Holdings Channel
EntityShares/Amount
Change
Position Value
Change
ARM +5,057+$380
CAVA +8,600+$370
NVO +3,125+$323
INTU +493+$308
DELL +3,525+$270
VEA +5,200+$249
AMD +1,632+$241
KEYS +1,490+$237
MS +2,485+$232
SHW +690+$215
EntityShares/Amount
Change
Position Value
Change
IBDO -15,600-$396
XOM -1,900-$223
KMB -1,662-$201
ORCC -13,201-$183
EntityShares/Amount
Change
Position Value
Change
IWR +2,717+$486
MRNA +1,533+$139
IWM +1,301+$335
PANW +1,157+$711
AAPL +1,107+$1,065
ONON +1,050+$18
NOW +947+$1,164
MDB +941+$611
AMZN +740+$830
ATLASSIAN CORP PLC +580+$346
EntityShares/Amount
Change
Position Value
Change
FPEI -4,732-$59
TROW -2,365-$230
IYF -1,686+$56
PGX -1,491-$9
HDV -1,189-$72
PFE -1,125-$89
DXCM -995+$25
INTC -900+$85
VRP -846+$5
Size ($ in 1000's)
At 12/31/2023: $158,698
At 09/30/2023: $136,257

AFT Forsyth & Company Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AFT Forsyth & Company Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By AFT Forsyth & Company Inc.
As of  12/31/2023, we find all stocks held by AFT Forsyth & Company Inc. to be as follows, presented in the table below with each row detailing each AFT Forsyth & Company Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-AFT Forsyth & Company Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by AFT Forsyth & Company Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
NVIDIA CORPORATION 33,465 +356 $16,572
     NVDA33,465+356$16,572
APPLE INC 41,076 +1,107 $7,908
     AAPL41,076+1,107$7,908
MICROSOFT CORP 20,118 +557 $7,565
     MSFT20,118+557$7,565
MASTERCARD INCORPORATED 10,641 +15 $4,539
     MA10,641+15$4,539
AMAZON COM INC 29,655 +740 $4,506
     AMZN29,655+740$4,506
VISA INC 16,853 +25 $4,388
     V16,853+25$4,388
ISHARES TR (IGM) 9,380 -163 $4,204
     IGM9,380-163$4,204
LILLY ELI & CO 7,030 +165 $4,098
     LLY7,030+165$4,098
ISHARES TR (IJR) 29,914 -392 $3,238
     IJR29,914-392$3,238
ADOBE SYSTEMS INCORPORATED 5,322 +363 $3,175
     ADBE5,322+363$3,175
INTUITIVE SURGICAL INC 9,254 +90 $3,122
     ISRG9,254+90$3,122
SERVICENOW INC 4,302 +947 $3,039
     NOW4,302+947$3,039
ISHARES TR (IWR) 35,174 +2,717 $2,734
     IWR35,174+2,717$2,734
SALESFORCE INC 9,731 +289 $2,561
     CRM9,731+289$2,561
ALPHABET INC 17,520 +200 $2,447
     GOOGL17,520+200$2,447
HOME DEPOT INC 6,649 +26 $2,304
     HD6,649+26$2,304
PALO ALTO NETWORKS INC 7,266 +1,157 $2,143
     PANW7,266+1,157$2,143
JPMORGAN CHASE & CO 11,820 +76 $2,011
     JPM11,820+76$2,011
COSTCO WHSL CORP NEW 2,943 +55 $1,942
     COST2,943+55$1,942
MONGODB INC 4,537 +941 $1,855
     MDB4,537+941$1,855
BLACKROCK INC 2,194 +5 $1,781
     BLK2,194+5$1,781
ISHARES TR (IJK) 21,133 +21 $1,674
     IJK21,133+21$1,674
ISHARES TR (IJH) 5,773 -42 $1,600
     IJH5,773-42$1,600
BERKSHIRE HATHAWAY INC DEL      $1,556
     BRK.B4,363+162$1,556
META PLATFORMS INC 4,359 +210 $1,543
     META4,359+210$1,543
THERMO FISHER SCIENTIFIC INC 2,891 +10 $1,535
     TMO2,891+10$1,535
ISHARES TR (HDV) 14,730 -1,189 $1,502
     HDV14,730-1,189$1,502
ATLASSIAN CORP PLC 6,305 +580 $1,500
     COM6,305+580$1,500
ISHARES TR (IJT) 11,751 +17 $1,470
     IJT11,751+17$1,470
ISHARES TR (IWF) 4,843 +103 $1,468
     IWF4,843+103$1,468
ISHARES TR (IYF) 17,085 -1,686 $1,459
