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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 : 17     View All Holdings Currently Viewing:  Unchanged 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $410.54 $5,061,000 12,030 % 537,000 0 0    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond - $0.00 $2,095,000 78,000 % 36,000 0 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD - $79.58 $1,939,000 24,280 % 110,000 0 0    N/A
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... - $153.09 $1,100,000 7,060 % 86,000 0 0    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... - $110.15 $746,000 6,750 % 3,000 0 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.00 $630,000 3,490 % 100,000 0 0    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth - $117.00 $585,000 4,994 % 65,000 0 0    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 - $284.23 $534,000 1,855 % 48,000 0 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $472.60 $486,000 1,000 % 132,000 0 0    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value - $88.20 $478,000 5,288 % 32,000 0 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $466,000 5,574 % 31,000 0 0    N/A
   (RBLX)1 Year Chart         RBLX Roblox Corp - $0.00 $382,000 10,000 % -75,000 0 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $440.06 $376,000 845 % 30,000 0 0    N/A
   (FTY)1 Year Chart         FTY iShares Trust - $51.12 $376,000 6,997 % -4,000 0 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $278.97 $339,000 1,125 % 43,000 0 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $256.30 $281,000 1,080 % 25,000 0 0    N/A
   (BARK)1 Year Chart         BARK Original Bark Ord Shs - $1.17 $235,000 189,275 % 83,000 0 0    N/A
      17 Records Found
  1    
Page 1 of 1
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