| AAPL Apple Inc. | 12.63% | 239,130 | $69.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 10.41% | 239,471 | $57.1M | Add +1.4% |
| MSFT Microsoft Corp. | 7.30% | 107,192 | $40.0M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 6.66% | 103,229 | $36.5M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 5.45% | 83,586 | $29.9M | Reduce -0.6% |
| NVDA Nvidia Corp. | 3.50% | 95,856 | $19.2M | Add +15.5% |
| META Meta Platforms Inc. Class A | 3.05% | 29,632 | $16.7M | Reduce -4.1% |
| AXON Axon Enterprise Inc. | 2.63% | 25,713 | $14.4M | Add +12.2% |
| TPL Texas Pacific Land Corp. | 2.43% | 30,406 | $13.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 2.14% | 15,897 | $11.7M | Add +11.3% |
| INTC Intel Corp. | 2.11% | 82,780 | $11.6M | Add +22.1% |
| NFLX Netflix Inc. | 1.78% | 136,890 | $9.8M | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 11,846 | $8.8M | Add +17.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.54% | 4,234 | $8.4M | Add +33.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.45% | 15,890 | $8.0M | Reduce -2.3% |
| AVGO Broadcom Inc. | 1.43% | 20,747 | $7.8M | Add +13.1% |
| AMLP Alerian MLP ETF | 1.14% | 120,740 | $6.3M | Add +4.7% |
| GLD SPDR Gold Shares | 0.96% | 14,310 | $5.3M | Reduce -8.7% |
| AMD Advanced Micro Devices | 0.92% | 8,720 | $5.1M | Reduce -23.7% |
| LLY Eli Lilly & Co. | 0.92% | 4,212 | $5.1M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.89% | 14,373 | $4.9M | Reduce -5.7% |
| AUR Aurora Innovation Inc. | 0.84% | 676,608 | $4.6M | Add +3.4% |
| UBER Uber Technologies Inc. | 0.81% | 61,251 | $4.4M | Reduce -23.8% |
| HOOD Robinhood Markets Inc. Class A | 0.76% | 41,514 | $4.2M | Add +4.5% |
| WM Waste Management Inc. | 0.75% | 18,492 | $4.1M | Reduce -6.6% |
| ANET Arista Networks Inc. | 0.72% | 23,100 | $3.9M | Reduce -0.7% |
| COR Cencora Inc. | 0.71% | 13,790 | $3.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.68% | 7,778 | $3.7M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.64% | 10,789 | $3.5M | Reduce -18.1% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 27,635 | $3.2M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.51% | 2,645 | $2.8M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.50% | 18,692 | $2.7M | Add +24.9% |
| ZS Zscaler Inc. | 0.50% | 19,237 | $2.7M | Reduce -37.2% |
| PTON Peloton Interactive Inc. Class A | 0.48% | 442,150 | $2.6M | Add +378.0% |
| DELL Dell Technologies -C | 0.48% | 6,045 | $2.6M | New |
| KO The Coca-Cola Co. | 0.45% | 30,654 | $2.5M | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.44% | 73,100 | $2.4M | Reduce -14.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 53,652 | $2.4M | Reduce -30.0% |
| UNP Union Pacific Corp. | 0.41% | 8,353 | $2.3M | Add +1.5% |
| ISRG Intuitive Surgical Inc. | 0.37% | 5,091 | $2.0M | Reduce -8.3% |
| ROG Rogers Corp. | 0.37% | 12,325 | $2.0M | New |
| MCK McKesson Corp. | 0.36% | 2,640 | $2.0M | Reduce -0.9% |
| SLV iShares Silver Trust | 0.36% | 36,467 | $1.9M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 6,727 | $1.9M | New |
| WMT Walmart Inc. | 0.32% | 15,336 | $1.7M | Add +12.2% |
| AEM Agnico Eagle Mines Ltd. | 0.32% | 11,185 | $1.7M | Reduce -0.9% |
| CVX Chevron Corp. | 0.31% | 10,286 | $1.7M | Add +221.4% |
| TSLA Tesla Inc. | 0.31% | 4,040 | $1.7M | Add +16.7% |
| L Loews Corp. | 0.31% | 14,790 | $1.7M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.30% | 1,772 | $1.7M | Add +18.6% |
| SBR Sabine Royalty Trust | 0.29% | 21,825 | $1.6M | No change |
| ENB Enbridge Inc. | 0.28% | 28,499 | $1.5M | No change |
| FNV Franco-Nevada Corp. | 0.28% | 7,395 | $1.5M | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.28% | 4,656 | $1.5M | Reduce -1.7% |
| CPER United States Copper Index | 0.28% | 40,480 | $1.5M | Add +23.2% |
| PSA Public Storage | 0.28% | 4,781 | $1.5M | Reduce -10.2% |
| FDVV Fidelity High Dividend ETF | 0.27% | 24,800 | $1.5M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.26% | 33,129 | $1.4M | Add +249.6% |
