TOTH FINANCIAL ADVISORY CORP Q1 2023 Filing

Filed April 24, 2023

Portfolio Value

$641.2B

Holdings

805

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (805 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
70,828$20.4B3.18%
2
AAPLAPPLE INC
101,178$16.7B2.60%
3
SYKSTRYKER CORPORATION
56,110$16.0B2.50%
4
FISVFISERV INC
140,216$15.8B2.47%
5
NOBLPROSHARES TR
173,137$15.8B2.46%
6
REGLPROSHARES TR
196,302$13.9B2.17%
7
VVISA INC
51,653$11.6B1.82%
8
CSCOCISCO SYS INC
222,415$11.6B1.81%
9
QLDPROSHARES TR
230,688$11.4B1.78%
10
SMDVPROSHARES TR
175,458$10.7B1.67%
11
ABTABBOTT LABS
103,718$10.5B1.64%
12
MDLZMONDELEZ INTL INC
148,954$10.4B1.62%
13
JNJJOHNSON & JOHNSON
63,789$9.9B1.54%
14
JMSBJOHN MARSHALL BANCORP INC
434,943$9.4B1.47%
15
SYYSYSCO CORP
121,553$9.4B1.46%
16
GWWGRAINGER W W INC
13,430$9.3B1.44%
17
UNHUNITEDHEALTH GROUP INC
19,279$9.1B1.42%
18
PEPPEPSICO INC
49,949$9.1B1.42%
19
MAMASTERCARD INCORPORATED
24,942$9.1B1.41%
20
ORCLORACLE CORP
94,437$8.8B1.37%
21
LOWLOWES COS INC
42,798$8.6B1.33%
22
XLKSELECT SECTOR SPDR TR
54,950$8.3B1.29%
23
MCDMCDONALDS CORP
29,005$8.1B1.26%
24
SSOPROSHARES TR
160,807$8.1B1.26%
25
XLVSELECT SECTOR SPDR TR
62,075$8.0B1.25%
26
USTBVICTORY PORTFOLIOS II
160,930$7.9B1.23%
27
ABBVABBVIE INC
48,447$7.7B1.20%
28
WMTWALMART INC
50,868$7.5B1.17%
29
XLISELECT SECTOR SPDR TR
71,409$7.2B1.13%
30
AMGNAMGEN INC
28,462$6.9B1.07%
31
BMYBRISTOL-MYERS SQUIBB CO
96,496$6.7B1.04%
32
EFXEQUIFAX INC
32,603$6.6B1.03%
33
SHWSHERWIN WILLIAMS CO
29,367$6.6B1.03%
34
ECLECOLAB INC
39,863$6.6B1.03%
35
CVSCVS HEALTH CORP
88,380$6.6B1.02%
36
GISGENERAL MLS INC
76,566$6.5B1.02%
37
PGPROCTER AND GAMBLE CO
43,451$6.5B1.01%
38
XLESELECT SECTOR SPDR TR
76,011$6.3B0.98%
39
NDQINVESCO QQQ TR
18,000$5.8B0.90%
40
MCKMCKESSON CORP
16,138$5.7B0.90%
41
BDXBECTON DICKINSON & CO
23,082$5.7B0.89%
42
DISDISNEY WALT CO
55,714$5.6B0.87%
43
IBMINTERNATIONAL BUSINESS MACHS
42,170$5.5B0.86%
44
AZOAUTOZONE INC
2,207$5.4B0.85%
45
TROWPRICE T ROWE GROUP INC
47,514$5.4B0.84%
46
KOCOCA COLA CO
86,063$5.3B0.83%
47
AFLAFLAC INC
80,533$5.2B0.81%
48
BLKCHFBLACKROCK INC
7,511$5.0B0.78%
49
SOXXISHARES TR
11,173$5.0B0.77%
50
SJMSMUCKER J M CO
31,384$4.9B0.77%
51
SBUXSTARBUCKS CORP
46,212$4.8B0.75%
52
GDGENERAL DYNAMICS CORP
21,005$4.8B0.75%
53
MDTMEDTRONIC PLC
58,520$4.7B0.74%
54
ADPAUTOMATIC DATA PROCESSING IN
19,778$4.4B0.69%
55
CLCOLGATE PALMOLIVE CO
57,919$4.4B0.68%
56
KMBKIMBERLY-CLARK CORP
31,514$4.2B0.66%
57
DGXQUEST DIAGNOSTICS INC
29,704$4.2B0.66%
58
ORLYOREILLY AUTOMOTIVE INC
4,833$4.1B0.64%
59
CHDCHURCH & DWIGHT CO INC
45,851$4.1B0.63%
60
IBBISHARES TR
30,801$4.0B0.62%
61
CDWCDW CORP
20,015$3.9B0.61%
62
ROMPROSHARES TR
111,769$3.9B0.61%
63
XLFSELECT SECTOR SPDR TR
119,850$3.9B0.60%Call
64
UYGPROSHARES TR
90,399$3.8B0.60%
65
HSYHERSHEY CO
14,852$3.8B0.59%
66
STZCONSTELLATION BRANDS INC
16,094$3.6B0.57%
67
GOOGLALPHABET INC
33,857$3.5B0.55%
68
FASTFASTENAL CO
64,433$3.5B0.54%
69
XLYSELECT SECTOR SPDR TR
23,164$3.5B0.54%
70
XLUSELECT SECTOR SPDR TR
47,648$3.2B0.50%
71
TQQQPROSHARES TR
111,963$3.2B0.49%
72
MCXMCCORMICK & CO INC
33,736$2.8B0.44%
73
DDOMINION ENERGY INC
49,670$2.8B0.43%
74
TRUTRANSUNION
41,745$2.6B0.40%
75
URTYPROSHARES TR
68,512$2.6B0.40%
76
JJACOBS SOLUTIONS INC
21,877$2.6B0.40%
77
HDHOME DEPOT INC
8,240$2.4B0.38%
78
XLFISELECT SECTOR SPDR TR
31,714$2.4B0.37%
79
MMM3M CO
21,902$2.3B0.36%
80
XFEBFIRST TR EXCH TRADED FD III
143,020$2.3B0.36%
81
HRLHORMEL FOODS CORP
56,621$2.3B0.35%
82
WMWASTE MGMT INC DEL
13,261$2.2B0.34%
83
KELKELLOGG CO
31,880$2.1B0.33%
84
DHRDANAHER CORPORATION
8,286$2.1B0.33%
85
SPYSPDR S&P 500 ETF TR
5,042$2.1B0.32%
86
HONHONEYWELL INTL INC
10,749$2.1B0.32%
87
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
33,165$2.0B0.32%
88
SOXLDIREXION SHS ETF TR
107,941$2.0B0.31%
89
STIPISHARES TR
18,734$1.9B0.29%
90
TSLATESLA INC
8,947$1.9B0.29%
91
CLXCLOROX CO DEL
10,802$1.7B0.27%
92
NKENIKE INC
13,807$1.7B0.26%
93
NVDANVIDIA CORPORATION
6,091$1.7B0.26%
94
UNPUNION PAC CORP
8,336$1.7B0.26%
95
XHBSPDR SER TR
23,371$1.6B0.25%
96
XLBSELECT SECTOR SPDR TR
19,448$1.6B0.24%
97
BF/BBROWN FORMAN CORP
23,512$1.5B0.24%
98
FDNFIRST TR EXCHANGE-TRADED FD
9,980$1.5B0.23%
99
UPROPROSHARES TR
37,267$1.4B0.22%
100
TSCOTRACTOR SUPPLY CO
5,659$1.3B0.21%
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