Toth Financial Advisory Corp Reduced Holdings in Q4 2024

Toth Financial Advisory Corp

  • $817 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-4.67K
- 47.48%
$365.96 - $514.62 $1.71M - $2.4M
5.17K $1.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.14K
- 0.85%
$59.25 - $72.99 $67.4K - $83K
133K $7.97M
AMGN
Amgen Inc

Healthcare
-557
- 2.13%
$258.78 - $328.31 $144K - $183K
25.6K $6.66M
CVS
Cvs Health Corp

Healthcare
-16.1K
- 33.27%
$43.78 - $67.46 $705K - $1.09M
32.3K $1.45M
PEP
Pepsico Inc

Consumer Defensive
-1.3K
- 2.2%
$151.29 - $176.1 $197K - $229K
57.8K $8.79M
CDW
Cdw Corp

Technology
-1.21K
- 6.45%
$171.49 - $225.64 $208K - $273K
17.6K $3.06M
LOW
Lowes Companies Inc

Consumer Cyclical
-802
- 1.94%
$244.52 - $284.07 $196K - $228K
40.4K $9.98M
JNJ
Johnson & Johnson

Healthcare
-284
- 0.46%
$143.34 - $165.86 $40.7K - $47.1K
61.4K $8.88M
OSCR
Oscar Health, Inc.

Healthcare
-51.2K
- 99.81%
$13.38 - $20.63 $685K - $1.06M
100 $1K
ORCL
Oracle Corp

Technology
-3.72K
- 4.13%
$165.41 - $192.43 $616K - $716K
86.4K $14.4M
SOXX
Ishares Semiconductor ETF

ETFs
-1.1K
- 2.45%
$211.27 - $239.8 $232K - $263K
43.8K $9.43M
IBB
Ishares Biotechnology ETF

ETFs
-2.59K
- 6.19%
$131.21 - $148.85 $340K - $386K
39.3K $5.19M
GIS
General Mills Inc

Consumer Defensive
-2.89K
- 4.06%
$62.78 - $74.62 $182K - $216K
68.3K $4.35M
MSFT
Microsoft Corp

Technology
-561
- 0.87%
$406.35 - $454.46 $228K - $255K
64.1K $27M
AFL
Aflac Inc

Financial Services
-113
- 0.15%
$100.37 - $115.27 $11.3K - $13K
75.4K $7.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.32K
- 85.16%
$396.64 - $516.74 $524K - $682K
230 $92K
FISV
Fiserv Inc

Technology
-5K
- 3.6%
N/A
134K $16.8M
HSY
Hershey CO

Consumer Defensive
-2.04K
- 17.39%
$168.67 - $193.65 $344K - $395K
9.68K $1.64M
SOXL
Direxion Daily Semiconductor B

ETFs
-260
- 0.45%
$26.3 - $40.82 $6.84K - $10.6K
57.7K $1.57M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-275
- 1.06%
$104.5 - $125.64 $28.7K - $34.6K
25.7K $2.68M
SJM
J M Smucker CO

Consumer Defensive
-1.69K
- 5.75%
$106.92 - $121.75 $181K - $206K
27.7K $3.05M
UYG
Proshares Ultra Financials

ETFs
-12.6K
- 17.83%
$75.09 - $96.7 $950K - $1.22M
58.3K $4.98M
GVA
Granite Construction Inc

Industrials
-5.97K
- 49.85%
$79.33 - $100.2 $474K - $598K
6.01K $526K
URTY
Proshares Trust Proshrs Ultrap

ETFs
-3.12K
- 3.95%
$48.72 - $66.24 $152K - $206K
75.8K $3.73M
SCHW
Schwab Charles Corp

Financial Services
-5.73K
- 86.82%
$63.31 - $82.85 $363K - $475K
870 $64K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-18.5K
- 73.41%
$16.2 - $17.97 $300K - $332K
6.7K $114K
ROM
Proshares Ultra Technology

ETFs
-7.22K
- 10.49%
$63.86 - $75.32 $461K - $544K
61.7K $4.3M
INTC
Intel Corp

Technology
-5.27K
- 9.35%
$19.07 - $26.23 $100K - $138K
51.1K $1.02M
IBM
International Business Machines Corp

Technology
-1.16K
- 3.61%
$204.9 - $238.04 $237K - $275K
30.9K $6.79M
BIB
Proshares Trust Proshares Ul

ETFs
-2.8K
- 24.43%
$50.23 - $66.86 $141K - $187K
8.66K $438K
MMM
3 M CO

Industrials
-605
- 2.36%
$124.74 - $137.12 $75.5K - $83K
25.1K $3.24M
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
-2.3K
- 17.53%
$54.98 - $75.62 $126K - $174K
10.8K $593K
ERX
Direxion Daily Energy Bull 2 X

ETFs
-3.7K
- 43.92%
$52.24 - $71.63 $193K - $265K
4.73K $263K
HD
Home Depot, Inc.

Consumer Cyclical
-135
- 1.46%
$385.02 - $431.37 $52K - $58.2K
9.11K $3.54M
GWW
W.W. Grainger, Inc.

Industrials
-299
- 2.66%
$1023.06 - $1220.93 $306K - $365K
10.9K $11.5M
EEM
Ishares Msci Emerging Markets

ETFs
-1.75K
- 14.58%
$41.82 - $47.36 $73.4K - $83.1K
10.3K $429K
EDC
Direxion Daily Emerging Market

ETFs
-1.88K
- 34.51%
$28.77 - $41.67 $54.1K - $78.4K
3.57K $102K
CAT
Caterpillar Inc

Industrials
-63
- 2.24%
$360.37 - $416.88 $22.7K - $26.3K
2.76K $999K
XOM
Exxon Mobil Corp

Energy
-27
- 0.38%
$105.51 - $125.37 $2.85K - $3.38K
7.11K $765K
PM
Philip Morris International Inc.

Consumer Defensive
-495
- 13.33%
$118.38 - $133.06 $58.6K - $65.9K
3.22K $387K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-465
- 53.76%
$107.06 - $123.74 $49.8K - $57.5K
400 $43K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-260
- 7.79%
$174.22 - $187.62 $45.3K - $48.8K
3.08K $539K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-961
- 31.58%
$50.37 - $50.6 $48.4K - $48.6K
2.08K $104K
TNA
Direxion Daily Small Cap Bull

ETFs
-774
- 11.47%
$41.4 - $56.28 $32K - $43.6K
5.98K $250K
WMB
Williams Companies, Inc.

Energy
-1.27K
- 50.58%
$46.37 - $59.74 $58.7K - $75.6K
1.24K $66K
JMSB
John Marshall Bancorp, Inc.

Financial Services
-8.76K
- 1.98%
$18.81 - $25.98 $165K - $228K
435K $8.73M
NU
Nu Holdings Ltd.

Financial Services
-2.5K
- 62.19%
$10.24 - $15.89 $25.6K - $39.7K
1.52K $15K
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.17K
- 4.2%
$82.66 - $99.48 $96.5K - $116K
26.6K $2.36M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-285
- 7.53%
$100.24 - $101.35 $28.6K - $28.9K
3.5K $352K
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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