Moisand Fitzgerald Tamayo, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $702 Million distributed in 620 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $112M, Dimensional ETF Tr U S Small C with a value of $57.5M, American Centy ETF Tr Avantis with a value of $56.2M, American Centy ETF Tr Avantis with a value of $54.3M, and Schwab Intermediate Term Us Tr with a value of $38.6M.
Examining the 13F form we can see an increase of $35.5M in the current position value, from $667M to 702M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$702 Million
ETFs: $605 Million
Technology: $10.1 Million
Financial Services: $4.23 Million
Industrials: $3.72 Million
Consumer Cyclical: $3.46 Million
Healthcare: $1.93 Million
Consumer Defensive: $1.87 Million
Communication Services: $1.86 Million
Other: $2.99 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
