$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 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DDM | Dow Industrialsetf | $723,000 | +9.4% | 5,370 | 0.0% | 0.25% | +0.8% | |
| MVV | MidCap 400etf | $711,000 | +12.1% | 9,660 | 0.0% | 0.25% | +2.9% | |
| PM | Phillip Morris International | $681,000 | -2.3% | 8,361 | 0.0% | 0.24% | -10.3% | |
| D | Dominion Resources, Inc. VA Ne | $638,000 | +11.3% | 8,299 | 0.0% | 0.22% | +2.3% | |
| PKI | Perkinelmer, Inc. | $608,000 | +0.3% | 13,900 | 0.0% | 0.21% | -7.9% | |
| WFBI | WashingtonFirst Bankshares Inc | $392,000 | +0.8% | 25,940 | 0.0% | 0.14% | -7.5% | |
| EMN | Eastman Chemical Co. | $303,000 | -6.5% | 4,000 | 0.0% | 0.10% | -13.9% | |
| Underground SLTNS Inc | $2,000 | 0.0% | 12,800 | 0.0% | 0.00% | 0.0% | ||
| CNWHF | China Networks International | $0 | – | 15,209 | 0.0% | 0.00% | – |
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.