Moisand Fitzgerald Tamayo, LLC Purchases in Q4 2025

Moisand Fitzgerald Tamayo, LLC

  • $828 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
229K
+ 6.67%
$24.31 - $24.46 $5.58M - $5.61M
3.67M $89.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
203K
+ 5.89%
$25.03 - $25.34 $5.09M - $5.16M
3.66M $91.8M
DFAI
Dimensional ETF Tr

ETFs
34.4K
+ 0.96%
$35.82 - $37.52 $1.23M - $1.29M
3.63M $135M
AVLV
American Centy ETF Tr Avantis
47.1K
+ 4.32%
$70.14 - $73.74 $3.3M - $3.47M
1.14M $82.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
86.7K
+ 6.82%
$23.07 - $24.16 $2M - $2.09M
1.36M $31.8M
NOW
Service Now, Inc.

Technology
699
+ 2254.84%
$835.79 - $946.29 $584K - $661K
730 $610K
XLU
Utilities Sector Spdr

ETFs
1.45K
+ 100.0%
$87.89 - $92.9 $127K - $134K
2.89K $256K
AVDE
American Centy ETF Tr Avantis

ETFs
334
+ 0.61%
$77.65 - $81.2 $25.9K - $27.1K
55.5K $4.45M
XLY
Select Sector Spdr Consumer Di

ETFs
212
+ 100.0%
$228.75 - $242.18 $48.5K - $51.3K
424 $97K
VEA
Vanguard Ftse Developed Market

ETFs
575
+ 19.58%
$59.18 - $62.09 $34K - $35.7K
3.51K $215K
AMZN
Amazon Com Inc

Consumer Cyclical
67
+ 5.87%
$213.04 - $254.0 $14.3K - $17K
1.21K $283K
UNH
Unitedhealth Group Inc

Healthcare
105
+ 46.46%
$320.52 - $369.92 $33.7K - $38.8K
331 $106K
VUG
Vanguard Growth ETF

ETFs
55
+ 78.57%
$470.44 - $504.26 $25.9K - $27.7K
125 $60K
SCCO
Southern Copper Corp

Basic Materials
14
+ 0.81%
$122.64 - $141.68 $1.72K - $1.98K
1.75K $228K
SPTS
Spdr Portfolio Short Term Trea

ETFs
626
+ 40.76%
$29.23 - $29.39 $18.3K - $18.4K
2.16K $63K
IAU
Ishares Gold Trust

ETFs
219
New
$72.65 - $82.5 $15.9K - $18.1K
219 $16K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
145
+ 77.96%
$99.87 - $101.27 $14.5K - $14.7K
331 $33K
AVUS
American Centy ETF Tr Avantis

ETFs
114
+ 4.31%
$105.96 - $111.17 $12.1K - $12.7K
2.76K $301K
WMT
Walmart Inc.

Consumer Defensive
127
+ 3.5%
$101.18 - $109.03 $12.8K - $13.8K
3.75K $386K
SSRM
Ssr Mining Inc.

Basic Materials
600
New
$19.48 - $25.8 $11.7K - $15.5K
600 $12K
IJS
Ishares S&P Smallcap 600 Value

ETFs
106
+ 15.34%
$105.91 - $113.18 $11.2K - $12K
797 $87K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
231
+ 1.75%
$37.61 - $39.41 $8.69K - $9.1K
13.4K $517K
VCIT
Vanguard Intermediate Term Cor

ETFs
49
New
$83.45 - $84.82 $4.09K - $4.16K
49 $4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.56%
$52.54 - $55.77 $578 - $613
1.97K $107K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.42%
$242.67 - $261.79 $243 - $262
237 $59K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 33.33%
$280.66 - $305.09 $281 - $305
4 $1K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 100.0%
$790.72 - $1010.64 $791 - $1.01K
2 $1K
Ea Series Trust
22.2K
+ 109.01%
N/A
42.6K $0
VST
Vistra Corp.

Utilities
0
New
$171.56 - $210.85 $0 - $0
0 $0
Solstice Advanced Matls Inc
27
New
N/A
27 $0
LUV
Southwest Airlines CO

Industrials
11
+ 2.19%
$29.67 - $34.68 $326 - $381
513 $16K
RWX
Spdr Dow Jones International R

ETFs
3
+ 0.98%
$27.07 - $28.36 $81.2 - $85.1
309 $8K
Strategy Inc
16
+ 2.44%
N/A
673 $0
Rbb Fd Inc
534
New
N/A
534 $0
Qnity Electronics Inc
302
New
N/A
302 $0
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12
+ 1.45%
$42.71 - $43.27 $513 - $519
841 $35K
CRWD
Crowd Strike Holdings, Inc.

Technology
0
New
$482.23 - $557.53 $0 - $0
0 $0
Bluerock Pvt Real Estate Fd
253
New
N/A
253 $0
Bitwise Bitcoin ETF Tr
8
+ 0.11%
N/A
7.09K $0
Bitmine Immersion Tecnologie
210
+ 120.0%
N/A
385 $0
Bed Bath & Beyond Inc
6
New
N/A
6 $0
BAC
Bank Of America Corp

Financial Services
2
+ 0.14%
$48.65 - $54.11 $97.3 - $108
1.43K $73K
American Centy ETF Tr
9.96K
+ 2.29%
N/A
444K $0
DFSD
Dimensional ETF Tr Short Durat

ETFs
12
+ 1.65%
$48.17 - $48.5 $578 - $582
739 $35K
Coreweave Inc
584
New
N/A
584 $0
OMC
Omnicom Group Inc.

Communication Services
12
+ 11.65%
$72.23 - $81.23 $867 - $975
115 $8K
Ishares Bitcoin Trust ETF
485
+ 130.73%
N/A
856 $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
0
New
$51.27 - $51.8 $0 - $0
0 $0
UBER
Uber Technologies, Inc

Technology
10
+ 4.44%
$91.62 - $100.1 $916 - $1K
235 $21K
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 1 Puts 0
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