Tobias Financial Advisors, Inc. Incresed Positions in Q1 2025

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
437K
+ 6519.74%
$76.94 - $78.28 $33.6M - $34.2M
444K $34.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
166K
+ 5.29%
$24.73 - $25.62 $4.1M - $4.25M
3.3M $84.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
30.8K
+ 3.72%
$36.91 - $41.03 $1.14M - $1.26M
859K $34.1M
REZ
Ishares Tr Residential And Mul

ETFs
18.3K
+ 6.22%
$78.21 - $88.48 $1.43M - $1.62M
312K $27M
DFIV
Dimensional ETF Tr

ETFs
43.3K
+ 12.69%
$35.33 - $40.77 $1.53M - $1.76M
384K $15.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
70.7K
+ 20.61%
$23.92 - $26.89 $1.69M - $1.9M
414K $10.7M
SUB
Ishares Short Term National Mu

ETFs
10.8K
+ 30.57%
$105.3 - $106.24 $1.13M - $1.14M
45.9K $4.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14K
+ 4.32%
$42.5 - $46.71 $596K - $655K
339K $15.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
11.6K
+ 2.35%
$50.29 - $50.5 $584K - $586K
505K $25.4M
MUB
Ishares National Muni Bond ETF

ETFs
4.69K
+ 15.69%
$104.71 - $107.69 $491K - $505K
34.6K $3.65M
IEFA
Ishares Tr

ETFs
3.62K
+ 15.6%
$69.57 - $78.65 $252K - $285K
26.8K $2.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.64K
+ 15.5%
$182.82 - $196.21 $299K - $321K
12.2K $2.29M
SPYG
Spdr Portfolio

ETFs
9.96K
+ 16.13%
$80.05 - $92.39 $797K - $920K
71.7K $5.77M
VBR
Vanguard Small Cap Value ETF

ETFs
2.05K
+ 22.06%
$183.02 - $207.75 $376K - $426K
11.4K $2.12M
LLY
Eli Lilly & CO

Healthcare
270
+ 87.95%
$725.72 - $929.72 $196K - $251K
577 $476K
BND
Vanguard Bd Index Fd Inc Total

ETFs
213
+ 0.15%
$71.17 - $73.66 $15.2K - $15.7K
142K $10.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
34.6K
+ 11.68%
$27.56 - $32.1 $952K - $1.11M
330K $9.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.42K
+ 5.81%
$56.51 - $62.98 $80K - $89.1K
25.8K $1.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
411
+ 0.71%
$95.85 - $99.25 $39.4K - $40.8K
57.9K $5.73M
JNJ
Johnson & Johnson

Healthcare
282
+ 5.71%
$142.06 - $167.7 $40.1K - $47.3K
5.22K $866K
V
Visa Inc.

Financial Services
154
+ 6.2%
$306.92 - $362.71 $47.3K - $55.9K
2.64K $924K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.99K
+ 41.9%
$21.75 - $24.28 $108K - $121K
16.9K $372K
XOM
Exxon Mobil Corp

Energy
372
+ 9.13%
$105.44 - $118.93 $39.2K - $44.2K
4.45K $528K
IEMG
Ishares Inc

ETFs
1.64K
+ 5.46%
N/A
31.7K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 9.52%
$442.66 - $534.52 $28.3K - $34.2K
736 $391K
IVE
Ishares S&P 500 Value ETF

ETFs
271
+ 1.83%
$185.78 - $198.58 $50.3K - $53.8K
15.1K $2.87M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 9.77%
$461.52 - $548.18 $29.1K - $34.5K
708 $370K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
287
+ 5.01%
$110.75 - $119.78 $31.8K - $34.4K
6.02K $695K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.08%
$60.81 - $72.32 $182 - $217
3.57K $255K
NFLX
Netflix Inc

Communication Services
8
+ 1.44%
$828.4 - $1058.6 $6.63K - $8.47K
563 $525K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 5.17%
$890.62 - $1076.86 $17.8K - $21.5K
407 $384K
MA
Mastercard Inc

Financial Services
17
+ 3.92%
$504.67 - $576.31 $8.58K - $9.8K
451 $247K
BOND
Pimco Active Bond Exchange Tra

ETFs
35
+ 1.26%
$89.27 - $92.9 $3.12K - $3.25K
2.82K $260K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.44%
$60.46 - $64.42 $1.03K - $1.1K
3.92K $242K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.08%
$158.56 - $176.26 $159 - $176
1.23K $208K
Dimensional ETF Trust
39.1K
+ 8.98%
N/A
474K $0
META
Meta Platforms, Inc.

Communication Services
22
+ 1.72%
$576.36 - $736.67 $12.7K - $16.2K
1.3K $750K
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 6.9%
$468.34 - $539.52 $26.2K - $30.2K
868 $407K
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 3.13%
$554.06 - $615.85 $16.6K - $18.5K
987 $554K
SPG
Simon Property Group Inc

Real Estate
36
+ 0.97%
$159.48 - $187.78 $5.74K - $6.76K
3.73K $619K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.33%
$347.25 - $424.87 $1.04K - $1.27K
913 $334K
TT
Trane Technologies PLC

Industrials
4
+ 0.49%
$332.0 - $400.86 $1.33K - $1.6K
816 $274K
KIM
Kimco Realty Corp

Real Estate
100
+ 0.68%
$20.15 - $23.42 $2.01K - $2.34K
14.8K $314K
ORCL
Oracle Corp

Technology
11
+ 0.67%
$139.81 - $186.47 $1.54K - $2.05K
1.66K $231K
GOOGL
Alphabet Inc.

Communication Services
274
+ 9.16%
$154.33 - $206.19 $42.3K - $56.5K
3.27K $505K
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 0.05%
$80.08 - $92.93 $320 - $372
8.3K $669K
MSFT
Microsoft Corp

Technology
326
+ 7.51%
$375.39 - $447.2 $122K - $146K
4.66K $1.75M
AVGO
Broadcom Inc.

Technology
22
+ 1.27%
$167.43 - $244.7 $3.68K - $5.38K
1.76K $294K
GOOG
Alphabet Inc.

Communication Services
32
+ 0.81%
$156.06 - $207.71 $4.99K - $6.65K
4K $624K
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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