 APPLE INCAAPL |
| 10.43% | 10.86% | $34.0M | 117,478 | $29.7M | 117,060 | +418+0.36% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.72% | 8% | $25.2M | 125,749 | $21.9M | 125,386 | +363+0.29% | Add |
| NNEOS ETF TRUSTSPYI |
| 4.9% | 5.02% | $16.0M | 300,791 | $13.7M | 278,178 | +22,613+8.13% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 4.59% | 5.65% | $15.0M | 243,261 | $15.4M | 278,150 | -34,889-12.54% | Reduce |
| NNEOS ETF TRUSTQQQI |
| 4% | 2.63% | $13.0M | 229,423 | $7.2M | 144,807 | +84,616+58.43% | Add |
 AMAZON COM INCAMZN |
| 3.26% | 3.33% | $10.6M | 44,526 | $9.1M | 43,722 | +804+1.84% | Add |
 MICROSOFT CORPMSFT |
| 2.71% | 3.14% | $8.8M | 23,661 | $8.6M | 23,198 | +463+2.00% | Add |
| AAlphabet Inc Class CGOOG |
| 2.62% | 2.53% | $8.6M | 24,201 | $6.9M | 24,135 | +66+0.27% | Add |
 META PLATFORMS INCMETA |
| 2.32% | 2.76% | $7.6M | 13,448 | $7.5M | 13,192 | +256+1.94% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.6% | 1.63% | $5.2M | 7,615 | $4.5M | 7,464 | +151+2.02% | Add |
 ELI LILLY & COLLY |
| 1.5% | 1.31% | $4.9M | 4,078 | $3.6M | 3,888 | +190+4.89% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.63% | $4.7M | 8,026 | $1.7M | 8,527 | -501-5.88% | Reduce |
 INTEL CORPINTC |
| 1.14% | 0.43% | $3.7M | 26,624 | $1.2M | 26,635 | -11-0.04% | Reduce |
 NETFLIX INCNFLX |
| 1.11% | 1.72% | $3.6M | 50,534 | $4.7M | 49,040 | +1,494+3.05% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.07% | 1.38% | $3.5M | 6,780 | $3.8M | 7,557 | -777-10.28% | Reduce |
 BROADCOM INCAVGO |
| 0.99% | 0.81% | $3.2M | 8,505 | $2.2M | 7,175 | +1,330+18.54% | Add |
 GE AEROSPACEGE |
| 0.95% | 0.83% | $3.1M | 8,269 | $2.3M | 8,008 | +261+3.26% | Add |
 EXXON MOBIL CORPXOM |
| 0.94% | 1.33% | $3.1M | 22,357 | $3.6M | 21,376 | +981+4.59% | Add |
 ALPHABET INCGOOGL |
| 0.92% | 0.7% | $3.0M | 8,369 | $1.9M | 6,645 | +1,724+25.94% | Add |
 MORGAN STANLEYMS |
| 0.9% | 0.82% | $2.9M | 13,978 | $2.2M | 13,664 | +314+2.30% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.89% | 0.26% | $2.9M | 2,503 | $718,290 | 2,126 | +377+17.73% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.88% | 0.58% | $2.9M | 3,756 | $1.6M | 4,061 | -305-7.51% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.82% | 0.57% | $2.7M | 8,926 | $1.6M | 8,017 | +909+11.34% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.76% | 0.03% | $2.5M | 3,842 | $81,538 | 248 | +3,594+1,449.19% | Add |
| BBANK OF AMER CORPBAC |
| 0.75% | 0.77% | $2.5M | 43,155 | $2.1M | 43,213 | -58-0.13% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.74% | 0.56% | $2.4M | 5,817 | $1.5M | 5,632 | +185+3.28% | Add |
 ABBVIE INCABBV |
| 0.72% | 0.74% | $2.4M | 9,370 | $2.0M | 9,361 | +9+0.10% | Add |
 ASML HLDG NVASML |
| 0.71% | 0.52% | $2.3M | 1,162 | $1.4M | 1,069 | +93+8.70% | Add |
 WELLS FARGO CO NEWWFC |
| 0.7% | 0.79% | $2.3M | 27,522 | $2.2M | 27,234 | +288+1.06% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.69% | 0.58% | $2.3M | 11,870 | $1.6M | 12,018 | -148-1.23% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.68% | 0.83% | $2.2M | 2,367 | $2.3M | 2,289 | +78+3.41% | Add |
 TESLA INCTSLA |
| 0.67% | 0.6% | $2.2M | 5,194 | $1.6M | 4,417 | +777+17.59% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.65% | 0.98% | $2.1M | 18,080 | $2.7M | 18,274 | -194-1.06% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.64% | 0.27% | $2.1M | 2,172 | $734,942 | 1,876 | +296+15.78% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.64% | 0.74% | $2.1M | 2,805 | $2.0M | 3,093 | -288-9.31% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.63% | 0.57% | $2.1M | 6,291 | $1.6M | 5,336 | +955+17.90% | Add |
 WALMART INCWMT |
| 0.58% | 0.79% | $1.9M | 16,815 | $2.2M | 17,417 | -602-3.46% | Reduce |
 EATON CORP PLCETN |
| 0.57% | 0.53% | $1.9M | 4,392 | $1.5M | 4,060 | +332+8.18% | Add |
 ORACLE CORPORCL |
| 0.53% | 0.53% | $1.7M | 11,750 | $1.4M | 9,808 | +1,942+19.80% | Add |
 ANALOG DEVICES INC COMADI |
| 0.52% | 0.48% | $1.7M | 4,283 | $1.3M | 4,136 | +147+3.55% | Add |
 LAM RESEARCH CORPLRCX |
| 0.51% | 0.23% | $1.7M | 3,849 | $624,956 | 2,925 | +924+31.59% | Add |
 TJX COS INC NEWTJX |
| 0.48% | 0.55% | $1.6M | 10,362 | $1.5M | 9,495 | +867+9.13% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.47% | 0.55% | $1.5M | 8,514 | $1.5M | 358 | +8,156+2,278.21% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.44% | 0.35% | $1.4M | 3,014 | $955,819 | 2,828 | +186+6.58% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.43% | 0.47% | $1.4M | 4,985 | $1.3M | 5,262 | -277-5.26% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.43% | 0.52% | $1.4M | 15,892 | $1.4M | 15,369 | +523+3.40% | Add |
 CATERPILLAR INCCAT |
| 0.41% | 0.27% | $1.3M | 1,243 | $731,933 | 1,033 | +210+20.33% | Add |
 VISA INCV |
| 0.4% | 0.38% | $1.3M | 3,823 | $1.0M | 3,406 | +417+12.24% | Add |
| IISHARES RUSSELLIWF |
| 0.4% | 0.42% | $1.3M | 10,548 | $1.1M | 2,681 | +7,867+293.44% | Add |
 LINDE PLCLIN |
| 0.4% | 0.45% | $1.3M | 2,521 | $1.2M | 2,473 | +48+1.94% | Add |
