Moisand Fitzgerald Tamayo, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $681 Million distributed in 600 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $105M, American Centy ETF Tr Avantis with a value of $56.9M, Dimensional ETF Tr U S Small C with a value of $56.4M, American Centy ETF Tr Avantis with a value of $54.2M, and Schwab Intermediate Term Us Tr with a value of $38.6M.
Examining the 13F form we can see an decrease of $21.3M in the current position value, from $702M to 681M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$681 Million
ETFs: $584 Million
Technology: $10.2 Million
Financial Services: $4.27 Million
Consumer Cyclical: $3.55 Million
Industrials: $3.48 Million
Communication Services: $2.01 Million
Consumer Defensive: $1.74 Million
Healthcare: $1.69 Million
Other: $2.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
