| SSTATE STR SPDR S&P 500 ETF TSPY |
| 4.17% | 2.88% | $3.65B | 4.9M | $1.73B | 2.7M | +2.2M+83.85% | Add |
 ALPHABET INCGOOGL |
| 3.31% | 4% | $2.90B | 8.1M | $2.40B | 8.3M | -216,629-2.60% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.92% | 3.47% | $2.56B | 12.8M | $2.08B | 11.9M | +834,319+6.99% | Add |
 INTEL CORPINTC |
| 2.85% | 1.67% | $2.49B | 17.8M | $1.00B | 22.7M | -4.8M-21.36% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.59% | 1.5% | $2.26B | 2.0M | $898.7M | 2.7M | -698,569-26.26% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.54% | 2.98% | $2.22B | 3.0M | $1.79B | 3.1M | -76,518-2.47% | Reduce |
 APPLE INCAAPL |
| 2.36% | 2.37% | $2.07B | 7.1M | $1.42B | 5.6M | +1.5M+27.47% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.13% | 2.19% | $1.87B | 4.5M | $1.31B | 4.9M | -362,184-7.46% | Reduce |
 TESLA INCTSLA |
| 2.05% | 3.1% | $1.80B | 4.3M | $1.86B | 5.0M | -732,347-14.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.89% | 1.13% | $1.66B | 2.9M | $679.0M | 3.3M | -483,880-14.50% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.88% | 1.09% | $1.65B | 3.5M | $652.9M | 1.9M | +1.5M+78.64% | Add |
| IISHARES RUSSELLIWM |
| 1.65% | 2.86% | $1.45B | 4.8M | $1.72B | 6.9M | -2.1M-30.49% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.61% | 0.54% | $1.41B | 621,500 | $321.9M | 506,649 | +114,851+22.67% | Add |
 MICROSOFT CORPMSFT |
| 1.48% | 0.94% | $1.29B | 3.5M | $564.6M | 1.5M | +1.9M+127.11% | Add |
 BROADCOM INCAVGO |
| 1.27% | 1.46% | $1.11B | 2.9M | $878.9M | 2.8M | +96,196+3.39% | Add |
 AMAZON COM INCAMZN |
| 1.25% | 1.12% | $1.09B | 4.6M | $671.4M | 3.2M | +1.4M+41.98% | Add |
 PALO ALTOPANW |
| 1.11% | 0.54% | $970.7M | 2.8M | $323.5M | 2.0M | +828,682+41.07% | Add |
 ARM HOLDINGS PLCARM |
| 1.01% | 0.94% | $885.1M | 2.5M | $564.1M | 3.7M | -1.2M-33.06% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1% | 0.54% | $872.8M | 2.9M | $326.5M | 3.3M | -366,214-11.11% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.98% | 0.88% | $854.2M | 844,627 | $530.1M | 626,634 | +217,993+34.79% | Add |
 META PLATFORMS INCMETA |
| 0.94% | 1.35% | $819.7M | 1.5M | $808.2M | 1.4M | +42,653+3.02% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.87% | 0.63% | $764.0M | 1.2M | $377.0M | 1.9M | -697,686-36.84% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.82% | 0.68% | $721.0M | 1.1M | $410.0M | 1.1M | +40,966+3.90% | Add |
 APPLIED MATLS INCAMAT |
| 0.74% | 0.42% | $649.1M | 897,800 | $250.9M | 734,200 | +163,600+22.28% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.71% | 0.68% | $625.3M | 2.7M | $405.5M | 2.1M | +594,400+28.91% | Add |
 VERTIV HOLDINGS COVRT |
| 0.67% | 0.68% | $590.4M | 1.8M | $409.1M | 1.6M | +130,681+8.00% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.65% | 0.39% | $567.8M | 1.3M | $232.7M | 1.4M | -101,400-7.15% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.6% | 0.4% | $524.8M | 2.1M | $239.1M | 1.6M | +476,800+30.07% | Add |
 BLOOM ENERGY CORPBE |
| 0.59% | 0.43% | $516.0M | 1.7M | $256.5M | 1.9M | -188,200-9.94% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.57% | 0.49% | $499.7M | 534,200 | $296.2M | 297,266 | +236,934+79.70% | Add |
 ADOBE INC COMADBE |
| 0.55% | 0.71% | $481.0M | 2.3M | $427.0M | 1.8M | +589,460+33.55% | Add |
 ELECTRONIC ARTS INCEA |
| 0.53% | 0.83% | $462.1M | 2.3M | $497.5M | 2.4M | -186,570-7.65% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.52% | 0.73% | $455.2M | 3.9M | $436.0M | 3.0M | +921,172+30.91% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.51% | 0.43% | $448.8M | 4.4M | $257.4M | 2.2M | +2.2M+101.11% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.51% | 0.48% | $448.3M | 464,529 | $286.2M | 730,573 | -266,044-36.42% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.5% | 0.41% | $441.8M | 673,600 | $244.7M | 638,300 | +35,300+5.53% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.49% | 0.81% | $429.7M | 8.1M | $485.4M | 7.9M | +167,258+2.11% | Add |
 WYNN RESORTS LTDWYNN |
| 0.45% | 0.68% | $398.4M | 4.1M | $407.1M | 4.0M | +94,300+2.35% | Add |
 ORACLE CORPORCL |
| 0.45% | 0.43% | $393.3M | 2.7M | $258.9M | 1.8M | +924,071+52.51% | Add |
 ASML HLDG NVASML |
| 0.44% | 0.44% | $385.0M | 193,540 | $261.8M | 198,220 | -4,680-2.36% | Reduce |
| CCITIGROUP INCC |
| 0.43% | 0.5% | $380.0M | 2.7M | $299.7M | 2.6M | +72,306+2.74% | Add |
 SALESFORCE INCCRM |
| 0.43% | 0.41% | $373.7M | 2.4M | $248.8M | 1.3M | +1.1M+78.92% | Add |
 GE VERNOVA INCGEV |
| 0.42% | 0.44% | $370.9M | 315,668 | $265.6M | 304,221 | +11,447+3.76% | Add |
 STARBUCKS CORPSBUX |
| 0.41% | 0.47% | $359.7M | 3.5M | $282.3M | 3.2M | +368,600+11.70% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.41% | 0.01% | $359.4M | 718,143 | $3.8M | 7,975 | +710,168+8,904.93% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.39% | 0.39% | $345.6M | 402,800 | $236.2M | 336,158 | +66,642+19.82% | Add |
 CATERPILLAR INCCAT |
| 0.39% | 0.32% | $341.5M | 320,713 | $192.3M | 271,446 | +49,267+18.15% | Add |
| QQUALCOMM INCQCOM |
| 0.38% | 0.19% | $328.8M | 1.8M | $113.1M | 878,478 | +900,622+102.52% | Add |
 COINBASE GLOBALCOIN |
| 0.35% | 0.63% | $307.5M | 2.1M | $380.4M | 2.2M | -75,451-3.46% | Reduce |
| SSPDR GOLD TRGLD |
| 0.34% | 0.48% | $296.2M | 804,000 | $285.2M | 662,700 | +141,300+21.32% | Add |
