 MICRON TECHNOLOGY INCMU |
| 1.69% | 1.15% | $1.82B | 1.6M | $1.04B | 3.1M | -1.5M-48.65% | Reduce |
 MICROSOFT CORPMSFT |
| 1.42% | 1.9% | $1.53B | 4.1M | $1.71B | 4.6M | -524,539-11.33% | Reduce |
 APPLE INCAAPL |
| 1.36% | 2.18% | $1.46B | 5.1M | $1.96B | 7.7M | -2.7M-34.55% | Reduce |
 AMAZON COM INCAMZN |
| 1.33% | 1.11% | $1.43B | 6.0M | $996.6M | 4.8M | +1.2M+25.40% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.22% | 1.48% | $1.32B | 6.6M | $1.33B | 7.6M | -1.1M-13.94% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.01% | 0.35% | $1.09B | 1.9M | $310.9M | 1.5M | +352,801+23.09% | Add |
| IINVESCO QQQ TRVOO |
| 0.95% | 0.23% | $1.02B | 1.4M | $208.1M | 360,600 | +1.0M+285.46% | Add |
 CHEVRON CORPORATIONCVX |
| 0.93% | 0.55% | $1.00B | 6.1M | $491.8M | 2.4M | +3.7M+154.86% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.92% | — | $987.7M | 1.3M | $0 | 0 | +1.3M | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.88% | 0.95% | $946.3M | 2.9M | $851.4M | 2.9M | -3,550-0.12% | Reduce |
 INTEL CORPINTC |
| 0.88% | 0.17% | $944.9M | 6.8M | $156.0M | 3.5M | +3.2M+91.49% | Add |
| SSANDISK CORP COMSNDK |
| 0.87% | 0.6% | $931.4M | 409,650 | $536.4M | 844,249 | -434,599-51.48% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.78% | 0.38% | $839.5M | 2.0M | $339.5M | 1.3M | +765,037+60.97% | Add |
| AAlphabet Inc Class CGOOG |
| 0.74% | 1.23% | $795.5M | 2.3M | $1.10B | 3.8M | -1.6M-41.41% | Reduce |
 ALPHABET INCGOOGL |
| 0.71% | 1.47% | $768.1M | 2.1M | $1.32B | 4.6M | -2.5M-53.28% | Reduce |
 SALESFORCE INCCRM |
| 0.7% | 0.28% | $753.1M | 4.8M | $248.6M | 1.3M | +3.5M+260.97% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.68% | 0.15% | $728.9M | 720,663 | $139.0M | 164,330 | +556,333+338.55% | Add |
 EXXON MOBIL CORPXOM |
| 0.66% | 0.27% | $712.7M | 5.2M | $240.7M | 1.4M | +3.8M+267.44% | Add |
 WELLS FARGO CO NEWWFC |
| 0.65% | 0.36% | $698.8M | 8.5M | $325.0M | 4.1M | +4.4M+107.13% | Add |
| CCITIGROUP INCC |
| 0.63% | 0.54% | $675.4M | 4.8M | $488.4M | 4.3M | +518,506+12.04% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.59% | 0.04% | $633.2M | 991,429 | $39.1M | 144,700 | +846,729+585.16% | Add |
 ELI LILLY & COLLY |
| 0.59% | 0.97% | $631.0M | 526,098 | $874.4M | 950,682 | -424,584-44.66% | Reduce |
 WARNER BROS DISCOVERY INCWBD |
| 0.56% | 0.5% | $600.4M | 22.5M | $449.9M | 16.4M | +6.1M+37.47% | Add |
 ORACLE CORPORCL |
| 0.55% | 0.31% | $589.6M | 4.0M | $277.9M | 1.9M | +2.1M+112.99% | Add |
 LAM RESEARCH CORPLRCX |
| 0.53% | 0.37% | $571.5M | 1.3M | $336.0M | 1.6M | -253,621-16.13% | Reduce |
 CISCO SYS INCCSCO |
| 0.52% | 0.15% | $559.8M | 4.8M | $132.2M | 1.7M | +3.1M+179.64% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.51% | 0.01% | $548.2M | 568,080 | $13.1M | 33,419 | +534,661+1,599.87% | Add |
 PEPSICO INCPEP |
| 0.49% | 0.34% | $522.9M | 3.9M | $303.3M | 2.0M | +1.9M+97.71% | Add |
 TESLA INCTSLA |
| 0.47% | 0.91% | $500.9M | 1.2M | $816.0M | 2.2M | -1.0M-45.74% | Reduce |
| QQUALCOMM INCQCOM |
| 0.44% | 0.1% | $476.4M | 2.6M | $90.5M | 702,600 | +1.9M+266.91% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.44% | 0.46% | $472.6M | 483,158 | $416.8M | 465,551 | +17,607+3.78% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.44% | 0.28% | $468.9M | 913,007 | $254.2M | 508,810 | +404,197+79.44% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.43% | 0.29% | $464.7M | 928,770 | $258.1M | 538,639 | +390,131+72.43% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.42% | 0.01% | $455.6M | 10.1M | $5.3M | 221,600 | +9.9M+4,457.16% | Add |
 NETFLIX INCNFLX |
| 0.42% | 0.87% | $452.1M | 6.3M | $778.5M | 8.1M | -1.8M-21.80% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.41% | — | $445.6M | 1.5M | $0 | 0 | +1.5M | New Buy |
| AATI INCATI |
| 0.39% | 0.14% | $422.6M | 2.1M | $124.9M | 858,818 | +1.3M+149.65% | Add |
 TEXAS INSTRS INCTXN |
| 0.39% | 0.09% | $414.9M | 1.4M | $83.6M | 430,657 | +961,229+223.20% | Add |
 APPLIED MATLS INCAMAT |
| 0.38% | 0.48% | $414.1M | 572,775 | $428.6M | 1.3M | -681,122-54.32% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.38% | 0.04% | $404.4M | 3.2M | $32.3M | 231,752 | +3.0M+1,281.33% | Add |
| SSPDR GOLD TRGLD |
| 0.37% | 0.09% | $400.8M | 1.1M | $76.7M | 178,352 | +909,748+510.09% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.37% | 0.14% | $400.6M | 3.3M | $126.3M | 803,172 | +2.5M+305.16% | Add |
 MCKESSON CORP COMMCK |
| 0.37% | 0.29% | $396.7M | 524,956 | $264.2M | 305,330 | +219,626+71.93% | Add |
 INTUITINTU |
| 0.37% | 0.06% | $395.8M | 1.5M | $51.5M | 119,000 | +1.4M+1,174.25% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.36% | 0.4% | $391.0M | 9.2M | $355.6M | 5.7M | +3.5M+61.66% | Add |
 BROADCOM INCAVGO |
| 0.36% | 0.98% | $390.7M | 1.0M | $878.6M | 2.8M | -1.8M-63.57% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.36% | 0.4% | $388.6M | 415,445 | $358.3M | 359,586 | +55,859+15.53% | Add |
 HALLIBURTON CO COMHAL |
| 0.36% | 0.02% | $387.8M | 11.4M | $17.4M | 445,400 | +11.0M+2,464.30% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.35% | 0.53% | $380.1M | 746,164 | $476.1M | 787,732 | -41,568-5.28% | Reduce |
| IISHARES TRHYG |
| 0.35% | 0.65% | $374.1M | 4.7M | $583.3M | 7.3M | -2.7M-36.20% | Reduce |
