Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2024)

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About Aft, Forsyth & Company, Inc.

Investment Activity

Aft, Forsyth & Company, Inc. has $175.50 million in total holdings as of March 31, 2024.
Aft, Forsyth & Company, Inc. owns shares of 137 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 6.10% of the portfolio was purchased this quarter.
About 6.35% of the portfolio was sold this quarter.
This quarter, Aft, Forsyth & Company, Inc. has purchased 135 new stocks and bought additional shares in 39 stocks.
Aft, Forsyth & Company, Inc. sold shares of 69 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA: $27,825,000
Microsoft: $7,942,296
Apple: $6,674,256
Eli Lilly and Company: $5,010,062
Amazon.com: $4,994,722

Largest New Holdings this Quarter

Boeing: $495,019 Holding
CrowdStrike: $385,029 Holding
Toast: $356,356 Holding
JPMorgan Nasdaq Equity Premium Income ETF: $296,870 Holding
Exxon Mobil: $212,506 Holding

Largest Purchases this Quarter

iShares Expanded Tech Sector ETF: 46,717 shares (about $4.03M)
iShares Core S&P Mid-Cap ETF: 23,109 shares (about $1.40M)
iShares Expanded Tech-Software Sector ETF: 11,556 shares (about $985.41K)
iShares U.S. Healthcare ETF: 12,616 shares (about $780.95K)
Boeing: 2,565 shares (about $495.02K)

