Portfolio (Quarterly)
Guide ↗
TOTH FINANCIAL ADVISORY CORP
· CIK 0000866780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HYD | VANECK ETF TRUST | — | 627 | $31K | 0.00% | SOLD |
| 22 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 792 | $28K | 0.00% | SOLD |
| 23 | — | EVEREST GROUP LTD | — | 80 | $26K | 0.00% | SOLD |
| 24 | — | ISHARES TR | — | 1,137 | $26K | 0.00% | SOLD |
| 25 | — CALL | FORTINET INC | — | 300 | $25K | 0.00% | SOLD |
| 26 | VOYA | VOYA FINANCIAL INC | Financial Services | 300 | $20K | 0.00% | SOLD |
| 27 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 40 | $20K | 0.00% | SOLD |
| 28 | PAYC | PAYCOM SOFTWARE INC | Technology | 150 | $18K | 0.00% | SOLD |
| 29 | IEF | ISHARES TR | — | 188 | $18K | 0.00% | SOLD |
| 30 | JUCY | ETF SER SOLUTIONS | — | 669 | $15K | 0.00% | SOLD |
| 31 | BKLC | BNY MELLON ETF TRUST | — | 118 | $15K | 0.00% | SOLD |
| 32 | NET | CLOUDFLARE INC | Technology | 60 | $12K | 0.00% | SOLD |
| 33 | SII | SPROTT INC | Financial Services | 80 | $11K | 0.00% | SOLD |
| 34 | DFH | DREAM FINDERS HOMES INC | Consumer Cyclical | 800 | $11K | 0.00% | SOLD |
| 35 | IAU | ISHARES GOLD TR | Financial Services | 124 | $11K | 0.00% | SOLD |
| 36 | NKE CALL | NIKE INC | Consumer Cyclical | 200 | $11K | 0.00% | SOLD |
| 37 | VST | VISTRA CORP | Utilities | 60 | $9K | 0.00% | SOLD |
| 38 | MS | MORGAN STANLEY | Financial Services | 35 | $6K | 0.00% | SOLD |
| 39 | INTA | INTAPP INC | Technology | 200 | $5K | 0.00% | SOLD |
| 40 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 131 | $4K | — | SOLD |
Sector Allocation
Technology
20.6%
Healthcare
20.3%
Industrials
13.8%
Financial Services
12.8%
Consumer Defensive
11.3%
Consumer Cyclical
8.7%
Communication Services
5.2%
Basic Materials
3.3%
Utilities
2.8%
Energy
0.9%