Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $483 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BP
Bp PLC

Energy
Q1 2020 Filed on May 13, 2020
115
$16.11 - $39.85 $1.85K - $4.58K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
1,000
$11.84 - $14.93 $11.8K - $14.9K
BAC
Bank Of America Corp

Financial Services
Q1 2020 Filed on May 13, 2020
650
$18.08 - $35.64 $11.8K - $23.2K
AX
Axos Financial, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
75
$14.59 - $30.45 $1.09K - $2.28K
AN
Autonation, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
667
$22.55 - $48.92 $15K - $32.6K
Aurora Cannabis Inc
Q1 2020 Filed on May 13, 2020
50
N/A
T
At&T Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
3,923
$20.22 - $29.74 $79.3K - $117K
Aqua America Inc
Q1 2020 Filed on May 13, 2020
626
N/A
EGHT
8 X8 Inc

Technology
Q1 2020 Filed on May 13, 2020
41
$11.05 - $21.28 $453 - $872
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2020 Filed on May 13, 2020
100
$64.56 - $138.69 $6.46K - $13.9K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
21
$19.17 - $42.79 $403 - $899
KMI
Kinder Morgan, Inc.

Energy
Q1 2020 Filed on May 13, 2020
85
$9.98 - $22.24 $848 - $1.89K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2020 Filed on May 13, 2020
4,812
$36.19 - $58.24 $174K - $280K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on May 13, 2020
4,732
$37.71 - $57.78 $178K - $273K
JBLU
Jetblue Airways Corp

Industrials
Q1 2020 Filed on May 13, 2020
450
$6.86 - $21.56 $3.09K - $9.7K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
36
$41.18 - $71.71 $1.48K - $2.58K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on May 13, 2020
29
$37.62 - $61.93 $1.09K - $1.8K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2020 Filed on May 13, 2020
184
$99.9 - $169.53 $18.4K - $31.2K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2020 Filed on May 13, 2020
450
$94.39 - $123.48 $42.5K - $55.6K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on May 13, 2020
460
$90.36 - $137.08 $41.6K - $63.1K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2020 Filed on May 13, 2020
350
$38.97 - $64.09 $13.6K - $22.4K
EZA
Ishares Msci South Africa ETF

ETFs
Q1 2020 Filed on May 13, 2020
5
$24.48 - $49.48 $122 - $247
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2020 Filed on May 13, 2020
850
$18.21 - $25.62 $15.5K - $21.8K
TREE
Lending Tree, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
6
$164.25 - $343.18 $986 - $2.06K
LFVN
Lifevantage Corp

Consumer Defensive
Q1 2020 Filed on May 13, 2020
1,000
$7.91 - $16.96 $7.91K - $17K
NSC
Norfolk Southern Corp

Industrials
Q1 2020 Filed on May 13, 2020
100
$118.88 - $214.83 $11.9K - $21.5K
NJR
New Jersey Resources Corp

Utilities
Q1 2020 Filed on May 13, 2020
450
$24.61 - $44.34 $11.1K - $20K
National Oilwell Varco
Q1 2020 Filed on May 13, 2020
102
N/A
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
Q1 2020 Filed on May 13, 2020
25
$19.55 - $27.7 $489 - $693
MS
Morgan Stanley

Financial Services
Q1 2020 Filed on May 13, 2020
293
$27.81 - $57.51 $8.15K - $16.9K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$7.14 - $34.54 $714 - $3.45K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2020 Filed on May 13, 2020
63
$56.92 - $86.39 $3.59K - $5.44K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
10
$36.81 - $129.25 $368 - $1.29K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$63.81 - $151.49 $6.38K - $15.1K
MFC
Manulife Financial Corp

Financial Services
Q1 2020 Filed on May 13, 2020
1,453
$8.9 - $21.14 $12.9K - $30.7K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 13, 2020
50
$27.78 - $65.08 $1.39K - $3.25K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on May 13, 2020
21
$34.9 - $93.86 $733 - $1.97K
Loral Space & Communications Inc
Q1 2020 Filed on May 13, 2020
90
N/A
LMT
Lockheed Martin Corp

Industrials
Q1 2020 Filed on May 13, 2020
279
$276.8 - $439.85 $77.2K - $123K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on May 13, 2020
100
$19.66 - $31.28 $1.97K - $3.13K
GVI
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
1,243
$109.93 - $116.9 $137K - $145K
FXI
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
300
$33.91 - $45.28 $10.2K - $13.6K
Ingersoll Rand PLC
Q1 2020 Filed on May 13, 2020
580
N/A
IIVI
Ii Vi Inc

Technology
Q1 2020 Filed on May 13, 2020
2,377
$21.15 - $37.91 $50.3K - $90.1K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on May 13, 2020
1,000
$7.0 - $14.99 $7K - $15K
HRZN
Horizon Technology Finance Corp

Financial Services
Q1 2020 Filed on May 13, 2020
50
$5.25 - $13.69 $263 - $685
HON
Honeywell International Inc

Industrials
Q1 2020 Filed on May 13, 2020
129
$103.86 - $183.23 $13.4K - $23.6K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
2,942
$10.23 - $24.56 $30.1K - $72.3K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
31
$44.73 - $105.78 $1.39K - $3.28K
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