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 |
MongoDB, Inc.
| MDB | COM | 3,325 | 495 | 1,366,542 | 804,542 | 0.97 | 0.00 |
Hist
| 06/30/2023 |
Palo Alto Networks Inc
| PANW | COM | 5,719 | 544 | 1,461,262 | 613,262 | 1.04 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 32,457 | 2,583 | 2,370,329 | 513,329 | 1.68 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 11,539 | 76 | 1,678,238 | 480,238 | 1.19 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 4,740 | 67 | 1,304,463 | 321,463 | 0.92 | |
Hist
| 06/30/2023 |
IDEXX LABORATORIES INC /DE
| IDXX | Common | 1,282 | 25 | 643,859 | 233,859 | 0.46 | |
Hist
| 06/30/2023 |
Snowflake Inc.
| SNOW | Common | 3,243 | 1,238 | 570,703 | 229,703 | 0.40 | |
Hist
| 06/30/2023 |
STARBUCKS CORP
| SBUX | Common | 9,115 | 785 | 902,932 | 200,932 | 0.64 | 0.00 |
Hist
| 06/30/2023 |
CISCO SYSTEMS, INC.
| CSCO | Common | 15,942 | 200 | 824,839 | 194,839 | 0.58 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | ETF | 3,145 | 615 | 588,964 | 171,964 | 0.42 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 1,656 | 11 | 611,898 | 171,898 | 0.43 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJT | S&P SMLCP Grow | 11,734 | 33 | 1,348,634 | 158,634 | 0.96 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 3,898 | 161 | 591,483 | 119,483 | 0.42 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYH | Common | 3,496 | 60 | 979,697 | 110,697 | 0.69 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 4,148 | 52 | 768,254 | 99,254 | 0.54 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJS | S&P SMLCP VALU | 7,214 | 39 | 685,984 | 93,984 | 0.49 | |
Hist
| 06/30/2023 |
NOBLE INTERNATIONAL, LTD.
| NOBL | Common | 4,442 | 315 | 418,780 | 88,780 | 0.30 | |
Hist
| 06/30/2023 |
EQUISHARES CORPORATION
| IWL | Common | 3,148 | 5 | 335,748 | 68,748 | 0.24 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| HYMB | Common | 57,750 | 28,875 | 1,444,328 | 60,328 | 1.02 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSG | Common | 2,874 | 25 | 280,640 | 52,640 | 0.20 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWN | ETF | 4,118 | 2 | 579,767 | 48,767 | 0.41 | |
Hist
| 06/30/2023 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 3,780 | 22 | 400,918 | 43,918 | 0.28 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RSP | ETF | 1,818 | 15 | 272,101 | 42,101 | 0.19 | |
Hist
| 06/30/2023 |
COCA COLA CO
| KO | Common | 7,624 | 125 | 459,117 | 39,117 | 0.33 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| PEY | Exchange Traded Fund | 34,966 | 503 | 672,051 | 31,051 | 0.48 | |
Hist
| 06/30/2023 |
VanEck ETF Trust
| FLTR | Common | 29,687 | 1 | 749,606 | 12,606 | 0.53 | |
Hist
| 06/30/2023 |
AbbVie Inc.
| ABBV | COM | 6,618 | 45 | 891,643 | 9,643 | 0.63 | 0.00 |
Hist
| 06/30/2023 |
UNITEDHEALTH GROUP INC
| UNH | Common | 774 | 29 | 372,015 | -3,985 | 0.26 | 0.00 |
Hist
| 06/30/2023 |
Atlassian Corp
| TEAM | Common | 5,135 | 765 | 861,704 | -58,296 | 0.61 | |
Hist
| 06/30/2023 |
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