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Name: |
AFT, FORSYTH & COMPANY, INC. |
City: |
PALM BEACH |
State: |
FL |
Zip: |
33480 |
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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 |
|
NVDA |
NVIDIA Corporation |
|
- |
$898.78 |
$27,825,000 |
30,795 |
% |
11,253,000 |
-2,670 |
0 |
N/A |
|
MSFT |
Microsoft Corp |
|
- |
$414.74 |
$7,942,000 |
18,878 |
% |
377,000 |
-1,240 |
0 |
N/A |
|
AAPL |
Apple Inc |
|
- |
$183.05 |
$6,674,000 |
38,921 |
% |
-1,234,000 |
-2,155 |
0 |
N/A |
|
LLY |
Eli Lilly & Co |
|
- |
$760.00 |
$5,010,000 |
6,440 |
% |
912,000 |
-590 |
0 |
N/A |
|
AMZN |
Amazon.com Inc |
|
- |
$187.48 |
$4,995,000 |
27,690 |
% |
489,000 |
-1,965 |
0 |
N/A |
|
MA |
MasterCard Inc A |
|
- |
$456.98 |
$4,891,000 |
10,156 |
% |
352,000 |
-485 |
0 |
N/A |
|
IGM |
iShares S&P GSTI Tech Index Fd |
|
- |
$85.38 |
$4,834,000 |
56,097 |
% |
630,000 |
46,717 |
0 |
N/A |
|
V |
Visa Inc |
|
- |
$280.74 |
$4,521,000 |
16,198 |
% |
133,000 |
-655 |
0 |
N/A |
|
ISRG |
Intuitive Surgical Inc |
|
- |
$372.63 |
$3,532,000 |
8,849 |
% |
410,000 |
-405 |
0.003 |
Medical Appliances & ... |
|
NOW |
Servicenow, Inc. |
|
- |
$729.79 |
$3,204,000 |
4,202 |
% |
165,000 |
-100 |
0 |
N/A |
|
IJR |
iShares Core S&P Small-Cap |
|
- |
$108.98 |
$3,135,000 |
28,365 |
% |
-103,000 |
-1,549 |
0 |
N/A |
|
IWR |
iShares Tr Rssll MidCap Indx |
|
- |
$82.41 |
$2,874,000 |
34,179 |
% |
140,000 |
-995 |
0 |
N/A |
|
CRM |
Salesforce.com Inc |
|
- |
$276.67 |
$2,770,000 |
9,196 |
% |
209,000 |
-535 |
0 |
N/A |
|
ADBE |
Adobe Systems Inc |
|
- |
$482.29 |
$2,469,000 |
4,892 |
% |
-706,000 |
-430 |
0 |
N/A |
|
GOOGL |
Alphabet Inc |
|
- |
$168.65 |
$2,441,000 |
16,170 |
% |
-6,000 |
-1,350 |
0 |
N/A |
|
HD |
Home Depot Inc |
|
- |
$346.43 |
$2,297,000 |
5,989 |
% |
-7,000 |
-660 |
0 |
N/A |
|
JPM |
JP Morgan Chase & Co |
|
- |
$198.77 |
$2,208,000 |
11,025 |
% |
197,000 |
-795 |
0 |
N/A |
|
PANW |
Palo Alto Networks Inc |
|
- |
$297.47 |
$2,136,000 |
7,516 |
% |
-7,000 |
250 |
0 |
N/A |
|
FB |
Meta Platforms Inc |
|
- |
$476.20 |
$2,049,000 |
4,219 |
% |
506,000 |
-140 |
0 |
N/A |
|
COST |
Costco Wholesale Corp |
|
- |
$787.19 |
$1,940,000 |
2,648 |
% |
-2,000 |
-295 |
0 |
N/A |
|
IJK |
iShares S&P mC400/BARRA GR |
|
- |
$89.93 |
$1,929,000 |
21,137 |
% |
255,000 |
4 |
0 |
N/A |
|
MDB |
Mongodb Inc |
|
- |
$353.47 |
$1,789,000 |
4,987 |
% |
-66,000 |
450 |
0 |
N/A |
|
IJH |
iShares S&P MidCap 400 Index |
|
- |
$59.81 |
$1,754,000 |
28,882 |
% |
154,000 |
