 NVIDIA CORPORATIONNVDA |
| 7.22% | 7.49% | $4.39B | 21.9M | $4.02B | 23.0M | -1.1M-4.81% | Reduce |
 APPLE INCAAPL |
| 5.62% | 5.54% | $3.42B | 11.8M | $2.97B | 11.7M | +87,354+0.75% | Add |
 MICROSOFT CORPMSFT |
| 4.14% | 4.57% | $2.52B | 6.8M | $2.45B | 6.6M | +119,661+1.80% | Add |
 ALPHABET INCGOOGL |
| 3.59% | 3.31% | $2.18B | 6.1M | $1.78B | 6.2M | -70,962-1.15% | Reduce |
 AMAZON COM INCAMZN |
| 3.5% | 3.43% | $2.13B | 8.9M | $1.84B | 8.8M | +87,354+0.99% | Add |
 BROADCOM INCAVGO |
| 2.68% | 2.48% | $1.63B | 4.3M | $1.33B | 4.3M | +12,542+0.29% | Add |
| AAlphabet Inc Class CGOOG |
| 2.28% | 2.37% | $1.39B | 3.9M | $1.27B | 4.4M | -518,332-11.67% | Reduce |
 META PLATFORMS INCMETA |
| 2.24% | 2.64% | $1.36B | 2.4M | $1.42B | 2.5M | -61,675-2.49% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.16% | 0.72% | $1.31B | 1.1M | $384.1M | 1.1M | +1,344+0.12% | Add |
 ELI LILLY & COLLY |
| 1.77% | 1.45% | $1.07B | 895,262 | $780.2M | 848,203 | +47,059+5.55% | Add |
 JPMORGAN CHASE & COJPM |
| 1.49% | 1.66% | $907.8M | 2.8M | $888.5M | 3.0M | -246,957-8.18% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.43% | 1.54% | $870.6M | 1.7M | $825.4M | 1.7M | +43,091+2.61% | Add |
 TESLA INCTSLA |
| 1.37% | 1.36% | $834.7M | 2.0M | $727.7M | 2.0M | +27,199+1.39% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.35% | 0.27% | $823.4M | 1.4M | $142.5M | 700,245 | +717,249+102.43% | Add |
 APPLIED MATLS INCAMAT |
| 1.11% | 0.71% | $672.5M | 930,145 | $383.1M | 1.1M | -190,576-17.00% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.99% | 0.75% | $599.9M | 1.4M | $402.1M | 1.5M | -42,808-2.88% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.95% | 1.27% | $577.3M | 4.2M | $681.3M | 4.0M | +206,420+5.14% | Add |
 ORACLE CORPORCL |
| 0.86% | 1.07% | $524.8M | 3.6M | $576.8M | 3.9M | -339,392-8.66% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.86% | 0.9% | $524.4M | 2.1M | $480.5M | 2.0M | +98,877+5.03% | Add |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.32% | $486.0M | 1.1M | $174.0M | 814,576 | +306,871+37.67% | Add |
 MERCK & CO INCMRK |
| 0.71% | 0.59% | $432.4M | 3.4M | $314.3M | 2.6M | +751,822+28.77% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | 0.77% | $428.1M | 855,485 | $414.0M | 863,874 | -8,389-0.97% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.66% | 0.64% | $398.5M | 7.0M | $345.1M | 7.1M | -86,364-1.22% | Reduce |
 GE AEROSPACEGE |
| 0.65% | 0.56% | $398.0M | 1.1M | $299.0M | 1.1M | +11,358+1.08% | Add |
 INTEL CORPINTC |
| 0.63% | 0.16% | $381.4M | 2.7M | $85.7M | 1.9M | +790,319+40.72% | Add |
 MORGAN STANLEYMS |
| 0.62% | 0.57% | $378.0M | 1.8M | $304.6M | 1.9M | -42,254-2.28% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.59% | 0.81% | $361.8M | 4.1M | $435.0M | 4.7M | -561,540-11.99% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.59% | 0.64% | $356.5M | 2.4M | $341.8M | 2.4M | +65,008+2.75% | Add |
 WALMART INCWMT |
| 0.57% | 0.71% | $348.3M | 3.1M | $382.1M | 3.1M | +430+0.01% | Add |
 ANALOG DEVICES INC COMADI |
| 0.57% | 0.56% | $346.8M | 873,150 | $298.3M | 937,721 | -64,571-6.89% | Reduce |
 HOME DEPOT INCHD |
| 0.54% | 0.55% | $329.4M | 933,853 | $292.8M | 890,348 | +43,505+4.89% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.53% | 0.52% | $323.1M | 319,513 | $280.8M | 331,935 | -12,422-3.74% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.5% | 0.7% | $305.4M | 1.8M | $374.0M | 1.8M | +34,780+1.92% | Add |
 KLA CORPKLAC |
| 0.5% | 0.27% | $301.5M | 999,205 | $146.9M | 99,751 | +899,454+901.70% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.5% | 0.59% | $301.1M | 8.2M | $314.2M | 8.3M | -112,364-1.35% | Reduce |
 GE VERNOVA INCGEV |
| 0.49% | 0.44% | $300.5M | 255,746 | $234.4M | 268,516 | -12,770-4.76% | Reduce |
| CCITIGROUP INCC |
| 0.47% | 0.22% | $286.3M | 2.0M | $115.6M | 1.0M | +1.0M+100.65% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.46% | 0.61% | $279.1M | 3.9M | $326.3M | 4.5M | -668,666-14.74% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.45% | 0.24% | $275.6M | 924,518 | $127.9M | 658,926 | +265,592+40.31% | Add |
 CISCO SYS INCCSCO |
| 0.45% | 0.28% | $275.0M | 2.3M | $150.4M | 1.9M | +403,442+20.82% | Add |
| IISHARES RUSSELLIWM |
| 0.44% | 0.07% | $268.2M | 892,577 | $35.4M | 142,577 | +750,000+526.03% | Add |
 WELLS FARGO CO NEWWFC |
| 0.44% | 0.51% | $267.2M | 3.2M | $273.7M | 3.4M | -204,212-5.94% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.43% | 0.19% | $263.4M | 272,913 | $100.2M | 255,726 | +17,187+6.72% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.41% | 0.53% | $251.0M | 5.9M | $282.8M | 4.5M | +1.4M+30.49% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.4% | 0.61% | $245.2M | 1.9M | $325.9M | 2.3M | -397,605-17.00% | Reduce |
 CATERPILLAR INCCAT |
| 0.4% | 0.31% | $242.0M | 227,255 | $164.0M | 231,444 | -4,189-1.81% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.39% | 0.47% | $235.3M | 251,489 | $251.5M | 252,374 | -885-0.35% | Reduce |
 LINDE PLCLIN |
| 0.38% | 0.42% | $232.9M | 448,828 | $226.8M | 457,525 | -8,697-1.90% | Reduce |
 SOUTHERN COSO |
| 0.37% | 0.41% | $222.1M | 2.3M | $217.8M | 2.3M | +64,347+2.85% | Add |
 PALO ALTOPANW |
| 0.36% | 0.2% | $221.9M | 650,811 | $106.9M | 666,969 | -16,158-2.42% | Reduce |
