| SSTATE STR SPDR S&P 500 ETF TSPY |
| 6.54% | 2.13% | $814.5M | 1.1M | $159.6M | 245,351 | +845,282+344.52% | Add |
| IISHARES TRIVV |
| 5.62% | 0.83% | $699.1M | 933,551 | $62.0M | 94,895 | +838,656+883.77% | Add |
| IINVESCO QQQ TRVOO |
| 4.31% | — | $535.9M | 727,700 | $0 | 0 | +727,700 | New Buy |
| DDIREXION SHARES ETF TRUSTSOXL |
| 3.64% | 0.63% | $452.9M | 1.7M | $47.5M | 991,823 | +706,351+71.22% | Add |
| IISHARES RUSSELLIWM |
| 2.3% | 7.3% | $285.7M | 950,821 | $547.7M | 2.2M | -1.3M-56.94% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.65% | 2.84% | $205.8M | 299,596 | $213.0M | 369,000 | -69,404-18.81% | Reduce |
| IISHARES TRHYG |
| 0.9% | 1.84% | $111.5M | 1.4M | $138.1M | 1.7M | -342,066-19.70% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.62% | 0.17% | $77.2M | 254,881 | $12.5M | 92,173 | +162,708+176.52% | Add |
| SSANDISK CORP COMSNDK |
| 0.58% | 0.62% | $72.0M | 31,684 | $46.8M | 73,723 | -42,039-57.02% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.54% | 0.28% | $67.8M | 335,659 | $20.7M | 168,649 | +167,010+99.03% | Add |
| IISHARES TRTLT |
| 0.54% | 0.78% | $66.8M | 773,161 | $58.6M | 676,500 | +96,661+14.29% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.52% | 0.22% | $65.2M | 67,577 | $16.3M | 41,706 | +25,871+62.03% | Add |
 Super Micro Computer, Inc.SMCI |
| 0.52% | 0.84% | $64.2M | 69.0M | $63.0M | 79.0M | -10.0M-12.66% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.51% | 0.13% | $63.0M | 98,567 | $9.8M | 36,103 | +62,464+173.02% | Add |
 INTEL CORPINTC |
| 0.49% | 0.06% | $61.2M | 438,316 | $4.4M | 99,881 | +338,435+338.84% | Add |
 ORACLE CORPORCL |
| 0.48% | 0.09% | $59.5M | 405,820 | $6.5M | 43,987 | +361,833+822.59% | Add |
 CME GROUP INCCME |
| 0.47% | 0.63% | $58.4M | 264,273 | $47.3M | 160,138 | +104,135+65.03% | Add |
 TESLA INCTSLA |
| 0.46% | 0.38% | $56.8M | 135,079 | $28.8M | 77,445 | +57,634+74.42% | Add |
 INTUITINTU |
| 0.42% | 0.01% | $51.7M | 198,205 | $763,151 | 1,765 | +196,440+11,129.75% | Add |
 FORTINET INCFTNT |
| 0.41% | — | $51.5M | 335,348 | $0 | 0 | +335,348 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.41% | 0.27% | $50.6M | 169,890 | $20.0M | 202,384 | -32,494-16.06% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.4% | 0.86% | $49.6M | 934,555 | $64.7M | 1.1M | -121,546-11.51% | Reduce |
 WOODWARD INCWWD |
| 0.4% | 0.06% | $49.3M | 115,763 | $4.7M | 13,080 | +102,683+785.04% | Add |
 MICROSOFT CORPMSFT |
| 0.39% | 0.62% | $49.0M | 131,332 | $46.6M | 125,777 | +5,555+4.42% | Add |
 ZSCALER INCZS |
| 0.37% | 0.39% | $45.8M | 324,276 | $29.1M | 207,773 | +116,503+56.07% | Add |
 GE AEROSPACEGE |
| 0.37% | 0.07% | $45.6M | 122,136 | $5.5M | 19,546 | +102,590+524.86% | Add |
 DOW HLDGS INC COMDOW |
| 0.35% | 0.13% | $43.3M | 1.6M | $9.5M | 229,115 | +1.4M+591.16% | Add |
 BLACKROCK INC COMBLK |
| 0.34% | 0.41% | $42.4M | 44,116 | $30.4M | 31,593 | +12,523+39.64% | Add |
 RAYMOND JAMES FINL INCRJF |
| 0.33% | 0.01% | $41.4M | 272,570 | $847,022 | 5,850 | +266,720+4,559.32% | Add |
| IISHARES SILVER TRSLV |
| 0.32% | 0.77% | $40.3M | 754,514 | $57.5M | 844,097 | -89,583-10.61% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.32% | 0.2% | $39.5M | 347,362 | $14.7M | 163,461 | +183,901+112.50% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.31% | 0.4% | $38.8M | 60,530 | $30.0M | 91,388 | -30,858-33.77% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.31% | 0.01% | $38.5M | 143,371 | $750,608 | 3,257 | +140,114+4,301.93% | Add |
| SSilvercorp Metals IncSVM |
| 0.31% | 0.54% | $38.2M | 15.7M | $40.4M | 15.7M | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.3% | 0.24% | $37.1M | 30,924 | $17.8M | 19,407 | +11,517+59.34% | Add |
| VVishay Intertechnology IncVSH |
| 0.3% | 0.17% | $37.0M | 18.7M | $13.0M | 13.5M | +5.2M+38.15% | Add |
 MCKESSON CORP COMMCK |
| 0.29% | <0.01% | $36.2M | 47,940 | $264,800 | 306 | +47,634+15,566.67% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.29% | — | $36.1M | 96,690 | $0 | 0 | +96,690 | New Buy |
 TRUIST FINL CORPTFC |
| 0.28% | 0.05% | $35.5M | 711,747 | $3.6M | 78,892 | +632,855+802.18% | Add |
| IIREN LtdIREN |
| 0.28% | — | $35.3M | 10.0M | $0 | 0 | +10.0M | New Buy |
 PEPSICO INCPEP |
| 0.28% | — | $35.1M | 259,502 | $0 | 0 | +259,502 | New Buy |
| JJOBY AVIATION INCJOBY |
| 0.27% | 0.29% | $34.2M | 37.5M | $21.9M | 25.5M | +12.0M+47.00% | Add |
| AAKAMAI TECHNOLOGIES INCAKAM |
| 0.27% | — | $33.5M | 23.0M | $0 | 0 | +23.0M | New Buy |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.26% | 0.31% | $32.9M | 120,985 | $22.9M | 243,944 | -122,959-50.40% | Reduce |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.26% | — | $32.7M | 27.5M | $0 | 0 | +27.5M | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.26% | 0.52% | $32.6M | 762,861 | $38.8M | 618,715 | +144,146+23.30% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 0.26% | 0.18% | $32.1M | 322,120 | $13.5M | 174,315 | +147,805+84.79% | Add |
| WWEIBO CORP |
| 0.26% | 0.07% | $32.0M | 32.0M | $5.3M | 5.0M | +27.0M+540.00% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.26% | 0.03% | $31.8M | 51,602 | $2.5M | 6,391 | +45,211+707.42% | Add |
 BROADCOM INCAVGO |
| 0.25% | 0.38% | $31.3M | 82,900 | $28.4M | 91,711 | -8,811-9.61% | Reduce |
