Toth Financial Advisory Corp Incresed Positions in Q4 2024

Toth Financial Advisory Corp

  • $817 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEIX
Consol Energy Inc.

Energy
5
+ 33.33%
$101.36 - $133.33 $507 - $667
20 $2K
UPW
Proshares Ultra Utilities

ETFs
10
+ 55.56%
$70.58 - $86.14 $706 - $861
28 $2K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.45%
$100.18 - $109.1 $100 - $109
224 $23K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14
+ 3.73%
$113.92 - $127.38 $1.59K - $1.78K
389 $44K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.07%
$261.5 - $284.63 $262 - $285
1.38K $365K
RXL
Proshares Ultra Health Care
4.32K
+ 100.0%
N/A
8.64K $0
Direxion Shs ETF Tr
32
+ 160.0%
N/A
52 $0
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
31
+ 2.55%
$45.44 - $46.52 $1.41K - $1.44K
1.25K $56K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
104
+ 17.05%
$20.68 - $23.73 $2.15K - $2.47K
714 $14K
Proshares Tr
588
+ 294.0%
N/A
788 $0
Proshares Tr
3
+ 5.36%
N/A
59 $0
BFB
Brown Forman Corp Cl B
970
+ 5.66%
N/A
18.1K $0
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 3.03%
$208.94 - $264.22 $209 - $264
34 $7K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8
+ 1.43%
$18.62 - $19.05 $149 - $152
566 $10K
PPG
Ppg Industries Inc

Basic Materials
1
+ 33.33%
$119.09 - $131.37 $119 - $131
4 $0
AMZU
Direxion Shs ETF Tr Daily Amzn
386
+ 44.68%
N/A
1.25K $0
GGLL
Direxion Shs ETF Tr Daily Goog
545
+ 107.07%
N/A
1.05K $0
Jacobs Solutions Inc
896
+ 1.83%
N/A
50K $0
ON
On Semiconductor Corp

Technology
20
+ 20.0%
$63.05 - $74.7 $1.26K - $1.49K
120 $7K
MNSB
Main Street Bancshares, Inc.

Financial Services
3
+ 0.57%
$17.27 - $20.46 $51.8 - $61.4
529 $9K
Annaly Capital Management In
2.6K
+ 108.79%
N/A
4.99K $0
DWAC
Digital World Acquisition Corp.

Financial Services
100
+ 21.74%
N/A
560 $0
Direxion Shs ETF Tr
3.68K
+ 40.63%
N/A
12.7K $0
Ishares Bitcoin Trust ETF
1
+ 50.0%
N/A
3 $0
Bank Montreal Medium
490
+ 29.45%
N/A
2.15K $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
80
+ 100.0%
$18.41 - $40.87 $1.47K - $3.27K
160 $2K
CSWC
Capital Southwest Corp

Financial Services
70
+ 11.67%
$20.85 - $25.85 $1.46K - $1.81K
670 $14K
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.31%
$109.55 - $117.53 $110 - $118
327 $36K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2
+ 0.57%
$101.82 - $114.06 $204 - $228
355 $36K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.3K
+ 100.0%
$25.74 - $53.78 $33.5K - $70.1K
2.61K $67K
AMT
American Tower Corp

Real Estate
1
+ 1.54%
$179.4 - $232.01 $179 - $232
66 $12K
NEE
Nextera Energy Inc

Utilities
1
+ 0.46%
$69.77 - $85.43 $69.8 - $85.4
220 $15K
LLY
Eli Lilly & CO

Healthcare
4
+ 6.06%
$727.2 - $932.06 $2.91K - $3.73K
70 $54K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.46K
+ 2.14%
$17.65 - $18.18 $61.1K - $62.9K
165K $2.93M
PFE
Pfizer Inc

Healthcare
8
+ 0.3%
$24.8 - $30.19 $198 - $242
2.7K $71K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
370
+ 1.72%
$11.1 - $12.03 $4.11K - $4.45K
21.9K $246K
SO
Southern CO

Utilities
4
+ 0.24%
$81.5 - $94.15 $326 - $377
1.67K $137K
ADI
Analog Devices Inc

Technology
3
+ 0.32%
$206.35 - $236.48 $619 - $709
941 $199K
MPW
Medical Properties Trust Inc

Real Estate
1.34K
+ 10.06%
$3.72 - $5.77 $4.98K - $7.72K
14.6K $57K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.78K
+ 185.93%
$26.93 - $84.95 $156K - $491K
8.88K $242K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.69K
+ 80.9%
$22.63 - $47.53 $60.9K - $128K
6.02K $136K
SCHO
Schwab Short Term Us Treasury

ETFs
7.46K
+ 91.81%
$24.06 - $48.88 $179K - $365K
15.6K $374K
QCOM
Qualcomm Inc

Technology
65
+ 3.06%
$150.4 - $178.04 $9.78K - $11.6K
2.19K $336K
TSCO
Tractor Supply CO

Consumer Cyclical
22.5K
+ 437.89%
$52.59 - $303.74 $1.19M - $6.85M
27.7K $1.47M
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 9.9%
$1666.0 - $2117.3 $33.3K - $42.3K
222 $377K
USTB
Victory Portfolios Ii Victorys

ETFs
1.2K
+ 0.73%
$50.06 - $50.85 $60.2K - $61.1K
165K $8.27M
XLE
Energy Sector Spdr

ETFs
1.68K
+ 1.91%
$83.32 - $97.27 $140K - $163K
89.7K $7.68M
SYK
Stryker Corp

Healthcare
26
+ 0.05%
$345.14 - $392.15 $8.97K - $10.2K
51.3K $18.5M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.66K
+ 1.94%
$67.38 - $75.88 $247K - $278K
193K $13M
Activity Summary
Buys All Purchases 232 New Holdings 58 Increased Positions 174 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 3 Puts 3
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