Moisand Fitzgerald Tamayo, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$722.8B

Holdings

588

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (588 positions)

#StockSharesValue% PortfolioType
101
VBKVANGUARD INDEX FDS
996$250.8M0.03%
102
AVUSAMERICAN CENTY ETF TR
2,646$244.4M0.03%
103
MCDMCDONALDS CORP
764$238.7M0.03%
104
NDQINVESCO QQQ TR
501$235.1M0.03%
105
PNCPNC FINL SVCS GROUP INC
1,326$233.1M0.03%
106
DONSPDR DOW JONES INDL AVERAGE
549$230.5M0.03%
107
PANWPALO ALTO NETWORKS INC
1,312$223.9M0.03%
108
SSBUSDSOUTHSTATE CORPORATION
2,318$215.2M0.03%
109
COPCONOCOPHILLIPS
2,018$212.0M0.03%
110
BACVERIZON COMMUNICATIONS INC
4,600$208.7M0.03%
111
PFEPFIZER INC
7,901$200.2M0.03%
112
QVALEA SERIES TRUST
4,675$199.4M0.03%
113
EFVISHARES TR
3,344$197.1M0.03%
114
SCHBSCHWAB STRATEGIC TR
9,110$196.1M0.03%
115
SPSMSPDR SER TR
4,812$196.1M0.03%
116
VEAVANGUARD TAX-MANAGED FDS
3,784$192.3M0.03%
117
SPYVSPDR SER TR
3,693$188.6M0.03%
118
AQLTISHARES TR
1,400$188.0M0.03%
119
AMZNAMAZON COM INC
982$186.9M0.03%
120
METAMETA PLATFORMS INC
324$186.6M0.03%
121
OEFISHARES TR
676$183.1M0.03%
122
LLYELI LILLY & CO
216$178.4M0.02%
123
MUBISHARES TR
1,683$177.5M0.02%
124
CVXCHEVRON CORP NEW
1,035$173.2M0.02%
125
PGPROCTER AND GAMBLE CO
890$151.7M0.02%
126
ISIIONIS PHARMACEUTICALS INC
5,000$150.8M0.02%
127
SCCOSOUTHERN COPPER CORP
1,559$145.7M0.02%
128
IWDISHARES TR
763$143.6M0.02%
129
GOOGALPHABET INC
907$141.7M0.02%
130
JBLJABIL INC
1,023$139.2M0.02%
131
VIGVANGUARD SPECIALIZED FUNDS
717$139.1M0.02%
132
VGTVANGUARD WORLD FD
250$135.6M0.02%
133
0DFCDIREXION SHS ETF TR
800$126.5M0.02%
134
JPMJPMORGAN CHASE & CO.
496$121.7M0.02%
135
UNHUNITEDHEALTH GROUP INC
224$117.3M0.02%
136
COSTCOSTCO WHSL CORP NEW
122$115.5M0.02%
137
XLUSELECT SECTOR SPDR TR
1,458$115.0M0.02%
138
UCBUNITED CMNTY BKS BLAIRSVLE G
4,064$114.3M0.02%
139
EFGISHARES TR
1,123$112.3M0.02%
140
IBMINTERNATIONAL BUSINESS MACHS
449$111.6M0.02%
141
ICFISHARES TR
1,805$111.1M0.02%
142
SBSISOUTHSIDE BANCSHARES INC
3,807$110.3M0.02%
143
GOOGLALPHABET INC
702$108.5M0.02%
144
GWXSPDR INDEX SHS FDS
3,295$105.3M0.01%
145
FTECFIDELITY COVINGTON TRUST
652$105.1M0.01%
146
DESWISDOMTREE TR
3,249$103.8M0.01%
147
EPDENTERPRISE PRODS PARTNERS L
