Portfolio (Quarterly)
Guide ↗
Moisand Fitzgerald Tamayo, LLC
· CIK 0001649107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CBRE | CBRE GROUP INC | Real Estate | 1,229 | $166K | 0.02% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 164 | $37K | 0.00% | SOLD |
| 3 | CCL | CARNIVAL CORP | Consumer Cyclical | 1,200 | $31K | 0.00% | SOLD |
| 4 | DD | DUPONT DE NEMOURS INC | Basic Materials | 468 | $21K | 0.00% | SOLD |
| 5 | NVDA CALL | NVIDIA CORPORATION | Technology | 100 | $17K | 0.00% | SOLD |
| 6 | BLOK | AMPLIFY ETF TR | — | 118 | $6K | 0.00% | SOLD |
| 7 | ROP | ROPER TECHNOLOGIES INC | Industrials | 15 | $5K | 0.00% | SOLD |
| 8 | CTRA | COTERRA ENERGY INC | Energy | 49 | $2K | — | SOLD |
| 9 | FIX | COMFORT SYS USA INC | Industrials | 1 | $1K | — | SOLD |
| 10 | ASML | ASML HLDG NV | Technology | 1 | $1K | — | SOLD |
| 11 | VST | VISTRA CORP | Utilities | — | $44.0 | — | SOLD |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | Technology | — | $27.0 | — | SOLD |
| 13 | — | LA ROSA HLDGS CORP | — | 5 | $3.0 | — | SOLD |
Sector Allocation
Technology
38.0%
Financial Services
15.1%
Industrials
12.1%
Consumer Cyclical
9.4%
Healthcare
6.1%
Energy
5.8%
Communication Services
4.4%
Consumer Defensive
4.0%
Utilities
3.4%
Basic Materials
1.2%