 NVIDIA CORPORATIONNVDA |
| 5.45% | 5.02% | $6.16B | 33.6M | $4.79B | 27.4M | +6.2M+22.56% | Add |
| SSTATE STREETSPYM |
| 3.59% | 1.59% | $4.06B | 46.2M | $1.52B | 19.8M | +26.4M+132.97% | Add |
 APPLE INCAAPL |
| 3.53% | 3.67% | $4.00B | 15.3M | $3.50B | 13.8M | +1.5M+10.71% | Add |
| IISHARES TRIVV |
| 3.17% | 0.67% | $3.59B | 4.8M | $641.4M | 981,961 | +3.8M+388.42% | Add |
 MICROSOFT CORPMSFT |
| 3.04% | 3.28% | $3.44B | 9.3M | $3.13B | 8.4M | +816,588+9.67% | Add |
 AMAZON COM INCAMZN |
| 2.26% | 2.09% | $2.56B | 11.7M | $2.00B | 9.6M | +2.1M+22.21% | Add |
 ALPHABET INCGOOGL |
| 2.15% | 2.49% | $2.44B | 8.1M | $2.38B | 8.3M | -139,572-1.69% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.71% | 0.61% | $1.94B | 1.7M | $582.2M | 1.7M | -42,474-2.46% | Reduce |
| VVENTURE GLOBAL INC CLASS AVG |
| 1.69% | 4.15% | $1.92B | 172.3M | $3.96B | 251.3M | -79.1M-31.46% | Reduce |
 META PLATFORMS INCMETA |
| 1.34% | 1.35% | $1.52B | 2.7M | $1.28B | 2.2M | +429,047+19.11% | Add |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.44% | $1.50B | 5.0M | $1.37B | 4.8M | +254,860+5.33% | Add |
 BROADCOM INCAVGO |
| 1.22% | 1.21% | $1.38B | 4.2M | $1.15B | 3.7M | +478,458+12.83% | Add |
 ASTRAZENECA PLCAZN |
| 1.17% | 1.33% | $1.32B | 6.8M | $1.26B | 6.5M | +300,229+4.60% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.51% | $1.26B | 5.1M | $1.44B | 5.9M | -792,363-13.43% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.95% | 1.05% | $1.07B | 3.6M | $1.00B | 3.4M | +162,417+4.76% | Add |
 CISCO SYS INCCSCO |
| 0.82% | 0.76% | $933.0M | 9.1M | $721.7M | 9.3M | -157,577-1.69% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.78% | 0.7% | $885.7M | 2.0M | $665.6M | 1.9M | +41,034+2.11% | Add |
 VICI PPTYS INC COMVICI |
| 0.74% | 0.89% | $836.1M | 31.3M | $845.8M | 31.0M | +313,204+1.01% | Add |
| IISHARES TREEM |
| 0.73% | 0.69% | $829.7M | 12.2M | $659.0M | 11.6M | +550,095+4.74% | Add |
 LAM RESEARCH CORPLRCX |
| 0.72% | 0.7% | $810.2M | 3.0M | $669.6M | 3.1M | -127,410-4.07% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.68% | 0.8% | $772.4M | 1.5M | $765.7M | 1.5M | +6,867+0.45% | Add |
| IISHARES RUSSELLIWM |
| 0.67% | 0.71% | $756.1M | 2.5M | $673.8M | 2.7M | -200,300-7.37% | Reduce |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.66% | 0.79% | $747.9M | 8.1M | $752.4M | 8.1M | -10,716-0.13% | Reduce |
 TJX COS INC NEWTJX |
| 0.65% | 0.71% | $734.4M | 4.7M | $676.7M | 4.2M | +420,903+9.93% | Add |
 TESLA INCTSLA |
| 0.61% | 0.65% | $692.0M | 1.8M | $616.5M | 1.7M | +141,560+8.54% | Add |
| IINVESCO QQQ TRVOO |
| 0.61% | 0.57% | $686.3M | 948,416 | $546.3M | 946,416 | +2,000+0.21% | Add |
| AAT&T INCT |
| 0.57% | 0.69% | $647.9M | 24.1M | $655.7M | 22.6M | +1.5M+6.64% | Add |
 ELI LILLY & COLLY |
| 0.53% | 0.59% | $596.2M | 607,397 | $560.5M | 609,364 | -1,967-0.32% | Reduce |
 NETFLIX INCNFLX |
| 0.45% | 0.52% | $513.3M | 5.6M | $494.2M | 5.1M | +444,017+8.64% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.44% | 0.51% | $503.1M | 3.6M | $490.6M | 3.4M | +205,815+6.14% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.44% | 0.45% | $494.7M | 8.5M | $429.4M | 7.1M | +1.4M+20.09% | Add |
 MERCK & CO INCMRK |
| 0.44% | 0.54% | $493.7M | 4.1M | $511.0M | 4.2M | -183,947-4.33% | Reduce |
| QQUALCOMM INCQCOM |
| 0.44% | 0.51% | $493.5M | 3.5M | $487.2M | 3.8M | -285,252-7.54% | Reduce |
| PPIMCO ETF TRPMBS |
| 0.43% | 0.43% | $481.2M | 9.7M | $413.3M | 8.3M | +1.4M+16.95% | Add |
 ROSS STORES INC COMROST |
| 0.42% | 0.46% | $476.3M | 2.2M | $442.8M | 2.0M | +161,879+7.92% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.42% | 0.47% | $473.0M | 970,659 | $451.0M | 941,089 | +29,570+3.14% | Add |
 MORGAN STANLEYMS |
| 0.41% | 0.47% | $467.8M | 2.7M | $448.4M | 2.7M | -30,251-1.11% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.39% | 0.46% | $445.2M | 4.4M | $442.8M | 4.3M | +58,462+1.36% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.39% | 0.42% | $441.1M | 1.3M | $403.3M | 1.2M | +71,700+6.01% | Add |
 ABBVIE INCABBV |
| 0.39% | 0.37% | $436.7M | 1.8M | $349.8M | 1.6M | +231,639+14.40% | Add |
 CUMMINS INCCMI |
| 0.38% | 0.4% | $428.6M | 748,171 | $380.5M | 707,158 | +41,013+5.80% | Add |
 VISA INCV |
| 0.36% | 0.41% | $410.5M | 1.3M | $391.3M | 1.3M | +20,080+1.55% | Add |
 MARATHON PETE CORPMPC |
| 0.36% | 0.45% | $409.9M | 1.6M | $425.1M | 1.7M | -135,363-7.78% | Reduce |
 AMPHENOL CORPAPH |
| 0.36% | 0.37% | $409.6M | 3.1M | $349.5M | 2.8M | +304,441+11.01% | Add |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.36% | 0.42% | $403.6M | 1.9M | $401.2M | 1.9M | +21,140+1.10% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.35% | 0.47% | $392.9M | 3.0M | $448.6M | 3.2M | -209,343-6.50% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.35% | 0.44% | $391.6M | 1.5M | $415.5M | 1.7M | -174,837-10.40% | Reduce |
 TARGET CORP COMTGT |
| 0.34% | 0.34% | $388.2M | 3.1M | $324.2M | 2.7M | +413,000+15.44% | Add |
 WALMART INCWMT |
| 0.34% | 0.35% | $382.3M | 3.2M | $335.0M | 2.7M | +493,715+18.32% | Add |
 ADOBE INC COMADBE |
| 0.34% | 0.27% | $381.9M | 1.7M | $255.5M | 1.1M | +677,969+64.49% | Add |
