Moisand Fitzgerald Tamayo, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$707.4M
Holdings
598
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (598 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PANWPALO ALTO NETWORKS INC | 1,312 | $238K | 0.03% | |
| 102 | DONSPDR DOW JONES INDL AVERAGE | 549 | $233K | 0.03% | |
| 103 | MCDMCDONALDS CORP | 799 | $231K | 0.03% | |
| 104 | SSBUSDSOUTHSTATE CORPORATION | 2,318 | $230K | 0.03% | |
| 105 | SPSMSPDR SER TR | 5,075 | $227K | 0.03% | |
| 106 | TAT&T INC | 9,578 | $218K | 0.03% | |
| 107 | SCHBSCHWAB STRATEGIC TR | 9,251 | $209K | 0.03% | |
| 108 | BITBBITWISE BITCOIN ETF TR | 4,074 | $207K | 0.03% | |
| 109 | VIGVANGUARD SPECIALIZED FUNDS | 1,062 | $207K | 0.03% | |
| 110 | QVALEA SERIES TRUST | 4,653 | $207K | 0.03% | |
| 111 | PFEPFIZER INC | 7,751 | $205K | 0.03% | |
| 112 | OEFISHARES TR | 676 | $195K | 0.03% | |
| 113 | VEAVANGUARD TAX-MANAGED FDS | 4,064 | $194K | 0.03% | |
| 114 | SPYVSPDR SER TR | 3,749 | $191K | 0.03% | |
| 115 | CVXCHEVRON CORP NEW | 1,304 | $188K | 0.03% | |
| 116 | AMZNAMAZON COM INC | 852 | $186K | 0.03% | |
| 117 | BACVERIZON COMMUNICATIONS INC | 4,600 | $183K | 0.03% | |
| 118 | AQLTISHARES TR | 1,400 | $183K | 0.03% | |
| 119 | PGPROCTER AND GAMBLE CO | 1,086 | $182K | 0.03% | |
| 120 | MUBISHARES TR | 1,683 | $179K | 0.03% | |
| 121 | GOOGALPHABET INC | 937 | $178K | 0.03% | |
| 122 | EFVISHARES TR | 3,344 | $175K | 0.02% | |
| 123 | IWDISHARES TR | 880 | $162K | 0.02% | |
| 124 | VGTVANGUARD WORLD FD | 250 | $155K | 0.02% | |
| 125 | TSLATESLA INC | 384 | $155K | 0.02% | |
| 126 | LLYELI LILLY & CO | 194 | $149K | 0.02% | |
| 127 | GOOGLALPHABET INC | 728 | $137K | 0.02% | |
| 128 | UCBUNITED CMNTY BKS BLAIRSVLE G | 4,064 | $131K | 0.02% | |
| 129 | JPMJPMORGAN CHASE & CO. | 517 | $123K | 0.02% | |
| 130 | VLOVALERO ENERGY CORP | 1,000 | $122K | 0.02% | |
| 131 | 0DFCDIREXION SHS ETF TR | 800 | $120K | 0.02% | |
| 132 | SBSISOUTHSIDE BANCSHARES INC | 3,807 | $120K | 0.02% | |
| 133 | FTECFIDELITY COVINGTON TRUST | 652 | $120K | 0.02% | |
| 134 | UNHUNITEDHEALTH GROUP INC | 224 | $113K | 0.02% | |
| 135 | AFGAMERICAN FINL GROUP INC OHIO | 826 | $113K | 0.02% | |
| 136 | PDIPIMCO DYNAMIC INCOME FD | 6,211 | $113K | 0.02% | |
| 137 | DESWISDOMTREE TR | 3,249 | $111K | 0.02% | |
| 138 | COSTCOSTCO WHSL CORP NEW | 122 | $111K | 0.02% | |
| 139 | GWXSPDR INDEX SHS FDS | 3,547 | $109K | 0.02% | |
| 140 | EFGISHARES TR | 1,123 | $108K | 0.02% | |
| 141 | ICFISHARES TR | 1,805 | $108K | 0.02% | |
| 142 | IBMINTERNATIONAL BUSINESS MACHS | 491 | $107K | 0.02% | |
| 143 | VWOVANGUARD INTL EQUITY INDEX F | 2,413 | $106K | 0.01% | |
| 144 | XLFISELECT SECTOR SPDR TR | 1,207 | $94K | 0.01% | |
| 145 | EPDENTERPRISE PRODS PARTNERS L | 2,981 | $93K | 0.01% | |
| 146 | NXPNUVEEN SELECT TAX-FREE INCOM | 5,914 | $89K | 0.01% | |
| 147 | NCLHNORWEGIAN CRUISE LINE HLDG L | 3,442 | $88K | 0.01% | |
