 NVIDIA CORPORATIONNVDA |
| 4.82% | 4.75% | $87.62B | 449.4M | $73.96B | 447.8M | +1.6M+0.36% | Add |
 APPLE INCAAPL |
| 3.54% | 3.67% | $64.45B | 228.8M | $57.12B | 231.6M | -2.9M-1.23% | Reduce |
 MICROSOFT CORPMSFT |
| 2.74% | 2.93% | $49.82B | 135.2M | $45.63B | 127.1M | +8.0M+6.33% | Add |
| AAlphabet Inc Class CGOOG |
| 2.66% | 2.1% | $48.42B | 137.8M | $32.73B | 119.8M | +18.0M+15.04% | Add |
 AMAZON COM INCAMZN |
| 2.22% | 2.18% | $40.34B | 168.0M | $33.95B | 168.9M | -958,430-0.57% | Reduce |
 BROADCOM INCAVGO |
| 1.94% | 1.73% | $35.39B | 95.0M | $26.93B | 91.8M | +3.2M+3.52% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.94% | 1.86% | $35.31B | 47.7M | $28.94B | 45.8M | +1.9M+4.06% | Add |
 ALPHABET INCGOOGL |
| 1.79% | 1.25% | $32.51B | 91.9M | $19.40B | 70.9M | +21.0M+29.60% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.63% | 0.33% | $29.59B | 25.8M | $5.08B | 15.8M | +10.1M+63.78% | Add |
 META PLATFORMS INCMETA |
| 1.42% | 1.73% | $25.85B | 45.9M | $26.92B | 50.2M | -4.2M-8.44% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.2% | 0.31% | $21.75B | 40.3M | $4.75B | 24.2M | +16.1M+66.23% | Add |
 LAM RESEARCH CORPLRCX |
| 1.02% | 0.42% | $18.62B | 45.3M | $6.54B | 32.7M | +12.6M+38.53% | Add |
 TESLA INCTSLA |
| 0.95% | 1.05% | $17.29B | 42.0M | $16.37B | 46.1M | -4.1M-8.90% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.9% | 1.02% | $16.34B | 24.0M | $15.83B | 27.3M | -3.3M-11.99% | Reduce |
 ELI LILLY & COLLY |
| 0.85% | 0.78% | $15.50B | 12.6M | $12.15B | 13.7M | -1.1M-8.03% | Reduce |
| IISHARES TRIVV |
| 0.84% | 0.96% | $15.28B | 20.5M | $14.96B | 23.6M | -3.0M-12.84% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.83% | 0.98% | $15.07B | 58.3M | $15.30B | 63.1M | -4.8M-7.60% | Reduce |
| VVANGUARD TOTALBNDX |
| 0.83% | 0.89% | $15.05B | 310.2M | $13.79B | 288.5M | +21.6M+7.50% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.79% | 1.04% | $14.39B | 28.2M | $16.13B | 32.7M | -4.4M-13.56% | Reduce |
| CCABLE ONE INCCABO |
| 0.7% | — | $12.65B | 18.7M | $0 | 0 | +18.7M | New Buy |
 ABBVIE INCABBV |
| 0.67% | 0.78% | $12.17B | 47.9M | $12.09B | 56.7M | -8.9M-15.65% | Reduce |
| VVANGUARD TOTALBND |
| 0.63% | 0.67% | $11.46B | 155.4M | $10.50B | 142.8M | +12.6M+8.81% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.61% | 0.28% | $11.09B | 17.0M | $4.41B | 17.5M | -504,359-2.88% | Reduce |
 WALMART INCWMT |
| 0.61% | 0.97% | $11.04B | 96.3M | $15.13B | 122.5M | -26.2M-21.36% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.6% | 0.49% | $10.84B | 23.8M | $7.59B | 24.0M | -155,356-0.65% | Reduce |
| JJPMORGAN BETABUILDERSBBJP |
| 0.57% | 0.6% | $10.32B | 137.2M | $9.28B | 139.2M | -2.0M-1.45% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.57% | 0.66% | $10.29B | 116.0M | $10.31B | 112.0M | +4.1M+3.63% | Add |
 APPLIED MATLS INCAMAT |
| 0.53% | 0.1% | $9.65B | 13.9M | $1.59B | 4.9M | +9.0M+181.96% | Add |
 WELLS FARGO CO NEWWFC |
| 0.52% | 0.64% | $9.54B | 114.2M | $9.92B | 129.2M | -15.0M-11.59% | Reduce |
 MORGAN STANLEYMS |
| 0.52% | 0.44% | $9.39B | 44.4M | $6.90B | 43.6M | +785,198+1.80% | Add |
 TEXAS INSTRS INCTXN |
| 0.51% | 0.46% | $9.26B | 32.4M | $7.16B | 38.4M | -5.9M-15.46% | Reduce |
 CORNING INCGLW |
| 0.51% | 0.1% | $9.21B | 36.0M | $1.53B | 11.9M | +24.1M+203.39% | Add |
| IINVESCO QQQ TRVOO |
| 0.5% | 0.19% | $9.17B | 12.7M | $2.97B | 5.3M | +7.3M+137.92% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.48% | 0.55% | $8.81B | 48.2M | $8.50B | 51.6M | -3.4M-6.59% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.48% | 0.94% | $8.77B | 64.5M | $14.68B | 85.6M | -21.1M-24.70% | Reduce |
 MCDONALDS CORPMCD |
| 0.47% | 0.75% | $8.53B | 31.9M | $11.62B | 37.7M | -5.7M-15.22% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.47% | 0.32% | $8.50B | 20.2M | $5.00B | 19.1M | +1.1M+5.99% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.45% | 0.37% | $8.20B | 8.0M | $5.83B | 7.2M | +823,608+11.41% | Add |
| SSANDISK CORP COMSNDK |
| 0.44% | 0.05% | $8.08B | 3.9M | $818.0M | 1.4M | +2.5M+175.84% | Add |
 LOWES COS INC COMLOW |
| 0.44% | 0.55% | $7.95B | 36.2M | $8.63B | 37.1M | -908,265-2.45% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.43% | 0.77% | $7.75B | 10.5M | $11.93B | 18.9M | -8.4M-44.64% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.42% | 0.4% | $7.62B | 131.6M | $6.25B | 132.3M | -688,632-0.52% | Reduce |
 CATERPILLAR INCCAT |
| 0.42% | 0.13% | $7.57B | 7.3M | $1.96B | 2.9M | +4.4M+149.13% | Add |
 DISNEY WALT CODIS |
| 0.41% | 0.47% | $7.48B | 75.8M | $7.25B | 76.9M | -1.1M-1.41% | Reduce |
 PALO ALTOPANW |
| 0.4% | 0.13% | $7.21B | 21.7M | $2.08B | 13.5M | +8.2M+61.22% | Add |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 0.39% | 0.44% | $7.11B | 71.7M | $6.86B | 74.8M | -3.2M-4.22% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.38% | 0.39% | $6.97B | 20.5M | $6.07B | 20.4M | +51,618+0.25% | Add |
 RTX CORPORATIONRTX |
| 0.38% | 0.5% | $6.96B | 37.2M | $7.74B | 41.4M | -4.2M-10.12% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.35% | $6.89B | 6.3M | $5.52B | 6.8M | -499,658-7.40% | Reduce |
 EATON CORP PLCETN |
| 0.38% | 0.43% | $6.85B | 16.8M | $6.63B | 19.3M | -2.5M-13.03% | Reduce |
