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TOBIAS FINANCIAL ADVISORS, INC. Historic Quarter Change: USA Stocks, New

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TOBIAS FINANCIAL ADVISORS, INC. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, TOBIAS FINANCIAL ADVISORS, INC. opened 61 positions, added to 175, reduced 108 and sold out of 29.

  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock WDC; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock KLAC; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802080), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-25); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SNDK
SANDISK CORP		United StatesCOM0208+208$0$472,936+$472,9362026-08-25
Q2 2026WDC
WESTERN DIGITAL CORP		United StatesCOM0683+683$0$436,246+$436,2462026-08-25
Q2 2026KLAC
KLA CORP		United StatesCOM NEW01,200+1,200$0$362,052+$362,0522026-08-25
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0302+302$0$348,596+$348,5962026-08-25
Q2 2026INTC
INTEL CORP		United StatesCOM02,426+2,426$0$338,742+$338,7422026-08-25
Q2 2026CAT
CATERPILLAR INC		United StatesCOM0242+242$0$257,706+$257,7062026-08-25
Q2 2026MRVL
MARVELL TECHNOLOGY INC		United StatesCOM0848+848$0$252,505+$252,5052026-08-25
Q2 2026ETN
EATON CORP PLC		SHS0536+536$0$228,400+$228,4002026-08-25
Q2 2026GE
GE AEROSPACE		United StatesCOM NEW0596+596$0$222,788+$222,7882026-08-25
Q2 2026PNC
PNC FINL SVCS GROUP INC		United StatesCOM0824+824$0$202,885+$202,8852026-08-25
Q1 2026MSI
MOTOROLA SOLUTIONS INC		United StatesCOM NEW01,018+1,018$0$441,781+$441,7812026-05-13
Q1 2026IAU
ISHARES GOLD TR		United StatesISHARES NEW03,172+3,172$0$279,644+$279,6442026-05-13
Q1 2026GEV
GE VERNOVA INC		United StatesCOM0289+289$0$252,270+$252,2702026-05-13
Q1 2026TJX
TJX COS INC NEW		United StatesCOM01,545+1,545$0$246,737+$246,7372026-05-13
Q1 2026AZN
ASTRAZENECA PLC		ORD01,251+1,251$0$246,722+$246,7222026-05-13
Q1 2026VRT
VERTIV HOLDINGS CO		United StatesCOM CL A0850+850$0$212,993+$212,9932026-05-13
Q1 2026SLV
ISHARES SILVER TR		United StatesISHARES03,033+3,033$0$206,669+$206,6692026-05-13
Q1 2026PWR
QUANTA SVCS INC		United StatesCOM0368+368$0$202,039+$202,0392026-05-13
Q4 2025HIG
HARTFORD INSURANCE GROUP INC		United StatesCOM06,832+6,832$0$941,450+$941,4502026-02-13
Q4 2025CSCO
CISCO SYS INC		United StatesCOM04,619+4,619$0$355,802+$355,8022026-02-13
Q4 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM01,825+1,825$0$336,165+$336,1652026-02-13
Q4 2025ABT
ABBOTT LABS		United StatesCOM02,375+2,375$0$297,612+$297,6122026-02-13
Q4 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0492+492$0$285,094+$285,0942026-02-13
Q4 2025PG
PROCTER AND GAMBLE CO		United StatesCOM01,912+1,912$0$273,948+$273,9482026-02-13
Q4 2025PH
PARKER-HANNIFIN CORP		United StatesCOM0296+296$0$260,172+$260,1722026-02-13
Q4 2025BLK
BLACKROCK INC		United StatesCOM0238+238$0$254,808+$254,8082026-02-13
Q4 2025PNC
PNC FINL SVCS GROUP INC		United StatesCOM01,060+1,060$0$221,254+$221,2542026-02-13
Q4 2025AMGN
AMGEN INC		United StatesCOM0651+651$0$213,241+$213,2412026-02-13
Q4 2025DIS
DISNEY WALT CO		United StatesCOM01,815+1,815$0$206,518+$206,5182026-02-13
Q4 2025GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS02,412+2,412$0$205,912+$205,9122026-02-13
Q4 2025GE
GE AEROSPACE		United StatesCOM NEW0663+663$0$204,254+$204,2542026-02-13
Q3 2025ABBV
ABBVIE INC		United StatesCOM01,629+1,629$0$377,121+$377,1212025-11-03
Q3 2025CVX
CHEVRON CORP NEW		United StatesCOM01,897+1,897$0$294,585+$294,5852025-11-03
Q3 2025VZ
VERIZON COMMUNICATIONS INC		United StatesCOM06,408+6,408$0$281,632+$281,6322025-11-03
Q3 2025IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM0945+945$0$266,738+$266,7382025-11-03
Q3 2025RTX
RTX CORPORATION		United StatesCOM01,344+1,344$0$224,892+$224,8922025-11-03
Q3 2025NOC
NORTHROP GRUMMAN CORP		United StatesCOM0362+362$0$220,574+$220,5742025-11-03
Q3 2025BAC
BANK AMERICA CORP		United StatesCOM04,091+4,091$0$211,063+$211,0632025-11-03
Q3 2025SKYX
SKYX PLATFORMS CORP		United StatesCOM016,545+16,545$0$18,530+$18,5302025-11-03
Q2 2025ETN
EATON CORP PLC		SHS0636+636$0$227,046+$227,0462025-08-13
Q2 2025TSLA
TESLA INC		United StatesCOM0707+707$0$224,598+$224,5982025-08-13
Q2 2025DIS
DISNEY WALT CO		United StatesCOM01,669+1,669$0$206,955+$206,9552025-08-13
Q2 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM0288+288$0$203,832+$203,8322025-08-13
Q1 2025WFC
WELLS FARGO CO NEW		United StatesCOM02,820+2,820$0$202,421+$202,4212025-05-15
Q4 2024NEE
NEXTERA ENERGY INC		United StatesCOM03,497+3,497$0$250,683+$250,6832025-02-13
Q4 2024SYK
STRYKER CORPORATION		United StatesCOM0669+669$0$240,873+$240,8732025-02-13
Q4 2024KO
COCA COLA CO		United StatesCOM03,564+3,564$0$221,907+$221,9072025-02-13
Q4 2024PG
PROCTER AND GAMBLE CO		United StatesCOM01,224+1,224$0$205,204+$205,2042025-02-13
Q4 2024PGR
PROGRESSIVE CORP		United StatesCOM0854+854$0$204,627+$204,6272025-02-13
Q3 2024AIZ
ASSURANT INC		United StatesCOM01,200+1,200$0$238,632+$238,6322024-10-30
Q3 2024ETN
EATON CORP PLC		SHS0624+624$0$206,819+$206,8192024-10-30
Q3 2024MA
MASTERCARD INCORPORATED		United StatesCL A0406+406$0$200,483+$200,4832024-10-30
Q2 2024LLY
ELI LILLY & CO		United StatesCOM0287+287$0$259,844+$259,8442024-08-13
Q2 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM01,181+1,181$0$238,869+$238,8692024-08-13
Q2 2024ORCL
ORACLE CORP		United StatesCOM01,614+1,614$0$227,897+$227,8972024-08-13
Q2 2024TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0372+372$0$205,720+$205,7202024-08-13
Q2 2024AVGO
BROADCOM INC		United StatesCOM0126+126$0$202,297+$202,2972024-08-13
Q1 2024HD
HOME DEPOT INC		United StatesCOM0797+797$0$305,773+$305,7732024-05-03
Q1 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM0511+511$0$252,792+$252,7922024-05-03
Q1 2024WMT
WALMART INC		United StatesCOM04,024+4,024$0$242,121+$242,1212024-05-03
Q1 2024COST
COSTCO WHSL CORP NEW		United StatesCOM0299+299$0$219,312+$219,3122024-05-03

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