$288 Million is the total value of TOTH FINANCIAL ADVISORY CORP's 113 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Exit | Emerging Markets (Vanguard)etf | $0 | – | -5,071 | -100.0% | -0.08% | – |
| UPV | Exit | ProShares Ultra Europeetf | $0 | – | -6,019 | -100.0% | -0.11% | – |
| J | Exit | Jacobs Engineering Group, Inc. | $0 | – | -6,000 | -100.0% | -0.11% | – |
| IEZ | Exit | US Oil Equipment & Services (ietf | $0 | – | -6,155 | -100.0% | -0.15% | – |
| EWX | Exit | Emerging Markets Small Cap (SPetf | $0 | – | -8,750 | -100.0% | -0.16% | – |
| ON | Exit | ON Semiconductor Corp | $0 | – | -49,175 | -100.0% | -0.17% | – |
| SNA | Exit | Snap On, Inc. | $0 | – | -4,110 | -100.0% | -0.19% | – |
| HAL | Exit | Halliburton Company | $0 | – | -16,984 | -100.0% | -0.41% | – |
| Exit | US Silica Holdings Inc | $0 | – | -18,272 | -100.0% | -0.43% | – | |
| WAG | Exit | Walgreen Co. | $0 | – | -123,233 | -100.0% | -2.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-06
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.