TOTH FINANCIAL ADVISORY CORP

data from 30/09/2025

Capitalization

$ 927.527 M 8.21 %

Average holding period

15 ans

Performance

$ 596.214 M 138.06 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TOTH FINANCIAL ADVISORY CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.40% 31.523 M $ 60862 2013/06/30 1.284 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.37% 21.958 M $ 86233 2014/09/30 4.246 M $ 24.11 %
2025/09/30 ORCL ORACLE CORP 2.35% 21.754 M $ 77350 2013/06/30 5.226 M $ 28.64 %
2025/09/30 QLD PROSHARES TR 2.26% 20.963 M $ 152789 2013/06/30 3.129 M $ 16.56 %
2025/09/30 GOOGL ALPHABET INC 2.20% 20.385 M $ 83853 2017/03/31 5.680 M $ 37.94 %
2025/09/30 SYK STRYKER CORPORATION 2.04% 18.966 M $ 51305 2013/06/30 -1.329 M $ -6.56 %
2025/09/30 REGL PROSHARES TR 2.00% 18.528 M $ 217110 2016/06/30 793.253 K $ 4.66 %
2025/09/30 NOBL PROSHARES TR 1.90% 17.577 M $ 170530 2014/03/31 387.039 K $ 2.35 %
2025/09/30 FI FISERV INC 1.87% 17.331 M $ 134425 2013/06/30 -5.690 M $ -25.22 %
2025/09/30 V VISA INC 1.76% 16.357 M $ 47915 2016/03/31 -669.529 K $ -3.85 %
2025/09/30 SSO PROSHARES TR 1.69% 15.672 M $ 139763 2013/06/30 2.084 M $ 14.75 %
2025/09/30 MA MASTERCARD INCORPORATED 1.68% 15.560 M $ 27355 2016/06/30 185.352 K $ 1.22 %
2025/09/30 ABT ABBOTT LABS 1.62% 15.013 M $ 112085 2013/06/30 -224.000 K $ -1.52 %
2025/09/30 CSCO CISCO SYS INC 1.57% 14.598 M $ 213354 2013/06/30 -205.734 K $ -1.38 %
2025/09/30 XLK SELECT SECTOR SPDR TR 1.44% 13.361 M $ 47402 2013/06/30 1.359 M $ 11.31 %
2025/09/30 WMT WALMART INC 1.43% 13.268 M $ 128743 2013/06/30 679.467 K $ 5.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.42% 13.202 M $ 71201 2013/06/30 2.141 M $ 21.39 %
2025/09/30 XLF SELECT SECTOR SPDR TR 1.41% 13.049 M $ 242237 2013/06/30 349.923 K $ 2.86 %
2025/09/30 BLK BLACKROCK INC 1.39% 12.884 M $ 11051 2024/12/31 1.286 M $ 11.11 %
2025/09/30 SMDV PROSHARES TR 1.38% 12.830 M $ 192530 2016/06/30 302.528 K $ 2.43 %
2025/09/30 MCK MCKESSON CORP 1.38% 12.768 M $ 16527 2020/03/31 634.649 K $ 5.43 %
2025/09/30 SYY SYSCO CORP 1.25% 11.612 M $ 141024 2013/06/30 919.221 K $ 8.71 %
2025/09/30 ECL ECOLAB INC 1.22% 11.322 M $ 41343 2013/06/30 180.446 K $ 1.64 %
2025/09/30 AVGO BROADCOM INC 1.22% 11.295 M $ 34237 2019/03/31 1.920 M $ 19.68 %
2025/09/30 ABBV ABBVIE INC 1.20% 11.110 M $ 47982 2013/06/30 2.077 M $ 24.74 %
2025/09/30 AZO AUTOZONE INC 1.18% 10.970 M $ 2557 2021/09/30 1.473 M $ 15.57 %
2025/09/30 SOXX ISHARES TR 1.18% 10.900 M $ 40204 2013/06/30 1.028 M $ 13.58 %
2025/09/30 GWW GRAINGER W W INC 1.13% 10.518 M $ 11038 2017/12/31 -960.167 K $ -8.39 %
2025/09/30 SHW SHERWIN WILLIAMS CO 1.13% 10.494 M $ 30305 2016/03/31 87.681 K $ 0.84 %
2025/09/30 LOW LOWES COS INC 1.11% 10.258 M $ 40819 2017/12/31 1.178 M $ 13.27 %
2025/09/30 EFX EQUIFAX INC 1.01% 9.343 M $ 36421 2013/06/30 -100.234 K $ -1.10 %
2025/09/30 J JACOBS SOLUTIONS INC 1.00% 9.254 M $ 61748 2022/09/30 1.044 M $ 14.01 %
2025/09/30 USTB VICTORY PORTFOLIOS II 0.96% 8.891 M $ 174371 2019/12/31 28.882 K $ 0.33 %
