 APPLE INCAAPL |
| 7.15% | 7.1% | $23.0M | 79,507 | $20.5M | 80,611 | -1,104-1.37% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.82% | 5.96% | $18.7M | 93,562 | $17.2M | 98,547 | -4,985-5.06% | Reduce |
 AMAZON COM INCAMZN |
| 3.37% | 3.4% | $10.8M | 45,492 | $9.8M | 47,080 | -1,588-3.37% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.07% | 2.79% | $9.9M | 27,971 | $8.0M | 27,997 | -26-0.09% | Reduce |
 TESLA INCTSLA |
| 2.25% | 2.2% | $7.2M | 17,198 | $6.4M | 17,098 | +100+0.58% | Add |
 FIRST MAJESTIC SILVER CORPAG |
| 2.2% | 3.11% | $7.1M | 416,596 | $9.0M | 416,889 | -293-0.07% | Reduce |
| VVANGUARD WORLD FDVGT |
| 2.17% | 1.58% | $7.0M | 58,525 | $4.6M | 6,530 | +51,995+796.25% | Add |
| IINVESCO QQQ TRVOO |
| 1.95% | 1.76% | $6.3M | 8,536 | $5.1M | 8,767 | -231-2.63% | Reduce |
 BROADCOM INCAVGO |
| 1.86% | 1.77% | $6.0M | 15,875 | $5.1M | 16,477 | -602-3.65% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.73% | 1.42% | $5.6M | 29,230 | $4.1M | 30,747 | -1,517-4.93% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.66% | 2.33% | $5.3M | 45,703 | $6.7M | 45,874 | -171-0.37% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.66% | 0.92% | $5.3M | 6,983 | $2.7M | 6,815 | +168+2.47% | Add |
 MICROSOFT CORPMSFT |
| 1.62% | 1.87% | $5.2M | 13,954 | $5.4M | 14,536 | -582-4.00% | Reduce |
| IISHARES TRICSH |
| 1.42% | 1.47% | $4.6M | 90,472 | $4.3M | 83,992 | +6,480+7.72% | Add |
 VANECK ETF TRUSTGDXJ |
| 1.42% | 1.97% | $4.6M | 46,514 | $5.7M | 47,214 | -700-1.48% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.27% | 0.95% | $4.1M | 5,452 | $2.8M | 4,229 | +1,223+28.92% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.22% | 0.87% | $3.9M | 5,703 | $2.5M | 4,184 | +1,519+36.30% | Add |
 CLOUDFLARE INCNET |
| 1.13% | 0.99% | $3.7M | 14,885 | $2.8M | 13,768 | +1,117+8.11% | Add |
| IISHARES SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.12% | 1.14% | $3.6M | 71,087 | $3.3M | 64,756 | +6,331+9.78% | Add |
 META PLATFORMS INCMETA |
| 1.04% | 1.22% | $3.4M | 5,967 | $3.5M | 6,171 | -204-3.31% | Reduce |
| AAMPLIFY ETF TRSILJ |
| 0.98% | 1.34% | $3.1M | 121,296 | $3.9M | 130,446 | -9,150-7.01% | Reduce |
 ALPHABET INCGOOGL |
| 0.89% | 1.01% | $2.9M | 8,048 | $2.9M | 10,136 | -2,088-20.60% | Reduce |
| SSTATE STREETSPYM |
| 0.87% | 0.94% | $2.8M | 31,992 | $2.7M | 35,311 | -3,319-9.40% | Reduce |
| AASTERA LABS INCALAB |
| 0.84% | 0.24% | $2.7M | 5,627 | $692,124 | 6,315 | -688-10.89% | Reduce |
| IISHARES TRSGOV |
| 0.83% | 0.86% | $2.7M | 26,545 | $2.5M | 24,497 | +2,048+8.36% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.82% | 0.49% | $2.6M | 4,561 | $1.4M | 6,950 | -2,389-34.37% | Reduce |
 GE VERNOVA INCGEV |
| 0.8% | 0.67% | $2.6M | 2,188 | $1.9M | 2,209 | -21-0.95% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.85% | $2.5M | 2,710 | $2.5M | 2,460 | +250+10.16% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.78% | 0.73% | $2.5M | 46,825 | $2.1M | 42,606 | +4,219+9.90% | Add |
| IISHARES TRSHV |
| 0.77% | 0.79% | $2.5M | 22,469 | $2.3M | 20,674 | +1,795+8.68% | Add |
| PPROSHARES TRBITO |
| 0.77% | 1.02% | $2.5M | 310,356 | $2.9M | 315,051 | -4,695-1.49% | Reduce |
 CATERPILLAR INCCAT |
| 0.77% | 0.6% | $2.5M | 2,320 | $1.7M | 2,448 | -128-5.23% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.76% | 0.63% | $2.4M | 15,390 | $1.8M | 12,449 | +2,941+23.62% | Add |
 KLA CORPKLAC |
| 0.69% | 0.39% | $2.2M | 7,330 | $1.1M | 759 | +6,571+865.74% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.68% | 0.7% | $2.2M | 20,389 | $2.0M | 18,111 | +2,278+12.58% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.68% | 0.71% | $2.2M | 26,483 | $2.0M | 24,710 | +1,773+7.18% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.67% | 0.66% | $2.2M | 9,176 | $1.9M | 8,818 | +358+4.06% | Add |
| IISHARES TRIVV |
| 0.66% | 0.7% | $2.1M | 2,848 | $2.0M | 3,084 | -236-7.65% | Reduce |
| VVANECK ETF TRUSTGDX |
| 0.65% | 0.88% | $2.1M | 27,728 | $2.5M | 27,728 | 00.00% | Unchanged |
| SSTATE STREETXLI |
| 0.64% | 0.75% | $2.1M | 11,201 | $2.2M | 13,426 | -2,225-16.57% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.63% | 0.24% | $2.0M | 4,897 | $692,814 | 2,560 | +2,337+91.29% | Add |
 ARISTA NETWORKS INCANET |
| 0.61% | 0.49% | $2.0M | 11,497 | $1.4M | 11,577 | -80-0.69% | Reduce |
 ELI LILLY & COLLY |
| 0.59% | 0.18% | $1.9M | 1,580 | $520,590 | 566 | +1,014+179.15% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.59% | 0.6% | $1.9M | 5,120 | $1.7M | 5,412 | -292-5.40% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 0.58% | 0.67% | $1.9M | 36,822 | $1.9M | 42,541 | -5,719-13.44% | Reduce |
 NETFLIX INCNFLX |
| 0.58% | 0.92% | $1.9M | 25,986 | $2.7M | 27,678 | -1,692-6.11% | Reduce |
| SSTRATEGY INCMSTR |
| 0.54% | 0.82% | $1.7M | 20,094 | $2.4M | 18,832 | +1,262+6.70% | Add |
 VERTIV HOLDINGS COVRT |
| 0.53% | — | $1.7M | 5,122 | $0 | 0 | +5,122 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.52% | 0.48% | $1.7M | 1,643 | $1.4M | 1,623 | +20+1.23% | Add |
 ALBEMARLE CORPALB |
| 0.51% | 0.8% | $1.6M | 12,076 | $2.3M | 12,796 | -720-5.63% | Reduce |
