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CIK: 0000866780
Total reported value
$1.0B
$1.0B
765 檔
11.4%
According to the latest 13F quarterly dataset, Toth Financial Advisory CORP managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 765 distinct U.S. exchange-listed positions.
In Q3 2025, Toth Financial Advisory CORP displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 765 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.25% | -2.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.14% | +0.45% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 2.35% | -0.18% | -7.33% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 2.26% | +0.58% | -4.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +0.24% | -1.29% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 2.04% | -0.31% | +0.20% | |
| 7 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.00% | -0.08% | +4.00% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.89% | -0.13% | +4.42% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 1.87% | -0.42% | +2.72% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | +0.06% | -2.17% | |
| 11 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.69% | +0.18% | -3.36% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.68% | -0.14% | +1.39% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.62% | -0.45% | +3.58% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.57% | +0.59% | -0.44% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.44% | +0.42% | -0.12% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | -0.35% | +0.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.17% | +8.64% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.41% | -0.04% | +3.84% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.39% | -0.08% | +0.21% | |
| 20 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.38% | -0.03% | +0.55% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.38% | -0.30% | +3.54% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.25% | -0.04% | +1.26% | |
| 23 | ECL | Ecolab Inc | Stock-Materials | 1.22% | -0.10% | +1.27% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.15% | -3.22% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | +0.09% | +6.07% | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 1.18% | -0.17% | +0.31% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.18% | +0.87% | +26.81% | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 1.13% | +0.24% | +0.34% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.13% | -0.09% | +0.23% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.29% | +1.99% | |
| 31 | EFX | Equifax Inc | Stock-Industrials | 1.01% | -0.22% | +3.19% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 1.00% | -0.23% | +8.87% | |
| 33 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.96% | -0.07% | +2.63% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.26% | +1.17% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.93% | +0.02% | +6.34% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.92% | -0.02% | -0.49% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.91% | -0.06% | +5.28% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.44% | +9.83% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | — | -1.01% | |
| 40 | FAST | Fastenal Co | Stock-Industrials | 0.86% | — | -2.15% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | — | +7.34% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.84% | -0.08% | -2.41% | |
| 43 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.83% | -0.10% | -3.01% | |
| 44 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.82% | -0.06% | +6.30% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.25% | +3.60% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.20% | +4.13% | |
| 47 | TRU | Transunion | Stock-Financials | 0.81% | -0.21% | +6.54% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.78% | -0.09% | +12.85% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.05% | +0.00% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.76% | +0.03% | +2.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.9% | -7.33% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.29% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -2.63% | Trim |
| 4 | AVGO | Broadcom Inc | +0.5% | -3.22% | Trim |
| 5 | SOXX | Ishares Semiconductor ETF | +0.5% | +26.81% | Add |
| 6 | SSO | Proshares Ultra S&p500 | +0.3% | -3.36% | Trim |
| 7 | NVDA | Nvidia CORP | +0.3% | +7.34% | Add |
| 8 | CVS | Cvs Health CORP | +0.3% | +16.84% | Add |
| 9 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -17.47% | Add |
| 10 | BLK | Blackrock Inc | +0.2% | +0.21% | Add |
| 11 | J | Jacobs Solutions Inc | +0.2% | +8.87% | Add |
| 12 | QLD | Proshares Ultra Qqq | +0.2% | -4.84% | Trim |
| 13 | APP | Applovin Corp-class A | +0.2% | +4634.48% | Add |
| 14 | GD | General Dynamics CORP | +0.2% | +5.28% | Add |
| 15 | XLF | Ss Financial Select Sector | +0.2% | +3.84% | Add |
| 16 | TSLA | Tesla Inc | +0.2% | -2.79% | Add |
| 17 | MU | Micron Technology Inc | +0.2% | +1343.92% | Add |
| 18 | JNJ | Johnson & Johnson | +0.2% | +8.64% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +12.85% | Add |
| 20 | XLB | Ss Materials Select Sector | +0.2% | +83.65% | Add |
| 21 | GEV | GE Vernova Inc | +0.2% | — | Add |
| 22 | ABBV | Abbvie Inc | +0.1% | +6.07% | Add |
| 23 | UWM | Proshares Ultra Russell2000 | +0.1% | +19.60% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +164.66% | Add |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | +49.65% | Add |
| 26 | D | Dominion Energy Inc | +0.1% | +6.34% | Add |
| 27 | FAST | Fastenal Co | +0.1% | -2.15% | Add |
| 28 | WTRG | Essential Utilities Inc | +0.1% | +15.87% | Add |
| 29 | XLK | Ss Technology Select Sector | +0.1% | -0.12% | Trim |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.10% | Add |
| 31 | DGX | Quest Diagnostics Inc | +0.1% | +2.38% | Add |
| 32 | WMT | Walmart Inc | 0% | +0.04% | Trim |
| 33 | EFX | Equifax Inc | 0% | +3.19% | Add |
| 34 | AZO | Autozone Inc | 0% | +0.31% | Add |
| 35 | SYY | Sysco CORP | 0% | +1.26% | Add |
| 36 | ECL | Ecolab Inc | 0% | +1.27% | Add |
| 37 | AAPL | Apple Inc | 0% | +0.45% | Trim |
| 38 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +4.00% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | -0.44% | Trim |
| 40 | FAS | Dirx Dly Finacial B3x Etf-ui | -0.2% | — | Trim |
| 41 | CPRX | Catalyst Pharmaceuticals Inc | -0.2% | -96.50% | Trim |
| 42 | GIS | General Mills Inc | -0.2% | -20.88% | Trim |
| 43 | STZ | Constellation Brands Inc-a | -0.2% | -25.86% | Trim |
| 44 | BDX | Becton Dickinson And Co | -0.3% | -5.02% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | -0.3% | -16.30% | Trim |
| 46 | XLI | Ss Industrial Select Sector | -0.4% | +2.27% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | +9.83% | Add |
| 48 | XLV | Ss Health Care Select Sector | -0.5% | +11.28% | Trim |
| 49 | XLE | Ss Energy Select Sector | -0.6% | +21.42% | Trim |
| 50 | FISV | Fiserv Inc | -1.6% | +2.72% | Add |
According to official SEC Form 13F filings, Toth Financial Advisory CORP reported a total U.S. public equity portfolio value of $1.0B across 765 disclosed positions in Q3 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 MSFT, AAPL, ORCL) accounted for 11.4% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $23.6M
During Q3 2025, Toth Financial Advisory CORP's top holdings by market value included MSFT (3.4%)、AAPL (2.4%)、ORCL (2.4%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q3 2025, Toth Financial Advisory CORP made 50 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 18 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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