Aft, Forsyth & Sober, LLC
AFT, FORSYTH & SOBER, LLC is a boutique investment adviser and financial planning firm headquartered in Valrico, Florida. Registered with the SEC since 2012, it provides portfolio management and investment advisory services primarily for individuals and high net worth clients as well as a small number of charitable organizations and businesses. Serving 9 clients, the firm manages over $282 million in assets and employs 2 experienced financial advisors. Its client base consists mainly of high-net-worth individuals and select charitable entities. The firm delivers comprehensive financial planning, retirement planning, and investment strategy solutions tailored to each client’s needs.
Investment Strategy
AFT, FORSYTH & SOBER, LLC offers tailored investment advisory services aligned with client objectives, risk tolerance, time horizon, and income needs. Their approach combines portfolio management for individuals and small businesses, focusing on customized solutions that emphasize long-term financial growth, retirement preparedness, and asset management. The firm provides discretionary and non-discretionary account solutions, aiming to deliver prudent, objective-driven investment advisory in a fiduciary capacity.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 12.48% | $37.0M | 67,125 | $344.31 | $551.64 | +$5.8M |
S SPY | SPDR S&P 500 ETF TR | 10.28% | $30.5M | 49,400 | $446.15 | $617.85 | +$3.1M |
N NVDA | NVIDIA CORPORATION | 9.06% | $26.9M | 170,225 | $91.44 | $157.99 | +$8.6M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.83% | $17.3M | 95,250 | $139.39 | $181.74 | +$983.8K |
F FRI | FIRST TR EXCHANGE-TRADED FD | 5.37% | $15.9M | 489,050 | $28.71 | $27.05 | +$546.8K |