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Kenneth J Bowen II

@Toth Financial Advisory Corp

Latest period2024 - Q3ReportedManaged Assets$846.91MTotal holdings705
Assets growth rate7.65%Assets growth rate (2-Q avg)3.07%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Toth Financial Advisory Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 705 positions.

Assets under management

The assets under management (AUM) of Toth Financial Advisory Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 846.91M in assets, with a quarterly growth rate of 7.65% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Kenneth J Bowen II, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ALVAutoliv Inc
Recent Activity
Exited
0%
$1.019M
9,524 shares@ $107.0 avg price
WDCWestern Digital Corp.
Recent Activity
Exited
0%
$898,633
11,860 shares@ $75.78 avg price
PSTGPure Storage Inc
Recent Activity
Exited
0%
$834,730
13,000 shares@ $64.21 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
Exited
0%
$781,966
5,680 shares@ $137.68 avg price
WWDWoodward Inc
Recent Activity
Exited
0%
$767,272
4,400 shares@ $174.38 avg price
NAILDbx Etf Tr
Recent Activity
Exited
0%
$653,870
7,000 shares@ $93.41 avg price
0636⤦Bank Montreal Medium
Recent Activity
Exited
0%
$435,126
14,100 shares@ $30.86 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$382,950
9,250 shares@ $41.4 avg price
ARHSArhaus Inc
Recent Activity
Exited
0%
$321,013
18,950 shares@ $16.94 avg price
HLXHelix Energy Solutions Grp I
Recent Activity
Exited
0%
$155,220
13,000 shares@ $11.94 avg price