 APPLE INCAAPL |
| 21.78% | 21.69% | $80.4M | 277,961 | $70.7M | 278,571 | -610-0.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.39% | 5.1% | $19.9M | 99,406 | $16.6M | 95,306 | +4,100+4.30% | Add |
 MICROSOFT CORPMSFT |
| 2.91% | 3.16% | $10.8M | 28,847 | $10.3M | 27,847 | +1,000+3.59% | Add |
 POPULAR INCBPOP |
| 2.67% | 3.31% | $9.8M | 59,979 | $10.8M | 79,930 | -19,951-24.96% | Reduce |
 AMAZON COM INCAMZN |
| 2.03% | 1.92% | $7.5M | 31,500 | $6.2M | 30,000 | +1,500+5.00% | Add |
| AAlphabet Inc Class CGOOG |
| 1.86% | 1.71% | $6.9M | 19,460 | $5.6M | 19,460 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.72% | 1.57% | $6.4M | 17,770 | $5.1M | 17,770 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.66% | 1.51% | $6.1M | 10,881 | $4.9M | 8,611 | +2,270+26.36% | Add |
 VISA INCV |
| 1.62% | 1.62% | $6.0M | 17,388 | $5.3M | 17,468 | -80-0.46% | Reduce |
 MORGAN STANLEYMS |
| 1.6% | 1.44% | $5.9M | 28,204 | $4.7M | 28,455 | -251-0.88% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.58% | 1.72% | $5.8M | 11,681 | $5.6M | 11,681 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.38% | 1.35% | $5.1M | 20,290 | $4.4M | 20,280 | +10+0.05% | Add |
 BROADCOM INCAVGO |
| 1.25% | 1.11% | $4.6M | 12,260 | $3.6M | 11,650 | +610+5.24% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.22% | 1.16% | $4.5M | 16,053 | $3.8M | 15,548 | +505+3.25% | Add |
 WALMART INCWMT |
| 1.15% | 1.4% | $4.2M | 37,500 | $4.6M | 36,700 | +800+2.18% | Add |
 RTX CORPORATIONRTX |
| 1.14% | 1.21% | $4.2M | 22,100 | $3.9M | 20,387 | +1,713+8.40% | Add |
 JPMORGAN CHASE & COJPM |
| 1.12% | 1.14% | $4.1M | 12,586 | $3.7M | 12,580 | +6+0.05% | Add |
 HOME DEPOT INCHD |
| 1.07% | 1.03% | $4.0M | 11,225 | $3.4M | 10,225 | +1,000+9.78% | Add |
 MERCK & CO INCMRK |
| 1.04% | 1.11% | $3.8M | 29,864 | $3.6M | 29,864 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.98% | 0.86% | $3.6M | 3,030 | $2.8M | 3,030 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.98% | 0.36% | $3.6M | 3,125 | $1.2M | 3,500 | -375-10.71% | Reduce |
 AMGEN INC COMAMGN |
| 0.95% | 0.96% | $3.5M | 9,675 | $3.1M | 8,875 | +800+9.01% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.88% | 0.41% | $3.3M | 5,600 | $1.3M | 6,600 | -1,000-15.15% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.87% | 0.86% | $3.2M | 4,320 | $2.8M | 4,320 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.87% | 0.89% | $3.2M | 9,500 | $2.9M | 9,605 | -105-1.09% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 0.86% | 0.93% | $3.2M | 15,500 | $3.0M | 15,500 | 00.00% | Unchanged |
 BOEING COBA |
| 0.84% | 0.88% | $3.1M | 14,375 | $2.9M | 14,375 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.82% | 0.61% | $3.0M | 7,326 | $2.0M | 7,326 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.82% | 0.34% | $3.0M | 8,073 | $1.1M | 3,904 | +4,169+106.79% | Add |
 ONDAS INCONDS |
| 0.8% | 1.13% | $2.9M | 358,000 | $3.7M | 408,000 | -50,000-12.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.28% | $2.8M | 3,900 | $923,000 | 2,700 | +1,200+44.44% | Add |
 EXXON MOBIL CORPXOM |
| 0.71% | 0.99% | $2.6M | 19,052 | $3.2M | 19,052 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.69% | 0.78% | $2.5M | 17,305 | $2.5M | 17,305 | 00.00% | Unchanged |
 REGENERON PHARMACEUTICALSREGN |
| 0.68% | 0.91% | $2.5M | 4,000 | $3.0M | 3,840 | +160+4.17% | Add |
 CISCO SYS INCCSCO |
| 0.65% | 0.49% | $2.4M | 20,533 | $1.6M | 20,533 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.65% | 0.71% | $2.4M | 4,650 | $2.3M | 4,650 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.65% | 0.63% | $2.4M | 41,870 | $2.0M | 41,870 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.64% | 0.73% | $2.4M | 24,600 | $2.4M | 24,600 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.64% | 0.74% | $2.4M | 8,742 | $2.4M | 7,742 | +1,000+12.92% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.64% | 0.65% | $2.4M | 4,756 | $2.1M | 4,756 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.63% | — | $2.3M | 5,400 | $0 | 0 | +5,400 | New Buy |
 LOWES COS INC COMLOW |
| 0.61% | 0.71% | $2.2M | 10,150 | $2.3M | 9,750 | +400+4.10% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.58% | 0.64% | $2.1M | 8,418 | $2.1M | 8,468 | -50-0.59% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.56% | 0.64% | $2.1M | 14,208 | $2.1M | 14,343 | -135-0.94% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.56% | 0.79% | $2.1M | 12,520 | $2.6M | 12,520 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.53% | 0.64% | $1.9M | 2,077 | $2.1M | 2,077 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.52% | 0.62% | $1.9M | 33,250 | $2.0M | 33,250 | 00.00% | Unchanged |
 CORNING INCGLW |
| 0.52% | — | $1.9M | 7,500 | $0 | 0 | +7,500 | New Buy |
 PEPSICO INCPEP |
| 0.51% | 0.66% | $1.9M | 13,874 | $2.2M | 13,874 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.5% | 0.51% | $1.9M | 11,450 | $1.7M | 11,450 | 00.00% | Unchanged |
