Tobias Financial Advisors, Inc. Portfolio Holdings

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025

Tobias Financial Advisors, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $499 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $84.3M, Vanguard Bd Index Fd Inc Short with a value of $34.8M, Ishares Msci Intl Quality Fact with a value of $34.1M, Invesco Exchange Traded Fd Tr with a value of $31.1M, and Vanguard Growth ETF with a value of $27.7M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $483M to 499M.

Tobias Financial Advisors, Inc. is based out at Plantation, FL

Below you can find more details about Tobias Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $499 Million
ETFs: $478 Million
Technology: $8.55 Million
Financial Services: $2.66 Million
Consumer Cyclical: $2.56 Million
Communication Services: $2.4 Million
Healthcare: $1.96 Million
Consumer Defensive: $1.24 Million
Real Estate: $1.04 Million
Other: $1.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.3 Million 16.87% of portfolio
3,299,115
Q1 2025 Added 5.29%
$0
$34.8 Million 6.96% of portfolio
444,052
Q1 2025 Added 6,519.74%
$0
$34.1 Million 6.83% of portfolio
859,000
Q1 2025 Added 3.72%
$0
$31.1 Million 6.23% of portfolio
161,094
Q1 2025 Added 0.47%
$0
$27.7 Million 5.54% of portfolio
74,673
Q1 2025 Reduced 0.09%
$0
$27 Million 5.41% of portfolio
312,427
Q1 2025 Added 6.22%
$0
$25.4 Million 5.09% of portfolio
504,729
Q1 2025 Added 2.35%
$0
$16.8 Million 3.36% of portfolio
98,106
Q1 2025 Reduced 1.14%
$0
$15.3 Million 3.07% of portfolio
338,794
Q1 2025 Added 4.32%
$0
$15.1 Million 3.03% of portfolio
384,135
Q1 2025 Added 12.69%
$0
$10.7 Million 2.14% of portfolio
413,753
Q1 2025 Added 20.61%
$0
$10.4 Million 2.09% of portfolio
141,804
Q1 2025 Added 0.15%
$0
$9.63 Million 1.93% of portfolio
37,684
Q1 2025 Reduced 0.22%
$0
$9.34 Million 1.87% of portfolio
25,873
Q1 2025 Reduced 2.76%
$0
$9.3 Million 1.86% of portfolio
330,468
Q1 2025 Added 11.68%
$0
$8.72 Million 1.75% of portfolio
211,648
Q1 2025 Reduced 1.71%
$0
$5.81 Million 1.16% of portfolio
73,245
Q1 2025 Reduced 5.13%
$0
$5.73 Million 1.15% of portfolio
57,927
Q1 2025 Added 0.71%
$0
$5.77 Million 1.15% of portfolio
71,732
Q1 2025 Added 16.13%
$0
$5.31 Million 1.06% of portfolio
57,169
Q1 2025 Reduced 2.94%
$3.24T
$4.9 Million 0.98% of portfolio
22,037
Q1 2025 Added 3.05%
$0
$4.85 Million 0.97% of portfolio
45,946
Q1 2025 Added 30.57%
$0
$4.57 Million 0.91% of portfolio
55,075
Q1 2025 Reduced 5.35%
$0
$3.68 Million 0.74% of portfolio
21,311
Q1 2025 Reduced 0.1%
$0
$3.65 Million 0.73% of portfolio
34,611
Q1 2025 Added 15.69%
$0
$3.55 Million 0.71% of portfolio
61,091
Q1 2025 Reduced 2.48%
$0
$3.46 Million 0.69% of portfolio
108,332
Q1 2025 Reduced 1.96%
$0
$3.29 Million 0.66% of portfolio
75,310
Q1 2025 Reduced 1.07%
$0
$3.09 Million 0.62% of portfolio
24,847
Q1 2025 Reduced 1.15%
$0
$2.87 Million 0.58% of portfolio
15,080
Q1 2025 Added 1.83%
$0
$2.83 Million 0.57% of portfolio
34,644
Q1 2025 Reduced 0.19%
$0
$2.81 Million 0.56% of portfolio
18,585
Q1 2025 Reduced 0.2%
$0
$2.72 Million 0.54% of portfolio
14,939
Q1 2025 Reduced 2.15%
$0
$2.29 Million 0.46% of portfolio
12,183
Q1 2025 Added 15.5%
$2.21T
$2.23 Million 0.45% of portfolio
11,726
Q1 2025 Added 3.72%
$0
$2.12 Million 0.42% of portfolio
11,355
Q1 2025 Added 22.06%
$0
$2.03 Million 0.41% of portfolio
26,819
Q1 2025 Added 15.6%
$0
$1.98 Million 0.4% of portfolio
20,624
Q1 2025 Reduced 0.01%
$0
$1.89 Million 0.38% of portfolio
48,083
Q1 2025 Reduced 1.85%
$3.52T
$1.75 Million 0.35% of portfolio
4,664
Q1 2025 Added 7.51%
$0
$1.7 Million 0.34% of portfolio
31,668
Q1 2025 Added 5.46%
$0
$1.63 Million 0.33% of portfolio
36,865
Q1 2025 Reduced 8.56%
$0
$1.56 Million 0.31% of portfolio
25,765
Q1 2025 Added 5.81%
$0
$1.57 Million 0.31% of portfolio
18,943
Q1 2025 Reduced 0.86%
$0
$1.48 Million 0.3% of portfolio
2,651
Q1 2025 New
$355B
$1.38 Million 0.28% of portfolio
12,706
Q1 2025 Added 8.31%
$0
$1.38 Million 0.28% of portfolio
26,730
Q1 2025 Reduced 0.82%
$0
$1.36 Million 0.27% of portfolio
14,001
Q1 2025 Reduced 0.1%
$0
$1.21 Million 0.24% of portfolio
4,821
Q1 2025 Added 75.44%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $499 Million
  • Prior Value $483 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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