| SSELECT SECTOR SPDR TRXLF |
| 4.38% | 4.24% | $5.9M | 109,815 | $4.6M | 93,664 | +16,151+17.24% | Add |
| VVANGUARD WORLD FDVGT |
| 4.08% | 4.63% | $5.5M | 45,916 | $5.0M | 7,222 | +38,694+535.78% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 3.77% | 5% | $5.1M | 26,581 | $5.4M | 40,981 | -14,400-35.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.54% | 1.7% | $4.8M | 4,116 | $1.9M | 5,491 | -1,375-25.04% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.36% | 3.5% | $4.5M | 28,491 | $3.8M | 26,011 | +2,480+9.53% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.97% | 1.53% | $4.0M | 6,864 | $1.7M | 8,202 | -1,338-16.31% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 2.31% | 2.72% | $3.1M | 37,444 | $3.0M | 36,204 | +1,240+3.43% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.31% | 2.75% | $3.1M | 29,024 | $3.0M | 27,024 | +2,000+7.40% | Add |
 PALO ALTOPANW |
| 2.04% | 1.1% | $2.7M | 8,051 | $1.2M | 7,502 | +549+7.32% | Add |
| SSTATE STREETXLI |
| 2% | 2.53% | $2.7M | 14,537 | $2.8M | 17,027 | -2,490-14.62% | Reduce |
 MICROSOFT CORPMSFT |
| 1.94% | 1.5% | $2.6M | 7,000 | $1.6M | 4,412 | +2,588+58.66% | Add |
| AAlphabet Inc Class CGOOG |
| 1.84% | 1.48% | $2.5M | 6,985 | $1.6M | 5,623 | +1,362+24.22% | Add |
 KLA CORPKLAC |
| 1.82% | 1.03% | $2.4M | 8,097 | $1.1M | 759 | +7,338+966.80% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.81% | 1.83% | $2.4M | 12,128 | $2.0M | 11,438 | +690+6.03% | Add |
 CORNING INCGLW |
| 1.81% | 1.1% | $2.4M | 9,497 | $1.2M | 8,846 | +651+7.36% | Add |
 APPLIED MATLS INCAMAT |
| 1.8% | 0.97% | $2.4M | 3,340 | $1.1M | 3,083 | +257+8.34% | Add |
 META PLATFORMS INCMETA |
| 1.79% | 1.65% | $2.4M | 4,270 | $1.8M | 3,143 | +1,127+35.86% | Add |
 AMAZON COM INCAMZN |
| 1.75% | 1.52% | $2.4M | 9,863 | $1.7M | 7,943 | +1,920+24.17% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.72% | 1.02% | $2.3M | 3,034 | $1.1M | 2,833 | +201+7.09% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 1.47% | 1.53% | $2.0M | 16,820 | $1.7M | 15,250 | +1,570+10.30% | Add |
 APPLE INCAAPL |
| 1.29% | 1.37% | $1.7M | 6,003 | $1.5M | 5,885 | +118+2.01% | Add |
 ORACLE CORPORCL |
| 1.26% | 1.49% | $1.7M | 11,591 | $1.6M | 11,033 | +558+5.06% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.25% | 1.51% | $1.7M | 37,138 | $1.6M | 35,768 | +1,370+3.83% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.23% | 1% | $1.7M | 5,897 | $1.1M | 4,516 | +1,381+30.58% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.2% | 0.12% | $1.6M | 2,535 | $135,245 | 500 | +2,035+407.00% | Add |
 BROADCOM INCAVGO |
| 1.18% | 0.98% | $1.6M | 4,200 | $1.1M | 3,436 | +764+22.24% | Add |
 ARISTA NETWORKS INCANET |
| 1.17% | 0.94% | $1.6M | 9,262 | $1.0M | 8,385 | +877+10.46% | Add |
 GE AEROSPACEGE |
| 1.1% | 0.91% | $1.5M | 3,967 | $993,195 | 3,500 | +467+13.34% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.1% | 1.27% | $1.5M | 20,458 | $1.4M | 19,216 | +1,242+6.46% | Add |
 ELI LILLY & COLLY |
| 1.09% | 0.95% | $1.5M | 1,217 | $1.0M | 1,130 | +87+7.70% | Add |
 CATERPILLAR INCCAT |
| 1.08% | — | $1.5M | 1,365 | $0 | 0 | +1,365 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 1.02% | 0.98% | $1.4M | 1,349 | $1.1M | 1,259 | +90+7.15% | Add |
 WELLTOWER INC COMWELL |
| 1.01% | — | $1.4M | 6,007 | $0 | 0 | +6,007 | New Buy |
 PROGRESSIVE CORPPGR |
| 0.99% | 1.03% | $1.3M | 6,101 | $1.1M | 5,651 | +450+7.96% | Add |
 CHEVRON CORPORATIONCVX |
| 0.98% | 1.5% | $1.3M | 7,974 | $1.6M | 7,912 | +62+0.78% | Add |
 JPMORGAN CHASE & COJPM |
| 0.98% | 1% | $1.3M | 4,006 | $1.1M | 3,721 | +285+7.66% | Add |
 TESLA INCTSLA |
| 0.97% | 0.95% | $1.3M | 3,102 | $1.0M | 2,786 | +316+11.34% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.96% | — | $1.3M | 2,975 | $0 | 0 | +2,975 | New Buy |
 ALTRIA GROUP INCMO |
| 0.95% | 1% | $1.3M | 17,780 | $1.1M | 16,442 | +1,338+8.14% | Add |
 AMERICAN EXPRESS COAXP |
| 0.94% | 0.97% | $1.3M | 3,738 | $1.1M | 3,483 | +255+7.32% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.93% | 1.02% | $1.2M | 4,917 | $1.1M | 4,554 | +363+7.97% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.93% | 1.01% | $1.2M | 2,485 | $1.1M | 2,305 | +180+7.81% | Add |
 MCDONALDS CORPMCD |
| 0.92% | 1.1% | $1.2M | 4,585 | $1.2M | 3,868 | +717+18.54% | Add |
 3M CO COMMMM |
| 0.91% | 0.93% | $1.2M | 7,581 | $1.0M | 6,988 | +593+8.49% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.9% | 1.31% | $1.2M | 10,407 | $1.4M | 9,738 | +669+6.87% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.89% | 1.11% | $1.2M | 9,467 | $1.2M | 9,204 | +263+2.86% | Add |
 TJX COS INC NEWTJX |
| 0.89% | 1.07% | $1.2M | 7,894 | $1.2M | 7,324 | +570+7.78% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.89% | 1.3% | $1.2M | 28,242 | $1.4M | 28,215 | +27+0.10% | Add |
 EXXON MOBIL CORPXOM |
| 0.89% | 1.37% | $1.2M | 8,703 | $1.5M | 8,794 | -91-1.03% | Reduce |
 HOME DEPOT INCHD |
| 0.88% | 0.91% | $1.2M | 3,346 | $988,643 | 3,006 | +340+11.31% | Add |
