TOTH FINANCIAL ADVISORY CORP Q2 2021 Filing

Filed July 26, 2021

Portfolio Value

$654.8M

Holdings

696

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (696 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
72,217$19.6M2.99%
2
USTBVICTORY PORTFOLIOS II
357,408$18.6M2.83%
3
QLDPROSHARES TR
243,304$17.5M2.67%
4
XLKSELECT SECTOR SPDR TR
112,881$16.7M2.55%
5
SYKSTRYKER CORPORATION
59,172$15.4M2.35%
6
ABTABBOTT LABS
120,239$13.9M2.13%
7
AAPLAPPLE INC
99,579$13.6M2.08%
8
NOBLPROSHARES TR
149,454$13.5M2.07%
9
FISVFISERV INC
124,596$13.3M2.03%Call
10
CSCOCISCO SYS INC
216,057$11.5M1.75%
11
REGLPROSHARES TR
151,999$10.8M1.66%
12
JNJJOHNSON & JOHNSON
64,532$10.6M1.62%
13
TROWPRICE T ROWE GROUP INC
53,170$10.5M1.61%
14
IBBISHARES TR
61,480$10.1M1.54%
15
DISDISNEY WALT CO
56,253$9.9M1.51%
16
SOXXISHARES TR
20,326$9.2M1.41%
17
SYYSYSCO CORP
118,315$9.2M1.40%
18
ABBVABBVIE INC
81,501$9.2M1.40%
19
MDLZMONDELEZ INTL INC
139,162$8.7M1.33%
20
VVISA INC
37,097$8.7M1.32%
21
ECLECOLAB INC
41,426$8.5M1.30%
22
SMDVPROSHARES TR
133,908$8.5M1.30%
23
MDTMEDTRONIC PLC
66,233$8.2M1.26%
24
SHWSHERWIN WILLIAMS CO
29,551$8.1M1.23%Call
25
EFXEQUIFAX INC
33,261$8.0M1.22%
26
MAMASTERCARD INCORPORATED
21,585$7.9M1.20%
27
PEPPEPSICO INC
50,657$7.5M1.15%
28
ORCLORACLE CORP
91,809$7.1M1.09%
29
UNHUNITEDHEALTH GROUP INC
17,469$7.0M1.07%
30
DGXQUEST DIAGNOSTICS INC
52,353$6.9M1.06%
31
SSOPROSHARES TR
57,362$6.8M1.05%
32
AMGNAMGEN INC
27,771$6.8M1.03%
33
XLFSELECT SECTOR SPDR TR
184,046$6.8M1.03%
34
XLVSELECT SECTOR SPDR TR
53,093$6.7M1.02%
35
XLISELECT SECTOR SPDR TR
64,632$6.6M1.01%
36
FDNFIRST TR EXCHANGE-TRADED FD
26,666$6.5M1.00%
37
CVSCVS HEALTH CORP
77,520$6.5M0.99%
38
ROMPROSHARES TR
65,157$6.3M0.96%
39
WMTWALMART INC
44,223$6.2M0.95%
40
MCDMCDONALDS CORP
26,723$6.2M0.94%
41
XLYSELECT SECTOR SPDR TR
33,165$5.9M0.90%
42
PGPROCTER AND GAMBLE CO
43,640$5.9M0.90%
43
LOWLOWES COS INC
30,165$5.9M0.89%
44
UYGPROSHARES TR
94,143$5.8M0.89%
45
BDXBECTON DICKINSON & CO
23,344$5.7M0.87%
46
GWWGRAINGER W W INC
11,689$5.1M0.78%
47
BMYBRISTOL-MYERS SQUIBB CO
76,500$5.1M0.78%
48
BLKCHFBLACKROCK INC
5,768$5.0M0.77%
49
IBMINTERNATIONAL BUSINESS MACHS
