 NVIDIA CORPORATIONNVDA |
| 13.21% | 13.74% | $287.5M | 1.4M | $234.3M | 1.4M | +19,597+1.38% | Add |
 ALPHABET INCGOOGL |
| 7.96% | 7.55% | $173.3M | 484,985 | $128.7M | 469,782 | +15,203+3.24% | Add |
 APPLE INCAAPL |
| 7.77% | 8.57% | $169.2M | 584,653 | $146.1M | 592,279 | -7,626-1.29% | Reduce |
 AMAZON COM INCAMZN |
| 7.67% | 7.9% | $167.0M | 700,819 | $134.7M | 669,378 | +31,441+4.70% | Add |
| DDIREXION SHARES ETF TRUSTSOXL |
| 3.41% | 2.05% | $74.3M | 278,659 | $35.0M | 849,075 | -570,416-67.18% | Reduce |
 NETFLIX INCNFLX |
| 3.33% | 5.8% | $72.5M | 1.0M | $98.9M | 1.1M | -47,889-4.50% | Reduce |
 BROADCOM INCAVGO |
| 3.29% | 3.15% | $71.5M | 189,317 | $53.7M | 183,099 | +6,218+3.40% | Add |
 ELI LILLY & COLLY |
| 3.02% | 2.84% | $65.7M | 54,814 | $48.4M | 54,594 | +220+0.40% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 2.71% | 3.24% | $59.0M | 1.0M | $55.3M | 993,025 | +51,259+5.16% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 2.51% | 0.55% | $54.6M | 85,270 | $9.3M | 30,154 | +55,116+182.78% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.33% | 1.38% | $50.6M | 66,366 | $23.5M | 61,925 | +4,441+7.17% | Add |
 VERTIV HOLDINGS COVRT |
| 1.62% | 1.14% | $35.2M | 105,170 | $19.4M | 83,040 | +22,130+26.65% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 1.58% | 1.17% | $34.4M | 559,504 | $19.9M | 370,786 | +188,718+50.90% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.57% | 0.68% | $34.3M | 58,978 | $11.5M | 58,879 | +99+0.17% | Add |
| DDIREXION SHARES ETF TRUSTDFEN |
| 1.22% | 1.15% | $26.6M | 332,905 | $19.5M | 343,983 | -11,078-3.22% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.21% | 0.09% | $26.3M | 22,769 | $1.6M | 4,973 | +17,796+357.85% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.15% | 1.77% | $25.0M | 62,985 | $30.1M | 66,530 | -3,545-5.33% | Reduce |
 MICROSOFT CORPMSFT |
| 1.11% | 1.54% | $24.2M | 64,779 | $26.3M | 73,370 | -8,591-11.71% | Reduce |
 CATERPILLAR INCCAT |
| 1.03% | 0.59% | $22.5M | 21,130 | $10.0M | 14,965 | +6,165+41.20% | Add |
| AAlphabet Inc Class CGOOG |
| 1.03% | 1.04% | $22.4M | 63,513 | $17.8M | 65,144 | -1,631-2.50% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.94% | 1% | $20.4M | 323,806 | $17.0M | 311,231 | +12,575+4.04% | Add |
 JPMORGAN CHASE & COJPM |
| 0.9% | 1% | $19.7M | 60,094 | $17.0M | 60,011 | +83+0.14% | Add |
 ASML HLDG NVASML |
| 0.88% | 0.05% | $19.1M | 9,590 | $885,579 | 706 | +8,884+1,258.36% | Add |
 VISA INCV |
| 0.83% | 0.92% | $18.2M | 52,932 | $15.7M | 52,397 | +535+1.02% | Add |
| DDIREXION SHARES ETF TRUSTTECL |
| 0.79% | 0.36% | $17.1M | 74,282 | $6.1M | 78,939 | -4,657-5.90% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.78% | 0.47% | $17.1M | 39,375 | $7.9M | 39,741 | -366-0.92% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.77% | 0.69% | $16.8M | 24,428 | $11.7M | 20,172 | +4,256+21.10% | Add |
 HOME DEPOT INCHD |
| 0.75% | 0.92% | $16.4M | 46,374 | $15.7M | 48,508 | -2,134-4.40% | Reduce |
| IISHARES TRIVW |
| 0.69% | 0.67% | $15.0M | 109,400 | $11.4M | 104,975 | +4,425+4.22% | Add |
| IINVESCO QQQ TRVOO |
| 0.67% | 0.64% | $14.6M | 19,892 | $10.9M | 19,491 | +401+2.06% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.67% | 0.85% | $14.6M | 202,366 | $14.6M | 208,368 | -6,002-2.88% | Reduce |
 UNITED RENTALS INCURI |
| 0.63% | 0.46% | $13.7M | 12,061 | $7.9M | 11,103 | +958+8.63% | Add |
 TESLA INCTSLA |
| 0.63% | 0.69% | $13.6M | 32,379 | $11.7M | 32,982 | -603-1.83% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.62% | 0.89% | $13.4M | 46,148 | $15.2M | 44,831 | +1,317+2.94% | Add |
| DDIREXION SHARES ETF TRUSTSPXL |
| 0.61% | 0.48% | $13.4M | 49,457 | $8.2M | 48,156 | +1,301+2.70% | Add |
 NOVO-NORDISK A SNVO |
| 0.61% | 0.87% | $13.2M | 275,412 | $14.8M | 418,675 | -143,263-34.22% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.57% | 0.94% | $12.4M | 24,423 | $16.0M | 23,788 | +635+2.67% | Add |
 DEERE & CODE |
| 0.52% | 0.58% | $11.4M | 17,983 | $9.8M | 17,720 | +263+1.48% | Add |
| FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.51% | 0.45% | $11.1M | 38,870 | $7.7M | 38,815 | +55+0.14% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.46% | 0.67% | $10.0M | 19,687 | $11.4M | 19,048 | +639+3.35% | Add |
| IISHARES S&PIVE |
| 0.45% | 0.55% | $9.9M | 43,448 | $9.3M | 44,811 | -1,363-3.04% | Reduce |
| IINVESCO S&P 500 LOW VOLATILITY ETFSPLV |
| 0.45% | 0.56% | $9.7M | 130,074 | $9.5M | 130,017 | +57+0.04% | Add |
 QUANTA SVCS INCPWR |
| 0.45% | 0.3% | $9.7M | 13,518 | $5.2M | 9,695 | +3,823+39.43% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.43% | 0.39% | $9.4M | 12,608 | $6.7M | 10,537 | +2,071+19.65% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.37% | 0.49% | $8.0M | 8,580 | $8.3M | 8,314 | +266+3.20% | Add |
 META PLATFORMS INCMETA |
| 0.37% | 0.45% | $8.0M | 14,187 | $7.6M | 14,138 | +49+0.35% | Add |
 XPO INCXPO |
| 0.37% | 0.4% | $8.0M | 38,887 | $6.9M | 37,011 | +1,876+5.07% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.34% | 0.46% | $7.4M | 14,748 | $7.9M | 16,625 | -1,877-11.29% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.33% | 0.23% | $7.1M | 10,845 | $3.9M | 10,792 | +53+0.49% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.32% | 0.48% | $7.1M | 132,831 | $8.1M | 131,332 | +1,499+1.14% | Add |
