13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000866780
Total reported value
$1.0B
$1.0B
702 檔
10.5%
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 50 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% | -0.42% | -3.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.25% | -1.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.14% | -3.19% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 2.29% | -0.31% | -0.45% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-Other | 2.05% | +0.58% | -6.32% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.02% | -0.08% | +1.63% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.06% | -8.39% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.00% | -0.13% | -0.56% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.84% | -0.14% | -0.86% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.69% | -0.45% | +1.93% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | +0.59% | -1.90% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.53% | -0.03% | +0.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.24% | -2.62% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -0.18% | -2.71% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.39% | +0.18% | -2.58% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.39% | -0.30% | +6.87% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.35% | -4.63% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.34% | +0.42% | -2.88% | |
| 19 | GWW | Ww Grainger Inc | Stock-Industrials | 1.30% | +0.24% | -0.01% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.17% | +2.33% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.25% | -0.09% | +1.14% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +0.44% | -2.02% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | -0.04% | -0.19% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | -0.04% | +6.09% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.21% | -0.10% | +0.99% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.17% | -0.08% | +7.49% | |
| 27 | AZO | Autozone Inc | Stock-Consumer Disc | 1.15% | -0.17% | +0.40% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 1.13% | +0.03% | +0.97% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.12% | -0.02% | -1.68% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.29% | -1.07% | |
| 31 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.07% | -0.07% | +6.31% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | +0.09% | +5.64% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.25% | +1.73% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | -0.26% | +0.75% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.04% | -0.08% | -4.24% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 1.03% | -0.02% | +1.60% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | -0.19% | +1.40% | |
| 38 | EFX | Equifax Inc | Stock-Industrials | 0.97% | -0.22% | +1.10% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | -0.05% | -1.49% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.13% | -0.31% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | — | -6.72% | |
| 42 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.85% | -0.06% | +12.04% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.03% | +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% | +0.02% | +15.39% | |
| 47 | TRU | Transunion | Stock-Financials | 0.80% | -0.21% | +4.52% | |
| 48 | J | Jacobs Solutions Inc | Stock-Industrials | 0.78% | -0.23% | +7.29% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.20% | +3.19% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | -0.16% | +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 10.5% 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 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.