10 $0
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-252
- 7.1%
$30.35 - $33.16 $7.65K - $8.36K
3.3K $105K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-58
- 23.11%
$67.03 - $74.61 $3.89K - $4.33K
193 $13K
VGSH
Vanguard

ETFs
-54
- 15.52%
$58.07 - $58.69 $3.14K - $3.17K
294 $17K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-56
- 1.49%
$49.78 - $53.19 $2.79K - $2.98K
3.69K $188K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-733
- 31.14%
$9.19 - $12.93 $6.74K - $9.48K
1.62K $18K
JPM
Jpmorgan Chase & CO

Financial Services
-21
- 4.06%
$225.19 - $279.95 $4.73K - $5.88K
496 $121K
VEA
Vanguard Ftse Developed Market

ETFs
-280
- 6.89%
$47.4 - $52.99 $13.3K - $14.8K
3.78K $192K
REZI
Resideo Technologies, Inc.

Industrials
-18
- 7.93%
$16.92 - $23.77 $305 - $428
209 $3K
VGIT
Vanguard Intermediate Term Tre

ETFs
-52
- 13.13%
$57.44 - $59.4 $2.99K - $3.09K
344 $20K
RWR
Spdr Dow Jones Reit ETF

ETFs
-24
- 0.63%
$95.15 - $104.06 $2.28K - $2.5K
3.77K $373K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 50.0%
$165.25 - $224.62 $496 - $674
3 $0
USLM
United States Lime & Minerals Inc

Basic Materials
-4
- 33.33%
$85.17 - $125.32 $341 - $501
8 $0
VONV
Vanguard Russell 1000 Value Et

ETFs
-14
- 2.89%
$80.21 - $86.14 $1.12K - $1.21K
470 $38K
Ea Series Trust
-30
- 0.93%
N/A
3.2K $0
Dimensional ETF Trust
-147
- 14.98%
N/A
834 $0
AVGE
American Centy ETF Tr Avantis
-26
- 3.56%
N/A
705 $0
IBM
International Business Machines Corp

Technology
-42
- 8.55%
$217.4 - $264.74 $9.13K - $11.1K
449 $111K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.35K
- 1.96%
$20.2 - $22.24 $87.9K - $96.8K
217K $4.67M
VNQ
Vanguard Specialized Funds Van

ETFs
-54
- 0.66%
$85.55 - $94.34 $4.62K - $5.09K
8.12K $735K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 4.38%
$279.74 - $321.29 $9.79K - $11.2K
764 $238K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-241
- 2.4%
$33.84 - $37.77 $8.16K - $9.1K
9.8K $356K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-531
- 2.45%
$33.57 - $37.22 $17.8K - $19.8K
21.1K $758K
DE
Deere & CO

Industrials
-110
- 5.54%
$408.57 - $509.27 $44.9K - $56K
1.87K $879K
AVIV
American Centy ETF Tr Avantis
-180
- 1.55%
$51.51 - $58.54 $9.27K - $10.5K
11.4K $647K
KO
Coca Cola CO

Consumer Defensive
-169
- 2.05%
$60.81 - $72.32 $10.3K - $12.2K
8.09K $579K
VTV
Vanguard Value ETF

ETFs
-22
- 0.1%
$167.73 - $179.21 $3.69K - $3.94K
21.3K $3.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
-703
- 1.83%
$56.51 - $62.98 $39.7K - $44.3K
37.8K $2.29M
JNJ
Johnson & Johnson

Healthcare
-104
- 2.07%
$142.06 - $167.7 $14.8K - $17.4K
4.93K $817K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.4K
- 1.81%
$18.36 - $20.51 $44K - $49.2K
130K $2.58M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.94K
- 2.55%
$25.54 - $28.79 $100K - $113K
150K $4.18M
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