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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
DKNGDraftkings Inc New
Recent Activity
Exited
0%
$152,680
4,000 shares@ $38.17 avg price
IWCIshares Tr
Recent Activity
Exited
0%
$135,090
1,185 shares@ $114.0 avg price
MNDYMonday Com Ltd
Recent Activity
Exited
0%
$111,713
464 shares@ $240.77 avg price
XPXp Inc
Recent Activity
Exited
0%
$69,428
3,947 shares@ $17.6 avg price
PCRXPacira Biosciences Inc
Recent Activity
Exited
0%
$38,109
1,332 shares@ $28.62 avg price
LNCLincoln Natl Corp Ind
Recent Activity
Exited
0%
$34,055
1,095 shares@ $31.11 avg price
SIGSignet Jewelers Limited
Recent Activity
Exited
0%
$31,353
350 shares@ $89.58 avg price
ALKAlaska Air Group Inc
Recent Activity
Exited
0%
$23,432
580 shares@ $40.4 avg price
BGBunge Global Sa
Recent Activity
Exited
0%
$21,354
200 shares@ $106.77 avg price
NEARIshares U S Etf Tr
Recent Activity
Exited
0%
$20,132
400 shares@ $50.33 avg price