Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 09, 2022
206,841
$77.77 - $81.19 $16.1M - $16.8M
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on May 09, 2022
184,926
$80.11 - $90.62 $14.8M - $16.8M
HIW
Highwoods Properties, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
329,044
$41.33 - $47.29 $13.6M - $15.6M
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 09, 2022
736,267
$9.81 - $15.4 $7.22M - $11.3M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q4 2021 Filed on Feb 09, 2022
21,237
$3.65 - $4.02 $77.5K - $85.4K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2021 Filed on Feb 09, 2022
6,550
$61.75 - $67.29 $404K - $441K
R
Ryder System Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
3,056
$75.79 - $91.24 $232K - $279K
Inspiremd Inc
Q2 2021 Filed on Aug 12, 2021
40,000
N/A
Vyne Therapeutics Inc
Q1 2021 Filed on May 07, 2021
14,367
N/A
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
12,696
$7.43 - $7.99 $94.3K - $101K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q4 2020 Filed on Feb 12, 2021
19,975
$10.32 - $10.71 $206K - $214K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q4 2020 Filed on Feb 12, 2021
16,305
$14.67 - $16.12 $239K - $263K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2020 Filed on Nov 05, 2020
41,300
$86.48 - $86.8 $3.57M - $3.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2020 Filed on May 13, 2020
4,360
$39.5 - $59.28 $172K - $258K
SAP
Sap Se

Technology
Q1 2020 Filed on May 13, 2020
200
$94.13 - $139.96 $18.8K - $28K
SAND
Sandstorm Gold LTD

Basic Materials
Q1 2020 Filed on May 13, 2020
2,500
$3.88 - $7.66 $9.7K - $19.2K
CRM
Salesforce, Inc.

Technology
Q1 2020 Filed on May 13, 2020
150
$124.3 - $193.36 $18.6K - $29K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on May 13, 2020
6
$35.95 - $59.38 $216 - $356
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on May 13, 2020
24
$34.6 - $51.17 $830 - $1.23K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on May 13, 2020
3
$13.54 - $24.27 $40.6 - $72.8
SWIR
Sierra Wireless Inc

Technology
Q1 2020 Filed on May 13, 2020
50
$4.67 - $10.3 $234 - $515
SLAB
Silicon Laboratories Inc.

Technology
Q1 2020 Filed on May 13, 2020
45
$68.75 - $121.92 $3.09K - $5.49K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2020 Filed on May 13, 2020
100
$67.9 - $128.19 $6.79K - $12.8K
Slack Technologies Inc
Q1 2020 Filed on May 13, 2020
376
N/A
SO
Southern CO

Utilities
Q1 2020 Filed on May 13, 2020
723
$43.23 - $70.85 $31.3K - $51.2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2020 Filed on May 13, 2020
14
$26.14 - $39.79 $366 - $557
OGI
Organigram Holdings Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
46
$1.44 - $3.4 $66.2 - $156
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
67
$5.92 - $22.44 $397 - $1.5K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
307
$22.33 - $135.05 $6.86K - $41.5K
PRAA
Pra Group Inc

Financial Services
Q1 2020 Filed on May 13, 2020
200
$23.57 - $39.04 $4.71K - $7.81K
PANW
Palo Alto Networks Inc

Technology
Q1 2020 Filed on May 13, 2020
17
$132.58 - $249.22 $2.25K - $4.24K
Polyone Corp
Q1 2020 Filed on May 13, 2020
100
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
80
$80.64 - $160.81 $6.45K - $12.9K
PLXS
Plexus Corp

Technology
Q1 2020 Filed on May 13, 2020
350
$37.28 - $80.49 $13K - $28.2K
PJT
Pjt Partners Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
5
$25.06 - $53.06 $125 - $265
PSX
Phillips 66

Energy
Q1 2020 Filed on May 13, 2020
37
$42.09 - $112.2 $1.56K - $4.15K
PEB
Pebblebrook Hotel Trust

Real Estate
Q1 2020 Filed on May 13, 2020
215
$6.2 - $26.46 $1.33K - $5.69K
PGZ
Principal Real Estate Income Fund

Financial Services
Q1 2020 Filed on May 13, 2020
6,690
$11.03 - $21.88 $73.8K - $146K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q1 2020 Filed on May 13, 2020
100
$14.68 - $28.35 $1.47K - $2.84K
PGR
Progressive Corp

Financial Services
Q1 2020 Filed on May 13, 2020
75
$66.55 - $83.86 $4.99K - $6.29K
RMR
Rmr Group Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
3
$22.68 - $46.53 $68 - $140
RWLK
Re Walk Robotics Ltd.

Healthcare
Q1 2020 Filed on May 13, 2020
200
$0.43 - $2.48 $86 - $496
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
23
$4.25 - $12.55 $97.8 - $289
RF
Regions Financial Corp

Financial Services
Q1 2020 Filed on May 13, 2020
2,825
$7.36 - $17.09 $20.8K - $48.3K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2020 Filed on May 13, 2020
4,137
$20.65 - $40.16 $85.4K - $166K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on May 13, 2020
188
$41.18 - $79.88 $7.74K - $15K
QCOM
Qualcomm Inc

Technology
Q1 2020 Filed on May 13, 2020
80
$60.91 - $95.91 $4.87K - $7.67K
SJB
Proshares Tr Short High Yield

ETFs
Q1 2020 Filed on May 13, 2020
100
$20.35 - $25.9 $2.04K - $2.59K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
200
$85.26 - $123.91 $17.1K - $24.8K
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