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CIK: 0000866780
Total reported value
$1.0B
$1.0B
702 檔
10.8%
As reported in its official Q1 2025 Form 13F filing, Toth Financial Advisory CORP's tracked investment portfolio stood at $1.0B with 702 total positions.
In Q1 2025, Toth Financial Advisory CORP displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 3.44% | -0.12% | -3.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | +0.95% | -1.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.43% | -3.19% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 2.29% | -0.22% | -0.45% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-Other | 2.05% | -0.03% | -6.32% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.02% | -0.10% | +1.63% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.13% | -8.39% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.00% | -0.04% | -0.56% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.84% | +0.30% | -0.86% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.69% | +0.05% | +1.93% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | -0.17% | -1.90% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.53% | -0.09% | +0.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | -0.05% | -2.62% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -0.07% | -2.71% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.39% | +0.09% | -2.58% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.39% | +0.20% | +6.87% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.11% | -4.63% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.34% | +0.10% | -2.88% | |
| 19 | GWW | Ww Grainger Inc | Stock-Industrials | 1.30% | -0.13% | -0.01% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | +0.05% | +2.33% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.25% | -0.03% | +1.14% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +0.04% | -2.02% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | -0.06% | -0.19% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | +0.09% | +6.09% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.21% | +0.04% | +0.99% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.17% | +0.21% | +7.49% | |
| 27 | AZO | Autozone Inc | Stock-Consumer Disc | 1.15% | -0.21% | +0.40% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 1.13% | -0.07% | +0.97% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.12% | +0.13% | -1.68% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.28% | -1.07% | |
| 31 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.07% | +0.02% | +6.31% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | +0.20% | +5.64% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.16% | +1.73% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | -0.22% | +0.75% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.04% | +0.01% | -4.24% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 1.03% | -0.03% | +1.60% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | +0.08% | +1.40% | |
| 38 | EFX | Equifax Inc | Stock-Industrials | 0.97% | -0.07% | +1.10% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | +0.16% | -1.49% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.03% | -0.31% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.18% | -6.72% | |
| 42 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.85% | +0.01% | +12.04% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | +0.05% | +1.23% | |
| 44 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.83% | +0.10% | -4.19% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | +0.10% | -0.61% | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.80% | -0.13% | +15.39% | |
| 47 | TRU | Transunion | Stock-Financials | 0.80% | -0.07% | +4.52% | |
| 48 | J | Jacobs Solutions Inc | Stock-Industrials | 0.78% | +0.11% | +7.29% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.02% | +3.19% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | +0.02% | +8.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | SYK | Stryker CORP | — | NEW | New buy |
| 5 | QLD | Proshares Ultra Qqq | — | NEW | New buy |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | ABT | Abbott Laboratories | — | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | ORCL | Oracle CORP | — | NEW | New buy |
| 15 | SSO | Proshares Ultra S&p500 | — | NEW | New buy |
| 16 | MCK | Mckesson CORP | — | NEW | New buy |
| 17 | WMT | Walmart Inc | — | NEW | New buy |
| 18 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 19 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | SYY | Sysco CORP | — | NEW | New buy |
| 24 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 25 | ECL | Ecolab Inc | — | NEW | New buy |
| 26 | BLK | Blackrock Inc | — | NEW | New buy |
| 27 | AZO | Autozone Inc | — | NEW | New buy |
| 28 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 29 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 30 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 31 | USTB | Victoryshares Short-term Bon | — | NEW | New buy |
| 32 | ABBV | Abbvie Inc | — | NEW | New buy |
| 33 | PEP | Pepsico Inc | — | NEW | New buy |
| 34 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 35 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 36 | AFL | Aflac Inc | — | NEW | New buy |
| 37 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 38 | EFX | Equifax Inc | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 42 | UITB | Victoryshares Core Intermedi | — | NEW | New buy |
| 43 | KO | Coca-cola Co/the | — | NEW | New buy |
| 44 | JMSB | John Marshall Bancorp Inc | — | NEW | New buy |
| 45 | ADP | Automatic Data Processing | — | NEW | New buy |
| 46 | D | Dominion Energy Inc | — | NEW | New buy |
| 47 | TRU | Transunion | — | NEW | New buy |
| 48 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 50 | BDX | Becton Dickinson And Co | — | NEW | New buy |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 702 disclosed positions in Q1 2025.
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 10.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $28.6M
During Q1 2025, Toth Financial Advisory CORP's top holdings by market value included FISV (3.4%)、MSFT (2.8%)、AAPL (2.4%). The largest single position, FISV, represented 3.4% of total portfolio value.
In Q1 2025, Toth Financial Advisory CORP made 200 total portfolio adjustments, initiating 200 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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