Toth Financial Advisory’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.74K	Hold	40	–	–	﹤0.01%	626
2026 Q1	$8.24K	Buy	40 +5	+14%	+$1.13K	﹤0.01%	583
2025 Q4	$7.49K	Hold	35	–	–	﹤0.01%	593
2025 Q3	$6.69K	Hold	35	–	–	﹤0.01%	577
2025 Q2	$6.03K	Hold	35	–	–	﹤0.01%	539
2025 Q1	$6.18K	Hold	35	–	–	﹤0.01%	507
2024 Q4	$6.81K	Buy	+35	New	+$6.16K	﹤0.01%	486
2020 Q2	–	Sell	-10	Closed	-$1K	–	603
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	436
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	466
2019 Q3	$1K	Buy	+10	New	+$1.31K	﹤0.01%	457

Other funds holding TM

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return