Toth Financial Advisory Corp Reduced Holdings in Q3 2024

Toth Financial Advisory Corp

  • $825 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
-10
- 3.08%
$93.65 - $97.81 $937 - $978
315 $30K
EPD
Enterprise Products Partners L.P.

Energy
-53
- 0.43%
$27.88 - $30.0 $1.48K - $1.59K
12.4K $359K
Direxion Shs ETF Tr
-40
- 66.67%
N/A
20 $0
Ishares Bitcoin Trust ETF
-3K
- 99.93%
N/A
2 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-33
- 8.09%
$105.53 - $118.34 $3.48K - $3.91K
375 $43K
Wk Kellogg CO
-162
- 18.82%
N/A
699 $0
Proshares Tr
-50
- 20.0%
N/A
200 $0
Atlassian Corporation
-200
- 33.33%
N/A
400 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-10
- 0.76%
$51.58 - $53.79 $516 - $538
1.3K $69K
HSY
Hershey CO

Consumer Defensive
-493
- 4.04%
$182.45 - $203.25 $89.9K - $100K
11.7K $2.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-101
- 2.95%
$45.2 - $47.87 $4.57K - $4.83K
3.33K $158K
JPM
Jpmorgan Chase & CO

Financial Services
-53
- 3.0%
$194.9 - $224.8 $10.3K - $11.9K
1.72K $361K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-37
- 2.18%
$57.32 - $62.65 $2.12K - $2.32K
1.66K $103K
MAR
Marriott International Inc

Consumer Cyclical
-5
- 0.61%
$211.35 - $255.11 $1.06K - $1.28K
812 $201K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-18
- 0.47%
$98.99 - $101.51 $1.78K - $1.83K
3.79K $383K
HRL
Hormel Foods Corp

Consumer Defensive
-1.51K
- 3.4%
$30.04 - $33.14 $45.4K - $50.1K
42.9K $1.36M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-20
- 5.63%
$156.14 - $187.2 $3.12K - $3.74K
335 $61K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-392
- 1.72%
$178.94 - $207.0 $70.1K - $81.1K
22.4K $4.5M
IRM
Iron Mountain Inc

Real Estate
-343
- 20.21%
$89.69 - $119.32 $30.8K - $40.9K
1.35K $160K
SO
Southern CO

Utilities
-47
- 2.74%
$77.0 - $90.52 $3.62K - $4.25K
1.67K $150K
RTX
Raytheon Technologies Corp

Industrials
-26
- 2.72%
$99.55 - $123.34 $2.59K - $3.21K
929 $112K
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 2.85%
$801.83 - $917.05 $43.3K - $49.5K
1.84K $1.63M
MO
Altria Group, Inc.

Consumer Defensive
-94
- 1.84%
$45.95 - $54.71 $4.32K - $5.14K
5K $255K
VO
Vanguard Mid Cap ETF

ETFs
-14
- 1.0%
$237.84 - $263.83 $3.33K - $3.69K
1.38K $364K
AUB
Atlantic Union Bankshares Corp

Financial Services
-200
- 2.74%
$32.43 - $41.89 $6.49K - $8.38K
7.09K $267K
NSC
Norfolk Southern Corp

Industrials
-5
- 0.57%
$213.75 - $259.69 $1.07K - $1.3K
875 $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 2.52%
$517.38 - $573.86 $30K - $33.3K
2.25K $1.29M
VFC
V F Corp

Consumer Cyclical
-490
- 6.51%
$12.74 - $19.95 $6.24K - $9.78K
7.04K $140K
TSCO
Tractor Supply CO

Consumer Cyclical
-251
- 4.65%
$251.95 - $290.93 $63.2K - $73K
5.15K $1.5M
PM
Philip Morris International Inc.

Consumer Defensive
-288
- 7.2%
$101.25 - $127.45 $29.2K - $36.7K
3.71K $450K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 0.92%
$475.2 - $527.7 $9.03K - $10K
2.05K $1.08M
GVA
Granite Construction Inc

Industrials
-2.5K
- 17.27%
$58.93 - $80.33 $147K - $201K
12K $949K
UYG
Proshares Ultra Financials

ETFs
-13K
- 15.46%
$62.72 - $77.9 $813K - $1.01M
70.9K $5.42M
KIE
Spdr S&P Insurance ETF

ETFs
-525
- 3.92%
$49.44 - $56.87 $26K - $29.9K
12.9K $730K
KMB
Kimberly Clark Corp

Consumer Defensive
-430
- 1.42%
$135.05 - $148.35 $58.1K - $63.8K
29.9K $4.26M
AXP
American Express CO

Financial Services
-17
- 0.86%
$225.92 - $271.17 $3.84K - $4.61K
1.96K $532K
CAT
Caterpillar Inc

Industrials
-57
- 1.98%
$316.8 - $391.12 $18.1K - $22.3K
2.82K $1.1M
LMT
Lockheed Martin Corp

Industrials
-6
- 0.45%
$460.3 - $584.56 $2.76K - $3.51K
1.33K $779K
PG
Procter & Gamble CO

Consumer Defensive
-701
- 1.59%
$160.76 - $177.82 $113K - $125K
43.3K $7.49M
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.05%
$161.9 - $179.3 $4.86K - $5.38K
59.1K $10M
MKC
Mccormick & CO Inc

Consumer Defensive
-254
- 0.81%
$69.44 - $84.76 $17.6K - $21.5K
31K $2.55M
CL
Colgate Palmolive CO

Consumer Defensive
-199
- 0.36%
$95.54 - $108.77 $19K - $21.6K
55K $5.71M
URTY
Proshares Trust Proshrs Ultrap

ETFs
-6.05K
- 7.12%
$41.13 - $57.86 $249K - $350K
78.9K $4.11M
MMM
3 M CO

Industrials
-4.18K
- 13.99%
$99.69 - $139.42 $416K - $582K
25.7K $3.51M
SBUX
Starbucks Corp

Consumer Cyclical
-5.28K
- 10.49%
$72.51 - $98.6 $383K - $520K
45K $4.39M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-1.14K
- 4.2%
$97.96 - $124.99 $111K - $142K
25.9K $3.23M
ECL
Ecolab Inc.

Basic Materials
-680
- 1.74%
$228.86 - $255.76 $156K - $174K
38.4K $9.81M
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 0.7%
$333.64 - $405.2 $21.7K - $26.3K
9.24K $3.74M
V
Visa Inc.

Financial Services
-343
- 0.67%
$253.74 - $291.56 $87K - $100K
51.2K $14.1M
Activity Summary
Buys All Purchases 193 New Holdings 46 Increased Positions 147 Sells All Sells 173 Reductions 172 Sold out 1 Options Calls 3 Puts 2
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