Tobias Financial Advisors, Inc. Sells in Q2 2025

Tobias Financial Advisors, Inc.

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REZ
Ishares Tr Residential And Mul

ETFs
-133K
- 42.59%
$76.14 - $86.35 $10.1M - $11.5M
179K $14.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-39.7K
- 12.01%
$24.21 - $29.47 $961K - $1.17M
291K $8.56M
AAPL
Apple Inc.

Technology
-38
- 0.17%
$172.42 - $223.89 $6.55K - $8.51K
22K $4.51M
IEF
Ishares Barclays

ETFs
-2.81K
- 54.22%
$93.15 - $96.56 $261K - $271K
2.37K $226K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-5.37K
- 7.34%
$70.7 - $82.14 $380K - $441K
67.9K $5.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.61K
- 1.84%
$72.02 - $73.82 $188K - $192K
139K $10.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.2K
- 10.53%
$162.76 - $195.77 $195K - $234K
10.2K $1.98M
JNJ
Johnson & Johnson

Healthcare
-344
- 6.59%
$146.36 - $159.82 $50.3K - $55K
4.88K $745K
MUB
Ishares National Muni Bond ETF

ETFs
-843
- 2.44%
$102.31 - $105.8 $86.2K - $89.2K
33.8K $3.53M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.25K
- 3.39%
$38.81 - $44.28 $48.4K - $55.3K
35.6K $1.51M
AIZ
Assurant, Inc.

Financial Services
-223
- 15.67%
$179.73 - $211.56 $40.1K - $47.2K
1.2K $236K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.01K
- 9.1%
$75.29 - $91.16 $378K - $457K
50.1K $4.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 1.49%
$483.48 - $539.8 $5.32K - $5.94K
725 $352K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.52%
$713.71 - $898.95 $2.14K - $2.7K
574 $447K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.17K
- 9.14%
$72.96 - $90.39 $231K - $286K
31.5K $2.81M
NEE
Nextera Energy Inc

Utilities
-169
- 4.84%
$64.11 - $75.0 $10.8K - $12.7K
3.32K $230K
DGRO
Ishares Core Dividend Growth E

ETFs
-285
- 7.27%
$55.22 - $63.94 $15.7K - $18.2K
3.63K $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-137
- 3.73%
$67.03 - $80.35 $9.18K - $11K
3.54K $282K
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 0.18%
N/A
14.9K $2.72M
KO
Coca Cola CO

Consumer Defensive
-29
- 0.81%
$68.37 - $73.9 $1.98K - $2.14K
3.54K $250K
GLD
Spdr Gold Trust

ETFs
-109
- 5.74%
$273.71 - $316.29 $29.8K - $34.5K
1.79K $545K
Dimensional ETF Trust
-16.2K
- 3.42%
N/A
458K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-459
- 2.27%
$45.11 - $52.34 $20.7K - $24K
19.8K $1.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
-706
- 2.64%
$44.8 - $53.97 $31.6K - $38.1K
26K $1.4M
EEM
Ishares Msci Emerging Markets

ETFs
-6.48K
- 8.61%
$38.52 - $48.28 $250K - $313K
68.8K $3.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.05%
$114.78 - $133.31 $459 - $533
7.31K $975K
GOOG
Alphabet Inc.

Communication Services
-115
- 2.88%
$146.58 - $180.01 $16.9K - $20.7K
3.88K $688K
EFV
Msci Eafe Value ETF

ETFs
-313
- 1.62%
$52.4 - $64.65 $16.4K - $20.2K
19K $1.21M
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.05%
$168.34 - $195.42 $1.35K - $1.56K
15.1K $2.95M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-372
- 1.96%
$72.61 - $88.75 $27K - $33K
18.6K $1.65M
VTV
Vanguard Value ETF

ETFs
-26
- 0.12%
$153.67 - $176.74 $4K - $4.6K
21.3K $3.76M
NFLX
Netflix Inc

Communication Services
-101
- 17.94%
$855.86 - $1339.13 $86.4K - $135K
462 $618K
DWM
Wisdomtree Tr

ETFs
-3.62K
- 5.92%
$52.06 - $63.91 $188K - $231K
57.5K $3.65M
VEA
Vanguard Ftse Developed Market

ETFs
-644
- 2.68%
$45.65 - $57.01 $29.4K - $36.7K
23.4K $1.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-60
- 0.44%
$57.14 - $72.68 $3.43K - $4.36K
13.5K $982K
META
Meta Platforms, Inc.

Communication Services
-89
- 6.84%
$484.66 - $738.09 $43.1K - $65.7K
1.21K $895K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.49K
- 0.71%
$36.25 - $42.28 $54.1K - $63.1K
210K $8.89M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-276
- 1.11%
$108.87 - $133.04 $30K - $36.7K
24.6K $3.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-224
- 1.91%
$167.32 - $223.3 $37.5K - $50K
11.5K $2.52M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-7.18K
- 6.62%
$28.98 - $37.18 $208K - $267K
101K $3.76M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-3.91K
- 2.0%
$26.38 - $32.66 $103K - $128K
192K $6.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.5K
- 2.63%
$82.96 - $110.1 $125K - $165K
55.7K $6.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.28K
- 2.66%
$171.4 - $227.1 $734K - $973K
157K $35.6M
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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