TOTH FINANCIAL ADVISORY CORP Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$857.2M
Holdings
718
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (718 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 62,507 | $31.1M | 3.63% | |
| 2 | FISVFISERV INC | 130,864 | $22.6M | 2.63% | |
| 3 | SYKSTRYKER CORPORATION | 51,205 | $20.3M | 2.36% | |
| 4 | QLDPROSHARES TR | 160,564 | $18.9M | 2.20% | |
| 5 | ORCLORACLE CORP | 83,465 | $18.2M | 2.13% | |
| 6 | AAPLAPPLE INC | 85,850 | $17.6M | 2.05% | |
| 7 | VVISA INC | 48,978 | $17.4M | 2.03% | |
| 8 | REGLPROSHARES TR | 208,751 | $17.0M | 1.99% | |
| 9 | NOBLPROSHARES TR | 163,308 | $16.4M | 1.92% | |
| 10 | MAMASTERCARD INCORPORATED | 26,980 | $15.2M | 1.77% | |
| 11 | GOOGLALPHABET INC | 84,947 | $15.0M | 1.75% | |
| 12 | CSCOCISCO SYS INC | 214,307 | $14.9M | 1.73% | |
| 13 | ABTABBOTT LABS | 108,213 | $14.7M | 1.72% | |
| 14 | SSOPROSHARES TR | 144,620 | $14.1M | 1.65% | |
| 15 | WMTWALMART INC | 128,687 | $12.6M | 1.47% | |
| 16 | SMDVPROSHARES TR | 191,474 | $12.5M | 1.45% | |
| 17 | XLFSELECT SECTOR SPDR TR | 233,282 | $12.2M | 1.43% | |
| 18 | XLKSELECT SECTOR SPDR TR | 47,461 | $12.0M | 1.40% | |
| 19 | MCKMCKESSON CORP | 15,962 | $11.7M | 1.36% | |
| 20 | BLKBLACKROCK INC | 11,028 | $11.6M | 1.35% | |
| 21 | GWWGRAINGER W W INC | 11,001 | $11.4M | 1.33% | |
| 22 | ECLECOLAB INC | 40,825 | $11.0M | 1.28% | |
| 23 | SYYSYSCO CORP | 139,276 | $10.5M | 1.23% | |
| 24 | SHWSHERWIN WILLIAMS CO | 30,235 | $10.4M | 1.21% | |
| 25 | JNJJOHNSON & JOHNSON | 65,537 | $10.0M | 1.17% | |
| 26 | AVGOBROADCOM INC | 35,377 | $9.8M | 1.14% | |
| 27 | AZOAUTOZONE INC | 2,549 | $9.5M | 1.10% | |
| 28 | EFXEQUIFAX INC | 35,294 | $9.2M | 1.07% | |
| 29 | LOWLOWES COS INC | 40,021 | $8.9M | 1.04% | |
| 30 | MDLZMONDELEZ INTL INC | 128,109 | $8.6M | 1.01% | |
| 31 | USTBVICTORY PORTFOLIOS II | 169,898 | $8.6M | 1.01% | |
| 32 | IBMINTERNATIONAL BUSINESS MACHS | 29,216 | $8.6M | 1.00% | |
| 33 | ABBVABBVIE INC | 45,238 | $8.4M | 0.98% | |
| 34 | MCDMCDONALDS CORP | 28,507 | $8.3M | 0.97% | |
| 35 | AFLAFLAC INC | 76,455 | $8.1M | 0.94% | |
| 36 | DISDISNEY WALT CO | 63,894 | $7.9M | 0.92% | |
| 37 | SOXXISHARES TR | 31,703 | $7.6M | 0.88% | |
| 38 | DDOMINION ENERGY INC | 132,095 | $7.5M | 0.87% | |
| 39 | JMSBJOHN MARSHALL BANCORP INC | 402,888 | $7.5M | 0.87% | |
| 40 | JJACOBS SOLUTIONS INC | 56,718 | $7.5M | 0.87% | |
| 41 | TRUTRANSUNION | 84,223 | $7.4M | 0.86% | |
| 42 | PGPROCTER AND GAMBLE CO | 45,519 | $7.3M | 0.85% | |
| 43 | AMGNAMGEN INC | 25,687 | $7.2M | 0.84% | |
| 44 | UITBVICTORY PORTFOLIOS II | 151,484 | $7.1M | 0.83% | |
| 45 | KOCOCA COLA CO | 100,330 | $7.1M | 0.83% | |
| 46 | FASTFASTENAL CO | 165,989 | $7.0M | 0.81% | |
| 47 | PEPPEPSICO INC | 52,511 | $6.9M | 0.81% | |
| 48 | GDGENERAL DYNAMICS CORP | 23,638 | $6.9M | 0.80% | |
| 49 | ADPAUTOMATIC DATA PROCESSING IN | 22,009 | $6.8M | 0.79% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 21,575 | $6.7M | 0.79% | |
