 TESLA INCTSLA |
| 5.83% | 6.17% | $2.15B | 5.1M | $1.79B | 4.8M | +290,437+6.03% | Add |
 AMAZON COM INCAMZN |
| 5.75% | 5.76% | $2.12B | 8.9M | $1.67B | 8.0M | +877,728+10.95% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.09% | 1.62% | $1.87B | 3.9M | $468.6M | 1.4M | +2.5M+182.91% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.87% | 8.07% | $1.79B | 9.0M | $2.34B | 13.4M | -4.4M-33.13% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.98% | 3.12% | $1.46B | 2.5M | $902.8M | 4.4M | -1.9M-43.20% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.84% | 3.76% | $1.42B | 12.1M | $1.09B | 7.5M | +4.7M+62.73% | Add |
| SSANDISK CORP COMSNDK |
| 3.77% | — | $1.39B | 610,918 | $0 | 0 | +610,918 | New Buy |
 ALPHABET INCGOOGL |
| 2.96% | 0.66% | $1.09B | 3.0M | $190.6M | 662,673 | +2.4M+360.13% | Add |
| IISHARES RUSSELLIWM |
| 2.55% | 3.51% | $940.2M | 3.1M | $1.02B | 4.1M | -973,490-23.73% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.45% | 2.59% | $903.4M | 1.8M | $750.1M | 1.6M | +240,213+15.35% | Add |
 MICROSOFT CORPMSFT |
| 2.11% | 1.88% | $778.3M | 2.1M | $545.8M | 1.5M | +612,132+41.52% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.88% | 2.88% | $694.2M | 929,600 | $835.4M | 1.3M | -354,945-27.63% | Reduce |
 NETFLIX INCNFLX |
| 1.64% | 3.66% | $603.6M | 8.5M | $1.06B | 11.0M | -2.6M-23.36% | Reduce |
 APPLE INCAAPL |
| 1.55% | 3.93% | $572.3M | 2.0M | $1.14B | 4.5M | -2.5M-55.92% | Reduce |
| EECHOSTAR CORPECHO |
| 1.39% | 1.62% | $511.2M | 163.4M | $469.9M | 131.2M | +32.2M+24.52% | Add |
| AAlphabet Inc Class CGOOG |
| 1.22% | 0.14% | $449.9M | 1.3M | $39.3M | 136,918 | +1.1M+830.00% | Add |
 INTEL CORPINTC |
| 1.22% | 0.59% | $449.6M | 3.2M | $171.0M | 3.9M | -655,810-16.92% | Reduce |
 META PLATFORMS INCMETA |
| 1.09% | 0.31% | $401.6M | 713,031 | $89.5M | 156,361 | +556,670+356.02% | Add |
 DOLLAR TREE INCDLTR |
| 1.09% | 1.18% | $400.5M | 3.3M | $342.7M | 3.1M | +182,436+5.83% | Add |
| IINVESCO QQQ TRVOO |
| 1.04% | 0.58% | $384.4M | 522,036 | $167.9M | 290,900 | +231,136+79.46% | Add |
 SYNOPSYS INCSNPS |
| 1.02% | 0.06% | $374.2M | 838,900 | $16.7M | 42,001 | +796,899+1,897.33% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.96% | — | $353.2M | 2.1M | $0 | 0 | +2.1M | New Buy |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.86% | 0.07% | $318.1M | 640,440 | $20.1M | 45,000 | +595,440+1,323.20% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.85% | 1.31% | $312.7M | 752,280 | $378.8M | 1.4M | -647,720-46.27% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.82% | 0.73% | $303.1M | 11.4M | $212.2M | 7.7M | +3.6M+47.11% | Add |
 ABBOTT LABORATORIESABT |
| 0.76% | 0.03% | $281.3M | 3.1M | $7.7M | 75,000 | +3.0M+4,033.33% | Add |
| PPG&E CorporationPCG |
| 0.76% | 0.95% | $280.4M | 273.9M | $274.5M | 263.9M | +10.0M+3.79% | Add |
 ADOBE INC COMADBE |
| 0.74% | 0.72% | $272.4M | 1.3M | $208.3M | 857,000 | +471,480+55.02% | Add |
 SHOPIFY INCSHOP |
| 0.71% | 0.84% | $260.6M | 2.3M | $243.2M | 2.1M | +232,000+11.32% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.67% | 0.01% | $245.1M | 2.7M | $2.7M | 41,034 | +2.6M+6,450.67% | Add |
 ELI LILLY & COLLY |
| 0.65% | 0.31% | $239.9M | 200,000 | $89.2M | 97,004 | +102,996+106.18% | Add |
 BLOOM ENERGY CORPBE |
| 0.64% | 0.27% | $234.5M | 774,620 | $78.5M | 579,266 | +195,354+33.72% | Add |
 HOME DEPOT INCHD |
| 0.63% | 0.01% | $232.1M | 658,175 | $3.7M | 11,230 | +646,945+5,760.86% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.62% | 0.16% | $229.5M | 577,000 | $46.1M | 100,000 | +477,000+477.00% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.59% | 0.93% | $217.8M | 184.5M | $270.2M | 194.5M | -10.0M-5.14% | Reduce |
 FIRSTENERGY CORPFE |
| 0.56% | — | $206.6M | 189.2M | $0 | 0 | +189.2M | New Buy |
 AMGEN INC COMAMGN |
| 0.55% | — | $203.1M | 561,000 | $0 | 0 | +561,000 | New Buy |
 ABBVIE INCABBV |
| 0.53% | 0.02% | $196.9M | 782,440 | $4.4M | 20,010 | +762,430+3,810.24% | Add |
| TTRANSOCEAN INCRIG |
| 0.5% | 0.92% | $185.8M | 120.4M | $265.9M | 131.2M | -10.9M-8.28% | Reduce |
 ELECTRONIC ARTS INCEA |
| 0.5% | 0.97% | $184.7M | 900,734 | $282.5M | 1.4M | -484,953-35.00% | Reduce |
 BOEING COBA |
| 0.48% | 0.25% | $175.8M | 812,312 | $72.5M | 364,379 | +447,933+122.93% | Add |
| IISHARES TRHYG |
| 0.48% | 0.88% | $175.1M | 2.2M | $253.8M | 3.2M | -1.0M-31.35% | Reduce |
| BBOFA FIN LLC |
| 0.45% | 0.54% | $164.3M | 130.3M | $156.3M | 130.3M | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| 0.43% | 0.17% | $159.6M | 243,260 | $50.4M | 131,400 | +111,860+85.13% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.42% | 0.41% | $153.0M | 486,264 | $118.4M | 412,553 | +73,711+17.87% | Add |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 0.39% | 1.58% | $145.4M | 9.7M | $456.9M | 34.7M | -25.0M-71.94% | Reduce |
| UUniti Group IncUNIT |
| 0.38% | 0.47% | $140.9M | 116.8M | $136.4M | 117.1M | -350,000-0.30% | Reduce |
| AAMERICAN AIRLINES GROUP INCAAL |
| 0.38% | 0.29% | $139.8M | 7.7M | $83.9M | 7.8M | -76,922-0.98% | Reduce |
 VISA INCV |
| 0.36% | — | $134.2M | 391,180 | $0 | 0 | +391,180 | New Buy |
| AAKAMAI TECHNOLOGIES INCAKAM |
| 0.36% | — | $132.9M | 90.9M | $0 | 0 | +90.9M | New Buy |
