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  Name: FORTE ASSET MANAGEMENT LLC
  City: BEDFORD
  State: NY
  Zip: 10506
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,983,000
  Total Value Change : $18,660,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... New $44.25 $5,476,000 123,329 % 5,476,000 123,329 0    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value New $183.74 $4,739,000 25,367 % 4,739,000 25,367 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... New $51.01 $3,604,000 70,273 % 3,604,000 70,273 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... New $81.35 $327,000 4,000 % 327,000 4,000 0    N/A
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... New $114.58 $290,000 2,500 % 290,000 2,500 0    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu New $123.50 $249,000 1,985 % 249,000 1,985 0    N/A
      6 Records Found
  1    
Page 1 of 1
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