Tobias Financial Advisors, Inc. Portfolio Holdings

Tobias Financial Advisors, Inc.

  • $483 Million
  • Q4 2024

Tobias Financial Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $483 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $78.3M, Invesco Exchange Traded Fd Tr with a value of $33.7M, Ishares Barclays with a value of $32.8M, Ishares Msci Intl Quality Fact with a value of $30.7M, and Vanguard Growth ETF with a value of $30.7M.

Examining the 13F form we can see an decrease of $2.38M in the current position value, from $486M to 483M.

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 $483 Million
ETFs: $461 Million
Technology: $9.43 Million
Consumer Cyclical: $3.1 Million
Communication Services: $2.57 Million
Financial Services: $2.17 Million
Healthcare: $1.64 Million
Consumer Defensive: $1.21 Million
Real Estate: $1.13 Million
Other: $987,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $483 Million
  • Prior Value $486 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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