| UNH Unitedhealth Group Inc. | 0.25% | 3,300 | $1.4M | Add +3.8% |
| VGT Vanguard Info Tech ETF | 0.23% | 10,761 | $1.3M | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.22% | 1,205 | $1.2M | Add +3.7% |
| SNDK Sandisk Corp. | 0.22% | 529 | $1.2M | New |
| VRT Vertiv Holdings Co. Class A | 0.21% | 3,500 | $1.2M | New |
| FCX Freeport-McMoran Inc. | 0.21% | 18,256 | $1.1M | Reduce -2.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.21% | 3,750 | $1.1M | Add +22.8% |
| LECO Lincoln Electric Holdings | 0.21% | 4,275 | $1.1M | No change |
| RIVN Rivian Automotive Inc. Class A | 0.20% | 64,300 | $1.1M | Add +5.7% |
| XLV SS Health Care Select Sector | 0.20% | 6,938 | $1.1M | Add +106.1% |
| AB Alliancebernstein Holding LP | 0.20% | 31,250 | $1.1M | Add +56.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 1,415 | $1.1M | Reduce -21.0% |
| SHOP Shopify Inc. Class A | 0.19% | 9,350 | $1.1M | Reduce -17.4% |
| IEMG iShares Core MSCI Emerging | 0.19% | 12,701 | $1.1M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 0.19% | 11,730 | $1.0M | Reduce -14.3% |
| ALB Albemarle Corp. | 0.19% | 7,605 | $1.0M | No change |
| BKNG Booking Holdings Inc. | 0.19% | 5,725 | $1.0M | Add +6.5% |
| XLK SS Technology Select Sector | 0.18% | 5,168 | $985K | Reduce -9.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.18% | 12,830 | $976K | No change |
| MDT Medtronic PLC | 0.18% | 12,277 | $960K | Reduce -11.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 11,504 | $945K | Add +4.6% |
| XLY SS Consumer Disc Select Sect | 0.17% | 7,887 | $925K | Add +28.8% |
| VONV Vanguard Russell 1000 Value | 0.17% | 8,570 | $911K | Reduce -5.5% |
| IXUS iShares Core Intl Stock ETF | 0.16% | 9,355 | $893K | No change |
| HEI Heico Corp. | 0.16% | 2,500 | $890K | No change |
| OKE Oneok Inc. | 0.16% | 10,200 | $887K | Reduce -2.9% |
| WTTR Select Water Solutions Inc. | 0.16% | 44,329 | $886K | Reduce -4.2% |
| HSY The Hershey Co. | 0.16% | 4,930 | $865K | No change |
| ITW Illinois Tool Works | 0.16% | 3,190 | $863K | No change |
| COPX Global X Copper Miners ETF | 0.16% | 11,102 | $855K | Add +22.2% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 6,335 | $810K | Reduce -0.4% |
| UNG US Natural Gas Fund LP | 0.15% | 68,100 | $798K | New |
| CW Curtiss-Wright Corp. | 0.14% | 1,030 | $780K | No change |
| GLW Corning Inc. | 0.14% | 3,000 | $766K | Add +71.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 1 | $749K | No change |
| CRM Salesforce Inc. | 0.14% | 4,738 | $742K | Reduce -13.4% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 4,546 | $674K | Reduce -0.8% |
| ONDS Ondas Inc. | 0.12% | 77,775 | $641K | Reduce -9.7% |
| MA Mastercard Inc. Class A | 0.12% | 1,237 | $635K | Reduce -0.1% |
| SOXX iShares Semiconductor ETF | 0.12% | 990 | $634K | New |
| KWEB Kranesh Csi China Internet | 0.12% | 25,871 | $633K | New |
| CTVA Corteva Inc. | 0.12% | 7,450 | $631K | No change |
| VEEV Veeva Systems Inc. Class A | 0.11% | 3,440 | $610K | New |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.11% | 6,757 | $598K | Reduce -50.7% |
| VOO Vanguard S&P 500 ETF | 0.11% | 867 | $595K | No change |
| XLI SS Industrial Select Sector | 0.11% | 3,212 | $595K | Add +61.3% |
| WDAY Workday Inc. Class A | 0.11% | 4,840 | $593K | New |
| NRG NRG Energy Inc. | 0.11% | 4,050 | $592K | No change |
| LASR Nlight Inc. | 0.11% | 8,460 | $589K | New |
| HD Home Depot Inc. | 0.11% | 1,659 | $585K | Reduce -26.3% |
| PL Planet Labs PBC | 0.11% | 17,600 | $583K | New |
| MU Micron Technology Inc. | 0.11% | 500 | $577K | New |
| XBI SS SPDR S&P Biotech ETF | 0.10% | 3,552 | $562K | New |
| MUB iShares National Muni Bond E | 0.10% | 5,100 | $549K | No change |
| TTMI TTM Technologies | 0.10% | 2,916 | $545K | Reduce -60.0% |
| CCJ Cameco Corp. | 0.10% | 5,350 | $545K | No change |
| ICOP iShares Copper and Metals | 0.10% | 11,001 | $542K | Add +0.5% |
