Toth Financial Advisory Corp Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of finance, it is crucial for investors and financial advisors to keep track of changes in holdings. To understand the market trends and investment strategies, analyzing the 13F Holdings Comparison between different quarters provides valuable insights. In this article, we will explore the Q2 2023 vs. Q3 2023 13F Holdings Comparison by Toth Financial Advisory Corp.

Microsoft Corp: Holding Value Remains Steady

Microsoft Corp, a technology giant, maintained a stable position in Toth Financial Advisory Corp's portfolio. Although there was a slight decrease in the number of shares held (11.6% decrease), the value of the holdings remained relatively stable between Q2 2023 and Q3 2023.

Apple Inc: Seeing a Dip in Holdings

Apple Inc, known for its iconic products, experienced a decrease in holdings during this period. Toth Financial Advisory Corp witnessed a 14.5% drop in shares held. Despite the decrease, the value of the holdings decreased only by 14.5%, indicating a relatively stable valuation.

Fiserv Inc: A Downturn in Holdings

Fiserv Inc, a global provider of financial services technology, witnessed a decrease in both the number of shares and the value of its holdings. Toth Financial Advisory Corp observed a 13.2% decrease in the number of shares held, while the value of the holdings declined by a similar percentage.

ProShares Trust: A Mixed Bag

Toth Financial Advisory Corp's holdings in ProShares Trust showed a mixture of changes. While holdings in ProShares Trust ETFs such as NOBL, QLD, REGL, and SSO experienced decreases in both the number of shares and value, holdings in SMDV showed a slight increase in shares held but a decrease in value. These changes indicate a cautious approach to the specific ProShares Trust ETFs in their portfolio.

Visa Inc: Minimal Changes

Visa Inc, a leading global payments technology company, saw minimal changes in its holdings by Toth Financial Advisory Corp. The number of shares held remained relatively stable, with a slight increase in Q3 2023. Furthermore, the value of the holdings experienced a negligible decline of 2.7%.

Cisco Systems Inc: A Slight Increase in Holdings

Toth Financial Advisory Corp increased its holdings in Cisco Systems Inc, a multinational technology conglomerate. This increase was evident in both the number of shares held, which saw a 3.4% rise, and the value of the holdings, which also experienced a modest increase of 3.4%.

Mastercard Incorporated: Witnessing Growth

Mastercard Incorporated, a leading global payments and technology company, showcased growth in Toth Financial Advisory Corp's holdings. The number of shares held witnessed a positive change, along with a 3.2% increase in the value of the holdings. This highlights Toth Financial Advisory Corp's confidence in Mastercard's potential for growth.

Conclusion:

Analyzing the 13F Holdings Comparison between different quarters provides valuable insights into the investment decisions made by Toth Financial Advisory Corp. While some holdings experienced decreases in both the number of shares and value, others remained stable or witnessed slight growth. It is important to note that these changes are a reflection of Toth Financial Advisory Corp's investment strategy and market conditions during Q2 2023 and Q3 2023. By monitoring these changes, investors can gain a deeper understanding of Toth Financial Advisory Corp's investment decisions and potentially make more informed investment decisions themselves.