 SUPER MICRSMCI |
| 19.79% | — | $19.20B | 374.1M | $0 | 0 | +374.1M | New Buy |
 ALPHABET INCGOOGL |
| 8.39% | — | $8.14B | 160.0M | $0 | 0 | +160.0M | New Buy |
| IINVESCO QQQ TRVOO |
| 8.39% | 23.16% | $8.14B | 11.1M | $15.38B | 26.6M | -15.6M-58.53% | Reduce |
 ALPHABET INCGOOGL |
| 8.3% | — | $8.05B | 160.0M | $0 | 0 | +160.0M | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 7.95% | 16.74% | $7.72B | 10.3M | $11.12B | 17.1M | -6.8M-39.56% | Reduce |
 ORACLE CORPORCL |
| 7.88% | 13.56% | $7.64B | 170.0M | $9.00B | 170.0M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 4.07% | 3.83% | $3.95B | 19.7M | $2.54B | 14.6M | +5.2M+35.31% | Add |
 MICROSOFT CORPMSFT |
| 3.66% | 3.87% | $3.56B | 9.5M | $2.57B | 6.9M | +2.6M+37.27% | Add |
 AMAZON COM INCAMZN |
| 2.04% | 4.51% | $1.98B | 8.3M | $2.99B | 14.4M | -6.1M-42.14% | Reduce |
 APPLE INCAAPL |
| 1.89% | 2% | $1.84B | 6.3M | $1.33B | 5.2M | +1.1M+21.03% | Add |
 TESLA INCTSLA |
| 1.72% | 2.4% | $1.67B | 4.0M | $1.60B | 4.3M | -312,911-7.29% | Reduce |
 Western Digital CorpWDC |
| 1.4% | 0.87% | $1.36B | 80.5M | $576.5M | 80.5M | 00.00% | Unchanged |
| IISHARES TRIVV |
| 1.21% | 1.53% | $1.17B | 1.6M | $1.02B | 1.6M | +4,274+0.27% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.94% | 0.27% | $911.8M | 789,959 | $178.4M | 527,992 | +261,967+49.62% | Add |
| IISHARES RUSSELLIWM |
| 0.89% | 0.68% | $865.0M | 2.9M | $449.6M | 1.8M | +1.1M+58.81% | Add |
| IISHARES TRFXI |
| 0.89% | 1.23% | $859.3M | 27.2M | $818.1M | 22.8M | +4.4M+19.37% | Add |
 META PLATFORMS INCMETA |
| 0.87% | 0.99% | $841.7M | 1.5M | $657.5M | 1.1M | +344,999+30.02% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.85% | 0.97% | $820.7M | 15.3M | $641.7M | 13.0M | +2.3M+17.79% | Add |
| AAlphabet Inc Class CGOOG |
| 0.76% | 1.4% | $742.0M | 2.1M | $927.4M | 3.2M | -1.1M-35.04% | Reduce |
| IISHARES TRLQD |
| 0.7% | 0.84% | $681.4M | 6.2M | $556.8M | 5.1M | +1.1M+22.29% | Add |
 NEBIUS GROUP N VNBIS |
| 0.64% | 0.34% | $623.4M | 2.3M | $224.2M | 2.2M | +96,349+4.46% | Add |
 BROADCOM INCAVGO |
| 0.61% | 0.67% | $591.6M | 1.6M | $441.9M | 1.4M | +138,200+9.68% | Add |
 ALPHABET INCGOOGL |
| 0.61% | 1.14% | $590.5M | 1.7M | $758.5M | 2.6M | -985,444-37.36% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.61% | 0.77% | $589.2M | 857,924 | $511.1M | 855,335 | +2,589+0.30% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.44% | 0.54% | $430.1M | 740,463 | $357.5M | 1.8M | -1.0M-57.86% | Reduce |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.4% | 0.06% | $392.6M | 5.2M | $42.6M | 653,843 | +4.6M+702.14% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.4% | — | $387.1M | 29.1M | $0 | 0 | +29.1M | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.39% | 0.23% | $374.0M | 747,458 | $152.4M | 318,107 | +429,351+134.97% | Add |
 INTEL CORPINTC |
| 0.33% | 0.15% | $316.9M | 2.3M | $97.5M | 2.2M | +61,260+2.77% | Add |
| IISHARES TRHYG |
| 0.32% | 0.54% | $313.9M | 3.9M | $355.4M | 4.5M | -542,250-12.14% | Reduce |
 ORACLE CORPORCL |
| 0.29% | 0.31% | $280.2M | 1.9M | $206.6M | 1.4M | +507,908+36.17% | Add |
| IISHARES TREEM |
| 0.28% | 0.45% | $273.2M | 4.0M | $301.5M | 5.3M | -1.3M-24.79% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.25% | 0.01% | $244.0M | 372,000 | $5.2M | 13,680 | +358,320+2,619.30% | Add |
| SSTRATEGY INCMSTR |
| 0.24% | 0.02% | $233.0M | 2.7M | $14.9M | 119,294 | +2.6M+2,146.77% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.22% | 0.26% | $215.8M | 1.8M | $171.4M | 1.2M | +677,812+57.85% | Add |
 JPMORGAN CHASE & COJPM |
| 0.21% | 0.25% | $205.7M | 628,344 | $167.3M | 568,844 | +59,500+10.46% | Add |
| EECHOSTAR CORPECHO |
| 0.21% | 0.28% | $205.0M | 65.6M | $187.3M | 52.4M | +13.2M+25.20% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.2% | — | $194.4M | 1.1M | $0 | 0 | +1.1M | New Buy |
 APPLIED MATLS INCAMAT |
| 0.19% | 0.1% | $185.9M | 257,076 | $69.2M | 202,576 | +54,500+26.90% | Add |
| SSANDISK CORP COMSNDK |
| 0.18% | 0.04% | $178.3M | 78,435 | $24.9M | 39,128 | +39,307+100.46% | Add |
 LAM RESEARCH CORPLRCX |
| 0.17% | 0.08% | $169.3M | 390,603 | $55.5M | 259,590 | +131,013+50.47% | Add |
 ELI LILLY & COLLY |
| 0.17% | 0.16% | $163.6M | 136,377 | $109.2M | 118,707 | +17,670+14.89% | Add |
 EXXON MOBIL CORPXOM |
| 0.17% | 0.27% | $161.0M | 1.2M | $177.1M | 1.0M | +134,045+12.84% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 0.15% | 0.81% | $150.1M | 5.6M | $534.9M | 19.5M | -13.8M-71.10% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.15% | 0.04% | $147.2M | 1.5M | $23.8M | 189,462 | +1.3M+709.75% | Add |
| IInterDigital IncIDCC |
| 0.13% | 0.2% | $127.7M | 34.9M | $134.8M | 34.5M | +354,000+1.03% | Add |
| BBridgeBio Pharma, Inc.BBIO |
| 0.13% | 0.15% | $124.5M | 69.9M | $98.0M | 54.4M | +15.5M+28.51% | Add |
 NETFLIX INCNFLX |
| 0.13% | 0.16% | $123.6M | 1.7M | $106.8M | 1.1M | +620,774+55.91% | Add |
 CISCO SYS INCCSCO |
| 0.12% | 0.07% | $117.5M | 1.0M | $47.0M | 605,441 | +394,907+65.23% | Add |
| BBANK OF AMER CORPBAC |
| 0.11% | 0.16% | $108.7M | 1.9M | $108.0M | 2.2M | -307,454-13.88% | Reduce |
