News + Filings Holdings
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AFT, FORSYTH & COMPANY, INC.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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NVIDIA CORP
| NVDA | Common | 32,947 | -3,011 | 13,937,118 | 9,572,118 | 9.88 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 39,754 | -4,304 | 7,711,029 | 1,622,029 | 5.47 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 19,386 | -1,560 | 6,601,780 | 1,723,780 | 4.68 | 0.00 |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 10,511 | -1,515 | 4,134,011 | 715,011 | 2.93 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 16,528 | -1,205 | 3,925,149 | 775,149 | 2.78 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGM | Common | 9,574 | -383 | 3,761,443 | 1,009,443 | 2.67 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 28,440 | -2,795 | 3,707,438 | 177,438 | 2.63 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 6,675 | -490 | 3,130,442 | 813,442 | 2.22 | 0.00 |
Hist
| 06/30/2023 |
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INTUITIVE SURGICAL INC
| ISRG | Common | 8,979 | -1,420 | 3,070,279 | 1,121,279 | 2.18 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 30,366 | -205 | 3,025,955 | 360,955 | 2.15 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 4,929 | -1,393 | 2,410,232 | 670,232 | 1.71 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWR | ETF | 32,457 | 2,583 | 2,370,329 | 513,329 | 1.68 | |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 6,598 | -1,462 | 2,049,566 | -174,434 | 1.45 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 16,460 | -2,760 | 1,970,262 | 132,262 | 1.40 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 9,197 | -575 | 1,942,958 | 536,958 | 1.38 | |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 3,110 | -525 | 1,747,727 | 374,727 | 1.24 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 11,539 | 76 | 1,678,238 | 480,238 | 1.19 | |
Hist
| 06/30/2023 |
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iShares High Dividend ETF JDR
| HDV | ETF | 16,164 | -387 | 1,629,162 | 118,162 | 1.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJK | Common | 21,112 | -886 | 1,583,402 | 197,402 | 1.12 | |
Hist
| 06/30/2023 |
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BlackRock Inc.
| BLK | Common | 2,214 | -239 | 1,529,839 | 179,839 | 1.08 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 5,840 | -3 | 1,527,078 | 246,078 | 1.08 | |
Hist
| 06/30/2023 |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 2,806 | -595 | 1,464,152 | -260,848 | 1.04 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 5,719 | 544 | 1,461,262 | 613,262 | 1.04 | 0.00 |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 8,782 | -969 | 1,453,626 | -139,374 | 1.03 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 2,688 | -5 | 1,446,984 | 174,984 | 1.03 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| HYMB | Common | 57,750 | 28,875 | 1,444,328 | 60,328 | 1.02 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,201 | -127 | 1,432,541 | 276,541 | 1.02 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 3,090 | -180 | 1,422,628 | 159,628 | 1.01 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYF | COM | 18,936 | -81 | 1,412,828 | 127,828 | 1.00 | |
Hist
| 06/30/2023 |
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MongoDB, Inc.
| MDB | COM | 3,325 | 495 | 1,366,542 | 804,542 | 0.97 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJT | S&P SMLCP Grow | 11,734 | 33 | 1,348,634 | 158,634 | 0.96 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 4,740 | 67 | 1,304,463 | 321,463 | 0.92 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJJ | Common | 11,094 | -301 | 1,188,520 | 162,520 | 0.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGV | Common | 3,306 | -115 | 1,143,749 | 287,749 | 0.81 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 3,929 | -150 | 1,127,544 | 574,544 | 0.80 | |
Hist
| 06/30/2023 |
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