TOTH FINANCIAL ADVISORY CORP Q2 2017 Filing

Filed July 5, 2017

Portfolio Value

$382.9M

Holdings

131

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
SYKStryker Corporation
72,351$10.0M2.62%
2
FISVFiserv, Inc.
81,414$10.0M2.60%
3
MSFTMicrosoft Corporation
142,206$9.8M2.56%
4
WBAWalgreen Boots Alliance
110,871$8.7M2.27%
5
Cisco Systems, Inc.
267,933$8.4M2.19%
6
XLKTechnology (SPDR)
151,798$8.3M2.17%
7
XLYConsumer Discretionary (SPDR)
89,326$8.0M2.09%
8
XLIIndustrials (SPDR)
109,708$7.5M1.95%
9
DISWalt Disney Co.
69,880$7.4M1.94%
10
CVSCVS Corporation DEL
89,308$7.2M1.88%
11
JNJJohnson & Johnson
54,289$7.2M1.88%
12
IYTDJ Transportation (iShares)
41,638$7.2M1.87%
13
ABTAbbott Laboratories
144,021$7.0M1.83%
14
GEGeneral Electric Company
256,881$6.9M1.81%
15
QLDQQQ (ProShares Ultra)
59,535$6.9M1.79%
16
ECLEcolab Inc.
51,423$6.8M1.78%
17
DGXQuest Diagnostic, Inc.
59,838$6.7M1.74%
18
XLFFinancials (SPDR)
262,507$6.5M1.69%
19
EFXEquifax Inc.
46,995$6.5M1.69%
20
PEPPepsico, Inc.
54,931$6.3M1.66%
21
SYYSysco Corporation
124,999$6.3M1.64%
22
SSOS&P 500 (ProShares Ultra)
66,189$5.9M1.55%
23
XHBS&P Homebuilders (SPDR)
144,634$5.6M1.46%
24
IBBNasdaq Biotechnology (iShares)
17,534$5.4M1.42%
25
PGProcter & Gamble
60,897$5.3M1.39%
26
CLColgate-Palmolive
70,812$5.2M1.37%
27
XLVHealthcare (SPDR)
66,039$5.2M1.37%
28
REGLProShares S&P MidCap 400 Divid
99,783$5.1M1.34%
29
UYGFinancials (ProShares Ultra)
49,013$5.1M1.33%
30
KIEKBW Insurance (SPDR)
55,670$4.9M1.28%
31
ABBVAbbvie Inc
66,845$4.8M1.27%
32
MDLZMondelez International, Inc.
111,077$4.8M1.25%
33
BDXBecton, Dickinson and Company
24,261$4.7M1.24%
34
JMSBJohn Marshall Bancorp
219,228$4.5M1.19%
35
PDCOEURPatterson Companies
94,310$4.4M1.16%
36
SMDVProshares Russell 2000 Dividen
80,432$4.4M1.14%
37
FDNDJ Internet (First Trust)
46,183$4.4M1.14%
38
MDTMedtronic, Inc.
49,064$4.4M1.14%
39
SOXXS&P GSSI Semiconductor (iShare
29,472$4.1M1.08%
40
AFLAFLAC, Inc.
52,834$4.1M1.07%
41
CLXClorox Company
30,366$4.0M1.06%
42
MCDMcDonalds Corporation
26,296$4.0M1.05%
43
NOBLS&P 500 Aristocrats (ProShares
68,309$3.9M1.03%
44
VNQREIT (Vanguard)
47,405$3.9M1.03%
45
IYZDJ US Telecom (iShares)
112,009$3.6M0.94%
46
XLUUtilities (SPDR)
68,318$3.5M0.93%
47
KOCoca Cola Co
78,485$3.5M0.92%
48
XLFIConsumer Staples (SPDR)
63,400$3.5M0.91%
49
KMBKimberly-Clark Corporation
25,953$3.4M0.88%
50
KBES&P Bank (SPDR)
76,165$3.3M0.87%
51
XRTRetail (SPDR)
78,305$3.2M0.83%
52
WMTWal-Mart Stores
41,635$3.2M0.82%
53
AAOIApplied Optoelectronics, Inc.
50,150$3.1M0.81%
54
AAPLApple Computer, Inc.
21,053$3.0M0.79%
55
VVisa Inc. CLass A
30,189$2.8M0.74%
56
ROMTechnology (ProShares Ultra)
21,091$2.8M0.72%
57
CHDChurch & Dwight Co., Inc.
51,335$2.7M0.70%
58
SHWSherwin Williams Co.
7,334$2.6M0.67%
59
HRLHormel Foods Corporation
69,933$2.4M0.62%
60
IBMInternational Business Machine
14,988$2.3M0.60%
61
SOXLSemiconductor 3x (Direxion)
28,190$2.3M0.60%
62
MAMastercard Inc.
18,876$2.3M0.60%
63
GISGeneral Mills, Inc.
40,457$2.2M0.59%
64
Preferred Stocks (PowerShares)
144,198$2.2M0.57%
65
AMGNAmgen Incorporated
12,326$2.1M0.55%
66
MCXMcCormick & Co., Inc.
21,264$2.1M0.54%
67
TQQQNasdaq 100 Ultra (ProShares)
20,668$2.0M0.53%
68
KHCKraft Heinz Co
22,026$1.9M0.49%
69
Express Scripts, Inc. Cl A
28,470$1.8M0.47%
70
VOMid-Cap (Vanguard)
12,477$1.8M0.46%
71
ORCLOracle Corporation
34,210$1.7M0.45%
72
KELKellogg Co.
24,099$1.7M0.44%
73
EDCDirexion SHS ETF New Daily Eme
18,625$1.6M0.42%
74
XLEEnergy (SPDR)
23,657$1.5M0.40%
75
EGBNEagle Bancorp, Inc MD
23,829$1.5M0.39%
76
TROWT. Rowe Price Group, Inc.
18,659$1.4M0.36%
77
IWCRussell Microcap (iShares)
15,393$1.4M0.36%
78
SJMSmucker J.M. Company
10,963$1.3M0.34%
79
BABoeing Corporation
5,947$1.2M0.31%
80
BIBNasdaq Biotechnology Ultra (Pr
21,990$1.2M0.31%
81
XLBMaterials (SPDR)
21,765$1.2M0.31%
82
FLEXFlextronics International LTD
65,308$1.1M0.28%
83
DDMDow Industrials 2X
10,740$1.1M0.27%
84
Aqua America Inc.
30,183$1.0M0.26%
85
GOOGAlphabet Inc. Class C
1,102$1.0M0.26%
86
XMEMetals & Mining (SPDR)
31,242$936K0.24%
87
4I1Phillip Morris International
7,878$925K0.24%
88
BF/BBrown-Forman Corporation
18,443$896K0.23%
89
INTCIntel Corporation
26,525$895K0.23%
90
METAFacebook Inc Class A
5,902$891K0.23%
91
ICLRICON PLC ADS
8,930$873K0.23%
92
EPAMEPAM Systems Inc
10,010$842K0.22%
93
ONON Semiconductor Corp
56,965$800K0.21%
94
SCHWSchwab & Co., Charles
18,105$778K0.20%
95
DHRDanaher Corp. Del
9,165$773K0.20%
96
ESNTEssent Group Ltd.
19,925$740K0.19%
97
Ferro Corporation
40,155$734K0.19%
98
RXLProShares Ultra Health Care
9,095$728K0.19%
99
MOAltria Group, Inc.
9,511$708K0.18%
100
QQQ (PowerShares)
4,800$661K0.17%
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