 BROADCOM INCAVGO |
| 6.39% | 6.09% | $30.90B | 81.8M | $25.99B | 84.0M | -2.2M-2.65% | Reduce |
 MICROSOFT CORPMSFT |
| 4.15% | 4.76% | $20.06B | 53.8M | $20.29B | 54.8M | -1.1M-1.94% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.85% | 3.99% | $18.60B | 93.0M | $17.03B | 97.7M | -4.7M-4.84% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.07% | 3.08% | $14.85B | 42.0M | $13.14B | 45.8M | -3.8M-8.27% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 2.7% | 2.82% | $13.07B | 72.3M | $12.03B | 72.8M | -509,051-0.70% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.48% | 0.71% | $11.98B | 10.4M | $3.01B | 8.9M | +1.5M+16.26% | Add |
 APPLE INCAAPL |
| 2.23% | 2.16% | $10.77B | 37.2M | $9.21B | 36.3M | +942,160+2.60% | Add |
 KLA CORPKLAC |
| 2.21% | 0.94% | $10.71B | 35.6M | $4.01B | 2.7M | +32.8M+1,203.39% | Add |
 META PLATFORMS INCMETA |
| 2.17% | 2.38% | $10.48B | 18.6M | $10.17B | 17.8M | +831,554+4.68% | Add |
 AMAZON COM INCAMZN |
| 2.12% | 2.14% | $10.28B | 43.1M | $9.15B | 43.9M | -820,157-1.87% | Reduce |
 WELLTOWER INC COMWELL |
| 1.85% | 1.66% | $8.97B | 39.5M | $7.08B | 35.8M | +3.7M+10.28% | Add |
 VISA INCV |
| 1.73% | 1.68% | $8.39B | 24.4M | $7.17B | 23.7M | +733,786+3.09% | Add |
 ROYAL CARIBBEANRCL |
| 1.61% | 1.62% | $7.78B | 24.5M | $6.89B | 25.1M | -557,582-2.23% | Reduce |
 AMPHENOL CORPAPH |
| 1.57% | 1.05% | $7.59B | 43.0M | $4.46B | 35.3M | +7.7M+21.80% | Add |
 ALPHABET INCGOOGL |
| 1.5% | 1.72% | $7.23B | 20.2M | $7.32B | 25.5M | -5.2M-20.52% | Reduce |
 ELI LILLY & COLLY |
| 1.42% | 1.32% | $6.88B | 5.7M | $5.62B | 6.1M | -381,924-6.24% | Reduce |
 GE AEROSPACEGE |
| 1.42% | 1.28% | $6.84B | 18.3M | $5.45B | 19.2M | -908,763-4.73% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 1.39% | 1.49% | $6.74B | 5.1M | $6.37B | 5.5M | -432,013-7.86% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.34% | 1.58% | $6.49B | 34.6M | $6.72B | 34.4M | +183,057+0.53% | Add |
 SHOPIFY INCSHOP |
| 1.3% | 1.39% | $6.27B | 54.9M | $5.93B | 50.1M | +4.8M+9.66% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.17% | 1.25% | $5.64B | 11.0M | $5.34B | 10.7M | +292,580+2.74% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.15% | 0.89% | $5.54B | 11.7M | $3.79B | 11.3M | +370,216+3.27% | Add |
 INTEL CORPINTC |
| 1.11% | 0.07% | $5.38B | 38.6M | $316.9M | 7.2M | +31.4M+437.11% | Add |
 ASML HLDG NVASML |
| 0.99% | 0.54% | $4.80B | 2.4M | $2.30B | 1.8M | +671,772+38.01% | Add |
 TRUIST FINL CORPTFC |
| 0.96% | 0.91% | $4.65B | 93.3M | $3.88B | 84.5M | +8.8M+10.45% | Add |
 RTX CORPORATIONRTX |
| 0.87% | 1.08% | $4.19B | 22.1M | $4.61B | 23.9M | -1.8M-7.58% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.86% | 0.87% | $4.15B | 12.7M | $3.70B | 12.6M | +58,280+0.46% | Add |
 DEERE & CODE |
| 0.84% | 0.22% | $4.07B | 6.4M | $959.5M | 1.7M | +4.7M+276.28% | Add |
 ABBVIE INCABBV |
| 0.81% | 0.73% | $3.94B | 15.6M | $3.13B | 14.4M | +1.2M+8.46% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.76% | 1.14% | $3.68B | 47.4M | $4.84B | 52.5M | -5.1M-9.76% | Reduce |
| FFTAI AVIATION LTDFTAI |
| 0.69% | 0.68% | $3.35B | 12.4M | $2.90B | 11.8M | +551,595+4.66% | Add |
| KKKR & CO INC COMKKR |
| 0.69% | 0.76% | $3.34B | 36.4M | $3.25B | 35.1M | +1.3M+3.57% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.67% | 0.57% | $3.24B | 7.8M | $2.43B | 9.0M | -1.2M-13.47% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.66% | 0.7% | $3.18B | 1.9M | $3.00B | 1.7M | +135,939+7.82% | Add |
 ABBOTT LABORATORIESABT |
| 0.65% | 0.9% | $3.15B | 34.7M | $3.85B | 37.5M | -2.8M-7.58% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.65% | 0.76% | $3.15B | 12.7M | $3.25B | 11.6M | +1.0M+9.03% | Add |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 0.63% | 0.67% | $3.04B | 49.1M | $2.85B | 48.8M | +318,831+0.65% | Add |
| SSTRATEGY INCMSTR |
| 0.63% | 0.92% | $3.03B | 34.9M | $3.92B | 31.4M | +3.5M+11.01% | Add |
 PUBLIC STORAGE COMPSA |
| 0.63% | 0.4% | $3.02B | 9.5M | $1.72B | 6.4M | +3.1M+49.26% | Add |
 CONOCOPHILLIPSCOP |
| 0.62% | 0.96% | $3.01B | 28.9M | $4.11B | 31.1M | -2.2M-7.10% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.62% | 1.13% | $2.98B | 5.9M | $4.84B | 7.1M | -1.2M-17.53% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.61% | 0.62% | $2.95B | 15.5M | $2.66B | 14.0M | +1.5M+10.63% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.61% | 0.68% | $2.93B | 50.5M | $2.88B | 50.0M | +529,676+1.06% | Add |
 PAYCHEX INC COMPAYX |
| 0.59% | 0.65% | $2.84B | 28.8M | $2.76B | 29.9M | -1.1M-3.70% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.58% | 0.68% | $2.80B | 9.6M | $2.89B | 9.9M | -368,505-3.71% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.57% | 0.54% | $2.75B | 48.2M | $2.28B | 46.9M | +1.4M+2.89% | Add |
 YUM BRANDS INC COMYUM |
| 0.56% | 0.61% | $2.71B | 17.0M | $2.62B | 16.8M | +135,269+0.80% | Add |
 CLOUDFLARE INCNET |
| 0.56% | 0.53% | $2.69B | 11.0M | $2.25B | 10.9M | +87,840+0.81% | Add |
 CISCO SYS INCCSCO |
| 0.55% | — | $2.66B | 22.7M | $0 | 0 | +22.7M | New Buy |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.54% | 0.64% | $2.62B | 15.7M | $2.73B | 15.7M | +15,604+0.10% | Add |