Largest Sales this Quarter

NVIDIA: 2,670 shares (about $2.41M)
Microsoft: 1,240 shares (about $521.69K)
Eli Lilly and Company: 590 shares (about $459.00K)
Apple: 2,155 shares (about $369.54K)
Amazon.com: 1,965 shares (about $354.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$27,825,000	$2,412,494 ▼	-8.0%	30,795	15.9%	Computer and Technology
MSFT Microsoft	$7,942,296	$521,689 ▼	-6.2%	18,878	4.5%	Computer and Technology
AAPL Apple	$6,674,256	$369,544 ▼	-5.2%	38,921	3.8%	Computer and Technology
LLY Eli Lilly and Company	$5,010,062	$458,996 ▼	-8.4%	6,440	2.9%	Medical
AMZN Amazon.com	$4,994,722	$354,447 ▼	-6.6%	27,690	2.8%	Retail/Wholesale
MA Mastercard	$4,891,006	$233,570 ▼	-4.6%	10,156	2.8%	Business Services
IGM iShares Expanded Tech Sector ETF	$4,834,444	$4,026,075 ▲	498.0%	56,097	2.8%	ETF
V Visa	$4,520,672	$182,803 ▼	-3.9%	16,198	2.6%	Business Services
ISRG Intuitive Surgical	$3,531,547	$161,631 ▼	-4.4%	8,849	2.0%	Medical
NOW ServiceNow	$3,203,605	$76,240 ▼	-2.3%	4,202	1.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,134,939	$171,198 ▼	-5.2%	28,365	1.8%	ETF
IWR iShares Russell Mid-Cap ETF	$2,874,153	$83,671 ▼	-2.8%	34,179	1.6%	ETF
CRM Salesforce	$2,769,651	$161,131 ▼	-5.5%	9,196	1.6%	Computer and Technology
ADBE Adobe	$2,468,503	$216,978 ▼	-8.1%	4,892	1.4%	Computer and Technology
GOOGL Alphabet	$2,440,538	$203,755 ▼	-7.7%	16,170	1.4%	Computer and Technology
HD Home Depot	$2,297,403	$253,178 ▼	-9.9%	5,989	1.3%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$2,208,361	$159,242 ▼	-6.7%	11,025	1.3%	Finance
PANW Palo Alto Networks	$2,135,521	$71,032 ▲	3.4%	7,516	1.2%	Computer and Technology
META Meta Platforms	$2,048,662	$67,981 ▼	-3.2%	4,219	1.2%	Computer and Technology
COST Costco Wholesale	$1,939,852	$216,109 ▼	-10.0%	2,648	1.1%	Retail/Wholesale
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,928,790	$365 ▲	0.0%	21,137	1.1%	ETF
MDB MongoDB	$1,788,538	$161,388 ▲	9.9%	4,987	1.0%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,754,287	$1,403,636 ▲	400.3%	28,882	1.0%	ETF
BLK BlackRock	$1,724,686	$104,198 ▼	-5.7%	2,069	1.0%	Finance
MELI MercadoLibre	$1,675,252	$415,789 ▲	33.0%	1,108	1.0%	Retail/Wholesale
HDV iShares Core High Dividend ETF	$1,643,857	$20,499 ▲	1.3%	14,916	0.9%	ETF
IWF iShares Russell 1000 Growth ETF	$1,632,720	$337 ▲	0.0%	4,844	0.9%	ETF
IYF iShares U.S. Financials ETF	$1,628,932	$5,261 ▼	-0.3%	17,030	0.9%	ETF
BRK.B Berkshire Hathaway	$1,624,469	$210,260 ▼	-11.5%	3,863	0.9%	Finance
TMO Thermo Fisher Scientific	$1,578,750	$101,724 ▼	-6.1%	2,716	0.9%	Medical
IJT iShares S&P Small-Cap 600 Growth ETF	$1,538,887	$2,615 ▲	0.2%	11,771	0.9%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$1,342,816	$131,790 ▼	-8.9%	52,270	0.8%	ETF
JNJ Johnson & Johnson	$1,324,907	$104,411 ▼	-7.3%	8,375	0.8%	Medical
LMT Lockheed Martin	$1,298,849	$90,988 ▼	-6.5%	2,855	0.7%	Aerospace
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,293,544	$8,517 ▼	-0.7%	10,935	0.7%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$1,231,253	$985,412 ▲	400.8%	14,439	0.7%	ETF
ATLASSIAN CORP PLC	$1,195,049	$35,120 ▼	-2.9%	6,125	0.7%	COM
IWO iShares Russell 2000 Growth ETF	$1,193,343		0.0%	4,407	0.7%	ETF
ARM Holdings PLC	$1,077,664	$445,589 ▲	70.5%	8,622	0.6%	COM
ABBV AbbVie	$1,057,637	$133,844 ▼	-11.2%	5,808	0.6%	Medical
LULU Lululemon Athletica	$1,056,708	$5,860 ▼	-0.6%	2,705	0.6%	Consumer Discretionary
MRK Merck & Co., Inc.	$1,047,287	$72,572 ▼	-6.5%	7,937	0.6%	Medical
AMGN Amgen	$1,020,572	$76,472 ▼	-7.0%	3,590	0.6%	Medical
AVGO Broadcom	$996,708	$13,254 ▼	-1.3%	752	0.6%	Computer and Technology
WDAY Workday	$990,083	$19,093 ▲	2.0%	3,630	0.6%	Computer and Technology
IYH iShares U.S. Healthcare ETF	$983,373	$780,954 ▲	385.8%	15,886	0.6%	ETF
IWM iShares Russell 2000 ETF	$920,280		0.0%	4,376	0.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$911,895	$2,397 ▲	0.3%	7,989	0.5%	ETF
SO Southern	$860,737		0.0%	11,998	0.5%	Utilities
