 ADVANCED MICRO DEVICES INCAMD |
| 1.72% | 0.71% | $391.6M | 674,077 | $156.1M | 767,483 | -93,406-12.17% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.66% | 2.1% | $376.0M | 325,710 | $464.7M | 1.4M | -1.0M-76.32% | Reduce |
 TESLA INCTSLA |
| 1.51% | 2.11% | $342.3M | 813,884 | $466.0M | 1.3M | -439,674-35.07% | Reduce |
 AMAZON COM INCAMZN |
| 1.47% | 1.22% | $333.6M | 1.4M | $270.7M | 1.3M | +99,863+7.68% | Add |
 MICROSOFT CORPMSFT |
| 1.38% | 1.75% | $314.2M | 842,343 | $387.3M | 1.0M | -203,812-19.48% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.18% | 0.39% | $267.9M | 358,780 | $86.3M | 132,700 | +226,080+170.37% | Add |
| CCITIGROUP INCC |
| 1.17% | 0.89% | $265.1M | 1.9M | $197.7M | 1.7M | +151,292+8.68% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.13% | 1.48% | $256.4M | 536,934 | $327.6M | 969,252 | -432,318-44.60% | Reduce |
 INTEL CORPINTC |
| 1.11% | 0.57% | $252.2M | 1.8M | $127.2M | 2.9M | -1.1M-37.34% | Reduce |
 SALESFORCE INCCRM |
| 0.95% | 0.44% | $215.1M | 1.4M | $96.4M | 516,241 | +857,061+166.02% | Add |
 CATERPILLAR INCCAT |
| 0.92% | 0.6% | $209.7M | 196,946 | $133.3M | 188,148 | +8,798+4.68% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.76% | 0.54% | $173.1M | 2.4M | $119.4M | 1.7M | +739,225+44.53% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.74% | 0.54% | $168.3M | 1.7M | $119.6M | 1.7M | -47,445-2.75% | Reduce |
 APPLE INCAAPL |
| 0.72% | 2.07% | $164.4M | 568,161 | $458.3M | 1.8M | -1.2M-68.54% | Reduce |
 META PLATFORMS INCMETA |
| 0.69% | 0.81% | $157.1M | 278,940 | $180.1M | 314,714 | -35,774-11.37% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.69% | 0.84% | $155.9M | 311,597 | $185.0M | 386,020 | -74,423-19.28% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.67% | 0.6% | $152.5M | 465,815 | $132.7M | 451,120 | +14,695+3.26% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.63% | 0.4% | $142.0M | 222,331 | $89.2M | 329,863 | -107,532-32.60% | Reduce |
 ASML HLDG NVASML |
| 0.57% | 0.62% | $129.9M | 65,310 | $137.5M | 104,089 | -38,779-37.26% | Reduce |
 GE AEROSPACEGE |
| 0.56% | 0.82% | $126.1M | 337,371 | $181.7M | 640,345 | -302,974-47.31% | Reduce |
 SERVICENOW INCNOW |
| 0.55% | 0.65% | $125.5M | 1.3M | $144.8M | 1.4M | -120,995-8.74% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.55% | 0.38% | $125.4M | 876,066 | $83.2M | 659,233 | +216,833+32.89% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.55% | 0.66% | $125.3M | 2.3M | $146.4M | 3.0M | -629,409-21.22% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.54% | 1.37% | $123.5M | 744,836 | $303.7M | 1.5M | -722,987-49.26% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.54% | 0.7% | $123.1M | 283,971 | $154.8M | 724,342 | -440,371-60.80% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.54% | 0.16% | $122.1M | 1.5M | $36.3M | 455,800 | +1.0M+224.09% | Add |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.31% | $116.7M | 2.0M | $68.1M | 1.4M | +650,170+46.52% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.51% | 0.07% | $116.4M | 8.8M | $14.7M | 1.8M | +6.9M+380.06% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.5% | 0.51% | $113.1M | 111,790 | $112.7M | 133,255 | -21,465-16.11% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.5% | 0.54% | $112.8M | 172,013 | $118.8M | 309,775 | -137,762-44.47% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.45% | 0.52% | $102.5M | 512,100 | $114.4M | 655,900 | -143,800-21.92% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.45% | 0.23% | $101.1M | 4.1M | $51.4M | 1.8M | +2.3M+130.01% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.43% | 0.4% | $97.9M | 1.3M | $87.9M | 1.2M | +144,948+12.41% | Add |
 T-MOBILE US INC COMTMUS |
| 0.43% | 0.43% | $97.4M | 580,939 | $94.2M | 448,537 | +132,402+29.52% | Add |
 MEDTRONIC PLCMDT |
| 0.42% | 0.04% | $96.4M | 1.2M | $8.8M | 101,060 | +1.1M+1,118.85% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 0.42% | 0.21% | $95.6M | 3.3M | $45.8M | 2.0M | +1.2M+62.08% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.41% | 0.42% | $92.8M | 223,200 | $92.5M | 342,000 | -118,800-34.74% | Reduce |
| IISHARES INCEWZ |
| 0.41% | 0.13% | $91.9M | 2.7M | $28.6M | 744,300 | +1.9M+258.05% | Add |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.39% | 0.16% | $89.5M | 657,944 | $35.3M | 383,900 | +274,044+71.38% | Add |
 ELI LILLY & COLLY |
| 0.39% | 1.12% | $88.6M | 73,845 | $248.4M | 270,058 | -196,213-72.66% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.39% | 0.17% | $88.0M | 91,199 | $38.4M | 97,900 | -6,701-6.84% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.37% | 0.17% | $85.0M | 99,071 | $37.7M | 53,700 | +45,371+84.49% | Add |
 SHOPIFY INCSHOP |
| 0.37% | 0.23% | $84.6M | 740,867 | $51.5M | 433,909 | +306,958+70.74% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.37% | 0.49% | $84.1M | 211,407 | $107.3M | 232,796 | -21,389-9.19% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.37% | 0.56% | $84.0M | 277,451 | $122.8M | 906,536 | -629,085-69.39% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.37% | 0.31% | $83.8M | 236,400 | $69.6M | 459,900 | -223,500-48.60% | Reduce |
 ALPHABET INCGOOGL |
| 0.37% | 0.46% | $83.8M | 234,400 | $101.8M | 353,938 | -119,538-33.77% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.37% | 0.12% | $82.9M | 656,041 | $26.7M | 191,892 | +464,149+241.88% | Add |
 ALTRIA GROUP INCMO |
| 0.36% | 0.6% | $81.4M | 1.1M | $132.0M | 2.0M | -868,767-43.45% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.36% | 0.92% | $81.2M | 696,100 | $204.4M | 1.4M | -701,498-50.19% | Reduce |
