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⚲
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| Toth Financial Advisory Corp
✚
| |
|---|---|
| CRD # | 104952 |
| SEC # | 801-27662 |
| CIK # | 0000866780 |
| AUM | $865.9 MM (2024-03-20) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 703-443-8684 |
| Address | 608 South King Street Leesburg, VA 20175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 29.7 | |
| FI | 20.9 | ||
| AAPL | 2,382,844.0 | 19.8 | |
| SYK | 74,798.9 | 17.5 | |
| V | 419,260.5 | 13.5 | |
| GOOGL | 1,475,138.5 | 13.3 | |
| ORCL | 182,760.6 | 13.0 | |
| MA | 309,583.1 | 12.1 | |
| CSCO | 178,309.9 | 10.4 | |
| ABT | 187,298.3 | 10.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Toth Growth & Income Fund LP | 2012-01-27 | 27.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 175.2 |
| (b) Individuals (high net worth individuals) | 207 | 643.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 35.3 |
| (g) Pension and profit sharing plans | 4 | 12.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,133 | 865.9 |
| By Discretionary | ||
| Discretionary | 2,076 | 849.0 |
| Non-Discretionary | 57 | 16.9 |
| Total | 2,133 | 865.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 863.0 | |
| Total | 2,133 | 865.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000866780] |
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