| IINVESCO NASDAQ 100 ETFQQQM |
| 8.44% | — | $2.63B | 8.7M | $0 | 0 | +8.7M | New Buy |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 7.35% | 0.7% | $2.29B | 10.8M | $144.6M | 753,425 | +10.0M+1,327.52% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.43% | 6.3% | $1.69B | 8.5M | $1.30B | 7.5M | +998,108+13.39% | Add |
 AMAZON COM INCAMZN |
| 3.53% | 4.59% | $1.10B | 4.6M | $948.7M | 4.6M | +60,999+1.34% | Add |
 MICROSOFT CORPMSFT |
| 3.06% | 3.87% | $953.9M | 2.6M | $799.3M | 2.2M | +397,743+18.42% | Add |
| AAlphabet Inc Class CGOOG |
| 2.7% | 3.27% | $840.5M | 2.4M | $674.9M | 2.4M | +26,178+1.11% | Add |
| IISHARES TRIVV |
| 2.56% | 3.37% | $796.9M | 1.1M | $695.1M | 1.1M | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.06% | 2.64% | $642.1M | 1.7M | $545.1M | 1.8M | -61,243-3.48% | Reduce |
 APPLE INCAAPL |
| 2.02% | 2.87% | $629.1M | 2.2M | $592.5M | 2.3M | -160,399-6.87% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.99% | 0.87% | $618.8M | 1.1M | $180.3M | 886,360 | +178,804+20.17% | Add |
 ALPHABET INCGOOGL |
| 1.71% | 1.53% | $531.1M | 1.5M | $316.4M | 1.1M | +385,817+35.07% | Add |
 META PLATFORMS INCMETA |
| 1.7% | 2.45% | $530.1M | 941,092 | $505.2M | 883,029 | +58,063+6.58% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.56% | 2.05% | $486.0M | 946,291 | $422.6M | 845,789 | +100,502+11.88% | Add |
 ELI LILLY & COLLY |
| 1.49% | 1.66% | $465.3M | 387,911 | $341.7M | 371,515 | +16,396+4.41% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.31% | 1.44% | $406.6M | 851,361 | $296.6M | 877,754 | -26,393-3.01% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.19% | 0.59% | $369.4M | 319,985 | $122.6M | 362,753 | -42,768-11.79% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.91% | 0.17% | $282.2M | 390,360 | $36.1M | 105,521 | +284,839+269.94% | Add |
| IISHARES TRIEUR |
| 0.87% | 1.21% | $272.1M | 3.6M | $249.4M | 3.5M | +70,806+2.00% | Add |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.4% | $271.7M | 626,954 | $82.8M | 387,416 | +239,538+61.83% | Add |
| BBANK OF AMER CORPBAC |
| 0.8% | 1.01% | $250.5M | 4.4M | $208.3M | 4.3M | +124,768+2.92% | Add |
 JPMORGAN CHASE & COJPM |
| 0.78% | 1.06% | $242.8M | 741,663 | $219.1M | 744,679 | -3,016-0.41% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.76% | 1.02% | $235.8M | 470,263 | $210.5M | 428,160 | +42,103+9.83% | Add |
 WALMART INCWMT |
| 0.75% | 1.11% | $232.6M | 2.1M | $228.2M | 1.8M | +217,556+11.85% | Add |
 WILLIAMS COS INCWMB |
| 0.72% | 0.88% | $224.0M | 3.0M | $181.5M | 2.5M | +519,278+20.82% | Add |
 TEXAS INSTRS INCTXN |
| 0.72% | 0.38% | $223.0M | 748,146 | $78.0M | 401,965 | +346,181+86.12% | Add |
 GE VERNOVA INCGEV |
| 0.68% | 0.89% | $211.0M | 179,612 | $183.9M | 210,646 | -31,034-14.73% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.61% | 1.04% | $189.8M | 794,267 | $215.3M | 758,640 | +35,627+4.70% | Add |
 VISA INCV |
| 0.58% | 0.78% | $179.8M | 524,040 | $161.2M | 533,494 | -9,454-1.77% | Reduce |
| IISHARES TREMB |
| 0.55% | 0.58% | $172.8M | 1.8M | $120.1M | 1.3M | +513,637+40.19% | Add |
| SSPDR SERIES TRUSTEBND |
| 0.55% | 0.83% | $172.3M | 8.2M | $171.4M | 8.3M | -65,818-0.79% | Reduce |
| CCITIGROUP INCC |
| 0.55% | 0.63% | $170.9M | 1.2M | $130.6M | 1.2M | +69,662+6.05% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.54% | 0.37% | $168.1M | 404,425 | $76.7M | 283,437 | +120,988+42.69% | Add |
 MERCK & CO INCMRK |
| 0.51% | 0.72% | $160.0M | 1.2M | $148.9M | 1.2M | +7,123+0.58% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.51% | 0.42% | $158.0M | 211,623 | $86.7M | 133,362 | +78,261+58.68% | Add |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.5% | 0.67% | $154.9M | 845,730 | $139.1M | 911,825 | -66,095-7.25% | Reduce |
| IISHARES TRTIP |
| 0.49% | 0.62% | $153.4M | 1.4M | $128.8M | 1.2M | +234,907+20.13% | Add |
 EQUINIX INCEQIX |
| 0.49% | 0.68% | $152.7M | 146,527 | $141.2M | 143,997 | +2,530+1.76% | Add |
 DANAHER CORP DEL COMDHR |
| 0.46% | 1.08% | $143.6M | 753,723 | $224.0M | 1.2M | -427,770-36.21% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.46% | 0.65% | $142.4M | 1.1M | $134.1M | 1.0M | +36,817+3.63% | Add |
 WELLTOWER INC COMWELL |
| 0.44% | 0.2% | $138.4M | 609,636 | $41.7M | 210,878 | +398,758+189.09% | Add |
| KKKR & CO INC COMKKR |
| 0.41% | 0.63% | $128.6M | 1.4M | $129.9M | 1.4M | -3,627-0.26% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.41% | 0.16% | $128.4M | 431,100 | $32.1M | 323,682 | +107,418+33.19% | Add |
 STRYKER CORPORATIONSYK |
| 0.4% | 0.22% | $125.2M | 397,737 | $45.8M | 139,310 | +258,427+185.50% | Add |
| SSPDR GOLD TRGLD |
| 0.4% | 0.59% | $123.9M | 336,283 | $121.5M | 282,364 | +53,919+19.10% | Add |
 PALO ALTOPANW |
| 0.38% | 0.35% | $119.6M | 350,855 | $71.6M | 446,374 | -95,519-21.40% | Reduce |
 BROOKFIELD CORPBN |
| 0.38% | 0.67% | $119.0M | 2.8M | $138.8M | 3.4M | -634,381-18.50% | Reduce |
 BRIXMOR PPTY GROUP INCBRX |
| 0.38% | 0.52% | $118.4M | 3.8M | $108.1M | 3.8M | +1,893+0.05% | Add |
 COCA COLA COKO |
| 0.37% | 0.5% | $114.9M | 1.4M | $102.5M | 1.3M | +65,287+4.84% | Add |
 JACOBS SOLUTIONS INCJ |
| 0.37% | 0.46% | $114.8M | 911,240 | $95.1M | 747,249 | +163,991+21.95% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.37% | 0.41% | $113.8M | 112,548 | $84.7M | 100,128 | +12,420+12.40% | Add |
