Toth Financial Advisory Corp Portfolio Holdings
Toth Financial Advisory Corp
- $795 Million
- Q1 2025
Toth Financial Advisory Corp has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $795 Million distributed in 712 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.6M, Apple Inc. with a value of $19.8M, Stryker Corp with a value of $19M, Proshares Ultra Qqq with a value of $17M, and Visa Inc. with a value of $16.7M.
Examining the 13F form we can see an decrease of $21.8M in the current position value, from $817M to 795M.
Below you can find more details about Toth Financial Advisory Corp portfolio as well as his latest detailed transactions.
Portfolio value
$795 Million
ETFs: $221 Million
Technology: $119 Million
Healthcare: $113 Million
Consumer Defensive: $89 Million
Industrials: $72 Million
Financial Services: $63.7 Million
Consumer Cyclical: $54.8 Million
Communication Services: $23.2 Million
Other: $39.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 712
- Current Value $795 Million
- Prior Value $817 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 71 stocks
- Additional Purchases 144 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks