Moisand Fitzgerald Tamayo, LLC
Top Portfolio Positions
299 positions ·
$37,051,570 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
13,242 | $3,599,970 | 9.72% |
| NVDA |
Nvidia Corp
|
14,642 | $2,730,733 | 7.37% |
| MSFT |
Microsoft Corp
|
4,964 | $2,400,689 | 6.48% |
| SPY |
SPDR S&P 500 ETF TRUST
|
2,315 | $1,578,644 | 4.26% |
| LRCX |
Lam Research Corp
|
9,111 | $1,559,620 | 4.21% |
| LHX |
L3harris Technologies, Inc. /De/
|
4,955 | $1,454,639 | 3.93% |
| XOM |
Exxon Mobil Corp
|
8,471 | $1,019,400 | 2.75% |
| JNJ |
Johnson & Johnson
|
4,623 | $956,729 | 2.58% |
| AXP |
American Express Co
|
2,438 | $901,938 | 2.43% |
| DE |
Deere & Co
|
1,827 | $850,596 | 2.30% |
Portfolio Trend
Holdings in AENT
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,616 | 200 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,362 | 200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $754 | 200 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $670 | 200 | Shares | Sole | 2025-04-22 | |
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