Tobias Financial Advisors, Inc. Sells in Q3 2025

Tobias Financial Advisors, Inc.

  • $635 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-565K
- 99.03%
$50.23 - $50.48 $28.4M - $28.5M
5.54K $278K
MUB
Ishares National Muni Bond ETF

ETFs
-29.5K
- 87.33%
$103.24 - $106.68 $3.04M - $3.15M
4.28K $455K
SUB
Ishares Short Term National Mu

ETFs
-4.64K
- 9.04%
$106.17 - $107.3 $493K - $498K
46.7K $4.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-896
- 20.09%
$620.67 - $670.08 $556K - $600K
3.56K $2.38M
KIM
Kimco Realty Corp

Real Estate
-3.3K
- 22.13%
$20.74 - $22.79 $68.3K - $75.1K
11.6K $253K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-302
- 0.6%
$86.07 - $90.74 $26K - $27.4K
49.8K $4.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-957
- 8.43%
$50.47 - $50.74 $48.3K - $48.6K
10.4K $527K
UNH
Unitedhealth Group Inc

Healthcare
-130
- 16.93%
$237.77 - $353.61 $30.9K - $46K
638 $220K
VB
Vanguard Small Cap ETF

ETFs
-103
- 9.02%
$237.58 - $259.17 $24.5K - $26.7K
1.04K $264K
Ishares Bitcoin Trust ETF
-1.43K
- 25.89%
N/A
4.1K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-516
- 3.82%
$72.04 - $77.35 $37.2K - $39.9K
13K $997K
VEA
Vanguard Ftse Developed Market

ETFs
-836
- 3.58%
$56.02 - $60.3 $46.8K - $50.4K
22.5K $1.35M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-572
- 1.61%
$42.43 - $45.05 $24.3K - $25.8K
35K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.01%
$24.46 - $26.5 $24.5 - $26.5
16.9K $444K
DWM
Wisdomtree Tr

ETFs
-1.58K
- 2.75%
$62.79 - $66.96 $99.3K - $106K
55.9K $3.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-487
- 3.23%
$194.44 - $206.51 $94.7K - $101K
14.6K $3.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-490
- 1.56%
$87.29 - $93.61 $42.8K - $45.9K
31K $2.89M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-230
- 1.24%
$87.69 - $96.0 $20.2K - $22.1K
18.3K $1.73M
ORCL
Oracle Corp

Technology
-97
- 5.51%
$218.96 - $328.33 $21.2K - $31.8K
1.66K $467K
SPG
Simon Property Group Inc

Real Estate
-29
- 0.77%
$159.93 - $187.67 $4.64K - $5.44K
3.75K $703K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-471
- 2.28%
$115.87 - $125.42 $54.6K - $59.1K
20.2K $2.53M
VEU
Vanguard Ftse All World Ex Us

ETFs
-14
- 0.05%
$66.38 - $71.68 $929 - $1K
25.9K $1.85M
DFAT
Dimensional ETF Tr U S Target

ETFs
-37
- 0.14%
$53.36 - $59.69 $1.97K - $2.21K
26K $1.51M
VBR
Vanguard Small Cap Value ETF

ETFs
-73
- 0.72%
$195.41 - $212.37 $14.3K - $15.5K
10.1K $2.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-252
- 1.8%
$98.99 - $112.2 $24.9K - $28.3K
13.8K $1.52M
VBK
Vanguard Small Cap Growth ETF

ETFs
-10
- 0.14%
$276.51 - $305.12 $2.77K - $3.05K
7.16K $2.13M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-346
- 1.41%
$131.47 - $143.64 $45.5K - $49.7K
24.2K $3.43M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.07K
- 1.56%
$42.67 - $46.91 $45.6K - $50.1K
67.4K $3.15M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-995
- 1.47%
$82.42 - $87.03 $82K - $86.6K
66.9K $5.82M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.23K
- 1.22%
$36.93 - $40.55 $45.4K - $49.9K
99.9K $4.02M
EEM
Ishares Msci Emerging Markets

ETFs
-943
- 1.37%
$48.07 - $53.4 $45.3K - $50.4K
67.9K $3.63M
IWN
Ishares Russell2000 Val ETF

ETFs
-200
- 0.98%
$157.1 - $178.94 $31.4K - $35.8K
20.1K $3.56M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-796
- 0.42%
$32.11 - $34.92 $25.6K - $27.8K
191K $6.67M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-158
- 0.08%
$41.91 - $44.87 $6.62K - $7.09K
210K $9.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
-554
- 1.0%
$108.97 - $121.65 $60.4K - $67.4K
55.1K $6.65M
SPYG
Spdr Portfolio

ETFs
-2.13K
- 2.46%
$94.33 - $105.31 $201K - $224K
84.4K $8.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-163
- 0.63%
$420.11 - $472.68 $68.5K - $77K
25.9K $12.1M
VUG
Vanguard Growth ETF

ETFs
-766
- 1.02%
$433.97 - $484.08 $332K - $371K
74.4K $35.7M
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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