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
FCNCA
First Citizens Bancshares Inc

Financial Services
-15
- 57.69%
$1818.92 - $2353.08 $27.3K - $35.3K
11 $23K
ASML
Asml Holding Nv

Technology
-4
- 2.76%
$658.43 - $872.27 $2.63K - $3.49K
141 $97K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-224
- 99.56%
$82.28 - $117.52 $18.4K - $26.3K
1 $0
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-581
- 30.71%
$32.55 - $36.44 $18.9K - $21.2K
1.31K $44K
KIE
Spdr S&P Insurance ETF

ETFs
-333
- 2.59%
$55.65 - $62.03 $18.5K - $20.7K
12.5K $709K
MRK
Merck & Co., Inc.

Healthcare
-100
- 14.2%
$96.31 - $114.76 $9.63K - $11.5K
604 $60K
RE
Everest Re Group LTD

Financial Services
-50
- 38.46%
N/A
80 $29K
MUB
Ishares National Muni Bond ETF

ETFs
-138
- 29.3%
$105.78 - $108.7 $14.6K - $15K
333 $35K
VFC
V F Corp

Consumer Cyclical
-1.19K
- 16.86%
$16.7 - $22.59 $19.8K - $26.8K
5.85K $125K
VNQ
Vanguard Specialized Funds Van

ETFs
-45
- 4.05%
$87.85 - $98.6 $3.95K - $4.44K
1.07K $94K
SEIC
Sei Investments CO

Financial Services
-300
- 31.06%
$69.36 - $86.58 $20.8K - $26K
666 $54K
UBER
Uber Technologies, Inc

Technology
-17
- 2.25%
$59.93 - $86.34 $1.02K - $1.47K
737 $44K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-99
- 99.0%
$110.69 - $154.48 $11K - $15.3K
1 $0
UPS
United Parcel Service Inc

Industrials
-23
- 3.24%
$122.65 - $138.35 $2.82K - $3.18K
686 $86K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-24
- 13.79%
$417.69 - $450.94 $10K - $10.8K
150 $63K
IIPR
Innovative Industrial Properties Inc

Real Estate
-59
- 62.77%
$66.64 - $135.61 $3.93K - $8K
35 $2K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-50
- 3.87%
$96.64 - $101.23 $4.83K - $5.06K
1.24K $120K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 9.23%
N/A
492 $89K
AUB
Atlantic Union Bankshares Corp

Financial Services
-250
- 3.52%
$36.13 - $43.55 $9.03K - $10.9K
6.84K $259K
PINS
Pinterest, Inc.

Communication Services
-198
- 99.0%
$28.24 - $34.15 $5.59K - $6.76K
2 $0
INTU
Intuit Inc

Technology
-9
- 10.0%
$602.01 - $706.25 $5.42K - $6.36K
81 $50K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-21
- 1.0%
$91.39 - $113.27 $1.92K - $2.38K
2.09K $197K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22
- 2.65%
$44.04 - $49.49 $969 - $1.09K
808 $35K
ALB
Albemarle Corp

Basic Materials
-10
- 2.38%
$86.08 - $111.3 $861 - $1.11K
410 $35K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-44
- 74.58%
$91.29 - $91.8 $4.02K - $4.04K
15 $1K
LDOS
Leidos Holdings, Inc.

Technology
-12
- 14.81%
$143.17 - $201.39 $1.72K - $2.42K
69 $9K
NEM
Newmont Corp

Basic Materials
-40
- 42.11%
$37.0 - $58.68 $1.48K - $2.35K
55 $2K
ROIV
Roivant Sciences Ltd.

Healthcare
-120
- 44.44%
$11.16 - $12.71 $1.34K - $1.53K
150 $1K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-14
- 10.37%
$75.65 - $83.47 $1.06K - $1.17K
121 $9K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-20
- 28.57%
$107.41 - $115.71 $2.15K - $2.31K
50 $5K
FIX
Comfort Systems Usa Inc

Industrials
-3
- 50.0%
$370.68 - $504.12 $1.11K - $1.51K
3 $1K
LUV
Southwest Airlines CO

Industrials
-50
- 50.0%
$28.99 - $34.84 $1.45K - $1.74K
50 $1K
BHE
Benchmark Electronics Inc

Technology
-25
- 50.0%
$42.69 - $51.83 $1.07K - $1.3K
25 $1K
EW
Edwards Lifesciences Corp

Healthcare
-30
- 20.0%
$64.54 - $75.92 $1.94K - $2.28K
120 $8K
Solventum Corp
-5
- 26.32%
N/A
14 $0
PLUG
Plug Power Inc

Industrials
-160
- 25.4%
$1.87 - $2.67 $299 - $427
470 $1K
Wk Kellogg CO
-46
- 6.58%
N/A
653 $0
Direxion Shs ETF Tr
-134
- 87.01%
N/A
20 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
-2
- 1.74%
$106.33 - $110.69 $213 - $221
113 $12K
UNIT
Uniti Group Inc.

Real Estate
-51
- 5.99%
$5.07 - $6.12 $259 - $312
800 $4K
Amentum Holdings Inc
-30.8K
- 62.84%
N/A
18.2K $0
Nextracker Inc
-70
- 5.67%
N/A
1.17K $0
Veralto Corp
-257
- 28.24%
N/A
653 $0
SRE
Sempra Energy

Utilities
-17
- 2.49%
$80.81 - $94.77 $1.37K - $1.61K
666 $58K
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 1.83%
$567.81 - $607.81 $23.3K - $24.9K
2.2K $1.29M
MO
Altria Group, Inc.

Consumer Defensive
-35
- 0.7%
$49.06 - $57.74 $1.72K - $2.02K
4.97K $259K
ONON
On Holding Ag

Consumer Cyclical
-450
- 5.7%
$46.3 - $59.54 $20.8K - $26.8K
7.45K $408K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-15
- 3.69%
$173.13 - $258.09 $2.6K - $3.87K
391 $90K
AXP
American Express CO

Financial Services
-89
- 4.54%
$267.35 - $305.57 $23.8K - $27.2K
1.87K $555K
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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