 NVIDIA CORPORATIONNVDA |
| 5.57% | 6.03% | $2.16B | 10.8M | $1.92B | 11.0M | -191,567-1.74% | Reduce |
 APPLE INCAAPL |
| 5.05% | 5.41% | $1.96B | 6.8M | $1.72B | 6.8M | -5,977-0.09% | Reduce |
| IISHARES RUSSELLIWM |
| 4.59% | 4.61% | $1.78B | 5.9M | $1.47B | 5.9M | +14,970+0.25% | Add |
 MICROSOFT CORPMSFT |
| 3.51% | 4.11% | $1.36B | 3.7M | $1.31B | 3.5M | +124,276+3.52% | Add |
 AMAZON COM INCAMZN |
| 2.98% | 3.15% | $1.16B | 4.8M | $1.00B | 4.8M | +36,132+0.75% | Add |
 ALPHABET INCGOOGL |
| 2.56% | 2.54% | $991.9M | 2.8M | $806.8M | 2.8M | -30,320-1.08% | Reduce |
 BROADCOM INCAVGO |
| 2.33% | 2.33% | $903.8M | 2.4M | $741.0M | 2.4M | -1,410-0.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.03% | 2.04% | $789.5M | 2.2M | $648.3M | 2.3M | -25,503-1.13% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.74% | 0.71% | $674.6M | 584,404 | $225.0M | 665,929 | -81,525-12.24% | Reduce |
 META PLATFORMS INCMETA |
| 1.69% | 2.06% | $654.1M | 1.2M | $656.1M | 1.1M | +14,541+1.27% | Add |
 TESLA INCTSLA |
| 1.57% | 1.66% | $611.0M | 1.5M | $526.6M | 1.4M | +36,360+2.57% | Add |
 ELI LILLY & COLLY |
| 1.22% | 1.15% | $472.1M | 393,599 | $366.8M | 398,759 | -5,160-1.29% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 0.44% | $402.5M | 692,875 | $140.3M | 689,475 | +3,400+0.49% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.02% | 1.19% | $396.9M | 793,258 | $378.4M | 789,648 | +3,610+0.46% | Add |
 JPMORGAN CHASE & COJPM |
| 0.96% | 1.08% | $372.8M | 1.1M | $342.1M | 1.2M | -24,100-2.07% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.94% | 1.11% | $366.3M | 1.4M | $352.6M | 1.4M | -350-0.02% | Reduce |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 0.9% | — | $349.5M | 14.4M | $0 | 0 | +14.4M | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.62% | $338.4M | 780,871 | $198.3M | 928,251 | -147,380-15.88% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.85% | 0.54% | $331.2M | 458,159 | $173.2M | 506,699 | -48,540-9.58% | Reduce |
 CISCO SYS INCCSCO |
| 0.82% | 0.66% | $316.6M | 2.7M | $210.1M | 2.7M | -12,520-0.46% | Reduce |
 INTEL CORPINTC |
| 0.81% | 0.32% | $313.5M | 2.2M | $101.0M | 2.3M | -44,650-1.95% | Reduce |
 VISA INCV |
| 0.78% | 0.93% | $304.5M | 887,627 | $295.9M | 979,147 | -91,520-9.35% | Reduce |
 KLA CORPKLAC |
| 0.71% | 0.51% | $274.3M | 909,230 | $161.3M | 109,533 | +799,697+730.10% | Add |
 EXXON MOBIL CORPXOM |
| 0.62% | 0.97% | $242.4M | 1.8M | $306.9M | 1.8M | -36,020-1.99% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.62% | 0.75% | $240.7M | 1.6M | $238.1M | 1.6M | -6,820-0.41% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.55% | 0.58% | $213.7M | 3.8M | $184.3M | 3.8M | -30,307-0.80% | Reduce |
 CATERPILLAR INCCAT |
| 0.55% | 0.44% | $212.3M | 199,374 | $140.4M | 198,238 | +1,136+0.57% | Add |
 WALMART INCWMT |
| 0.55% | 0.73% | $211.8M | 1.9M | $231.5M | 1.9M | +7,090+0.38% | Add |
 ABBVIE INCABBV |
| 0.49% | 0.54% | $189.8M | 754,175 | $170.9M | 785,972 | -31,797-4.05% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.47% | 0.35% | $183.7M | 616,404 | $111.4M | 573,878 | +42,526+7.41% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.6% | $176.8M | 189,040 | $189.4M | 190,030 | -990-0.52% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.46% | 0.68% | $176.7M | 344,094 | $216.5M | 433,380 | -89,286-20.60% | Reduce |
 MERCK & CO INCMRK |
| 0.44% | 0.43% | $170.4M | 1.3M | $138.1M | 1.1M | +178,160+15.52% | Add |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.43% | — | $166.8M | 9.4M | $0 | 0 | +9.4M | New Buy |
| SSANDISK CORP COMSNDK |
| 0.43% | 0.15% | $165.1M | 72,631 | $47.3M | 74,493 | -1,862-2.50% | Reduce |
 GE AEROSPACEGE |
| 0.42% | 0.41% | $164.4M | 439,973 | $130.0M | 457,940 | -17,967-3.92% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.41% | 0.4% | $159.9M | 384,640 | $126.9M | 468,876 | -84,236-17.97% | Reduce |
| IISHARES TRIFRA |
| 0.41% | — | $158.9M | 2.5M | $0 | 0 | +2.5M | New Buy |
| GGLOBAL X FDSMLPX |
| 0.41% | — | $157.6M | 2.1M | $0 | 0 | +2.1M | New Buy |
 NETFLIX INCNFLX |
| 0.39% | 0.66% | $152.4M | 2.1M | $209.2M | 2.2M | -41,400-1.90% | Reduce |
 HOME DEPOT INCHD |
| 0.39% | 0.44% | $149.9M | 424,903 | $140.2M | 426,273 | -1,370-0.32% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.32% | $146.3M | 124,495 | $100.9M | 115,587 | +8,908+7.71% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.38% | 0.43% | $146.1M | 519,545 | $137.0M | 565,175 | -45,630-8.07% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.38% | 0.37% | $145.8M | 367,029 | $116.5M | 366,209 | +820+0.22% | Add |
 ORACLE CORPORCL |
| 0.37% | 0.45% | $145.4M | 992,264 | $144.3M | 980,664 | +11,600+1.18% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.35% | 0.53% | $135.9M | 1.2M | $168.1M | 1.1M | +15,160+1.32% | Add |
 COCA COLA COKO |
| 0.35% | 0.4% | $134.5M | 1.7M | $126.6M | 1.7M | -9,360-0.56% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.34% | 0.52% | $131.0M | 790,306 | $166.0M | 802,096 | -11,790-1.47% | Reduce |
 AMPHENOL CORPAPH |
| 0.33% | 0.21% | $127.4M | 722,366 | $66.0M | 522,396 | +199,970+38.28% | Add |
| QQUALCOMM INCQCOM |
| 0.32% | 0.31% | $126.0M | 682,042 | $97.7M | 758,592 | -76,550-10.09% | Reduce |