| 51 | XLISELECT SECTOR SPDR TR | 44,456 | $6.6M | 0.77% | |
| 52 | NVDANVIDIA CORPORATION | 39,179 | $6.2M | 0.72% | |
| 53 | XLUSELECT SECTOR SPDR TR | 73,697 | $6.0M | 0.70% | |
| 54 | ORLYOREILLY AUTOMOTIVE INC | 64,971 | $5.9M | 0.68% | |
| 55 | MDTMEDTRONIC PLC | 66,393 | $5.8M | 0.68% | |
| 56 | TQQQPROSHARES TR | 66,021 | $5.5M | 0.64% | |
| 57 | QQQMINVESCO EXCH TRADED FD TR II | 24,110 | $5.5M | 0.64% | |
| 58 | CLCOLGATE PALMOLIVE CO | 55,253 | $5.0M | 0.59% | |
| 59 | WMWASTE MGMT INC DEL | 21,463 | $4.9M | 0.57% | |
| 60 | XLYSELECT SECTOR SPDR TR | 22,348 | $4.9M | 0.57% | |
| 61 | XLVSELECT SECTOR SPDR TR | 35,756 | $4.8M | 0.56% | |
| 62 | UNPUNION PAC CORP | 20,925 | $4.8M | 0.56% | |
| 63 | HONHONEYWELL INTL INC | 20,410 | $4.8M | 0.55% | |
| 64 | XLCSELECT SECTOR SPDR TR | 43,715 | $4.7M | 0.55% | |
| 65 | DGXQUEST DIAGNOSTICS INC | 26,197 | $4.7M | 0.55% | |
| 66 | SBUXSTARBUCKS CORP | 48,977 | $4.5M | 0.52% | |
| 67 | TROWPRICE T ROWE GROUP INC | 46,305 | $4.5M | 0.52% | |
| 68 | AMZNAMAZON COM INC | 19,557 | $4.3M | 0.50% | |
| 69 | KMBKIMBERLY-CLARK CORP | 32,930 | $4.2M | 0.50% | |
| 70 | CVSCVS HEALTH CORP | 61,455 | $4.2M | 0.49% | |
| 71 | BDXBECTON DICKINSON & CO | 24,372 | $4.2M | 0.49% | |
| 72 | WTRGESSENTIAL UTILS INC | 110,295 | $4.1M | 0.48% | |
| 73 | FDNFIRST TR EXCHANGE-TRADED FD | 14,926 | $4.0M | 0.47% | |
| 74 | XLFISELECT SECTOR SPDR TR | 49,045 | $4.0M | 0.46% | |
| 75 | CHDCHURCH & DWIGHT CO INC | 40,509 | $3.9M | 0.45% | |
| 76 | BMYBRISTOL-MYERS SQUIBB CO | 81,580 | $3.8M | 0.44% | |
| 77 | UYGPROSHARES TR | 39,193 | $3.7M | 0.44% | |
| 78 | BALLBALL CORP | 63,908 | $3.6M | 0.42% | |
| 79 | MMM3M CO | 23,248 | $3.5M | 0.41% | |
| 80 | XLESELECT SECTOR SPDR TR | 40,483 | $3.4M | 0.40% | |
| 81 | HDHOME DEPOT INC | 9,050 | $3.3M | 0.39% | |
| 82 | XFEBFIRST TR EXCH TRADED FD III | 183,419 | $3.3M | 0.38% | |
| 83 | NDQINVESCO QQQ TR | 5,776 | $3.2M | 0.37% | |
| 84 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 40,454 | $3.2M | 0.37% | |
| 85 | ROPROPER TECHNOLOGIES INC | 5,299 | $3.0M | 0.35% | |
| 86 | GISGENERAL MLS INC | 57,053 | $3.0M | 0.34% | |
| 87 | SJMSMUCKER J M CO | 29,127 | $2.9M | 0.33% | |
| 88 | ELVELEVANCE HEALTH INC | 7,150 | $2.8M | 0.32% | |
| 89 | IBBISHARES TR | 21,655 | $2.7M | 0.32% | |
| 90 | TSLATESLA INC | 8,613 | $2.7M | 0.32% | Call |
| 91 | CDWCDW CORP | 14,586 | $2.6M | 0.30% | |
| 92 | MCXMCCORMICK & CO INC | 33,392 | $2.5M | 0.30% | |
| 93 | UPROPROSHARES TR | 27,267 | $2.5M | 0.29% | |
| 94 | ACNACCENTURE PLC IRELAND | 8,087 | $2.4M | 0.28% | |
| 95 | CLXCLOROX CO DEL | 18,415 | $2.2M | 0.26% | |
| 96 | XHBSPDR SERIES TRUST | 22,285 | $2.2M | 0.26% | |
| 97 | HOODROBINHOOD MKTS INC | 23,400 | $2.2M | 0.26% | |
| 98 | UWMPROSHARES TR | 58,129 | $2.2M | 0.26% | |
| 99 | TDVPROSHARES TR | 22,771 | $1.9M | 0.22% | |
| 100 | STZCONSTELLATION BRANDS INC | 11,282 | $1.8M | 0.21% |
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