TOBIAS FINANCIAL ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$499M
Signature - Title
Edgar Collado - Chief Compliance Officer
Location
Plantation, FL
Summary
This page shows a list of all the recent 13F filings made by TOBIAS FINANCIAL ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TOBIAS FINANCIAL ADVISORS, INC. reported 108 stock holdings with total value $499M as of Q3 2024. Top holdings included SPAB, USFR, IEF, IQLT, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 108 $499M +$16.5M -$3.27M +$13.2M SPAB, USFR, IEF, IQLT, QQQM 13F-HR 10/30/2024, 04:02 PM
Q2 2024 104 $464M +$40.3M -$22M +$18.3M SPAB, USFR, IQLT, QQQM, IEF 13F-HR 8/13/2024, 12:04 PM
Q1 2024 102 $441M +$16.9M -$3.03M +$13.9M SPAB, IQLT, IEF, QQQM, USFR 13F-HR 5/2/2024, 09:14 PM
Q4 2023 96 $411M +$105M -$104M +$1.32M SPAB, IEF, IQLT, USFR, QQQM 13F-HR 2/14/2024, 10:08 AM
Q3 2023 90 $381M +$45.8M -$22.9M +$22.8M BSV, IQLT, LDUR, QQQM, VUG 13F-HR 11/3/2023, 01:40 PM
Q2 2023 96 $371M +$25.3M -$3.92M +$21.4M BSV, LDUR, VUG, IQLT, SPAB 13F-HR 8/3/2023, 09:02 AM
Q1 2023 86 $341M +$42.1M -$21.6M +$20.5M BSV, LDUR, VUG, IQLT, SPAB 13F-HR 4/24/2023, 10:11 AM
Q4 2022 81 $304M +$29.5M -$23.2M +$6.29M BSV, LDUR, IQLT, VUG, SPAB 13F-HR 2/13/2023, 04:21 PM
Q3 2022 78 $283M +$45.4M -$42.6M +$2.86M BND, LDUR, QQQM, VUG, BSV 13F-HR 11/14/2022, 11:48 AM
Q2 2022 86 $298M +$106M -$64.3M +$41.6M BND, SPAB, QQQM, VUG, DLN 13F-HR 8/12/2022, 02:55 PM
Q1 2022 76 $290M +$276M -$1.26B -$981M SPAB, VUG, VMBS, LDUR, IQLT 13F-HR 5/9/2022, 03:29 PM
Q4 2021 67 $1.27B +$1.26B -$254M +$1B PG, DE, DEO, PEP, WELL 13F-HR 2/9/2022, 01:20 PM
Q3 2021 69 $267M +$20M -$1.18M +$18.8M SPAB, VUG, VMBS, LDUR, IQLT 13F-HR 11/15/2021, 11:14 AM
Q2 2021 66 $253M +$21.2M -$14.6M +$6.6M SPAB, VMBS, VUG, LDUR, IQLT 13F-HR 8/12/2021, 12:47 PM
Q1 2021 68 $236M +$27.6M -$17.7M +$9.93M SPAB, VMBS, VUG, LDUR, IQLT 13F-HR 5/7/2021, 03:07 PM
Q4 2020 67 $219M +$23.9M -$3.02M +$20.9M SPAB, VUG, LDUR, IQLT, XT 13F-HR 2/12/2021, 11:43 AM
Q3 2020 67 $182M +$10.3M -$7.66M +$2.6M SPAB, VUG, QUAL, XT, IQLT 13F-HR 11/5/2020, 03:30 PM
Q2 2020 63 $170M +$38M -$25.7M +$12.3M SPAB, VUG, QUAL, XT, IQLT 13F-HR 11/5/2020, 03:40 PM
Q1 2020 58 $138M +$19.8M -$16.2M +$3.56M SPAB, VUG, QUAL, XT, DLN 13F-HR 5/12/2020, 07:41 PM
Q4 2019 279 $156M $0 $0 SPAB, VUG, DLN, XT, DWM 13F-HR 2/4/2020, 10:44 AM