SPY SPDR S&P 500 ETF Trust	$838,508	$11,508 ▲	1.4%	1,603	0.5%	Finance
QQQ Invesco QQQ	$797,740	$12,430 ▲	1.6%	1,797	0.5%	Finance
VRP Invesco Variable Rate Preferred ETF	$785,518	$7,701 ▼	-1.0%	33,047	0.4%	ETF
GOOG Alphabet	$782,616	$76,130 ▼	-8.9%	5,140	0.4%	Computer and Technology
FLTR VanEck Floating Rate ETF	$764,970	$2,577 ▲	0.3%	29,987	0.4%	ETF
SBUX Starbucks	$753,968	$88,191 ▼	-10.5%	8,250	0.4%	Retail/Wholesale
IJS iShares S&P Small-Cap 600 Value ETF	$744,161	$925 ▲	0.1%	7,242	0.4%	ETF
CMG Chipotle Mexican Grill	$729,599		0.0%	251	0.4%	Retail/Wholesale
PEY Invesco High Yield Equity Dividend Achievers ETF	$712,213	$9,148 ▲	1.3%	34,490	0.4%	ETF
ASML ASML	$706,502	$344,517 ▼	-32.8%	728	0.4%	Computer and Technology
TXN Texas Instruments	$689,001	$75,781 ▼	-9.9%	3,955	0.4%	Computer and Technology
ANET Arista Networks	$680,873	$43,497 ▼	-6.0%	2,348	0.4%	Computer and Technology
CSCO Cisco Systems	$675,881	$119,784 ▼	-15.1%	13,542	0.4%	Computer and Technology
PEP PepsiCo	$671,975	$58,448 ▼	-8.0%	3,840	0.4%	Consumer Staples
CAT Caterpillar	$665,070	$40,307 ▼	-5.7%	1,815	0.4%	Industrial Products
HYD VanEck High Yield Muni ETF	$659,783	$156,780 ▼	-19.2%	12,625	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$657,386	$896 ▲	0.1%	3,670	0.4%	ETF
IWN iShares Russell 2000 Value ETF	$646,150	$159 ▲	0.0%	4,069	0.4%	ETF
SNOW Snowflake	$645,269	$101,808 ▲	18.7%	3,993	0.4%	Computer and Technology
SYK Stryker	$633,430	$26,840 ▼	-4.1%	1,770	0.4%	Medical
CAVA CAVA Group	$602,430		0.0%	8,600	0.3%	Retail/Wholesale
IBB iShares Biotechnology ETF	$598,784	$14,819 ▲	2.5%	4,364	0.3%	Finance
IDXX IDEXX Laboratories	$595,003	$97,187 ▼	-14.0%	1,102	0.3%	Medical
LRCX Lam Research	$578,374	$24,301 ▼	-4.0%	595	0.3%	Computer and Technology
IT Gartner	$576,771		0.0%	1,210	0.3%	Business Services
GS The Goldman Sachs Group	$565,970	$91,892 ▼	-14.0%	1,355	0.3%	Finance
ZTS Zoetis	$564,467	$115,059 ▼	-16.9%	3,336	0.3%	Medical
TER Teradyne	$554,105	$8,462 ▼	-1.5%	4,911	0.3%	Computer and Technology
MRNA Moderna	$549,636	$2,131 ▼	-0.4%	5,158	0.3%	Medical
TFI SPDR Nuveen Barclays Municipal Bond ETF	$546,140		0.0%	11,750	0.3%	Finance
PG Procter & Gamble	$543,213	$101,406 ▼	-15.7%	3,348	0.3%	Consumer Staples
ADP Automatic Data Processing	$539,688		0.0%	2,161	0.3%	Business Services
AXP American Express	$514,807	$125,229 ▼	-19.6%	2,261	0.3%	Finance
BA Boeing	$495,019	$495,019 ▲	New Holding	2,565	0.3%	Aerospace
UNP Union Pacific	$480,547		0.0%	1,954	0.3%	Transportation
C Citigroup	$480,055	$34,782 ▼	-6.8%	7,591	0.3%	Finance
ABT Abbott Laboratories	$475,553		0.0%	4,184	0.3%	Medical
ONON ON	$468,785		0.0%	13,250	0.3%	Consumer Discretionary
VYM Vanguard High Dividend Yield ETF	$459,793	$605 ▲	0.1%	3,800	0.3%	ETF
TROW T. Rowe Price Group	$449,677	$324,333 ▼	-41.9%	3,688	0.3%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$449,536	$2,070 ▼	-0.5%	4,127	0.3%	Finance
DXCM DexCom	$435,518	$95,703 ▼	-18.0%	3,140	0.2%	Medical
KO Coca-Cola	$409,845	$64,239 ▼	-13.6%	6,699	0.2%	Consumer Staples
NVO Novo Nordisk A/S	$401,250		0.0%	3,125	0.2%	Medical
IWL iShares Russell Top 200 ETF	$400,706	$127 ▲	0.0%	3,152	0.2%	ETF
DELL Dell Technologies	$398,244	$3,994 ▼	-1.0%	3,490	0.2%	Computer and Technology
APO Apollo Global Management	$393,575	$56,225 ▲	16.7%	3,500	0.2%	Finance
CRWD CrowdStrike	$385,029	$385,029 ▲	New Holding	1,201	0.2%	Computer and Technology
PGF Invesco Financial Preferred ETF	$382,694	$36,881 ▼	-8.8%	25,111	0.2%	Manufacturing
NOBL ProShares S&P 500 Aristocrats ETF	$381,582	$913 ▲	0.2%	3,763	0.2%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$360,967	$37,532 ▼	-9.4%	19,812	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2024)

About Aft, Forsyth & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2024)

About Aft, Forsyth & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAft, Forsyth & Company, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information