 TESLA INCTSLA |
| 39.06% | 39.11% | $6.24B | 14.8M | $5.55B | 14.9M | -101,782-0.68% | Reduce |
 AMAZON COM INCAMZN |
| 6.19% | 6.07% | $987.8M | 4.1M | $861.2M | 4.1M | +9,672+0.23% | Add |
 MICROSOFT CORPMSFT |
| 4.58% | 5.02% | $731.5M | 2.0M | $713.1M | 1.9M | +34,078+1.76% | Add |
 ALPHABET INCGOOGL |
| 3.34% | 3.27% | $533.0M | 1.5M | $464.8M | 1.6M | -124,779-7.72% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.31% | 3.57% | $529.2M | 1.5M | $507.0M | 1.8M | -269,675-15.26% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.89% | 2.34% | $461.3M | 898,136 | $331.8M | 664,131 | +234,005+35.23% | Add |
 TEXAS INSTRS INCTXN |
| 2.82% | 2.08% | $451.1M | 1.5M | $295.2M | 1.5M | -7,191-0.47% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.96% | 1.86% | $313.7M | 1.6M | $264.2M | 1.5M | +53,124+3.51% | Add |
| MMEDLINE INC COM CL AMDLN |
| 1.81% | 0.45% | $288.4M | 7.3M | $63.2M | 1.4M | +5.9M+414.59% | Add |
 WASTE MGMT INC DELWM |
| 1.8% | 2.1% | $287.7M | 1.3M | $298.6M | 1.3M | -8,930-0.69% | Reduce |
 MCDONALDS CORPMCD |
| 1.77% | 2.44% | $283.3M | 1.0M | $345.8M | 1.1M | -64,714-5.82% | Reduce |
 MSCI INCMSCI |
| 1.36% | 1.48% | $217.0M | 387,545 | $210.3M | 390,135 | -2,590-0.66% | Reduce |
 META PLATFORMS INCMETA |
| 1.21% | 1.3% | $193.7M | 343,904 | $184.8M | 323,038 | +20,866+6.46% | Add |
 MODERNA INCMRNA |
| 1.18% | 0.98% | $189.0M | 2.7M | $139.6M | 2.7M | -49,352-1.80% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.08% | 0.88% | $172.2M | 360,580 | $124.3M | 367,909 | -7,329-1.99% | Reduce |
 BROADCOM INCAVGO |
| 1% | 0.87% | $160.2M | 424,016 | $122.8M | 396,828 | +27,188+6.85% | Add |
 APPLE INCAAPL |
| 0.98% | 0.98% | $156.5M | 540,812 | $138.6M | 546,252 | -5,440-1.00% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.95% | 0.35% | $152.1M | 261,773 | $49.1M | 241,118 | +20,655+8.57% | Add |
 ZOETIS INC CL AZTS |
| 0.81% | 1.52% | $128.9M | 1.8M | $215.1M | 1.8M | -26,417-1.45% | Reduce |
 VISA INCV |
| 0.73% | 0.78% | $116.4M | 339,330 | $110.6M | 366,077 | -26,747-7.31% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.69% | 0.61% | $110.7M | 150,962 | $86.8M | 151,065 | -103-0.07% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.68% | 0.92% | $108.2M | 1.4M | $130.9M | 1.4M | -13,425-0.96% | Reduce |
 ABBVIE INCABBV |
| 0.64% | 0.57% | $103.0M | 409,324 | $81.0M | 372,484 | +36,840+9.89% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.64% | 0.6% | $102.1M | 136,746 | $85.2M | 130,998 | +5,748+4.39% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.59% | 0.32% | $94.7M | 82,032 | $45.7M | 135,197 | -53,165-39.32% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.58% | 0.52% | $93.1M | 1.1M | $74.4M | 935,090 | +191,981+20.53% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.53% | 0.52% | $84.9M | 469,433 | $73.8M | 446,472 | +22,961+5.14% | Add |
 UBS GROUP AGUBS |
| 0.51% | 0.45% | $81.3M | 1.6M | $63.7M | 1.7M | -27,262-1.64% | Reduce |
 OWENS CORNING NEW COMOC |
| 0.51% | 0.31% | $81.2M | 510,971 | $43.6M | 402,697 | +108,274+26.89% | Add |
 ELI LILLY & COLLY |
| 0.5% | 0.42% | $80.5M | 67,095 | $59.2M | 64,354 | +2,741+4.26% | Add |
 EATON CORP PLCETN |
| 0.45% | 0.43% | $71.1M | 166,827 | $60.9M | 170,129 | -3,302-1.94% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.37% | $69.2M | 166,420 | $52.6M | 194,343 | -27,923-14.37% | Reduce |
 MERCK & CO INCMRK |
| 0.41% | 0.43% | $64.7M | 503,429 | $61.7M | 513,131 | -9,702-1.89% | Reduce |
 LINDE PLCLIN |
| 0.4% | 0.43% | $64.0M | 123,291 | $61.1M | 123,292 | -1-0.00% | Reduce |
| 22023 ETF SERIES TRUSTPQUS |
| 0.38% | 0.36% | $60.3M | 2.2M | $50.6M | 2.1M | +78,346+3.73% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.37% | 0.39% | $59.8M | 649,551 | $55.2M | 597,537 | +52,014+8.70% | Add |
 STRYKER CORPORATIONSYK |
| 0.37% | 0.36% | $59.3M | 188,324 | $51.2M | 155,893 | +32,431+20.80% | Add |
 SALESFORCE INCCRM |
| 0.34% | 0.34% | $53.6M | 341,904 | $47.8M | 256,125 | +85,779+33.49% | Add |
 DEERE & CODE |
| 0.31% | 0.3% | $49.5M | 77,979 | $43.2M | 76,629 | +1,350+1.76% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.29% | 0.41% | $45.6M | 1.1M | $57.8M | 921,164 | +147,301+15.99% | Add |
 PALO ALTOPANW |
| 0.28% | 0.08% | $44.5M | 130,587 | $11.4M | 71,226 | +59,361+83.34% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.28% | 0.29% | $44.0M | 173,057 | $41.7M | 170,434 | +2,623+1.54% | Add |
| BBANK OF AMER CORPBAC |
| 0.25% | 0.27% | $40.1M | 704,417 | $38.5M | 789,707 | -85,290-10.80% | Reduce |
 ALCON AG ORD SHSALC |
| 0.23% | 0.32% | $37.1M | 547,588 | $45.4M | 615,561 | -67,973-11.04% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.23% | 0.13% | $36.4M | 50,506 | $18.2M | 53,413 | -2,907-5.44% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.22% | 0.25% | $35.9M | 496,852 | $35.2M | 488,686 | +8,166+1.67% | Add |
 ASTRAZENECA PLCAZN |
| 0.22% | 0.27% | $34.9M | 186,686 | $37.9M | 195,810 | -9,124-4.66% | Reduce |
 MOODYS CORPMCO |
| 0.2% | 0.22% | $32.3M | 71,301 | $30.8M | 70,672 | +629+0.89% | Add |
 NETFLIX INCNFLX |
| 0.2% | 0.27% | $31.8M | 444,811 | $38.7M | 402,013 | +42,798+10.65% | Add |
 LAM RESEARCH CORPLRCX |
| 0.18% | 0.13% | $29.2M | 67,344 | $18.3M | 85,642 | -18,298-21.37% | Reduce |