2,981$101.8M0.01%
148
XLFISELECT SECTOR SPDR TR
1,207$98.6M0.01%
149
VRTXVERTEX PHARMACEUTICALS INC
200$97.0M0.01%
150
TSLATESLA INC
372$96.4M0.01%
151
DUKDUKE ENERGY CORP NEW
763$93.1M0.01%
152
VWOVANGUARD INTL EQUITY INDEX F
1,949$88.2M0.01%
153
NXPNUVEEN SELECT TAX-FREE INCOM
5,914$85.0M0.01%
154
FAROFARO TECHNOLOGIES INC
3,000$81.9M0.01%
155
BABAALIBABA GROUP HLDG LTD
610$80.7M0.01%
156
MDLZMONDELEZ INTL INC
1,169$79.3M0.01%
157
NSCNORFOLK SOUTHN CORP
332$78.6M0.01%
158
PAYXPAYCHEX INC
504$77.8M0.01%
159
NFLXNETFLIX INC
82$76.5M0.01%
160
PFFISHARES TR
2,430$74.7M0.01%
161
BMYBRISTOL-MYERS SQUIBB CO
1,209$73.7M0.01%
162
IWFISHARES TR
202$72.9M0.01%
163
FCFFIRST COMWLTH FINL CORP PA
4,692$72.9M0.01%
164
LMTLOCKHEED MARTIN CORP
161$71.9M0.01%
165
UNPUNION PAC CORP
292$69.0M0.01%
166
IJSISHARES TR
691$67.4M0.01%
167
NCLHNORWEGIAN CRUISE LINE HLDG L
3,542$67.2M0.01%
168
CSCOCISCO SYS INC
1,066$65.8M0.01%
169
MIGAMICROSTRATEGY INC
222$64.0M0.01%
170
RTXRTX CORPORATION
469$62.1M0.01%
171
ABBVABBVIE INC
294$61.6M0.01%
172
PEPPEPSICO INC
399$59.9M0.01%
173
PRUPRUDENTIAL FINL INC
533$59.5M0.01%
174
BACBANK AMERICA CORP
1,425$59.5M0.01%
175
LOWLOWES COS INC
253$59.0M0.01%
176
CLXCLOROX CO DEL
397$58.5M0.01%
177
WFCWELLS FARGO CO NEW
804$57.7M0.01%
178
SOSOUTHERN CO
617$56.7M0.01%
179
FULFULLER H B CO
1,000$56.1M0.01%
180
IMCGISHARES TR
774$55.3M0.01%
181
LINLINDE PLC
117$54.5M0.01%
182
AMDADVANCED MICRO DEVICES INC
516$53.0M0.01%
183
GEGE AEROSPACE
262$52.4M0.01%
184
SOLVSOLVENTUM CORP
675$51.3M0.01%
185
CSXCSX CORP
1,740$51.2M0.01%
186
WMWASTE MGMT INC DEL
219$50.7M0.01%
187
AVGEAMERICAN CENTY ETF TR
705$50.2M0.01%
188
DDDUPONT DE NEMOURS INC
648$48.4M0.01%
189
BDXBECTON DICKINSON & CO
210$48.1M0.01%
190
GSLCGOLDMAN SACHS ETF TR
434$47.8M0.01%
191
XLCSELECT SECTOR SPDR TR
495$47.7M0.01%
192
PSXPHILLIPS 66
385$47.5M0.01%
193
DSIISHARES TR
463$47.4M0.01%
194
SPTSSPDR SER TR
1,616$47.3M0.01%
195
IUSVISHARES TR
505$46.6M0.01%
196
TMUST-MOBILE US INC
174$46.4M0.01%
197
BABOEING CO
271$46.2M0.01%
198
NBHNEUBERGER BERMAN MUN FD INC
4,401$45.8M0.01%
199
QQQMINVESCO EXCH TRADED FD TR II
236$45.6M0.01%
200
TTTRANE TECHNOLOGIES PLC
135$45.5M0.01%
PreviousPage 2 of 6Next