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CIK: 0000866780
Total reported value
$1.0B
$1.0B
693 檔
11.5%
According to the latest 13F quarterly dataset, Toth Financial Advisory CORP managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 693 distinct U.S. exchange-listed positions.
Toth Financial Advisory CORP executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 693 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 3.24% | -0.42% | -3.60% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.25% | -0.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.14% | -1.10% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 2.60% | +0.58% | -1.72% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.17% | -0.31% | +0.05% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.94% | -0.08% | +2.50% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.93% | +0.06% | +1.42% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.91% | -0.13% | +2.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.24% | +17.78% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | -0.14% | +0.63% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.69% | -0.18% | -4.13% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.56% | +0.18% | +0.19% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.53% | -0.03% | +1.94% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.52% | +0.42% | -0.58% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.52% | +0.59% | +0.55% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.35% | -1.34% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.38% | -0.45% | +8.15% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 1.36% | +0.24% | -2.66% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | -0.04% | +1.33% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.44% | +1.01% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.18% | -0.09% | +1.05% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.29% | -1.94% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.15% | -0.08% | — | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.11% | +0.87% | -2.45% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 1.10% | +0.03% | +2.15% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | -0.04% | +4.81% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.08% | -0.10% | +1.87% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 1.08% | -0.30% | +3.39% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.05% | -0.02% | +2.43% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.17% | -0.46% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.25% | -2.20% | |
| 32 | JMSB | John Marshall Bancorp Inc | Stock-Other | 1.03% | -0.10% | -1.98% | |
| 33 | EFX | Equifax Inc | Stock-Industrials | 0.98% | -0.22% | +0.90% | |
| 34 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.97% | -0.07% | +0.73% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.26% | +1.09% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.94% | -0.17% | +6.03% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.08% | -0.85% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.15% | +3.88% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.92% | -0.02% | -0.15% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.19% | +1.91% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.13% | +3.73% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.09% | +2.32% | |
| 43 | TRU | Transunion | Stock-Financials | 0.83% | -0.21% | +9.68% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.20% | +7.97% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | — | -3.61% | |
| 46 | J | Jacobs Solutions Inc | Stock-Industrials | 0.79% | -0.23% | +1.83% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.05% | -2.13% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.77% | -0.10% | -1.37% | |
| 49 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.76% | -0.07% | +14.70% | |
| 50 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.72% | -0.06% | +24.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | New buy |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.78% | Add |
| 3 | FISV | Fiserv Inc | +0.3% | -3.60% | Trim |
| 4 | V | Visa Inc-class A Shares | +0.3% | +1.42% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +3.88% | Add |
| 6 | MCK | Mckesson CORP | +0.2% | +3.39% | Add |
| 7 | DIS | Walt Disney Co/the | +0.2% | +7.97% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -1.10% | Trim |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +0.55% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +28.15% | Add |
| 11 | WMT | Walmart Inc | +0.1% | -1.34% | Trim |
| 12 | QLD | Proshares Ultra Qqq | +0.1% | -1.72% | Trim |
| 13 | NVDA | Nvidia CORP | +0.1% | +11.33% | Add |
| 14 | TROW | T Rowe Price Group Inc | +0.1% | +14.70% | Add |
| 15 | UITB | Victoryshares Core Intermedi | +0.1% | +24.86% | Add |
| 16 | MA | Mastercard Inc - A | +0.1% | +0.63% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +4.81% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -1.58% | Trim |
| 19 | ABT | Abbott Laboratories | +0.1% | +8.15% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +3.00% | Add |
| 21 | UWM | Proshares Ultra Russell2000 | +0.1% | +42.48% | Add |
| 22 | D | Dominion Energy Inc | +0.1% | +24.36% | Add |
| 23 | HON | Honeywell International Inc | +0.1% | +11.24% | Add |
| 24 | FTI | TechnipFMC plc | +0.1% | +1225.00% | Add |
| 25 | KO | Coca-cola Co/the | -0.1% | +3.16% | Add |
| 26 | BCO | Brink's Co/the | -0.1% | EXIT | Sold out |
| 27 | SAFE | Safehold Inc | -0.1% | EXIT | Sold out |
| 28 | XLV | Ss Health Care Select Sector | -0.1% | +2.43% | Add |
| 29 | MSFT | Microsoft CORP | -0.1% | -0.87% | Trim |
| 30 | GD | General Dynamics CORP | -0.1% | +1.34% | Add |
| 31 | NOBL | Proshares S&p 500 Dividend A | -0.1% | +2.43% | Add |
| 32 | SOXX | Ishares Semiconductor ETF | -0.1% | -2.45% | Trim |
| 33 | IBB | Ishares Biotechnology ETF | -0.1% | -6.19% | Trim |
| 34 | GIS | General Mills Inc | -0.1% | -4.06% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | -4.13% | Trim |
| 36 | FSLR | First Solar Inc | -0.1% | -95.20% | Trim |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | +1.05% | Add |
| 38 | OSCR | Oscar Health Inc - Class A | -0.1% | -99.81% | Trim |
| 39 | CDW | Cdw Corp/de | -0.1% | -6.45% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.46% | Trim |
| 41 | AMTM | Amentum Holdings Inc | -0.2% | -62.84% | Trim |
| 42 | EFX | Equifax Inc | -0.2% | +0.90% | Add |
| 43 | LOW | Lowe's Cos Inc | -0.2% | -1.94% | Trim |
| 44 | PEP | Pepsico Inc | -0.2% | -2.20% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +1.01% | Add |
| 46 | CVS | Cvs Health CORP | -0.2% | -33.27% | Trim |
| 47 | AMGN | Amgen Inc | -0.2% | -2.13% | Trim |
| 48 | MDLZ | Mondelez International Inc-a | -0.2% | -0.85% | Trim |
| 49 | ELV | Elevance Health Inc | -0.4% | -47.48% | Trim |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 693 disclosed positions in Q4 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 FISV, MSFT, AAPL) accounted for 11.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $9.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $9.2M
During Q4 2024, Toth Financial Advisory CORP's top holdings by market value included FISV (3.2%)、MSFT (3.2%)、AAPL (2.7%). The largest single position, FISV, represented 3.2% of total portfolio value.
In Q4 2024, Toth Financial Advisory CORP made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 3 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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