Toth Financial Advisory Corp Portfolio Holdings
Toth Financial Advisory Corp
- $783 Million
- Q1 2024
Toth Financial Advisory Corp has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $783 Million distributed in 719 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.4M, Proshares Ultra Qqq with a value of $19.6M, Stryker Corp with a value of $18.3M, Fiserv Inc with a value of $17.7M, and Proshares S&P 500 Dividend Ari with a value of $17.4M.
Examining the 13F form we can see an increase of $58M in the current position value, from $725M to 783M.
Below you can find more details about Toth Financial Advisory Corp portfolio as well as his latest detailed transactions.
Portfolio value
$783 Million
ETFs: $231 Million
Technology: $126 Million
Healthcare: $105 Million
Consumer Defensive: $88.9 Million
Industrials: $65.1 Million
Financial Services: $63.3 Million
Consumer Cyclical: $54.1 Million
Communication Services: $20.9 Million
Other: $28.7 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 719
- Current Value $783 Million
- Prior Value $725 Million
- Filing
- Period Q1 2024
- Filing Date April 16, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 61 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks