 NVIDIA CORPORATIONNVDA |
| 5.71% | 5.68% | $21.3M | 106,363 | $18.6M | 106,536 | -173-0.16% | Reduce |
 APPLE INCAAPL |
| 5.35% | 5.47% | $19.9M | 68,795 | $17.9M | 70,521 | -1,726-2.45% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 4.82% | 6.36% | $18.0M | 74,010 | $20.8M | 74,070 | -60-0.08% | Reduce |
 ALPHABET INCGOOGL |
| 4.73% | 4.34% | $17.6M | 49,338 | $14.2M | 49,402 | -64-0.13% | Reduce |
 AMAZON COM INCAMZN |
| 3.5% | 3.62% | $13.0M | 54,717 | $11.9M | 56,922 | -2,205-3.87% | Reduce |
 ELI LILLY & COLLY |
| 3.11% | 2.72% | $11.6M | 9,641 | $8.9M | 9,686 | -45-0.46% | Reduce |
 MICROSOFT CORPMSFT |
| 2.78% | 3.41% | $10.3M | 27,745 | $11.1M | 30,112 | -2,367-7.86% | Reduce |
 PALO ALTOPANW |
| 2.01% | 1.09% | $7.5M | 21,952 | $3.6M | 22,297 | -345-1.55% | Reduce |
 VISA INCV |
| 1.91% | 1.92% | $7.1M | 20,779 | $6.3M | 20,794 | -15-0.07% | Reduce |
| FFIDELITY MERRIMACK STR TRFLDB |
| 1.87% | 2.13% | $7.0M | 138,723 | $7.0M | 138,723 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 1.64% | 1.83% | $6.1M | 32,260 | $6.0M | 31,032 | +1,228+3.96% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.6% | 0.71% | $6.0M | 5,173 | $2.3M | 6,846 | -1,673-24.44% | Reduce |
 ABBVIE INCABBV |
| 1.54% | 0.65% | $5.8M | 22,863 | $2.1M | 9,769 | +13,094+134.04% | Add |
| IISHARES COREIJR |
| 1.49% | 1.21% | $5.5M | 37,313 | $4.0M | 31,836 | +5,477+17.20% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.42% | 1.39% | $5.3M | 18,750 | $4.6M | 18,816 | -66-0.35% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.32% | 1.19% | $4.9M | 6,673 | $3.9M | 6,749 | -76-1.13% | Reduce |
| IISHARES RUSSELLIWM |
| 1.29% | 1.22% | $4.8M | 15,994 | $4.0M | 16,050 | -56-0.35% | Reduce |
 CME GROUP INCCME |
| 1.14% | 1.58% | $4.2M | 19,222 | $5.2M | 17,486 | +1,736+9.93% | Add |
 GENERAC HLDGS INCGNRC |
| 1.08% | 0.82% | $4.0M | 13,730 | $2.7M | 13,760 | -30-0.22% | Reduce |
 DOVER CORPDOV |
| 1.04% | 1.1% | $3.9M | 17,216 | $3.6M | 17,216 | 00.00% | Unchanged |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 1.02% | 1.05% | $3.8M | 112,975 | $3.4M | 108,920 | +4,055+3.72% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.01% | 1.08% | $3.8M | 5,052 | $3.5M | 5,439 | -387-7.12% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.99% | 0.82% | $3.7M | 11,061 | $2.7M | 10,706 | +355+3.32% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.97% | 0.86% | $3.6M | 16,659 | $2.8M | 14,338 | +2,321+16.19% | Add |
 ARISTA NETWORKS INCANET |
| 0.97% | 0.75% | $3.6M | 21,270 | $2.4M | 19,945 | +1,325+6.64% | Add |
 APPLIED MATLS INCAMAT |
| 0.94% | 0.52% | $3.5M | 4,828 | $1.7M | 4,984 | -156-3.13% | Reduce |
| FFIDELITY MERRIMACK STR TRFBND |
| 0.91% | 0.81% | $3.4M | 74,753 | $2.6M | 57,944 | +16,809+29.01% | Add |
 JPMORGAN CHASE & COJPM |
| 0.91% | 0.93% | $3.4M | 10,378 | $3.1M | 10,378 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.86% | 0.52% | $3.2M | 4,201 | $1.7M | 4,335 | -134-3.09% | Reduce |
 HOME DEPOT INCHD |
| 0.85% | 1.39% | $3.2M | 9,028 | $4.5M | 13,790 | -4,762-34.53% | Reduce |
| IISHARES TREEM |
| 0.84% | 0.8% | $3.1M | 45,713 | $2.6M | 46,189 | -476-1.03% | Reduce |
 BROADCOM INCAVGO |
| 0.84% | 0.86% | $3.1M | 8,277 | $2.8M | 9,107 | -830-9.11% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.83% | 0.79% | $3.1M | 4,474 | $2.6M | 4,320 | +154+3.56% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.79% | 0.86% | $3.0M | 47,076 | $2.8M | 47,749 | -673-1.41% | Reduce |
 BLACKROCK INC COMBLK |
| 0.77% | 0.87% | $2.9M | 2,974 | $2.9M | 2,974 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.76% | 0.74% | $2.8M | 49,675 | $2.4M | 49,675 | 00.00% | Unchanged |
 TD SYNNEX CORPORATIONSNX |
| 0.75% | 0.4% | $2.8M | 10,400 | $1.3M | 7,715 | +2,685+34.80% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.7% | 0.71% | $2.6M | 2,573 | $2.3M | 2,728 | -155-5.68% | Reduce |
 INVESCO LTDIVZ |
| 0.68% | 0.73% | $2.6M | 96,651 | $2.4M | 98,144 | -1,493-1.52% | Reduce |
 AMGEN INC COMAMGN |
| 0.65% | 0.41% | $2.4M | 6,712 | $1.3M | 3,833 | +2,879+75.11% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.64% | 0.24% | $2.4M | 8,035 | $795,867 | 8,035 | 00.00% | Unchanged |
 FIRST SOLAR INC COMFSLR |
| 0.62% | 0.61% | $2.3M | 9,760 | $2.0M | 10,070 | -310-3.08% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.61% | 0.68% | $2.3M | 18,382 | $2.2M | 14,095 | +4,287+30.42% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.6% | 0.77% | $2.2M | 69,978 | $2.5M | 75,562 | -5,584-7.39% | Reduce |
 NETFLIX INCNFLX |
| 0.59% | 0.7% | $2.2M | 30,720 | $2.3M | 23,879 | +6,841+28.65% | Add |
 ITT INCITT |
| 0.58% | 0.31% | $2.2M | 10,930 | $1.0M | 5,265 | +5,665+107.60% | Add |
| VVANGUARD FTSEVEA |
| 0.57% | 0.57% | $2.1M | 29,877 | $1.9M | 29,047 | +830+2.86% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.57% | 0.66% | $2.1M | 8,341 | $2.2M | 8,834 | -493-5.58% | Reduce |
 META PLATFORMS INCMETA |
| 0.56% | 0.77% | $2.1M | 3,692 | $2.5M | 4,409 | -717-16.26% | Reduce |
| SSTATE STREETSPYM |
| 0.54% | 0.54% | $2.0M | 22,986 | $1.8M | 22,985 | +1+0.00% | Add |
