 NVIDIA CORPORATIONNVDA |
| 4.7% | 4.19% | $87.1M | 435,514 | $63.9M | 366,508 | +69,006+18.83% | Add |
 APPLE INCAAPL |
| 4.41% | 3.93% | $81.7M | 282,465 | $59.9M | 236,096 | +46,369+19.64% | Add |
| AAlphabet Inc Class CGOOG |
| 3.92% | 3.14% | $72.6M | 205,450 | $47.8M | 166,803 | +38,647+23.17% | Add |
 TESLA INCTSLA |
| 2.99% | 1.35% | $55.5M | 131,930 | $20.6M | 55,407 | +76,523+138.11% | Add |
 MICROSOFT CORPMSFT |
| 2.96% | 4.66% | $54.9M | 147,240 | $71.0M | 191,938 | -44,698-23.29% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.95% | 7.66% | $54.7M | 74,272 | $116.8M | 202,348 | -128,076-63.29% | Reduce |
 AMAZON COM INCAMZN |
| 2.89% | 2.95% | $53.5M | 224,386 | $45.0M | 216,078 | +8,308+3.84% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.77% | 1.29% | $51.4M | 44,507 | $19.7M | 58,320 | -13,813-23.68% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.15% | 1.77% | $39.9M | 197,723 | $27.0M | 219,274 | -21,551-9.83% | Reduce |
 INTEL CORPINTC |
| 1.96% | 0.73% | $36.3M | 260,206 | $11.1M | 250,575 | +9,631+3.84% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.95% | 0.86% | $36.2M | 62,340 | $13.1M | 64,237 | -1,897-2.95% | Reduce |
 BROADCOM INCAVGO |
| 1.79% | 1.68% | $33.2M | 87,992 | $25.6M | 82,778 | +5,214+6.30% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.57% | 1.05% | $29.1M | 60,921 | $16.0M | 47,435 | +13,486+28.43% | Add |
 META PLATFORMS INCMETA |
| 1.33% | 1.8% | $24.6M | 43,652 | $27.5M | 47,981 | -4,329-9.02% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.33% | 1.29% | $24.6M | 73,365 | $19.6M | 78,370 | -5,005-6.39% | Reduce |
| IISHARES TRSGOV |
| 1.29% | 0.63% | $23.9M | 237,617 | $9.6M | 95,419 | +142,198+149.02% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.26% | 1.1% | $23.3M | 270,900 | $16.8M | 38,537 | +232,363+602.96% | Add |
 ASML HLDG NVASML |
| 1.24% | 1.18% | $23.1M | 11,592 | $18.0M | 13,596 | -2,004-14.74% | Reduce |
 CORNING INCGLW |
| 1.17% | 0.11% | $21.7M | 84,851 | $1.7M | 12,211 | +72,640+594.87% | Add |
 ELI LILLY & COLLY |
| 1.16% | 0.96% | $21.5M | 17,932 | $14.6M | 15,876 | +2,056+12.95% | Add |
| TTERADYNE INCTER |
| 1.11% | 0.18% | $20.6M | 42,504 | $2.7M | 9,210 | +33,294+361.50% | Add |
| IISHARES INCEUSA |
| 1.04% | 1.38% | $19.2M | 168,089 | $21.1M | 207,072 | -38,983-18.83% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.03% | 1.8% | $19.2M | 20,472 | $27.5M | 27,602 | -7,130-25.83% | Reduce |
| IISHARES COREIJH |
| 0.97% | 1.01% | $18.0M | 234,057 | $15.4M | 227,564 | +6,493+2.85% | Add |
| IISHARES TRIWD |
| 0.94% | 0.86% | $17.4M | 71,874 | $13.2M | 61,674 | +10,200+16.54% | Add |
 ARISTA NETWORKS INCANET |
| 0.92% | 0.7% | $17.0M | 100,211 | $10.6M | 86,323 | +13,888+16.09% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.91% | 0.78% | $16.9M | 40,598 | $11.9M | 44,059 | -3,461-7.86% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.9% | 0.88% | $16.8M | 51,177 | $13.4M | 45,677 | +5,500+12.04% | Add |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 0.89% | 0.83% | $16.5M | 504,186 | $12.7M | 449,086 | +55,100+12.27% | Add |
| PPROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETFQQQA |
| 0.86% | — | $16.0M | 188,008 | $0 | 0 | +188,008 | New Buy |
 NOVO-NORDISK A SNVO |
| 0.86% | 1.09% | $16.0M | 333,612 | $16.5M | 450,155 | -116,543-25.89% | Reduce |
| IISHARES TRLQD |
| 0.81% | 0.86% | $15.0M | 137,520 | $13.1M | 120,513 | +17,007+14.11% | Add |
 NETFLIX INCNFLX |
| 0.81% | 1.72% | $15.0M | 209,494 | $26.2M | 272,178 | -62,684-23.03% | Reduce |
| SSPDR SERIES TRUSTSPMB |
| 0.79% | 0.86% | $14.6M | 656,299 | $13.1M | 587,175 | +69,124+11.77% | Add |
| SSPDR SERIES TRUSTCERY |
| 0.79% | 0.41% | $14.6M | 437,134 | $6.3M | 178,406 | +258,728+145.02% | Add |
 GE VERNOVA INCGEV |
| 0.78% | 0.04% | $14.5M | 12,300 | $663,652 | 760 | +11,540+1,518.42% | Add |
| PPOWELL INDS INCPOWL |
| 0.76% | 0.58% | $14.2M | 49,440 | $8.9M | 16,477 | +32,963+200.05% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.75% | 0.86% | $13.8M | 27,672 | $13.1M | 27,325 | +347+1.27% | Add |
 AMERICAN EXPRESS COAXP |
| 0.7% | 0.68% | $12.9M | 38,198 | $10.3M | 34,068 | +4,130+12.12% | Add |
| FFIRST TR EXCHANGE-TRADED FDFDM |
| 0.69% | 1.02% | $12.8M | 137,561 | $15.5M | 189,337 | -51,776-27.35% | Reduce |
 MP MATERIALS CORPMP |
| 0.69% | 0.71% | $12.8M | 228,088 | $10.8M | 224,688 | +3,400+1.51% | Add |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.97% | $12.6M | 91,890 | $14.8M | 87,085 | +4,805+5.52% | Add |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.66% | 0.4% | $12.3M | 116,391 | $6.1M | 57,775 | +58,616+101.46% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.63% | 0.66% | $11.6M | 11,507 | $10.0M | 11,854 | -347-2.93% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.62% | 0.32% | $11.6M | 18,135 | $4.8M | 17,828 | +307+1.72% | Add |
| SSTATE STREETSPAB |
| 0.62% | 0.65% | $11.4M | 447,565 | $9.8M | 383,954 | +63,611+16.57% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.6% | 0.03% | $11.1M | 43,812 | $532,942 | 2,180 | +41,632+1,909.72% | Add |
| IISHARES TRXT |
| 0.6% | 0.51% | $11.1M | 134,343 | $7.7M | 113,286 | +21,057+18.59% | Add |
 GENERAL MILLS INC COMGIS |
| 0.6% | — | $11.1M | 318,192 | $0 | 0 | +318,192 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.59% | 0.29% | $10.9M | 25,178 | $4.5M | 20,928 | +4,250+20.31% | Add |
