 NVIDIA CORPORATIONNVDA |
| 9.05% | 10.17% | $3.2M | 15,860 | $2.9M | 16,794 | -934-5.56% | Reduce |
 APPLE INCAAPL |
| 6.27% | 11.68% | $2.2M | 7,597 | $3.4M | 13,282 | -5,685-42.80% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 5.39% | 4.99% | $1.9M | 2,568 | $1.4M | 2,493 | +75+3.01% | Add |
 MICROSOFT CORPMSFT |
| 4.82% | 5.7% | $1.7M | 4,526 | $1.6M | 4,438 | +88+1.98% | Add |
 TESLA INCTSLA |
| 4.33% | 4.79% | $1.5M | 3,611 | $1.4M | 3,715 | -104-2.80% | Reduce |
 META PLATFORMS INCMETA |
| 3.85% | 4.92% | $1.4M | 2,399 | $1.4M | 2,480 | -81-3.27% | Reduce |
 PALO ALTOPANW |
| 3.69% | 2.09% | $1.3M | 3,790 | $603,284 | 3,763 | +27+0.72% | Add |
 ELI LILLY & COLLY |
| 3.6% | 3.02% | $1.3M | 1,052 | $870,102 | 946 | +106+11.21% | Add |
| DD-WAVE QUANTUM INCQBTS |
| 2.78% | 2.03% | $976,417 | 40,701 | $586,161 | 40,621 | +80+0.20% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 2.5% | 4.2% | $875,530 | 9,122 | $1.2M | 9,646 | -524-5.43% | Reduce |
 ALPHABET INCGOOGL |
| 2.26% | 1.84% | $792,289 | 2,217 | $529,110 | 1,840 | +377+20.49% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.25% | 2.44% | $789,615 | 1,578 | $702,507 | 1,466 | +112+7.64% | Add |
 AMAZON COM INCAMZN |
| 2.17% | 2.44% | $762,211 | 3,198 | $702,495 | 3,373 | -175-5.19% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.97% | — | $690,891 | 956 | $0 | 0 | +956 | New Buy |
 COCA COLA COKO |
| 1.82% | — | $639,351 | 7,867 | $0 | 0 | +7,867 | New Buy |
 CARDINAL HEALTH INCCAH |
| 1.74% | 0.98% | $609,341 | 2,565 | $283,578 | 1,342 | +1,223+91.13% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.68% | 2.83% | $590,000 | 5,057 | $816,681 | 5,583 | -526-9.42% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.6% | 1.01% | $561,810 | 3,885 | $291,593 | 2,458 | +1,427+58.06% | Add |
 BROADCOM INCAVGO |
| 1.52% | 1.54% | $531,603 | 1,407 | $443,590 | 1,433 | -26-1.81% | Reduce |
 STATE STR CORP COMSTT |
| 1.51% | — | $530,170 | 3,126 | $0 | 0 | +3,126 | New Buy |
 CENTERPOINT ENERGY INC COMCNP |
| 1.46% | 1.39% | $510,952 | 11,602 | $399,446 | 9,255 | +2,347+25.36% | Add |
 AMPHENOL CORPAPH |
| 1.37% | — | $480,648 | 2,726 | $0 | 0 | +2,726 | New Buy |
| GGLOBAL X FDSSHLD |
| 1.33% | 3.46% | $465,439 | 7,795 | $996,152 | 14,062 | -6,267-44.57% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.3% | 1.1% | $456,436 | 2,523 | $316,461 | 1,914 | +609+31.82% | Add |
| EENERGY TRANSFER L PET |
| 1.23% | 1.8% | $431,730 | 22,580 | $517,819 | 26,830 | -4,250-15.84% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.19% | 1.64% | $418,201 | 548 | $473,177 | 1,212 | -664-54.79% | Reduce |
 MORGAN STANLEYMS |
| 1.19% | — | $417,453 | 1,997 | $0 | 0 | +1,997 | New Buy |
 BLOOM ENERGY CORPBE |
| 1.12% | — | $393,510 | 1,300 | $0 | 0 | +1,300 | New Buy |
 JABIL INCJBL |
| 1.12% | 0.73% | $392,033 | 1,017 | $210,910 | 794 | +223+28.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.12% | — | $391,304 | 339 | $0 | 0 | +339 | New Buy |
 NETFLIX INCNFLX |
| 1.09% | 1.63% | $383,775 | 5,375 | $470,174 | 4,890 | +485+9.92% | Add |
 CUMMINS INCCMI |
| 1.07% | — | $375,862 | 527 | $0 | 0 | +527 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.04% | 1.13% | $364,973 | 1,115 | $326,518 | 1,110 | +5+0.45% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.03% | 0.8% | $362,090 | 2,866 | $229,264 | 1,645 | +1,221+74.22% | Add |
 LAM RESEARCH CORPLRCX |
| 1.03% | — | $360,097 | 831 | $0 | 0 | +831 | New Buy |
| RRALPH LAUREN CORPRL |
| 1.01% | — | $354,846 | 884 | $0 | 0 | +884 | New Buy |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 0.99% | — | $347,366 | 4,513 | $0 | 0 | +4,513 | New Buy |
 GE VERNOVA INCGEV |
| 0.99% | — | $345,409 | 294 | $0 | 0 | +294 | New Buy |
 WESTERN ASSET EMERGING MKTS DE COMEMD |
| 0.87% | 1.01% | $304,479 | 28,350 | $290,672 | 29,600 | -1,250-4.22% | Reduce |
 WILLIAMS COS INCWMB |
| 0.86% | — | $301,597 | 4,057 | $0 | 0 | +4,057 | New Buy |
 EQT CORPEQT |
| 0.85% | 1.54% | $297,008 | 5,586 | $442,362 | 6,951 | -1,365-19.64% | Reduce |
| CCITIGROUP INCC |
| 0.84% | — | $295,316 | 2,110 | $0 | 0 | +2,110 | New Buy |
| SSELECT SECTOR SPDR TRXLE |
| 0.8% | 1.66% | $279,837 | 5,269 | $477,644 | 7,797 | -2,528-32.42% | Reduce |
| QQXO INCQXO |
| 0.8% | 1.01% | $279,072 | 16,150 | $291,397 | 15,005 | +1,145+7.63% | Add |
| NNRG ENERGY INCNRG |
| 0.77% | — | $271,233 | 1,857 | $0 | 0 | +1,857 | New Buy |
 SHOPIFY INCSHOP |
| 0.76% | 0.87% | $267,980 | 2,347 | $249,932 | 2,107 | +240+11.39% | Add |
| CCOCA COLA CONS INCCOKE |
| 0.74% | — | $260,033 | 1,362 | $0 | 0 | +1,362 | New Buy |
| IISHARES SILVER TRSLV |
| 0.73% | 1.37% | $255,159 | 4,772 | $395,212 | 5,800 | -1,028-17.72% | Reduce |
 CORTEVA INC COMCTVA |
| 0.72% | 0.71% | $250,852 | 2,962 | $204,922 | 2,448 | +514+21.00% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.7% | — | $244,371 | 2,455 | $0 | 0 | +2,455 | New Buy |
