| IISHARES TRIVV |
| 23.65% | 17.1% | $29.96B | 40.0M | $17.17B | 26.3M | +13.7M+52.23% | Add |
| SSTATE STREETSPYM |
| 3.25% | 3.78% | $4.12B | 46.9M | $3.80B | 49.7M | -2.8M-5.60% | Reduce |
 APPLE INCAAPL |
| 2.17% | 2.18% | $2.75B | 9.5M | $2.19B | 8.6M | +852,404+9.86% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.9% | 0.92% | $2.41B | 4.1M | $927.1M | 4.6M | -414,576-9.10% | Reduce |
 AMAZON COM INCAMZN |
| 1.82% | 1.86% | $2.31B | 9.7M | $1.87B | 9.0M | +741,656+8.28% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.44% | 2.41% | $1.82B | 9.1M | $2.42B | 13.9M | -4.8M-34.35% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.41% | 0.35% | $1.78B | 1.5M | $347.4M | 1.0M | +514,882+50.07% | Add |
 MICROSOFT CORPMSFT |
| 1.21% | 1.48% | $1.53B | 4.1M | $1.48B | 4.0M | +108,833+2.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | 0.26% | $1.10B | 1.2M | $263.4M | 264,341 | +910,425+344.41% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.86% | $1.06B | 2.2M | $861.2M | 2.5M | -338,881-13.30% | Reduce |
 MORGAN STANLEYMS |
| 0.77% | 0.69% | $971.8M | 4.6M | $690.7M | 4.2M | +451,578+10.76% | Add |
 TESLA INCTSLA |
| 0.76% | 0.78% | $956.8M | 2.3M | $786.8M | 2.1M | +158,387+7.48% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.64% | 0.41% | $807.4M | 1.9M | $409.5M | 1.5M | +429,312+28.37% | Add |
 ALPHABET INCGOOGL |
| 0.62% | 0.91% | $790.2M | 2.2M | $914.4M | 3.2M | -968,751-30.46% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.6% | 0.76% | $766.4M | 2.3M | $767.2M | 2.5M | -203,553-8.07% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.6% | 0.58% | $759.3M | 3.0M | $581.3M | 2.4M | +611,715+25.72% | Add |
 ABBVIE INCABBV |
| 0.59% | <0.01% | $752.5M | 3.0M | $230,757 | 1,061 | +3.0M+281,757.87% | Add |
| BBANK OF AMER CORPBAC |
| 0.56% | 0.11% | $711.5M | 12.5M | $107.3M | 2.2M | +10.3M+467.47% | Add |
 COCA COLA COKO |
| 0.53% | 0.42% | $669.7M | 8.2M | $425.4M | 5.6M | +2.6M+47.31% | Add |
 VANECK ETF TRUSTSMH |
| 0.52% | 0.23% | $664.2M | 1.0M | $228.8M | 596,757 | +415,914+69.70% | Add |
 JPMORGAN CHASE & COJPM |
| 0.51% | 0.01% | $650.0M | 2.0M | $6.3M | 21,280 | +2.0M+9,231.16% | Add |
 BROADCOM INCAVGO |
| 0.48% | 0.79% | $610.2M | 1.6M | $788.4M | 2.5M | -931,751-36.58% | Reduce |
 META PLATFORMS INCMETA |
| 0.43% | 0.57% | $540.3M | 959,152 | $574.3M | 1.0M | -44,616-4.44% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.4% | 0.07% | $511.7M | 3.7M | $68.2M | 401,900 | +3.3M+831.20% | Add |
 ABBOTT LABORATORIESABT |
| 0.4% | 0.21% | $503.1M | 5.5M | $206.5M | 2.0M | +3.5M+175.69% | Add |
 CME GROUP INCCME |
| 0.39% | 0.24% | $495.0M | 2.2M | $237.6M | 804,418 | +1.4M+178.64% | Add |
| QQUALCOMM INCQCOM |
| 0.39% | 0.04% | $492.3M | 2.7M | $35.4M | 275,199 | +2.4M+868.09% | Add |
 BLOOM ENERGY CORPBE |
| 0.39% | 0.14% | $490.1M | 1.6M | $139.8M | 1.0M | +587,318+56.93% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.38% | — | $486.5M | 759,300 | $0 | 0 | +759,300 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.38% | 0.06% | $483.4M | 1.4M | $61.7M | 204,043 | +1.2M+600.42% | Add |
 APPLIED MATLS INCAMAT |
| 0.38% | 0.39% | $480.7M | 664,856 | $386.6M | 1.1M | -466,336-41.23% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.38% | 0.03% | $480.6M | 1.6M | $28.2M | 145,322 | +1.5M+1,009.51% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.38% | 0.11% | $480.2M | 1.7M | $105.7M | 436,072 | +1.3M+291.60% | Add |
| SSANDISK CORP COMSNDK |
| 0.38% | 0.36% | $475.7M | 209,217 | $358.7M | 564,586 | -355,369-62.94% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 0.37% | 0.19% | $475.0M | 2.0M | $190.0M | 814,697 | +1.2M+145.66% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.37% | 0.08% | $470.5M | 35.4M | $80.2M | 10.0M | +25.5M+255.17% | Add |
 INTEL CORPINTC |
| 0.36% | 0.39% | $458.0M | 3.3M | $393.5M | 8.9M | -5.6M-63.21% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.36% | 0.32% | $455.7M | 618,800 | $322.8M | 559,321 | +59,479+10.63% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.35% | 0.16% | $438.3M | 586,948 | $162.8M | 250,300 | +336,648+134.50% | Add |
 CISCO SYS INCCSCO |
| 0.34% | 0.03% | $426.1M | 3.6M | $31.3M | 403,602 | +3.2M+798.86% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.33% | 0.07% | $422.6M | 4.4M | $75.2M | 1.0M | +3.4M+323.56% | Add |
 CHEVRON CORPORATIONCVX |
| 0.33% | 0.86% | $420.3M | 2.5M | $863.7M | 4.2M | -1.6M-39.27% | Reduce |
 ELI LILLY & COLLY |
| 0.32% | 0.61% | $407.7M | 339,937 | $608.2M | 661,274 | -321,337-48.59% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.32% | 0.21% | $401.8M | 5.6M | $208.5M | 2.9M | +2.7M+92.07% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.31% | 0.1% | $396.8M | 1.8M | $96.1M | 473,104 | +1.3M+274.47% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.31% | 0.51% | $392.5M | 3.4M | $516.0M | 3.5M | -163,212-4.63% | Reduce |
 CORNING INCGLW |
| 0.31% | 0.25% | $391.9M | 1.5M | $249.5M | 1.8M | -301,081-16.41% | Reduce |
 NETFLIX INCNFLX |
| 0.3% | 0.53% | $378.4M | 5.3M | $528.8M | 5.5M | -199,995-3.64% | Reduce |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.3% | 0.22% | $377.6M | 4.6M | $224.7M | 5.1M | -469,852-9.30% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.29% | 0.11% | $370.5M | 3.4M | $111.2M | 1.1M | +2.3M+204.99% | Add |
