Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $635 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on May 13, 2020
7
$31.29 - $82.78 $219 - $579
AFK
Vaneck ETF Tr Africa Index ETF
Q1 2020 Filed on May 13, 2020
15
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
152
$45.99 - $100.23 $6.99K - $15.2K
UHS
Universal Health Services Inc

Healthcare
Q1 2020 Filed on May 13, 2020
228
$67.69 - $147.78 $15.4K - $33.7K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q1 2020 Filed on May 13, 2020
9
$10.49 - $37.35 $94.4 - $336
WPC
W. P. Carey Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
1,527
$43.86 - $88.27 $67K - $135K
CB
Chubb LTD

Financial Services
Q1 2020 Filed on May 13, 2020
41
$94.2 - $165.33 $3.86K - $6.78K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
64
$21.59 - $62.57 $1.38K - $4K
Wyndham Destinations Inc
Q1 2020 Filed on May 13, 2020
69
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 13, 2020
80
$29.04 - $46.68 $2.32K - $3.73K
Wisdom Tree Bloomberg Floating Rate Treasury
Q1 2020 Filed on May 13, 2020
305
N/A
Whiting Petroleum Corp
Q1 2020 Filed on May 13, 2020
2
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2020 Filed on May 13, 2020
100
$23.74 - $33.3 $2.37K - $3.33K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$7.47 - $23.94 $747 - $2.39K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on May 13, 2020
5
$40.75 - $81.0 $204 - $405
UHT
Universal Health Realty Income Trust

Real Estate
Q1 2020 Filed on May 13, 2020
668
$56.62 - $130.37 $37.8K - $87.1K
SLF
Sun Life Financial Inc

Financial Services
Q1 2020 Filed on May 13, 2020
200
$24.42 - $50.13 $4.88K - $10K
SPH
Suburban Propane Partners LP

Utilities
Q1 2020 Filed on May 13, 2020
86
$10.45 - $22.82 $899 - $1.96K
STE
Steris PLC

Healthcare
Q1 2020 Filed on May 13, 2020
250
$107.76 - $168.51 $26.9K - $42.1K
WM
Waste Management Inc

Industrials
Q1 2020 Filed on May 13, 2020
188
$87.87 - $126.22 $16.5K - $23.7K
SQ
Block, Inc.

Technology
Q1 2020 Filed on May 13, 2020
100
$38.09 - $85.7 $3.81K - $8.57K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2020 Filed on May 13, 2020
590
$28.13 - $58.41 $16.6K - $34.5K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2020 Filed on May 13, 2020
248
$59.35 - $90.15 $14.7K - $22.4K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on May 13, 2020
43
$63.48 - $119.15 $2.73K - $5.12K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on May 13, 2020
5
$29.7 - $55.41 $149 - $277
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on May 13, 2020
1,200
$10.45 - $34.48 $12.5K - $41.4K
TRGP
Targa Resources Corp.

Energy
Q1 2020 Filed on May 13, 2020
527
$4.73 - $41.97 $2.49K - $22.1K
United Technologies Corp
Q1 2020 Filed on May 13, 2020
38
N/A
TWTR
Twitter, Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
87
$22.0 - $39.05 $1.91K - $3.4K
TWLO
Twilio Inc

Communication Services
Q1 2020 Filed on May 13, 2020
50
$71.7 - $131.9 $3.59K - $6.6K
TMQ
Trilogy Metals Inc.

Basic Materials
Q1 2020 Filed on May 13, 2020
50
$1.08 - $2.61 $54 - $131
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$36.76 - $63.99 $3.68K - $6.4K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2020 Filed on May 13, 2020
218
$6.69 - $13.45 $1.46K - $2.93K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
50
$82.96 - $167.44 $4.15K - $8.37K
TEL
Te Connectivity Ltd.

Technology
Q1 2020 Filed on May 13, 2020
1
$53.08 - $100.37 $53.1 - $100
TGT
Target Corp

Consumer Defensive
Q1 2020 Filed on May 13, 2020
40
$91.04 - $126.07 $3.64K - $5.04K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on May 13, 2020
6
$35.95 - $59.38 $216 - $356
OCX
Oncocyte Corp

Healthcare
Q1 2020 Filed on May 13, 2020
125
$1.76 - $3.02 $220 - $378
FTV
Fortive Corp

Technology
Q1 2020 Filed on May 13, 2020
100
$35.15 - $66.44 $3.52K - $6.64K
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on May 13, 2020
85
$22.0 - $53.75 $1.87K - $4.57K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$270.75 - $373.16 $27.1K - $37.3K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 13, 2020
300
$59.39 - $89.8 $17.8K - $26.9K
DG
Dollar General Corp

Consumer Defensive
Q1 2020 Filed on May 13, 2020
10
$136.1 - $166.88 $1.36K - $1.67K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
113
$107.9 - $143.34 $12.2K - $16.2K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
212
$21.35 - $62.03 $4.53K - $13.2K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on May 13, 2020
200
$121.39 - $169.05 $24.3K - $33.8K
CRON
Cronos Group Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
50
$4.52 - $8.55 $226 - $428
Cooper Tire & Rubber CO
Q1 2020 Filed on May 13, 2020
0
N/A
COP
Conocophillips

Energy
Q1 2020 Filed on May 13, 2020
100
$22.67 - $66.48 $2.27K - $6.65K
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