Tobias Financial Advisors, Inc. Purchases in Q3 2025

Tobias Financial Advisors, Inc.

  • $635 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RLY
Ssga Active ETF Tr

ETFs
963K
New
$29.22 - $30.91 $28.1M - $29.8M
963K $29.7M
IEMG
Ishares Inc

ETFs
338K
+ 1017.24%
N/A
371K $19.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
213K
+ 6.12%
$25.21 - $25.99 $5.37M - $5.53M
3.69M $95.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 1.03%
$225.11 - $247.9 $365K - $402K
158K $39.2M
DFIV
Dimensional ETF Tr

ETFs
44.1K
+ 10.34%
$42.66 - $46.53 $1.88M - $2.05M
471K $21.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
49.8K
+ 5.51%
$41.43 - $44.2 $2.06M - $2.2M
953K $42.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
73.2K
+ 25.17%
$29.2 - $32.74 $2.14M - $2.4M
364K $11.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.4K
+ 6.3%
$49.43 - $54.52 $1.11M - $1.22M
377K $20.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.96K
+ 10.2%
$284.45 - $324.95 $1.13M - $1.29M
42.8K $13.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
40.1K
+ 9.61%
$29.65 - $31.77 $1.19M - $1.27M
457K $14.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
18.5K
+ 3.93%
$78.11 - $79.07 $1.44M - $1.46M
488K $38.5M
AAPL
Apple Inc.

Technology
1.13K
+ 5.14%
$202.38 - $256.87 $229K - $290K
23.1K $5.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
951
+ 15.87%
$546.99 - $602.2 $520K - $573K
6.94K $4.17M
NVDA
Nvidia Corp

Technology
1.79K
+ 11.55%
$153.3 - $186.58 $275K - $335K
17.3K $3.23M
REZ
Ishares Tr Residential And Mul

ETFs
1.73K
+ 0.96%
$81.06 - $85.23 $140K - $147K
181K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.03K
+ 110.59%
$357.4 - $423.42 $370K - $438K
1.97K $797K
MSFT
Microsoft Corp

Technology
601
+ 10.97%
$491.09 - $535.64 $295K - $322K
6.08K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
417
+ 15.73%
$617.65 - $666.84 $258K - $278K
3.07K $2.04M
ABBV
Abb Vie Inc.

Healthcare
1.63K
New
$184.85 - $231.54 $301K - $377K
1.63K $377K
AVGO
Broadcom Inc.

Technology
795
+ 40.85%
$264.74 - $369.57 $210K - $294K
2.74K $904K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.75K
+ 1.82%
$55.61 - $57.37 $264K - $273K
266K $15.2M
GOOG
Alphabet Inc.

Communication Services
208
+ 5.36%
$175.16 - $255.24 $36.4K - $53.1K
4.09K $996K
CVX
Chevron Corp

Energy
1.9K
New
$145.57 - $161.83 $276K - $307K
1.9K $294K
VZ
Verizon Communications Inc

Communication Services
6.41K
New
$40.84 - $45.06 $262K - $289K
6.41K $281K
GOOGL
Alphabet Inc.

Communication Services
204
+ 5.91%
$174.36 - $254.72 $35.6K - $52K
3.66K $888K
AOA
Ishares Tr Core Aggressive All

ETFs
2.14K
+ 12.14%
$82.71 - $88.14 $177K - $189K
19.8K $1.74M
IBM
International Business Machines Corp

Technology
945
New
$234.77 - $292.47 $222K - $276K
945 $266K
VTV
Vanguard Value ETF

ETFs
141
+ 0.66%
$175.51 - $186.57 $24.7K - $26.3K
21.4K $4M
IWM
Ishares Russell 2000 ETF

ETFs
954
New
$214.92 - $244.84 $205K - $234K
954 $230K
JNJ
Johnson & Johnson

Healthcare
377
+ 7.73%
$155.17 - $185.42 $58.5K - $69.9K
5.26K $974K
RTX
Raytheon Technologies Corp

Industrials
1.34K
New
$144.19 - $167.33 $194K - $225K
1.34K $224K
NOC
Northrop Grumman Corp

Industrials
362
New
$498.9 - $609.32 $181K - $221K
362 $220K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$108.46 - $120.63 $198K - $221K
1.83K $217K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.51K
+ 1.08%
$72.57 - $74.72 $109K - $113K
141K $10.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
248
+ 1.45%
$192.76 - $203.86 $47.8K - $50.6K
17.4K $3.54M
ITB
Ishares Tr

ETFs
1.98K
New
$94.18 - $117.14 $186K - $231K
1.98K $211K
BAC
Bank Of America Corp

Financial Services
4.09K
New
$44.92 - $52.42 $184K - $214K
4.09K $211K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.26K
New
$60.99 - $64.39 $199K - $210K
3.26K $209K
VOT
Vanguard Mid Cap Growth Index

ETFs
705
New
$282.75 - $294.19 $199K - $207K
705 $207K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
54
+ 0.23%
$133.48 - $144.38 $7.21K - $7.8K
23.3K $3.32M
TSLA
Tesla, Inc.

Consumer Cyclical
155
+ 21.92%
$293.94 - $444.72 $45.6K - $68.9K
862 $383K
JPM
Jpmorgan Chase & CO

Financial Services
324
+ 15.63%
$282.78 - $316.06 $91.6K - $102K
2.4K $756K
AMZN
Amazon Com Inc

Consumer Cyclical
696
+ 6.05%
$211.65 - $238.24 $147K - $166K
12.2K $2.68M
IEFA
Ishares Tr

ETFs
387
+ 1.38%
$81.7 - $87.53 $31.6K - $33.9K
28.5K $2.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.46K
+ 7.39%
$52.12 - $55.33 $76.3K - $80.9K
21.2K $1.18M
META
Meta Platforms, Inc.

Communication Services
171
+ 14.1%
$695.21 - $791.73 $119K - $135K
1.38K $1.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
398
+ 5.44%
$132.9 - $142.03 $52.9K - $56.5K
7.71K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
987
+ 33.53%
$92.26 - $97.51 $91.1K - $96.2K
3.93K $379K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
60
+ 1.71%
$435.72 - $463.74 $26.1K - $27.8K
3.57K $1.66M
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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