 APPLIED MATLS INCAMAT |
| 3.79% | 2.15% | $8.6M | 11,855 | $4.3M | 12,548 | -693-5.52% | Reduce |
 BLACKSTONE INCBX |
| 3.38% | 3.54% | $7.6M | 64,944 | $7.1M | 61,385 | +3,559+5.80% | Add |
 ALPHABET INCGOOGL |
| 3.06% | 2.88% | $6.9M | 19,361 | $5.7M | 19,990 | -629-3.15% | Reduce |
 APPLE INCAAPL |
| 2.97% | 3.02% | $6.7M | 23,247 | $6.0M | 23,735 | -488-2.06% | Reduce |
 AMAZON COM INCAMZN |
| 2.91% | 2.98% | $6.6M | 27,632 | $6.0M | 28,586 | -954-3.34% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 2.82% | 2.23% | $6.4M | 33,503 | $4.5M | 33,527 | -24-0.07% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.63% | 1.26% | $5.9M | 10,232 | $2.5M | 12,325 | -2,093-16.98% | Reduce |
 ABBVIE INCABBV |
| 2.55% | 2.5% | $5.8M | 22,897 | $5.0M | 22,975 | -78-0.34% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.34% | 1.71% | $5.3M | 12,714 | $3.4M | 12,620 | +94+0.74% | Add |
 BROADCOM INCAVGO |
| 2.33% | 2.31% | $5.3M | 13,949 | $4.6M | 14,869 | -920-6.19% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.06% | 1.43% | $4.7M | 4,033 | $2.9M | 8,472 | -4,439-52.40% | Reduce |
 META PLATFORMS INCMETA |
| 2.06% | 2.39% | $4.6M | 8,253 | $4.8M | 8,349 | -96-1.15% | Reduce |
 MERCK & CO INCMRK |
| 1.93% | 2.05% | $4.4M | 34,051 | $4.1M | 33,989 | +62+0.18% | Add |
 MICROSOFT CORPMSFT |
| 1.89% | 2.11% | $4.3M | 11,459 | $4.2M | 11,360 | +99+0.87% | Add |
 EATON CORP PLCETN |
| 1.87% | 1.81% | $4.2M | 9,921 | $3.6M | 10,090 | -169-1.67% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.73% | 1.96% | $3.9M | 54,108 | $3.9M | 54,503 | -395-0.72% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 1.72% | 1.79% | $3.9M | 15,203 | $3.6M | 15,505 | -302-1.95% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.66% | 1.96% | $3.8M | 42,864 | $3.9M | 42,160 | +704+1.67% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.61% | 1.63% | $3.7M | 18,251 | $3.2M | 18,602 | -351-1.89% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 1.53% | 1.84% | $3.5M | 19,317 | $3.7M | 20,348 | -1,031-5.07% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 1.53% | 1.66% | $3.5M | 55,008 | $3.3M | 56,525 | -1,517-2.68% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.52% | 1.41% | $3.4M | 12,186 | $2.8M | 11,616 | +570+4.91% | Add |
 TJX COS INC NEWTJX |
| 1.49% | 1.79% | $3.4M | 22,235 | $3.6M | 22,349 | -114-0.51% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.47% | 1.57% | $3.3M | 10,181 | $3.1M | 10,638 | -457-4.30% | Reduce |
 VISA INCV |
| 1.45% | 1.45% | $3.3M | 9,589 | $2.9M | 9,590 | -1-0.01% | Reduce |
 HOME DEPOT INCHD |
| 1.44% | 1.44% | $3.3M | 9,234 | $2.9M | 8,730 | +504+5.77% | Add |
 CATERPILLAR INCCAT |
| 1.41% | 1.06% | $3.2M | 3,000 | $2.1M | 3,000 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.35% | 1.47% | $3.0M | 12,001 | $2.9M | 11,985 | +16+0.13% | Add |
 BOEING COBA |
| 1.34% | 1.36% | $3.0M | 14,030 | $2.7M | 13,680 | +350+2.56% | Add |
 FIRST SOLAR INC COMFSLR |
| 1.34% | 1.59% | $3.0M | 12,830 | $3.2M | 16,136 | -3,306-20.49% | Reduce |
 COCA COLA COKO |
| 1.32% | 1.41% | $3.0M | 36,779 | $2.8M | 37,044 | -265-0.72% | Reduce |
 DISNEY WALT CODIS |
| 1.3% | 1.47% | $2.9M | 30,445 | $2.9M | 30,490 | -45-0.15% | Reduce |
 NETFLIX INCNFLX |
| 1.23% | 1.82% | $2.8M | 39,091 | $3.6M | 37,721 | +1,370+3.63% | Add |
 ORACLE CORPORCL |
| 1.22% | 1.4% | $2.8M | 18,887 | $2.8M | 18,984 | -97-0.51% | Reduce |
 DOMINION ENERGY INCD |
| 1.22% | 1.24% | $2.8M | 40,357 | $2.5M | 40,121 | +236+0.59% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.17% | 0.22% | $2.6M | 10,355 | $444,919 | 2,950 | +7,405+251.02% | Add |
 MEDTRONIC PLCMDT |
| 1.14% | 1.46% | $2.6M | 33,014 | $2.9M | 33,594 | -580-1.73% | Reduce |
 Boeing Co/TheBA |
| 1.13% | 1.28% | $2.6M | 38,037 | $2.6M | 39,429 | -1,392-3.53% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.12% | 1.14% | $2.5M | 21,641 | $2.3M | 20,926 | +715+3.42% | Add |
 WALMART INCWMT |
| 1.11% | 1.35% | $2.5M | 22,072 | $2.7M | 21,735 | +337+1.55% | Add |
 SALESFORCE INCCRM |
| 1.06% | 1.28% | $2.4M | 15,366 | $2.6M | 13,665 | +1,701+12.45% | Add |
 PROCTER & GAMBLE COPG |
| 0.96% | 1.07% | $2.2M | 14,817 | $2.1M | 14,809 | +8+0.05% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.96% | 1.07% | $2.2M | 20,223 | $2.1M | 19,216 | +1,007+5.24% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.92% | 0.79% | $2.1M | 2,773 | $1.6M | 2,435 | +338+13.88% | Add |
 VICI PPTYS INC COMVICI |
| 0.88% | 1.04% | $2.0M | 75,063 | $2.1M | 76,303 | -1,240-1.63% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.87% | 0.97% | $2.0M | 3,918 | $1.9M | 3,951 | -33-0.84% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.82% | 0.73% | $1.9M | 7,438 | $1.5M | 7,348 | +90+1.22% | Add |
 MCDONALDS CORPMCD |
| 0.82% | 0.96% | $1.9M | 6,869 | $1.9M | 6,177 | +692+11.20% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.74% | 0.75% | $1.7M | 10,618 | $1.5M | 10,236 | +382+3.73% | Add |
 PFIZER INCPFE |
| 0.74% | 0.97% | $1.7M | 69,581 | $1.9M | 69,196 | +385+0.56% | Add |
