 NVIDIA CORPORATIONNVDA |
| 7.7% | 8.03% | $10.4M | 52,205 | $8.7M | 50,160 | +2,045+4.08% | Add |
 APPLE INCAAPL |
| 7.49% | 7.7% | $10.1M | 35,153 | $8.4M | 33,094 | +2,059+6.22% | Add |
 ALPHABET INCGOOGL |
| 6.22% | 5.99% | $8.4M | 23,619 | $6.5M | 22,719 | +900+3.96% | Add |
| VVANGUARD INDEX FDSVOO |
| 4.24% | 4.07% | $5.7M | 8,338 | $4.4M | 7,386 | +952+12.89% | Add |
 PALO ALTOPANW |
| 3.97% | 2.26% | $5.4M | 15,797 | $2.5M | 15,342 | +455+2.97% | Add |
 AMAZON COM INCAMZN |
| 3.83% | 4.14% | $5.2M | 21,804 | $4.5M | 21,687 | +117+0.54% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.7% | 1.54% | $5.0M | 8,647 | $1.7M | 8,259 | +388+4.70% | Add |
 MICROSOFT CORPMSFT |
| 2.96% | 3.59% | $4.0M | 10,766 | $3.9M | 10,569 | +197+1.86% | Add |
 BROADCOM INCAVGO |
| 2.73% | 2.73% | $3.7M | 9,802 | $3.0M | 9,637 | +165+1.71% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.17% | — | $2.9M | 3,923 | $0 | 0 | +3,923 | New Buy |
 NETFLIX INCNFLX |
| 2.12% | 3.4% | $2.9M | 40,360 | $3.7M | 38,540 | +1,820+4.72% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.93% | 2.03% | $2.6M | 9,313 | $2.2M | 9,136 | +177+1.94% | Add |
 WALMART INCWMT |
| 1.91% | 2.43% | $2.6M | 22,950 | $2.6M | 21,404 | +1,546+7.22% | Add |
 JPMORGAN CHASE & COJPM |
| 1.72% | 1.87% | $2.3M | 7,120 | $2.0M | 6,923 | +197+2.85% | Add |
| IISHARES TRIWL |
| 1.66% | 1.27% | $2.2M | 12,103 | $1.4M | 8,572 | +3,531+41.19% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.64% | 1.7% | $2.2M | 4,434 | $1.8M | 3,869 | +565+14.60% | Add |
 ABBVIE INCABBV |
| 1.63% | 1.72% | $2.2M | 8,796 | $1.9M | 8,636 | +160+1.85% | Add |
 AXON ENTERPRISEAXON |
| 1.54% | 0.3% | $2.1M | 3,738 | $330,409 | 778 | +2,960+380.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.53% | 1.75% | $2.1M | 8,162 | $1.9M | 7,819 | +343+4.39% | Add |
 ELI LILLY & COLLY |
| 1.48% | 1.42% | $2.0M | 1,682 | $1.5M | 1,682 | 00.00% | Unchanged |
| WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR |
| 1.47% | 1.87% | $2.0M | 39,523 | $2.0M | 40,376 | -853-2.11% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.45% | 0.92% | $2.0M | 2,567 | $1.0M | 2,568 | -1-0.04% | Reduce |
| SSCHWAB STRATEGIC TRSCHF |
| 1.36% | 1.3% | $1.8M | 66,279 | $1.4M | 56,794 | +9,485+16.70% | Add |
 META PLATFORMS INCMETA |
| 1.32% | 1.64% | $1.8M | 3,173 | $1.8M | 3,114 | +59+1.89% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.31% | 1.77% | $1.8M | 4,468 | $1.9M | 4,181 | +287+6.86% | Add |
| IISHARES COREIJH |
| 1.29% | 1.27% | $1.7M | 22,611 | $1.4M | 20,477 | +2,134+10.42% | Add |
 DEERE & CODE |
| 1.27% | 1.4% | $1.7M | 2,700 | $1.5M | 2,700 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 1.26% | 1.22% | $1.7M | 4,737 | $1.3M | 3,786 | +951+25.12% | Add |
 CISCO SYS INCCSCO |
| 1.19% | 0.93% | $1.6M | 13,793 | $1.0M | 13,095 | +698+5.33% | Add |
 SOUTHERN COSO |
| 1.17% | 1.3% | $1.6M | 16,615 | $1.4M | 14,755 | +1,860+12.61% | Add |
 HOME DEPOT INCHD |
| 1.15% | 1.28% | $1.6M | 4,434 | $1.4M | 4,264 | +170+3.99% | Add |
 PROCTER & GAMBLE COPG |
| 1.14% | 1.35% | $1.5M | 10,527 | $1.5M | 10,217 | +310+3.03% | Add |
| OOMNICOM GROUP INCOMC |
| 1.01% | 1.3% | $1.4M | 18,820 | $1.4M | 18,820 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 1% | 1.04% | $1.4M | 12,660 | $1.1M | 11,515 | +1,145+9.94% | Add |
 SERVICENOW INCNOW |
| 0.98% | 1.29% | $1.3M | 13,462 | $1.4M | 13,507 | -45-0.33% | Reduce |
 PFIZER INCPFE |
| 0.93% | 1.1% | $1.3M | 52,397 | $1.2M | 42,819 | +9,578+22.37% | Add |
 EXXON MOBIL CORPXOM |
| 0.93% | 1.3% | $1.3M | 9,183 | $1.4M | 8,329 | +854+10.25% | Add |
| QQXO INCQXO |
| 0.89% | — | $1.2M | 69,957 | $0 | 0 | +69,957 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.89% | 1.2% | $1.2M | 7,266 | $1.3M | 6,316 | +950+15.04% | Add |
 MCDONALDS CORPMCD |
| 0.87% | 1.1% | $1.2M | 4,371 | $1.2M | 3,864 | +507+13.12% | Add |
 AUTODESK INCADSK |
| 0.85% | 0.53% | $1.2M | 5,983 | $570,895 | 2,423 | +3,560+146.93% | Add |
 SALESFORCE INCCRM |
| 0.76% | 1.1% | $1.0M | 6,620 | $1.2M | 6,432 | +188+2.92% | Add |
| IISHARES COREIJR |
| 0.76% | 0.59% | $1.0M | 6,949 | $641,278 | 5,161 | +1,788+34.64% | Add |
 COCA COLA COKO |
| 0.74% | 0.85% | $995,117 | 12,245 | $921,244 | 12,114 | +131+1.08% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.73% | 0.69% | $984,561 | 11,912 | $745,779 | 9,012 | +2,900+32.18% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.69% | 0.63% | $937,006 | 10,702 | $687,051 | 7,417 | +3,285+44.29% | Add |
| AAT&T INCT |
| 0.67% | 0.34% | $905,884 | 43,880 | $371,424 | 12,910 | +30,970+239.89% | Add |
 TESLA INCTSLA |
| 0.67% | 0.81% | $901,444 | 2,151 | $876,516 | 2,366 | -215-9.09% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.63% | 0.61% | $855,840 | 14,511 | $662,603 | 11,127 | +3,384+30.41% | Add |
 CELSIUS HLDGS INCCELH |
| 0.62% | 0.42% | $844,028 | 29,014 | $459,192 | 13,114 | +15,900+121.24% | Add |