| ETN Eaton Corp. PLC | 0.10% | 1,270 | $541K | New |
| XLF SS Financial Select Sector | 0.10% | 10,041 | $538K | Add +96.0% |
| ASTS Ast Spacemobile Inc. | 0.10% | 6,020 | $535K | Add +0.2% |
| IBB iShares Biotechnology ETF | 0.10% | 2,760 | $525K | Reduce -5.0% |
| QCOM Qualcomm Inc. | 0.10% | 2,816 | $520K | New |
| SCHD Schwab US DVD Equity ETF | 0.09% | 16,000 | $507K | Reduce -8.6% |
| EPD Enterprise Products Partners | 0.09% | 13,722 | $504K | Add +0.3% |
| MHD BlackRock Muniholdings Fund | 0.09% | 42,115 | $501K | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.09% | 4,985 | $493K | Reduce -12.7% |
| SMA Smartstop Self Storage REIT | 0.09% | 14,744 | $479K | Add +1.3% |
| NXT Nextpower Inc. | 0.09% | 3,971 | $473K | Reduce -50.0% |
| IWO iShares Russell 2000 Growth | 0.09% | 1,198 | $472K | Reduce -3.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.08% | 891 | $465K | Add +6.3% |
| UL Unilever PLC-Sponsored ADR | 0.08% | 7,698 | $463K | Reduce -5.4% |
| IMVP Invesco India Exchange-Trade | 0.08% | 22,709 | $456K | Reduce -12.9% |
| MCD McDonald's Corp. | 0.08% | 1,625 | $439K | Reduce -17.4% |
| RKLB Rocket Lab Corp. | 0.08% | 4,295 | $437K | Add +0.2% |
| ADBE Adobe Inc. | 0.08% | 2,110 | $433K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 4,959 | $427K | No change |
| PM Philip Morris International | 0.07% | 2,193 | $397K | Add +5.3% |
| MXL Maxlinear Inc. | 0.07% | 3,050 | $390K | New |
| PI Impinj Inc. | 0.07% | 2,685 | $385K | New |
| LRCX Lam Research Corp. | 0.07% | 885 | $384K | New |
| CRWV Coreweave Inc. Class A | 0.07% | 3,795 | $378K | Reduce -11.3% |
| XLP SS Consumer Staples Sel Sect | 0.07% | 4,311 | $358K | New |
| BLK BlackRock Inc. | 0.06% | 367 | $353K | Add +43.9% |
| ABBV Abbvie Inc. | 0.06% | 1,398 | $352K | Add +0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.06% | 3,329 | $346K | Reduce -18.4% |
| CSCO Cisco Systems Inc. | 0.06% | 2,941 | $345K | Reduce -0.2% |
| DOCU Docusign Inc. | 0.06% | 7,773 | $345K | New |
| DBA Invesco DB Agriculture Fund | 0.06% | 12,428 | $331K | Reduce -7.5% |
| OEF iShares S&P 100 ETF | 0.06% | 895 | $327K | No change |
| MRK Merck & Co. Inc. | 0.06% | 2,548 | $327K | Reduce -6.8% |
| LNG Cheniere Energy Inc. | 0.06% | 1,352 | $323K | Reduce -49.5% |
| CGNX Cognex Corp. | 0.06% | 4,310 | $312K | New |
| IGV iShares Expanded Tech-Softwa | 0.05% | 3,315 | $300K | Reduce -41.6% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 3,825 | $295K | Reduce -2.5% |
| APLD Applied Digital Corp. | 0.05% | 7,680 | $286K | New |
| PG The Procter & Gamble Co. | 0.05% | 1,944 | $285K | Add +1.4% |
| SMH Vaneck Semiconductor ETF | 0.05% | 420 | $275K | Reduce -36.4% |
| DASH DoorDash Inc. Class A | 0.05% | 1,470 | $271K | New |
| YOU Clear Secure Inc. Class A | 0.05% | 4,775 | $266K | New |
| URI United Rentals Inc. | 0.05% | 231 | $261K | New |
| SO The Southern Co. | 0.05% | 2,650 | $254K | No change |
| DLR Digital Realty Trust Inc. | 0.04% | 1,299 | $233K | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 1,534 | $225K | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 600 | $224K | New |
| AES AES Corp. | 0.04% | 15,000 | $220K | No change |
| IYH iShares U.S. Healthcare ETF | 0.04% | 3,250 | $218K | No change |
| ETHE Grayscale Ethereum Staking E | 0.04% | 16,630 | $212K | New |
| IWM iShares Russell 2000 ETF | 0.04% | 696 | $209K | Reduce -24.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 4,000 | $202K | New |
| QUBT Quantum Computing Inc. | 0.03% | 17,985 | $174K | New |
| EVLV Evolv Technologies Holdings | 0.03% | 29,068 | $169K | Reduce -73.3% |
| COMP Compass Inc. Class A | 0.03% | 11,700 | $144K | Reduce -51.6% |
| ETHA iShares Ethereum Trust ETF | 0.02% | 10,910 | $130K | Reduce -18.1% |
| GSOL Grayscale Solana Staking ETF | 0.02% | 19,400 | $107K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.02% | 11,650 | $93K | No change |