Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2025) About Aft, Forsyth & Company, Inc.Investment ActivityAft, Forsyth & Company, Inc. has $185.64 million in total holdings as of March 31, 2025.Aft, Forsyth & Company, Inc. owns shares of 126 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 0.76% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Aft, Forsyth & Company, Inc. has purchased 126 new stocks and bought additional shares in 36 stocks.Aft, Forsyth & Company, Inc. sold shares of 48 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $32,217,223Apple $8,748,227Microsoft $7,219,254Eli Lilly and Company $6,132,382Visa $5,818,921 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $601,455 Holding459200101 - International Business Machines $200,171 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 5,445 shares (about $601.46K)International Business Machines 805 shares (about $200.17K)Citigroup 1,925 shares (about $136.66K)JPMorgan Nasdaq Equity Premium Income ETF 1,610 shares (about $83.37K)Berkshire Hathaway 100 shares (about $53.26K) Largest Sales this Quarter NVIDIA 3,010 shares (about $326.22K)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 8,000 shares (about $201.76K)Adobe 478 shares (about $183.33K)MongoDB 1,005 shares (about $176.28K)Workday 700 shares (about $163.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAft, Forsyth & Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$32,217,223$326,223 ▼-1.0%297,26217.4%Computer and TechnologyAAPLApple$8,748,227$23,324 ▼-0.3%39,3834.7%Computer and TechnologyMSFTMicrosoft$7,219,254$22,524 ▼-0.3%19,2313.9%Computer and TechnologyLLYEli Lilly and Company$6,132,382$103,239 ▼-1.7%7,4253.3%MedicalVVisa$5,818,921$3,505 ▼-0.1%16,6043.1%Business ServicesAMZNAmazon.com$5,777,816$42,809 ▼-0.7%30,3683.1%Retail/WholesaleMAMastercard$5,760,9050.0%10,5103.1%Business ServicesIGMiShares Expanded Tech Sector ETF$4,872,919$31,735 ▼-0.6%53,7432.6%ETFISRGIntuitive Surgical$4,513,891$47,051 ▼-1.0%9,1142.4%MedicalCOSTCostco Wholesale$3,235,5130.0%3,4211.7%Retail/WholesaleNOWServiceNow$3,221,182$43,788 ▼-1.3%4,0461.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,025,740$11,712 ▼-0.4%28,9351.6%ETFIWRiShares Russell Mid-Cap ETF$2,977,076$17,354 ▼-0.6%34,9961.6%ETFJPMJPMorgan Chase & Co.$2,898,955$49,060 ▲1.7%11,8181.6%FinanceGOOGLAlphabet$2,805,986$39,434 ▼-1.4%18,1451.5%Computer and TechnologyCRMSalesforce$2,673,984$26,836 ▲1.0%9,9641.4%Computer and TechnologyMETAMeta Platforms$2,564,2260.0%4,4491.4%Computer and TechnologyPANWPalo Alto Networks$2,472,062$48,632 ▼-1.9%14,4871.3%Computer and TechnologyBRK.BBerkshire Hathaway$2,294,355$53,258 ▲2.4%4,3081.2%FinanceHDHome Depot$2,185,746$18,324 ▼-0.8%5,9641.2%Retail/WholesaleBLKBlackRock$2,120,069$4,732 ▲0.2%2,2401.1%FinanceMELIMercadoLibre$1,952,821$48,772 ▼-2.4%1,0011.1%Retail/WholesaleIYFiShares U.S. Financials ETF$1,863,871$339 ▲0.0%16,5161.0%ETFTMOThermo Fisher Scientific$1,845,161$82,107 ▼-4.3%3,7081.0%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$1,762,243$333 ▲0.0%21,1600.9%ETFARM HOLDINGS PLC$1,746,123$42,716 ▲2.5%16,3510.9%SPONSORED ADSIWFiShares Russell 1000 Growth ETF$1,737,910$361 ▲0.0%4,8130.9%ETFHDViShares Core High Dividend ETF$1,737,438$7,752 ▼-0.4%14,3450.9%ETFAVGOBroadcom$1,714,4830.0%10,2400.9%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,635,086$8,169 ▼-0.5%28,0220.9%ETFADBEAdobe$1,620,414$183,327 ▼-10.2%4,2250.9%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$1,469,441$747 ▲0.1%11,8030.8%ETFLMTLockheed Martin$1,354,871$24,569 ▼-1.8%3,0330.7%AerospaceABBVAbbVie$1,323,7470.0%6,3180.7%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$1,293,538$599 ▲0.0%10,8040.7%ETFTEAMAtlassian$1,257,344$41,381 ▼-3.2%5,9250.7%Computer and TechnologyAMGNAmgen$1,250,873$48,290 ▼-3.7%4,0150.7%MedicalIGViShares Expanded Tech-Software Sector