TOTH FINANCIAL ADVISORY CORP

TOTH FINANCIAL ADVISORY CORP manages $896M across a diverse portfolio of 914 positions. The firm maintains significant exposure to mega-cap technology and established industrial leaders, evidenced by top holdings including MSFT at $29.5M and GOOGL at $25.5M. Further concentration is visible in sectors like healthcare and technology, with notable allocations to REGL ($19.2M), QLD ($18.5M), and V ($17.4M). This structure suggests a core strategy focused on blue-chip stability within high-growth technology verticals.

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