| CCABLE ONE INCCABO |
| 6.74% | 0.35% | $19.95B | 29.6M | $843.8M | 1.1M | +28.5M+2,587.31% | Add |
| IISHARES RUSSELLIWM |
| 4.9% | 5.43% | $14.51B | 48.3M | $13.10B | 52.8M | -4.5M-8.60% | Reduce |
| IISHARES TRIVV |
| 3.67% | 3.52% | $10.86B | 14.5M | $8.48B | 13.0M | +1.5M+11.69% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.51% | 1.33% | $10.39B | 13.9M | $3.21B | 4.9M | +9.0M+182.26% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.05% | 3.01% | $9.04B | 45.2M | $7.25B | 41.6M | +3.6M+8.63% | Add |
| IINVESCO QQQ TRVOO |
| 2.6% | 2.54% | $7.68B | 10.4M | $6.14B | 10.6M | -201,589-1.90% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.69% | 0.67% | $5.00B | 4.3M | $1.61B | 4.8M | -424,252-8.92% | Reduce |
 MICROSOFT CORPMSFT |
| 1.67% | 1.91% | $4.95B | 13.3M | $4.61B | 12.5M | +810,827+6.51% | Add |
 AMAZON COM INCAMZN |
| 1.5% | 1.58% | $4.45B | 18.7M | $3.80B | 18.2M | +416,556+2.28% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.7% | $4.36B | 7.5M | $1.68B | 8.3M | -761,577-9.22% | Reduce |
 APPLE INCAAPL |
| 1.44% | 1.96% | $4.25B | 14.7M | $4.72B | 18.6M | -3.9M-20.96% | Reduce |
 META PLATFORMS INCMETA |
| 1.2% | 1.69% | $3.56B | 6.3M | $4.07B | 7.1M | -794,748-11.17% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.08% | — | $3.20B | 18.9M | $0 | 0 | +18.9M | New Buy |
 ALPHABET INCGOOGL |
| 0.99% | 1.26% | $2.92B | 8.2M | $3.03B | 10.5M | -2.4M-22.40% | Reduce |
 TESLA INCTSLA |
| 0.85% | 1.27% | $2.53B | 6.0M | $3.05B | 8.2M | -2.2M-26.90% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.74% | 0.31% | $2.18B | 3.3M | $754.0M | 2.0M | +1.4M+68.70% | Add |
 BROADCOM INCAVGO |
| 0.72% | 0.86% | $2.12B | 5.6M | $2.07B | 6.7M | -1.1M-16.38% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.61% | 0.81% | $1.79B | 33.7M | $1.96B | 32.1M | +1.6M+5.14% | Add |
 INTEL CORPINTC |
| 0.59% | 0.24% | $1.76B | 12.6M | $576.2M | 13.1M | -457,085-3.50% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.57% | 0.57% | $1.69B | 3.5M | $1.38B | 4.1M | -532,842-13.08% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.57% | 0.6% | $1.69B | 63.2M | $1.45B | 52.8M | +10.5M+19.82% | Add |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.73% | $1.66B | 4.7M | $1.76B | 6.1M | -1.4M-23.45% | Reduce |
| IISHARES TREEM |
| 0.56% | 0.63% | $1.64B | 24.0M | $1.51B | 26.6M | -2.6M-9.75% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.55% | 0.55% | $1.64B | 5.2M | $1.32B | 4.6M | +612,642+13.35% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.5% | 1.02% | $1.47B | 27.5M | $2.47B | 49.9M | -22.4M-44.94% | Reduce |
| IISHARES TRHYG |
| 0.46% | 0.63% | $1.36B | 17.0M | $1.52B | 19.2M | -2.1M-10.99% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.46% | 0.37% | $1.36B | 596,129 | $892.1M | 1.4M | -807,966-57.54% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.43% | 0.31% | $1.28B | 1.8M | $753.2M | 2.2M | -430,357-19.53% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.43% | 0.25% | $1.26B | 1.8M | $607.6M | 1.0M | +819,157+80.57% | Add |
| IISHARES TRTLT |
| 0.42% | 0.14% | $1.26B | 14.5M | $329.0M | 3.8M | +10.7M+282.83% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.41% | 0.19% | $1.22B | 2.3M | $461.5M | 996,273 | +1.3M+134.41% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.4% | 0.37% | $1.18B | 2.8M | $897.7M | 3.3M | -477,757-14.40% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.39% | 0.28% | $1.16B | 2.7M | $674.4M | 3.2M | -479,128-15.18% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.39% | 0.47% | $1.14B | 2.3M | $1.13B | 2.4M | -74,370-3.16% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.36% | 0.11% | $1.05B | 1.1M | $260.2M | 664,079 | +427,190+64.33% | Add |
 PALO ALTOPANW |
| 0.35% | 0.17% | $1.03B | 3.0M | $418.4M | 2.6M | +417,345+15.99% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.34% | 0.38% | $1.02B | 16.2M | $914.7M | 15.6M | +658,176+4.23% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.34% | 0.4% | $1.00B | 3.4M | $952.8M | 9.6M | -6.2M-64.96% | Reduce |
 Western Digital CorpWDC |
| 0.33% | 0.61% | $980.0M | 58.0M | $1.47B | 205.6M | -147.5M-71.76% | Reduce |
 ORACLE CORPORCL |
| 0.33% | 0.34% | $972.1M | 6.6M | $822.0M | 5.6M | +1.0M+18.70% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.33% | 0.41% | $963.3M | 8.3M | $976.6M | 6.7M | +1.6M+23.66% | Add |
 ELI LILLY & COLLY |
| 0.32% | 0.35% | $935.4M | 779,878 | $834.6M | 907,389 | -127,511-14.05% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.31% | 0.28% | $912.8M | 975,749 | $679.9M | 682,338 | +293,411+43.00% | Add |
 ELECTRONIC ARTS INCEA |
| 0.31% | 0.4% | $902.7M | 4.4M | $968.4M | 4.8M | -347,516-7.32% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.3% | 0.36% | $902.0M | 2.8M | $863.6M | 2.9M | -180,253-6.14% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.3% | 0.37% | $886.9M | 5.4M | $888.3M | 4.3M | +1.1M+24.61% | Add |
 NETFLIX INCNFLX |
| 0.29% | 0.5% | $872.3M | 12.2M | $1.19B | 12.4M | -210,838-1.70% | Reduce |
 CATERPILLAR INCCAT |
| 0.28% | 0.17% | $835.6M | 784,657 | $418.4M | 590,618 | +194,039+32.85% | Add |
 BLOOM ENERGY CORPBE |
| 0.28% | 0.03% | $821.2M | 2.7M | $62.7M | 462,761 | +2.3M+486.26% | Add |
 NEBIUS GROUP N VNBIS |
| 0.27% | 0.03% | $800.8M | 2.9M | $71.2M | 686,400 | +2.2M+322.47% | Add |