2025/09/30 MCD MCDONALDS CORP 0.94% 8.764 M $ 28841 2013/06/30 334.102 K $ 4.01 %
2025/09/30 D DOMINION ENERGY INC 0.93% 8.593 M $ 140474 2014/09/30 614.241 K $ 8.23 %
2025/09/30 AFL AFLAC INC 0.92% 8.498 M $ 76079 2013/06/30 477.079 K $ 5.92 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.91% 8.486 M $ 24885 2017/12/31 1.166 M $ 16.92 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.88% 8.182 M $ 23696 2017/12/31 719.094 K $ 10.68 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.88% 8.161 M $ 28922 2013/06/30 -368.705 K $ -4.28 %
2025/09/30 FAST FASTENAL CO 0.86% 7.965 M $ 162413 2018/06/30 1.169 M $ 16.76 %
2025/09/30 NVDA NVIDIA CORPORATION 0.85% 7.847 M $ 42055 2017/12/31 1.120 M $ 18.10 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.84% 7.810 M $ 125017 2013/06/30 -636.701 K $ -7.37 %
2025/09/30 JMSB JOHN MARSHALL BANCORP INC 0.84% 7.745 M $ 390747 2022/06/30 519.725 K $ 6.96 %
2025/09/30 UITB VICTORY PORTFOLIOS II 0.83% 7.652 M $ 161028 2019/12/31 68.167 K $ 0.96 %
2025/09/30 PEP PEPSICO INC 0.82% 7.640 M $ 54399 2013/06/30 441.092 K $ 6.36 %
2025/09/30 DIS DISNEY WALT CO 0.82% 7.618 M $ 66534 2013/06/30 -607.631 K $ -7.67 %
2025/09/30 TRU TRANSUNION 0.81% 7.518 M $ 89731 2019/06/30 -355.421 K $ -4.80 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.78% 7.253 M $ 83166 2013/06/30 409.018 K $ 6.80 %
2025/09/30 AMGN AMGEN INC 0.78% 7.249 M $ 25688 2016/03/31 76.804 K $ 1.07 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.76% 7.012 M $ 45464 2013/06/30 298.299 K $ 4.55 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.75% 6.987 M $ 64806 2022/03/31 1.149 M $ 19.62 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.75% 6.971 M $ 45368 2013/06/30 -258.092 K $ -3.56 %
2025/09/30 KO COCA COLA CO 0.71% 6.610 M $ 99664 2013/06/30 -444.461 K $ -6.26 %
2025/09/30 MDT MEDTRONIC PLC 0.70% 6.515 M $ 68407 2017/03/31 535.791 K $ 9.26 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.68% 6.335 M $ 21584 2017/12/31 -327.934 K $ -4.83 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.66% 6.167 M $ 25735 2013/06/30 498.583 K $ 10.27 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.64% 5.964 M $ 24134 2024/06/30 482.682 K $ 8.82 %
2025/09/30 TQQQ PROSHARES TR 0.61% 5.634 M $ 54484 2016/03/31 1.347 M $ 24.58 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.60% 5.537 M $ 39789 2013/06/30 156.611 K $ 3.25 %
2025/09/30 CVS CVS HEALTH CORP 0.58% 5.414 M $ 71807 2013/06/30 393.926 K $ 9.29 %
2025/09/30 UNP UNION PAC CORP 0.58% 5.340 M $ 22591 2017/12/31 131.618 K $ 2.73 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.57% 5.266 M $ 44484 2018/09/30 430.155 K $ 9.07 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.55% 5.112 M $ 26821 2013/06/30 286.857 K $ 6.10 %
2025/09/30 WTRG ESSENTIAL UTILS INC 0.55% 5.099 M $ 127799 2020/03/31 304.414 K $ 7.43 %
2025/09/30 WM WASTE MGMT INC DEL 0.54% 5.020 M $ 22735 2019/03/31 -171.489 K $ -3.49 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.53% 4.876 M $ 47503 2016/06/30 284.312 K $ 6.36 %
