Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTH FINANCIAL ADVISORY CORP | 04-16-2024 | 03-31-2024 | 719 | 798,936,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1251 | $1,995 | 40 | 0.00 | 0.00 | -16 | -28.57 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEWMONT CORP | COM | 1253 | $1,972 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHORD ENERGY CORPORATION | COM NEW | 1254 | $1,961 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
