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Size ($ in 1000's)
At 03/31/2024: $798,910
At 12/31/2023: $737,338
Toth Financial Advisory Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Toth Financial Advisory Corp 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Toth Financial Advisory Corp top holdings by largest position size, as per the latest 13f filing made by Toth Financial Advisory Corp.
In the Toth Financial Advisory Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Toth Financial Advisory Corp in that top holding, then the share count change between reporting periods, and finally the Toth Financial Advisory Corp top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
67,519 |
-1,751 |
$28,406 | | MSFT | 67,519 | -1,751 | $28,406 | | FISERV INC |
141,397 |
-1,095 |
$22,598 | | FI | 141,397 | -1,095 | $22,598 | | PROSHARES TR (QLD) |
223,691 |
-6,760 |
$19,568 | | QLD | 223,691 | -6,760 | $19,568 | | STRYKER CORPORATION |
51,269 |
-1,447 |
$18,348 | | SYK | 51,269 | -1,447 | $18,348 | | PROSHARES TR (NOBL) |
171,499 |
+4,487 |
$17,392 | | NOBL | 171,499 | +4,487 | $17,392 | | PROSHARES TR (REGL) |
204,022 |
+8,012 |
$16,028 | | REGL | 204,022 | +8,012 | $16,028 | | APPLE INC |
93,110 |
-116 |
$15,967 | | AAPL | 93,110 | -116 | $15,967 | | VISA INC |
51,284 |
-3,024 |
$14,312 | | V | 51,284 | -3,024 | $14,312 | | MASTERCARD INCORPORATED |
27,250 |
-288 |
$13,123 | | MA | 27,250 | -288 | $13,123 | | PROSHARES TR (SMDV) |
191,886 |
+12,902 |
$12,284 | | SMDV | 191,886 | +12,902 | $12,284 | | GRAINGER W W INC |
11,797 |
-1,066 |
$12,001 | | GWW | 11,797 | -1,066 | $12,001 | | SELECT SECTOR SPDR TR (XLK) |
56,422 |
-1,242 |
$11,751 | | XLK | 56,422 | -1,242 | $11,751 | | ORACLE CORP |
93,424 |
+1,109 |
$11,735 | | ORCL | 93,424 | +1,109 | $11,735 | | ABBOTT LABS |
101,442 |
-2,186 |
$11,530 | | ABT | 101,442 | -2,186 | $11,530 | | CISCO SYS INC |
221,788 |
+647 |
$11,069 | | CSCO | 221,788 | +647 | $11,069 | | PROSHARES TR (SSO) |
142,644 |
-23,643 |
$11,058 | | SSO | 142,644 | -23,643 | $11,058 | | LOWES COS INC |
43,341 |
-791 |
$11,040 | | LOW | 43,341 | -791 | $11,040 | | ALPHABET INC |
72,284 |
+6,215 |
$10,910 | | GOOGL | 72,284 | +6,215 | $10,910 | | SYSCO CORP |
129,731 |
+6,584 |
$10,532 | | SYY | 129,731 | +6,584 | $10,532 | | SHERWIN WILLIAMS CO |
29,444 |
-857 |
$10,227 | | SHW | 29,444 | -857 | $10,227 | | ISHARES TR (SOXX) |
45,225 |
+29,974 |
$10,217 | | SOXX | 45,225 | +29,974 | $10,217 | | PEPSICO INC |
56,959 |
+989 |
$9,968 | | PEP | 56,959 | +989 | $9,968 | | JOHNSON & JOHNSON |
62,847 |
+1,091 |
$9,942 | | JNJ | 62,847 | +1,091 | $9,942 | | UNITEDHEALTH GROUP INC |
20,024 |
+302 |
$9,906 | | UNH | 20,024 | +302 | $9,906 | | MONDELEZ INTL INC |
138,265 |
+976 |
$9,679 | | MDLZ | 138,265 | +976 | $9,679 | | SELECT SECTOR SPDR TR (XLV) |
63,155 |
+1,041 |
$9,330 | | XLV | 63,155 | +1,041 | $9,330 | | ECOLAB INC |
40,162 |
+17 |
$9,273 | | ECL | 40,162 | +17 | $9,273 | | MCKESSON CORP |
17,148 |
-1,155 |
$9,206 | | MCK | 17,148 | -1,155 | $9,206 | | WALMART INC |
147,449 |
+98,500 |
$8,872 | | WMT | 147,449 | +98,500 | $8,872 | | SELECT SECTOR SPDR TR (XLI) |
69,555 |
-1,289 |
$8,761 | | XLI | 69,555 | -1,289 | $8,761 | | EQUIFAX INC |
32,646 |
-29 |
$8,733 | | EFX | 32,646 | -29 | $8,733 | | SELECT SECTOR SPDR TR (XLE) |
89,010 |
+5,224 |
$8,403 | | XLE | 89,010 | +5,224 | $8,403 | | JOHN MARSHALL BANCORP INC |
449,194 |
-35,450 |
$8,050 | | JMSB | 449,194 | -35,450 | $8,050 | | MCDONALDS CORP |
28,213 |
+147 |
$7,955 | | MCD | 28,213 | +147 | $7,955 | | AMGEN INC |
27,764 |
-322 |
$7,894 | | AMGN | 27,764 | -322 | $7,894 | | VICTORY PORTFOLIOS II |
157,975 |
+8,825 |
$7,872 | | USTB | 157,975 | +8,825 | $7,872 | | INVESCO QQQ TR |
17,249 |
-513 |
$7,659 | | QQQ | 17,249 | -513 | $7,659 | | BLACKROCK INC |
8,882 |
+630 |
$7,405 | | BLK | 8,882 | +630 | $7,405 | | DISNEY WALT CO |
58,898 |
+4,531 |
$7,207 | | DIS | 58,898 | +4,531 | $7,207 | | PROCTER AND GAMBLE CO |
43,589 |
+719 |
$7,072 | | PG | 43,589 | +719 | $7,072 | | ABBVIE INC |
38,556 |
-132 |
$7,021 | | ABBV | 38,556 | -132 | $7,021 | | SELECT SECTOR SPDR TR (XLF) |
165,314 |
+22,958 |
$6,963 | | XLF | 165,314 | +22,958 | $6,963 | | AUTOZONE INC |
2,190 |
-36 |
$6,902 | | AZO | 2,190 | -36 | $6,902 | | JACOBS SOLUTIONS INC |
44,196 |
+4,792 |
$6,794 | | J | 44,196 | +4,792 | $6,794 | | AFLAC INC |
79,099 |
-1,515 |
$6,791 | | AFL | 79,099 | -1,515 | $6,791 | | INTERNATIONAL BUSINESS MACHS |
33,785 |
-4,906 |
$6,452 | | IBM | 33,785 | -4,906 | $6,452 | | CVS HEALTH CORP |
80,459 |
+1,740 |
$6,417 | | CVS | 80,459 | +1,740 | $6,417 | | GENERAL DYNAMICS CORP |
21,834 |
+215 |
$6,168 | | GD | 21,834 | +215 | $6,168 | | PROSHARES TR (UYG) |
89,668 |
-1,685 |
$6,126 | | UYG | 89,668 | -1,685 | $6,126 | | BECTON DICKINSON & CO |
24,519 |
+382 |
$6,067 | | BDX | 24,519 | +382 | $6,067 |
See Full List: All Stocks Held By Toth Financial Advisory Corp
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Toth Financial Advisory Corp
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