Tobias Financial Advisors, Inc. Purchases in Q2 2025

Tobias Financial Advisors, Inc.

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
261K
New
$51.14 - $57.0 $13.3M - $14.9M
261K $14.8M
VUG
Vanguard Growth ETF

ETFs
484
+ 0.65%
$329.49 - $438.4 $159K - $212K
75.2K $32.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
44.7K
+ 5.2%
$35.9 - $43.76 $1.61M - $1.96M
904K $39.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
181K
+ 5.48%
$24.98 - $25.66 $4.51M - $4.64M
3.48M $89.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
66.2K
+ 13.11%
$50.28 - $50.47 $3.33M - $3.34M
571K $28.7M
DFIV
Dimensional ETF Tr

ETFs
42.5K
+ 11.05%
$34.67 - $43.21 $1.47M - $1.83M
427K $18.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
32K
New
$81.46 - $94.63 $2.61M - $3.03M
32K $3.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.12K
+ 590.21%
$416.06 - $551.64 $2.13M - $2.83M
5.99K $3.3M
SPYG
Spdr Portfolio

ETFs
14.8K
+ 20.64%
$71.83 - $95.32 $1.06M - $1.41M
86.5K $8.25M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17.2K
+ 285.58%
$104.23 - $134.39 $1.79M - $2.31M
23.2K $3.12M
IVV
Ishares Core S&P 500 ETF

ETFs
3.47K
+ 351.77%
$498.8 - $620.9 $1.73M - $2.16M
4.46K $2.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.8K
+ 4.66%
$39.89 - $49.46 $630K - $781K
355K $17.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.51K
+ 0.85%
$23.2 - $29.84 $81.3K - $105K
417K $12.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
+ 0.77%
$320.42 - $424.58 $64.1K - $84.9K
26.1K $11.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.51K
New
$376.48 - $440.65 $1.32M - $1.55M
3.51K $1.55M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.17K
+ 3.1%
$224.16 - $285.86 $262K - $334K
38.9K $11.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
10.7K
New
$97.68 - $121.38 $1.04M - $1.3M
10.7K $1.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
230
+ 0.23%
$152.42 - $182.82 $35.1K - $42K
98.3K $18M
NVDA
Nvidia Corp

Technology
2.82K
+ 22.22%
$94.31 - $157.99 $266K - $446K
15.5K $2.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.96K
+ 40.69%
$166.82 - $194.23 $827K - $963K
17.1K $3.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.4K
+ 42.38%
$34.72 - $42.74 $708K - $871K
68.5K $2.93M
MSFT
Microsoft Corp

Technology
814
+ 17.45%
$354.56 - $497.45 $289K - $405K
5.48K $2.72M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
25K
New
$31.29 - $38.89 $782K - $972K
25K $971K
VDC
Vanguard Consumer Staples ETF

ETFs
3.66K
New
$204.89 - $224.73 $751K - $823K
3.66K $802K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.35K
+ 48.7%
$219.76 - $276.94 $516K - $650K
7.17K $1.99M
COST
Costco Wholesale Corp

Consumer Defensive
736
+ 180.84%
$908.13 - $1056.85 $668K - $778K
1.14K $1.13M
SUB
Ishares Short Term National Mu

ETFs
5.43K
+ 11.81%
$104.77 - $106.34 $569K - $577K
51.4K $5.46M
WMT
Walmart Inc.

Consumer Defensive
4.94K
+ 109.2%
$81.79 - $99.98 $404K - $494K
9.46K $924K
IYW
Ishares Dj Us Tech ETF

ETFs
3.03K
New
$122.57 - $173.27 $372K - $525K
3.03K $525K
IWN
Ishares Russell2000 Val ETF

ETFs
1.76K
+ 9.49%
$131.84 - $157.76 $232K - $278K
20.3K $3.21M
V
Visa Inc.

Financial Services
991
+ 37.57%
$308.27 - $373.31 $305K - $370K
3.63K $1.29M
IEFA
Ishares Tr

ETFs
1.32K
+ 4.93%
$67.83 - $84.09 $89.7K - $111K
28.1K $2.35M
MA
Mastercard Inc

Financial Services
509
+ 112.86%
$479.92 - $590.74 $244K - $301K
960 $539K
AOA
Ishares Tr Core Aggressive All

ETFs
1.7K
+ 10.68%
$69.46 - $83.4 $118K - $142K
17.6K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 43.76%
$210.28 - $289.91 $133K - $183K
2.07K $600K
AVGO
Broadcom Inc.

Technology
189
+ 10.76%
$146.29 - $275.65 $27.6K - $52.1K
1.95K $536K
ETN
Eaton Corp PLC

Industrials
636
New
$246.52 - $356.99 $157K - $227K
636 $227K
VTI
Vanguard Total Stock Market Et

ETFs
580
+ 34.38%
$243.75 - $303.93 $141K - $176K
2.27K $689K
TSLA
Tesla, Inc.

Consumer Cyclical
707
New
$221.86 - $362.89 $157K - $257K
707 $224K
VGSH
Vanguard

ETFs
3.76K
New
$58.32 - $58.95 $219K - $222K
3.76K $220K
VV
Vanguard Large Cap ETF

ETFs
754
New
$228.25 - $285.3 $172K - $215K
754 $215K
DIS
Walt Disney CO

Communication Services
1.67K
New
$81.72 - $124.01 $136K - $207K
1.67K $206K
GS
Goldman Sachs Group Inc

Financial Services
288
New
$462.22 - $707.75 $133K - $204K
288 $203K
VEU
Vanguard Ftse All World Ex Us

ETFs
129
+ 0.5%
$54.19 - $67.22 $6.99K - $8.67K
25.9K $1.74M
ORCL
Oracle Corp

Technology
101
+ 6.09%
$122.82 - $218.63 $12.4K - $22.1K
1.76K $384K
GOOGL
Alphabet Inc.

Communication Services
186
+ 5.7%
$144.7 - $178.6 $26.9K - $33.2K
3.45K $608K
IEMG
Ishares Inc

ETFs
1.53K
+ 4.82%
N/A
33.2K $1.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
82
+ 17.79%
$456.74 - $568.03 $37.5K - $46.6K
543 $308K
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.04%
$70.56 - $87.22 $212 - $262
8.3K $724K
Activity Summary
Buys All Purchases 64 New Holdings 14 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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