Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Aug 12, 2022
1,120
$207.48 - $259.6 $232K - $291K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
435,757
$46.23 - $49.83 $20.1M - $21.7M
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2022 Filed on Aug 12, 2022
4,038
$21.86 - $61.55 $88.3K - $249K
Therapeuticsmd Inc
Q2 2022 Filed on Aug 12, 2022
16,000
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
548,346
$59.12 - $68.36 $32.4M - $37.5M
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
558,383
$57.88 - $62.85 $32.3M - $35.1M
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on May 09, 2022
16,753
$53.18 - $63.16 $891K - $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 09, 2022
12,355
$99.96 - $115.1 $1.24M - $1.42M
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
297,130
$143.22 - $164.21 $42.6M - $48.8M
DE
Deere & CO

Industrials
Q1 2022 Filed on May 09, 2022
138,500
$337.52 - $436.45 $46.7M - $60.4M
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 09, 2022
210,778
$175.64 - $222.11 $37M - $46.8M
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
96,013
$52.13 - $60.52 $5.01M - $5.81M
CME
Cme Group Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
184,743
$220.13 - $250.76 $40.7M - $46.3M
NTR
Nutrien Ltd.

Basic Materials
Q1 2022 Filed on May 09, 2022
480,387
$68.58 - $108.43 $32.9M - $52.1M
WELL
Welltower Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
520,205
$79.67 - $98.31 $41.4M - $51.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
45,473
$31.42 - $36.91 $1.43M - $1.68M
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
217,770
$79.29 - $116.68 $17.3M - $25.4M
INTC
Intel Corp

Technology
Q1 2022 Filed on May 09, 2022
409,220
$44.4 - $55.91 $18.2M - $22.9M
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 09, 2022
659,572
$52.65 - $63.25 $34.7M - $41.7M
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on May 09, 2022
547,302
$50.8 - $55.11 $27.8M - $30.2M
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
77,296
$222.0 - $269.69 $17.2M - $20.8M
MRK
Merck & Co., Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
407,484
$73.51 - $82.4 $30M - $33.6M
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 09, 2022
190,289
$129.03 - $157.89 $24.6M - $30M
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 09, 2022
679,366
$45.75 - $56.69 $31.1M - $38.5M
PEP
Pepsico Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
263,440
$153.73 - $175.64 $40.5M - $46.3M
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 09, 2022
618,400
$49.63 - $63.66 $30.7M - $39.4M
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 09, 2022
622,493
$43.71 - $54.29 $27.2M - $33.8M
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
787,839
$34.29 - $40.4 $27M - $31.8M
HSY
Hershey CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
68,969
$193.21 - $216.65 $13.3M - $14.9M
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
6,502
$233.59 - $339.12 $1.52M - $2.2M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
210,340
$36.75 - $54.06 $7.73M - $11.4M
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
161,888
$35.02 - $49.88 $5.67M - $8.07M
GLW
Corning Inc

Technology
Q1 2022 Filed on May 09, 2022
216,435
$35.06 - $42.95 $7.59M - $9.3M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2022 Filed on May 09, 2022
29,093
$44.79 - $51.16 $1.3M - $1.49M
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on May 09, 2022
12,442
$114.02 - $139.04 $1.42M - $1.73M
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
434,557
$17.98 - $24.65 $7.81M - $10.7M
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 09, 2022
354,935
$30.45 - $39.36 $10.8M - $14M
SNY
Sanofi

Healthcare
Q1 2022 Filed on May 09, 2022
157,295
$48.48 - $53.65 $7.63M - $8.44M
CPT
Camden Property Trust

Real Estate
Q1 2022 Filed on May 09, 2022
53,618
$150.51 - $176.45 $8.07M - $9.46M
CUZ
Cousins Properties Inc

Real Estate
Q1 2022 Filed on May 09, 2022
361,247
$37.49 - $42.15 $13.5M - $15.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2022 Filed on May 09, 2022
4
$454300.0 - $539180.0 $1.82M - $2.16M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q1 2022 Filed on May 09, 2022
984,800
$25.0 - $25.95 $24.6M - $25.6M
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 09, 2022
296,291
$75.69 - $95.53 $22.4M - $28.3M
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
368,664
$59.85 - $67.53 $22.1M - $24.9M
CNA
Cna Financial Corp

Financial Services
Q1 2022 Filed on May 09, 2022
485,043
$43.53 - $49.22 $21.1M - $23.9M
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q1 2022 Filed on May 09, 2022
815,652
$25.22 - $25.66 $20.6M - $20.9M
MMM
3 M CO

Industrials
Q1 2022 Filed on May 09, 2022
180,288
$140.96 - $181.02 $25.4M - $32.6M
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2022 Filed on May 09, 2022
785,874
N/A
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q1 2022 Filed on May 09, 2022
722,345
$25.16 - $26.41 $18.2M - $19.1M
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