Tobias Financial Advisors, Inc. Incresed Positions in Q3 2025

Tobias Financial Advisors, Inc.

  • $635 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
338K
+ 1017.24%
N/A
371K $19.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
213K
+ 6.12%
$25.21 - $25.99 $5.37M - $5.53M
3.69M $95.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 1.03%
$225.11 - $247.9 $365K - $402K
158K $39.2M
DFIV
Dimensional ETF Tr

ETFs
44.1K
+ 10.34%
$42.66 - $46.53 $1.88M - $2.05M
471K $21.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
49.8K
+ 5.51%
$41.43 - $44.2 $2.06M - $2.2M
953K $42.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
73.2K
+ 25.17%
$29.2 - $32.74 $2.14M - $2.4M
364K $11.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.4K
+ 6.3%
$49.43 - $54.52 $1.11M - $1.22M
377K $20.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.96K
+ 10.2%
$284.45 - $324.95 $1.13M - $1.29M
42.8K $13.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
40.1K
+ 9.61%
$29.65 - $31.77 $1.19M - $1.27M
457K $14.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.6K
+ 2.64%
$182.33 - $194.5 $474K - $506K
101K $19.6M
AAPL
Apple Inc.

Technology
1.13K
+ 5.14%
$202.38 - $256.87 $229K - $290K
23.1K $5.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
951
+ 15.87%
$546.99 - $602.2 $520K - $573K
6.94K $4.17M
NVDA
Nvidia Corp

Technology
1.79K
+ 11.55%
$153.3 - $186.58 $275K - $335K
17.3K $3.23M
REZ
Ishares Tr Residential And Mul

ETFs
1.73K
+ 0.96%
$81.06 - $85.23 $140K - $147K
181K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.03K
+ 110.59%
$357.4 - $423.42 $370K - $438K
1.97K $797K
MSFT
Microsoft Corp

Technology
601
+ 10.97%
$491.09 - $535.64 $295K - $322K
6.08K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
417
+ 15.73%
$617.65 - $666.84 $258K - $278K
3.07K $2.04M
AVGO
Broadcom Inc.

Technology
795
+ 40.85%
$264.74 - $369.57 $210K - $294K
2.74K $904K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.75K
+ 1.82%
$55.61 - $57.37 $264K - $273K
266K $15.2M
GOOG
Alphabet Inc.

Communication Services
208
+ 5.36%
$175.16 - $255.24 $36.4K - $53.1K
4.09K $996K
GOOGL
Alphabet Inc.

Communication Services
204
+ 5.91%
$174.36 - $254.72 $35.6K - $52K
3.66K $888K
AOA
Ishares Tr Core Aggressive All

ETFs
2.14K
+ 12.14%
$82.71 - $88.14 $177K - $189K
19.8K $1.74M
VTV
Vanguard Value ETF

ETFs
141
+ 0.66%
$175.51 - $186.57 $24.7K - $26.3K
21.4K $4M
JNJ
Johnson & Johnson

Healthcare
377
+ 7.73%
$155.17 - $185.42 $58.5K - $69.9K
5.26K $974K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.51K
+ 1.08%
$72.57 - $74.72 $109K - $113K
141K $10.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
248
+ 1.45%
$192.76 - $203.86 $47.8K - $50.6K
17.4K $3.54M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
54
+ 0.23%
$133.48 - $144.38 $7.21K - $7.8K
23.3K $3.32M
TSLA
Tesla, Inc.

Consumer Cyclical
155
+ 21.92%
$293.94 - $444.72 $45.6K - $68.9K
862 $383K
JPM
Jpmorgan Chase & CO

Financial Services
324
+ 15.63%
$282.78 - $316.06 $91.6K - $102K
2.4K $756K
AMZN
Amazon Com Inc

Consumer Cyclical
696
+ 6.05%
$211.65 - $238.24 $147K - $166K
12.2K $2.68M
IEFA
Ishares Tr

ETFs
387
+ 1.38%
$81.7 - $87.53 $31.6K - $33.9K
28.5K $2.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.46K
+ 7.39%
$52.12 - $55.33 $76.3K - $80.9K
21.2K $1.18M
META
Meta Platforms, Inc.

Communication Services
171
+ 14.1%
$695.21 - $791.73 $119K - $135K
1.38K $1.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
398
+ 5.44%
$132.9 - $142.03 $52.9K - $56.5K
7.71K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
987
+ 33.53%
$92.26 - $97.51 $91.1K - $96.2K
3.93K $379K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
60
+ 1.71%
$435.72 - $463.74 $26.1K - $27.8K
3.57K $1.66M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
444
+ 0.77%
$97.75 - $100.75 $43.4K - $44.7K
58.4K $5.86M
WMT
Walmart Inc.

Consumer Defensive
471
+ 4.98%
$94.4 - $104.27 $44.5K - $49.1K
9.93K $1.02M
GLD
Spdr Gold Trust

ETFs
18
+ 1.01%
$300.96 - $355.47 $5.42K - $6.4K
1.81K $643K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
358
+ 1.43%
$38.85 - $41.97 $13.9K - $15K
25.3K $1.06M
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 0.05%
$86.92 - $99.32 $348 - $397
8.31K $812K
EFV
Msci Eafe Value ETF

ETFs
29
+ 0.15%
$62.79 - $68.42 $1.82K - $1.98K
19.1K $1.29M
LLY
Eli Lilly & CO

Healthcare
109
+ 18.99%
$625.65 - $812.69 $68.2K - $88.6K
683 $521K
MA
Mastercard Inc

Financial Services
117
+ 12.19%
$550.18 - $598.96 $64.4K - $70.1K
1.08K $612K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.09%
$303.93 - $329.86 $608 - $660
2.27K $744K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 9.21%
$567.77 - $614.76 $28.4K - $30.7K
593 $363K
VOOV
Vanguard S&P 500 Value ETF

ETFs
25
+ 0.57%
$187.97 - $199.47 $4.7K - $4.99K
4.42K $882K
TT
Trane Technologies PLC

Industrials
134
+ 16.42%
$398.96 - $472.54 $53.5K - $63.3K
950 $400K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
61
+ 8.41%
$459.11 - $506.91 $28K - $30.9K
786 $395K
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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