Aft, Forsyth & Sober, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $33.9M, Spdr S&P 500 ETF Trust with a value of $28.7M, Invesco S&P 500 Equal Weight E with a value of $16.4M, Ishares Core S&P Mid Cap ETF with a value of $14.5M, and Ishares Core S&P Sm Cap ETF with a value of $10.9M.

Examining the 13F form we can see an decrease of $18.2M in the current position value, from $302M to 284M.

Below you can find more details about Aft, Forsyth & Sober, LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $141 Million
Technology: $55.1 Million
Financial Services: $31.6 Million
Energy: $19.6 Million
Healthcare: $13.3 Million
Communication Services: $9.12 Million
Industrials: $5.37 Million
Consumer Cyclical: $4.79 Million
Other: $4.03 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $284 Million
  • Prior Value $302 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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