| SSTATE STR SPDR S&P 500 ETF TSPY |
| 8.61% | 8.59% | $11.2M | 15,006 | $9.0M | 13,816 | +1,190+8.61% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.47% | 4.86% | $5.8M | 29,079 | $5.1M | 29,178 | -99-0.34% | Reduce |
 KLA CORPKLAC |
| 4.03% | 2.57% | $5.3M | 17,401 | $2.7M | 1,829 | +15,572+851.39% | Add |
 ELI LILLY & COLLY |
| 3.77% | 3.65% | $4.9M | 4,097 | $3.8M | 4,147 | -50-1.21% | Reduce |
 CATERPILLAR INCCAT |
| 3.75% | 2.9% | $4.9M | 4,590 | $3.0M | 4,282 | +308+7.19% | Add |
 BROADCOM INCAVGO |
| 3.27% | 3.05% | $4.3M | 11,266 | $3.2M | 10,303 | +963+9.35% | Add |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 3.19% | 2.15% | $4.1M | 61,388 | $2.2M | 35,151 | +26,237+74.64% | Add |
 PALO ALTOPANW |
| 2.78% | 1.89% | $3.6M | 10,604 | $2.0M | 12,315 | -1,711-13.89% | Reduce |
 LAM RESEARCH CORPLRCX |
| 2.46% | 2.05% | $3.2M | 7,381 | $2.1M | 10,024 | -2,643-26.37% | Reduce |
 MICROSOFT CORPMSFT |
| 2.31% | 2.27% | $3.0M | 8,053 | $2.4M | 6,402 | +1,651+25.79% | Add |
 APPLE INCAAPL |
| 2.29% | — | $3.0M | 10,289 | $0 | 0 | +10,289 | New Buy |
 AMAZON COM INCAMZN |
| 2.25% | 2.41% | $2.9M | 12,305 | $2.5M | 12,120 | +185+1.53% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.95% | 2.07% | $2.5M | 3,610 | $2.2M | 3,518 | +92+2.62% | Add |
 GE VERNOVA INCGEV |
| 1.94% | 1.28% | $2.5M | 2,152 | $1.3M | 1,540 | +612+39.74% | Add |
 TJX COS INC NEWTJX |
| 1.82% | 2.33% | $2.4M | 15,620 | $2.4M | 15,253 | +367+2.41% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.79% | 0.96% | $2.3M | 7,820 | $1.0M | 10,122 | -2,302-22.74% | Reduce |
 ALPHABET INCGOOGL |
| 1.59% | 1.16% | $2.1M | 5,775 | $1.2M | 4,221 | +1,554+36.82% | Add |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 1.57% | 1.66% | $2.0M | 26,179 | $1.7M | 26,045 | +134+0.51% | Add |
 APPLIED MATLS INCAMAT |
| 1.36% | 0.79% | $1.8M | 2,453 | $823,852 | 2,410 | +43+1.78% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.36% | 1.54% | $1.8M | 33,086 | $1.6M | 32,627 | +459+1.41% | Add |
 VERTIV HOLDINGS COVRT |
| 1.3% | 1.47% | $1.7M | 5,047 | $1.5M | 6,151 | -1,104-17.95% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.24% | 1.03% | $1.6M | 9,525 | $1.1M | 8,793 | +732+8.32% | Add |
 JPMORGAN CHASE & COJPM |
| 1.19% | 1.32% | $1.5M | 4,732 | $1.4M | 4,699 | +33+0.70% | Add |
 T-MOBILE US INC COMTMUS |
| 1.18% | 1.15% | $1.5M | 9,188 | $1.2M | 5,721 | +3,467+60.60% | Add |
 EXXON MOBIL CORPXOM |
| 1.17% | 1.86% | $1.5M | 11,173 | $1.9M | 11,444 | -271-2.37% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.12% | 1.38% | $1.5M | 2,914 | $1.4M | 3,005 | -91-3.03% | Reduce |
| TTOLL BROTHERS INCTOL |
| 1.12% | 1.15% | $1.5M | 8,833 | $1.2M | 8,788 | +45+0.51% | Add |
 GE AEROSPACEGE |
| 1.11% | 1.04% | $1.4M | 3,861 | $1.1M | 3,820 | +41+1.07% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.06% | 1.13% | $1.4M | 1,367 | $1.2M | 1,395 | -28-2.01% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 1.03% | 1.13% | $1.3M | 5,006 | $1.2M | 5,112 | -106-2.07% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1% | 1.13% | $1.3M | 3,832 | $1.2M | 3,910 | -78-1.99% | Reduce |
 COHERENT CORPCOHR |
| 0.96% | 1.07% | $1.3M | 3,181 | $1.1M | 4,718 | -1,537-32.58% | Reduce |
 VISA INCV |
| 0.92% | 0.93% | $1.2M | 3,503 | $974,457 | 3,224 | +279+8.65% | Add |
 UNITED RENTALS INCURI |
| 0.91% | 0.68% | $1.2M | 1,042 | $713,989 | 980 | +62+6.33% | Add |
 COCA COLA COKO |
| 0.91% | 1.03% | $1.2M | 14,499 | $1.1M | 14,108 | +391+2.77% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.88% | 1.22% | $1.2M | 2,897 | $1.3M | 2,779 | +118+4.25% | Add |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.81% | 0.92% | $1.1M | 12,782 | $958,111 | 12,650 | +132+1.04% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.79% | 0.96% | $1.0M | 2,052 | $1.0M | 2,041 | +11+0.54% | Add |
| SSTATE STREETSPYM |
| 0.78% | 0.73% | $1.0M | 11,500 | $763,793 | 9,979 | +1,521+15.24% | Add |
 HUBBELL INCHUBB |
| 0.77% | 0.9% | $1.0M | 1,916 | $940,749 | 1,917 | -1-0.05% | Reduce |
 LINDE PLCLIN |
| 0.76% | 0.92% | $988,062 | 1,904 | $961,774 | 1,940 | -36-1.86% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.75% | 1.07% | $981,166 | 9,159 | $1.1M | 10,082 | -923-9.15% | Reduce |
 META PLATFORMS INCMETA |
| 0.74% | 1.8% | $966,043 | 1,715 | $1.9M | 3,288 | -1,573-47.84% | Reduce |
 ABBVIE INCABBV |
| 0.72% | 0.82% | $932,448 | 3,705 | $860,930 | 3,958 | -253-6.39% | Reduce |
| IISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.69% | 0.88% | $902,657 | 8,508 | $924,809 | 8,669 | -161-1.86% | Reduce |
| TTALEN ENERGY CORPTLN |
| 0.69% | 0.72% | $892,252 | 2,322 | $748,914 | 2,346 | -24-1.02% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.68% | — | $882,179 | 3,009 | $0 | 0 | +3,009 | New Buy |
 SYNOPSYS INCSNPS |
| 0.66% | — | $862,254 | 1,933 | $0 | 0 | +1,933 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 0.66% | 0.58% | $853,721 | 4,481 | $604,828 | 4,551 | -70-1.54% | Reduce |
 RTX CORPORATIONRTX |
| 0.65% | 0.87% | $852,647 | 4,494 | $906,823 | 4,701 | -207-4.40% | Reduce |
