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| Name: |
AFT, FORSYTH & COMPANY, INC. |
| City: |
PALM BEACH |
| State: |
FL |
| Zip: |
33480 |
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data |
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| Holdings
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35 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IGM |
iShares S&P GSTI Tech Index Fd |
|
- |
$85.16 |
$4,834,000 |
56,097 |
% |
630,000 |
46,717 |
0 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
|
- |
$295.67 |
$2,136,000 |
7,516 |
% |
-7,000 |
250 |
0 |
N/A |
|
|
IJK |
iShares S&P mC400/BARRA GR |
|
- |
$90.07 |
$1,929,000 |
21,137 |
% |
255,000 |
4 |
0 |
N/A |
|
|
MDB |
Mongodb Inc |
|
- |
$354.69 |
$1,789,000 |
4,987 |
% |
-66,000 |
450 |
0 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
|
- |
$59.85 |
$1,754,000 |
28,882 |
% |
154,000 |
23,109 |
0 |
N/A |
|
|
MELI |
Mercadolibre Inc |
|
- |
$1,695.40 |
$1,675,000 |
1,108 |
% |
366,000 |
275 |
0 |
N/A |
|
|
HDV |
Ishares High Dividend Equit... |
|
- |
$110.16 |
$1,644,000 |
14,916 |
% |
142,000 |
186 |
0 |
N/A |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
|
- |
$130.60 |
$1,539,000 |
11,771 |
% |
69,000 |
20 |
0 |
N/A |
|
|
IGV |
iShares S&P GSTI Software I... |
|
- |
$0.00 |
$1,231,000 |
14,439 |
% |
61,000 |
11,556 |
0 |
N/A |
|
|
ARM |
Arm Holdings American Depos... |
|
- |
$103.59 |
$1,078,000 |
8,622 |
% |
698,000 |
3,565 |
0 |
N/A |
|
|
WDAY |
Workday, Inc. |
|
- |
$245.96 |
$990,000 |
3,630 |
% |
7,000 |
70 |
0 |
N/A |
|
|
IYH |
iShares Dow Jones US Health... |
|
- |
$60.26 |
$983,000 |
15,886 |
% |
47,000 |
12,616 |
0 |
N/A |
|
|
IWP |
iShares Tr Russell MidCap Gr |
|
- |
$110.00 |
$912,000 |
7,989 |
% |
80,000 |
21 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
|
- |
$520.17 |
$839,000 |
1,603 |
% |
88,000 |
22 |
0 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$441.02 |
$798,000 |
1,797 |
% |
73,000 |
28 |
0 |
N/A |
|
|
FLTR |
Vaneck Vectors Investment G... |
|
- |
$25.41 |
$765,000 |
29,987 |
% |
13,000 |
101 |
0 |
N/A |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
|
- |
$100.98 |
$744,000 |
7,242 |
% |
-2,000 |
9 |
0 |
N/A |
|
|
PEY |
Invesco High Yield Eq Div A... |
|
- |
$20.46 |
$712,000 |
34,490 |
% |
-8,000 |
443 |
0 |
N/A |
|
|
IWD |
iShares Russell 1000 Value |
|
- |
$176.63 |
$657,000 |
3,670 |
% |
51,000 |
5 |
0 |
N/A |
|
|
SNOW |
Snowflake Inc. |
|
- |
$155.87 |
$645,000 |
3,993 |
% |
-24,000 |
630 |
0 |
N/A |
|
|
IBB |
iShares Tr Nasdaq Biotech |
|
- |
$133.42 |
$599,000 |
4,364 |
% |
21,000 |
108 |
0 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
|
- |
$119.48 |
$460,000 |
3,800 |
% |
36,000 |
5 |
0 |
N/A |
|
|
APO |
Apollo Global Management LLC |
|
- |
$112.19 |
$394,000 |
3,500 |
% |
114,000 |
500 |
0 |
N/A |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
|
- |
$0.00 |
$382,000 |
3,763 |
% |
25,000 |
9 |
0 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
|
- |
$117.40 |
$339,000 |
2,893 |
% |
38,000 |
3 |
0 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
|
- |
$165.84 |
$310,000 |
1,832 |
% |
22,000 |
4 |
0 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
|
- |
$0.00 |
$296,000 |
5,124 |
% |
34,000 |
367 |
0 |
N/A |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
|
- |
$123.50 |
$283,000 |
2,257 |
% |
21,000 |
2 |
0 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
|
- |
$285.96 |
$277,000 |
961 |
% |
26,000 |
3 |
0 |
N/A |
|
|
IHE |
iShares Dow Jones U.S. Phar... |
|
- |
$63.10 |
$238,000 |
3,502 |
% |
22,000 |
2,337 |
0 |
N/A |
|
|
EPD |
Enterprise Products Partner... |
|
- |
$28.63 |
$234,000 |
8,028 |
% |
26,000 |
150 |
0 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
|
- |
$55.28 |
$232,000 |
4,123 |
% |
19,000 |
4 |
0 |
N/A |
|
|
SPHD |
Invesco S&P 500 High Divide... |
|
- |
$44.73 |
$219,000 |
4,939 |
% |
10,000 |
2 |
0 |
N/A |
|
|
BSM |
Black Stone Minerals, L.p. |
|
- |
$16.31 |
$218,000 |
13,619 |
% |
7,000 |
406 |
0 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
|
- |
$118.44 |
$213,000 |
1,828 |
% |
213,000 |
1,828 |
0 |
N/A |
|