32,409$4.8M0.73%
50
XLCSELECT SECTOR SPDR TR
58,139$4.7M0.72%
51
NDQINVESCO QQQ TR
13,073$4.6M0.71%
52
CLCOLGATE PALMOLIVE CO
55,896$4.5M0.69%
53
XLFISELECT SECTOR SPDR TR
64,662$4.5M0.69%
54
CHDCHURCH & DWIGHT INC
51,229$4.4M0.67%
55
GISGENERAL MLS INC
68,208$4.2M0.63%
56
SBUXSTARBUCKS CORP
35,345$4.0M0.60%
57
UITBVICTORY PORTFOLIOS II
72,460$3.9M0.59%
58
DDOMINION ENERGY INC
51,898$3.8M0.58%
59
PGXINVESCO EXCH TRADED FD TR II
243,500$3.7M0.57%
60
CLXCLOROX CO DEL
20,657$3.7M0.57%
61
FASTFASTENAL CO
70,529$3.7M0.56%
62
MMM3M CO
18,397$3.7M0.56%
63
MCKMCKESSON CORP
19,099$3.7M0.56%
64
KOCOCA COLA CO
67,260$3.6M0.56%
65
URTYPROSHARES TR
30,223$3.5M0.54%
66
STZCONSTELLATION BRANDS INC
14,654$3.4M0.52%
67
ADPAUTOMATIC DATA PROCESSING IN
17,215$3.4M0.52%
68
TLSTELOS CORP MD
100,075$3.4M0.52%
69
KMBKIMBERLY-CLARK CORP
25,383$3.4M0.52%
70
WBAWALGREENS BOOTS ALLIANCE INC
64,075$3.4M0.51%
71
EDCDIREXION SHS ETF TR
30,876$3.3M0.51%
72
TQQQPROSHARES TR
26,576$3.3M0.50%
73
XLBSELECT SECTOR SPDR TR
39,268$3.2M0.49%
74
MCXMCCORMICK & CO INC
35,195$3.1M0.47%
75
SJMSMUCKER J M CO
23,316$3.0M0.46%
76
HRLHORMEL FOODS CORP
57,222$2.7M0.42%
77
XHBSPDR SER TR
36,410$2.7M0.41%
78
HSYHERSHEY CO
14,885$2.6M0.40%
79
ERXDIREXION SHS ETF TR
89,651$2.5M0.39%
80
TRUTRANSUNION
21,781$2.4M0.37%
81
DUSLDIREXION SHS ETF TR
54,245$2.4M0.36%
82
SPYSPDR S&P 500 ETF TR
5,283$2.3M0.35%
83
INTCINTEL CORP
39,416$2.2M0.34%
84
DHRDANAHER CORPORATION
8,136$2.2M0.33%
85
GDGENERAL DYNAMICS CORP
11,288$2.1M0.32%
86
SCHOSCHWAB STRATEGIC TR
38,763$2.0M0.30%
87
SOXLDIREXION SHS ETF TR
43,870$2.0M0.30%
88
AMZNAMAZON COM INC
540$1.9M0.28%
89
VFCV F CORP
22,529$1.8M0.28%
90
HONHONEYWELL INTL INC
8,307$1.8M0.28%
91
XLESELECT SECTOR SPDR TR
33,114$1.8M0.27%Call
92
AFLAFLAC INC
30,400$1.6M0.25%
93
UPROPROSHARES TR
14,108$1.6M0.24%
94
KELKELLOGG CO
24,513$1.6M0.24%
95
VRTSVIRTUS INVT PARTNERS INC
5,645$1.6M0.24%
96
XLUSELECT SECTOR SPDR TR
24,693$1.6M0.24%
97
NKENIKE INC
10,051$1.6M0.24%
98
BIBPROSHARES TR
15,437$1.5M0.23%
99
MIDUDIREXION SHS ETF TR
22,933$1.4M0.22%
100
BACBK OF AMERICA CORP
33,646$1.4M0.21%
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