 NVIDIA CORPORATIONNVDA |
| 7.89% | 6.8% | $18.90B | 94.8M | $13.03B | 74.8M | +20.0M+26.69% | Add |
 MICROSOFT CORPMSFT |
| 5.41% | 5.65% | $12.94B | 34.7M | $10.82B | 29.3M | +5.5M+18.62% | Add |
 APPLE INCAAPL |
| 4.91% | 5.14% | $11.76B | 40.6M | $9.85B | 38.8M | +1.8M+4.75% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.16% | 1.29% | $7.56B | 6.5M | $2.48B | 7.4M | -896,764-12.05% | Reduce |
 ALPHABET INCGOOGL |
| 3.1% | 3.51% | $7.42B | 20.8M | $6.73B | 23.5M | -2.7M-11.50% | Reduce |
 TESLA INCTSLA |
| 3.03% | 2.09% | $7.25B | 17.3M | $4.01B | 10.8M | +6.5M+60.67% | Add |
 BROADCOM INCAVGO |
| 2.9% | 2.61% | $6.95B | 18.4M | $5.00B | 16.2M | +2.2M+13.86% | Add |
 AMAZON COM INCAMZN |
| 2.9% | 2.96% | $6.94B | 29.0M | $5.66B | 27.2M | +1.9M+6.98% | Add |
| AAlphabet Inc Class CGOOG |
| 2.89% | 2.15% | $6.93B | 19.6M | $4.11B | 14.4M | +5.2M+36.40% | Add |
 META PLATFORMS INCMETA |
| 2.48% | 3.16% | $5.95B | 10.6M | $6.05B | 10.6M | -18,082-0.17% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.46% | 0.63% | $3.50B | 6.0M | $1.20B | 5.9M | +99,330+1.68% | Add |
 ELI LILLY & COLLY |
| 1.08% | 0.92% | $2.59B | 2.2M | $1.77B | 1.9M | +231,707+12.04% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.07% | 1.68% | $2.55B | 5.4M | $3.21B | 9.7M | -4.2M-43.88% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.02% | 1.06% | $2.45B | 7.5M | $2.04B | 6.9M | +533,340+7.70% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.02% | 1.36% | $2.44B | 5.8M | $2.60B | 9.6M | -3.8M-39.14% | Reduce |
 VISA INCV |
| 0.98% | 1.08% | $2.36B | 6.9M | $2.06B | 6.8M | +43,135+0.63% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.96% | 1.13% | $2.30B | 9.0M | $2.17B | 8.9M | +154,400+1.74% | Add |
 CISCO SYS INCCSCO |
| 0.86% | 0.7% | $2.05B | 17.5M | $1.35B | 17.4M | +126,870+0.73% | Add |
 INTEL CORPINTC |
| 0.84% | 0.3% | $2.02B | 14.4M | $573.1M | 13.0M | +1.4M+10.96% | Add |
 APPLIED MATLS INCAMAT |
| 0.73% | 0.42% | $1.74B | 2.4M | $812.7M | 2.4M | +14,848+0.62% | Add |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.38% | $1.73B | 4.0M | $736.8M | 3.5M | +538,965+15.59% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.71% | 0.84% | $1.70B | 3.4M | $1.61B | 3.4M | +53,354+1.59% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.69% | 0.1% | $1.65B | 5.6M | $183.9M | 1.9M | +3.7M+198.65% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.52% | 0.81% | $1.24B | 12.9M | $1.54B | 12.4M | +569,366+4.61% | Add |
 KLA CORPKLAC |
| 0.51% | 0.3% | $1.22B | 4.0M | $573.5M | 390,568 | +3.7M+936.11% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.49% | 0.58% | $1.17B | 1.3M | $1.10B | 1.1M | +142,186+12.82% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.49% | 0.24% | $1.17B | 1.8M | $457.7M | 1.7M | +132,612+7.82% | Add |
 ABBVIE INCABBV |
| 0.44% | 0.44% | $1.06B | 4.2M | $849.4M | 3.9M | +283,745+7.26% | Add |
 EXXON MOBIL CORPXOM |
| 0.43% | 0.78% | $1.04B | 7.6M | $1.49B | 8.8M | -1.2M-13.27% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.43% | 0.36% | $1.04B | 1.4M | $682.7M | 1.1M | +334,836+31.79% | Add |
 MERCK & CO INCMRK |
| 0.43% | 0.49% | $1.02B | 7.9M | $944.9M | 7.9M | +89,853+1.14% | Add |
 HOME DEPOT INCHD |
| 0.43% | 0.55% | $1.02B | 2.9M | $1.05B | 3.2M | -303,183-9.48% | Reduce |
 CATERPILLAR INCCAT |
| 0.42% | 0.34% | $1.01B | 945,936 | $642.5M | 908,691 | +37,245+4.10% | Add |
 WALMART INCWMT |
| 0.42% | 0.56% | $997.4M | 8.8M | $1.07B | 8.6M | +202,689+2.36% | Add |
| BBANK OF AMER CORPBAC |
| 0.42% | 0.42% | $996.7M | 17.5M | $804.2M | 16.5M | +930,887+5.63% | Add |
| IINVESCO QQQ TRVOO |
| 0.4% | 0.47% | $956.2M | 1.3M | $897.0M | 1.6M | -261,289-16.77% | Reduce |
| CCITIGROUP INCC |
| 0.39% | 0.33% | $935.8M | 6.7M | $640.6M | 5.7M | +1.0M+17.76% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.37% | 0.33% | $891.3M | 3.2M | $630.4M | 2.6M | +569,934+21.90% | Add |
 ORACLE CORPORCL |
| 0.37% | 0.39% | $879.6M | 6.0M | $754.7M | 5.2M | +839,730+16.29% | Add |
 TEXAS INSTRS INCTXN |
| 0.36% | 0.3% | $863.5M | 2.9M | $568.9M | 2.9M | -33,865-1.15% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.35% | 0.41% | $850.0M | 1.7M | $785.6M | 1.6M | +82,793+5.26% | Add |
 GE VERNOVA INCGEV |
| 0.35% | 0.29% | $827.9M | 706,490 | $559.7M | 641,711 | +64,779+10.09% | Add |
 PROCTER & GAMBLE COPG |
| 0.34% | 0.42% | $821.3M | 5.6M | $797.5M | 5.5M | +74,048+1.34% | Add |
 NETFLIX INCNFLX |
| 0.33% | 0.55% | $790.5M | 11.0M | $1.04B | 10.9M | +166,876+1.54% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.31% | $779.2M | 769,637 | $592.2M | 701,264 | +68,373+9.75% | Add |
 COCA COLA COKO |
| 0.32% | 0.34% | $775.0M | 9.5M | $648.6M | 8.5M | +991,357+11.62% | Add |
| QQUALCOMM INCQCOM |
| 0.32% | 0.32% | $761.3M | 4.1M | $614.3M | 4.8M | -656,884-13.76% | Reduce |
 WELLTOWER INC COMWELL |
| 0.32% | 0.33% | $759.9M | 3.3M | $639.0M | 3.2M | +112,768+3.49% | Add |
 MORGAN STANLEYMS |
| 0.3% | 0.32% | $713.6M | 3.4M | $603.7M | 3.7M | -258,722-7.05% | Reduce |
 GE AEROSPACEGE |
| 0.3% | 0.28% | $712.6M | 1.9M | $535.4M | 1.9M | +23,515+1.25% | Add |
