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 | $6,067 |
See Full List: All Stocks Held By Toth Financial Advisory Corp
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Toth Financial Advisory Corp
Size ($ 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 |