TOBIAS FINANCIAL ADVISORS, INC. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TOBIAS FINANCIAL ADVISORS, INC. opened 10 positions, added to 8, reduced 20, sold out of 7 and left 16 unchanged. The largest increase in value was NVDA (+$2,495,946); the largest decrease was JNJ (-$490,478).
- MSI: Country of operation United States; Class COM NEW; Shares 2026-03-31 1,018; Shares 2026-06-30 0.
- RTX: Country of operation United States; Class COM; Shares 2026-03-31 1,689; Shares 2026-06-30 0.
- NOC: Country of operation United States; Class COM; Shares 2026-03-31 379; Shares 2026-06-30 0.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2026-03-31 2,520; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1802080): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-25). 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; share change is the position change.
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