Moisand Fitzgerald Tamayo, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $697 Million distributed in 590 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $114M, American Centy ETF Tr Avantis with a value of $59.3M, Schwab Intermediate Term Us Tr with a value of $53.1M, Dimensional ETF Tr U S Small C with a value of $53.1M, and American Centy ETF Tr Avantis with a value of $50.9M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $681M to 697M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$697 Million
ETFs: $598 Million
Technology: $9.23 Million
Financial Services: $4.08 Million
Industrials: $3.95 Million
Consumer Cyclical: $3.28 Million
Healthcare: $1.98 Million
Energy: $1.96 Million
Communication Services: $1.89 Million
Other: $3.34 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
