• 13F History

Moisand Fitzgerald Tamayo, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$723M
Signature - Title
Dj Hunt - MANAGER
Location
Orlando, FL
Summary
This page shows a list of all the recent 13F filings made by Moisand Fitzgerald Tamayo, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moisand Fitzgerald Tamayo, LLC reported 584 stock holdings with total value $723M as of Q1 2025. Top holdings included DFAI, AVLV, DFAS, SCHR, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 584 $723M +$40.9M -$21.2M +$19.7M DFAI, AVLV, DFAS, SCHR, AVUV 13F-HR 4/22/2025, 01:15 PM
Q4 2024 596 $707M +$55.2M -$8.97M +$46.2M DFAI, AVLV, DFAS, AVUV, SCHR 13F-HR 2/4/2025, 10:23 AM
Q3 2024 616 $728M +$48.3M -$31.2M +$17.1M DFAI, DFAS, AVLV, AVUV, SCHR 13F-HR 10/9/2024, 03:18 PM
Q2 2024 593 $668M +$51.2M -$26.5M +$24.7M DFAI, DFAS, AVLV, AVUV, SCHR 13F-HR 7/31/2024, 10:29 AM
Q1 2024 568 $654M +$60.7M -$14.2M +$46.5M DFAI, DFAS, AVUV, AVLV, SCHR 13F-HR 4/16/2024, 03:27 PM
Q4 2023 648 $578M +$83.6M -$29M +$54.6M DFAI, DFAS, AVUV, AVLV, SCHR 13F-HR 1/18/2024, 10:38 AM
Q3 2023 762 $474M +$7.59M -$5.93M +$1.67M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 10/20/2023, 01:27 PM
Q2 2023 747 $489M +$13.6M -$5.74M +$7.9M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 7/12/2023, 02:01 PM
Q1 2023 778 $468M +$21.2M -$8.74M +$12.5M DFAI, DFAS, AVUV, SCHR, DFUV 13F-HR 5/5/2023, 02:11 PM
Q4 2022 767 $439M +$47.5M -$9.14M +$38.4M DFAI, DFAS, AVUV, DFUV, SCHR 13F-HR 1/23/2023, 08:45 AM
Q3 2022 583 $365M +$25M -$5.87M +$19.1M DFAI, DFUV, SCHR, DFAS, SCHM 13F-HR 10/26/2022, 02:42 PM
Q2 2022 481 $372M +$183M -$228K +$183M DFAI, DFUV, SCHR, SCHM, AVDV 13F-HR 8/1/2022, 09:24 AM
Q1 2022 455 $220M +$4.63M -$106M -$101M DFAI, SCHM, AVDV, SCHH, VOO 13F-HR 4/29/2022, 01:48 PM
Q4 2021 360 $355M +$68.6M -$28.2M +$40.4M DFAI, SCHM, VOO, SCHH, IVV 13F-HR 2/3/2022, 09:49 AM
Q3 2021 362 $297M +$29.7M -$5.79M +$23.9M VOO, SCHM, SPLG, IVV, SCHH 13F-HR 11/1/2021, 01:25 PM
Q2 2021 392 $275M +$32.4M -$1.59M +$30.8M VOO, SCHM, IVV, SPLG, SCHH 13F-HR 8/3/2021, 11:36 AM
Q1 2021 337 $232M +$3.49M -$10.8M -$7.3M VOO, SCHM, IVV, SPLG, SCHH 13F-HR 5/3/2021, 03:10 PM
Q4 2020 326 $222M +$7.87M -$5.75M +$2.12M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 2/2/2021, 09:42 AM
Q3 2020 299 $193M +$5.69M -$2.93M +$2.75M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 11/2/2020, 07:46 AM
Q2 2020 287 $182M +$7.39M -$4.02M +$3.37M VOO, SCHM, IVV, SPLG, SCHF 13F-HR 8/7/2020, 02:47 PM
Q1 2020 238 $153M +$11.3M -$8.02M +$3.28M VOO, IVV, SCHM, SPLG, SCHF 13F-HR 5/13/2020, 11:44 AM
Q4 2019 258 $194M +$1.82M -$2.9M -$1.08M VOO, IVV, SCHM, SCHF, SPLG 13F-HR 1/16/2020, 10:11 AM
Q3 2019 248 $184M +$3.12M -$2.75M +$364K VOO, IVV, SCHM, SCHH, SCHF 13F-HR 11/1/2019, 10:09 AM
Q2 2019 260 $184M +$1.88M -$2.13M -$243K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 8/5/2019, 11:50 AM
Q1 2019 265 $180M +$4.62M -$2.64M +$1.98M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 5/3/2019, 12:55 PM
Q4 2018 262 $160M +$7.41M -$3.93M +$3.48M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 2/11/2019, 09:32 AM
Q3 2018 288 $180M +$3.96M -$2.82M +$1.14M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/9/2018, 12:46 PM
Q2 2018 271 $172M +$4.77M -$2.25M +$2.52M VOO, IVV, SCHM, SCHH, SCHF 13F-HR 8/8/2018, 01:57 PM
Q1 2018 308 $168M +$25M -$25.7M -$698K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 4/30/2018, 02:09 PM
Q4 2017 270 $172M +$5.85M -$3.28M +$2.57M IVV, VOO, SCHM, SCHH, SCHF 13F-HR 1/23/2018, 03:02 PM
Q3 2017 295 $164M +$13.2M -$1.06M +$12.2M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/3/2017, 01:51 PM
Q2 2017 62 $147M +$3.68M -$1.89M +$1.79M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 8/8/2017, 09:26 AM
Q1 2017 62 $142M +$5.7M -$3.25M +$2.45M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 5/5/2017, 01:46 PM
Q4 2016 61 $135M +$2.01M -$1.42M +$593K VOO, IVV, SCHM, SCHF, SCHH 13F-HR 2/6/2017, 12:42 PM
Q3 2016 62 $132M +$6.57M -$880K +$5.69M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 11/4/2016, 02:49 PM
Q2 2016 56 $123M +$3.88M -$1.27M +$2.61M VOO, IVV, SCHM, SCHH, SCHF 13F-HR 8/3/2016, 01:29 PM
Q1 2016 211 $124M VOO, IVV, SCHM, SCHF, SCHH New Holdings 5/5/2016, 03:31 PM
Q1 2016 211 $124M +$9.03M -$3.1M +$5.92M VOO, IVV, SCHM, SCHF, SCHH 13F-HR 4/29/2016, 10:58 AM
Q4 2015 204 $116M VOO, IVV, SCHM, SCHH, SCHF 13F-HR 2/10/2016, 01:05 PM