Toth Financial Advisory Corp Portfolio Holdings
Toth Financial Advisory Corp
- $817 Million
- Q4 2024
Toth Financial Advisory Corp has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $817 Million distributed in 699 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27M, Apple Inc. with a value of $23.1M, Proshares Ultra Qqq with a value of $22.1M, Stryker Corp with a value of $18.5M, and Fiserv Inc with a value of $16.8M.
Examining the 13F form we can see an decrease of $8.37M in the current position value, from $825M to 817M.
Below you can find more details about Toth Financial Advisory Corp portfolio as well as his latest detailed transactions.
Portfolio value
$817 Million
ETFs: $245 Million
Technology: $134 Million
Healthcare: $97.5 Million
Consumer Defensive: $89 Million
Industrials: $70.1 Million
Financial Services: $64.9 Million
Consumer Cyclical: $54.2 Million
Communication Services: $26.5 Million
Other: $35.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 699
- Current Value $817 Million
- Prior Value $825 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 58 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks