| AAPL Apple Inc. | 8.98% | 67,506 | $15.0M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 7.42% | 14,998 | $12.4M | Reduce -3.3% |
| MSFT Microsoft Corp. | 6.67% | 29,636 | $11.1M | Add +0.6% |
| NVDA Nvidia Corp. | 5.53% | 85,188 | $9.2M | Add +6.2% |
| AMZN Amazon.com Inc. | 4.96% | 43,515 | $8.3M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 4.69% | 13,582 | $7.8M | Reduce -0.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 3.96% | 22,929 | $6.6M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 3.38% | 36,507 | $5.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 3.05% | 20,780 | $5.1M | Add +1.7% |
| WMT Walmart Inc. | 2.54% | 48,229 | $4.2M | Add +0.2% |
| PG The Procter & Gamble Co. | 2.48% | 24,256 | $4.1M | Add +1.3% |
| MRK Merck & Co. Inc. | 2.28% | 42,332 | $3.8M | Add +0.7% |
| CRM Salesforce Inc. | 1.97% | 12,239 | $3.3M | Add +1.4% |
| ET Energy Transfer LP | 1.96% | 175,770 | $3.3M | Add +1.8% |
| CAT Caterpillar Inc. | 1.91% | 9,680 | $3.2M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.83% | 25,657 | $3.1M | Add +3.4% |
| T AT&T Inc. | 1.79% | 105,437 | $3.0M | Add +4.2% |
| MCD McDonald's Corp. | 1.72% | 9,187 | $2.9M | Add +3.4% |
| CVX Chevron Corp. | 1.61% | 16,111 | $2.7M | Add +4.3% |
| VZ Verizon Communications Inc. | 1.49% | 54,744 | $2.5M | Add +4.5% |
| PEP Pepsico Inc. | 1.47% | 16,324 | $2.4M | Add +3.6% |
| SCHW Schwab (charles) Corp. | 1.44% | 30,733 | $2.4M | Add +5.8% |
| INTC Intel Corp. | 1.27% | 93,627 | $2.1M | Reduce -20.5% |
| AMD Advanced Micro Devices | 1.24% | 20,079 | $2.1M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 11,924 | $2.0M | Reduce -0.5% |
| KO The Coca-Cola Co. | 1.15% | 26,789 | $1.9M | Reduce -0.9% |
| GBTC Grayscale Bitcoin Trust ETF | 1.13% | 29,014 | $1.9M | Reduce -5.1% |
| SUN Sunoco LP | 1.12% | 32,083 | $1.9M | Add +3.4% |
| LMT Lockheed Martin Corp. | 0.90% | 3,347 | $1.5M | Add +5.8% |
| TSLA Tesla Inc. | 0.76% | 4,890 | $1.3M | Add +32.6% |
| MO Altria Group Inc. | 0.76% | 21,063 | $1.3M | No change |
| KHC The Kraft Heinz Co. | 0.75% | 41,228 | $1.3M | Add +4.1% |
| IBB iShares Biotechnology ETF | 0.72% | 9,361 | $1.2M | Add +9.2% |
| TMO Thermo Fisher Scientific Inc. | 0.66% | 2,214 | $1.1M | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.63% | 3,640 | $1.0M | Reduce -23.4% |
| CSCO Cisco Systems Inc. | 0.61% | 16,380 | $1.0M | No change |
| TXN Texas Instruments Inc. | 0.60% | 5,594 | $1.0M | Reduce -3.7% |
| SCHA Schwab US Small-Cap ETF | 0.55% | 39,275 | $920K | Reduce -9.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 21,079 | $880K | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.52% | 5,565 | $869K | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.48% | 4,857 | $805K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.48% | 13,047 | $796K | Reduce -17.7% |
| IBIT iShares Bitcoin Trust ETF | 0.47% | 16,796 | $786K | Add +253.4% |
| RTX RTX Corp. | 0.47% | 5,929 | $785K | Reduce -0.7% |
| XEL Xcel Energy Inc. | 0.46% | 10,942 | $775K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,287 | $720K | Reduce -8.3% |
| DE Deere & Co. | 0.41% | 1,455 | $683K | Reduce -4.6% |
| CMS CMS Energy Corp. | 0.41% | 9,000 | $676K | No change |
| BTI British American Tob-SP ADR | 0.39% | 15,846 | $656K | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.39% | 2,200 | $649K | Reduce -3.2% |
| KMB Kimberly-Clark Corp. | 0.38% | 4,512 | $642K | Reduce -0.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.38% | 5,881 | $639K | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 7,504 | $633K | New |
| AVGO Broadcom Inc. | 0.37% | 3,653 | $612K | No change |
| GS Goldman Sachs Group Inc. | 0.32% | 991 | $542K | Add +0.2% |
| ES Eversource Energy | 0.32% | 8,712 | $541K | No change |
| HD Home Depot Inc. | 0.32% | 1,440 | $528K | Add +0.1% |
| EBC Eastern Bankshares Inc. | 0.26% | 26,645 | $437K | Add +0.4% |
| NFLX Netflix Inc. | 0.26% | 467 | $435K | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 0.25% | 740 | $416K | No change |
| CNP Centerpoint Energy Inc. | 0.24% | 11,049 | $400K | No change |
| V Visa Inc. Class A | 0.23% | 1,115 | $391K | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 2,000 | $388K | No change |
| PFF iShares Preferred & Income S | 0.22% | 12,216 | $375K | Reduce -7.9% |
| ETHE Grayscale Ethereum Staking E | 0.22% | 24,555 | $374K | No change |
| ISRG Intuitive Surgical Inc. | 0.22% | 753 | $373K | Reduce -1.3% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 14,862 | $372K | Add +1.3% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 12,790 | $358K | Add +1.2% |
| EPD Enterprise Products Partners | 0.21% | 10,437 | $356K | Reduce -4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 3,541 | $349K | Reduce -5.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.16% | 1,316 | $270K | Reduce -0.2% |
| LAES Sealsq Corp. | 0.16% | 100,000 | $260K | No change |
| SO The Southern Co. | 0.15% | 2,808 | $258K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 997 | $248K | Reduce -1.7% |
| MU Micron Technology Inc. | 0.14% | 2,761 | $240K | No change |
| PFE Pfizer Inc. | 0.14% | 9,442 | $239K | Reduce -37.3% |
| USO United States Oil Fund LP | 0.14% | 3,090 | $239K | Reduce -32.7% |
| WFC Wells Fargo & Co. | 0.14% | 3,326 | $239K | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.13% | 1,022 | $214K | New |
| NBIS Nebius Group NV | 0.13% | 10,000 | $211K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.13% | 5,784 | $211K | Reduce -4.9% |
| SXC Suncoke Energy Inc. | 0.12% | 22,298 | $205K | No change |
| WKEY Wisekey Intl Holdings-ADR | 0.12% | 49,497 | $195K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.10% | 17,065 | $171K | Reduce -37.8% |
| BITF Bitfarms Ltd./Canada | 0.01% | 12,600 | $10K | New |
| TLRY Tilray Brands Inc. | 0.01% | 14,647 | $10K | Reduce -4.0% |