 NVIDIA CORPORATIONNVDA |
| 6.69% | 6.84% | $11.71B | 58.5M | $10.57B | 60.6M | -2.1M-3.47% | Reduce |
 APPLE INCAAPL |
| 5.5% | 5.46% | $9.63B | 33.3M | $8.43B | 33.2M | +72,884+0.22% | Add |
 MICROSOFT CORPMSFT |
| 3.73% | 4.24% | $6.52B | 17.5M | $6.55B | 17.7M | -199,394-1.13% | Reduce |
 AMAZON COM INCAMZN |
| 3.4% | 3.32% | $5.95B | 25.0M | $5.13B | 24.6M | +341,714+1.39% | Add |
 ALPHABET INCGOOGL |
| 2.77% | 2.46% | $4.85B | 13.6M | $3.80B | 13.2M | +361,612+2.73% | Add |
 BROADCOM INCAVGO |
| 2.42% | 2.23% | $4.23B | 11.2M | $3.44B | 11.1M | +75,463+0.68% | Add |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.25% | $4.11B | 11.6M | $3.47B | 12.1M | -448,728-3.71% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.93% | 0.67% | $3.38B | 2.9M | $1.04B | 3.1M | -159,853-5.18% | Reduce |
 TESLA INCTSLA |
| 1.79% | 1.8% | $3.13B | 7.4M | $2.77B | 7.5M | -23,352-0.31% | Reduce |
 META PLATFORMS INCMETA |
| 1.66% | 1.88% | $2.90B | 5.2M | $2.90B | 5.1M | +76,730+1.51% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.62% | 0.69% | $2.84B | 4.9M | $1.07B | 5.3M | -380,091-7.21% | Reduce |
 ELI LILLY & COLLY |
| 1.3% | 1.06% | $2.27B | 1.9M | $1.63B | 1.8M | +120,058+6.76% | Add |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.16% | $1.93B | 5.9M | $1.80B | 6.1M | -202,969-3.32% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.94% | 1.01% | $1.64B | 3.3M | $1.56B | 3.3M | +22,845+0.70% | Add |
| WWORLD GOLD TRGLD |
| 0.91% | 1.12% | $1.59B | 20.1M | $1.72B | 18.6M | +1.5M+7.87% | Add |
 INTEL CORPINTC |
| 0.85% | 0.32% | $1.48B | 10.6M | $491.7M | 11.1M | -542,006-4.86% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.82% | 0.9% | $1.44B | 5.7M | $1.38B | 5.7M | +194+0.00% | Add |
 VISA INCV |
| 0.8% | 0.8% | $1.40B | 4.1M | $1.23B | 4.1M | -3,112-0.08% | Reduce |
 CATERPILLAR INCCAT |
| 0.8% | 0.6% | $1.39B | 1.3M | $930.8M | 1.3M | -5,960-0.45% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.78% | 0.41% | $1.36B | 1.9M | $638.0M | 1.9M | +17,713+0.95% | Add |
 LAM RESEARCH CORPLRCX |
| 0.74% | 0.43% | $1.30B | 3.0M | $662.2M | 3.1M | -98,360-3.17% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.71% | 1.03% | $1.24B | 9.1M | $1.59B | 9.4M | -272,618-2.92% | Reduce |
 WALMART INCWMT |
| 0.68% | 0.89% | $1.19B | 10.5M | $1.37B | 11.0M | -549,645-4.98% | Reduce |
| IISHARES GOLD TRUST MICROIAUM |
| 0.65% | 0.81% | $1.13B | 28.2M | $1.25B | 26.8M | +1.4M+5.22% | Add |
 CISCO SYS INCCSCO |
| 0.64% | 0.52% | $1.13B | 9.6M | $798.2M | 10.3M | -686,868-6.68% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.61% | 0.68% | $1.07B | 2.1M | $1.05B | 2.1M | -9,722-0.46% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.6% | 0.46% | $1.06B | 2.5M | $707.4M | 2.6M | -75,768-2.90% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.68% | $1.01B | 1.1M | $1.05B | 1.0M | +30,491+2.90% | Add |
 ABBVIE INCABBV |
| 0.57% | 0.55% | $992.9M | 3.9M | $851.4M | 3.9M | +30,913+0.79% | Add |
 KLA CORPKLAC |
| 0.55% | 0.3% | $954.6M | 3.2M | $465.1M | 315,864 | +2.8M+901.70% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.51% | 0.5% | $892.8M | 882,737 | $769.3M | 909,328 | -26,591-2.92% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.48% | $855.4M | 15.0M | $743.6M | 15.3M | -241,252-1.58% | Reduce |
 HOME DEPOT INCHD |
| 0.48% | 0.51% | $836.8M | 2.4M | $784.7M | 2.4M | -13,010-0.55% | Reduce |
 GE AEROSPACEGE |
| 0.48% | 0.42% | $835.5M | 2.2M | $642.1M | 2.3M | -27,042-1.20% | Reduce |
 NETFLIX INCNFLX |
| 0.47% | 0.73% | $820.8M | 11.5M | $1.12B | 11.7M | -155,132-1.33% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.47% | 0.52% | $814.1M | 5.6M | $810.6M | 5.6M | -60,721-1.08% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.46% | 0.67% | $803.2M | 6.9M | $1.03B | 7.1M | -171,217-2.43% | Reduce |
 MERCK & CO INCMRK |
| 0.45% | 0.49% | $792.7M | 6.2M | $754.1M | 6.3M | -100,209-1.60% | Reduce |
 PALO ALTOPANW |
| 0.45% | 0.23% | $780.6M | 2.3M | $360.5M | 2.2M | +40,478+1.80% | Add |
 COCA COLA COKO |
| 0.43% | 0.47% | $749.3M | 9.2M | $723.3M | 9.5M | -290,939-3.06% | Reduce |
 GE VERNOVA INCGEV |
| 0.42% | 0.36% | $742.4M | 631,868 | $550.7M | 630,862 | +1,006+0.16% | Add |
 AMPHENOL CORPAPH |
| 0.42% | 0.34% | $729.9M | 4.1M | $522.6M | 4.1M | +3,270+0.08% | Add |
 WELLTOWER INC COMWELL |
| 0.41% | 0.41% | $715.1M | 3.2M | $628.3M | 3.2M | -26,954-0.85% | Reduce |
 LINDE PLCLIN |
| 0.41% | 0.44% | $714.6M | 1.4M | $687.0M | 1.4M | -8,753-0.63% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.41% | 0.59% | $714.4M | 4.3M | $911.9M | 4.4M | -97,854-2.22% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.4% | 0.36% | $692.8M | 1.7M | $551.1M | 1.7M | +12,233+0.71% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.39% | 0.44% | $679.8M | 1.7M | $675.7M | 1.5M | +243,625+16.62% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.38% | 0.37% | $659.4M | 2.3M | $569.2M | 2.3M | -3,363-0.14% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.38% | 0.31% | $658.7M | 6.6M | $472.1M | 6.8M | -243,946-3.58% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.37% | 0.27% | $648.5M | 2.2M | $421.8M | 2.2M | +2,814+0.13% | Add |
