Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United Technologies Corp
Q1 2020 Filed on May 13, 2020
38
N/A
VET
Vermilion Energy Inc.

Energy
Q1 2020 Filed on May 13, 2020
100
$1.72 - $16.86 $172 - $1.69K
VRTV
Veritiv Corp

Industrials
Q1 2020 Filed on May 13, 2020
1
$5.75 - $19.29 $5.75 - $19.3
MGV
Vanguard Mega Cap Value

ETFs
Q1 2020 Filed on May 13, 2020
456
$56.94 - $88.16 $26K - $40.2K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2020 Filed on May 13, 2020
9
$91.55 - $114.49 $824 - $1.03K
VV
Vanguard Large Cap ETF

ETFs
Q1 2020 Filed on May 13, 2020
290
$102.61 - $156.13 $29.8K - $45.3K
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on May 13, 2020
95
$42.8 - $77.51 $4.07K - $7.36K
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
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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on May 13, 2020
5
$40.75 - $81.0 $204 - $405
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
263
$22.77 - $38.0 $5.99K - $9.99K
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
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
WM
Waste Management Inc

Industrials
Q1 2020 Filed on May 13, 2020
188
$87.87 - $126.22 $16.5K - $23.7K
UHS
Universal Health Services Inc

Healthcare
Q1 2020 Filed on May 13, 2020
228
$67.69 - $147.78 $15.4K - $33.7K
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
SYK
Stryker Corp

Healthcare
Q1 2020 Filed on May 13, 2020
14
$126.5 - $225.1 $1.77K - $3.15K
STE
Steris PLC

Healthcare
Q1 2020 Filed on May 13, 2020
250
$107.76 - $168.51 $26.9K - $42.1K
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
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2020 Filed on May 13, 2020
68
$222.95 - $338.34 $15.2K - $23K
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
TGT
Target Corp

Consumer Defensive
Q1 2020 Filed on May 13, 2020
40
$91.04 - $126.07 $3.64K - $5.04K
United Guardian Inc
Q1 2020 Filed on May 13, 2020
84
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
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on May 13, 2020
102
$25.69 - $56.67 $2.62K - $5.78K
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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on May 13, 2020
5
$29.7 - $55.41 $149 - $277
OPNT
Opiant Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
2,724
$9.11 - $14.42 $24.8K - $39.3K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
250
$34.83 - $72.99 $8.71K - $18.2K
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
Track This Portfolio

Track Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email