| 148 | XLUSELECT SECTOR SPDR TR | 1,153 | $87K | 0.01% | |
| 149 | COPCONOCOPHILLIPS | 877 | $86K | 0.01% | |
| 150 | MDLZMONDELEZ INTL INC | 1,414 | $84K | 0.01% | |
| 151 | PAYXPAYCHEX INC | 585 | $82K | 0.01% | |
| 152 | DUKDUKE ENERGY CORP NEW | 763 | $82K | 0.01% | |
| 153 | IWFISHARES TR | 202 | $81K | 0.01% | |
| 154 | VRTXVERTEX PHARMACEUTICALS INC | 200 | $80K | 0.01% | |
| 155 | FCFFIRST COMWLTH FINL CORP PA | 4,692 | $79K | 0.01% | |
| 156 | LMTLOCKHEED MARTIN CORP | 161 | $78K | 0.01% | |
| 157 | NSCNORFOLK SOUTHN CORP | 332 | $77K | 0.01% | |
| 158 | FAROFARO TECHNOLOGIES INC | 3,000 | $76K | 0.01% | |
| 159 | PFFISHARES TR | 2,430 | $76K | 0.01% | |
| 160 | IJSISHARES TR | 691 | $75K | 0.01% | |
| 161 | NFLXNETFLIX INC | 82 | $73K | 0.01% | |
| 162 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 2,088 | $71K | 0.01% | |
| 163 | PEPPEPSICO INC | 454 | $69K | 0.01% | |
| 164 | BMYBRISTOL-MYERS SQUIBB CO | 1,209 | $68K | 0.01% | |
| 165 | WFCWELLS FARGO CO NEW | 965 | $67K | 0.01% | |
| 166 | PRUPRUDENTIAL FINL INC | 572 | $67K | 0.01% | |
| 167 | UNPUNION PAC CORP | 292 | $66K | 0.01% | |
| 168 | CLXCLOROX CO DEL | 397 | $64K | 0.01% | |
| 169 | VYMVANGUARD WHITEHALL FDS | 500 | $63K | 0.01% | |
| 170 | CSCOCISCO SYS INC | 1,066 | $63K | 0.01% | |
| 171 | LOWLOWES COS INC | 253 | $62K | 0.01% | |
| 172 | BACBANK AMERICA CORP | 1,423 | $62K | 0.01% | |
| 173 | AMDADVANCED MICRO DEVICES INC | 516 | $62K | 0.01% | |
| 174 | CSXCSX CORP | 1,847 | $59K | 0.01% | |
| 175 | SPTSSPDR SER TR | 2,035 | $59K | 0.01% | |
| 176 | IMCGISHARES TR | 774 | $58K | 0.01% | |
| 177 | RTXRTX CORPORATION | 469 | $54K | 0.01% | |
| 178 | DSIISHARES TR | 489 | $53K | 0.01% | |
| 179 | AVGEAMERICAN CENTY ETF TR | 731 | $52K | 0.01% | |
| 180 | ABBVABBVIE INC | 294 | $52K | 0.01% | |
| 181 | BABAALIBABA GROUP HLDG LTD | 610 | $51K | 0.01% | |
| 182 | SOSOUTHERN CO | 617 | $50K | 0.01% | |
| 183 | IJTISHARES TR | 376 | $50K | 0.01% | |
| 184 | DDDUPONT DE NEMOURS INC | 648 | $49K | 0.01% | |
| 185 | GSLCGOLDMAN SACHS ETF TR | 434 | $49K | 0.01% | |
| 186 | QQQMINVESCO EXCH TRADED FD TR II | 236 | $49K | 0.01% | |
| 187 | TTTRANE TECHNOLOGIES PLC | 135 | $49K | 0.01% | |
| 188 | CATCATERPILLAR INC | 136 | $49K | 0.01% | |
| 189 | LINLINDE PLC | 117 | $48K | 0.01% | |
| 190 | BDXBECTON DICKINSON & CO | 210 | $47K | 0.01% | |
| 191 | DWDMORGAN STANLEY | 377 | $47K | 0.01% | |
| 192 | XLCSELECT SECTOR SPDR TR | 495 | $47K | 0.01% | |
| 193 | XLYSELECT SECTOR SPDR TR | 212 | $47K | 0.01% | |
| 194 | BABOEING CO | 271 | $47K | 0.01% | |
| 195 | IUSVISHARES TR | 505 | $46K | 0.01% | |
| 196 | MRKMERCK & CO INC | 465 | $46K | 0.01% | |
| 197 | PYPLPAYPAL HLDGS INC | 549 | $46K | 0.01% | |
| 198 | AGGISHARES TR | 469 | $45K | 0.01% | |
| 199 | NBHNEUBERGER BERMAN MUN FD INC | 4,401 | $45K | 0.01% | |
| 200 | WMWASTE MGMT INC DEL | 219 | $44K | 0.01% |