 APPLE INCAAPL |
| 12.48% | 13.56% | $24.7M | 81,809 | $21.3M | 84,012 | -2,203-2.62% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 7.08% | 7.13% | $14.0M | 82,086 | $11.2M | 76,678 | +5,408+7.05% | Add |
| BBANK OF AMER CORPBAC |
| 5.97% | 5.84% | $11.8M | 182,474 | $9.2M | 188,274 | -5,800-3.08% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.58% | 2.97% | $11.1M | 22,919 | $4.7M | 22,972 | -53-0.23% | Reduce |
 AMAZON COM INCAMZN |
| 5.5% | 5.27% | $10.9M | 40,763 | $8.3M | 39,763 | +1,000+2.51% | Add |
| AAlphabet Inc Class CGOOG |
| 5.17% | 5.3% | $10.2M | 29,901 | $8.3M | 29,030 | +871+3.00% | Add |
 MICROSOFT CORPMSFT |
| 4.76% | 4.49% | $9.4M | 19,151 | $7.1M | 19,083 | +68+0.36% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 4.41% | 0.71% | $8.7M | 11,460 | $1.1M | 2,865 | +8,595+300.00% | Add |
 META PLATFORMS INCMETA |
| 3.68% | 4.49% | $7.3M | 12,590 | $7.1M | 12,333 | +257+2.08% | Add |
 WALMART INCWMT |
| 3.44% | 4.7% | $6.8M | 58,824 | $7.4M | 59,392 | -568-0.96% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.38% | 1.61% | $6.7M | 7,348 | $2.5M | 7,505 | -157-2.09% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.37% | 3.1% | $6.7M | 29,826 | $4.9M | 27,987 | +1,839+6.57% | Add |
| IINVESCO EXCHANGE TRADED FD TPPA |
| 2.73% | 3.12% | $5.4M | 29,380 | $4.9M | 29,610 | -230-0.78% | Reduce |
 BOEING COBA |
| 2% | 2.26% | $4.0M | 17,147 | $3.5M | 17,822 | -675-3.79% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.93% | 1.64% | $3.8M | 11,744 | $2.6M | 12,049 | -305-2.53% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.93% | 1.9% | $3.8M | 10,462 | $3.0M | 10,162 | +300+2.95% | Add |
 ELI LILLY & COLLY |
| 1.87% | 1.74% | $3.7M | 3,029 | $2.7M | 2,979 | +50+1.68% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.69% | 1.69% | $3.3M | 8,754 | $2.7M | 8,284 | +470+5.67% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.68% | 2.21% | $3.3M | 3,510 | $3.5M | 3,485 | +25+0.72% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.44% | 1.32% | $2.9M | 4,030 | $2.1M | 3,472 | +558+16.07% | Add |
| EENERGY TRANSFER L PET |
| 1.4% | 1.94% | $2.8M | 132,625 | $3.0M | 157,780 | -25,155-15.94% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.33% | 1.44% | $2.6M | 45,648 | $2.3M | 45,777 | -129-0.28% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.31% | 1.21% | $2.6M | 13,732 | $1.9M | 14,322 | -590-4.12% | Reduce |
| IISHARES S&P 100 ETFIWO |
| 1.16% | 0.76% | $2.3M | 6,009 | $1.2M | 3,756 | +2,253+59.98% | Add |
 BLACKSTONE INCBX |
| 1.12% | 1.2% | $2.2M | 15,175 | $1.9M | 16,425 | -1,250-7.61% | Reduce |
 ALLSTATE CORPALL |
| 1.12% | 1.14% | $2.2M | 8,650 | $1.8M | 8,650 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.05% | 1.5% | $2.1M | 6,327 | $2.4M | 6,337 | -10-0.16% | Reduce |
 TJX COS INC NEWTJX |
| 1.03% | 1.14% | $2.0M | 13,315 | $1.8M | 11,190 | +2,125+18.99% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.88% | 1.18% | $1.8M | 37,307 | $1.8M | 36,807 | +500+1.36% | Add |
 PROGRESSIVE CORPPGR |
| 0.81% | 1.05% | $1.6M | 7,744 | $1.6M | 8,294 | -550-6.63% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.61% | 0.71% | $1.2M | 10,310 | $1.1M | 10,310 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.59% | 0.56% | $1.2M | 3,183 | $875,217 | 3,084 | +99+3.21% | Add |
 CATERPILLAR INCCAT |
| 0.59% | 0.56% | $1.2M | 1,358 | $886,992 | 1,252 | +106+8.47% | Add |
| IISHARES TRITB |
| 0.54% | 0.67% | $1.1M | 10,980 | $1.0M | 11,555 | -575-4.98% | Reduce |
 MARATHON PETE CORPMPC |
| 0.49% | 0.43% | $973,359 | 2,795 | $682,483 | 2,795 | 00.00% | Unchanged |
| IINVESCO QQQ TRVOO |
| 0.45% | 0.46% | $887,256 | 1,226 | $720,321 | 1,248 | -22-1.76% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.41% | 0.51% | $803,259 | 21,183 | $801,565 | 21,183 | 00.00% | Unchanged |
| AALPS ETF TROGIG |
| 0.39% | 0.45% | $781,812 | 15,620 | $700,617 | 17,170 | -1,550-9.03% | Reduce |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.39% | 0.44% | $766,787 | 20,280 | $685,329 | 20,630 | -350-1.70% | Reduce |
 GE VERNOVA INCGEV |
| 0.31% | 0.34% | $618,772 | 595 | $533,358 | 611 | -16-2.62% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.22% | 0.31% | $429,942 | 4,530 | $485,793 | 7,010 | -2,480-35.38% | Reduce |
| PPACER DATA AND DIGITAL REVOLUTION ETFTRFK |
| 0.2% | — | $401,201 | 4,101 | $0 | 0 | +4,101 | New Buy |
| IISHARES TRIVV |
| 0.2% | 0.25% | $389,647 | 502 | $386,700 | 592 | -90-15.20% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.19% | 0.13% | $384,306 | 3,160 | $203,988 | 292 | +2,868+982.19% | Add |
 MERCK & CO INCMRK |
| 0.19% | 0.15% | $376,828 | 2,835 | $236,370 | 1,965 | +870+44.27% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.19% | 0.17% | $369,525 | 2,268 | $269,053 | 2,268 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.18% | 0.4% | $365,284 | 1,064 | $622,295 | 1,892 | -828-43.76% | Reduce |
| NNEUBERGER ENGY INFRSTR &NML |
| 0.18% | 0.23% | $361,866 | 33,978 | $357,109 | 33,978 | 00.00% | Unchanged |
| CCITIGROUP INCC |
| 0.18% | 0.19% | $357,708 | 2,600 | $294,866 | 2,600 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.16% | 0.2% | $313,518 | 2,176 | $318,635 | 2,206 | -30-1.36% | Reduce |
