| IINVESCO QQQ TRVOO |
| 7.77% | 7.34% | $60.3M | 81,924 | $47.4M | 82,192 | -268-0.33% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.22% | 6.54% | $48.3M | 241,466 | $42.3M | 242,385 | -919-0.38% | Reduce |
 APPLE INCAAPL |
| 4.58% | 4.61% | $35.6M | 122,859 | $29.8M | 117,454 | +5,405+4.60% | Add |
 AMAZON COM INCAMZN |
| 4.05% | 4.21% | $31.5M | 132,018 | $27.2M | 130,716 | +1,302+1.00% | Add |
 ELI LILLY & COLLY |
| 3.97% | 3.65% | $30.8M | 25,670 | $23.6M | 25,631 | +39+0.15% | Add |
| IISHARES COREIJR |
| 3.91% | 3.94% | $30.4M | 204,841 | $25.5M | 204,747 | +94+0.05% | Add |
 MICROSOFT CORPMSFT |
| 3.45% | 4.14% | $26.8M | 71,847 | $26.8M | 72,317 | -470-0.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.44% | 3.33% | $26.7M | 75,604 | $21.5M | 74,972 | +632+0.84% | Add |
 CATERPILLAR INCCAT |
| 3.43% | 2.77% | $26.6M | 25,019 | $17.9M | 25,236 | -217-0.86% | Reduce |
| IISHARES COREIJH |
| 3.26% | 3.41% | $25.3M | 327,722 | $22.1M | 326,526 | +1,196+0.37% | Add |
 PALO ALTOPANW |
| 3.1% | 1.75% | $24.0M | 70,502 | $11.3M | 70,536 | -34-0.05% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.7% | 2.87% | $21.0M | 28,056 | $18.6M | 28,545 | -489-1.71% | Reduce |
| IISHARES TRIVV |
| 2.57% | 2.69% | $19.9M | 26,620 | $17.4M | 26,611 | +9+0.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.42% | 1% | $18.8M | 32,340 | $6.4M | 31,682 | +658+2.08% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.38% | 1.36% | $18.5M | 24,241 | $8.8M | 22,567 | +1,674+7.42% | Add |
 LAM RESEARCH CORPLRCX |
| 2.32% | 1.34% | $18.0M | 41,475 | $8.6M | 40,373 | +1,102+2.73% | Add |
 BROADCOM INCAVGO |
| 2.3% | 2.24% | $17.9M | 47,362 | $14.5M | 46,815 | +547+1.17% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.07% | 2.68% | $16.1M | 17,213 | $17.3M | 17,396 | -183-1.05% | Reduce |
 META PLATFORMS INCMETA |
| 1.76% | 2.07% | $13.7M | 24,284 | $13.4M | 23,371 | +913+3.91% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.71% | 1.73% | $13.2M | 13,098 | $11.2M | 13,229 | -131-0.99% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.64% | 1.75% | $12.8M | 18,137 | $11.3M | 18,311 | -174-0.95% | Reduce |
 MORGAN STANLEYMS |
| 1.59% | 1.52% | $12.4M | 59,132 | $9.8M | 59,570 | -438-0.74% | Reduce |
 ABBVIE INCABBV |
| 1.34% | 1.37% | $10.4M | 41,305 | $8.9M | 40,702 | +603+1.48% | Add |
 VERTIV HOLDINGS COVRT |
| 1.3% | 1.11% | $10.1M | 30,126 | $7.2M | 28,650 | +1,476+5.15% | Add |
 EATON CORP PLCETN |
| 1.26% | 1.23% | $9.8M | 22,963 | $7.9M | 22,156 | +807+3.64% | Add |
 VISA INCV |
| 1.23% | 1.29% | $9.5M | 27,732 | $8.3M | 27,560 | +172+0.62% | Add |
 JPMORGAN CHASE & COJPM |
| 1.2% | 1.29% | $9.3M | 28,433 | $8.3M | 28,323 | +110+0.39% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.1% | 1.29% | $8.5M | 118,331 | $8.3M | 115,844 | +2,487+2.15% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.07% | 1.16% | $8.3M | 16,745 | $7.5M | 16,757 | -12-0.07% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.05% | 1.56% | $8.1M | 69,647 | $10.0M | 68,691 | +956+1.39% | Add |
 HOME DEPOT INCHD |
| 0.96% | 1.07% | $7.4M | 21,124 | $6.9M | 21,043 | +81+0.38% | Add |
 TJX COS INC NEWTJX |
| 0.92% | 1.16% | $7.1M | 47,180 | $7.5M | 47,124 | +56+0.12% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.87% | 1.11% | $6.7M | 9 | $7.2M | 10 | -1-10.00% | Reduce |
 WALMART INCWMT |
| 0.8% | 1.06% | $6.2M | 54,772 | $6.9M | 55,272 | -500-0.90% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.78% | 0.91% | $6.0M | 12,002 | $5.9M | 12,018 | -16-0.13% | Reduce |
 AMGEN INC COMAMGN |
| 0.77% | 0.87% | $6.0M | 16,502 | $5.6M | 15,992 | +510+3.19% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.76% | 1.05% | $5.9M | 14,831 | $6.8M | 14,746 | +85+0.58% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.74% | 1.06% | $5.7M | 11,274 | $6.8M | 11,309 | -35-0.31% | Reduce |
 BLACKROCK INC COMBLK |
| 0.73% | 0.87% | $5.7M | 5,900 | $5.6M | 5,815 | +85+1.46% | Add |
 CORNING INCGLW |
| 0.72% | — | $5.6M | 21,840 | $0 | 0 | +21,840 | New Buy |
 ALPHABET INCGOOGL |
| 0.7% | 0.67% | $5.4M | 15,100 | $4.3M | 15,012 | +88+0.59% | Add |
 ORACLE CORPORCL |
| 0.64% | 0.76% | $5.0M | 33,833 | $4.9M | 33,197 | +636+1.92% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.61% | 0.87% | $4.8M | 16,416 | $5.6M | 16,348 | +68+0.42% | Add |
| IISHARES RUSSELLIWM |
| 0.56% | 0.56% | $4.4M | 14,568 | $3.6M | 14,622 | -54-0.37% | Reduce |
 NETFLIX INCNFLX |
| 0.54% | 0.83% | $4.2M | 58,922 | $5.4M | 55,890 | +3,032+5.42% | Add |
 SERVICENOW INCNOW |
| 0.52% | 0.68% | $4.1M | 40,819 | $4.4M | 41,764 | -945-2.26% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.51% | 0.4% | $3.9M | 39,360 | $2.6M | 37,585 | +1,775+4.72% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.5% | 0.42% | $3.8M | 20,187 | $2.7M | 20,187 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 0.43% | 0.02% | $3.4M | 19,732 | $117,624 | 958 | +18,774+1,959.71% | Add |
 STARBUCKS CORPSBUX |
| 0.42% | 0.44% | $3.2M | 31,742 | $2.8M | 31,572 | +170+0.54% | Add |