23,109 |
0 |
N/A |
|
BLK |
BlackRock Inc A |
|
- |
$796.67 |
$1,725,000 |
2,069 |
% |
-56,000 |
-125 |
0 |
N/A |
|
MELI |
Mercadolibre Inc |
|
- |
$1,693.97 |
$1,675,000 |
1,108 |
% |
366,000 |
275 |
0 |
N/A |
|
HDV |
Ishares High Dividend Equit... |
|
- |
$110.39 |
$1,644,000 |
14,916 |
% |
142,000 |
186 |
0 |
N/A |
|
IWF |
iShares Russell 1000 Growth |
|
- |
$336.67 |
$1,633,000 |
4,844 |
% |
165,000 |
1 |
0 |
N/A |
|
IYF |
iShares Dow Jones US Financ... |
|
- |
$95.20 |
$1,629,000 |
17,030 |
% |
170,000 |
-55 |
0 |
N/A |
|
BRK.B |
Berkshire Hathaway B |
|
- |
$412.05 |
$1,624,000 |
3,863 |
% |
68,000 |
-500 |
0 |
N/A |
|
TMO |
Thermo Fisher Scientific |
|
- |
$593.03 |
$1,579,000 |
2,716 |
% |
44,000 |
-175 |
0 |
N/A |
|
IJT |
iShares S&P SC600 BR Gr Indx |
|
- |
$129.89 |
$1,539,000 |
11,771 |
% |
69,000 |
20 |
0 |
N/A |
|
HYMB |
Spdr Nuveen S&p High Yi... |
|
- |
$25.52 |
$1,343,000 |
52,270 |
% |
-109,000 |
-5,130 |
0 |
N/A |
|
JNJ |
Johnson & Johnson |
|
- |
$149.91 |
$1,325,000 |
8,375 |
% |
-91,000 |
-660 |
0 |
N/A |
|
LMT |
Lockheed Martin Corp |
|
- |
$468.88 |
$1,299,000 |
2,855 |
% |
-86,000 |
-200 |
0 |
N/A |
|
IJJ |
iShares S&P MC 400/BARRA VL |
|
- |
$116.25 |
$1,294,000 |
10,935 |
% |
39,000 |
-72 |
0 |
N/A |
|
IGV |
iShares S&P GSTI Software I... |
|
- |
$0.00 |
$1,231,000 |
14,439 |
% |
61,000 |
11,556 |
0 |
N/A |
|
TEAM |
Atlassian Corporation Plc |
|
- |
$179.75 |
$1,195,000 |
6,125 |
% |
-305,000 |
-180 |
0 |
N/A |
|
IWO |
iShares Russell 2000 Growth |
|
- |
$259.92 |
$1,193,000 |
4,407 |
% |
82,000 |
0 |
0 |
N/A |
|
ARM |
Arm Holdings American Depos... |
|
- |
$108.84 |
$1,078,000 |
8,622 |
% |
698,000 |
3,565 |
0 |
N/A |
|
ABBV |
Abbvie Inc. |
|
- |
$160.75 |
$1,058,000 |
5,808 |
% |
44,000 |
-735 |
0 |
N/A |
|
LULU |
Lululemon Athletica Inc |
|
- |
$352.96 |
$1,057,000 |
2,705 |
% |
-334,000 |
-15 |
0 |
N/A |
|
MRK |
Merck & Co Inc |
|
- |
$131.20 |
$1,047,000 |
7,937 |
% |
122,000 |
-550 |
0 |
Drug Manufacturers - ... |
|
AMGN |
Amgen Inc |
|
- |
$310.15 |
$1,021,000 |
3,590 |
% |
-90,000 |
-269 |
0 |
N/A |
|
AVGO |
Broadcom Limited |
|
- |
$1,332.80 |
$997,000 |
752 |
% |
146,000 |
-10 |
0 |
N/A |
|
WDAY |
Workday, Inc. |
|
- |
$246.34 |
$990,000 |
3,630 |
% |
7,000 |
70 |
0 |
N/A |
|
IYH |
iShares Dow Jones US Health... |
|
- |
$60.27 |
$983,000 |
15,886 |
% |
47,000 |
12,616 |
0 |
N/A |
|
IWM |
iShares Tr Russell 2000 Indx |
|
- |
$204.31 |
$920,000 |
4,376 |
% |
42,000 |
0 |
0 |
N/A |
|
IWP |
iShares Tr Russell MidCap Gr |
|
- |
$110.32 |
$912,000 |
7,989 |
% |
80,000 |
21 |
0 |
N/A |
|
SO |
Southern Co |
|
- |
$78.14 |
$861,000 |
11,998 |
% |
20,000 |
0 |
0 |
N/A |
|
SPY |
Standard & Poors Depository... |
|
- |
$520.84 |
$839,000 |
1,603 |
% |
88,000 |
22 |
0 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$442.06 |
$798,000 |
1,797 |
% |
73,000 |
28 |
0 |
N/A |
|
VRP |
Invesco Variable Rate Prefe... |
|
- |
$23.83 |
$786,000 |
33,047 |
% |
16,000 |
-324 |
0 |
N/A |
|
GOOG |
Alphabet Inc |
|
- |
$170.29 |
$783,000 |
5,140 |
% |
-12,000 |
-500 |
0 |
N/A |
|
FLTR |
Vaneck Vectors Investment G... |
|
- |
$25.43 |
$765,000 |
29,987 |
% |
13,000 |
101 |
0 |
N/A |
|
SBUX |
Starbucks Corp |
|
- |
$76.11 |
$754,000 |
8,250 |
% |
-131,000 |
-965 |
0 |
N/A |
|
IJS |
iShares S&P SmCp 600/BRR Vl |
|
- |
$100.52 |
$744,000 |
7,242 |
% |
-2,000 |
9 |
0 |
N/A |
|
CMG |
Chipotle Mexican Grill Inc |
|
- |
$3,239.23 |
$730,000 |
251 |
% |
156,000 |
0 |
0 |
N/A |
|
PEY |
Invesco High Yield Eq Div A... |
|
- |
$20.48 |
$712,000 |
34,490 |
% |
-8,000 |
443 |
0 |
N/A |
|
ASML |
ASML Holding N.V. (ADR) |
|
- |
$0.00 |
$707,000 |
728 |
% |
-113,000 |
-355 |
0 |
N/A |
|
TXN |
Texas Instruments Inc |
|
- |
$187.05 |
$689,000 |
3,955 |
% |
-59,000 |
-435 |
0 |
N/A |
|
ANET |
Arista Networks, Inc. |
|
- |
$314.03 |
$681,000 |
2,348 |
% |
93,000 |
-150 |
0 |
N/A |
|
CSCO |
Cisco Systems Inc |
|
- |
$48.06 |
$676,000 |
13,542 |
% |
-129,000 |
-2,400 |
0 |
N/A |
|
PEP |
Pepsico Inc |
|
- |
$179.79 |
$672,000 |
3,840 |
% |
-37,000 |
-334 |
0 |
N/A |
|
CAT |
Caterpillar Inc |
|
- |
$354.79 |
$665,000 |
1,815 |
% |
96,000 |
-110 |
0 |
N/A |
|
HYD |
VanEck Vectors High-Yield M... |
|
- |
$0.00 |
$660,000 |
12,625 |
% |
-147,000 |
-3,000 |
0 |
N/A |
|
IWD |
iShares Russell 1000 Value |
|
- |
$176.89 |
$657,000 |
3,670 |
% |
51,000 |
5 |
0 |
N/A |
|
IWN |
iShares Russell 2000 Value |
|
- |
$156.19 |
$646,000 |
4,069 |
% |
14,000 |
1 |
0 |
N/A |
|
SNOW |
Snowflake Inc. |
|
- |
$157.15 |
$645,000 |
3,993 |
% |
-24,000 |
630 |
0 |
N/A |
|
SYK |
Stryker Corp |
|
- |
$330.58 |
$633,000 |
1,770 |
% |
80,000 |
-75 |
0 |
N/A |
|
CAVA |
Cava Group, Inc. |
|
- |
$79.07 |
$602,000 |
8,600 |
% |
232,000 |
0 |
0 |
N/A |
|
IBB |
iShares Tr Nasdaq Biotech |
|
- |
$133.40 |
$599,000 |
4,364 |
% |
21,000 |
108 |
0 |
N/A |
|
IDXX |
Idexx Laboratories Inc |
|
- |
$509.82 |
$595,000 |
1,102 |
% |
-117,000 |
-180 |
0 |
N/A |
|
LRCX |
Lam Research Corp |
|
- |
$915.42 |
$578,000 |
595 |
% |
92,000 |
-25 |
0 |
N/A |
|
IT |
Gartner Inc |
|
- |
$439.27 |
$577,000 |
1,210 |
