Moisand-Fitzgerald-Tamayo

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "INSM",
  "HOOD",
  "FARO",
  "AIR",
  "POOL",
  null,
  "RJF",
  "AES",
  "ARW",
  "BEP",
  "BEPC",
  "SMCI",
  null,
  "MU",
  "KRG",
  "FNDA",
  "ACN",
  "ARCB",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "BABA",
  "MATX",
  "JEF",
  null,
  "ATI",
  "KTB",
  null,
  "ALL",
  "GOOGL",
  null,
  "PXF",
  "VTS",
  null,
  "AXP",
  "AKR",
  "SCHH",
  null,
  "AMG",
  null,
  "TEAM",
  "T",
  null,
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "ABR",
  "FCPT",
  "BLW",
  "FUL",
  "BIDU",
  null,
  "BYD",
  null,
  null,
  null,
  "COF",
  null,
  "CTO",
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "OII",
  "NAVI",
  "PTY",
  "REZI",
  "RKT",
  "RUM",
  "PDI",
  "FSLY",
  null,
  "SKYW",
  "URBN",
  null,
  null,
  "PNR",
  null,
  "SBSI",
  "FCX",
  null,
  "FITB",
  "VIK",
  "OXSQ",
  "GD",
  "IRDM",
  "ALLK",
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FIVE",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "SCCO",
  "FSCO",
  "GIII",
  null,
  "ITW",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LRHC",
  "PARR",
  "IVW",
  "PK",
  "IJH",
  "QUBT",
  null,
  "SPRU",
  null,
  null,
  "IQV",
  "IONS",
  null,
  "NBH",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "AENT",
  "NXP",
  "MMC",
  "MRVL",
  "SILA",
  "MA",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DXPE",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FICO",
  "FHN",
  "GE",
  "HE",
  "GPC",
  "HIG",
  "TEVA",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "ADM",
  "SMR",
  "DLN",
  "HSY",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "VGIT",
  "VHT",
  null,
  "NNN",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MSTR",
  "REGN",
  "FNDX",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "BP",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBS",
  "UBER",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "MNST",
  "MGRM",
  "PUMP",
  "VWO",
  "LKQ",
  null,
  "JBL",
  "VSS",
  "NSA",
  "IWV",
  null,
  "TFIN",
  null,
  "PRF",
  null,
  "USLM",
  null,
  null,
  null,
  "DLY",
  "EME",
  "VIG",
  "RWT",
  "TXT",
  "GT",
  "WY",
  "GNL",
  "IWN",
  null,
  "GL",
  "VIAV",
  null,
  "TSM",
  null,
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GRAL",
  "TT",
  "VRSK",
  "GBX",
  "MUR",
  "RYN",
  "LECO",
  "PVH",
  "LITE",
  "TCBI",
  "SSB",
  "HAL",
  "SF",
  "AFL",
  "AMD",
  "VFC",
  "FI",
  "DRI",
  "WAB",
  "IP",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWR",
  "EFX",
  "VLY",
  "NCLH",
  "GSLC",
  "CAH",
  "BKR",
  null,
  "CLPT",
  "FCF",
  null,
  null,
  "NSP",
  "KOP",
  "IDXX",
  "LSTR",
  "IEX",
  "PEG",
  "DHI",
  "AMZN",
  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  null,
  "HOG",
  null,
  null,
  "HII",
  null,
  "KD",
  "REXR",
  null,
  "UCB",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "VXUS",
  "VOOG",
  "VBK",
  "VTEB",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WU",
  "WFC",
  "WELL",
  "WSM",
  "WING",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  "YUM",
  "XPO",
  "XYL",
  "IUSG",
  "GTM",
  "SOLV",
  null,
  "GRMN",
  "MTB",
  "FLR",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "LW",
  "MSCI",
  "EIX",
  "NSC",
  "KIM",
  "NOK",
  "LUMN",
  "HST",
  "EMBC",
  "SO",
  "STBA",
  "SJM",
  "OTIS",
  "ONL",
  "PSX",
  "ROL",
  "CRM",
  "NOVA",
  "SYY",
  "DIA",
  "ORI",
  null,
  null,
  "LYV",
  null,
  "TNL",
  "IXUS",
  "LYB",
  null,
  null,
  "IUSV",
  "GEV",
  "MELI",
  "MCK",
  "SPYV",
  "GWW",
  "NTAP",
  "UDR",
  "NUE",
  "EG",
  "FDX",
  null,
  null,
  "AUR",
  "AZO",
  "BAC",
  "OZK",
  "BRK-B",
  "BDX",
  null,
  "BJ",
  "BA",
  "BHF",
  "BMY",
  "BWMN",
  "BRX",
  "CADE",
  "CAL",
  "CZR",
  "CG",
  "CPRI",
  "CARR",
  "CCL",
  "CASY",
  "CNC",
  "CNP",
  "CF",
  "CVX",
  "GTLS",
  "CIEN",
  "CHDN",
  "CMG",
  "CSCO",
  "CLOV",
  "C",
  "CLX",
  "KO",
  "CNO",
  "CMA",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CODI",
  "CLB",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DFIN",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 588
Total Value: 722730223
Accession Number: 0001649107-25-000002
Form Type: 13F-HR
CIK: moisand-fitzgerald-tamayo
Manager Name: Moisand-Fitzgerald-Tamayo

Data Enrichment

80% identified

473 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

588 positions • $722.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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ADOBE INC.

