Toth Financial Advisory Corp Portfolio Holdings
Toth Financial Advisory Corp
- $774 Million
- Q2 2024
Toth Financial Advisory Corp has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $774 Million distributed in 740 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.7M, Proshares Ultra Qqq with a value of $21.8M, Apple Inc. with a value of $19.8M, Fiserv Inc with a value of $17.5M, and Stryker Corp with a value of $17.5M.
Examining the 13F form we can see an decrease of $9.02M in the current position value, from $783M to 774M.
Below you can find more details about Toth Financial Advisory Corp portfolio as well as his latest detailed transactions.
Portfolio value
$774 Million
ETFs: $234 Million
Technology: $128 Million
Healthcare: $99 Million
Consumer Defensive: $88.2 Million
Industrials: $62.6 Million
Financial Services: $62.2 Million
Consumer Cyclical: $48.5 Million
Communication Services: $23 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 740
- Current Value $774 Million
- Prior Value $783 Million
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 86 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks