 NVIDIA CORPORATIONNVDA |
| 18.3% | 19.33% | $73.7M | 368,103 | $66.0M | 378,385 | -10,282-2.72% | Reduce |
| IINVESCO QQQ TRVOO |
| 5.46% | 4.83% | $22.0M | 30,038 | $16.5M | 28,432 | +1,606+5.65% | Add |
 APPLE INCAAPL |
| 4.95% | 5.23% | $19.9M | 68,935 | $17.9M | 70,373 | -1,438-2.04% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.9% | 4.1% | $15.7M | 21,052 | $14.0M | 21,564 | -512-2.37% | Reduce |
 MICROSOFT CORPMSFT |
| 3.48% | 4.2% | $14.0M | 37,614 | $14.3M | 38,724 | -1,110-2.87% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 3.4% | 3.86% | $13.7M | 86,416 | $13.2M | 88,704 | -2,288-2.58% | Reduce |
 BROADCOM INCAVGO |
| 2.99% | 2.92% | $12.0M | 32,088 | $10.0M | 32,280 | -192-0.59% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 2.95% | 2.86% | $11.9M | 54,413 | $9.8M | 49,356 | +5,057+10.25% | Add |
| AAlphabet Inc Class CGOOG |
| 2.87% | 2.6% | $11.6M | 32,689 | $8.9M | 30,941 | +1,748+5.65% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.75% | 1.68% | $11.1M | 14,498 | $5.7M | 14,670 | -172-1.17% | Reduce |
 AMAZON COM INCAMZN |
| 2.05% | 2.07% | $8.2M | 34,571 | $7.1M | 33,964 | +607+1.79% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.04% | 2.35% | $8.2M | 16,427 | $8.0M | 16,790 | -363-2.16% | Reduce |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 1.89% | 0.98% | $7.6M | 11,848 | $3.4M | 10,026 | +1,822+18.17% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.76% | 0.7% | $7.1M | 12,190 | $2.4M | 11,786 | +404+3.43% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.73% | 0.66% | $7.0M | 23,281 | $2.3M | 22,773 | +508+2.23% | Add |
 JPMORGAN CHASE & COJPM |
| 1.43% | 1.49% | $5.7M | 17,540 | $5.1M | 17,298 | +242+1.40% | Add |
 PPL CORP COMPPL |
| 1.33% | 1.82% | $5.4M | 147,727 | $6.2M | 162,972 | -15,245-9.35% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.33% | 1.31% | $5.4M | 62,273 | $4.5M | 10,276 | +51,997+506.00% | Add |
 META PLATFORMS INCMETA |
| 1.32% | 1.59% | $5.3M | 9,456 | $5.4M | 9,505 | -49-0.52% | Reduce |
 ALPHABET INCGOOGL |
| 1.26% | 1.22% | $5.1M | 14,221 | $4.2M | 14,547 | -326-2.24% | Reduce |
 ABBVIE INCABBV |
| 1.12% | 1.17% | $4.5M | 17,987 | $4.0M | 18,360 | -373-2.03% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.01% | 1.07% | $4.1M | 13,417 | $3.6M | 13,901 | -484-3.48% | Reduce |
 TESLA INCTSLA |
| 0.98% | 1.01% | $4.0M | 9,420 | $3.4M | 9,255 | +165+1.78% | Add |
 WALMART INCWMT |
| 0.96% | 1.25% | $3.9M | 34,189 | $4.3M | 33,663 | +526+1.56% | Add |
| VVANGUARD MIDVO |
| 0.93% | 1.05% | $3.7M | 46,947 | $3.6M | 12,585 | +34,362+273.04% | Add |
 WASTE MGMT INC DELWM |
| 0.88% | 1.11% | $3.5M | 15,928 | $3.8M | 16,466 | -538-3.27% | Reduce |
 GE VERNOVA INCGEV |
| 0.86% | 0.73% | $3.5M | 2,922 | $2.5M | 2,799 | +123+4.39% | Add |
| DDIREXION SHARES ETF TRUSTTECL |
| 0.86% | 0.38% | $3.5M | 15,000 | $1.3M | 15,000 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 0.82% | 0.8% | $3.3M | 13,383 | $2.7M | 13,225 | +158+1.19% | Add |
 CATERPILLAR INCCAT |
| 0.76% | 0.6% | $3.1M | 2,905 | $2.1M | 2,862 | +43+1.50% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.74% | 0.6% | $3.0M | 88,402 | $2.0M | 66,751 | +21,651+32.44% | Add |
 CHEVRON CORPORATIONCVX |
| 0.69% | 0.99% | $2.8M | 16,731 | $3.4M | 16,272 | +459+2.82% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.65% | 0.82% | $2.6M | 2,794 | $2.8M | 2,818 | -24-0.85% | Reduce |
 BLACKSTONE INCBX |
| 0.62% | 0.6% | $2.5M | 21,287 | $2.0M | 17,680 | +3,607+20.40% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.62% | 0.74% | $2.5M | 55,029 | $2.5M | 55,461 | -432-0.78% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.62% | 0.59% | $2.5M | 6,730 | $2.0M | 6,319 | +411+6.50% | Add |
 ELI LILLY & COLLY |
| 0.59% | 0.49% | $2.4M | 1,976 | $1.7M | 1,807 | +169+9.35% | Add |
 VISA INCV |
| 0.58% | 0.62% | $2.3M | 6,827 | $2.1M | 7,000 | -173-2.47% | Reduce |
 RTX CORPORATIONRTX |
| 0.52% | 0.56% | $2.1M | 10,930 | $1.9M | 9,551 | +1,379+14.44% | Add |
 NETFLIX INCNFLX |
| 0.51% | 0.82% | $2.1M | 28,799 | $2.8M | 28,970 | -171-0.59% | Reduce |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.51% | 0.38% | $2.0M | 58,514 | $1.3M | 39,209 | +19,305+49.24% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.5% | 0.52% | $2.0M | 3,839 | $1.8M | 3,863 | -24-0.62% | Reduce |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.47% | 0.5% | $1.9M | 25,136 | $1.7M | 26,302 | -1,166-4.43% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.46% | 0.47% | $1.9M | 2,307 | $1.6M | 2,190 | +117+5.34% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.46% | 0.57% | $1.8M | 14,483 | $1.9M | 14,870 | -387-2.60% | Reduce |
| SSPDR GOLD TRGLD |
| 0.44% | 0.62% | $1.8M | 4,789 | $2.1M | 4,791 | -2-0.04% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.42% | 0.4% | $1.7M | 1,691 | $1.4M | 1,572 | +119+7.57% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.42% | $1.6M | 5,710 | $1.4M | 5,918 | -208-3.51% | Reduce |
| CCITIGROUP INCC |
| 0.4% | 0.38% | $1.6M | 11,482 | $1.3M | 11,470 | +12+0.10% | Add |
| AARK ETF TRARKX |
| 0.4% | 0.29% | $1.6M | 46,953 | $1.0M | 33,704 | +13,249+39.31% | Add |
