Toth Financial Advisory Corp.
Toth Financial Advisory Corp is an independent investment advisory firm headquartered in Leesburg, Virginia. Founded in 1986, the firm specializes in offering wealth management, financial planning, and portfolio management services to individuals, families, and institutions. With approximately 18 employees, Toth Financial serves clients primarily in the greater Washington DC metropolitan area and emphasizes trust, transparency, and long-term client relationships.
Investment Strategy
Toth Financial Advisory Corp primarily provides personalized investment management and holistic financial planning services, focusing on constructing diversified portfolios tailored to each client's risk profile and objectives. The firm invests across U.S. equities, high-quality fixed income, and other securities, emphasizing long-term capital appreciation, risk management, and inter-generational wealth preservation. Their approach leverages disciplined research and seeks to maximize returns while safeguarding principal, delivering diligent and continuous oversight of client portfolios.
Top Holdings
Equity Positions (753)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.40% | $31.5M | 60,862 | $57.80 | $517.95 | +$431.7K |
A AAPL | APPLE INC | 2.37% | $22.0M | 86,233 | $53.16 | $254.63 | +$4.3M |
O ORCL | ORACLE CORP | 2.35% | $21.8M | 77,350 | $57.47 | $281.24 | +$3.5M |
Q QLD | PROSHARES TR | 2.26% | $21.0M | 152,789 | $7.56 | $137.20 | +$2.1M |
G GOOGL | ALPHABET INC | 2.20% | $20.4M | 83,853 | $127.14 | $243.10 | +$5.4M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | — | Call | $889.4K | 20 | $444.72 | $287.60 | 0 | +$254.1K |
U UPS | UNITED PARCEL SERVICE INC | New | Call | $83.5K | 10 | $83.53 | $83.53 | +10 | +$83.5K |
N NKE | NIKE INC | — | Call | $34.9K | 5 | $69.73 | $73.64 | 0 | -$655 |
F FTNT | FORTINET INC | New | Call | $25.2K | 3 | $84.08 | $84.08 | +3 | +$25.2K |
O OSCR | OSCAR HEALTH INC | Sold | Call | $16.8K | 10 | $18.93 | $21.44 | -5 | -$15.3K |