     IYF17,085-1,686$1,459
SPDR SER TR (HYMB) 57,400 -350 $1,452
     HYMB57,400-350$1,452
JOHNSON & JOHNSON 9,035 +26 $1,416
     JNJ9,035+26$1,416
LULULEMON ATHLETICA INC 2,720 -175 $1,391
     LULU2,720-175$1,391
LOCKHEED MARTIN CORP 3,055 +25 $1,385
     LMT3,055+25$1,385
MERCADOLIBRE INC 833 +38 $1,309
     MELI833+38$1,309
ISHARES TR (IJJ) 11,007 -37 $1,255
     IJJ11,007-37$1,255
ISHARES TR (IGV) 2,883 -175 $1,170
     IGV2,883-175$1,170
AMGEN INC 3,859 +25 $1,111
     AMGN3,859+25$1,111
ISHARES TR (IWO) 4,407 +1 $1,111
     IWO4,407+1$1,111
ABBVIE INC 6,543 -75 $1,014
     ABBV6,543-75$1,014
WORKDAY INC 3,560 +410 $983
     WDAY3,560+410$983
ISHARES TR (IYH) 3,270 -260 $936
     IYH3,270-260$936
MERCK & CO INC 8,487 +100 $925
     MRK8,487+100$925
STARBUCKS CORP 9,215 +100 $885
     SBUX9,215+100$885
ISHARES TR (IWM) 4,376 +1,301 $878
     IWM4,376+1,301$878
BROADCOM INC 762 +120 $851
     AVGO762+120$851
SOUTHERN CO 11,998 UNCH $841
     SO11,998UNCH$841
ISHARES TR (IWP) 7,968 +3 $832
     IWP7,968+3$832
ASML HOLDING N V 1,083 UNCH $820
     ASML1,083UNCH$820
VANECK ETF TRUST (HYD) 15,625 UNCH $807
     HYD15,625UNCH$807
CISCO SYS INC 15,942 +200 $805
     CSCO15,942+200$805
ALPHABET INC 5,640 UNCH $795
     GOOG5,640UNCH$795
ZOETIS INC 4,016 -200 $793
     ZTS4,016-200$793
INVESCO EXCH TRADED FD TR II (VRP) 33,371 -846 $770
     VRP33,371-846$770
VANECK ETF TRUST (FLTR) 29,886 +100 $752
     FLTR29,886+100$752
SPDR S&P 500 ETF TR (SPY) 1,581 -199 $751
     SPY1,581-199$751
TEXAS INSTRS INC 4,390 +39 $748
     TXN4,390+39$748
ISHARES TR (IJS) 7,233 +19 $746
     IJS7,233+19$746
INVESCO QQQ TR 1,769 +96 $725
     QQQ1,769+96$725
INVESCO EXCHANGE TRADED FD T (PEY) 34,047 -380 $720
     PEY34,047-380$720
IDEXX LABS INC 1,282 UNCH $712
     IDXX1,282UNCH$712
PEPSICO INC 4,174 +26 $709
     PEP4,174+26$709
PRICE T ROWE GROUP INC 6,348 -2,365 $684
     TROW6,348-2,365$684
SNOWFLAKE INC 3,363 UNCH $669
     SNOW3,363UNCH$669
ISHARES TR (IWN) 4,068 -50 $632
     IWN4,068-50$632
GOLDMAN SACHS GROUP INC 1,575 UNCH $608
     GS1,575UNCH$608
ISHARES TR (IWD) 3,665 +15 $606
     IWD3,665+15$606
ARISTA NETWORKS INC 2,498 +300 $588
     ANET2,498+300$588
PROCTER AND GAMBLE CO 3,973 +75 $582
     PG3,973+75$582
ISHARES TR (IBB) 4,256 -387 $578
     IBB4,256-387$578
CHIPOTLE MEXICAN GRILL INC 251 -100 $574
     CMG251-100$574
CATERPILLAR INC 1,925 -35 $569
     CAT1,925-35$569
STRYKER CORPORATION 1,845 UNCH $553
     SYK1,845UNCH$553
SPDR SER TR (TFI) 11,750 UNCH $552
     TFI11,750UNCH$552
GARTNER INC 1,210 +125 $546
     IT1,210+125$546
TERADYNE INC 4,986 UNCH $541
     TER4,986UNCH$541
AMERICAN EXPRESS CO 2,811 UNCH $527
     AXP2,811UNCH$527
MODERNA INC 5,178 +1,533 $515
     MRNA5,178+1,533$515
AUTOMATIC DATA PROCESSING IN 2,161 -53 $503
     ADP2,161-53$503
LAM RESEARCH CORP 620 UNCH $486
     LRCX620UNCH$486
UNION PAC CORP 1,954 -65 $480
     UNP1,954-65$480
DEXCOM INC 3,830 -995 $475
     DXCM3,830-995$475
ABBOTT LABS 4,184 UNCH $461
     ABT4,184UNCH$461
ISHARES TR (LQD) 4,146 -243 $459
     LQD4,146-243$459
COCA COLA CO 7,749 +125 $457
     KO7,749+125$457
VANGUARD WHITEHALL FDS (VYM) 3,795 +9 $424
     VYM3,795+9$424
UNITEDHEALTH GROUP INC 799 +25 $421
