Toth Financial Advisory Corp Portfolio Stock Holdings

Toth Financial Advisory Corp disclosed 911 stock positions valued at approximately $910.8 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.

Report Period
March 31, 2026
No. of Stocks
911
Portfolio Value
$910.8M
Holdings by Sector
Toth Financial Advisory Corp Portfolio Holdings in Q1 2026

857 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGLCommunication Services2.59%82,121+676+0.83%$23,614,721
APPLE INCAAPLTechnology2.41%86,477+1,398+1.64%$21,947,103
MICROSOFT CORPMSFTTechnology2.31%56,765-4,301-7.04%$21,012,875
PROSHARES TRREGLOther2.17%228,310+412+0.18%$19,728,249
PROSHARES TRNOBLOther2.03%174,026-2,027-1.15%$18,448,513
ISHARES TRSGOVOther2.00%180,867+180,867+100.00%$18,206,073
STRYKER CORPORATIONSYKHealthcare1.87%51,726-122-0.24%$16,996,778
CISCO SYS INCCSCOTechnology1.80%211,432+2,761+1.32%$16,405,011
WALMART INCWMTConsumer Defensive1.78%130,385+1,166+0.90%$16,204,215
JOHNSON & JOHNSONJNJHealthcare1.74%64,917-5,034-7.20%$15,868,258
PROSHARES TRQLDOther1.68%250,901-11,727-4.47%$15,304,948
VISA INCVFinancial Services1.65%49,847+313+0.63%$15,065,726
MASTERCARD INCORPORATEDMAFinancial Services1.53%27,945+29+0.10%$13,963,031
MCKESSON CORPMCKHealthcare1.50%15,837-507-3.10%$13,704,428
PROSHARES TRSMDVOther1.44%190,213-289-0.15%$13,084,691
WW GRAINGER INCGWWIndustrials1.40%11,687+762+6.97%$12,748,759
ISHARES TRSOXXOther1.39%38,554-1,050-2.65%$12,671,163
ABBVIE INCABBVHealthcare1.39%58,003+6,721+13.11%$12,615,082
SELECT SECTOR SPDR TRXLKOther1.37%93,819+404+0.43%$12,468,612
PROSHARES TRSSOOther1.32%232,286-16,856-6.77%$12,050,973
BLACKROCK INCBLKOther1.28%12,138+603+5.23%$11,672,869
ABBOTT LABORATORIESABTHealthcare1.27%112,770-1,977-1.72%$11,578,072
ECOLAB INCECLBasic Materials1.25%42,890+598+1.41%$11,409,697
SELECT SECTOR SPDR TRXLFOther1.22%224,603-3,469-1.52%$11,088,663
LOWES COS INCLOWConsumer Cyclical1.19%45,969+3,329+7.81%$10,861,555
VICTORY PORTFOLIOS IIUSTBOther1.17%210,516+19,742+10.35%$10,647,893
SELECT SECTOR SPDR TRXLEOther1.14%169,584+51,382+43.47%$10,388,734
BROADCOM INCAVGOTechnology1.11%32,595+1+0.00%$10,088,383
DOMINION ENERGY INCDUtilities1.08%159,465+11,505+7.78%$9,858,155
SYSCO CORPSYYConsumer Defensive1.08%137,654-1,383-0.99%$9,818,880
PEPSICO INCPEPConsumer Defensive1.07%62,666+3,094+5.19%$9,731,403
GENERAL DYNAMICS CORPGDIndustrials1.07%28,289+1,921+7.29%$9,709,302
SHERWIN WILLIAMS COSHWBasic Materials1.07%30,279+532+1.79%$9,705,940
AMGEN INCAMGNHealthcare1.05%27,113+416+1.56%$9,539,882
MCDONALDS CORPMCDConsumer Cyclical1.03%30,301+747+2.53%$9,417,119
VICTORY PORTFOLIOS IIUITBOther1.01%195,919+14,764+8.15%$9,211,510
AUTOZONE INCAZOConsumer Cyclical1.00%2,708+7+0.26%$9,147,029
SELECT SECTOR SPDR TRXLVOther0.98%61,124+4,064+7.12%$8,961,390
AFLAC INCAFLFinancial Services0.94%77,832-136-0.17%$8,538,924
SELECT SECTOR SPDR TRXLUOther0.93%184,368+4,687+2.61%$8,460,669
JACOBS SOLUTIONS INCJIndustrials0.91%65,035-161-0.25%$8,277,675
ORACLE CORPORCLTechnology0.90%55,558-10,088-15.37%$8,173,204
FASTENAL COFASTIndustrials0.88%173,120+8,172+4.95%$8,032,776
SELECT SECTOR SPDR TRXLIOther0.83%46,643+2,034+4.56%$7,543,535
COCA COLA COKOConsumer Defensive0.83%99,127-1,830-1.81%$7,538,597
JOHN MARSHALL BANCORP INCJMSBFinancial Services0.82%368,621-5,858-1.56%$7,475,639
SELECT SECTOR SPDR TRXLBOther0.80%145,903+60,905+71.65%$7,290,771
CVS HEALTH CORPCVSHealthcare0.78%98,684+9,093+10.15%$7,087,460
PROCTER & GAMBLE COPGConsumer Defensive0.76%47,778+2,874+6.40%$6,901,115
MEDTRONIC PLCMDTOther0.75%79,070+4,800+6.46%$6,851,415
INTERNATIONAL BUSINESS MACHSIBMTechnology0.75%28,117-374-1.31%$6,815,297
