TOBIAS FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 3K | $284.13K |
 | AVGO | 3K | $904.44K |
 | JPM | 2K | $756.03K |
 | HD | 2K | $797.70K |
 | CVX | 2K | $294.58K |
 | ORCL | 2K | $467.70K |
 | ABBV | 2K | $377.12K |
 | META | 1K | $1.02M |
 | RTX | 1K | $224.89K |
 | AIZ | 1K | $265.55K |
 | COST | 1K | $1.11M |
 | MA | 1K | $612.61K |
 | TT | 950 | $401.05K |
 | IBM | 945 | $266.74K |
 | PGR | 941 | $232.38K |
 | TSLA | 862 | $383.37K |
 | BRK-B | 786 | $395.15K |
 | SYK | 684 | $252.85K |
 | LLY | 683 | $521.35K |
 | UNH | 638 | $220.30K |
Wells Fargo & Company
WFC
Shares Held
3K
Value
$284.13K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$904.44K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$756.03K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$797.70K
Chevron Corporation
CVX
Shares Held
2K
Value
$294.58K
Oracle Corporation
ORCL
Shares Held
2K
Value
$467.70K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$377.12K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.02M
RTX Corporation
RTX
Shares Held
1K
Value
$224.89K
Assurant, Inc.
AIZ
Shares Held
1K
Value
$265.55K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.11M
Mastercard Incorporated
MA
Shares Held
1K
Value
$612.61K
Trane Technologies plc
TT
Shares Held
950
Value
$401.05K
International Business Machines Corporation
IBM
Shares Held
945
Value
$266.74K
The Progressive Corporation
PGR
Shares Held
941
Value
$232.38K
Tesla, Inc.
TSLA
Shares Held
862
Value
$383.37K
Berkshire Hathaway Inc.
BRK-B
Shares Held
786
Value
$395.15K
Stryker Corporation
SYK
Shares Held
684
Value
$252.85K
Eli Lilly and Company
LLY
Shares Held
683
Value
$521.35K
UnitedHealth Group Incorporated
UNH
Shares Held
638
Value
$220.30K