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Wal-Mart Stores shares owned by Tobias Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Tobias Financial Advisors from 13F filings

Historical chart of Tobias Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 4.0k 60.17
2019-12-31 $24k 210 114.29

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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tobias Financial Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Ameriprise Financial
Legal & General Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores