TOBIAS FINANCIAL ADVISORS, INC.
Top Portfolio Positions
55 positions ·
$44,204,602 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,568 | $6,235,112 | 14.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,271 | $4,196,675 | 9.49% | |
| NVDA |
Nvidia Corp
Technology
|
19,862 | $3,463,932 | 7.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,939 | $2,903,075 | 6.57% | |
| MSFT |
Microsoft Corp
Technology
|
5,045 | $1,867,507 | 4.22% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
3,519 | $1,629,965 | 3.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,351 | $1,538,733 | 3.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,288 | $1,487,977 | 3.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
11,241 | $1,397,031 | 3.16% | |
| AVGO |
Broadcom Inc.
Technology
|
4,022 | $1,244,849 | 2.82% |
Portfolio Trend
Holdings in ECOR
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,300 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,850 | 10,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,500 | 10,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $52,800 | 10,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $66,900 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $162,100 | 10,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $72,200 | 10,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $64,300 | 10,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,700 | 10,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59,520 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,914 | 10,200 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $49,980 | 10,200 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $56,100 | 10,200 | Shares | Sole | 2023-04-24 | |
| No quarters match your search. | ||||||