TOTH FINANCIAL ADVISORY CORP Q2 2020 Filing

Filed July 14, 2020

Portfolio Value

$461.8M

Holdings

556

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (556 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
85,663$17.4M3.78%
2
QLDPROSHARES TR
100,786$14.9M3.22%
3
XLKSELECT SECTOR SPDR TR
122,324$12.8M2.77%
4
ABTABBOTT LABS
135,486$12.4M2.68%
5
FISVFISERV INC
124,438$12.1M2.63%
6
AAPLAPPLE INC
30,229$11.0M2.39%
7
CSCOCISCO SYS INC
233,066$10.9M2.35%
8
SYKSTRYKER CORPORATION
59,388$10.7M2.32%
9
USTBVICTORY PORTFOLIOS II
205,868$10.6M2.29%
10
JNJJOHNSON & JOHNSON
62,117$8.7M1.89%
11
NOBLPROSHARES TR
125,024$8.4M1.82%
12
ECLECOLAB INC
42,090$8.4M1.81%
13
IBBISHARES TR
57,181$7.8M1.69%
14
ABBVABBVIE INC
74,937$7.4M1.59%Call
15
DISDISNEY WALT CO
64,821$7.2M1.57%
16
SYYSYSCO CORP
121,547$6.6M1.44%
17
VVISA INC
34,109$6.6M1.43%
18
REGLPROSHARES TR
123,873$6.5M1.41%
19
MDLZMONDELEZ INTL INC
126,846$6.5M1.40%
20
PEPPEPSICO INC
48,303$6.4M1.38%
21
AMGNAMGEN INC
25,941$6.1M1.33%
22
SOXXISHARES TR
22,480$6.1M1.32%
23
EFXEQUIFAX INC
35,164$6.0M1.31%
24
MAMASTERCARD INCORPORATED
20,270$6.0M1.30%
25
SHWSHERWIN WILLIAMS CO
10,213$5.9M1.28%
26
BDXBECTON DICKINSON & CO
24,243$5.8M1.26%
27
TROWPRICE T ROWE GROUP INC
46,748$5.8M1.25%
28
MDTMEDTRONIC PLC
62,784$5.8M1.25%
29
SMDVPROSHARES TR
117,377$5.7M1.23%
30
DGXQUEST DIAGNOSTICS INC
49,295$5.6M1.22%
31
CLXCLOROX CO DEL
24,045$5.3M1.14%
32
PGPROCTER AND GAMBLE CO
44,100$5.3M1.14%
33
WMTWALMART INC
43,459$5.2M1.13%Call
34
ORCLORACLE CORP
90,868$5.0M1.09%
35
INTCINTEL CORP
79,087$4.7M1.02%
36
ROMPROSHARES TR
24,903$4.6M1.01%
37
DDOMINION ENERGY INC
55,905$4.5M0.98%
38
UNHUNITEDHEALTH GROUP INC
14,942$4.4M0.95%
39
CLCOLGATE PALMOLIVE CO
57,842$4.2M0.92%
40
MCDMCDONALDS CORP
22,572$4.2M0.90%
41
KMBKIMBERLY CLARK CORP
29,143$4.1M0.89%
42
NDQINVESCO QQQ TR
16,425$4.1M0.88%
43
GISGENERAL MLS INC
65,319$4.0M0.87%
44
CHDCHURCH & DWIGHT INC
51,103$4.0M0.86%
45
XLYSELECT SECTOR SPDR TR
30,592$3.9M0.85%
46
SSOPROSHARES TR
31,176$3.9M0.84%
47
XLFISELECT SECTOR SPDR TR
58,626$3.4M0.74%
48
MCXMCCORMICK & CO INC
18,700$3.4M0.73%
49
PGXINVESCO EXCH TRADED FD TR II
231,870$3.3M0.71%
50
CVSCVS HEALTH CORP
49,867$3.2M0.70%Call
51
HRLHORMEL FOODS CORP
66,958$3.2M0.70%
52
XLVSELECT SECTOR SPDR TR
31,533$3.2M0.68%
53
FDNFIRST TR NASDAQ-100 TECH IND
18,263$3.1M0.67%
54
FASTFASTENAL CO
67,197$2.9M0.62%
55
KOCOCA COLA CO
63,945$2.9M0.62%
56
AMZNAMAZON COM INC
1,014$2.8M0.61%
57
UITBVICTORY PORTFOLIOS II
51,367$2.8M0.60%
58
SBUXSTARBUCKS CORP
36,736$2.7M0.59%
59
LOWLOWES COS INC
20,000$2.7M0.59%
60
ADPAUTOMATIC DATA PROCESSING IN
17,370$2.6M0.56%
61
BMYBRISTOL-MYERS SQUIBB CO
43,702$2.6M0.56%
62
TQQQPROSHARES TR
25,732$2.5M0.54%
63
AFLAFLAC INC
63,323$2.3M0.49%
64
UYGPROSHARES TR
77,947$2.3M0.49%
65
GWWGRAINGER W W INC
6,980$2.2M0.47%
66
SJMSMUCKER J M CO
19,433$2.1M0.45%
67
IBMINTERNATIONAL BUSINESS MACHS
16,131$1.9M0.42%
68
DHRDANAHER CORPORATION
10,935$1.9M0.42%
69
URTYPROSHARES TR
57,018$1.9M0.40%
70
XHBSPDR SER TR
42,110$1.8M0.40%
71
XLISELECT SECTOR SPDR TR
26,378$1.8M0.39%
72
BIBPROSHARES TR
24,812$1.8M0.39%
73
XLFSELECT SECTOR SPDR TR
72,932$1.7M0.37%
74
HSYHERSHEY CO
12,838$1.7M0.36%
75
KELKELLOGG CO
25,008$1.7M0.36%
76
TRUTRANSUNION
18,360$1.6M0.35%
77
GDGENERAL DYNAMICS CORP
10,381$1.6M0.34%
78
NVDANVIDIA CORPORATION
4,000$1.5M0.33%
79
MCKMCKESSON CORP
9,213$1.4M0.31%
80
BF/BBROWN FORMAN CORP
21,818$1.4M0.30%
81
VOOVANGUARD INDEX FDS
4,871$1.4M0.30%
82
WBAWALGREENS BOOTS ALLIANCE INC
31,343$1.3M0.29%
83
VRTXVERTEX PHARMACEUTICALS INC
4,503$1.3M0.28%
84
MMM3M CO
8,040$1.3M0.27%
85
SPYSPDR S&P 500 ETF TR
4,034$1.2M0.27%
86
NOWSERVICENOW INC
2,949$1.2M0.26%
87
KIESPDR SER TR
42,659$1.2M0.25%
88
CIENCIENA CORP
20,540$1.1M0.24%
89
NKENIKE INC
11,218$1.1M0.24%
90
XLCSELECT SECTOR SPDR TR
19,989$1.1M0.23%
91
ADBEADOBE INC
2,424$1.1M0.23%
92
AMDADVANCED MICRO DEVICES INC
19,685$1.0M0.22%Call
93
EDCDIREXION SHS ETF TR
22,645$1.0M0.22%
94
VNQVANGUARD INDEX FDS
12,077$948K0.21%
95
STZCONSTELLATION BRANDS INC
5,411$947K0.21%
96
BABOEING CO
5,037$923K0.20%
97
WTRGESSENTIAL UTILS INC
21,854$923K0.20%
98
NBIXNEUROCRINE BIOSCIENCES INC
7,335$895K0.19%
99
HONHONEYWELL INTL INC
6,098$882K0.19%
100
PCRXPACIRA BIOSCIENCES
14,740$773K0.17%
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