 ALPHABET INCGOOGL |
| 4.85% | 4.33% | $31.8M | 88,908 | $25.2M | 87,695 | +1,213+1.38% | Add |
 MICROSOFT CORPMSFT |
| 4.23% | 4.74% | $27.7M | 74,289 | $27.6M | 74,558 | -269-0.36% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJPHY |
| 4.14% | 4.36% | $27.1M | 537,374 | $25.4M | 505,990 | +31,384+6.20% | Add |
 APPLE INCAAPL |
| 3.85% | 3.87% | $25.2M | 87,186 | $22.6M | 88,871 | -1,685-1.90% | Reduce |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 3.5% | 3.18% | $22.9M | 522,648 | $18.5M | 504,442 | +18,206+3.61% | Add |
| MMFS ACTIVEMFSI |
| 3.29% | 3.22% | $21.5M | 663,446 | $18.8M | 631,190 | +32,256+5.11% | Add |
 AMAZON COM INCAMZN |
| 3.26% | 3.68% | $21.4M | 89,639 | $21.4M | 102,848 | -13,209-12.84% | Reduce |
| VVANGUARD WORLD FDVFH |
| 3.03% | 3.01% | $19.8M | 150,808 | $17.6M | 145,284 | +5,524+3.80% | Add |
 PALO ALTOPANW |
| 2.97% | 1.65% | $19.5M | 57,173 | $9.6M | 60,122 | -2,949-4.91% | Reduce |
 ELI LILLY & COLLY |
| 2.63% | 2.22% | $17.3M | 14,385 | $12.9M | 14,077 | +308+2.19% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 2.51% | 1.49% | $16.4M | 25,661 | $8.7M | 26,361 | -700-2.66% | Reduce |
 BOEING COBA |
| 2.36% | 2.35% | $15.5M | 71,558 | $13.7M | 68,650 | +2,908+4.24% | Add |
| IISHARES MSCI ACWI EX U.S. ETFACWX |
| 2.32% | 2.28% | $15.2M | 200,223 | $13.3M | 194,199 | +6,024+3.10% | Add |
 BROADCOM INCAVGO |
| 2.08% | 1.88% | $13.7M | 36,177 | $10.9M | 35,311 | +866+2.45% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 1.95% | 2.22% | $12.8M | 119,407 | $12.9M | 116,673 | +2,734+2.34% | Add |
 VERTIV HOLDINGS COVRT |
| 1.93% | 1.62% | $12.7M | 37,825 | $9.4M | 37,610 | +215+0.57% | Add |
| VVANGUARD WORLD FDVDE |
| 1.83% | 2.32% | $12.0M | 79,777 | $13.5M | 78,038 | +1,739+2.23% | Add |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.78% | 1.64% | $11.6M | 127,138 | $9.5M | 125,051 | +2,087+1.67% | Add |
 GE VERNOVA INCGEV |
| 1.77% | 2.18% | $11.6M | 9,871 | $12.7M | 14,562 | -4,691-32.21% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.76% | 1.79% | $11.5M | 72,630 | $10.4M | 71,211 | +1,419+1.99% | Add |
 TJX COS INC NEWTJX |
| 1.65% | 1.88% | $10.8M | 71,490 | $10.9M | 68,483 | +3,007+4.39% | Add |
| FFIDELITY MERRIMACK STR TRFBND |
| 1.46% | 1.22% | $9.6M | 209,527 | $7.1M | 155,426 | +54,101+34.81% | Add |
| VVANGUARD WORLD FDVDC |
| 1.43% | 1.56% | $9.4M | 41,650 | $9.1M | 40,531 | +1,119+2.76% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.41% | 1.78% | $9.2M | 111,825 | $10.4M | 125,269 | -13,444-10.73% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.41% | 1.33% | $9.2M | 46,153 | $7.7M | 44,369 | +1,784+4.02% | Add |
 BLACKROCK INC COMBLK |
| 1.39% | 1.54% | $9.1M | 9,476 | $9.0M | 9,330 | +146+1.56% | Add |
 JPMORGAN CHASE & COJPM |
| 1.37% | 1.36% | $9.0M | 27,516 | $7.9M | 26,936 | +580+2.15% | Add |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 1.2% | 1.11% | $7.9M | 157,576 | $6.5M | 146,412 | +11,164+7.63% | Add |
| IINVESCO EXCHANGE TRADED FD TPPA |
| 1.16% | 1.18% | $7.6M | 43,045 | $6.9M | 41,538 | +1,507+3.63% | Add |
 VISA INCV |
| 1.15% | 1.11% | $7.5M | 21,954 | $6.5M | 21,355 | +599+2.80% | Add |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.11% | — | $7.3M | 80,457 | $0 | 0 | +80,457 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.04% | 1.11% | $6.8M | 13,628 | $6.5M | 13,550 | +78+0.58% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.03% | 0.69% | $6.8M | 26,614 | $4.0M | 26,830 | -216-0.81% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.02% | 1.06% | $6.7M | 13,065 | $6.2M | 12,338 | +727+5.89% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.01% | 1.07% | $6.7M | 146,716 | $6.2M | 135,320 | +11,396+8.42% | Add |
| VVANGUARD INDEX FDSVNQ |
| 1.01% | 0.99% | $6.6M | 68,560 | $5.8M | 65,301 | +3,259+4.99% | Add |
 TESLA INCTSLA |
| 0.95% | 0.95% | $6.2M | 14,745 | $5.5M | 14,879 | -134-0.90% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.93% | 0.99% | $6.1M | 119,756 | $5.8M | 115,489 | +4,267+3.69% | Add |
 WALMART INCWMT |
| 0.92% | 1.06% | $6.0M | 53,302 | $6.2M | 49,737 | +3,565+7.17% | Add |
 STRYKER CORPORATIONSYK |
| 0.88% | 0.96% | $5.8M | 18,271 | $5.6M | 16,887 | +1,384+8.20% | Add |
| SSTATE STREETXLI |
| 0.88% | 0.87% | $5.7M | 31,001 | $5.1M | 31,438 | -437-1.39% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.84% | — | $5.5M | 28,838 | $0 | 0 | +28,838 | New Buy |
 EATON CORP PLCETN |
| 0.81% | 0.78% | $5.3M | 12,481 | $4.5M | 12,626 | -145-1.15% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.79% | 0.83% | $5.2M | 27,201 | $4.8M | 25,369 | +1,832+7.22% | Add |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.79% | 0.78% | $5.2M | 15,258 | $4.5M | 15,364 | -106-0.69% | Reduce |
 SALESFORCE INCCRM |
| 0.72% | 0.99% | $4.7M | 29,857 | $5.8M | 30,912 | -1,055-3.41% | Reduce |
 SERVICENOW INCNOW |
| 0.66% | 1.36% | $4.3M | 43,302 | $7.9M | 75,942 | -32,640-42.98% | Reduce |
 BLACKSTONE INCBX |
| 0.65% | 0.79% | $4.2M | 36,032 | $4.6M | 39,957 | -3,925-9.82% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.62% | 0.59% | $4.1M | 51,550 | $3.4M | 47,520 | +4,030+8.48% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.66% | $4.0M | 15,800 | $3.9M | 15,795 | +5+0.03% | Add |
