Moisand Fitzgerald Tamayo, LLC Incresed Positions in Q4 2024

Moisand Fitzgerald Tamayo, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
804K
+ 107.82%
$24.06 - $48.88 $19.3M - $39.3M
1.55M $37.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.7K
+ 3.82%
$77.02 - $78.58 $1.21M - $1.23M
426K $32.9M
XLK
Technology Sector Spdr

ETFs
592
+ 42.14%
$220.26 - $241.44 $130K - $143K
2K $464K
DIS
Walt Disney CO

Communication Services
83
+ 1.17%
$92.39 - $117.6 $7.67K - $9.76K
7.21K $802K
QQQ
Invesco Qqq Trust, Series 1

ETFs
207
+ 70.41%
$481.22 - $538.17 $99.6K - $111K
501 $256K
GOOGL
Alphabet Inc.

Communication Services
20
+ 2.82%
$161.86 - $196.66 $3.24K - $3.93K
728 $137K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
138
+ 2.89%
$100.16 - $100.7 $13.8K - $13.9K
4.92K $493K
PANW
Palo Alto Networks Inc

Technology
648
+ 97.59%
$181.96 - $405.9 $118K - $263K
1.31K $238K
AVIV
American Centy ETF Tr Avantis
1.07K
+ 10.16%
$51.24 - $55.81 $54.9K - $59.8K
11.6K $602K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
189
+ 1.42%
$33.92 - $36.6 $6.41K - $6.92K
13.5K $466K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.89%
$554.08 - $632.68 $2.22K - $2.53K
455 $268K
VUG
Vanguard Growth ETF

ETFs
18
+ 25.71%
$378.79 - $428.11 $6.82K - $7.71K
88 $36K
MS
Morgan Stanley

Financial Services
8
+ 2.17%
$104.42 - $134.99 $835 - $1.08K
377 $47K
VOE
Vanguard Mid Cap Value Index F

ETFs
44
+ 97.78%
$160.89 - $176.18 $7.08K - $7.75K
89 $14K
PLTR
Palantir Technologies Inc.

Technology
2
+ 1.33%
$36.46 - $82.38 $72.9 - $165
152 $11K
BAC
Bank Of America Corp

Financial Services
1
+ 0.07%
$39.22 - $47.77 $39.2 - $47.8
1.42K $62K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19.7K
+ 4.89%
$74.5 - $78.37 $1.47M - $1.54M
422K $31.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
777
+ 294.32%
$26.93 - $84.95 $20.9K - $66K
1.04K $28K
VIG
Vanguard Dividend Appreciation

ETFs
26
+ 2.51%
N/A
1.06K $193K
IEMG
Ishares Inc

ETFs
107
+ 25.85%
N/A
521 $27K
SCHX
Schwab Strategic Tr Us Large C

ETFs
56.3K
+ 193.45%
$22.4 - $68.28 $1.26M - $3.84M
85.3K $1.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
267
+ 12.44%
$44.04 - $49.49 $11.8K - $13.2K
2.41K $106K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
243
+ 5.51%
$44.25 - $47.77 $10.8K - $11.6K
4.65K $207K
DFS
Discover Financial Services

Financial Services
5
+ 8.93%
$136.3 - $182.67 $682 - $913
61 $10K
SCHG
Schwab Strategic Tr Us Large C

ETFs
978
+ 300.0%
$25.93 - $105.3 $25.4K - $103K
1.3K $36K
LUV
Southwest Airlines CO

Industrials
8
+ 1.71%
$28.99 - $34.84 $232 - $279
477 $16K
VVI
Viad Corp

Industrials
52
+ 106.12%
$35.01 - $45.51 $1.82K - $2.37K
101 $4K
PRU
Prudential Financial Inc

Financial Services
39
+ 7.32%
$114.59 - $129.52 $4.47K - $5.05K
572 $67K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
20
+ 20.0%
$45.39 - $62.98 $908 - $1.26K
120 $6K
DVN
Devon Energy Corp

Energy
50
+ 51.55%
$30.52 - $42.96 $1.53K - $2.15K
147 $4K
USLM
United States Lime & Minerals Inc

Basic Materials
4
+ 50.0%
$91.63 - $157.45 $367 - $630
12 $1K
Ishares Bitcoin Trust ETF
4
+ 25.0%
N/A
20 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
8
+ 100.0%
$25.74 - $53.78 $206 - $430
16 $0
AVGE
American Centy ETF Tr Avantis
55
+ 8.14%
N/A
731 $0
Dimensional ETF Trust
54
+ 5.83%
N/A
981 $0
FNDA
Schwab Fundamental U S Small C

ETFs
92
+ 100.0%
$29.26 - $59.11 $2.69K - $5.44K
184 $5K
EEM
Ishares Msci Emerging Markets

ETFs
25
+ 12.5%
$41.82 - $47.36 $1.05K - $1.18K
225 $9K
F
Ford Motor CO

Consumer Cyclical
15
+ 1.15%
$9.69 - $11.4 $145 - $171
1.32K $13K
FNDX
Schwab Fundamental U S Large C

ETFs
126
+ 200.0%
$23.49 - $71.77 $2.96K - $9.04K
189 $4K
Ea Series Trust
126
+ 4.07%
N/A
3.23K $0
RWX
Spdr Dow Jones International R

ETFs
2
+ 0.42%
$22.73 - $27.57 $45.5 - $55.1
483 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.07K
+ 191.0%
$22.01 - $66.82 $134K - $406K
9.25K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80
+ 35.09%
$22.63 - $47.53 $1.81K - $3.8K
308 $6K
COP
Conocophillips

Energy
2
+ 0.23%
$95.12 - $114.72 $190 - $229
877 $86K
EFG
Msci Eafe Growth ETF

ETFs
63
+ 5.94%
$96.83 - $106.88 $6.1K - $6.73K
1.12K $108K
LLY
Eli Lilly & CO

Healthcare
19
+ 10.86%
$727.2 - $932.06 $13.8K - $17.7K
194 $149K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 0.22%
$113.92 - $127.38 $2.28K - $2.55K
8.95K $1.03M
EFV
Msci Eafe Value ETF

ETFs
12
+ 0.36%
$51.78 - $57.15 $621 - $686
3.34K $175K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
67
+ 0.36%
$26.16 - $29.13 $1.75K - $1.95K
18.5K $485K
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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