2025/09/30 HON HONEYWELL INTL INC 0.48% 4.450 M $ 21141 2017/12/31 -456.775 K $ -9.61 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.47% 4.391 M $ 49153 2016/06/30 183.387 K $ 5.34 %
2025/09/30 BDX BECTON DICKINSON & CO 0.47% 4.333 M $ 23148 2013/06/30 363.630 K $ 8.66 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.46% 4.265 M $ 53355 2013/06/30 -605.572 K $ -12.06 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 0.45% 4.218 M $ 15073 2013/06/30 156.872 K $ 3.90 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.43% 3.983 M $ 32034 2013/06/30 -150.819 K $ -3.55 %
2025/09/30 MMM 3M CO 0.43% 3.959 M $ 25513 2017/03/31 68.349 K $ 1.93 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.43% 3.950 M $ 50405 2013/06/30 -127.516 K $ -3.21 %
2025/09/30 IBB ISHARES TR 0.42% 3.887 M $ 26927 2013/06/30 386.758 K $ 14.12 %
2025/09/30 SBUX STARBUCKS CORP 0.41% 3.841 M $ 45407 2017/12/31 -344.308 K $ -7.67 %
2025/09/30 AMZN AMAZON COM INC 0.41% 3.761 M $ 17128 2015/06/30 3.520 K $ 0.08 %
2025/09/30 HD HOME DEPOT INC 0.40% 3.710 M $ 9156 2013/06/30 348.877 K $ 10.51 %
2025/09/30 FPE FIRST TR EXCH TRADED FD III 0.39% 3.606 M $ 197685 2021/09/30 80.704 K $ 2.47 %
2025/09/30 TDV PROSHARES TR 0.38% 3.547 M $ 41005 2020/06/30 75.144 K $ 3.97 %
2025/09/30 BALL BALL CORP 0.38% 3.510 M $ 69619 2021/09/30 -362.358 K $ -10.11 %
2025/09/30 UYG PROSHARES TR 0.37% 3.466 M $ 34920 2013/06/30 145.014 K $ 3.87 %
2025/09/30 QQQ INVESCO QQQ TR 0.37% 3.436 M $ 5724 2018/06/30 281.464 K $ 8.83 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.37% 3.419 M $ 39011 2013/06/30 -343.516 K $ -8.82 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.36% 3.322 M $ 37064 2016/06/30 36.529 K $ 2.06 %
2025/09/30 UWM PROSHARES TR 0.35% 3.223 M $ 69523 2020/09/30 505.141 K $ 23.07 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.33% 3.080 M $ 68284 2019/09/30 -97.080 K $ -2.57 %
2025/09/30 SJM SMUCKER J M CO 0.33% 3.024 M $ 27845 2013/06/30 302.920 K $ 10.59 %
2025/09/30 TSLA TESLA INC 0.31% 2.834 M $ 6373 2020/09/30 840.247 K $ 40.00 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.30% 2.819 M $ 42037 2021/09/30 -443.375 K $ -14.05 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.30% 2.792 M $ 5600 2020/03/31 -361.126 K $ -12.02 %
2025/09/30 XHB SPDR SERIES TRUST 0.27% 2.534 M $ 22868 2013/06/30 272.545 K $ 12.41 %
2025/09/30 INTC INTEL CORP 0.26% 2.431 M $ 72469 2015/12/31 645.049 K $ 49.78 %
2025/09/30 GIS GENERAL MLS INC 0.25% 2.276 M $ 45142 2013/06/30 -79.303 K $ -2.68 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.24% 2.222 M $ 39080 2018/12/31 131.023 K $ 7.77 %
2025/09/30 MKC MCCORMICK & CO INC 0.23% 2.168 M $ 32401 2013/06/30 -297.522 K $ -11.75 %
2025/09/30 IVV ISHARES TR 0.23% 2.116 M $ 3162 2019/12/31 124.581 K $ 7.79 %
2025/09/30 CDW CDW CORP 0.23% 2.105 M $ 13215 2021/09/30 -281.655 K $ -10.81 %
2025/09/30 APP APPLOVIN CORP 0.21% 1.973 M $ 2746 2024/06/30 21.370 K $ 105.25 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.21% 1.942 M $ 7877 2017/12/31 -422.869 K $ -17.49 %