% |
31,000 |
0 |
0 |
N/A |
|
GS |
Goldman Sachs Group Inc |
|
- |
$454.73 |
$566,000 |
1,355 |
% |
-42,000 |
-220 |
0 |
N/A |
|
ZTS |
Zoetis Inc. |
|
- |
$169.04 |
$564,000 |
3,336 |
% |
-229,000 |
-680 |
0 |
N/A |
|
TER |
Teradyne Inc |
|
- |
$122.92 |
$554,000 |
4,911 |
% |
13,000 |
-75 |
0 |
N/A |
|
MRNA |
Moderna, Inc. |
|
- |
$0.00 |
$550,000 |
5,158 |
% |
35,000 |
-20 |
0 |
N/A |
|
TFI |
Spdr Brcly Cap Muni Bond |
|
- |
$45.99 |
$546,000 |
11,750 |
% |
-6,000 |
0 |
0 |
N/A |
|
PG |
Procter & Gamble Co |
|
- |
$166.85 |
$543,000 |
3,348 |
% |
-39,000 |
-625 |
0 |
N/A |
|
ADP |
Automatic Data Processing Inc |
|
- |
$246.86 |
$540,000 |
2,161 |
% |
37,000 |
0 |
0 |
N/A |
|
AXP |
American Express Co |
|
- |
$242.30 |
$515,000 |
2,261 |
% |
-12,000 |
-550 |
0 |
N/A |
|
BA |
Boeing Co |
|
New |
$178.51 |
$495,000 |
2,565 |
% |
495,000 |
2,565 |
0 |
N/A |
|
UNP |
Union Pacific Corp |
|
- |
$247.40 |
$481,000 |
1,954 |
% |
1,000 |
0 |
0 |
N/A |
|
C |
Citigroup Inc |
|
- |
$63.53 |
$480,000 |
7,591 |
% |
61,000 |
-550 |
0 |
N/A |
|
ABT |
Abbott Laboratories |
|
- |
$104.74 |
$476,000 |
4,184 |
% |
15,000 |
0 |
0 |
N/A |
|
ONON |
On Holding AG |
|
- |
$30.40 |
$469,000 |
13,250 |
% |
112,000 |
0 |
0 |
N/A |
|
VYM |
Vanguard High Dividend Yiel... |
|
- |
$119.87 |
$460,000 |
3,800 |
% |
36,000 |
5 |
0 |
N/A |
|
TROW |
T Rowe Price Group Inc |
|
- |
$111.60 |
$450,000 |
3,688 |
% |
-234,000 |
-2,660 |
0 |
N/A |
|
LQD |
iShares Trust Goldman Sachs |
|
- |
$106.31 |
$450,000 |
4,127 |
% |
-9,000 |
-19 |
0 |
N/A |
|
DXCM |
DexCom Inc |
|
- |
$127.05 |
$436,000 |
3,140 |
% |
-39,000 |
-690 |
0 |
N/A |
|
KO |
Coca-Cola Co |
|
- |
$63.26 |
$410,000 |
6,699 |
% |
-47,000 |
-1,050 |
0 |
N/A |
|
NVO |
Novo Nordisk A/S (ADR) |
|
- |
$128.42 |
$401,000 |
3,125 |
% |
78,000 |
0 |
0 |
N/A |
|
IWL |
iShares Trust |
|
- |
$126.91 |
$401,000 |
3,152 |
% |
38,000 |
1 |
0 |
N/A |
|
DELL |
Dell Technologies Inc |
|
- |
$132.77 |
$398,000 |
3,490 |
% |
128,000 |
-35 |
0 |
N/A |
|
APO |
Apollo Global Management LLC |
|
- |
$112.06 |
$394,000 |
3,500 |
% |
114,000 |
500 |
0 |
N/A |
|
CRWD |
Crowdstrike Holdings, Inc. |
|
New |
$320.76 |
$385,000 |
1,201 |
% |
385,000 |
1,201 |
0 |
N/A |
|
PGF |
Invesco Financial Preferred... |
|
- |
$14.71 |
$383,000 |
25,111 |
% |
-18,000 |
-2,420 |
0 |
N/A |
|
NOBL |
ProShares S&P 500 Dividend ... |
|
- |
$0.00 |
$382,000 |
3,763 |
% |
25,000 |
9 |
0 |
N/A |
|
FPEI |
First Trust Institutional P... |
|
- |
$0.00 |
$361,000 |
19,812 |
% |
-29,000 |
-2,060 |
0 |
N/A |
|