Portfolio (Quarterly)
Guide ↗
Moisand Fitzgerald Tamayo, LLC
· CIK 0001649107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XBIL | RBB FD INC | — | 534 | $27K | 0.00% | SOLD |
| 2 | IAU | ISHARES GOLD TR | Financial Services | 219 | $18K | 0.00% | SOLD |
| 3 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 501 | $14K | 0.00% | SOLD |
| 4 | — | COMERICA INC | — | 144 | $13K | 0.00% | SOLD |
| 5 | DIS CALL | DISNEY WALT CO | Communication Services | 100 | $11K | 0.00% | SOLD |
| 6 | ADBE | ADOBE INC | Technology | 32 | $11K | 0.00% | SOLD |
| 7 | MU | MICRON TECHNOLOGY INC | Technology | 35 | $10K | 0.00% | SOLD |
| 8 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 50 | $9K | 0.00% | SOLD |
| 9 | — | CADENCE BANK | — | 195 | $8K | 0.00% | SOLD |
| 10 | IYR | ISHARES TR | — | 85 | $8K | 0.00% | SOLD |
| 11 | IHI | ISHARES TR | — | 102 | $6K | 0.00% | SOLD |
| 12 | MRVL | MARVELL TECHNOLOGY INC | Technology | 70 | $6K | 0.00% | SOLD |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | — | 49 | $4K | — | SOLD |
| 14 | REXR | REXFORD INDL RLTY INC | Real Estate | 9 | $344.0 | — | SOLD |
| 15 | NSA | NATIONAL STORAGE AFFILIATES | Real Estate | 12 | $336.0 | — | SOLD |
| 16 | — | LA ROSA HLDGS CORP | — | 56 | $36.0 | — | SOLD |
Sector Allocation
Technology
33.2%
Financial Services
14.6%
Industrials
13.6%
Consumer Cyclical
8.9%
Energy
7.5%
Healthcare
6.5%
Communication Services
5.1%
Consumer Defensive
4.5%
Utilities
3.8%
Basic Materials
1.4%