Fund HoldingsAFT, FORSYTH & COMPANY, INC.

Total Portfolio Value
$175.5K
Total Bought
$7.95M
Total Sold
$24.99M
Net Transaction
-$17.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)33,46530,795-2,67016,57227,82515854.52%+11,253
JOHNSON & JOHNSON(JNJ)08,375+8,37501,325754.92%+1,325
LILLY ELI & CO(LLY)7,0306,440-5904,0985,0102854.70%+912
ARM Holdings PLC5,0578,622+3,5653801,078614.05%+698
ISHARES TR9,38056,097+46,7174,2044,8342754.64%+631
SPDR SER TR
ST STR NUVEE ETF
011,750+11,7500546311.19%+546
META PLATFORMS INC(META)4,3594,219-1401,5432,0491167.32%+506
BOEING CO(BA)02,565+2,5650495282.06%+495
AMAZON COM INC(AMZN)29,65527,690-1,9654,5064,9952845.96%+489
INTUITIVE SURGICAL INC9,2548,849-4053,1223,5322012.25%+410
CROWDSTRIKE HLDGS INC(CRWD)01,201+1,2010385219.39%+385
PROSHARES TR
S&P 500 DV ARIST
03,763+3,7630382217.42%+382
MICROSOFT CORP(MSFT)20,11818,878-1,2407,5657,9424525.47%+377
MERCADOLIBRE INC(MELI)8331,108+2751,3091,675954.55%+366
TOAST INC(TOST)014,300+14,3000356203.05%+356
MASTERCARD INCORPORATED(MA)10,64110,156-4854,5394,8912786.87%+352
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
05,473+5,4730297169.15%+297
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
05,124+5,1240296168.93%+296
ISHARES TR21,13321,137+41,6741,9291099.01%+255
CAVA GROUP INC(CAVA)8,6008,6000370602343.26%+233
EXXON MOBIL CORP01,828+1,8280213121.08%+213
ORACLE CORP(ORCL)01,680+1,6800211120.24%+211
SALESFORCE INC(CRM)9,7319,196-5352,5612,7701578.13%+209
JPMORGAN CHASE & CO(JPM)11,82011,025-7952,0112,2081258.31%+198
ISHARES TR17,08517,030-551,4591,629928.16%+170
ISHARES TR4,8434,844+11,4681,633930.31%+164
SERVICENOW INC(NOW)4,3024,202-1003,0393,2041825.40%+164
CHIPOTLE MEXICAN GRILL INC(CMG)0251+2510730415.72%+730
ISHARES TR5,77328,882+23,1091,6001,754999.58%+154
BROADCOM INC(AVGO)762752-10851997567.92%+146
ISHARES TR
CORE HIGH DV ETF
014,916+14,91601,644936.66%+1,644
ISHARES TR35,17434,179-9952,7342,8741637.68%+140
VISA INC(V)16,85316,198-6554,3884,5212575.85%+133
DELL TECHNOLOGIES INC(DELL)3,5253,490-35270398226.92%+129
MERCK & CO INC(MRK)8,4877,937-5509251,047596.74%+122
APOLLO GLOBAL MGMT INC(APO)03,500+3,5000394224.26%+394
ON HLDG AG(ONON)013,250+13,2500469267.11%+469
CATERPILLAR INC(CAT)1,9251,815-110569665378.95%+96
ARISTA NETWORKS INC2,4982,348-150588681387.96%+93
LAM RESEARCH CORP(LRCX)620595-25486578329.55%+93
SPDR S&P 500 ETF TR(SPY)1,5811,603+22751839477.78%+87
ISHARES TR4,4074,40701,1111,193679.96%+82
STRYKER CORPORATION(SYK)1,8451,770-75553633360.92%+81
ISHARES TR7,9687,989+21832912519.59%+80
NOVO-NORDISK A S(NVO)3,1253,1250323401228.63%+78
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,3402,3400243318181.40%+75
INVESCO QQQ TR1,7691,797+28725798454.55%+73
