 APPLE INCAAPL |
| 8.44% | 3.6% | $101.7M | 351,422 | $9.8M | 38,571 | +312,851+811.10% | Add |
 ALPHABET INCGOOGL |
| 4.1% | 1.98% | $49.4M | 138,201 | $5.4M | 18,675 | +119,526+640.03% | Add |
| AAlphabet Inc Class CGOOG |
| 3.75% | 0.59% | $45.2M | 127,825 | $1.6M | 5,630 | +122,195+2,170.43% | Add |
 AMAZON COM INCAMZN |
| 3.37% | 1.78% | $40.6M | 170,447 | $4.8M | 23,160 | +147,287+635.95% | Add |
| VVANGUARD INDEX FDSVUG |
| 3.11% | 0.31% | $37.5M | 435,067 | $838,201 | 1,919 | +433,148+22,571.55% | Add |
 LAM RESEARCH CORPLRCX |
| 2.55% | 0.78% | $30.7M | 70,828 | $2.1M | 9,911 | +60,917+614.64% | Add |
 JPMORGAN CHASE & COJPM |
| 2.37% | 1.05% | $28.6M | 87,436 | $2.8M | 9,682 | +77,754+803.08% | Add |
 MICROSOFT CORPMSFT |
| 2.27% | 2.27% | $27.3M | 73,296 | $6.2M | 16,636 | +56,660+340.59% | Add |
| VVANGUARD INDEX FDSVOO |
| 2% | 2.77% | $24.2M | 35,176 | $7.5M | 12,589 | +22,587+179.42% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 1.96% | 0.15% | $23.7M | 93,853 | $394,873 | 2,177 | +91,676+4,211.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.92% | 1.69% | $23.2M | 115,886 | $4.6M | 26,313 | +89,573+340.41% | Add |
 VISA INCV |
| 1.65% | 1.04% | $19.9M | 58,071 | $2.8M | 9,383 | +48,688+518.90% | Add |
 XPO INCXPO |
| 1.58% | — | $19.1M | 93,059 | $0 | 0 | +93,059 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 0.93% | $18.9M | 74,443 | $2.5M | 10,321 | +64,122+621.28% | Add |
| IISHARES TRIVV |
| 1.29% | 4.64% | $15.6M | 20,818 | $12.6M | 19,278 | +1,540+7.99% | Add |
 DOVER CORPDOV |
| 1.26% | 0.36% | $15.2M | 67,688 | $980,407 | 4,703 | +62,985+1,339.25% | Add |
 WALMART INCWMT |
| 1.2% | 1.05% | $14.5M | 128,117 | $2.9M | 22,976 | +105,141+457.61% | Add |
 BROADSTONE NET LEASE INCBNL |
| 1.17% | 0.86% | $14.2M | 675,646 | $2.3M | 125,601 | +550,045+437.93% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.15% | 0.32% | $13.8M | 26,945 | $867,410 | 1,736 | +25,209+1,452.13% | Add |
 TJX COS INC NEWTJX |
| 1.05% | 0.55% | $12.6M | 83,302 | $1.5M | 9,380 | +73,922+788.08% | Add |
| SSTATE STREETXLI |
| 1.02% | — | $12.4M | 66,681 | $0 | 0 | +66,681 | New Buy |
 DANAHER CORP DEL COMDHR |
| 1% | 0.23% | $12.1M | 63,242 | $619,157 | 3,259 | +59,983+1,840.53% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.96% | — | $11.5M | 60,504 | $0 | 0 | +60,504 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.93% | 0.52% | $11.2M | 28,222 | $1.4M | 3,037 | +25,185+829.27% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.92% | 0.49% | $11.2M | 207,995 | $1.3M | 26,798 | +181,197+676.16% | Add |
 CHUBB LIMITEDCB |
| 0.9% | 0.41% | $10.9M | 31,906 | $1.1M | 3,399 | +28,507+838.69% | Add |
 CATERPILLAR INCCAT |
| 0.88% | 0.23% | $10.6M | 9,969 | $622,028 | 878 | +9,091+1,035.42% | Add |
 BOEING COBA |
| 0.81% | 0.52% | $9.8M | 45,289 | $1.4M | 7,044 | +38,245+542.94% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.81% | — | $9.7M | 19,423 | $0 | 0 | +19,423 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.8% | 0.54% | $9.6M | 24,243 | $1.5M | 4,651 | +19,592+421.24% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.74% | — | $8.9M | 7,725 | $0 | 0 | +7,725 | New Buy |
 MONDELEZ INTL INC CL AMDLZ |
| 0.71% | 0.26% | $8.6M | 147,231 | $716,773 | 12,328 | +134,903+1,094.28% | Add |
| SSPDR SERIES TRUSTSPYG |
| 0.71% | 2.71% | $8.5M | 71,463 | $7.4M | 75,278 | -3,815-5.07% | Reduce |
 MERCK & CO INCMRK |
| 0.7% | 0.4% | $8.4M | 64,967 | $1.1M | 8,962 | +56,005+624.92% | Add |
| QQXO INCQXO |
| 0.69% | 0.11% | $8.3M | 482,859 | $292,834 | 15,079 | +467,780+3,102.20% | Add |
 GE VERNOVA INCGEV |
| 0.63% | 0.52% | $7.6M | 6,464 | $1.4M | 1,613 | +4,851+300.74% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.62% | 0.5% | $7.5M | 14,962 | $1.4M | 2,857 | +12,105+423.70% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.62% | 0.25% | $7.4M | 47,069 | $684,886 | 4,624 | +42,445+917.93% | Add |
 YUM BRANDS INC COMYUM |
| 0.59% | — | $7.1M | 44,229 | $0 | 0 | +44,229 | New Buy |
 STARBUCKS CORPSBUX |
| 0.58% | 0.24% | $7.0M | 68,372 | $663,491 | 7,406 | +60,966+823.20% | Add |
 CHEVRON CORPORATIONCVX |
| 0.57% | 0.67% | $6.9M | 41,731 | $1.8M | 8,792 | +32,939+374.65% | Add |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.57% | — | $6.9M | 17,477 | $0 | 0 | +17,477 | New Buy |
| IISHARES TRIEFA |
| 0.55% | 2% | $6.7M | 68,931 | $5.4M | 59,910 | +9,021+15.06% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.54% | — | $6.6M | 41,392 | $0 | 0 | +41,392 | New Buy |
 PEPSICO INCPEP |
| 0.54% | 0.12% | $6.5M | 48,326 | $326,293 | 2,101 | +46,225+2,200.14% | Add |
 RTX CORPORATIONRTX |
| 0.54% | 0.43% | $6.5M | 34,298 | $1.2M | 6,001 | +28,297+471.54% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.49% | 0.53% | $5.9M | 12,348 | $1.4M | 4,258 | +8,090+190.00% | Add |
 HOME DEPOT INCHD |
| 0.49% | 0.72% | $5.9M | 16,668 | $2.0M | 5,981 | +10,687+178.68% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.48% | 0.45% | $5.8M | 6,200 | $1.2M | 1,226 | +4,974+405.71% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.46% | 0.07% | $5.5M | 27,359 | $203,227 | 1,114 | +26,245+2,355.92% | Add |
