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Tobias Financial Advisors, Inc. Buys PIMCO Enhanced Low Duration Active Exchange-Traded, WisdomTree International Equity Fund, Baxter International Inc, Sells Assurant Inc, ISHARES TRUST

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Nov 15, 2021
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Investment company Tobias Financial Advisors, Inc. (Current Portfolio) buys PIMCO Enhanced Low Duration Active Exchange-Traded, WisdomTree International Equity Fund, Baxter International Inc, Ryder System Inc, Tesla Inc, sells Assurant Inc, ISHARES TRUST during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Tobias Financial Advisors, Inc.. As of 2021Q3, Tobias Financial Advisors, Inc. owns 69 stocks with a total value of $267 million. These are the details of the buys and sells.

For the details of Tobias Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/tobias+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Tobias Financial Advisors, Inc.
  1. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,257,180 shares, 14.03% of the total portfolio. Shares added by 8.19%
  2. Vanguard Growth ETF (VUG) - 79,101 shares, 8.58% of the total portfolio. Shares added by 8.73%
  3. Vanguard Mortgage-Backed Securities ETF (VMBS) - 421,224 shares, 8.39% of the total portfolio. Shares added by 6.94%
  4. PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR) - 205,189 shares, 7.81% of the total portfolio. Shares added by 20.53%
  5. iShares MSCI Intl Quality Factor ETF (IQLT) - 387,162 shares, 5.48% of the total portfolio. Shares added by 13.32%
New Purchase: Baxter International Inc (BAX)

Tobias Financial Advisors, Inc. initiated holding in Baxter International Inc. The purchase prices were between $73.77 and $83.61, with an estimated average price of $79.12. The stock is now traded at around $79.550000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,183 shares as of 2021-09-30.

New Purchase: Ryder System Inc (R)

Tobias Financial Advisors, Inc. initiated holding in Ryder System Inc. The purchase prices were between $68.94 and $85.17, with an estimated average price of $76.97. The stock is now traded at around $87.330000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,056 shares as of 2021-09-30.

New Purchase: TherapeuticsMD Inc (TXMD)

Tobias Financial Advisors, Inc. initiated holding in TherapeuticsMD Inc. The purchase prices were between $0.67 and $1.21, with an estimated average price of $0.89. The stock is now traded at around $0.612500. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 16,000 shares as of 2021-09-30.

Added: PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR)

Tobias Financial Advisors, Inc. added to a holding in PIMCO Enhanced Low Duration Active Exchange-Traded by 20.53%. The purchase prices were between $101.37 and $101.7, with an estimated average price of $101.55. The stock is now traded at around $101.060000. The impact to a portfolio due to this purchase was 1.33%. The holding were 205,189 shares as of 2021-09-30.

Added: WisdomTree International Equity Fund (DWM)

Tobias Financial Advisors, Inc. added to a holding in WisdomTree International Equity Fund by 23.49%. The purchase prices were between $52.87 and $55.84, with an estimated average price of $54.62. The stock is now traded at around $54.320000. The impact to a portfolio due to this purchase was 0.48%. The holding were 128,348 shares as of 2021-09-30.

Added: Tesla Inc (TSLA)

Tobias Financial Advisors, Inc. added to a holding in Tesla Inc by 20.53%. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1013.390000. The impact to a portfolio due to this purchase was 0.02%. The holding were 364 shares as of 2021-09-30.

Added: electroCore Inc (ECOR)

Tobias Financial Advisors, Inc. added to a holding in electroCore Inc by 38.30%. The purchase prices were between $0.93 and $1.18, with an estimated average price of $1.03. The stock is now traded at around $0.923900. The impact to a portfolio due to this purchase was 0.01%. The holding were 101,000 shares as of 2021-09-30.



Here is the complete portfolio of Tobias Financial Advisors, Inc.. Also check out:

1. Tobias Financial Advisors, Inc.'s Undervalued Stocks
2. Tobias Financial Advisors, Inc.'s Top Growth Companies, and
3. Tobias Financial Advisors, Inc.'s High Yield stocks
4. Stocks that Tobias Financial Advisors, Inc. keeps buying

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