 NVIDIA CORPORATIONNVDA |
| 6.25% | 6.55% | $3.29B | 16.4M | $3.16B | 18.1M | -1.7M-9.32% | Reduce |
| IISHARES TRIVV |
| 6.16% | 5.43% | $3.25B | 4.3M | $2.62B | 4.0M | +318,490+7.93% | Add |
 APPLE INCAAPL |
| 5.69% | 5.66% | $3.00B | 10.4M | $2.73B | 10.8M | -396,907-3.69% | Reduce |
 MICROSOFT CORPMSFT |
| 3.56% | 3.98% | $1.87B | 5.0M | $1.92B | 5.2M | -168,673-3.25% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 3.15% | $1.67B | 7.0M | $1.52B | 7.3M | -305,466-4.19% | Reduce |
 ALPHABET INCGOOGL |
| 2.8% | 2.53% | $1.48B | 4.1M | $1.22B | 4.2M | -112,319-2.65% | Reduce |
 BROADCOM INCAVGO |
| 2.3% | 2.11% | $1.21B | 3.2M | $1.02B | 3.3M | -89,392-2.71% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.22% | 2.17% | $1.17B | 3.3M | $1.05B | 3.7M | -349,827-9.56% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.8% | 0.6% | $946.0M | 819,568 | $287.5M | 850,911 | -31,343-3.68% | Reduce |
 META PLATFORMS INCMETA |
| 1.68% | 1.91% | $883.1M | 1.6M | $922.3M | 1.6M | -44,376-2.75% | Reduce |
 TESLA INCTSLA |
| 1.59% | 1.62% | $835.8M | 2.0M | $779.6M | 2.1M | -109,822-5.24% | Reduce |
 ELI LILLY & COLLY |
| 1.5% | 1.36% | $790.4M | 658,950 | $654.3M | 711,353 | -52,403-7.37% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.28% | 0.51% | $672.0M | 1.2M | $244.2M | 1.2M | -43,476-3.62% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.02% | 1.07% | $534.8M | 1.6M | $516.8M | 1.8M | -123,270-7.02% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.89% | 1% | $469.8M | 1.8M | $483.5M | 2.0M | -128,160-6.48% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.88% | 1.03% | $460.9M | 921,095 | $499.2M | 1.0M | -120,648-11.58% | Reduce |
 INTEL CORPINTC |
| 0.83% | 0.28% | $434.8M | 3.1M | $137.1M | 3.1M | +7,677+0.25% | Add |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.44% | $420.0M | 580,859 | $211.9M | 620,101 | -39,242-6.33% | Reduce |
 WALMART INCWMT |
| 0.78% | 0.9% | $410.4M | 3.6M | $435.9M | 3.5M | +116,400+3.32% | Add |
 LAM RESEARCH CORPLRCX |
| 0.75% | 0.45% | $394.5M | 910,493 | $218.6M | 1.0M | -112,738-11.02% | Reduce |
 CATERPILLAR INCCAT |
| 0.68% | 0.55% | $359.4M | 337,463 | $265.4M | 374,659 | -37,196-9.93% | Reduce |
 VISA INCV |
| 0.65% | 0.71% | $343.6M | 1.0M | $344.6M | 1.1M | -138,769-12.17% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.65% | 1.03% | $341.5M | 2.5M | $495.7M | 2.9M | -423,895-14.51% | Reduce |
 ABBVIE INCABBV |
| 0.62% | 0.57% | $324.9M | 1.3M | $275.6M | 1.3M | +23,922+1.89% | Add |
 CISCO SYS INCCSCO |
| 0.61% | 0.47% | $322.2M | 2.7M | $224.5M | 2.9M | -150,631-5.21% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.56% | 0.57% | $297.3M | 3.6M | $276.9M | 3.5M | +119,167+3.43% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.34% | $292.4M | 703,580 | $166.3M | 614,660 | +88,920+14.47% | Add |
 KLA CORPKLAC |
| 0.53% | 0.29% | $281.6M | 933,224 | $139.4M | 94,663 | +838,561+885.84% | Add |
 GE VERNOVA INCGEV |
| 0.53% | 0.48% | $278.3M | 236,880 | $233.9M | 267,971 | -31,091-11.60% | Reduce |
 GE AEROSPACEGE |
| 0.51% | 0.51% | $267.9M | 716,707 | $248.3M | 875,000 | -158,293-18.09% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.68% | $262.5M | 280,643 | $329.9M | 331,124 | -50,481-15.25% | Reduce |
 MERCK & CO INCMRK |
| 0.45% | 0.47% | $239.2M | 1.9M | $228.2M | 1.9M | -35,746-1.88% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.45% | 0.56% | $237.5M | 462,447 | $270.8M | 541,997 | -79,550-14.68% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.44% | 0.54% | $232.4M | 1.2M | $260.6M | 1.3M | -103,120-7.67% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.42% | 0.43% | $223.1M | 3.9M | $207.6M | 4.3M | -343,156-8.06% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.42% | 0.39% | $219.0M | 647,397 | $188.1M | 621,806 | +25,591+4.12% | Add |
 NETFLIX INCNFLX |
| 0.41% | 0.73% | $218.0M | 3.1M | $350.0M | 3.6M | -586,985-16.12% | Reduce |
 HOME DEPOT INCHD |
| 0.41% | 0.51% | $217.4M | 616,378 | $244.2M | 742,349 | -125,971-16.97% | Reduce |
 PALO ALTOPANW |
| 0.4% | 0.25% | $208.7M | 612,015 | $121.7M | 759,303 | -147,288-19.40% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.39% | 0.35% | $206.6M | 1.1M | $168.7M | 1.0M | +121,284+11.88% | Add |
 PROCTER & GAMBLE COPG |
| 0.39% | 0.5% | $205.0M | 1.4M | $240.0M | 1.7M | -263,688-15.87% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.39% | 0.3% | $204.0M | 201,688 | $142.7M | 168,709 | +32,979+19.55% | Add |
 WELLTOWER INC COMWELL |
| 0.39% | 0.33% | $203.2M | 895,149 | $159.9M | 808,659 | +86,490+10.70% | Add |
 COCA COLA COKO |
| 0.38% | 0.46% | $200.2M | 2.5M | $224.2M | 2.9M | -485,187-16.46% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.36% | 0.14% | $192.1M | 644,726 | $68.1M | 687,647 | -42,921-6.24% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.36% | 0.24% | $190.9M | 640,501 | $117.2M | 603,557 | +36,944+6.12% | Add |
 RTX CORPORATIONRTX |
| 0.36% | 0.41% | $188.9M | 995,658 | $196.2M | 1.0M | -21,382-2.10% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.36% | 0.57% | $187.8M | 1.1M | $276.9M | 1.3M | -205,259-15.34% | Reduce |
 PEPSICO INCPEP |
| 0.36% | 0.39% | $187.1M | 1.4M | $188.1M | 1.2M | +170,618+14.09% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.35% | 0.55% | $184.6M | 1.6M | $264.4M | 1.8M | -225,068-12.45% | Reduce |
