AFT FORSYTH COMPANY INC

Stock Holdings
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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)
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NVDA
NVIDIA
297,262-3,010-1.00%
Created with Highcharts 10.1.0
$7.7817.35%0.00%32,217,2232025-03-31
AAPL
APPLE
39,383-105-0.27%
Created with Highcharts 10.1.0
$45.514.71%0.00%8,748,2272025-03-31
MSFT
MICROSOFT
19,231-60-0.31%
Created with Highcharts 10.1.0
$106.523.89%0.00%7,219,2542025-03-31
LLY
ELI LILLY
7,425-125-1.66%
Created with Highcharts 10.1.0
$195.503.30%0.00%6,132,3822025-03-31
V
VISA
16,604-10-0.06%
Created with Highcharts 10.1.0
$125.913.13%0.00%5,818,9212025-03-31
AMZN
AMAZON
30,368-225-0.74%
Created with Highcharts 10.1.0
$72.913.11%0.00%5,777,8162025-03-31
MA
MASTERCARD
10,51000.00%
Created with Highcharts 10.1.0
$181.253.10%0.00%5,760,9052025-03-31
IGM
ISHARES EXPANDED TECH SECTOR ETF
53,743-350-0.65%
Created with Highcharts 10.1.0
$29.782.62%0.09%4,872,9192025-03-31
ISRG
INTUITIVE SURGICAL
9,114-95-1.03%
Created with Highcharts 10.1.0
$206.422.43%0.00%4,513,8912025-03-31
COST
COSTCO WHOLESALE
3,42100.00%
Created with Highcharts 10.1.0
$458.181.74%0.00%3,235,5132025-03-31
NOW
SERVICENOW
4,046-55-1.34%
Created with Highcharts 10.1.0
$371.311.74%0.00%3,221,1822025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
28,935-112-0.39%
Created with Highcharts 10.1.0
$77.371.63%0.00%3,025,7402025-03-31
IWR
ISHARES RUSSELL MID-CAP ETF
34,996-204-0.58%
Created with Highcharts 10.1.0
$54.031.60%0.01%2,977,0762025-03-31
JPM
JPMORGAN CHASE
11,818+200+1.72%
Created with Highcharts 10.1.0
$112.071.56%0.00%2,898,9552025-03-31
GOOGL
ALPHABET
18,145-255-1.39%
Created with Highcharts 10.1.0
$73.061.51%0.00%2,805,9862025-03-31
CRM
SALESFORCE
9,964+100+1.01%
Created with Highcharts 10.1.0
$131.971.44%0.00%2,673,9842025-03-31
META
META
4,44900.00%
Created with Highcharts 10.1.0
$198.571.38%0.00%2,564,2262025-03-31
PANW
PALO ALTO NETWORKS
14,487-285-1.93%
Created with Highcharts 10.1.0
$103.111.33%0.00%2,472,0622025-03-31
BRK.B
BERKSHIRE HATHAWAY
4,308+100+2.38%
Created with Highcharts 10.1.0
$0.001.24%0.00%2,294,3552025-03-31
HD
HOME DEPOT
5,964-50-0.83%
Created with Highcharts 10.1.0
$189.801.18%0.00%2,185,7462025-03-31
BLK
BLACKROCK
2,240+5+0.22%
Created with Highcharts 10.1.0
$526.331.14%0.00%2,120,0692025-03-31
MELI
MERCADOLIBRE
1,001-25-2.44%
Created with Highcharts 10.1.0
$712.641.05%0.00%1,952,8212025-03-31
IYF
ISHARES US FINANCIALS ETF
16,516+3+0.02%
Created with Highcharts 10.1.0
$63.161.00%0.05%1,863,8712025-03-31
TMO
THERMO FISHER SCIENTIFIC
3,708-165-4.26%
Created with Highcharts 10.1.0
$394.450.99%0.00%1,845,1612025-03-31
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
21,160+4+0.02%
Created with Highcharts 10.1.0
