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TOBIAS FINANCIAL ADVISORS, INC.

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PLANTATION FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Tobias Financial Advisors is based out of Plantation. Tobias Financial Advisors is a large advisory firm with 313 clients and discretionary assets under management (AUM) of $622,000,000 (Form ADV from 2023-03-27). Their last reported 13F filing for Q4 2023 included $410,663,228 in managed 13F securities and a top 10 holdings concentration of 61.71%. Tobias Financial Advisors's largest holding is SPDR(R) Portfolio Aggregate Bond ETF-SPDR(R) Portfolio Aggregate Bond ETF with shares held of 2,785,187. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPAB SPDR(R) Portfolio Ag 17.39%
IEF iShares 7-10 Year Tr 6.99%
IQLT iShares MSCI Intl Qu 6.89%
USFR WisdomTree Floating 6.55%
QQQM Invesco NASDAQ 100 E 6.4%

2023-12-31

13F Activity

Market Value $411m, Prior: $381m
New Purchases 12 stocks
Added To 38 stocks
Sold out of 6 stocks
Reduced holdings in 31 stocks
Top 10 Holdings % 61.71%
Turnover %[1] 18.75%
Turnover Alt %[2] 24.77%
Time Held Top 20 4.1 quarters
Time Held Top 10 3.4 quarters
Time Held All 10.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance