Aft, Forsyth & Company, Inc. Reduced Holdings in Q3 2024

Aft, Forsyth & Company, Inc.

  • $199 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-435
- 0.14%
$98.91 - $134.91 $43K - $58.7K
318K $38.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.46K
- 53.97%
$233.4 - $302.36 $341K - $441K
1.25K $337K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-18K
- 34.52%
$25.38 - $26.27 $458K - $474K
34.2K $899K
MSFT
Microsoft Corp

Technology
-67
- 0.34%
$395.15 - $467.56 $26.5K - $31.3K
19.8K $8.51M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-9.64K
- 30.94%
$23.61 - $24.64 $228K - $238K
21.5K $526K
ADBE
Adobe Inc.

Technology
-24
- 0.48%
$508.13 - $586.55 $12.2K - $14.1K
4.99K $2.59M
LRCX
Lam Research Corp

Technology
-30
- 5.04%
$731.56 - $1127.3 $21.9K - $33.8K
565 $461K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-7.45K
- 37.35%
$18.36 - $19.08 $137K - $142K
12.5K $238K
GOOG
Alphabet Inc.

Communication Services
-20
- 0.35%
$149.54 - $192.66 $2.99K - $3.85K
5.62K $939K
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.18%
$111.15 - $128.97 $1.67K - $1.93K
8.47K $962K
INTU
Intuit Inc

Technology
-100
- 19.12%
$602.97 - $670.49 $60.3K - $67K
423 $262K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-50
- 0.4%
$49.83 - $62.75 $2.49K - $3.14K
12.5K $720K
TROW
Price T Rowe Group Inc

Financial Services
-199
- 4.72%
$101.71 - $120.75 $20.2K - $24K
4.02K $438K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-534
- 13.23%
$106.11 - $113.72 $56.7K - $60.7K
3.5K $395K
TXN
Texas Instruments Inc

Technology
-105
- 2.39%
$194.6 - $194.6 $20.4K - $20.4K
4.29K $833K
IDXX
Idexx Laboratories Inc

Healthcare
-65
- 5.79%
$455.08 - $517.19 $29.6K - $33.6K
1.06K $533K
MUB
Ishares National Muni Bond ETF

ETFs
-135
- 6.28%
$106.13 - $108.7 $14.3K - $14.7K
2.02K $218K
C
Citigroup Inc

Financial Services
-28
- 0.37%
$56.11 - $67.61 $1.57K - $1.89K
7.56K $473K
XOM
Exxon Mobil Corp

Energy
-79
- 3.92%
$109.72 - $119.0 $8.67K - $9.4K
1.94K $226K
HMC
Honda Motor CO LTD

Consumer Cyclical
-7
- 0.55%
$29.02 - $33.61 $203 - $235
1.27K $40K
Atlassian Corporation
-15
- 0.25%
N/A
5.96K $0
PANW
Palo Alto Networks Inc

Technology
-60
- 0.81%
$294.18 - $368.01 $17.7K - $22.1K
7.39K $2.53M
IGV
Ishares Expanded Tech Software

ETFs
-316
- 2.16%
$77.94 - $89.37 $24.6K - $28.2K
14.3K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 0.82%
$434.77 - $502.96 $6.52K - $7.54K
1.82K $887K
PG
Procter & Gamble CO

Consumer Defensive
-75
- 1.95%
$160.76 - $177.82 $12.1K - $13.3K
3.76K $651K
SHW
Sherwin Williams CO

Basic Materials
-75
- 10.87%
$294.65 - $384.0 $22.1K - $28.8K
615 $234K
UNP
Union Pacific Corp

Industrials
-30
- 1.56%
$221.78 - $256.09 $6.65K - $7.68K
1.89K $466K
IBB
Ishares Biotechnology ETF

ETFs
-32
- 0.73%
$135.09 - $149.47 $4.32K - $4.78K
4.36K $635K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-67
- 1.78%
$95.1 - $106.76 $6.37K - $7.15K
3.7K $394K
CLX
Clorox CO

Consumer Defensive
-75
- 3.65%
$131.73 - $166.97 $9.88K - $12.5K
1.98K $322K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 1.57%
$488.01 - $604.18 $5.37K - $6.65K
688 $402K
ZTS
Zoetis Inc.

Healthcare
-73
- 2.48%
$172.58 - $196.48 $12.6K - $14.3K
2.87K $560K
KO
Coca Cola CO

Consumer Defensive
-131
- 1.72%
$62.69 - $73.01 $8.21K - $9.56K
7.49K $538K
CSCO
Cisco Systems, Inc.

Technology
-350
- 2.75%
$44.74 - $53.22 $15.7K - $18.6K
12.4K $659K
IT
Gartner Inc

Technology
-25
- 2.07%
$441.32 - $516.47 $11K - $12.9K
1.19K $600K
JPM
Jpmorgan Chase & CO

Financial Services
-215
- 1.79%
$194.9 - $224.8 $41.9K - $48.3K
11.8K $2.49M
IWN
Ishares Russell2000 Val ETF

ETFs
-10
- 0.25%
$150.05 - $171.34 $1.5K - $1.71K
4.06K $677K
IYH
Ishares Tr

ETFs
-2
- 0.01%
$60.29 - $66.38 $121 - $133
16.2K $1.05M
WDAY
Workday, Inc.

Technology
-45
- 1.31%
$207.75 - $264.68 $9.35K - $11.9K
3.39K $827K
IGM
Ishares Expanded Tech Sector E

ETFs
-204
- 0.36%
$84.03 - $98.62 $17.1K - $20.1K
56K $5.38M
MDB
Mongo Db, Inc.

Technology
-15
- 0.31%
$221.5 - $296.69 $3.32K - $4.45K
4.82K $1.3M
MMM
3 M CO

Industrials
-75
- 2.42%
$99.69 - $139.42 $7.48K - $10.5K
3.03K $414K
JNJ
Johnson & Johnson

Healthcare
-173
- 2.11%
$145.48 - $167.38 $25.2K - $29K
8.03K $1.3M
HDV
Ishares Core High Dividend ETF

ETFs
-278
- 1.83%
$107.62 - $118.76 $29.9K - $33K
14.9K $1.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11
- 0.04%
$57.32 - $62.65 $631 - $689
28.9K $1.8M
ABBV
Abb Vie Inc.

Healthcare
-225
- 3.44%
$163.84 - $199.33 $36.9K - $44.8K
6.32K $1.25M
SBUX
Starbucks Corp

Consumer Cyclical
-190
- 2.29%
$72.51 - $98.6 $13.8K - $18.7K
8.12K $791K
CRM
Salesforce, Inc.

Technology
-50
- 0.51%
$238.42 - $276.53 $11.9K - $13.8K
9.8K $2.68M
IYF
Ishares Tr

ETFs
-62
- 0.36%
$93.83 - $105.05 $5.82K - $6.51K
17.1K $1.77M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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