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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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