Toth Financial Advisory Corp Top Holdings and 13F Report (2025) About Toth Financial Advisory CorpInvestment ActivityToth Financial Advisory Corp has $830.69 million in total holdings as of March 31, 2025.Toth Financial Advisory Corp owns shares of 712 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 7.41% of the portfolio was sold this quarter.This quarter, Toth Financial Advisory Corp has purchased 703 new stocks and bought additional shares in 151 stocks.Toth Financial Advisory Corp sold shares of 154 stocks and completely divested from 62 stocks this quarter.Largest Holdings Fiserv $28,565,465Microsoft $23,592,272Apple $19,804,945Stryker $18,993,559ProShares Ultra QQQ $17,028,290 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $954,632 Holding04351P101 - Ascendis Pharma A/S $831,514 Holding78351F107 - Ryan Specialty $664,830 Holding185123106 - Clearwater Analytics $603,536 Holding011659109 - Alaska Air Group $574,152 Holding Largest Purchases this Quarter NVIDIA 31,936 shares (about $3.46M)Tesla 6,158 shares (about $1.60M)Direxion Daily Mid Cap Bull 3X Shares 30,550 shares (about $1.26M)Bristol-Myers Squibb 18,478 shares (about $1.13M)iShares 20+ Year Treasury Bond ETF 10,487 shares (about $954.63K) Largest Sales this Quarter Apple 92,099 shares (about $20.46M)ProShares UltraPro QQQ 56,231 shares (about $3.22M)iShares Semiconductor ETF 14,483 shares (about $2.73M)ProShares Ultra Technology 31,732 shares (about $1.70M)ProShares UltraPro Russell 2000 48,209 shares (about $1.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofToth Financial Advisory Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIFiserv$28,565,465$1,002,568 ▼-3.4%129,3553.4%Business ServicesMSFTMicrosoft$23,592,272$465,862 ▼-1.9%62,8472.8%Computer and TechnologyAAPLApple$19,804,945$675,277 ▼-3.3%89,1592.4%Computer and TechnologySYKStryker$18,993,559$86,734 ▼-0.5%51,0242.3%MedicalQLDProShares Ultra QQQ$17,028,290$1,149,132 ▼-6.3%191,5872.0%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$16,741,486$268,484 ▲1.6%207,5822.0%ETFVVisa$16,674,007$1,527,671 ▼-8.4%47,5772.0%Business ServicesNOBLProShares S&P 500 Aristocrats ETF$16,581,309$92,882 ▼-0.6%162,2752.0%ETFMAMastercard$15,251,026$132,098 ▼-0.9%27,8241.8%Business ServicesABTAbbott Laboratories$14,021,871$266,095 ▲1.9%105,7061.7%MedicalCSCOCisco Systems$13,174,676$255,788 ▼-1.9%213,4931.6%Computer and TechnologySMDVProShares Russell 2000 Dividend Growers ETF$12,740,139$112,225 ▲0.9%194,2391.5%ETFGOOGLAlphabet$12,115,580$325,363 ▼-2.6%78,3471.5%Computer and TechnologyORCLOracle$11,746,853$326,876 ▼-2.7%84,0201.4%Computer and TechnologySSOProShares Ultra S&P500$11,586,193$306,368 ▼-2.6%139,9641.4%ETFMCKMcKesson$11,564,059$742,986 ▲6.9%17,1831.4%MedicalWMTWalmart$11,563,328$561,153 ▼-4.6%131,7161.4%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$11,134,736$330,371 ▼-2.9%53,9261.3%ETFGWWW.W. Grainger$10,801,493$988 ▼0.0%10,9351.3%IndustrialsJNJJohnson & Johnson$10,414,606$236,986 ▲2.3%62,7991.3%MedicalSHWSherwin-Williams$10,383,540$116,979 ▲1.1%29,7361.2%Basic MaterialsUNHUnitedHealth Group$10,367,737$214,216 ▼-2.0%19,7951.2%MedicalSYYSysco$10,299,294$19,585 ▼-0.2%137,2511.2%Consumer StaplesXLFFinancial Select Sector SPDR Fund$10,226,945$587,360 ▲6.1%205,3191.2%ETFECLEcolab$10,024,481$98,366 ▲1.0%39,5411.2%Basic MaterialsBLACKROCK INC$9,710,267$676,756 ▲7.5%10,2591.2%COMAZOAutoZone$9,562,453$38,128 ▲0.4%2,5081.2%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$9,407,672$90,045 ▲1.0%71,7761.1%ETFXLVHealth Care Select Sector SPDR Fund$9,334,995$159,443 ▼-1.7%63,9341.1%ETFLOWLowe's Companies$9,331,064$100,755 ▼-1.1%40,0081.1%Retail/WholesaleUSTBVictoryShares Short-Term Bond ETF$8,872,739$526,255 ▲6.3%175,1771.1%ETFABBVAbbVie$8,833,815$471,631 ▲5.6%42,1621.1%MedicalPEPPepsiCo$8,815,567$150,240 ▲1.7%58,7941.1%Consumer StaplesMCDMcDonald's$8,732,275$65,285 ▲0.8%27,9551.1%Retail/WholesaleMDLZMondelez International$8,665,605$384,099 ▼-4.2%127,7171.0%Consumer StaplesAFLAflac$8,516,067$133,873 ▲1.6%76,5901.0%FinanceXLEEnergy Select Sector SPDR Fund$8,495,287$117,280 ▲1.4%90,9071.0%ETFEFXEquifax$8,074,650$88,168 ▲1.1%33,1531.0%Business ServicesAMGNAmgen$7,844,943$119,014 ▼-1.5%25,1800.9%MedicalPGProcter & Gamble$7,623,504$23,688 ▼-0.3%44,7340.9%Consumer StaplesIBMInternational Business Machines$7,159,574$515,714 ▼-6.7%28,7930.9%Computer and TechnologyUITBVictoryShares Core Intermediate Bond ETF$7,042,489$756,578 ▲12.0%150,0320.8%ETFKOCoca-Cola$6,995,998$85,228 ▲1.2%97,6820.8%Consumer StaplesJMSBJohn Marshall Bancorp$6,881,309$300,829 ▼-4.2%416,5440.8%FinanceADPAutomatic Data Processing$6,768,491$41,247 ▼-0.6%22,1530.8%Business ServicesDDominion Energy$6,639,761$885,683 ▲15.4%118,4190.8%UtilitiesTRUTransUnion$6,626,803$286,729 ▲4.5%79,8510.8%Business ServicesJJacobs Solutions$6,480,386$440,278 ▲7.3%53,6060.8%Business ServicesDISWalt Disney$6,401,406$197,894 ▲3.2%64,8570.8%Consumer DiscretionaryBDXBecton, Dickinson and Company$6,332,847$511,493 ▲8.8%27,6470.8%MedicalORLYO'Reilly Automotive$6,198,774$159,016 ▼-2.5%4,3270.7%Retail/WholesaleFASTFastenal$6,025,440$318,267 ▲5.6%77,6970.7%Retail/WholesaleGDGeneral Dynamics$6,016,201$160,007 ▼-2.6%22,0710.7%AerospaceAVGOBroadcom$5,821,010$108,662 ▲1.9%34,7670.7%Computer and TechnologyMDTMedtronic$5,647,521$266,884 ▲5.0%62,8480.7%MedicalBMYBristol-Myers Squibb$5,580,358$1,126,977 ▲25.3%91,4960.7%MedicalSOXXiShares Semiconductor ETF$5,513,413$2,725,282 ▼-33.1%29,3000.