| QQQ Invesco QQQ Trust Series 1 | 6.16% | 15,524 | $7.4M | Add +1.2% |
| MSFT Microsoft Corp. | 4.73% | 12,783 | $5.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 4.15% | 25,946 | $5.0M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 3.94% | 25,933 | $4.8M | Add +0.2% |
| LLY Eli Lilly & Co. | 3.79% | 5,049 | $4.6M | Add +0.8% |
| AAPL Apple Inc. | 3.79% | 21,700 | $4.6M | Add +1.8% |
| WMT Walmart Inc. | 3.55% | 63,237 | $4.3M | Add +2.3% |
| AVGO Broadcom Inc. | 3.23% | 2,429 | $3.9M | Add +8.0% |
| NVDA Nvidia Corp. | 3.15% | 30,769 | $3.8M | Reduce -8.9% |
| META Meta Platforms Inc. Class A | 3.00% | 7,181 | $3.6M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.86% | 8,478 | $3.4M | Add +2.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.63% | 245,932 | $3.2M | Add +18.4% |
| XOM Exxon Mobil Corp. | 2.53% | 26,547 | $3.1M | Add +7.1% |
| COST Costco Wholesale Corp. | 2.29% | 3,250 | $2.8M | Add +2.8% |
| MCD McDonald's Corp. | 2.10% | 9,946 | $2.5M | Add +3.2% |
| UNH Unitedhealth Group Inc. | 2.05% | 4,867 | $2.5M | Add +0.8% |
| XLI SS Industrial Select Sector | 2.02% | 19,995 | $2.4M | Add +3.8% |
| NEE Nextera Energy Inc. | 1.96% | 33,332 | $2.4M | Add +2.0% |
| ORLY O'reilly Automotive Inc. | 1.91% | 2,184 | $2.3M | Add +1.4% |
| EPI Wisdomtree India Earnings | 1.63% | 40,696 | $2.0M | Add +3.3% |
| KR Kroger Co. | 1.53% | 37,029 | $1.8M | Add +2.5% |
| NFLX Netflix Inc. | 1.47% | 2,626 | $1.8M | Add +1.0% |
| XLB SS Materials Select Sector | 1.41% | 19,224 | $1.7M | Add +2.5% |
| DE Deere & Co. | 1.36% | 4,394 | $1.6M | Add +2.8% |
| TECK Teck Resources Ltd.-CLS B | 1.30% | 32,678 | $1.6M | New |
| ISRG Intuitive Surgical Inc. | 1.27% | 3,452 | $1.5M | Add +2.9% |
| C Citigroup Inc. | 1.20% | 22,744 | $1.4M | New |
| JPM JPMorgan Chase & Co. | 1.15% | 6,883 | $1.4M | Add +77.4% |
| PG The Procter & Gamble Co. | 1.12% | 8,214 | $1.4M | Add +3.5% |
| URI United Rentals Inc. | 1.09% | 2,035 | $1.3M | Add +1.4% |
| T AT&T Inc. | 0.99% | 62,561 | $1.2M | Add +5.6% |
| CRM Salesforce Inc. | 0.97% | 4,575 | $1.2M | Add +1.2% |
| DELL Dell Technologies -C | 0.92% | 8,034 | $1.1M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.83% | 18,001 | $999K | New |
| MPC Marathon Petroleum Corp. | 0.82% | 5,699 | $989K | Add +0.9% |
| VRT Vertiv Holdings Co. Class A | 0.82% | 11,380 | $985K | New |
| CELH Celsius Holdings Inc. | 0.77% | 16,380 | $935K | New |
| ULTA Ulta Beauty Inc. | 0.76% | 2,369 | $914K | Add +0.8% |
| AMAT Applied Materials Inc. | 0.72% | 3,693 | $871K | Add +1.5% |
| ABT Abbott Laboratories | 0.70% | 8,093 | $841K | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.67% | 20,382 | $811K | Add +0.3% |
| SHEL Shell PLC-ADR | 0.64% | 10,749 | $776K | Add +0.7% |
| CB Chubb Ltd. | 0.63% | 3,000 | $765K | No change |
| ORCL Oracle Corp. | 0.62% | 5,332 | $753K | Add +1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.62% | 21,863 | $746K | New |