MONDELEZ INTL INCMDLZConsumer Defensive0.71%112,027-4,404-3.78%$6,457,242
BALL CORPBALLConsumer Cyclical0.70%107,724+33,616+45.36%$6,367,587
ISHARES TRIBBOther0.70%37,499+2,654+7.62%$6,331,760
UNION PAC CORPUNPIndustrials0.69%26,042+2,006+8.35%$6,318,369
FISERV INCFITechnology0.68%110,683-30,652-21.69%$6,176,112
TRANSUNIONTRUFinancial Services0.68%89,226-10,429-10.47%$6,173,576
NVIDIA CORPORATIONNVDATechnology0.68%35,292-779-2.16%$6,154,903
DISNEY WALT CODISCommunication Services0.67%63,328-6,187-8.90%$6,103,563
EQUIFAX INCEFXIndustrials0.67%33,646-270-0.80%$6,058,582
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.66%64,979-2,309-3.43%$5,998,212
SELECT SECTOR SPDR TRXLYOther0.64%53,701+451+0.85%$5,852,383
QUEST DIAGNOSTICS INCDGXHealthcare0.64%29,761+209+0.71%$5,832,497
UNITEDHEALTH GROUP INCUNHHealthcare0.62%20,932-3,587-14.63%$5,663,860
BRISTOL-MYERS SQUIBB COBMYHealthcare0.62%93,021+21,032+29.22%$5,641,745
WASTE MGMT INC DELWMIndustrials0.61%24,250+1,180+5.11%$5,572,479
HONEYWELL INTL INCHONIndustrials0.59%23,674+2,443+11.51%$5,351,135
ESSENTIAL UTILS INCWTRGUtilities0.58%130,320-4,344-3.23%$5,248,004
SELECT SECTOR SPDR TRXLCOther0.57%46,961+2,411+5.41%$5,206,144
INVESCO EXCH TRADED FD TR IIQQQMOther0.56%21,547-392-1.79%$5,120,073
SELECT SECTOR SPDR TRXLPOther0.50%55,477+3,253+6.23%$4,548,005
3M COMMMIndustrials0.50%31,175+1,865+6.36%$4,527,604
COLGATE PALMOLIVE COCLConsumer Defensive0.50%52,980+1,549+3.01%$4,515,452
STARBUCKS CORPSBUXConsumer Cyclical0.49%49,662+4,197+9.23%$4,449,200
PROSHARES TRUWMOther0.45%88,701+5,269+6.32%$4,139,681
PROSHARES TRTDVOther0.44%47,182-65-0.14%$3,996,767
CHURCH & DWIGHT CO INCCHDConsumer Defensive0.43%41,980+3,051+7.84%$3,917,565
FIRST TR EXCH TRADED FD IIIFPEOther0.40%204,902+614+0.30%$3,637,019
BECTON DICKINSON & COBDXHealthcare0.40%22,971-63-0.27%$3,611,800
AMAZON COM INCAMZNConsumer Cyclical0.37%16,381-1,059-6.07%$3,411,690
HOME DEPOT INCHDConsumer Cyclical0.36%10,105+740+7.90%$3,323,499
PRICE T ROWE GROUP INCTROWFinancial Services0.36%36,391-9,604-20.88%$3,280,242
INTEL CORPINTCTechnology0.35%72,354-1,044-1.42%$3,192,967
PROSHARES TRTQQQOther0.35%76,572-28,779-27.32%$3,191,503
INVESCO QQQ TRQQQOther0.33%5,250-495-8.62%$3,029,921
AUTOMATIC DATA PROCESSING INADPTechnology0.33%14,682-5,115-25.84%$2,983,027
FIRST TR EXCHANGE-TRADED FDFDNOther0.30%11,833-3,627-23.46%$2,769,277
SPDR SERIES TRUSTXHBOther0.28%26,210+861+3.40%$2,587,452
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.28%2,547+409+19.13%$2,538,217
TESLA INCTSLAConsumer Cyclical0.26%6,387+1+0.02%$2,374,368
MICRON TECHNOLOGY INCMUTechnology0.26%6,877-4,018-36.88%$2,323,326
COGNIZANT TECHNOLOGY SOLUTIOCTSHTechnology0.25%37,330-6,134-14.11%$2,290,199
SMUCKER J M COSJMConsumer Defensive0.25%23,499-51-0.22%$2,266,246
ISHARES TRIVVOther0.24%3,404+163+5.03%$2,223,531
VANGUARD INDEX FDSVOOOther0.24%3,597+596+19.86%$2,149,398
ISHARES TRIWMOther0.23%8,518+994+13.21%$2,112,583
GE VERNOVA INCGEVUtilities0.23%2,397+60+2.57%$2,092,342
ISHARES TRIYTOther0.23%27,749+4,530+19.51%$2,070,076
PROSHARES TRUYGOther0.23%27,995-1,859-6.23%$2,055,113
MSCI INCMSCIFinancial Services0.21%3,537+238+7.21%$1,906,676
Toth Financial Advisory Corp Options Holdings in Q1 2026

6 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026AAPLApple Inc.CALL300$76,137
Q1 2026UPSUnited Parcel Service, Inc.CALL500$49,190
Q1 2026TSLATesla, Inc.CALL100$37,175
Q1 2026FTNTFortinet, Inc.CALL300$24,516
Q1 2026NKENike, Inc.CALL200$10,564
Q1 2026IBITiShares Bitcoin Trust ETFCALL100$3,842

Notional value represents the total exposure of the options position.