NVIDIA CORPORATION NVDA
9.41% 10.36% $12.3M 61,628 $11.2M 64,377 -2,749 -4.27% Reduce APPLE INC AAPL
7.55% 8.46% $9.9M 34,213 $9.2M 36,120 -1,907 -5.28% Reduce MICROSOFT CORP MSFT
5.06% 6.28% $6.6M 17,765 $6.8M 18,390 -625 -3.40% Reduce AMAZON COM INC AMZN
4.09% 4.4% $5.4M 22,483 $4.8M 22,879 -396 -1.73% Reduce I ISHARES TR STIP
3.68% 3.83% $4.8M 47,147 $4.2M 40,167 +6,980 +17.38% Add ALPHABET INC GOOGL
3.51% 3.56% $4.6M 12,880 $3.9M 13,409 -529 -3.95% Reduce BROADCOM INC AVGO
3.23% 3.46% $4.2M 11,217 $3.8M 12,116 -899 -7.42% Reduce MICRON TECHNOLOGY INC MU
3.15% 0.93% $4.1M 3,580 $1.0M 2,989 +591 +19.77% Add A Alphabet Inc Class C GOOG
2.98% 2.99% $3.9M 11,069 $3.2M 11,290 -221 -1.96% Reduce ADVANCED MICRO DEVICES INC AMD
2.97% 1.22% $3.9M 6,694 $1.3M 6,510 +184 +2.83% Add V VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF MGK
2.91% 2.99% $3.8M 43,415 $3.2M 8,809 +34,606 +392.85% Add I ISHARES TR IGIB
2.87% 2.7% $3.8M 70,807 $2.9M 55,045 +15,762 +28.63% Add TESLA INC TSLA
2.58% 2.74% $3.4M 8,041 $3.0M 7,996 +45 +0.56% Add META PLATFORMS INC META
2.36% 2.94% $3.1M 5,497 $3.2M 5,571 -74 -1.33% Reduce S Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf SPSB
2.04% 2.76% $2.7M 88,939 $3.0M 99,455 -10,516 -10.57% Reduce LAM RESEARCH CORP LRCX
1.62% 0.93% $2.1M 4,899 $1.0M 4,716 +183 +3.88% Add INTEL CORP INTC
1.59% 0.49% $2.1M 14,908 $529,075 11,989 +2,919 +24.35% Add S SELECT SECTOR SPDR TR XLK
1.31% 1.11% $1.7M 9,029 $1.2M 9,035 -6 -0.07% Reduce APPLIED MATLS INC AMAT
1.29% 0.67% $1.7M 2,343 $722,544 2,114 +229 +10.83% Add WALMART INC WMT
1.28% 1.3% $1.7M 14,855 $1.4M 11,310 +3,545 +31.34% Add CISCO SYS INC CSCO
1.24% 0.91% $1.6M 13,846 $981,126 12,645 +1,201 +9.50% Add COSTCO WHOLESALE CORPORATION COST
1.16% 1.43% $1.5M 1,631 $1.6M 1,556 +75 +4.82% Add KLA CORP KLAC
1.1% 0.63% $1.4M 4,757 $687,615 467 +4,290 +918.63% Add ELI LILLY & CO LLY
1% 1.23% $1.3M 1,097 $1.3M 1,448 -351 -24.24% Reduce F FIRST TRUST QTEC
0.96% 0.75% $1.3M 3,753 $810,573 3,753 0 0.00% Unchanged RTX CORPORATION RTX
0.96% 1.15% $1.3M 6,603 $1.2M 6,475 +128 +1.98% Add V VANGUARD INDEX FDS VOO
0.95% 1.01% $1.2M 1,814 $1.1M 1,823 -9 -0.49% Reduce NETFLIX INC NFLX
0.87% 1.45% $1.1M 16,058 $1.6M 16,357 -299 -1.83% Reduce V VANGUARD WORLD FD VIS
0.79% 0.83% $1.0M 2,882 $899,818 2,882 0 0.00% Unchanged S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
0.79% 0.82% $1.0M 30,544 $888,902 30,515 +29 +0.10% Add PALANTIR TECHNOLOGIES INC PLTR
0.78% 1.13% $1.0M 8,754 $1.2M 8,387 +367 +4.38% Add S STATE STR SPDR S&P 500 ETF T SPY
0.73% 0.8% $951,385 1,274 $864,952 1,330 -56 -4.21% Reduce S SPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGE DIA
0.69% 0.75% $910,003 1,742 $808,608 1,742 0 0.00% Unchanged PALO ALTO PANW
0.69% 0.36% $907,113 2,660 $388,776 2,425 +235 +9.69% Add JPMORGAN CHASE & CO JPM
0.67% 0.68% $881,172 2,692 $736,282 2,503 +189 +7.55% Add VISA INC V
0.67% 0.94% $877,281 2,557 $1.0M 3,369 -812 -24.10% Reduce LINDE PLC LIN
0.6% 0.67% $789,827 1,522 $726,288 1,465 +57 +3.89% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.58% 0.57% $757,090 1,513 $622,481 1,299 +214 +16.47% Add TEXAS INSTRS INC TXN
0.57% 0.36% $750,540 2,518 $385,950 1,988 +530 +26.66% Add CATERPILLAR INC CAT
0.57% 0.44% $747,560 702 $471,834 666 +36 +5.41% Add CROWDSTRIKE HLDGS INC CRWD
0.48% 0.28% $628,064 823 $300,616 770 +53 +6.88% Add G GENERAL DYNAMICS CORP GD
0.47% 0.49% $610,566 1,650 $529,337 1,650 0 0.00% Unchanged MASTERCARD INCORPORATED MA
0.47% 0.78% $610,157 1,188 $842,926 1,687 -499 -29.58% Reduce AMGEN INC COM AMGN
0.46% 0.45% $605,827 1,673 $490,127 1,393 +280 +20.10% Add GE AEROSPACE GE
0.46% 0.55% $596,847 1,597 $592,512 2,088 -491 -23.52% Reduce V VANGUARD WORLD FD MGV
0.45% 0.49% $595,121 3,641 $527,763 3,641 0 0.00% Unchanged MARVELL TECHNOLOGY INC MRVL
0.43% — $566,289 1,901 $0 0 +1,901 New Buy GOLDMAN SACHS GROUP INC GS
0.43% 0.42% $563,333 557 $450,067 532 +25 +4.70% Add S SELECT SECTOR SPDR TR XLF
0.42% 0.47% $553,845 10,331 $510,041 10,331 0 0.00% Unchanged Q QUALCOMM INC QCOM
0.42% 0.27% $545,870 2,954 $295,164 2,292 +662 +28.88% Add 