ADBE|00724F101

Shares:32

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$722.7M)

37954Y293

Shares:192

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$722.7M)

Salesforce, Inc.

CRM|79466L302

Shares:45

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$722.7M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:70

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$722.7M)

03073E105

Shares:43

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$722.7M)

46432F834

IXUS|46432F834

Shares:171

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$722.7M)

78463X863

Shares:486

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$722.7M)

025072216

Shares:195

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$722.7M)

MERCADOLIBRE INC

MELI|58733R102

Shares:6

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$722.7M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:113

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$722.7M)

464287770

Shares:147

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$722.7M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:275

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$722.7M)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:315

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$722.7M)

FEDEX CORP

FDX|31428X106

Shares:46

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$722.7M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:325

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$722.7M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:745

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$722.7M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:60

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$722.7M)

00162Q452

Shares:206

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$722.7M)

HARLEY-DAVIDSON, INC.

HOG|412822108

Shares:415

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$722.7M)

STRYKER CORP

SYK|863667101

Shares:28

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$722.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADOBE INC.(ADBEcusip00724F101)	32	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$722.7M)	QoQ -13.75% (-$2.0K) YoY -23.99% (-$3.9K)
(cusip37954Y293)✕	192	QoQ 0.00% (+0) YoY NEW(+192)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$722.7M)	QoQ +5.36% (+$624) YoY NEW(+$12.3K)
Salesforce, Inc.(CRMcusip79466L302)	45	QoQ +246.15% (+32) YoY +221.42% (+31)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$722.7M)	QoQ +177.82% (+$7.7K) YoY +186.38% (+$7.9K)
Coinbase Global, Inc.(COINcusip19260Q107)	70	QoQ +100.00% (+35) YoY NEW(+70)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$722.7M)	QoQ +38.72% (+$3.4K) YoY NEW(+$12.1K)
(cusip03073E105)✕	43	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$722.7M)	QoQ +23.76% (+$2.3K) YoY +14.44% (+$1.5K)
(IXUScusip46432F834)	171	QoQ +47.41% (+55) YoY +47.41% (+55)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$722.7M)	QoQ +55.58% (+$4.3K) YoY +51.65% (+$4.1K)
(cusip78463X863)✕	486	QoQ +0.62% (+3) YoY +2.53% (-12)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$722.7M)	QoQ +6.77% (+$754) YoY -3.85% (-$476)
(cusip025072216)✕	195	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$722.7M)	QoQ -0.34% (-$41) YoY +0.58% (+$69)
MERCADOLIBRE INC(MELIcusip58733R102)	6	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$722.7M)	QoQ +14.73% (+$1.5K) YoY +29.03% (+$2.6K)
PULTEGROUP INC/MI/(PHMcusip745867101)	113	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$722.7M)	QoQ -5.59% (-$689) YoY -14.77% (-$2.0K)
(cusip464287770)✕	147	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$722.7M)	QoQ +0.94% (+$108) YoY +18.46% (+$1.8K)
Robinhood Markets, Inc.(HOODcusip770700102)	275	QoQ +37.50% (+75) YoY +37.50% (+75)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$722.7M)	QoQ +53.59% (+$4.0K) YoY +184.30% (+$7.4K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	315	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$722.7M)	QoQ +14.18% (+$1.4K) YoY +27.16% (+$2.4K)
FEDEX CORP(FDXcusip31428X106)	46	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$722.7M)	QoQ -13.35% (-$1.7K) YoY -15.86% (-$2.1K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	325	QoQ +132.14% (+185) YoY NEW(+325)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$722.7M)	QoQ +160.73% (+$6.9K) YoY NEW(+$11.1K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	745	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$722.7M)	QoQ +0.62% (+$67) YoY -2.76% (-$306)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	60	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$722.7M)	QoQ +0.54% (+$58) YoY +20.41% (+$1.8K)
(cusip00162Q452)✕	206	QoQ 0.00% (+0) YoY NEW(+206)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$722.7M)	QoQ +7.85% (+$779) YoY NEW(+$10.7K)
HARLEY-DAVIDSON, INC.(HOGcusip412822108)	415	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$722.7M)	QoQ -16.19% (-$2.0K) YoY -42.27% (-$7.7K)
STRYKER CORP(SYKcusip863667101)	28	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$722.7M)	QoQ +3.38% (+$341) YoY +4.01% (+$402)