Tobias Financial Advisors, Inc. Reduced Holdings in Q3 2024

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2.49K
- 17.46%
$98.91 - $134.91 $246K - $336K
11.8K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-574
- 4.93%
$161.02 - $200.0 $92.4K - $115K
11.1K $2.06M
MUB
Ishares National Muni Bond ETF

ETFs
-2.08K
- 5.99%
$106.13 - $108.7 $220K - $226K
32.6K $3.54M
GOOG
Alphabet Inc.

Communication Services
-70
- 1.94%
$149.54 - $192.66 $10.5K - $13.5K
3.53K $589K
GOOGL
Alphabet Inc.

Communication Services
-57
- 1.86%
$148.65 - $191.18 $8.47K - $10.9K
3K $498K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-627
- 5.0%
$50.25 - $50.74 $31.5K - $31.8K
11.9K $603K
VIG
Vanguard Dividend Appreciation

ETFs
-65
- 0.42%
$182.15 - $182.15 $11.8K - $11.8K
15.5K $2.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-178
- 2.6%
$76.38 - $78.87 $13.6K - $14K
6.66K $523K
Dimensional ETF Trust
-273
- 0.07%
N/A
401K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.09K
- 3.35%
$84.77 - $97.13 $178K - $203K
60.4K $5.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.7%
$475.2 - $527.7 $1.43K - $1.58K
428 $225K
NFLX
Netflix Inc

Communication Services
-12
- 2.12%
$598.55 - $722.26 $7.18K - $8.67K
555 $393K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-163
- 4.08%
$77.23 - $87.97 $12.6K - $14.3K
3.84K $332K
ORCL
Oracle Corp

Technology
-139
- 8.61%
$125.9 - $170.35 $17.5K - $23.7K
1.48K $251K
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 18.06%
$191.76 - $263.26 $57.5K - $79K
1.36K $356K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.08K
- 6.62%
$181.06 - $197.17 $195K - $212K
15.2K $2.99M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-47
- 0.89%
$112.99 - $126.45 $5.31K - $5.94K
5.25K $660K
EEM
Ishares Msci Emerging Markets

ETFs
-4.88K
- 6.0%
$40.42 - $46.7 $197K - $228K
76.4K $3.5M
EFV
Msci Eafe Value ETF

ETFs
-721
- 3.65%
$51.72 - $57.96 $37.3K - $41.8K
19K $1.1M
TT
Trane Technologies PLC

Industrials
-11
- 1.22%
$314.21 - $388.71 $3.46K - $4.28K
890 $345K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.88%
$333.64 - $405.2 $2.67K - $3.24K
901 $365K
WMT
Walmart Inc.

Consumer Defensive
-87
- 1.87%
$66.91 - $81.4 $5.82K - $7.08K
4.57K $368K
VEA
Vanguard Ftse Developed Market

ETFs
-352
- 1.43%
$47.6 - $53.31 $16.8K - $18.8K
24.2K $1.28M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-205
- 0.98%
$86.85 - $98.91 $17.8K - $20.3K
20.6K $2.04M
META
Meta Platforms, Inc.

Communication Services
-11
- 0.95%
$453.41 - $572.44 $4.99K - $6.3K
1.15K $658K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-277
- 1.31%
$48.51 - $52.86 $13.4K - $14.6K
20.9K $1.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-146
- 1.05%
$60.13 - $68.17 $8.78K - $9.95K
13.7K $929K
SPYG
Spdr Portfolio

ETFs
-1.01K
- 1.59%
$73.38 - $84.1 $74.1K - $84.9K
62.7K $5.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-63
- 0.23%
$51.0 - $57.07 $3.21K - $3.6K
27.4K $1.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-471
- 1.73%
$332.02 - $382.76 $156K - $180K
26.8K $10.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-59
- 0.3%
$85.03 - $94.56 $5.02K - $5.58K
19.4K $1.81M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.21K
- 2.32%
$36.02 - $41.68 $43.4K - $50.3K
50.8K $2.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-71
- 0.64%
$173.36 - $189.8 $12.3K - $13.5K
11K $2.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.18K
- 2.72%
$39.95 - $45.86 $47K - $54K
42.2K $1.92M
DWM
Wisdomtree Tr

ETFs
-627
- 0.96%
$52.24 - $58.1 $32.8K - $36.4K
64.4K $3.71M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.13K
- 1.0%
$30.27 - $34.42 $34.2K - $38.9K
112K $3.81M
IWN
Ishares Russell2000 Val ETF

ETFs
-238
- 1.26%
$150.05 - $171.34 $35.7K - $40.8K
18.6K $3.1M
AAPL
Apple Inc.

Technology
-874
- 4.14%
$207.23 - $234.82 $181K - $205K
20.2K $4.71M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.92K
- 2.3%
$71.86 - $78.56 $138K - $151K
81.6K $6.41M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-554
- 0.92%
$80.13 - $88.89 $44.4K - $49.2K
59.9K $5.29M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-168
- 0.09%
$27.15 - $30.78 $4.56K - $5.17K
196K $5.97M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-567
- 0.26%
$38.51 - $41.69 $21.8K - $23.6K
218K $9.08M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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