The Analysis of AFT, FORSYTH & COMPANY, INC.'s Holdings
Currently, AFT, FORSYTH & COMPANY, INC. holds 116 types of securities in its portfolio with a total value $208.8M. In the most recent quarter, they have increased their positions in ORCL (+1.2K shares, valued at $333.8K), ZS (+1.1K shares, valued at $323.6K), IBIT (+3.9K shares, valued at $256.4K); decreased their positions in NVDA (-12.0K shares, valued at $2.2M), SHV (-12.0K shares, valued at $1.3M), FLTR (-5.4K shares, valued at $137.8K); initiated new positions in ZS (+1.1K shares, valued at $323.6K), IBIT (+3.9K shares, valued at $256.4K), SPHD (+4.2K shares, valued at $206.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION280.8K shares-4.09%2025-09-302025-11-07
AAPL APPLE INC39.5K shares0.15%2025-09-302025-11-07 MSFT MICROSOFT CORP19.2K shares-0.15%2025-09-302025-11-07 IGM ISHARES TR53.1K shares-0.11%2025-09-302025-11-07 AMZN AMAZON COM INC30.1K shares0.03%2025-09-302025-11-07 V VISA INC16.7K shares0.04%2025-09-302025-11-07 LLY ELI LILLY & CO7.4K shares-0.47%2025-09-302025-11-07 GOOGL ALPHABET INC18.2K shares0.28%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC9.4K shares3.02%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.12.3K shares4.40%2025-09-302025-11-07 NOW SERVICENOW INC4.1K shares1.75%2025-09-302025-11-07 IJR ISHARES TR28.5K shares0.18%2025-09-302025-11-07 IWR ISHARES TR35.0K shares0.02%2025-09-302025-11-07 META META PLATFORMS INC4.5K shares0.00%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW3.5K shares0.29%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC14.1K shares-1.46%2025-09-302025-11-07 MELI MERCADOLIBRE INC1.1K shares6.81%2025-09-302025-11-07 CRM SALESFORCE INC10.2K shares1.49%2025-09-302025-11-07 ORCL ORACLE CORP8.6K shares16.02%2025-09-302025-11-07 HD HOME DEPOT INC6.0K shares-0.22%2025-09-302025-11-07 IWF ISHARES TR4.8K shares-0.31%2025-09-302025-11-07 ARM ARM HOLDINGS PLC15.4K shares-1.97%2025-09-302025-11-07 IYF ISHARES TR16.6K shares0.65%2025-09-302025-11-07 IJK ISHARES TR21.2K shares0.02%2025-09-302025-11-07 IJH ISHARES TR28.1K shares0.12%2025-09-302025-11-07 HDV ISHARES TR14.4K shares0.30%2025-09-302025-11-07 IJT ISHARES TR11.8K shares0.05%2025-09-302025-11-07 IGV ISHARES TR14.1K shares0.36%2025-09-302025-11-07 ADBE ADOBE INC4.5K shares14.63%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP3.1K shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON7.7K shares4.34%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC1.8K shares9.54%2025-09-302025-11-07 IWO ISHARES TR4.4K shares0.00%2025-09-302025-11-07 IJJ ISHARES TR10.8K shares0.05%2025-09-302025-11-07 ABBV ABBVIE INC6.0K shares0.00%2025-09-302025-11-07 GOOG ALPHABET INC5.6K shares0.00%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC2.5K shares0.40%2025-09-302025-11-07 C CITIGROUP INC11.5K shares25.62%2025-09-302025-11-07 JEPQ J P MORGAN EXCHANGE TRADED F20.3K shares24.23%2025-09-302025-11-07 IWP ISHARES TR8.0K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO12.0K shares0.00%2025-09-302025-11-07 AMGN AMGEN INC3.9K shares-0.64%2025-09-302025-11-07 QQQ INVESCO QQQ TR1.7K shares0.06%2025-09-302025-11-07 IWM ISHARES TR4.3K shares0.02%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR1.5K shares-1.26%2025-09-302025-11-07 IYH ISHARES TR15.8K shares0.00%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F16.2K shares30.77%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO2.6K shares-1.51%2025-09-302025-11-07 CAT CATERPILLAR INC1.8K shares0.00%2025-09-302025-11-07 CSCO CISCO SYS INC12.3K shares0.00%2025-09-302025-11-07 ASML ASML HOLDING N V838 shares0.00%2025-09-302025-11-07 IJS ISHARES TR7.3K shares0.15%2025-09-302025-11-07 TXN TEXAS INSTRS INC4.3K shares-0.26%2025-09-302025-11-07 SHV