Toth Financial Advisory Corp Closed Holding Positions

Toth Financial Advisory Corp

  • $795 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q3 2020 Filed on Oct 16, 2020
81
$52.87 - $65.78 $4.28K - $5.33K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2020 Filed on Oct 16, 2020
1,465
$155.67 - $199.13 $228K - $292K
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 16, 2020
22,800
$13.57 - $28.27 $309K - $645K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q3 2020 Filed on Oct 16, 2020
167
$25.57 - $29.57 $4.27K - $4.94K
EXC
Exelon Corp

Utilities
Q3 2020 Filed on Oct 16, 2020
472
$24.59 - $28.1 $11.6K - $13.3K
FULT
Fulton Financial Corp

Financial Services
Q3 2020 Filed on Oct 16, 2020
3,125
$9.01 - $10.56 $28.2K - $33K
AVLR
Avalara, Inc.

Technology
Q3 2020 Filed on Oct 16, 2020
775
$117.33 - $141.27 $90.9K - $109K
BL
Blackline, Inc.

Technology
Q3 2020 Filed on Oct 16, 2020
725
$72.59 - $92.8 $52.6K - $67.3K
CLVT
Clarivate PLC

Technology
Q3 2020 Filed on Oct 16, 2020
11,000
$21.87 - $30.99 $241K - $341K
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2020 Filed on Oct 16, 2020
59
$29.87 - $32.88 $1.76K - $1.94K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q3 2020 Filed on Oct 16, 2020
12,000
$15.41 - $23.97 $185K - $288K
Ishares Tr
Q3 2020 Filed on Oct 16, 2020
295
N/A
VV
Vanguard Large Cap ETF

ETFs
Q3 2020 Filed on Oct 16, 2020
34
$144.11 - $166.66 $4.9K - $5.67K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Oct 16, 2020
62
$60.3 - $61.57 $3.74K - $3.82K
TCMD
Tactile Systems Technology Inc

Healthcare
Q3 2020 Filed on Oct 16, 2020
235
$31.3 - $43.28 $7.36K - $10.2K
T Mobile Us Inc
Q3 2020 Filed on Oct 16, 2020
1,541
N/A
STAG
Stag Industrial, Inc.

Real Estate
Q3 2020 Filed on Oct 16, 2020
170
$28.84 - $33.76 $4.9K - $5.74K
SASR
Sandy Spring Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 16, 2020
120
$21.32 - $25.65 $2.56K - $3.08K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 16, 2020
60
$89.56 - $126.72 $5.37K - $7.6K
GPRO
Go Pro, Inc.

Technology
Q2 2020 Filed on Jul 14, 2020
10
$2.29 - $5.19 $22.9 - $51.9
JBL
Jabil Inc

Technology
Q2 2020 Filed on Jul 14, 2020
2,800
$22.39 - $34.86 $62.7K - $97.6K
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2020 Filed on Jul 14, 2020
80
$19.95 - $30.83 $1.6K - $2.47K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
200
$32.52 - $63.15 $6.5K - $12.6K
ALEC
Alector, Inc.

Healthcare
Q2 2020 Filed on Jul 14, 2020
85
$21.87 - $33.11 $1.86K - $2.81K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
200
$21.79 - $33.27 $4.36K - $6.65K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2020 Filed on Jul 14, 2020
530
$92.13 - $148.23 $48.8K - $78.6K
FLT
Fleetcor Technologies Inc

Technology
Q2 2020 Filed on Jul 14, 2020
65
$173.22 - $282.43 $11.3K - $18.4K
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 14, 2020
25
$30.04 - $51.31 $751 - $1.28K
Sprint Corporation
Q2 2020 Filed on Jul 14, 2020
400
N/A
SLVP
Ishares Msci Global Silver And

ETFs
Q2 2020 Filed on Jul 14, 2020
160
$7.64 - $13.39 $1.22K - $2.14K
United Technologies Corp
Q2 2020 Filed on Jul 14, 2020
152
N/A
OGI
Organigram Holdings Inc.

Healthcare
Q2 2020 Filed on Jul 14, 2020
400
$1.17 - $2.18 $468 - $872
LNN
Lindsay Corp

Industrials
Q2 2020 Filed on Jul 14, 2020
490
$83.51 - $101.83 $40.9K - $49.9K
GNTX
Gentex Corp

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
455
$20.65 - $27.83 $9.4K - $12.7K
ZD
Ziff Davis, Inc.

Communication Services
Q2 2020 Filed on Jul 14, 2020
25
$54.97 - $72.22 $1.37K - $1.81K
KFY
Korn Ferry

Industrials
Q2 2020 Filed on Jul 14, 2020
60
$23.33 - $34.64 $1.4K - $2.08K
MRAM
Everspin Technologies Inc

Technology
Q2 2020 Filed on Jul 14, 2020
200
$2.21 - $7.57 $442 - $1.51K
Entercom Communications Corp
Q2 2020 Filed on Jul 14, 2020
200
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2020 Filed on Jul 14, 2020
9
$9.98 - $11.64 $89.8 - $105
Mobile Mini Inc
Q2 2020 Filed on Jul 14, 2020
1,427
N/A
DDM
Proshares Ultra Dow30

ETFs
Q2 2020 Filed on Jul 14, 2020
9,000
$27.1 - $46.5 $244K - $419K
ALGT
Allegiant Travel CO

Industrials
Q2 2020 Filed on Jul 14, 2020
1,665
$66.23 - $133.75 $110K - $223K
SEM
Select Medical Holdings Corp

Healthcare
Q2 2020 Filed on Jul 14, 2020
3,165
$12.0 - $18.84 $38K - $59.6K
WBT
Welbilt, Inc.

Industrials
Q2 2020 Filed on Jul 14, 2020
13,620
$3.96 - $8.36 $53.9K - $114K
USCR
U.S. Concrete, Inc.

Basic Materials
Q2 2020 Filed on Jul 14, 2020
200
N/A
INCY
Incyte Corp

Healthcare
Q2 2020 Filed on Jul 14, 2020
150
$74.18 - $108.93 $11.1K - $16.3K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
1,220
$1.38 - $26.2 $1.68K - $32K
TMDV
Proshares Tr Russell Us Divid

ETFs
Q2 2020 Filed on Jul 14, 2020
85
$30.33 - $39.03 $2.58K - $3.32K
MODN
Model N, Inc.

Technology
Q2 2020 Filed on Jul 14, 2020
200
$19.96 - $34.84 $3.99K - $6.97K
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