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  Name: Moisand Fitzgerald Tamayo LLC
  City: ORLANDO
  State: FL
  Zip: 32801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $653,720,000
  Total Value Change : $75,586,000
  Securities Held Change : -74
   
All Securities Held : 577
  New Positions : 11
  Closed Positions : 86
  Increased Positions : 43
  Unchanged Positions : 389
  Decreased Positions : 134

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 85 New $0.00 $309,000 2,906 0.05% 309,000 2,906 0.1    N/A
   (BITB)1 Year Chart         BITB Bitwise Bitcoin ETF New $34.04 $158,000 4,074 0.02% 158,000 4,074 0.045    N/A
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 431 New $155.87 $3,000 20 0% 3,000 20 0    N/A
   (STLA)1 Year Chart         STLA Stellantis N.V. 553 New $21.76 $0 8 0% 0 8 0    N/A
   (CROX)1 Year Chart         CROX Crocs Inc 594 New $139.70 $0 3 0% 0 3 0    Textile - Apparel Foo...
   (USLM)1 Year Chart         USLM United States Lime & Minera... 549 New $371.60 $0 1 0% 0 1 0    General Building Mate...
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 576 New $80.52 $0 3 0% 0 3 0    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 562 New $0.00 $0 5 0% 0 5 0    N/A
   (SPYD)1 Year Chart         SPYD Spdr S&p 500 High Dividend Etf 556 New $40.78 $0 8 0% 0 8 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 613 New $35.58 $0 8 0% 0 8 0    N/A

      10 Records Found
  1    
Page 1 of 1
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