TOTH FINANCIAL ADVISORY CORP Q1 2022 Filing

Filed April 26, 2022

Portfolio Value

$669.3M

Holdings

723

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (723 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
68,966$21.3M3.18%
2
XLKSELECT SECTOR SPDR TR
106,665$17.0M2.53%
3
AAPLAPPLE INC
95,800$16.7M2.50%
4
SYKSTRYKER CORPORATION
58,442$15.6M2.33%
5
QLDPROSHARES TR
216,789$15.6M2.33%
6
NOBLPROSHARES TR
157,137$14.9M2.23%
7
FISVFISERV INC
131,641$13.3M1.99%Call
8
ABTABBOTT LABS
109,132$12.9M1.93%
9
USTBVICTORY PORTFOLIOS II
256,624$12.8M1.91%
10
ABBVABBVIE INC
75,838$12.3M1.84%
11
CSCOCISCO SYS INC
216,324$12.1M1.80%
12
REGLPROSHARES TR
163,220$11.8M1.76%
13
JNJJOHNSON & JOHNSON
64,399$11.4M1.71%
14
SYYSYSCO CORP
119,592$9.8M1.46%
15
SOXXISHARES TR
20,587$9.7M1.46%
16
UNHUNITEDHEALTH GROUP INC
18,127$9.2M1.38%
17
MDLZMONDELEZ INTL INC
145,451$9.1M1.36%
18
SMDVPROSHARES TR
141,117$9.1M1.36%
19
XLFSELECT SECTOR SPDR TR
226,314$8.7M1.30%
20
PEPPEPSICO INC
50,738$8.5M1.27%
21
SSOPROSHARES TR
128,749$8.4M1.26%
22
CVSCVS HEALTH CORP
81,555$8.3M1.23%
23
TROWPRICE T ROWE GROUP INC
54,298$8.2M1.23%
24
VVISA INC
37,012$8.2M1.23%
25
MAMASTERCARD INCORPORATED
22,177$7.9M1.18%
26
XLVSELECT SECTOR SPDR TR
57,518$7.9M1.18%
27
DISDISNEY WALT CO
56,631$7.8M1.16%Call
28
MDTMEDTRONIC PLC
66,937$7.4M1.11%
29
EFXEQUIFAX INC
30,942$7.3M1.10%
30
WMTWALMART INC
47,371$7.1M1.05%
31
ECLECOLAB INC
39,804$7.0M1.05%
32
SHWSHERWIN WILLIAMS CO
28,015$7.0M1.04%
33
XLISELECT SECTOR SPDR TR
67,523$7.0M1.04%
34
DGXQUEST DIAGNOSTICS INC
50,209$6.9M1.03%
35
GWWGRAINGER W W INC
13,124$6.8M1.01%
36
MCDMCDONALDS CORP
27,135$6.7M1.00%
37
BMYBRISTOL-MYERS SQUIBB CO
91,388$6.7M1.00%Call
38
LOWLOWES COS INC
32,358$6.5M0.98%
39
PGPROCTER AND GAMBLE CO
42,531$6.5M0.97%
40
UYGPROSHARES TR
102,399$6.5M0.97%
41
MCKMCKESSON CORP
20,264$6.2M0.93%
42
ORCLORACLE CORP
74,835$6.2M0.93%
43
BDXBECTON DICKINSON & CO
23,196$6.2M0.92%
44
XLYSELECT SECTOR SPDR TR
33,158$6.1M0.92%
45
ROMPROSHARES TR
119,189$6.0M0.89%
46
AMGNAMGEN INC
23,927$5.8M0.86%
47
GISGENERAL MLS INC
83,882$5.7M0.85%
48
XLESELECT SECTOR SPDR TR
73,558$5.6M0.84%
49
XLFISELECT SECTOR SPDR TR
67,618$5.1M0.77%
50
BLKCHFBLACKROCK INC
6,596$5.0M0.75%
51
CHDCHURCH & DWIGHT CO INC
50,374$5.0M0.75%
52
XLBSELECT SECTOR SPDR TR
56,435$5.0M0.74%
53
AFLAFLAC INC
75,045$4.8M0.72%
54
KOCOCA COLA CO
76,661$4.8M0.71%
55
DDOMINION ENERGY INC
51,335$4.4M0.65%
56
CLCOLGATE PALMOLIVE CO
57,217$4.3M0.65%
57
NDQINVESCO QQQ TR
11,530$4.2M0.62%
58
IBMINTERNATIONAL BUSINESS MACHS
31,494$4.1M0.61%
59
SJMSMUCKER J M CO
28,542$3.9M0.58%
60
GDGENERAL DYNAMICS CORP
15,645$3.8M0.56%
61
ADPAUTOMATIC DATA PROCESSING IN
16,041$3.6M0.55%
62
TQQQPROSHARES TR
62,447$3.6M0.54%
63
FASTFASTENAL CO
60,459$3.6M0.54%
64
MCXMCCORMICK & CO INC
34,106$3.4M0.51%
65
XFEBFIRST TR EXCH TRADED FD III
177,726$3.4M0.51%
66
SBUXSTARBUCKS CORP
37,124$3.4M0.50%
67
KMBKIMBERLY-CLARK CORP
27,178$3.3M0.50%
68
MMM3M CO
22,442$3.3M0.50%
69
HSYHERSHEY CO
14,714$3.2M0.48%
70
IBBISHARES TR
24,276$3.2M0.47%
71
STZCONSTELLATION BRANDS INC
13,540$3.1M0.47%
72
URTYPROSHARES TR
39,234$3.0M0.44%
73
HRLHORMEL FOODS CORP
55,151$2.8M0.42%
74
CLXCLOROX CO DEL
19,566$2.7M0.41%
75
XLUSELECT SECTOR SPDR TR
34,262$2.6M0.38%
76
TSLATESLA INC
2,285$2.5M0.37%
77
TRUTRANSUNION
23,792$2.5M0.37%
78
ERXDIREXION SHS ETF TR
42,739$2.4M0.35%
79
STIPISHARES TR
21,745$2.3M0.34%
80
WBAWALGREENS BOOTS ALLIANCE INC
50,241$2.2M0.34%
81
DUSLDIREXION SHS ETF TR
49,515$2.1M0.31%
82
DHRDANAHER CORPORATION
7,001$2.1M0.31%
83
FDNFIRST TR EXCHANGE-TRADED FD
10,834$2.0M0.30%
84
FANGDIAMONDBACK ENERGY INC
14,810$2.0M0.30%
85
XHBSPDR SER TR
31,408$2.0M0.30%
86
SPYSPDR S&P 500 ETF TR
4,376$2.0M0.30%
87
AMZNAMAZON COM INC
597$1.9M0.29%
88
KELKELLOGG CO
29,615$1.9M0.29%
89
SOXLDIREXION SHS ETF TR
47,146$1.8M0.27%
90
UITBVICTORY PORTFOLIOS II
36,443$1.8M0.27%
91
INTCINTEL CORP
35,472$1.8M0.26%
92
UPROPROSHARES TR
27,138$1.7M0.26%
93
EDCDIREXION SHS ETF TR
31,386$1.7M0.26%
94
HONHONEYWELL INTL INC
8,680$1.7M0.25%
95
AZOAUTOZONE INC
794$1.6M0.24%
96
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
17,972$1.6M0.24%
97
JECUSDJACOBS ENGR GROUP INC
11,228$1.5M0.23%
98
GOOGLALPHABET INC
529$1.5M0.22%
99
VFCV F CORP
24,803$1.4M0.21%Call
100
UDOWPROSHARES TR
18,520$1.3M0.20%
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