Moisand Fitzgerald Tamayo, LLC Sells in Q3 2024

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-289K
- 73.81%
$75.47 - $83.18 $21.8M - $24M
103K $8.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.2K
- 14.26%
$60.84 - $67.51 $925K - $1.03M
91.4K $6.17M
PG
Procter & Gamble CO

Consumer Defensive
-2.24K
- 67.09%
$160.76 - $177.82 $360K - $398K
1.1K $190K
SPMD
Spdr Portfolio

ETFs
-9.45K
- 16.96%
$50.29 - $54.92 $475K - $519K
46.3K $2.53M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-11.9K
- 35.94%
$27.8 - $29.26 $330K - $348K
21.2K $615K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.08K
- 54.68%
$28.75 - $29.46 $232K - $238K
6.69K $196K
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.29K
- 79.61%
$76.07 - $83.33 $174K - $191K
586 $48K
NVDA
Nvidia Corp

Technology
-870
- 5.01%
$98.91 - $134.91 $86.1K - $117K
16.5K $2M
MSFT
Microsoft Corp

Technology
-51
- 0.95%
$395.15 - $467.56 $20.2K - $23.8K
5.32K $2.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.2K
- 11.8%
$73.43 - $80.37 $235K - $257K
23.9K $1.92M
JPM
Jpmorgan Chase & CO

Financial Services
-195
- 27.39%
$194.9 - $224.8 $38K - $43.8K
517 $108K
PANW
Palo Alto Networks Inc

Technology
-101
- 13.2%
$294.18 - $368.01 $29.7K - $37.2K
664 $226K
DIS
Walt Disney CO

Communication Services
-55
- 0.77%
$85.6 - $98.61 $4.71K - $5.42K
7.12K $684K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-932
- 17.04%
$48.51 - $52.86 $45.2K - $49.3K
4.54K $239K
CMCSA
Comcast Corp

Communication Services
-524
- 43.59%
$37.33 - $41.78 $19.6K - $21.9K
678 $28K
CLPT
Clear Point Neuro, Inc.

Healthcare
-4K
- 88.09%
$5.3 - $13.18 $21.2K - $52.7K
541 $6K
BDX
Becton Dickinson & CO

Healthcare
-75
- 26.32%
$221.47 - $242.41 $16.6K - $18.2K
210 $50K
VVI
Viad Corp

Industrials
-474
- 90.63%
$30.45 - $39.69 $14.4K - $18.8K
49 $1K
IEMG
Ishares Inc

ETFs
-304
- 42.34%
$53.64 - $53.64 $16.3K - $16.3K
414 $22K
GOOGL
Alphabet Inc.

Communication Services
-23
- 3.15%
$148.65 - $191.18 $3.42K - $4.4K
708 $117K
SO
Southern CO

Utilities
-310
- 33.44%
$77.0 - $90.52 $23.9K - $28.1K
617 $55K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-123
- 27.39%
$92.63 - $105.69 $11.4K - $13K
326 $33K
BA
Boeing CO

Industrials
-8
- 2.68%
$152.04 - $190.6 $1.22K - $1.52K
291 $44K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.88K
- 6.82%
$36.98 - $41.55 $181K - $203K
66.8K $2.75M
NNN
National Retail Properties, Inc.

Real Estate
-194
- 64.88%
$42.12 - $48.79 $8.17K - $9.47K
105 $5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-82
- 14.88%
$96.25 - $101.98 $7.89K - $8.36K
469 $47K
INTC
Intel Corp

Technology
-158
- 67.81%
$18.9 - $34.87 $2.99K - $5.51K
75 $1K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-8
- 0.59%
$16.19 - $23.88 $130 - $191
1.35K $25K
BAC
Bank Of America Corp

Financial Services
-99
- 6.51%
$36.65 - $44.13 $3.63K - $4.37K
1.42K $56K
KLAC
Kla Corp

Technology
-4
- 80.0%
$696.17 - $892.35 $2.78K - $3.57K
1 $0
XLV
Select Sector Spdr Fund Health

ETFs
-34
- 23.61%
$143.3 - $157.24 $4.87K - $5.35K
110 $16K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-128
- 15.13%
$41.34 - $43.55 $5.29K - $5.57K
718 $31K
NKE
Nike, Inc.

Consumer Cyclical
-135
- 20.24%
$71.09 - $89.44 $9.6K - $12.1K
532 $47K
RJF
Raymond James Financial Inc

Financial Services
-23
- 6.73%
$106.39 - $125.13 $2.45K - $2.88K
319 $39K
XLF
Financial Sector Spdr

ETFs
-96
- 18.36%
$40.84 - $45.74 $3.92K - $4.39K
427 $19K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-50
- 33.33%
$39.47 - $49.4 $1.97K - $2.47K
100 $4K
MS
Morgan Stanley

Financial Services
-50
- 11.93%
$92.07 - $106.96 $4.6K - $5.35K
369 $38K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-56
- 57.73%
$38.04 - $45.36 $2.13K - $2.54K
41 $1K
BWMN
Bowman Consulting Group Ltd.

Industrials
-3
- 1.51%
$21.5 - $35.95 $64.5 - $108
196 $4K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-41
- 7.61%
$97.81 - $108.79 $4.01K - $4.46K
498 $54K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-23
- 8.39%
$63.28 - $70.06 $1.46K - $1.61K
251 $17K
HSY
Hershey CO

Consumer Defensive
-1
- 5.56%
$182.45 - $203.25 $182 - $203
17 $3K
EMBC
Embecta Corp.

Healthcare
-15
- 50.0%
$11.46 - $16.56 $172 - $248
15 $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-178
- 5.3%
$59.93 - $66.52 $10.7K - $11.8K
3.18K $211K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-172
- 6.71%
$6.71 - $8.78 $1.15K - $1.51K
2.39K $19K
Sila Realty Trust Inc
-341
- 42.41%
N/A
463 $0
EFV
Msci Eafe Value ETF

ETFs
-265
- 7.37%
$51.72 - $57.96 $13.7K - $15.4K
3.33K $191K
IWS
Ishares Russell Midcap Value E

ETFs
-2
- 3.17%
$119.52 - $132.25 $239 - $265
61 $8K
UNH
Unitedhealth Group Inc

Healthcare
-29
- 11.46%
$488.01 - $604.18 $14.2K - $17.5K
224 $130K
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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