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 |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 1,806 | $1.8M | 0.21% | |
| 102 | XLBSELECT SECTOR SPDR TR | 20,182 | $1.8M | 0.21% | |
| 103 | TSCOTRACTOR SUPPLY CO | 31,957 | $1.7M | 0.20% | |
| 104 | IVVISHARES TR | 2,574 | $1.6M | 0.19% | |
| 105 | NFLXNETFLIX INC | 1,170 | $1.6M | 0.18% | |
| 106 | HRLHORMEL FOODS CORP | 48,764 | $1.5M | 0.17% | |
| 107 | CITCINTAS CORP | 6,221 | $1.4M | 0.16% | |
| 108 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 29,350 | $1.4M | 0.16% | |
| 109 | HSYHERSHEY CO | 8,085 | $1.3M | 0.16% | |
| 110 | CPRXCATALYST PHARMACEUTICALS INC | 61,350 | $1.3M | 0.16% | |
| 111 | LNGCHENIERE ENERGY INC | 5,451 | $1.3M | 0.15% | |
| 112 | INTCINTEL CORP | 57,952 | $1.3M | 0.15% | Call |
| 113 | JAAAJANUS DETROIT STR TR | 24,899 | $1.3M | 0.15% | |
| 114 | SPYSPDR S&P 500 ETF TR | 2,025 | $1.3M | 0.15% | |
| 115 | GEVGE VERNOVA INC | 2,331 | $1.2M | 0.14% | |
| 116 | OWLBLUE OWL CAPITAL INC | 61,300 | $1.2M | 0.14% | |
| 117 | DHRDANAHER CORPORATION | 5,733 | $1.1M | 0.13% | |
| 118 | DASHDOORDASH INC | 4,500 | $1.1M | 0.13% | |
| 119 | VOOVANGUARD INDEX FDS | 1,949 | $1.1M | 0.13% | |
| 120 | MSCIMSCI INC | 1,918 | $1.1M | 0.13% | |
| 121 | EXEEXPAND ENERGY CORPORATION | 9,440 | $1.1M | 0.13% | |
| 122 | T7DTRANSDIGM GROUP INC | 725 | $1.1M | 0.13% | |
| 123 | AROCARCHROCK INC | 43,657 | $1.1M | 0.13% | |
| 124 | IWMISHARES TR | 5,007 | $1.1M | 0.13% | |
| 125 | AMDADVANCED MICRO DEVICES INC | 7,480 | $1.1M | 0.12% | |
| 126 | CATCATERPILLAR INC | 2,673 | $1.0M | 0.12% | |
| 127 | IYTISHARES TR | 14,942 | $1.0M | 0.12% | |
| 128 | TKOTKO GROUP HOLDINGS INC | 5,550 | $1.0M | 0.12% | |
| 129 | VSTVISTRA CORP | 4,795 | $929K | 0.11% | |
| 130 | GOOGALPHABET INC | 5,222 | $926K | 0.11% | |
| 131 | 1RGREV GROUP INC | 19,470 | $926K | 0.11% | |
| 132 | METAMETA PLATFORMS INC | 1,190 | $878K | 0.10% | |
| 133 | URTYPROSHARES TR | 22,289 | $877K | 0.10% | |
| 134 | GVAGRANITE CONSTR INC | 9,305 | $870K | 0.10% | |
| 135 | NOWSERVICENOW INC | 820 | $843K | 0.10% | |
| 136 | SNOWSNOWFLAKE INC | 3,600 | $805K | 0.09% | |
| 137 | TWTRADEWEB MKTS INC | 5,315 | $778K | 0.09% | |
| 138 | XOMEXXON MOBIL CORP | 7,092 | $764K | 0.09% | |
| 139 | KIESPDR SERIES TRUST | 12,596 | $752K | 0.09% | |
| 140 | ONONON HLDG AG | 14,250 | $741K | 0.09% | |
| 141 | NKENIKE INC | 10,257 | $728K | 0.08% | Call |
| 142 | AFRMAFFIRM HLDGS INC | 10,200 | $705K | 0.08% | |
| 143 | PODDINSULET CORP | 2,102 | $660K | 0.08% | |
| 144 | RSPINVESCO EXCHANGE TRADED FD T | 3,616 | $657K | 0.08% | |
| 145 | LMTLOCKHEED MARTIN CORP | 1,372 | $635K | 0.07% | |
| 146 | RYTMRHYTHM PHARMACEUTICALS INC | 10,000 | $631K | 0.07% | |
| 147 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,721 | $616K | 0.07% | |
| 148 | MLB1MERCADOLIBRE INC | 229 | $598K | 0.07% | |
| 149 | BABOEING CO | 2,751 | $576K | 0.07% | |
| 150 | 4I1PHILIP MORRIS INTL INC | 3,161 | $575K | 0.07% | |
