Aft, Forsyth & Sober, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $302 Million distributed in 79 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 $32.2M, Spdr S&P 500 ETF Trust with a value of $27.9M, Nvidia Corp with a value of $18.6M, Invesco S&P 500 Equal Weight E with a value of $16.6M, and Ishares Core S&P Mid Cap ETF with a value of $14.4M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $289M to 302M.

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

Portfolio value $302 Million
ETFs: $149 Million
Technology: $63.5 Million
Financial Services: $29.5 Million
Energy: $21.4 Million
Healthcare: $14.7 Million
Communication Services: $8.22 Million
Industrials: $5.84 Million
Consumer Cyclical: $4.35 Million
Other: $5.99 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $302 Million
  • Prior Value $289 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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