| SSTATE STR SPDR S&P 500 ETF TSPY |
| 16.88% | 16.72% | $203.49B | 272.5M | $130.01B | 199.9M | +72.6M+36.31% | Add |
| IINVESCO QQQ TRVOO |
| 5.55% | 5.42% | $66.91B | 90.9M | $42.11B | 73.0M | +17.9M+24.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 5.12% | 1.94% | $61.76B | 53.5M | $15.10B | 44.7M | +8.8M+19.71% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.27% | 4.19% | $39.47B | 197.2M | $32.55B | 186.6M | +10.6M+5.68% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.94% | 1.49% | $35.40B | 60.9M | $11.62B | 57.1M | +3.8M+6.70% | Add |
| IISHARES RUSSELLIWM |
| 2.67% | 3.43% | $32.18B | 107.1M | $26.66B | 107.5M | -391,761-0.36% | Reduce |
 TESLA INCTSLA |
| 2.27% | 4.6% | $27.40B | 65.1M | $35.80B | 96.3M | -31.2M-32.36% | Reduce |
| SSANDISK CORP COMSNDK |
| 2.1% | 0.61% | $25.34B | 11.1M | $4.77B | 7.5M | +3.6M+48.39% | Add |
| SSPDR GOLD TRGLD |
| 1.9% | 4.18% | $22.86B | 62.1M | $32.53B | 75.6M | -13.5M-17.90% | Reduce |
 AMAZON COM INCAMZN |
| 1.76% | 1.81% | $21.22B | 89.0M | $14.09B | 67.7M | +21.4M+31.59% | Add |
 MICROSOFT CORPMSFT |
| 1.65% | 1.88% | $19.87B | 53.3M | $14.60B | 39.5M | +13.8M+35.01% | Add |
 APPLE INCAAPL |
| 1.43% | 1.62% | $17.27B | 59.7M | $12.60B | 49.6M | +10.0M+20.21% | Add |
 META PLATFORMS INCMETA |
| 1.43% | 2.62% | $17.25B | 30.6M | $20.36B | 35.6M | -5.0M-13.94% | Reduce |
 ALPHABET INCGOOGL |
| 1.31% | 1.28% | $15.75B | 44.1M | $9.99B | 34.7M | +9.3M+26.83% | Add |
 BROADCOM INCAVGO |
| 1.19% | 1.42% | $14.39B | 38.1M | $11.06B | 35.7M | +2.4M+6.58% | Add |
| AAlphabet Inc Class CGOOG |
| 1.14% | 0.8% | $13.75B | 38.9M | $6.24B | 21.7M | +17.2M+79.06% | Add |
 VANECK ETF TRUSTSMH |
| 1.09% | 0.72% | $13.18B | 20.1M | $5.60B | 14.6M | +5.5M+37.60% | Add |
 INTEL CORPINTC |
| 0.99% | 0.39% | $11.95B | 85.6M | $3.02B | 68.5M | +17.1M+25.03% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.78% | $10.02B | 21.0M | $6.05B | 17.9M | +3.1M+17.17% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.8% | — | $9.70B | 56.8M | $0 | 0 | +56.8M | New Buy |
| IISHARES TRTLT |
| 0.76% | 0.91% | $9.19B | 106.4M | $7.08B | 81.7M | +24.7M+30.18% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.75% | 0.37% | $9.00B | 30.2M | $2.92B | 29.4M | +762,037+2.59% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.72% | 1.27% | $8.74B | 74.9M | $9.84B | 67.3M | +7.6M+11.33% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.68% | 0.29% | $8.16B | 12.8M | $2.22B | 8.2M | +4.6M+55.66% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.63% | 0.36% | $7.65B | 17.7M | $2.83B | 17.2M | +510,588+2.97% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.63% | 0.24% | $7.61B | 7.9M | $1.89B | 4.8M | +3.1M+63.56% | Add |
 BLOOM ENERGY CORPBE |
| 0.54% | 0.25% | $6.50B | 21.5M | $1.94B | 14.3M | +7.2M+50.19% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.52% | 0.46% | $6.27B | 15.1M | $3.54B | 13.1M | +2.0M+15.28% | Add |
 ELI LILLY & COLLY |
| 0.51% | 0.42% | $6.10B | 5.1M | $3.30B | 3.6M | +1.5M+41.99% | Add |
 ORACLE CORPORCL |
| 0.5% | 0.71% | $6.01B | 41.0M | $5.53B | 37.6M | +3.4M+9.12% | Add |
 CATERPILLAR INCCAT |
| 0.49% | 0.32% | $5.95B | 5.6M | $2.49B | 3.5M | +2.1M+59.19% | Add |
 PALO ALTOPANW |
| 0.46% | 0.12% | $5.59B | 16.4M | $927.2M | 5.8M | +10.6M+183.35% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.43% | 0.47% | $5.12B | 51.5M | $3.65B | 47.1M | +4.4M+9.34% | Add |
| DDIREXION SHARES ETF TRUSTSOXL |
| 0.41% | 0.16% | $4.97B | 18.7M | $1.27B | 26.6M | -7.9M-29.88% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.39% | 0.43% | $4.73B | 5.5M | $3.33B | 4.7M | +778,482+16.43% | Add |
 GE VERNOVA INCGEV |
| 0.38% | 0.34% | $4.58B | 3.9M | $2.68B | 3.1M | +823,889+26.81% | Add |
 LAM RESEARCH CORPLRCX |
| 0.38% | 0.16% | $4.56B | 10.5M | $1.23B | 5.8M | +4.8M+82.46% | Add |
 APPLIED MATLS INCAMAT |
| 0.38% | 0.19% | $4.56B | 6.3M | $1.48B | 4.3M | +2.0M+45.53% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.36% | 0.41% | $4.29B | 4.2M | $3.16B | 3.7M | +501,926+13.43% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.36% | 0.42% | $4.28B | 8.2M | $3.26B | 7.0M | +1.2M+16.38% | Add |
 ARM HOLDINGS PLCARM |
| 0.34% | 0.17% | $4.07B | 11.5M | $1.35B | 8.9M | +2.6M+28.66% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.34% | 0.12% | $4.06B | 6.3M | $904.5M | 2.8M | +3.6M+130.25% | Add |
 NETFLIX INCNFLX |
| 0.33% | 0.78% | $4.02B | 56.2M | $6.08B | 63.2M | -6.9M-10.99% | Reduce |
| IISHARES SILVER TRSLV |
| 0.33% | 0.96% | $3.96B | 74.0M | $7.46B | 109.5M | -35.5M-32.40% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.32% | 0.24% | $3.85B | 20.2M | $1.83B | 13.8M | +6.4M+46.82% | Add |
 NEBIUS GROUP N VNBIS |
| 0.3% | 0.16% | $3.64B | 13.2M | $1.26B | 12.1M | +1.1M+8.87% | Add |
 SALESFORCE INCCRM |
| 0.29% | 0.61% | $3.46B | 22.1M | $4.71B | 25.2M | -3.2M-12.57% | Reduce |
| IISHARES TRHYG |
| 0.28% | 0.41% | $3.34B | 41.7M | $3.22B | 40.4M | +1.3M+3.25% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.27% | 0.27% | $3.30B | 4.3M | $2.09B | 5.4M | -1.0M-19.39% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.26% | 0.31% | $3.18B | 9.5M | $2.37B | 9.5M | +19,130+0.20% | Add |
