AFT FORSYTH COMPANY INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| NVDA | NVIDIA | 297,262 | -3,010 | -1.00% | $7.78 | 17.35% | 0.00% | 32,217,223 | 2025-03-31 | ||||||
| AAPL | APPLE | 39,383 | -105 | -0.27% | $45.51 | 4.71% | 0.00% | 8,748,227 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 19,231 | -60 | -0.31% | $106.52 | 3.89% | 0.00% | 7,219,254 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 7,425 | -125 | -1.66% | $195.50 | 3.30% | 0.00% | 6,132,382 | 2025-03-31 | ||||||
| V | VISA | 16,604 | -10 | -0.06% | $125.91 | 3.13% | 0.00% | 5,818,921 | 2025-03-31 | ||||||
| AMZN | AMAZON | 30,368 | -225 | -0.74% | $72.91 | 3.11% | 0.00% | 5,777,816 | 2025-03-31 | ||||||
| MA | MASTERCARD | 10,510 | 0 | 0.00% | $181.25 | 3.10% | 0.00% | 5,760,905 | 2025-03-31 | ||||||
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 53,743 | -350 | -0.65% | $29.78 | 2.62% | 0.09% | 4,872,919 | 2025-03-31 | ||||||
| ISRG | INTUITIVE SURGICAL | 9,114 | -95 | -1.03% | $206.42 | 2.43% | 0.00% | 4,513,891 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 3,421 | 0 | 0.00% | $458.18 | 1.74% | 0.00% | 3,235,513 | 2025-03-31 | ||||||
| NOW | SERVICENOW | 4,046 | -55 | -1.34% | $371.31 | 1.74% | 0.00% | 3,221,182 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 28,935 | -112 | -0.39% | $77.37 | 1.63% | 0.00% | 3,025,740 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 34,996 | -204 | -0.58% | $54.03 | 1.60% | 0.01% | 2,977,076 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 11,818 | +200 | +1.72% | $112.07 | 1.56% | 0.00% | 2,898,955 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 18,145 | -255 | -1.39% | $73.06 | 1.51% | 0.00% | 2,805,986 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 9,964 | +100 | +1.01% | $131.97 | 1.44% | 0.00% | 2,673,984 | 2025-03-31 | ||||||
| META | META | 4,449 | 0 | 0.00% | $198.57 | 1.38% | 0.00% | 2,564,226 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 14,487 | -285 | -1.93% | $103.11 | 1.33% | 0.00% | 2,472,062 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 4,308 | +100 | +2.38% | $0.00 | 1.24% | 0.00% | 2,294,355 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 5,964 | -50 | -0.83% | $189.80 | 1.18% | 0.00% | 2,185,746 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 2,240 | +5 | +0.22% | $526.33 | 1.14% | 0.00% | 2,120,069 | 2025-03-31 | ||||||
| MELI | MERCADOLIBRE | 1,001 | -25 | -2.44% | $712.64 | 1.05% | 0.00% | 1,952,821 | 2025-03-31 | ||||||
| IYF | ISHARES US FINANCIALS ETF | 16,516 | +3 | +0.02% | $63.16 | 1.00% | 0.05% | 1,863,871 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 3,708 | -165 | -4.26% | $394.45 | 0.99% | 0.00% | 1,845,161 | 2025-03-31 | ||||||
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 21,160 | +4 | +0.02% | $52.75 | 0.95% | 0.02% | 1,762,243 | 2025-03-31 | ||||||
| ARM | ARM HOLDINGS PLC | 16,351 | +400 | +2.51% | $108.35 | 0.94% | 0.00% | 1,746,123 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 4,813 | +1 | +0.02% | $136.28 | 0.94% | 0.00% | 1,737,910 | 2025-03-31 | ||||||
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 14,345 | -64 | -0.44% | $89.73 | 0.94% | 0.02% | 1,737,438 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 10,240 | 0 | 0.00% | $96.43 | 0.92% | 0.00% | 1,714,483 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 28,022 | -140 | -0.50% | $187.54 | 0.88% | 0.00% | 1,635,086 | 2025-03-31 | ||||||
| ADBE | ADOBE | 4,225 | -478 | -10.16% | $291.29 | 0.87% | 0.00% | 1,620,414 | 2025-03-31 | ||||||
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 11,803 | +6 | +0.05% | $84.60 | 0.79% | 0.03% | 1,469,441 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 3,033 | -55 | -1.78% | $330.65 | 0.73% | 0.00% | 1,354,871 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 6,318 | 0 | 0.00% | $98.96 | 0.71% | 0.00% | 1,323,747 | 2025-03-31 | ||||||
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 10,804 | +5 | +0.05% | $78.21 | 0.70% | 0.02% | 1,293,538 | 2025-03-31 | ||||||
| TEAM | ATLASSIAN | 5,925 | -195 | -3.19% | $178.42 | 0.68% | 0.00% | 1,257,344 | 2025-03-31 | ||||||
| AMGN | AMGEN | 4,015 | -155 | -3.72% | $198.42 | 0.67% | 0.00% | 1,250,873 | 2025-03-31 | ||||||
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 14,019 | +50 | +0.36% | $54.98 | 0.67% | 0.01% | 1,247,578 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 7,489 | -225 | -2.92% | $141.22 | 0.67% | 0.00% | 1,241,976 | 2025-03-31 | ||||||
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 4,408 | +1 | +0.02% | $182.96 | 0.61% | 0.01% | 1,126,250 | 2025-03-31 | ||||||
| SO | SOUTHERN | 11,998 | 0 | 0.00% | $67.54 | 0.59% | 0.00% | 1,103,216 | 2025-03-31 | ||||||
| ORCL | ORACLE | 7,024 | +285 | +4.23% | $147.76 | 0.53% | 0.00% | 982,025 | 2025-03-31 | ||||||
| IYH | ISHARES US HEALTHCARE ETF | 15,980 | +89 | +0.56% | $40.90 | 0.52% | 0.03% | 973,006 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 7,993 | 0 | 0.00% | $60.29 | 0.51% | 0.01% | 939,160 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 5,620 | 0 | 0.00% | $61.83 | 0.47% | 0.00% | 878,013 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 4,378 | 0 | 0.00% | $163.14 | 0.47% | 0.00% | 873,375 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 1,574 | +59 | +3.89% | $358.27 | 0.46% | 0.00% | 859,860 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 8,615 | +500 | +6.16% | $64.49 | 0.46% | 0.00% | 845,045 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,502 | +13 | +0.87% | $324.26 | 0.45% | 0.00% | 840,236 | 2025-03-31 | ||||||
| ANET | ARISTA NETWORKS | 10,661 | -75 | -0.70% | $86.85 | 0.44% | 0.00% | 826,014 | 2025-03-31 | ||||||