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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AFT Forsyth & Sober LLC
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|---|---|
| CRD # | 162858 |
| SEC # | 801-76925 |
| CIK # | 0001569656, 0001566801, 0000015696 |
| AUM | $323.5 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 813-684-9218 |
| Address | 4355 Lynx Paw Trail Valrico, FL 33596 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 26.9 | ||
| Microsoft Corp | 10.6 | ||
| Apple Inc | 6.7 | ||
| Facebook Inc | 6.4 | ||
| Palantir Technologies Inc | 5.6 | ||
| Oracle Corp | 5.3 | ||
| ServiceNow Inc | 4.8 | ||
| Goldman Sachs Group Inc | 4.4 | ||
| Wells Fargo & Co/MN | 4.1 | ||
| McKesson Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 187.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 131.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 323.5 |
| By Discretionary | ||
| Discretionary | 20 | 27.5 |
| Non-Discretionary | 4 | 296.0 |
| Total | 24 | 323.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.5 | |
| Total | 24 | 323.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566801] | |
| 13F-HR | [0001569656] |
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|---|---|---|
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VA | 0.3 |
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Perennial Advisors Group LLC
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MA | 0.3 |
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0.3 | |
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CO | 0.3 |
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Kennicott Capital Management LLC
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0.3 | |
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All Terrain Financial Advisors LLC
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MN | 0.3 |
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S & P Financial Inc
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OR | 0.3 |
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Shira Ridge Wealth Management
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CA | 0.3 |
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Mindset Wealth Management LLC
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IN | 0.3 |
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SFM LLC
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NH | 0.3 |