| UBER Uber Technologies Inc. | 0.59% | 9,764 | $710K | Add +6.3% |
| IWM iShares Russell 2000 ETF | 0.57% | 3,371 | $684K | Add +5.4% |
| CVS CVS Health Corp. | 0.53% | 10,816 | $639K | Add +6.5% |
| GLD SPDR Gold Shares | 0.51% | 2,887 | $621K | Add +5.6% |
| NUE Nucor Corp. | 0.50% | 3,850 | $609K | Add +53.6% |
| PM Philip Morris International | 0.49% | 5,851 | $593K | Reduce -0.4% |
| HD Home Depot Inc. | 0.49% | 1,705 | $587K | Add +2.8% |
| V Visa Inc. Class A | 0.47% | 2,166 | $569K | Add +1.2% |
| XLE SS Energy Select Sector | 0.45% | 5,950 | $542K | Add +1.9% |
| ES Eversource Energy | 0.44% | 9,451 | $536K | Add +0.1% |
| PAVE Global X US Infrastructure | 0.44% | 14,419 | $534K | Add +4.8% |
| IHI iShares U.S. Medical Devices | 0.44% | 9,438 | $529K | Reduce -0.0% |
| DUK Duke Energy Corp. | 0.42% | 5,082 | $509K | New |
| GOOGL Alphabet Inc. Class A | 0.40% | 2,678 | $488K | Add +5.7% |
| CNQ Canadian Natural Resources | 0.37% | 12,571 | $448K | Add +1.1% |
| AIG American International Group | 0.37% | 6,027 | $447K | No change |
| KMB Kimberly-Clark Corp. | 0.35% | 3,081 | $426K | New |
| JNJ Johnson & Johnson | 0.34% | 2,842 | $415K | Reduce -32.4% |
| HON Honeywell International Inc. | 0.34% | 1,942 | $415K | Reduce -32.4% |
| CAT Caterpillar Inc. | 0.31% | 1,123 | $374K | Add +1.5% |
| AUR Aurora Innovation Inc. | 0.30% | 132,048 | $366K | Reduce -1.3% |
| MUR Murphy Oil Corp. | 0.29% | 8,555 | $353K | Add +2.2% |
| VZ Verizon Communications Inc. | 0.29% | 8,492 | $350K | Add +4.4% |
| NOW ServiceNow Inc. | 0.28% | 436 | $343K | Reduce -0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 6,028 | $342K | New |
| CMG Chipotle Mexican Grill Inc. | 0.25% | 4,900 | $307K | Reduce -7.5% |
| OIH Vaneck Oil Services ETF | 0.25% | 959 | $303K | Reduce -78.3% |
| SPGI S&P Global Inc. | 0.24% | 646 | $288K | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.23% | 1,610 | $276K | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.23% | 605 | $274K | Add +4.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.21% | 187 | $258K | Add +10.0% |
| WDAY Workday Inc. Class A | 0.21% | 1,134 | $254K | Add +0.9% |
| MMM 3M Co. | 0.21% | 2,431 | $248K | No change |
| UNP Union Pacific Corp. | 0.20% | 1,078 | $244K | Add +1.0% |
| PEP Pepsico Inc. | 0.20% | 1,464 | $241K | Add +3.8% |
| ETN Eaton Corp. PLC | 0.20% | 768 | $241K | New |
| AMT American Tower Corp. | 0.19% | 1,202 | $234K | Add +2.5% |
| XLY SS Consumer Disc Select Sect | 0.19% | 1,258 | $229K | Reduce -3.2% |
| RTX RTX Corp. | 0.19% | 2,232 | $224K | Add +0.2% |
| KO The Coca-Cola Co. | 0.18% | 3,322 | $211K | Add +1.3% |
| GLW Corning Inc. | 0.17% | 5,359 | $208K | New |
| CMCSA Comcast Corp. Class A | 0.17% | 5,221 | $204K | Reduce -73.9% |
| MA Mastercard Inc. Class A | 0.17% | 463 | $204K | Add +2.0% |
| HBM Hudbay Minerals Inc. | 0.16% | 21,621 | $196K | New |
| PLX Protalix Biotherapeutics Inc. | 0.01% | 14,544 | $17K | No change |