Moisand Fitzgerald Tamayo, LLC
Top Portfolio Positions
338 positions ·
$38,026,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,379 | $3,395,456 | 8.93% |
| NVDA |
Nvidia Corp
Technology
|
15,197 | $2,650,356 | 6.97% |
| LRCX |
Lam Research Corp
Technology
|
9,111 | $1,946,656 | 5.12% |
| MSFT |
Microsoft Corp
Technology
|
4,970 | $1,839,744 | 4.84% |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
4,955 | $1,710,218 | 4.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,293 | $1,491,229 | 3.92% |
| XOM |
Exxon Mobil Corp
Energy
|
8,468 | $1,436,680 | 3.78% |
| JNJ |
Johnson & Johnson
Healthcare
|
4,537 | $1,109,024 | 2.92% |
| DE |
Deere & Co
Industrials
|
1,673 | $942,400 | 2.48% |
| WWD |
Woodward, Inc.
Industrials
|
2,286 | $818,205 | 2.15% |
Holdings in JEF
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,869 | 433 | Shares | Sole | 2026-04-14 | |
| No quarters match your search. | ||||||