$265 Million is the total value of TOTH FINANCIAL ADVISORY CORP's 117 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
D | New | Dominion Resources, Inc. VA Ne | $573,000 | – | 8,299 | +100.0% | 0.22% | – |
EWW | New | MSCI Mexico Investable Mkt (iSetf | $363,000 | – | 5,284 | +100.0% | 0.14% | – |
J | New | Jacobs Engineering Group, Inc. | $293,000 | – | 6,000 | +100.0% | 0.11% | – |
UPV | New | ProShares Ultra Europeetf | $287,000 | – | 6,019 | +100.0% | 0.11% | – |
AAPL | New | Apple Computer, Inc. | $216,000 | – | 2,140 | +100.0% | 0.08% | – |
TQQQ | New | Nasdaq 100 Ultra (ProShares)etf | $211,000 | – | 2,434 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Microsoft Corporation | 42 | Q3 2023 | 4.0% |
STRYKER CORPORATION | 42 | Q3 2023 | 2.9% |
FISERV INC | 42 | Q3 2023 | 3.4% |
Cisco Systems, Inc. | 42 | Q3 2023 | 3.1% |
Technology (SPDR) | 42 | Q3 2023 | 2.8% |
ABBOTT LABS | 42 | Q3 2023 | 3.0% |
QQQ (ProShares Ultra) | 42 | Q3 2023 | 3.3% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 2.9% |
CVS HEALTH CORP | 42 | Q3 2023 | 3.8% |
SELECT SECTOR SPDR TR | 42 | Q3 2023 | 2.4% |
View TOTH FINANCIAL ADVISORY CORP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-25 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-31 |
View TOTH FINANCIAL ADVISORY CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.