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,400,878$13,032 ▲0.2%27,3520.7%FinanceCLColgate-Palmolive$5,195,816$39,916 ▼-0.8%55,4520.6%Consumer StaplesXLUUtilities Select Sector SPDR Fund$5,138,478$342,523 ▼-6.2%65,1680.6%ETFUNPUnion Pacific$5,076,613$498,944 ▲10.9%21,4890.6%TransportationIBBiShares Biotechnology ETF$5,065,138$42,335 ▲0.8%39,6020.6%FinanceTROWT. Rowe Price Group$4,965,453$288,562 ▼-5.5%54,0490.6%FinanceSBUXStarbucks$4,934,530$36,097 ▼-0.7%50,3060.6%Retail/WholesaleKMBKimberly-Clark$4,608,750$21,333 ▼-0.5%32,4060.6%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$4,463,252$36,867 ▼-0.8%23,1230.5%ETFCHDChurch & Dwight$4,462,048$67,265 ▼-1.5%40,5310.5%Consumer StaplesWMWaste Management$4,430,803$452,827 ▲11.4%19,1390.5%Business ServicesUYGProShares Ultra Financials$4,164,529$1,033,019 ▼-19.9%46,7080.5%ETFXLCCommunication Services Select Sector SPDR Fund$4,101,147$7,330 ▲0.2%42,5210.5%ETFHONHoneywell International$4,014,703$119,636 ▲3.1%18,9600.5%Multi-Sector ConglomeratesNVDANVIDIA$4,003,085$3,461,190 ▲638.7%36,9360.5%Computer and TechnologyGISGeneral Mills$3,843,813$238,082 ▼-5.8%64,2890.5%Consumer StaplesDGXQuest Diagnostics$3,784,816$177,659 ▲4.9%22,3690.5%MedicalAMZNAmazon.com$3,768,117$31,583 ▼-0.8%19,8050.5%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$3,744,292$59,455 ▲1.6%45,8470.5%ETFWTRGEssential Utilities$3,665,814$236,350 ▲6.9%92,7350.4%UtilitiesHDHome Depot$3,267,669$70,001 ▼-2.1%8,9160.4%Retail/WholesaleSJMJ. M. Smucker$3,194,281$81,231 ▼-2.5%26,9760.4%Consumer StaplesTDVProShares S&P Technology Dividend Aristocrats ETF$3,180,129$134,190 ▲4.4%43,6530.4%ETFFDNFirst Trust Dow Jones Internet Index Fund$3,170,303$4,665 ▲0.1%14,2710.4%ETFTQQQProShares UltraPro QQQ$3,113,597$114,141 ▼-3.5%54,3390.4%ETFCTSHCognizant Technology Solutions$3,052,545$148,944 ▲5.1%39,9030.4%Computer and TechnologyQQQInvesco QQQ$3,041,559$300,123 ▼-9.0%6,4860.4%FinanceMMM3M$3,008,251$673,787 ▼-18.3%20,4840.4%Multi-Sector ConglomeratesFPEFirst Trust Preferred Securities and Income ETF$2,991,536$81,020 ▲2.8%170,0700.4%ETFSTZConstellation Brands$2,788,570$684,526 ▼-19.7%15,1950.3%Consumer StaplesBALLBall$2,778,400$16,923 ▲0.6%53,3590.3%IndustrialsMKCMcCormick & Company, Incorporated$2,772,782$117,704 ▲4.4%33,6870.3%Consumer StaplesCLXClorox$2,759,591$524,795 ▲23.5%18,7410.3%Consumer StaplesACNAccenture$2,734,407$84,563 ▲3.2%8,7630.3%Computer and TechnologyROPRoper Technologies$2,712,121$183,363 ▲7.3%4,6000.3%Computer and TechnologyCDWCDW$2,701,688$115,068 ▼-4.1%16,8580.3%Computer and TechnologyCVSCVS Health$2,516,873$328,320 ▲15.0%37,1490.3%MedicalXHBSPDR S&P Homebuilders ETF$2,412,714$74,516 ▼-3.0%24,8990.3%ETFIYTiShares U.S. Transportation ETF$2,294,259$192,858 ▲9.2%35,8310.3%ETFELVElevance Health$2,155,797$90,912 ▼-4.0%4,9560.3%MedicalFASDirexion Daily Financial Bull 3X Shares$1,840,747$131,877 ▼-6.7%11,6410.2%FinanceMIDUDirexion Daily Mid Cap Bull 3X Shares$1,767,451$1,260,785 ▲248.8%42,8270.2%ETFUWMProShares Ultra Russell 2000$1,733,032$439,737 ▼-20.2%51,8250.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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