Tobias Financial Advisors, Inc. Portfolio Holdings

Tobias Financial Advisors, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $452 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $76.3M, Wisdomtree Floating Rate Treas with a value of $46.4M, Ishares Msci Intl Quality Fact with a value of $31.7M, Invesco Exchange Traded Fd Tr with a value of $31.3M, and Ishares Barclays with a value of $31.1M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $431M to 452M.

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.