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CIK: 0000866780
Total reported value
$1.0B
$1.0B
739 檔
10.7%
According to the latest 13F quarterly dataset, Toth Financial Advisory CORP managed an equity portfolio of $1.0B at the end of Q2 2024, spanning 739 distinct U.S. exchange-listed positions.
During Q2 2024, Toth Financial Advisory CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 739 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.25% | -1.70% | |
| 2 | QLD | Proshares Ultra Qqq | ETF-Other | 2.76% | +0.58% | -2.58% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 2.65% | -0.42% | -0.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.14% | +0.98% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.22% | -0.31% | +0.29% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.08% | -0.13% | -0.67% | |
| 7 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.90% | -0.08% | -0.49% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.06% | +0.53% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.24% | +0.72% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.66% | -0.18% | -1.08% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.60% | +0.42% | -1.13% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | -0.14% | +0.40% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.51% | -0.03% | -0.30% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.51% | +0.18% | +0.57% | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.39% | +0.87% | -1.77% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | +0.59% | -1.46% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | -0.45% | -1.67% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | +0.44% | -0.07% | |
| 19 | GWW | Ww Grainger Inc | Stock-Industrials | 1.28% | +0.24% | -5.43% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.25% | -0.35% | -1.85% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.25% | +3.80% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.20% | -0.29% | -0.95% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.19% | -0.04% | +1.48% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.18% | -0.10% | -2.61% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | -0.02% | +0.14% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.17% | -0.30% | -8.47% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.17% | -1.19% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.13% | -0.08% | -1.60% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.10% | -0.09% | -1.56% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.07% | -0.05% | -2.60% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 1.05% | +0.03% | -2.69% | |
| 32 | JMSB | John Marshall Bancorp Inc | Stock-Other | 1.04% | -0.10% | +4.71% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | -0.19% | -0.26% | |
| 34 | EFX | Equifax Inc | Stock-Industrials | 1.02% | -0.22% | +1.27% | |
| 35 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.01% | -0.07% | +1.33% | |
| 36 | BLKCHF | Blackrock Inc | Stock-Other | 0.96% | — | +7.73% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.13% | +0.85% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | -0.04% | +5.56% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.26% | -0.62% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.88% | -0.02% | -2.38% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.09% | +1.16% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.85% | -0.17% | +2.79% | |
| 43 | J | Jacobs Solutions Inc | Stock-Industrials | 0.83% | -0.23% | +6.13% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | -0.06% | +0.39% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.20% | +4.13% | |
| 46 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.77% | -0.07% | +20.90% | |
| 47 | ROM | Proshares Ultra Technology | ETF-Tech | 0.76% | — | -7.08% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.03% | +6.27% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.75% | -0.16% | +2.56% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | — | -4.76% |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 739 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, QLD, FISV) accounted for 10.7% of total reported equity market value during Q2 2024.
During Q2 2024, Toth Financial Advisory CORP's top holdings by market value included MSFT (3.8%)、QLD (2.8%)、FISV (2.6%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q2 2024, Toth Financial Advisory CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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