| GGENERAL DYNAMICS CORPVTI |
| 5.73% | 6.23% | $1.36B | 3.7M | $1.18B | 3.7M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 4.99% | 5.55% | $1.18B | 5.9M | $1.05B | 6.0M | -105,419-1.75% | Reduce |
 APPLE INCAAPL |
| 3.94% | 4.35% | $933.6M | 3.2M | $821.4M | 3.2M | -10,037-0.31% | Reduce |
| SSTATE STREETSPYM |
| 3.71% | 4.05% | $877.9M | 10.0M | $764.6M | 10.0M | 00.00% | Unchanged |
| XXTRACKERS MSCI EAFE HDGDEQY ETFKOKU |
| 3.26% | 3.66% | $772.3M | 6.0M | $690.2M | 6.0M | +4,330+0.07% | Add |
 AMAZON COM INCAMZN |
| 2.6% | 2.51% | $614.9M | 2.6M | $474.2M | 2.3M | +303,108+13.31% | Add |
| IISHARES TRIVV |
| 2.57% | 1.95% | $608.9M | 813,104 | $367.1M | 562,015 | +251,089+44.68% | Add |
 MICROSOFT CORPMSFT |
| 2.57% | 3.27% | $607.3M | 1.6M | $617.7M | 1.7M | -40,531-2.43% | Reduce |
 BROADCOM INCAVGO |
| 2.51% | 2.42% | $594.4M | 1.6M | $457.5M | 1.5M | +95,366+6.45% | Add |
 ALPHABET INCGOOGL |
| 2.36% | 2.51% | $558.2M | 1.6M | $473.5M | 1.6M | -84,603-5.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.21% | 0.72% | $522.7M | 452,809 | $135.6M | 401,285 | +51,524+12.84% | Add |
| IINVESCO QQQ TRVOO |
| 2.05% | 2.02% | $486.3M | 660,336 | $381.1M | 660,336 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 1.96% | 1.4% | $464.4M | 2.4M | $265.0M | 2.0M | +443,479+22.24% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.73% | 2.6% | $408.9M | 7.6M | $491.0M | 9.9M | -2.3M-23.31% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.58% | 0.75% | $373.6M | 643,083 | $140.8M | 692,246 | -49,163-7.10% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.44% | 0.82% | $341.6M | 472,454 | $153.9M | 450,358 | +22,096+4.91% | Add |
 TESLA INCTSLA |
| 1.41% | 1.53% | $334.2M | 794,509 | $288.3M | 775,439 | +19,070+2.46% | Add |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.41% | $333.6M | 944,026 | $265.3M | 924,943 | +19,083+2.06% | Add |
 META PLATFORMS INCMETA |
| 1.41% | 1.78% | $333.0M | 591,169 | $336.6M | 588,275 | +2,894+0.49% | Add |
 INTEL CORPINTC |
| 1.22% | 0.4% | $289.8M | 2.1M | $76.0M | 1.7M | +354,293+20.58% | Add |
| SSTATE STREETXLI |
| 1.06% | — | $251.8M | 1.4M | $0 | 0 | +1.4M | New Buy |
| IINVESCO NASDAQ 100 ETFQQQM |
| 1.05% | 1.03% | $248.9M | 821,445 | $195.2M | 821,445 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 1.03% | 1.12% | $243.0M | 353,867 | $211.5M | 353,867 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 1.01% | 0.99% | $238.1M | 2.2M | $186.4M | 1.7M | +541,229+32.20% | Add |
 LAM RESEARCH CORPLRCX |
| 0.91% | 0.49% | $215.0M | 496,234 | $93.1M | 435,583 | +60,651+13.92% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.86% | 0.96% | $204.6M | 391,575 | $181.4M | 391,575 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.84% | 0.8% | $198.4M | 165,404 | $150.8M | 163,980 | +1,424+0.87% | Add |
| VVANGUARD WORLD FDVGT |
| 0.83% | 0.76% | $195.8M | 1.6M | $142.8M | 204,727 | +1.4M+700.00% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.79% | — | $186.4M | 1.6M | $0 | 0 | +1.6M | New Buy |
 KLA CORPKLAC |
| 0.74% | 0.38% | $175.9M | 582,944 | $70.9M | 48,144 | +534,800+1,110.83% | Add |
 JPMORGAN CHASE & COJPM |
| 0.7% | 0.62% | $166.1M | 507,520 | $116.1M | 394,566 | +112,954+28.63% | Add |
 WALMART INCWMT |
| 0.69% | 0.96% | $163.9M | 1.4M | $181.1M | 1.5M | -10,198-0.70% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.68% | 0.36% | $161.9M | 543,239 | $68.3M | 352,013 | +191,226+54.32% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.63% | 0.8% | $148.2M | 158,416 | $151.7M | 152,216 | +6,200+4.07% | Add |
 ABBVIE INCABBV |
| 0.6% | 0.57% | $143.1M | 568,521 | $107.6M | 494,825 | +73,696+14.89% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.59% | 0.25% | $140.2M | 470,523 | $47.5M | 479,926 | -9,403-1.96% | Reduce |
 CISCO SYS INCCSCO |
| 0.59% | 0.46% | $139.2M | 1.2M | $87.6M | 1.1M | +56,899+5.04% | Add |
 GE VERNOVA INCGEV |
| 0.54% | 0.43% | $128.2M | 109,157 | $81.3M | 93,154 | +16,003+17.18% | Add |
 GE AEROSPACEGE |
| 0.54% | 0.6% | $126.6M | 338,847 | $114.0M | 401,778 | -62,931-15.66% | Reduce |
 VISA INCV |
| 0.52% | 0.61% | $124.2M | 361,918 | $114.2M | 377,825 | -15,907-4.21% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.5% | 2.1% | $119.1M | 750,640 | $396.3M | 2.7M | -2.0M-72.23% | Reduce |
 AMPHENOL CORPAPH |
| 0.46% | 0.54% | $108.5M | 615,557 | $102.4M | 810,812 | -195,255-24.08% | Reduce |
| CCITIGROUP INCC |
| 0.45% | 0.57% | $105.6M | 754,385 | $108.4M | 955,923 | -201,538-21.08% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.41% | 0.48% | $96.0M | 187,006 | $89.9M | 179,844 | +7,162+3.98% | Add |
 ANALOG DEVICES INC COMADI |
| 0.39% | 0.47% | $92.8M | 233,543 | $89.6M | 281,511 | -47,968-17.04% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.39% | 0.45% | $92.4M | 184,749 | $84.0M | 175,338 | +9,411+5.37% | Add |
| QQUALCOMM INCQCOM |
| 0.38% | 0.31% | $91.0M | 492,576 | $58.3M | 452,968 | +39,608+8.74% | Add |
 NETFLIX INCNFLX |
| 0.38% | 0.61% | $90.6M | 1.3M | $115.8M | 1.2M | +64,808+5.38% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.38% | 0.3% | $89.8M | 364,575 | $56.7M | 272,402 | +92,173+33.84% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.36% | 0.42% | $85.2M | 335,504 | $79.4M | 325,015 | +10,489+3.23% | Add |
