| SSTATE STR SPDR S&P 500 ETF TSPY |
| 4.98% | 0.64% | $10.48B | 14.0M | $1.07B | 1.6M | +12.4M+752.52% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.51% | 2.31% | $5.28B | 26.4M | $3.84B | 22.0M | +4.4M+19.92% | Add |
 ALPHABET INCGOOGL |
| 1.7% | 1.62% | $3.58B | 10.0M | $2.70B | 9.4M | +634,055+6.75% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.63% | 0.89% | $3.43B | 5.9M | $1.48B | 7.3M | -1.4M-18.97% | Reduce |
 AMAZON COM INCAMZN |
| 1.59% | 1.01% | $3.35B | 14.1M | $1.67B | 8.0M | +6.0M+74.84% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.46% | 1.18% | $3.08B | 2.7M | $1.96B | 5.8M | -3.1M-54.16% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.4% | 1.21% | $2.95B | 8.3M | $2.00B | 7.0M | +1.4M+19.48% | Add |
 META PLATFORMS INCMETA |
| 1.31% | 1.18% | $2.76B | 4.9M | $1.96B | 3.4M | +1.5M+43.46% | Add |
 TESLA INCTSLA |
| 1.24% | 1.63% | $2.61B | 6.2M | $2.72B | 7.3M | -1.1M-15.18% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.12% | 0.26% | $2.36B | 3.2M | $432.9M | 750,000 | +2.5M+326.94% | Add |
 APPLE INCAAPL |
| 1.02% | 1.41% | $2.14B | 7.4M | $2.35B | 9.2M | -1.8M-19.95% | Reduce |
 MICROSOFT CORPMSFT |
| 1% | 1.81% | $2.10B | 5.6M | $3.01B | 8.1M | -2.5M-30.82% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.95% | 0.54% | $2.00B | 6.6M | $894.9M | 6.6M | +8,938+0.14% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.92% | 0.56% | $1.94B | 2.5M | $930.6M | 2.4M | +155,733+6.53% | Add |
| SSANDISK CORP COMSNDK |
| 0.88% | 0.74% | $1.85B | 814,311 | $1.23B | 1.9M | -1.1M-57.83% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.87% | 0.64% | $1.83B | 2.9M | $1.06B | 3.9M | -1.1M-27.05% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.86% | 0.57% | $1.81B | 2.1M | $946.3M | 1.3M | +768,105+57.04% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.86% | 0.43% | $1.80B | 1.9M | $709.0M | 1.8M | +55,804+3.08% | Add |
 INTEL CORPINTC |
| 0.85% | 0.58% | $1.79B | 12.8M | $958.2M | 21.7M | -8.9M-40.99% | Reduce |
 HOME DEPOT INCHD |
| 0.78% | 0.8% | $1.65B | 4.7M | $1.32B | 4.0M | +652,321+16.22% | Add |
 BROADCOM INCAVGO |
| 0.66% | 1.46% | $1.39B | 3.7M | $2.42B | 7.8M | -4.1M-52.94% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.57% | 0.13% | $1.20B | 4.0M | $217.5M | 2.2M | +1.8M+83.24% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.57% | 0.21% | $1.19B | 2.4M | $357.3M | 745,704 | +1.6M+219.64% | Add |
 GENERAL MTRS COGM |
| 0.55% | 0.58% | $1.16B | 15.1M | $957.2M | 12.8M | +2.3M+17.60% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.55% | 0.92% | $1.16B | 27.3M | $1.53B | 24.4M | +2.8M+11.60% | Add |
 CLOUDFLARE INCNET |
| 0.54% | 0.5% | $1.14B | 4.6M | $828.4M | 4.0M | +619,056+15.42% | Add |
 ELI LILLY & COLLY |
| 0.53% | 0.65% | $1.11B | 924,063 | $1.07B | 1.2M | -244,019-20.89% | Reduce |
 VISA INCV |
| 0.53% | 0.51% | $1.11B | 3.2M | $847.9M | 2.8M | +423,564+15.10% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 0.52% | 0.25% | $1.09B | 40.8M | $419.0M | 15.3M | +25.6M+167.63% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.34% | $1.09B | 2.1M | $567.7M | 1.1M | +979,106+86.17% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.48% | 0.8% | $1.01B | 8.7M | $1.33B | 9.1M | -411,752-4.52% | Reduce |
| CCITIGROUP INCC |
| 0.47% | 0.46% | $996.6M | 7.1M | $771.0M | 6.8M | +322,045+4.74% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.46% | 0.27% | $971.7M | 4.8M | $449.5M | 2.5M | +2.4M+96.59% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.62% | $964.1M | 1.0M | $1.04B | 1.0M | -9,242-0.89% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.43% | — | $912.4M | 5.3M | $0 | 0 | +5.3M | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.42% | 0.13% | $885.4M | 2.1M | $210.3M | 1.3M | +770,982+60.18% | Add |
 WELLS FARGO CO NEWWFC |
| 0.42% | 0.13% | $875.6M | 10.6M | $210.0M | 2.6M | +8.0M+301.62% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.39% | 0.52% | $827.2M | 2.0M | $865.4M | 3.2M | -1.2M-37.77% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.39% | 0.39% | $818.3M | 2.6M | $649.6M | 2.3M | +337,722+14.92% | Add |
| CCIPHER DIGITAL INCCIFR |
| 0.39% | 0.27% | $811.1M | 33.1M | $451.2M | 35.1M | -2.0M-5.58% | Reduce |
 ORACLE CORPORCL |
| 0.39% | 0.47% | $809.6M | 5.5M | $780.3M | 5.3M | +220,291+4.15% | Add |
 3M CO COMMMM |
| 0.38% | 0.46% | $795.6M | 4.9M | $771.8M | 5.3M | -400,546-7.54% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.36% | 0.81% | $760.9M | 2.3M | $1.34B | 4.6M | -2.2M-48.92% | Reduce |
 FORTINET INCFTNT |
| 0.35% | 0.14% | $745.0M | 4.8M | $239.1M | 2.9M | +1.9M+65.72% | Add |
 CELESTICA INCCLS |
| 0.35% | 0.2% | $742.0M | 2.0M | $326.8M | 1.2M | +874,780+75.43% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.34% | 0.29% | $723.4M | 2.1M | $476.5M | 1.5M | +614,302+41.32% | Add |
 NETFLIX INCNFLX |
| 0.34% | 0.4% | $715.8M | 10.0M | $669.5M | 7.0M | +3.1M+43.96% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.34% | 0.2% | $711.2M | 703,200 | $327.1M | 386,672 | +316,528+81.86% | Add |
 COHERENT CORPCOHR |
| 0.34% | 0.02% | $707.7M | 1.8M | $29.2M | 122,502 | +1.7M+1,364.44% | Add |
 TARGET CORP COMTGT |
| 0.31% | 0.72% | $653.7M | 5.0M | $1.19B | 9.8M | -4.8M-49.11% | Reduce |