| 151 | PLMRPALOMAR HLDGS INC | 3,625 | $559K | 0.07% | |
| 152 | OSCROSCAR HEALTH INC | 26,000 | $557K | 0.06% | Call |
| 153 | 0DFCDIREXION SHS ETF TR | 3,305 | $557K | 0.06% | |
| 154 | COFCAPITAL ONE FINL CORP | 2,485 | $528K | 0.06% | |
| 155 | PLTRPALANTIR TECHNOLOGIES INC | 3,866 | $527K | 0.06% | |
| 156 | SHOPSHOPIFY INC | 4,561 | $526K | 0.06% | |
| 157 | BITUPROSHARES TR | 10,080 | $521K | 0.06% | |
| 158 | JPMJPMORGAN CHASE & CO. | 1,787 | $517K | 0.06% | |
| 159 | BACBANK AMERICA CORP | 10,834 | $512K | 0.06% | |
| 160 | DKNGDRAFTKINGS INC NEW | 11,887 | $509K | 0.06% | Call |
| 161 | SCHWSCHWAB CHARLES CORP | 5,495 | $501K | 0.06% | |
| 162 | RGTIRIGETTI COMPUTING INC | 42,000 | $497K | 0.06% | Call |
| 163 | AXPAMERICAN EXPRESS CO | 1,553 | $495K | 0.06% | |
| 164 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,017 | $494K | 0.06% | |
| 165 | CVXCHEVRON CORP NEW | 3,433 | $491K | 0.06% | |
| 166 | SPOTSPOTIFY TECHNOLOGY S A | 615 | $471K | 0.05% | |
| 167 | CLSCELESTICA INC | 3,000 | $468K | 0.05% | |
| 168 | PYPLPAYPAL HLDGS INC | 6,172 | $458K | 0.05% | Call |
| 169 | ROMPROSHARES TR | 6,021 | $458K | 0.05% | |
| 170 | UBERUBER TECHNOLOGIES INC | 4,860 | $453K | 0.05% | |
| 171 | TMUST-MOBILE US INC | 1,846 | $439K | 0.05% | |
| 172 | CRWDCROWDSTRIKE HLDGS INC | 862 | $439K | 0.05% | |
| 173 | UBSIUNITED BANKSHARES INC WEST V | 11,738 | $427K | 0.05% | |
| 174 | MDYSPDR S&P MIDCAP 400 ETF TR | 730 | $413K | 0.05% | |
| 175 | TFCTRUIST FINL CORP | 9,319 | $400K | 0.05% | |
| 176 | EPDENTERPRISE PRODS PARTNERS L | 12,722 | $394K | 0.05% | |
| 177 | AXONAXON ENTERPRISE INC | 475 | $393K | 0.05% | |
| 178 | DUSLDIREXION SHS ETF TR | 5,775 | $393K | 0.05% | |
| 179 | WAYWAYSTAR HLDG CORP | 9,000 | $367K | 0.04% | |
| 180 | AQLTISHARES TR | 2,380 | $364K | 0.04% | |
| 181 | LVLNSPDR SERIES TRUST | 6,086 | $361K | 0.04% | |
| 182 | STIPISHARES TR | 3,500 | $360K | 0.04% | |
| 183 | BROSDUTCH BROS INC | 5,210 | $356K | 0.04% | |
| 184 | RXLPROSHARES TR | 8,640 | $351K | 0.04% | |
| 185 | QCOMQUALCOMM INC | 2,190 | $348K | 0.04% | |
| 186 | SOXLDIREXION SHS ETF TR | 13,639 | $342K | 0.04% | |
| 187 | PLNTPLANET FITNESS INC | 3,050 | $332K | 0.04% | |
| 188 | EEMISHARES TR | 6,862 | $331K | 0.04% | |
| 189 | BF/BBROWN FORMAN CORP | 12,285 | $330K | 0.04% | |
| 190 | DPSTDIREXION SHS ETF TR | 3,594 | $311K | 0.04% | |
| 191 | SCHOSCHWAB STRATEGIC TR | 12,409 | $302K | 0.04% | |
| 192 | SITMSITIME CORP | 1,400 | $298K | 0.03% | |
| 193 | KNSAKINIKSA PHARMACEUTICALS INTL | 10,700 | $296K | 0.03% | |
| 194 | MOALTRIA GROUP INC | 4,969 | $291K | 0.03% | |
| 195 | VCSHVANGUARD SCOTTSDALE FDS | 3,346 | $266K | 0.03% | |
| 196 | VOVANGUARD INDEX FDS | 918 | $256K | 0.03% | |
| 197 | AMTMAMENTUM HOLDINGS INC | 10,358 | $244K | 0.03% | |
| 198 | UREPROSHARES TR | 3,750 | $236K | 0.03% | |
| 199 | UNMUNUM GROUP | 2,840 | $229K | 0.03% | |
| 200 | ADIANALOG DEVICES INC | 948 | $225K | 0.03% |