ISHARES TR11,75111,771+201,4701,539876.85%+68
BERKSHIRE HATHAWAY INC DEL4,3633,863-5001,5561,624925.61%+68
ISHARES TR2,88314,439+11,5561,1701,231701.56%+62
CITIGROUP INC(C)8,1417,591-550419480273.53%+61
ADVANCED MICRO DEVICES INC(AMD)1,6321,6320241295167.84%+54
ISHARES TR3,6653,670+5606657374.57%+52
ISHARES TR015,886+15,8860983560.32%+983
THERMO FISHER SCIENTIFIC INC(TMO)2,8912,716-1751,5351,579899.56%+44
ABBVIE INC(ABBV)05,808+5,80801,058602.64%+1,058
ISHARES TR4,3764,3760878920524.37%+42
ISHARES TR11,00710,935-721,2551,294737.05%+38
ISHARES TR2,8902,893+3301339193.22%+38
ISHARES TR3,1513,152+1363401228.32%+38
AUTOMATIC DATA PROCESSING IN02,161+2,1610540307.51%+540
VANGUARD WHITEHALL FDS3,7953,800+5424460261.99%+36
MODERNA INC(MRNA)5,1785,158-20515550313.18%+35
GARTNER INC(IT)1,2101,2100546577328.64%+31
ISHARES TR01,210+1,2100299170.58%+299
ISHARES TR1,4101,411+1247275156.83%+28
ENTERPRISE PRODS PARTNERS L(EPD)08,028+8,0280234133.48%+234
ISHARES TR0961+9610277157.75%+277
SHERWIN WILLIAMS CO(SHW)6906900215240136.56%+24
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,8281,832+4288310176.84%+22
ISHARES TR03,502+3,5020238135.47%+238
ISHARES TR02,257+2,2570283161.18%+283
ISHARES TR04,364+4,3640599341.18%+599
SOUTHERN CO(SO)11,99811,9980841861490.44%+19
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
4,1194,123+4213232131.96%+19
CHEVRON CORP NEW(CVX)02,169+2,1690342194.95%+342
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
033,047+33,0470786447.58%+786
ABBOTT LABS4,1844,1840461476270.97%+15
HERSHEY CO(HSY)01,765+1,7650343195.61%+343
ISHARES TR4,0684,069+1632646368.17%+14
VANECK ETF TRUST
IG FLOA RATE ETF
29,88629,987+101752765435.88%+13
TERADYNE INC(TER)4,9864,911-75541554315.73%+13
AFLAC INC(AFL)03,675+3,6750316179.79%+316
VANGUARD TAX-MANAGED FDS5,2005,2000249261148.65%+12
INTUIT(INTU)493488-5308317180.74%+9
WORKDAY INC(WDAY)3,5603,630+70983990564.14%+7
BLACK STONE MINERALS L P(BSM)013,619+13,6190218124.00%+218
FIRST TR EXCH TRADED FD III014,019+14,0190243138.35%+243
MORGAN STANLEY(MS)2,4852,4850232234133.32%+2
UNION PAC CORP(UNP)1,9541,9540480481273.81%+1
ISHARES TR7,2337,242+9746744424.02%-1
COSTCO WHSL CORP NEW(COST)2,9432,648-2951,9421,9401105.32%-3
HOME DEPOT INC(HD)6,6495,989-6602,3042,2971309.05%-7
ALPHABET INC(GOOG)17,52016,170-1,3502,4472,4411390.60%-7
MONDELEZ INTL INC(MDLZ)2,8672,8670208201114.35%-7
PALO ALTO NETWORKS INC(PANW)7,2667,516+2502,1432,1361216.81%-7
VEEVA SYS INC(VEEV)01,514+1,5140351199.87%+351
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
34,04734,490+443720712405.81%-8
ISHARES TR04,127+4,1270450256.14%+450
3M CO(MMM)3,1033,104+1339329187.62%-10
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