Toth Financial Advisory’s ENI E Stock Holding History

Toth Financial Advisory’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16K	Hold	110	–	–	﹤0.01%	653
2026 Q1	$6.23K	Hold	110	–	–	﹤0.01%	617
2025 Q4	$4.17K	Hold	110	–	–	﹤0.01%	652
2025 Q3	$3.85K	Hold	110	–	–	﹤0.01%	642
2025 Q2	$3.57K	Buy	+110	New	+$3.26K	﹤0.01%	587
2024 Q4	–	Sell	-50	Closed	-$1.52K	–	715
2024 Q3	$1.52K	Hold	50	–	–	﹤0.01%	632
2024 Q2	$1.54K	Hold	50	–	–	﹤0.01%	643
2024 Q1	$1.59K	Hold	50	–	–	﹤0.01%	633
2023 Q4	$1.7K	Hold	50	–	–	﹤0.01%	636
2023 Q3	$1.6K	Buy	+50	New	+$1.54K	﹤0.01%	654

Other funds holding E

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return