 MICRON TECHNOLOGY INCMU |
| 5.74% | 3.22% | $438.0M | 487,488 | $152.1M | 450,090 | +37,398+8.31% | Add |
 VANECK ETF TRUSTSMH |
| 4.39% | 4.88% | $335.0M | 602,006 | $230.8M | 602,006 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 4.24% | 3.31% | $323.3M | 1.6M | $156.4M | 896,941 | +719,014+80.16% | Add |
 META PLATFORMS INCMETA |
| 3.97% | 5.03% | $302.9M | 488,594 | $237.6M | 415,272 | +73,322+17.66% | Add |
 APPLE INCAAPL |
| 3.9% | 2.91% | $297.4M | 1.0M | $137.7M | 542,517 | +485,166+89.43% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 3.27% | 5.6% | $249.2M | 4.3M | $264.7M | 4.3M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.42% | 2.04% | $184.2M | 493,806 | $96.5M | 260,621 | +233,185+89.47% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.4% | 3.22% | $183.3M | 263,622 | $152.2M | 263,622 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 2.17% | 1.12% | $165.8M | 314,766 | $53.0M | 260,735 | +54,031+20.72% | Add |
| VVANGUARD INDEX FDSVTV |
| 2.16% | 3.14% | $164.9M | 756,686 | $148.5M | 756,686 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.12% | 1.57% | $161.5M | 677,520 | $74.0M | 355,129 | +322,391+90.78% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 2.08% | 3.71% | $158.7M | 1.2M | $175.3M | 1.2M | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.05% | 2.89% | $156.5M | 210,000 | $136.6M | 210,000 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 1.96% | 2.4% | $149.6M | 851,762 | $113.2M | 851,762 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.91% | 1.31% | $145.6M | 407,542 | $61.8M | 214,814 | +192,728+89.72% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.84% | 3.01% | $140.0M | 3.1M | $142.2M | 3.1M | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.56% | 1.09% | $118.9M | 314,856 | $51.5M | 166,256 | +148,600+89.38% | Add |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.09% | $114.3M | 323,561 | $51.5M | 179,621 | +143,940+80.14% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.27% | 1.79% | $96.6M | 1.7M | $84.8M | 1.7M | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.09% | 0.82% | $82.9M | 197,003 | $38.8M | 104,346 | +92,657+88.80% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 1.08% | 1.67% | $82.1M | 963,581 | $79.0M | 963,581 | 00.00% | Unchanged |
 COCA COLA COKO |
| 1.05% | 1.38% | $79.8M | 979,534 | $65.3M | 859,212 | +120,322+14.00% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.01% | 1.15% | $76.7M | 302,628 | $54.5M | 222,955 | +79,673+35.74% | Add |
 ELI LILLY & COLLY |
| 0.88% | 0.58% | $67.4M | 56,217 | $27.3M | 29,661 | +26,556+89.53% | Add |
 FORTINET INCFTNT |
| 0.88% | 0.68% | $66.8M | 415,242 | $32.2M | 394,549 | +20,693+5.24% | Add |
 JPMORGAN CHASE & COJPM |
| 0.81% | 0.63% | $61.5M | 187,756 | $29.6M | 100,482 | +87,274+86.86% | Add |
 NETFLIX INCNFLX |
| 0.74% | 1.37% | $56.7M | 811,207 | $64.7M | 672,854 | +138,353+20.56% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 0.74% | 0.94% | $56.5M | 1.0M | $44.6M | 986,604 | +27,019+2.74% | Add |
 MERCK & CO INCMRK |
| 0.74% | 0.91% | $56.3M | 440,465 | $43.2M | 359,011 | +81,454+22.69% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.73% | 0.6% | $56.0M | 121,949 | $28.4M | 58,663 | +63,286+107.88% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.72% | 1.15% | $54.9M | 1.4M | $54.4M | 1.4M | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.69% | 0.72% | $52.6M | 300,500 | $34.1M | 265,047 | +35,453+13.38% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.51% | $48.7M | 97,351 | $24.3M | 50,772 | +46,579+91.74% | Add |
 NEBIUS GROUP N VNBIS |
| 0.61% | 0.18% | $46.3M | 167,819 | $8.3M | 79,923 | +87,896+109.98% | Add |
| IISHARES TRIWD |
| 0.58% | 0.81% | $44.2M | 178,016 | $38.0M | 178,016 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.56% | 0.16% | $42.9M | 307,538 | $7.4M | 166,815 | +140,723+84.36% | Add |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.55% | — | $42.2M | 490,410 | $0 | 0 | +490,410 | New Buy |
 VISA INCV |
| 0.53% | 0.4% | $40.4M | 117,677 | $18.8M | 62,224 | +55,453+89.12% | Add |
| AAT&T INCT |
| 0.53% | 1% | $40.3M | 1.9M | $47.2M | 1.6M | +227,071+13.94% | Add |
 APPLIED MATLS INCAMAT |
| 0.53% | 0.21% | $40.2M | 55,553 | $10.0M | 29,268 | +26,285+89.81% | Add |
 EXXON MOBIL CORPXOM |
| 0.52% | 0.56% | $39.8M | 290,960 | $26.4M | 155,660 | +135,300+86.92% | Add |
 MCDONALDS CORPMCD |
| 0.51% | 0.8% | $38.9M | 144,728 | $37.7M | 121,286 | +23,442+19.33% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.5% | 0.89% | $38.5M | 334,566 | $42.0M | 334,566 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.5% | 0.21% | $37.9M | 87,414 | $9.9M | 46,362 | +41,052+88.55% | Add |
 WALMART INCWMT |
| 0.46% | 0.43% | $34.8M | 306,938 | $20.1M | 161,803 | +145,135+89.70% | Add |
 CVS HEALTH CORPCVS |
| 0.45% | 0.43% | $34.5M | 324,060 | $20.2M | 281,861 | +42,199+14.97% | Add |
 CISCO SYS INCCSCO |
| 0.43% | 0.24% | $32.5M | 276,493 | $11.3M | 145,839 | +130,654+89.59% | Add |
| CCIGNA GROUPLIBD |
| 0.43% | 0.6% | $32.5M | 115,702 | $28.6M | 107,106 | +8,596+8.03% | Add |
| IISHARES TRMCHI |
| 0.42% | 0.71% | $31.8M | 600,000 | $33.7M | 600,000 | 00.00% | Unchanged |
| IISHARES SILVER TRSLV |
| 0.41% | 0.9% | $31.6M | 621,400 | $42.3M | 621,400 | 00.00% | Unchanged |