ISHARES TR6.8K shares-63.77%2025-09-302025-11-07 IWD ISHARES TR3.7K shares0.16%2025-09-302025-11-07 PEY INVESCO EXCHANGE TRADED FD T34.2K shares-0.60%2025-09-302025-11-07 SYK STRYKER CORPORATION1.9K shares-5.08%2025-09-302025-11-07 IWN ISHARES TR3.8K shares0.00%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares0.00%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2025-09-302025-11-07 MRK MERCK & CO INC7.5K shares0.00%2025-09-302025-11-07 FLTR VANECK ETF TRUST24.6K shares-17.95%2025-09-302025-11-07 SBUX STARBUCKS CORP7.3K shares-14.80%2025-09-302025-11-07 MDB MONGODB INC2.0K shares-3.63%2025-09-302025-11-07 IBB ISHARES TR4.2K shares-1.02%2025-09-302025-11-07 ABT ABBOTT LABS4.2K shares0.00%2025-09-302025-11-07 BKNG BOOKING HOLDINGS INC101 shares0.00%2025-09-302025-11-07 PEP PEPSICO INC3.9K shares0.00%2025-09-302025-11-07 TFI SPDR SERIES TRUST11.8K shares0.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO3.4K shares-5.18%2025-09-302025-11-07 IWL ISHARES TR3.2K shares0.03%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS3.7K shares0.16%2025-09-302025-11-07 HYMB SPDR SERIES TRUST19.7K shares-5.40%2025-09-302025-11-07 MMM 3M CO3.0K shares0.00%2025-09-302025-11-07 APO APOLLO GLOBAL MGMT INC3.5K shares0.00%2025-09-302025-11-07 KO COCA COLA CO7.0K shares-3.67%2025-09-302025-11-07 TER TERADYNE INC3.3K shares-15.89%2025-09-302025-11-07 MS MORGAN STANLEY2.7K shares0.00%2025-09-302025-11-07 IUSG ISHARES TR2.5K shares0.12%2025-09-302025-11-07 AFL AFLAC INC3.7K shares0.00%2025-09-302025-11-07 UNP UNION PAC CORP1.7K shares-5.45%2025-09-302025-11-07 WDAY WORKDAY INC1.7K shares-7.40%2025-09-302025-11-07 OEF ISHARES TR1.2K shares0.00%2025-09-302025-11-07 ZTS ZOETIS INC2.7K shares0.04%2025-09-302025-11-07 IWY ISHARES TR1.3K shares-0.23%2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L11.4K shares1.70%2025-09-302025-11-07 NOBL PROSHARES TR3.4K shares0.38%2025-09-302025-11-07 IDXX IDEXX LABS INC552 shares1.85%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T1.8K shares0.28%2025-09-302025-11-07 IWB ISHARES TR931 shares-1.38%2025-09-302025-11-07 RTX RTX CORPORATION2.0K shares0.00%2025-09-302025-11-07 VRP INVESCO EXCH TRADED FD TR II13.2K shares-7.78%2025-09-302025-11-07 ZS ZSCALER INC1.1K sharesnew addition2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS5.2K shares0.00%2025-09-302025-11-07 HSY HERSHEY CO1.6K shares0.06%2025-09-302025-11-07 VEEV VEEVA SYS INC984 shares4.24%2025-09-302025-11-07 RDVY FIRST TR EXCHANGE TRADED FD4.1K shares-0.46%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC1.7K shares0.00%2025-09-302025-11-07 HMC HONDA MOTOR LTD1.3K shares0.00%2025-09-302025-11-07 TROW PRICE T ROWE GROUP INC2.6K shares-23.24%2025-09-302025-11-07 LQD ISHARES TR2.4K shares-9.41%2025-09-302025-11-07 CVX CHEVRON CORP NEW1.7K shares0.00%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF3.9K sharesnew addition2025-09-302025-11-07 IWS ISHARES TR1.8K shares-12.95%2025-09-302025-11-07 IHE ISHARES TR3.4K shares-0.44%2025-09-302025-11-07 IVV ISHARES TR359 shares0.00%2025-09-302025-11-07 IT GARTNER INC900 shares0.00%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS805 shares0.00%2025-09-302025-11-07 KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares0.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP1.9K shares0.00%2025-09-302025-11-07 SHW SHERWIN WILLIAMS CO615 shares0.00%2025-09-302025-11-07 FPEI FIRST TR EXCH TRADED FD III10.9K shares-7.74%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC495 shares0.00%2025-09-302025-11-07 ITW ILLINOIS TOOL WKS INC800 shares-20.00%2025-09-302025-11-07 SPHD INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2025-09-302025-11-07 DVY ISHARES TR1.4K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available