 NVIDIA CORPORATIONNVDA |
| 6.04% | 6.89% | $48.8M | 244,058 | $41.9M | 240,369 | +3,689+1.53% | Add |
 VANECK ETF TRUSTSMH |
| 3.77% | 3.02% | $30.5M | 46,477 | $18.3M | 47,850 | -1,373-2.87% | Reduce |
 AMAZON COM INCAMZN |
| 3.3% | 3.61% | $26.7M | 111,890 | $22.0M | 105,500 | +6,390+6.06% | Add |
 APPLE INCAAPL |
| 3.3% | 3.73% | $26.7M | 92,138 | $22.7M | 89,477 | +2,661+2.97% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.29% | 2.2% | $26.6M | 34,880 | $13.4M | 34,276 | +604+1.76% | Add |
| IINVESCO QQQ TRVOO |
| 2.57% | 2.63% | $20.7M | 28,155 | $16.0M | 27,685 | +470+1.70% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.4% | 0.99% | $19.4M | 64,995 | $6.0M | 60,533 | +4,462+7.37% | Add |
 BROADCOM INCAVGO |
| 2.28% | 2.29% | $18.5M | 48,869 | $13.9M | 44,917 | +3,952+8.80% | Add |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.39% | $18.4M | 52,004 | $14.5M | 50,699 | +1,305+2.57% | Add |
 MICROSOFT CORPMSFT |
| 2.04% | 2.55% | $16.4M | 44,096 | $15.5M | 41,874 | +2,222+5.31% | Add |
 META PLATFORMS INCMETA |
| 2.01% | 2.34% | $16.3M | 28,876 | $14.3M | 24,910 | +3,966+15.92% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.94% | 0.53% | $15.7M | 13,559 | $3.2M | 9,572 | +3,987+41.65% | Add |
| IISHARES TRIXN |
| 1.85% | 1.67% | $15.0M | 103,630 | $10.2M | 101,862 | +1,768+1.74% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.83% | 1.7% | $14.8M | 77,532 | $10.3M | 77,614 | -82-0.11% | Reduce |
| IISHARES TRIVV |
| 1.74% | 1.94% | $14.1M | 18,831 | $11.8M | 18,087 | +744+4.11% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.47% | 1.6% | $11.9M | 138,246 | $9.7M | 22,299 | +115,947+519.97% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 0.89% | $11.5M | 19,845 | $5.4M | 26,487 | -6,642-25.08% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.38% | 1.03% | $11.1M | 43,720 | $6.3M | 41,718 | +2,002+4.80% | Add |
 TESLA INCTSLA |
| 1.37% | 1.52% | $11.1M | 26,354 | $9.2M | 24,814 | +1,540+6.21% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.27% | 2.15% | $10.3M | 87,942 | $13.1M | 89,462 | -1,520-1.70% | Reduce |
| VVANGUARD INDEX FDSVOT |
| 1.22% | 1.31% | $9.9M | 32,220 | $8.0M | 30,962 | +1,258+4.06% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 1.16% | 0.96% | $9.3M | 184,879 | $5.8M | 115,523 | +69,356+60.04% | Add |
| VVANGUARD INDEX FDSVBK |
| 1.11% | 1.29% | $9.0M | 24,547 | $7.9M | 25,974 | -1,427-5.49% | Reduce |
 ORACLE CORPORCL |
| 1.07% | 1.41% | $8.7M | 59,029 | $8.6M | 58,215 | +814+1.40% | Add |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.9% | 1.1% | $7.3M | 80,305 | $6.7M | 83,671 | -3,366-4.02% | Reduce |
| IISHARES TRIOO |
| 0.89% | 1.08% | $7.2M | 52,921 | $6.6M | 54,357 | -1,436-2.64% | Reduce |
 GE VERNOVA INCGEV |
| 0.89% | 0.6% | $7.2M | 6,089 | $3.6M | 4,166 | +1,923+46.16% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.88% | 1.08% | $7.1M | 115,491 | $6.6M | 118,016 | -2,525-2.14% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.84% | 0.57% | $6.8M | 19,214 | $3.5M | 22,938 | -3,724-16.24% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 0.84% | 0.9% | $6.8M | 68,048 | $5.5M | 70,427 | -2,379-3.38% | Reduce |
 ELI LILLY & COLLY |
| 0.75% | 0.78% | $6.0M | 5,038 | $4.8M | 5,184 | -146-2.82% | Reduce |
 CISCO SYS INCCSCO |
| 0.74% | 0.64% | $6.0M | 50,750 | $3.9M | 50,476 | +274+0.54% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.71% | 0.81% | $5.8M | 11,506 | $4.9M | 10,275 | +1,231+11.98% | Add |
| GGLOBAL X FDSQYLD |
| 0.69% | 0.86% | $5.6M | 303,521 | $5.2M | 305,009 | -1,488-0.49% | Reduce |
 NETFLIX INCNFLX |
| 0.69% | 0.98% | $5.5M | 77,657 | $6.0M | 61,912 | +15,745+25.43% | Add |
 ALPHABET INCGOOGL |
| 0.69% | 0.7% | $5.5M | 15,511 | $4.2M | 14,766 | +745+5.05% | Add |
 SERVICENOW INCNOW |
| 0.69% | 0.54% | $5.5M | 55,807 | $3.3M | 31,269 | +24,538+78.47% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.68% | 0.76% | $5.5M | 76,193 | $4.6M | 64,572 | +11,621+18.00% | Add |
 GE AEROSPACEGE |
| 0.68% | 0.7% | $5.5M | 14,699 | $4.3M | 14,997 | -298-1.99% | Reduce |
 CLOUDFLARE INCNET |
| 0.68% | 0.88% | $5.5M | 22,318 | $5.4M | 25,962 | -3,644-14.04% | Reduce |
 WALMART INCWMT |
| 0.67% | 0.98% | $5.4M | 48,065 | $6.0M | 47,920 | +145+0.30% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 0.67% | — | $5.4M | 73,335 | $0 | 0 | +73,335 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.67% | 0.67% | $5.4M | 19,126 | $4.1M | 16,893 | +2,233+13.22% | Add |
| GGLOBAL X FDSXYLD |
| 0.66% | 0.85% | $5.3M | 130,376 | $5.2M | 132,201 | -1,825-1.38% | Reduce |
 ALTRIA GROUP INCMO |
| 0.62% | 0.64% | $5.0M | 69,570 | $3.9M | 58,828 | +10,742+18.26% | Add |
 NEBIUS GROUP N VNBIS |
| 0.61% | 0.47% | $5.0M | 17,936 | $2.9M | 27,662 | -9,726-35.16% | Reduce |
| NNEOS ETF TRUSTSPYI |
| 0.54% | 0.65% | $4.4M | 82,075 | $3.9M | 79,695 | +2,380+2.99% | Add |
| NNEOS ETF TRUSTQQQI |
| 0.48% | 0.53% | $3.9M | 68,557 | $3.3M | 65,462 | +3,095+4.73% | Add |
| KKURV ETF TRKQQQ |
| 0.46% | 0.44% | $3.7M | 122,939 | $2.7M | 109,878 | +13,061+11.89% | Add |
 HOME DEPOT INCHD |
| 0.46% | 0.43% | $3.7M | 10,539 | $2.6M | 7,920 | +2,619+33.07% | Add |