ETF$1,247,578$4,450 ▲0.4%14,0190.7%ETFJNJJohnson & Johnson$1,241,976$37,314 ▼-2.9%7,4890.7%MedicalIWOiShares Russell 2000 Growth ETF$1,126,250$256 ▲0.0%4,4080.6%ETFSOSouthern$1,103,2160.0%11,9980.6%UtilitiesORCLOracle$982,025$39,846 ▲4.2%7,0240.5%Computer and TechnologyIYHiShares U.S. Healthcare ETF$973,006$5,419 ▲0.6%15,9800.5%ETFIWPiShares Russell Mid-Cap Growth ETF$939,1600.0%7,9930.5%ETFGOOGAlphabet$878,0130.0%5,6200.5%Computer and TechnologyIWMiShares Russell 2000 ETF$873,3750.0%4,3780.5%FinanceGSThe Goldman Sachs Group$859,860$32,231 ▲3.9%1,5740.5%FinanceSBUXStarbucks$845,045$49,045 ▲6.2%8,6150.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$840,236$7,272 ▲0.9%1,5020.5%FinanceANETArista Networks$826,014$5,811 ▼-0.7%10,6610.4%Computer and TechnologyQQQInvesco QQQ$816,078$14,070 ▲1.8%1,7400.4%FinanceTXNTexas Instruments$770,0150.0%4,2850.4%Computer and TechnologyFLTRVanEck Floating Rate ETF$765,600$8,840 ▼-1.1%29,9650.4%ETFCRWDCrowdStrike$765,4510.0%2,1710.4%Computer and TechnologyCSCOCisco Systems$764,7100.0%12,3920.4%Computer and TechnologyMRKMerck & Co., Inc.$760,4470.0%8,4720.4%MedicalPEYInvesco High Yield Equity Dividend Achievers ETF$740,470$1,718 ▲0.2%34,4890.4%ETFSYKStryker$733,333$18,613 ▼-2.5%1,9700.4%MedicalAXPAmerican Express$728,0490.0%2,7060.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$710,333$877 ▲0.1%7,2870.4%ETFIWDiShares Russell 1000 Value ETF$684,774$941 ▲0.1%3,6390.4%ETFCCitigroup$673,553$136,656 ▲25.5%9,4880.4%FinanceASMLASML$671,2440.0%1,0130.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$661,134$83,367 ▲14.4%12,7680.4%ETFADPAutomatic Data Processing$659,945$306 ▼0.0%2,1600.4%Business ServicesCMGChipotle Mexican Grill$627,6250.0%12,5000.3%Retail/WholesalePGProcter & Gamble$618,113$23,177 ▼-3.6%3,6270.3%Consumer StaplesSHViShares Short Treasury Bond ETF$601,455$601,455 ▲New Holding5,4450.3%ETFWDAYWorkday$601,340$163,471 ▼-21.4%2,5750.3%Computer and TechnologyCATCaterpillar$598,5870.0%1,8150.3%IndustrialsPEPPepsiCo$579,3680.0%3,8640.3%Consumer StaplesIWNiShares Russell 2000 Value ETF$575,193$37,742 ▼-6.2%3,8100.3%ETFABTAbbott Laboratories$555,0080.0%4,1840.3%MedicalIBBiShares Biotechnology ETF$538,602$256 ▲0.0%4,2110.3%FinanceTFISPDR Nuveen Barclays Municipal Bond ETF$529,5730.0%11,7500.3%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$525,207$201,760 ▼-27.8%20,8250.3%ETFKOCoca-Cola$522,3250.0%7,2930.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$520,829$29,827 ▲6.1%9,1150.3%ETFVYMVanguard High Dividend Yield ETF$493,565$774 ▲0.2%3,8270.3%ETFITGartner$491,0960.0%1,1700.3%Business ServicesAPOApollo Global Management$479,2900.0%3,5000.3%FinanceBKNGBooking$465,2980.0%1010.3%Retail/WholesaleMDBMongoDB$451,129$176,277 ▼-28.1%2,5720.2%Computer and TechnologyUNPUnion Pacific$447,4390.0%1,8940.2%TransportationMMM3M$445,0430.0%3,0300.2%Multi-Sector ConglomeratesVRPInvesco Variable Rate Preferred ETF$440,286$86,196 ▼-16.4%18,1640.2%ETFZTSZoetis$439,346$32,934 ▼-7.0%2,6680.2%MedicalIWLiShares Russell Top 200 ETF$433,698$137 ▲0.0%3,1560.2%ETFAFLAflac$408,6230.0%3,6750.2%FinanceLRCXLam Research$392,821$18,176 ▼-4.4%5,4030.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$388,4400.0%2,3400.2%Computer and TechnologyEPDEnterprise Products Partners$376,768$5,906 ▲1.6%11,0360.2%EnergyDELLDell Technologies$371,892$8,204 ▲2.3%4,0800.2%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$371,583$1,022 ▼-0.3%3,6370.2%ETFIUSGiShares Core S&P U.S. Growth ETF$356,756$8,515 ▼-2.3%2,8070.2%ManufacturingCVXChevron$345,2870.0%2,0640.2%EnergyOEFiShares S&P 100 ETF$327,7040.0%1,2100.2%ETFTERTeradyne$324,316$55,760 ▼-14.7%3,9260.2%Computer and TechnologyMSMorgan Stanley$313,2590.0%2,6850.2%FinanceTROWT. Rowe Price Group$312,3580.0%3,4000.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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