Toth Financial Advisory Corp Top Holdings and 13F Report (2025) About Toth Financial Advisory CorpInvestment ActivityToth Financial Advisory Corp has $857.18 million in total holdings as of June 30, 2025.Toth Financial Advisory Corp owns shares of 727 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 6.36% of the portfolio was sold this quarter.This quarter, Toth Financial Advisory Corp has purchased 711 new stocks and bought additional shares in 190 stocks.Toth Financial Advisory Corp sold shares of 133 stocks and completely divested from 83 stocks this quarter.Largest Holdings Microsoft $31,091,563Fiserv $22,562,263Stryker $20,258,037ProShares Ultra QQQ $18,900,022Oracle $18,248,049 Largest New Holdings this Quarter 00827B106 - Affirm $705,228 Holding76243J105 - Rhythm Pharmaceuticals $631,900 Holding15101Q207 - CELESTICA INC $468,330 Holding946784105 - WAYSTAR HLDG CORP $367,830 Holding26701L100 - Dutch Bros $356,208 Holding Largest Purchases this Quarter Apple 85,750 shares (about $17.59M)ProShares UltraPro QQQ 65,921 shares (about $5.47M)O'Reilly Automotive 60,644 shares (about $5.47M)NVIDIA 34,179 shares (about $5.40M)Fastenal 88,292 shares (about $3.71M) Largest Sales this Quarter Energy Select Sector SPDR Fund 50,424 shares (about $4.28M)Industrial Select Sector SPDR Fund 27,320 shares (about $4.03M)Health Care Select Sector SPDR Fund 28,178 shares (about $3.80M)ProShares Ultra QQQ 31,023 shares (about $3.65M)iShares Biotechnology ETF 17,947 shares (about $2.27M) 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 PortfolioSectorMSFTMicrosoft$31,091,563$169,119 ▼-0.5%62,5073.6%Computer and TechnologyFIFiserv$22,562,263$260,167 ▲1.2%130,8642.6%Business ServicesSYKStryker$20,258,037$71,608 ▲0.4%51,2052.4%MedicalQLDProShares Ultra QQQ$18,900,022$3,651,724 ▼-16.2%160,5642.2%ETFORCLOracle$18,248,049$121,340 ▼-0.7%83,4652.1%Computer and TechnologyAAPLApple$17,613,920$17,593,403 ▲85,750.0%85,8502.1%Computer and TechnologyVVisa$17,389,560$497,423 ▲2.9%48,9782.0%Business ServicesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$17,020,487$95,314 ▲0.6%208,7512.0%ETFNOBLProShares S&P 500 Aristocrats ETF$16,445,078$104,023 ▲0.6%163,3081.9%ETFMAMastercard$15,160,875$474,269 ▼-3.0%26,9801.8%Business ServicesGOOGLAlphabet$14,970,146$1,163,113 ▲8.4%84,9471.7%Computer and TechnologyCSCOCisco Systems$14,868,620$56,475 ▲0.4%214,3071.7%Computer and TechnologyABTAbbott Laboratories$14,718,027$340,977 ▲2.4%108,2131.7%MedicalSSOProShares Ultra S&P500$14,132,311$454,986 ▲3.3%144,6201.6%ETFWMTWalmart$12,582,994$296,175 ▼-2.3%128,6871.5%Retail/WholesaleSMDVProShares Russell 2000 Dividend Growers ETF$12,457,318$179,891 ▼-1.4%191,4741.5%ETFXLFFinancial Select Sector SPDR Fund$12,216,955$1,464,420 ▲13.6%233,2821.4%ETFXLKTechnology Select Sector SPDR Fund$12,018,593$1,637,138 ▼-12.0%47,4611.4%ETFMCKMcKesson$11,696,460$894,711 ▼-7.1%15,9621.4%MedicalBLACKROCK INC$11,571,144$806,874 ▲7.5%11,0281.3%COMGWWW.W. Grainger$11,443,584$68,655 ▲0.6%11,0011.3%IndustrialsECLEcolab$10,999,911$345,962 ▲3.2%40,8251.3%Basic MaterialsSYYSysco$10,548,773$153,374 ▲1.5%139,2761.2%Consumer StaplesSHWSherwin-Williams$10,381,598$171,338 ▲1.7%30,2351.2%Basic MaterialsJNJJohnson & Johnson$10,010,752$418,228 ▲4.4%65,5371.2%MedicalAVGOBroadcom$9,751,596$168,145 ▲1.8%35,3771.1%Computer and TechnologyAZOAutoZone$9,462,475$152,201 ▲1.6%2,5491.1%Retail/WholesaleEFXEquifax$9,154,264$555,315 ▲6.5%35,2941.1%Business ServicesLOWLowe's Companies$8,879,430$2,884 ▲0.0%40,0211.0%Retail/WholesaleMDLZMondelez International$8,639,653$26,436 ▲0.3%128,1091.0%Consumer StaplesUSTBVictoryShares Short-Term Bond ETF$8,634,207$268,278 ▼-3.0%169,8981.0%ETFIBMInternational Business Machines$8,612,396$124,693 ▲1.5%29,2161.0%Computer and TechnologyABBVAbbVie$8,397,157$570,973 ▲7.3%45,2381.0%MedicalMCDMcDonald's$8,328,894$161,278 ▲2.0%28,5071.0%Retail/WholesaleAFLAflac$8,062,932$14,237 ▼-0.2%76,4550.9%FinanceDISWalt Disney$7,923,509$119,422 ▼-1.5%63,8940.9%Consumer DiscretionarySOXXiShares Semiconductor ETF$7,567,506$573,596 ▲8.2%31,7030.9%ETFDDominion Energy$7,466,024$772,969 ▲11.5%132,0950.9%UtilitiesJMSBJohn Marshall Bancorp$7,465,517$253,046 ▼-3.3%402,8880.9%FinanceJJacobs Solutions$7,455,564$409,071 ▲5.8%56,7180.9%Business ServicesTRUTransUnion$7,411,611$384,735 ▲5.5%84,2230.9%Business ServicesPGProcter & Gamble$7,252,036$125,065 ▲1.8%45,5190.8%Consumer StaplesAMGNAmgen$7,172,047$141,559 ▲2.0%25,6870.8%MedicalUITBVictoryShares Core Intermediate Bond ETF$7,130,372$68,346 ▲1.0%151,4840.8%ETFKOCocaCola$7,098,329$187,346 ▲2.7%100,3300.8%Consumer StaplesFASTFastenal$6,971,518$3,708,253 ▲113.6%165,9890.8%Retail/WholesalePEPPepsiCo$6,933,509$829,602 ▼-10.7%52,5110.8%Consumer StaplesGDGeneral Dynamics$6,894,123$457,022 ▲7.1%23,6380.8%AerospaceADPAutomatic Data Processing$6,787,518$44,409 ▼-0.7%22,0090.8%Computer and TechnologyUNHUnitedHealth Group$6,730,701$555,302 ▲9.0%21,5750.8%MedicalXLIIndustrial Select Sector SPDR Fund$6,558,121$4,030,229 ▼-38.1%44,4560.8%ETFNVDANVIDIA$6,189,834$5,399,891 ▲683.6%39,1790.7%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$6,018,136$696,483 ▲13.1%73,6970.7%ETFORLYO'Reilly Automotive$5,855,837$5,465,844 ▲1,401.5%64,9710.7%Retail/WholesaleMDTMedtronic$5,787,478$309,018 ▲5.6%66,3930.7%MedicalTQQQProShares UltraPro QQQ$5,479,715$5,471,415 ▲65,921.0%66,0210.6%ETFQQQMInvesco NASDAQ 100 ETF$5,475,402$224,149 ▲4.3%24,1100.6%ETFCLColgate-Palmolive$5,022,467$18,089 ▼-0.4%55,2530.6%Consumer StaplesWMWaste Management$4,911,163$531,778 ▲12.1%21,4630.6%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$4,856,865$1,087,514 ▼-18.3%22,3480.6%FinanceXLVHealth Care Select Sector SPDR