Aft, Forsyth & Company, Inc. Incresed Positions in Q1 2025

Aft, Forsyth & Company, Inc.

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 2.38%
$442.66 - $534.52 $44.3K - $53.5K
4.31K $2.29M
C
Citigroup Inc

Financial Services
1.93K
+ 25.45%
$67.23 - $84.63 $129K - $163K
9.49K $673K
JPM
Jpmorgan Chase & CO

Financial Services
200
+ 1.72%
$225.19 - $279.95 $45K - $56K
11.8K $2.9M
SBUX
Starbucks Corp

Consumer Cyclical
500
+ 6.16%
$91.75 - $115.81 $45.9K - $57.9K
8.62K $845K
IYH
Ishares Tr

ETFs
89
+ 0.56%
$58.32 - $62.76 $5.19K - $5.59K
16K $973K
IYF
Ishares Tr

ETFs
3
+ 0.02%
$107.69 - $119.37 $323 - $358
16.5K $1.86M
EPD
Enterprise Products Partners L.P.

Energy
173
+ 1.59%
$31.75 - $34.14 $5.49K - $5.91K
11K $376K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.61K
+ 14.43%
$51.45 - $58.51 $82.8K - $94.2K
12.8K $661K
JEPI
J P Morgan Exchange Traded Fd

ETFs
522
+ 6.07%
$56.17 - $59.71 $29.3K - $31.2K
9.12K $520K
IHE
Ishares Tr

ETFs
9
+ 0.26%
$65.36 - $72.85 $588 - $656
3.43K $242K
PEY
Invesco Exchange Traded Fd Tr

ETFs
80
+ 0.23%
$20.82 - $22.08 $1.67K - $1.77K
34.5K $740K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10
+ 0.24%
$47.08 - $50.67 $471 - $507
4.16K $208K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.16%
$126.11 - $135.06 $757 - $810
3.83K $493K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
33
+ 0.27%
$18.54 - $18.88 $612 - $623
12.3K $229K
Arm Holdings PLC
400
+ 2.51%
N/A
16.4K $0
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.02%
$57.22 - $63.39 $57.2 - $63.4
4.13K $241K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.33%
$169.43 - $182.84 $1.02K - $1.1K
1.8K $311K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.09%
$122.59 - $135.24 $245 - $270
2.27K $285K
GS
Goldman Sachs Group Inc

Financial Services
59
+ 3.89%
$524.81 - $672.19 $31K - $39.7K
1.57K $859K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.28%
$554.06 - $615.85 $554 - $616
357 $200K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.05%
$127.9 - $140.56 $256 - $281
4.21K $538K
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.03%
$135.83 - $151.73 $136 - $152
3.16K $433K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.87%
$551.42 - $612.93 $7.17K - $7.97K
1.5K $840K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.05%
$117.4 - $131.02 $587 - $655
10.8K $1.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 1.75%
$468.34 - $539.52 $14.1K - $16.2K
1.74K $815K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.12%
$96.3 - $112.23 $867 - $1.01K
7.29K $710K
DELL
Dell Technologies Inc.

Technology
90
+ 2.26%
$90.34 - $124.66 $8.13K - $11.2K
4.08K $371K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.05%
$121.0 - $142.28 $726 - $854
11.8K $1.47M
ORCL
Oracle Corp

Technology
285
+ 4.23%
$139.81 - $186.47 $39.8K - $53.1K
7.02K $982K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.02%
$254.58 - $302.92 $255 - $303
4.41K $1.13M
IGV
Ishares Expanded Tech Software

ETFs
50
+ 0.36%
$88.3 - $107.83 $4.42K - $5.39K
14K $1.25M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.02%
$81.62 - $96.63 $326 - $387
21.2K $1.76M
BLK
Black Rock Inc.

Financial Services
5
+ 0.22%
$900.46 - $1075.5 $4.5K - $5.38K
2.24K $2.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$360.07 - $417.26 $360 - $417
4.81K $1.74M
CRM
Salesforce, Inc.

Technology
100
+ 1.01%
$268.36 - $359.95 $26.8K - $36K
9.96K $2.67M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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