     UNH799+25$421
CITIGROUP INC 8,141 -750 $419
     C8,141-750$419
INVESCO EXCHANGE TRADED FD T (PGF) 27,531 UNCH $401
     PGF27,531UNCH$401
INTEL CORP 7,970 -900 $400
     INTC7,970-900$400
FIRST TR EXCH TRADED FD III (FPEI) 21,872 -4,732 $390
     FPEI21,872-4,732$390
ARM Holdings PLC 5,057 +5,057 $380
     ARM5,057+5,057$380
BOOKING HOLDINGS INC 106 UNCH $376
     BKNG106UNCH$376
CAVA GROUP INC. 8,600 +8,600 $370
     CAVA8,600+8,600$370
ISHARES TR (IWL) 3,151 +3 $363
     IWL3,151+3$363
VEEVA SYS INC 1,859 UNCH $358
     VEEV1,859UNCH$358
PROSHARES TR (NOBL) 3,754 -268 $357
     NOBL3,754-268$357
ON HLDG AG 13,250 +1,050 $357
     ONON13,250+1,050$357
ACCENTURE PLC IRELAND 972 +175 $341
     ACN972+175$341
3M CO 3,103 UNCH $339
     MMM3,103UNCH$339
PFIZER INC 11,648 -1,125 $335
     PFE11,648-1,125$335
HERSHEY CO 1,765 -45 $329
     HSY1,765-45$329
CHEVRON CORP NEW 2,169 -75 $324
     CVX2,169-75$324
NOVO NORDISK A S 3,125 +3,125 $323
     NVO3,125+3,125$323
CLOROX CO DEL 2,215 -400 $316
     CLX2,215-400$316
INTUIT 493 +493 $308
     INTU493+493$308
AFLAC INC 3,675 UNCH $303
     AFL3,675UNCH$303
ISHARES TR (IUSG) 2,890 +16 $301
     IUSG2,890+16$301
INVESCO EXCHANGE TRADED FD T (RSP) 1,828 +5 $288
     RSP1,828+5$288
APOLLO GLOBAL MGMT INC 3,000 UNCH $280
     APO3,000UNCH$280
DELL TECHNOLOGIES INC 3,525 +3,525 $270
     DELL3,525+3,525$270
ISHARES TR (OEF) 1,210 UNCH $270
     OEF1,210UNCH$270
ILLINOIS TOOL WKS INC 1,000 UNCH $262
     ITW1,000UNCH$262
ISHARES TR (IWS) 2,255 +9 $262
     IWS2,255+9$262
J P MORGAN EXCHANGE TRADED F (JEPI) 4,757 +231 $262
     JEPI4,757+231$262
ISHARES TR (MUB) 2,380 UNCH $258
     MUB2,380UNCH$258
ISHARES TR (IWB) 958 -13 $251
     IWB958-13$251
VANGUARD TAX MANAGED FDS (VEA) 5,200 +5,200 $249
     VEA5,200+5,200$249
ISHARES TR (IWY) 1,410 +2 $247
     IWY1,410+2$247
TAIWAN SEMICONDUCTOR MFG LTD 2,340 UNCH $243
     TSM2,340UNCH$243
ADVANCED MICRO DEVICES INC 1,632 +1,632 $241
     AMD1,632+1,632$241
KEYSIGHT TECHNOLOGIES INC 1,490 +1,490 $237
     KEYS1,490+1,490$237
FIRST TR EXCH TRADED FD III (FPE) 14,019 UNCH $236
     FPE14,019UNCH$236
MORGAN STANLEY 2,485 +2,485 $232
     MS2,485+2,485$232
ISHARES TR (IHE) 1,165 -160 $216
     IHE1,165-160$216
SHERWIN WILLIAMS CO 690 +690 $215
     SHW690+690$215
FIRST TR EXCHANGE TRADED FD (RDVY) 4,119 -588 $213
     RDVY4,119-588$213
BLACK STONE MINERALS L P 13,213 +346 $211
     BSM13,213+346$211
INVESCO EXCH TRADED FD TR II (SPHD) 4,937 -211 $209
     SPHD4,937-211$209
ENTERPRISE PRODS PARTNERS L 7,878 +146 $208
     EPD7,878+146$208
MONDELEZ INTL INC 2,867 +2,867 $208
     MDLZ2,867+2,867$208
RAYTHEON TECHNOLOGIES CORP 2,387 +2,387 $201
     RTX2,387+2,387$201
INVESCO EXCH TRADED FD TR II (PGX) 15,038 -1,491 $172
     PGX15,038-1,491$172
HONDA MOTOR LTD 1,280 +25 $40
     HMC1,280+25$40
ISHARES TR $0 (exited)
     IBDO0-15,600$0
KIMBERLY CLARK CORP $0 (exited)
     KMB0-1,662$0
OWL ROCK CAPITAL CORPORATION $0 (exited)
     ORCC0-13,201$0
EXXON MOBIL CORP 0 -1,900 $0 (exited)
     XOM0-1,900$0

See Summary: AFT Forsyth & Company Inc. Top Holdings
See Details: Top 10 Stocks Held By AFT Forsyth & Company Inc.

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