Tobias Financial Advisors, Inc. Portfolio Holdings

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024

Tobias Financial Advisors, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $486 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $82.9M, Wisdomtree Floating Rate Treas with a value of $48.8M, Ishares Barclays with a value of $34.7M, Ishares Msci Intl Quality Fact with a value of $34.3M, and Invesco Exchange Traded Fd Tr with a value of $32.1M.

Examining the 13F form we can see an increase of $34M in the current position value, from $452M to 486M.

Tobias Financial Advisors, Inc. is based out at Plantation, FL

Below you can find more details about Tobias Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $486 Million
ETFs: $466 Million
Technology: $8.14 Million
Consumer Cyclical: $2.78 Million
Communication Services: $2.14 Million
Healthcare: $1.7 Million
Financial Services: $1.68 Million
Real Estate: $1.11 Million
Consumer Defensive: $686,000
Other: $1.05 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.3B
$618,000 0.13% of portfolio
3,660
Q3 2024 Added 2.72%
$15.7B
$339,000 0.07% of portfolio
14,601
Q3 2024 Added 0.57%
$96.7B
$345,000 0.07% of portfolio
890
Q3 2024 Reduced 1.22%
$12B
$238,000 0.05% of portfolio
1,200
Q3 2024 New
$66.5B
$238,000 0.05% of portfolio
1,380
Q3 2024 Added 995.24%
$150B
$206,000 0.04% of portfolio
624
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $486 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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