 MICRON TECHNOLOGY INCMU |
| 5.93% | 3.17% | $32.3M | 27,995 | $14.5M | 42,810 | -14,815-34.61% | Reduce |
| AALPS ETF TRAMLP |
| 4.79% | 5.48% | $26.1M | 503,526 | $25.0M | 474,255 | +29,271+6.17% | Add |
| AAlphabet Inc Class CGOOG |
| 4.79% | 4.48% | $26.1M | 73,774 | $20.4M | 71,175 | +2,599+3.65% | Add |
| SSPDR SERIES TRUSTBIL |
| 4.77% | 5.45% | $26.0M | 283,610 | $24.8M | 270,947 | +12,663+4.67% | Add |
 CHENIERE ENERGY INCLNG |
| 4.7% | 6.04% | $25.6M | 107,188 | $27.5M | 96,915 | +10,273+10.60% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.69% | 4.4% | $25.5M | 127,674 | $20.0M | 114,911 | +12,763+11.11% | Add |
 WILLIAMS COS INCWMB |
| 3.64% | 4.18% | $19.8M | 266,950 | $19.0M | 261,577 | +5,373+2.05% | Add |
 ELI LILLY & COLLY |
| 3.49% | 0.26% | $19.0M | 15,864 | $1.2M | 1,289 | +14,575+1,130.72% | Add |
 LANDSTAR SYS INCLSTR |
| 3.25% | 2.9% | $17.7M | 85,567 | $13.2M | 82,399 | +3,168+3.84% | Add |
 ENTERGY CORP NEWETR |
| 3.1% | 3.5% | $16.9M | 146,976 | $16.0M | 142,000 | +4,976+3.50% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 2.76% | <0.01% | $15.0M | 95,070 | $9,197 | 72 | +94,998+131,941.67% | Add |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 2.74% | 3.08% | $14.9M | 194,128 | $14.0M | 183,761 | +10,367+5.64% | Add |
| SSPDR GOLD TRGLD |
| 2.69% | 3.71% | $14.6M | 39,722 | $16.9M | 39,321 | +401+1.02% | Add |
 CAMECO CORPCCJ |
| 2.67% | 3.09% | $14.5M | 142,602 | $14.1M | 129,651 | +12,951+9.99% | Add |
| VVANECK ETF TRUSTGDX |
| 2.26% | 3.78% | $12.3M | 162,943 | $17.2M | 187,556 | -24,613-13.12% | Reduce |
 AGNC INVT CORP COMAGNC |
| 2.17% | 2.03% | $11.8M | 1.1M | $9.3M | 922,577 | +164,299+17.81% | Add |
| QQUALCOMM INCQCOM |
| 2.06% | 1.29% | $11.2M | 60,707 | $5.9M | 45,477 | +15,230+33.49% | Add |
 MICROSOFT CORPMSFT |
| 1.93% | 3.01% | $10.5M | 28,144 | $13.7M | 37,022 | -8,878-23.98% | Reduce |
| EENTEGRIS INCENTG |
| 1.84% | — | $10.0M | 55,850 | $0 | 0 | +55,850 | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.63% | 1.31% | $8.9M | 43,975 | $6.0M | 48,645 | -4,670-9.60% | Reduce |
 IREN LTDIREN |
| 1.51% | 1.22% | $8.2M | 179,936 | $5.6M | 162,469 | +17,467+10.75% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.4% | 1.1% | $7.6M | 44,938 | $5.0M | 42,269 | +2,669+6.31% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.3% | 0.27% | $7.1M | 48,526 | $1.2M | 9,380 | +39,146+417.33% | Add |
 APPLE INCAAPL |
| 1.27% | 1.36% | $6.9M | 23,948 | $6.2M | 24,339 | -391-1.61% | Reduce |
| CCACI INTL INCCACI |
| 1.23% | 2.76% | $6.7M | 14,505 | $12.6M | 23,077 | -8,572-37.15% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.19% | 0.01% | $6.5M | 17,251 | $25,286 | 91 | +17,160+18,857.14% | Add |
| IISHARES SILVER TRSLV |
| 1.1% | 0.17% | $6.0M | 112,391 | $793,763 | 11,649 | +100,742+864.81% | Add |
 AMAZON COM INCAMZN |
| 1.08% | 1.13% | $5.9M | 24,617 | $5.1M | 24,669 | -52-0.21% | Reduce |
| AAPTIV PLCAPTV |
| 1.04% | 0.78% | $5.7M | 92,346 | $3.5M | 51,102 | +41,244+80.71% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 1.03% | — | $5.6M | 31,851 | $0 | 0 | +31,851 | New Buy |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 1.02% | 0.98% | $5.6M | 67,732 | $4.4M | 53,853 | +13,879+25.77% | Add |
 CHEVRON CORPORATIONCVX |
| 1% | 0.57% | $5.5M | 32,928 | $2.6M | 12,626 | +20,302+160.80% | Add |
 TESLA INCTSLA |
| 0.99% | 0.92% | $5.4M | 12,817 | $4.2M | 11,324 | +1,493+13.18% | Add |
 JPMORGAN CHASE & COJPM |
| 0.9% | 0.99% | $4.9M | 15,042 | $4.5M | 15,377 | -335-2.18% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | 0.85% | $3.8M | 7,572 | $3.9M | 8,074 | -502-6.22% | Reduce |
| GGLOBAL X URANIUM ETFURA |
| 0.67% | 0.7% | $3.6M | 83,522 | $3.2M | 66,119 | +17,403+26.32% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.67% | 0.39% | $3.6M | 3,609 | $1.8M | 2,080 | +1,529+73.51% | Add |
 WALMART INCWMT |
| 0.66% | 0.9% | $3.6M | 31,650 | $4.1M | 32,981 | -1,331-4.04% | Reduce |
| GGLOBAL X SILVER MINERS ETFSIL |
| 0.59% | 0.42% | $3.2M | 41,765 | $1.9M | 21,464 | +20,301+94.58% | Add |
| IINVESCO QQQ TRVOO |
| 0.58% | 0.55% | $3.2M | 4,292 | $2.5M | 4,339 | -47-1.08% | Reduce |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.55% | 1.09% | $3.0M | 47,687 | $5.0M | 52,063 | -4,376-8.41% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.65% | $2.7M | 2,893 | $3.0M | 2,992 | -99-3.31% | Reduce |
 ALPHABET INCGOOGL |
| 0.49% | 0.45% | $2.7M | 7,427 | $2.1M | 7,145 | +282+3.95% | Add |
| FFIRST TRUSTQTEC |
| 0.47% | 0.36% | $2.6M | 7,621 | $1.6M | 7,617 | +4+0.05% | Add |
 MEDTRONIC PLCMDT |
| 0.46% | 3.92% | $2.5M | 32,316 | $17.9M | 206,090 | -173,774-84.32% | Reduce |
 VISA INCV |
| 0.46% | 0.49% | $2.5M | 7,237 | $2.2M | 7,413 | -176-2.37% | Reduce |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.45% | — | $2.4M | 63,928 | $0 | 0 | +63,928 | New Buy |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.44% | 1.05% | $2.4M | 47,737 | $4.8M | 67,697 | -19,960-29.48% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.4% | 0.58% | $2.2M | 18,808 | $2.6M | 18,061 | +747+4.14% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.34% | 0.41% | $1.8M | 5,212 | $1.9M | 5,424 | -212-3.91% | Reduce |
