 NVIDIA CORPORATIONNVDA |
| 35.74% | 34.79% | $276.8M | 1.4M | $241.2M | 1.4M | +90+0.01% | Add |
 AMAZON COM INCAMZN |
| 19.41% | 18.74% | $150.3M | 630,735 | $129.9M | 623,751 | +6,984+1.12% | Add |
 META PLATFORMS INCMETA |
| 7.44% | 10.54% | $57.6M | 102,276 | $73.1M | 127,688 | -25,412-19.90% | Reduce |
 MICROSOFT CORPMSFT |
| 5.14% | 5.97% | $39.8M | 106,736 | $41.4M | 111,911 | -5,175-4.62% | Reduce |
 APPLE INCAAPL |
| 2.98% | 2.76% | $23.1M | 79,787 | $19.1M | 75,353 | +4,434+5.88% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.85% | 0.13% | $22.1M | 19,138 | $878,384 | 2,600 | +16,538+636.08% | Add |
 BROADCOM INCAVGO |
| 2.55% | 2.48% | $19.8M | 52,347 | $17.2M | 55,575 | -3,228-5.81% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.99% | 3.88% | $15.4M | 132,122 | $26.9M | 184,016 | -51,894-28.20% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.81% | 1.49% | $14.0M | 13,851 | $10.3M | 12,214 | +1,637+13.40% | Add |
 ALPHABET INCGOOGL |
| 1.8% | 1.39% | $13.9M | 38,987 | $9.7M | 33,578 | +5,409+16.11% | Add |
 GE AEROSPACEGE |
| 1.62% | 1.41% | $12.5M | 33,544 | $9.8M | 34,528 | -984-2.85% | Reduce |
 GE VERNOVA INCGEV |
| 1.46% | 1.18% | $11.3M | 9,595 | $8.2M | 9,391 | +204+2.17% | Add |
 MORGAN STANLEYMS |
| 1.33% | 1.12% | $10.3M | 49,186 | $7.7M | 47,031 | +2,155+4.58% | Add |
 WELLS FARGO CO NEWWFC |
| 1.3% | 1.57% | $10.1M | 122,048 | $10.9M | 136,917 | -14,869-10.86% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.24% | 1.26% | $9.6M | 29,421 | $8.7M | 29,697 | -276-0.93% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.82% | 0.9% | $6.4M | 111,641 | $6.2M | 127,665 | -16,024-12.55% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.73% | 0.14% | $5.6M | 15,844 | $996,179 | 6,585 | +9,259+140.61% | Add |
 WALMART INCWMT |
| 0.56% | 0.82% | $4.4M | 38,537 | $5.7M | 45,737 | -7,200-15.74% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.42% | 0.01% | $3.2M | 10,805 | $54,379 | 549 | +10,256+1,868.12% | Add |
| GGRANITESHARES ETF TRNVDL |
| 0.35% | 0.46% | $2.7M | 90,753 | $3.2M | 44,234 | +46,519+105.17% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.29% | 0.02% | $2.3M | 5,248 | $164,130 | 1,000 | +4,248+424.80% | Add |
| CCOMMERCIAL METALS COCMC |
| 0.29% | 0.36% | $2.2M | 35,290 | $2.5M | 40,380 | -5,090-12.61% | Reduce |
| AASTERA LABS INCALAB |
| 0.27% | 0.08% | $2.1M | 4,406 | $560,824 | 5,117 | -711-13.89% | Reduce |
 LOWES COS INC COMLOW |
| 0.26% | 0.3% | $2.0M | 9,048 | $2.1M | 8,875 | +173+1.95% | Add |
| IISHARES BIOTECHNOLOGYIBB |
| 0.26% | 0.2% | $2.0M | 10,486 | $1.4M | 8,263 | +2,223+26.90% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.24% | 0.32% | $1.9M | 6,662 | $2.2M | 9,201 | -2,539-27.59% | Reduce |
| IISHARES SILVER TRSLV |
| 0.24% | 0.45% | $1.9M | 34,775 | $3.1M | 46,184 | -11,409-24.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.23% | 0.55% | $1.8M | 3,623 | $3.8M | 7,926 | -4,303-54.29% | Reduce |
 AMGEN INC COMAMGN |
| 0.23% | 0.26% | $1.8M | 4,928 | $1.8M | 5,202 | -274-5.27% | Reduce |
| DDIREXION SHARES ETF TRUSTMUU |
| 0.21% | — | $1.6M | 1,563 | $0 | 0 | +1,563 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.21% | 0.07% | $1.6M | 2,142 | $469,273 | 1,202 | +940+78.20% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.21% | 0.1% | $1.6M | 3,377 | $705,978 | 2,089 | +1,288+61.66% | Add |
 CUMMINS INCCMI |
| 0.21% | 0.2% | $1.6M | 2,261 | $1.4M | 2,519 | -258-10.24% | Reduce |
 CORNING INCGLW |
| 0.2% | 0.07% | $1.5M | 6,020 | $484,054 | 3,560 | +2,460+69.10% | Add |
 BOEING COBA |
| 0.18% | 0.17% | $1.4M | 6,495 | $1.2M | 6,071 | +424+6.98% | Add |
 TESLA INCTSLA |
| 0.17% | 0.19% | $1.3M | 3,172 | $1.3M | 3,599 | -427-11.86% | Reduce |
 EMERSON ELEC COEMR |
| 0.16% | 0.16% | $1.3M | 8,852 | $1.1M | 8,594 | +258+3.00% | Add |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.16% | $1.3M | 35,920 | $1.1M | 37,447 | -1,527-4.08% | Reduce |
 RTX CORPORATIONRTX |
| 0.15% | 0.17% | $1.2M | 6,205 | $1.2M | 6,208 | -3-0.05% | Reduce |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.15% | 0.19% | $1.2M | 10,099 | $1.3M | 9,934 | +165+1.66% | Add |
 LAM RESEARCH CORPLRCX |
| 0.14% | 0.07% | $1.1M | 2,505 | $495,692 | 2,320 | +185+7.97% | Add |
 ABBVIE INCABBV |
| 0.14% | 0.12% | $1.1M | 4,275 | $841,034 | 3,867 | +408+10.55% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.14% | 0.05% | $1.1M | 1,828 | $353,358 | 1,737 | +91+5.24% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.13% | 0.16% | $994,523 | 31,108 | $1.1M | 32,197 | -1,089-3.38% | Reduce |
| UUNITED STATES COPPER INDEX FUNDCPER |
| 0.12% | 0.14% | $956,456 | 25,350 | $962,319 | 27,950 | -2,600-9.30% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.01% | $947,985 | 2,683 | $78,313 | 273 | +2,410+882.78% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.1% | 0.13% | $802,400 | 1,575 | $903,564 | 1,495 | +80+5.35% | Add |
 SERVICENOW INCNOW |
| 0.1% | 0.13% | $744,203 | 7,496 | $921,191 | 8,811 | -1,315-14.92% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.1% | 0.09% | $743,585 | 3,020 | $628,432 | 3,020 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.09% | 0.05% | $723,068 | 679 | $381,152 | 538 | +141+26.21% | Add |