Fund$4,819,505$3,798,076 ▼-44.1%35,7560.6%ETFUNPUnion Pacific$4,814,360$129,763 ▼-2.6%20,9250.6%TransportationHONHoneywell International$4,753,050$337,674 ▲7.6%20,4100.6%Multi-Sector ConglomeratesXLCCommunication Services Select Sector SPDR Fund$4,744,425$129,586 ▲2.8%43,7150.6%ETFDGXQuest Diagnostics$4,705,856$687,637 ▲17.1%26,1970.5%MedicalSBUXStarbucks$4,487,728$121,775 ▼-2.6%48,9770.5%Retail/WholesaleTROWT. Rowe Price Group$4,468,395$747,290 ▼-14.3%46,3050.5%FinanceAMZNAmazon.com$4,290,630$54,409 ▼-1.3%19,5570.5%Retail/WholesaleKMBKimberly-Clark$4,245,359$67,554 ▲1.6%32,9300.5%Consumer StaplesCVSCVS Health$4,239,158$1,676,625 ▲65.4%61,4550.5%MedicalBDXBecton, Dickinson and Company$4,197,995$564,108 ▼-11.8%24,3720.5%MedicalWTRGEssential Utilities$4,096,352$652,178 ▲18.9%110,2950.5%UtilitiesFDNFirst Trust Dow Jones Internet Index Fund$4,020,020$176,411 ▲4.6%14,9260.5%ETFXLPConsumer Staples Select Sector SPDR Fund$3,971,177$258,942 ▲7.0%49,0450.5%ETFCHDChurch & Dwight$3,893,277$2,114 ▼-0.1%40,5090.5%Consumer StaplesBMYBristol Myers Squibb$3,776,349$459,013 ▼-10.8%81,5800.4%MedicalUYGProShares Ultra Financials$3,744,915$718,063 ▼-16.1%39,1930.4%ETFBALLBall$3,584,576$591,689 ▲19.8%63,9080.4%IndustrialsMMM3M$3,539,344$420,800 ▲13.5%23,2480.4%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$3,433,327$4,276,414 ▼-55.5%40,4830.4%ETFHDHome Depot$3,318,117$49,130 ▲1.5%9,0500.4%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$3,264,866$237,613 ▲7.8%183,4190.4%ETFQQQInvesco QQQ$3,186,088$391,642 ▼-10.9%5,7760.4%FinanceCTSHCognizant Technology Solutions$3,156,655$42,995 ▲1.4%40,4540.4%Computer and TechnologyROPRoper Technologies$3,003,864$396,245 ▲15.2%5,2990.4%Computer and TechnologyGISGeneral Mills$2,955,899$374,895 ▼-11.3%57,0530.3%Consumer StaplesSJMJ. M. Smucker$2,860,265$211,228 ▲8.0%29,1270.3%Consumer StaplesELVElevance Health$2,781,196$853,419 ▲44.3%7,1500.3%MedicalIBBiShares Biotechnology ETF$2,739,609$2,270,504 ▼-45.3%21,6550.3%FinanceCDWCDW$2,604,932$405,759 ▼-13.5%14,5860.3%Computer and TechnologyMKCMcCormick & Company, Incorporated$2,531,783$22,367 ▼-0.9%33,3920.3%Consumer StaplesUPROProShares UltraPro S&P 500$2,493,290$714,602 ▲40.2%27,2670.3%ETFACNAccenture$2,417,124$202,050 ▼-7.7%8,0870.3%Computer and TechnologyCLXClorox$2,211,081$39,143 ▼-1.7%18,4150.3%Consumer StaplesXHBSPDR S&P Homebuilders ETF$2,196,633$257,662 ▼-10.5%22,2850.3%ETFHOODRobinhood Markets$2,190,942$674,136 ▲44.4%23,4000.3%FinanceUWMProShares Ultra Russell 2000$2,189,705$237,470 ▲12.2%58,1290.3%ETFTSLATesla$2,100,686$1,846,558 ▲726.6%6,6130.2%Auto/Tires/TrucksTDVProShares S&P Technology Dividend Aristocrats ETF$1,894,600$1,737,431 ▼-47.8%22,7710.2%ETFSTZConstellation Brands$1,835,291$636,544 ▼-25.8%11,2820.2%Consumer StaplesShowing largest 100 holdings. 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