$52.750.95%0.02%1,762,2432025-03-31
ARM
ARM HOLDINGS PLC
16,351+400+2.51%
Created with Highcharts 10.1.0
$108.350.94%0.00%1,746,1232025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
4,813+1+0.02%
Created with Highcharts 10.1.0
$136.280.94%0.00%1,737,9102025-03-31
HDV
ISHARES CORE HIGH DIVIDEND ETF
14,345-64-0.44%
Created with Highcharts 10.1.0
$89.730.94%0.02%1,737,4382025-03-31
AVGO
BROADCOM
10,24000.00%
Created with Highcharts 10.1.0
$96.430.92%0.00%1,714,4832025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
28,022-140-0.50%
Created with Highcharts 10.1.0
$187.540.88%0.00%1,635,0862025-03-31
ADBE
ADOBE
4,225-478-10.16%
Created with Highcharts 10.1.0
$291.290.87%0.00%1,620,4142025-03-31
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
11,803+6+0.05%
Created with Highcharts 10.1.0
$84.600.79%0.03%1,469,4412025-03-31
LMT
LOCKHEED MARTIN
3,033-55-1.78%
Created with Highcharts 10.1.0
$330.650.73%0.00%1,354,8712025-03-31
ABBV
ABBVIE
6,31800.00%
Created with Highcharts 10.1.0
$98.960.71%0.00%1,323,7472025-03-31
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
10,804+5+0.05%
Created with Highcharts 10.1.0
$78.210.70%0.02%1,293,5382025-03-31
TEAM
ATLASSIAN
5,925-195-3.19%
Created with Highcharts 10.1.0
$178.420.68%0.00%1,257,3442025-03-31
AMGN
AMGEN
4,015-155-3.72%
Created with Highcharts 10.1.0
$198.420.67%0.00%1,250,8732025-03-31
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
14,019+50+0.36%
Created with Highcharts 10.1.0
$54.980.67%0.01%1,247,5782025-03-31
JNJ
JOHNSON & JOHNSON
7,489-225-2.92%
Created with Highcharts 10.1.0
$141.220.67%0.00%1,241,9762025-03-31
IWO
ISHARES RUSSELL 2000 GROWTH ETF
4,408+1+0.02%
Created with Highcharts 10.1.0
$182.960.61%0.01%1,126,2502025-03-31
SO
SOUTHERN
11,99800.00%
Created with Highcharts 10.1.0
$67.540.59%0.00%1,103,2162025-03-31
ORCL
ORACLE
7,024+285+4.23%
Created with Highcharts 10.1.0
$147.760.53%0.00%982,0252025-03-31
IYH
ISHARES US HEALTHCARE ETF
15,980+89+0.56%
Created with Highcharts 10.1.0
$40.900.52%0.03%973,0062025-03-31
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
7,99300.00%
Created with Highcharts 10.1.0
$60.290.51%0.01%939,1602025-03-31
GOOG
ALPHABET
5,62000.00%
Created with Highcharts 10.1.0
$61.830.47%0.00%878,0132025-03-31
IWM
ISHARES RUSSELL 2000 ETF
4,37800.00%
Created with Highcharts 10.1.0
$163.140.47%0.00%873,3752025-03-31
GS
GOLDMAN SACHS GROUP
1,574+59+3.89%
Created with Highcharts 10.1.0
$358.270.46%0.00%859,8602025-03-31
SBUX
STARBUCKS
8,615+500+6.16%
Created with Highcharts 10.1.0
$64.490.46%0.00%845,0452025-03-31
SPY
SPDR S&P 500 ETF
1,502+13+0.87%
Created with Highcharts 10.1.0
$324.260.45%0.00%840,2362025-03-31
ANET
ARISTA NETWORKS
10,661-75-0.70%
Created with Highcharts 10.1.0
$86.850.44%0.00%826,0142025-03-31