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Moisand Fitzgerald Tamayo, LLC

CIK
1649107
City
ORLANDO
State / Country
FL

Top Portfolio Positions

340 positions · $38,837,738 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in DLY

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,960 500
2025-12-31 $7,270 500
2025-09-30 $7,540 500
2025-06-30 $7,795 500
2025-03-31 $8,050 500
2024-12-31 $7,915 500
2024-09-30 $8,295 500
2024-06-30 $7,890 500
2024-03-31 $7,970 500
2023-12-31 $7,435 500
2023-09-30 $7,365 500
2023-06-30 $7,265 500
2023-03-31 $6,995 500
2022-12-31 $6,560 500
2022-09-30 $6,745 500
2022-06-30 $7,170 500
2022-03-31 $8,375 500
2021-12-31 $9,350 500
2021-09-30 $9,555 500