| XLF SS Financial Select Sector | 4.38% | 109,815 | $5.9M | Add +17.2% |
| VGT Vanguard Info Tech ETF | 4.08% | 45,916 | $5.5M | Reduce -20.5% |
| XLK SS Technology Select Sector | 3.77% | 26,581 | $5.1M | Reduce -35.1% |
| MU Micron Technology Inc. | 3.54% | 4,116 | $4.8M | Reduce -25.0% |
| XLV SS Health Care Select Sector | 3.36% | 28,491 | $4.5M | Add +9.5% |
| AMD Advanced Micro Devices | 2.97% | 6,864 | $4.0M | Reduce -16.3% |
| XLP SS Consumer Staples Sel Sect | 2.31% | 37,444 | $3.1M | Add +3.4% |
| XLC SS Comm Select Sector SPDR | 2.31% | 29,024 | $3.1M | Add +7.4% |
| PANW Palo Alto Networks Inc. | 2.04% | 8,051 | $2.7M | Add +7.3% |
| XLI SS Industrial Select Sector | 2.00% | 14,537 | $2.7M | Reduce -14.6% |
| MSFT Microsoft Corp. | 1.94% | 7,000 | $2.6M | Add +58.7% |
| GOOG Alphabet Inc. Class C | 1.84% | 6,985 | $2.5M | Add +24.2% |
| KLAC KLA Corp. | 1.82% | 8,097 | $2.4M | Add +6.7% |
| NVDA Nvidia Corp. | 1.81% | 12,128 | $2.4M | Add +6.0% |
| GLW Corning Inc. | 1.81% | 9,497 | $2.4M | Add +7.4% |
| AMAT Applied Materials Inc. | 1.80% | 3,340 | $2.4M | Add +8.3% |
| META Meta Platforms Inc. Class A | 1.79% | 4,270 | $2.4M | Add +35.9% |
| AMZN Amazon.com Inc. | 1.75% | 9,863 | $2.4M | Add +24.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.72% | 3,034 | $2.3M | Add +7.1% |
| XLY SS Consumer Disc Select Sect | 1.47% | 16,820 | $2.0M | Add +10.3% |
| AAPL Apple Inc. | 1.29% | 6,003 | $1.7M | Add +2.0% |
| ORCL Oracle Corp. | 1.26% | 11,591 | $1.7M | Add +5.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.25% | 37,138 | $1.7M | Add +3.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 5,897 | $1.7M | Add +30.6% |
| WDC Western Digital Corp. | 1.20% | 2,535 | $1.6M | Add +407.0% |
| AVGO Broadcom Inc. | 1.18% | 4,200 | $1.6M | Add +22.2% |
| ANET Arista Networks Inc. | 1.17% | 9,262 | $1.6M | Add +10.5% |
| GE General Electric filed as GE AEROSPACE | 1.10% | 3,967 | $1.5M | Add +13.3% |
| UBER Uber Technologies Inc. | 1.10% | 20,458 | $1.5M | Add +6.5% |
| LLY Eli Lilly & Co. | 1.09% | 1,217 | $1.5M | Add +7.7% |
| CAT Caterpillar Inc. | 1.08% | 1,365 | $1.5M | New |
| GS Goldman Sachs Group Inc. | 1.02% | 1,349 | $1.4M | Add +7.2% |
| WELL Welltower Inc. | 1.01% | 6,007 | $1.4M | New |
| PGR Progressive Corp. | 0.99% | 6,101 | $1.3M | Add +8.0% |
| CVX Chevron Corp. | 0.98% | 7,974 | $1.3M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.98% | 4,006 | $1.3M | Add +7.7% |
| TSLA Tesla Inc. | 0.97% | 3,102 | $1.3M | Add +11.3% |
| DELL Dell Technologies -C | 0.96% | 2,975 | $1.3M | New |
| MO Altria Group Inc. | 0.95% | 17,780 | $1.3M | Add +8.1% |
| AXP American Express Co. | 0.94% | 3,738 | $1.3M | Add +7.3% |
| JNJ Johnson & Johnson | 0.93% | 4,917 | $1.2M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 2,485 | $1.2M | Add +7.8% |
| MCD McDonald's Corp. | 0.92% | 4,585 | $1.2M | Add +18.5% |
| MMM 3M Co. | 0.91% | 7,581 | $1.2M | Add +8.5% |
| PLTR Palantir Technologies Inc. Class A | 0.90% | 10,407 | $1.2M | Add +6.9% |
| DUK Duke Energy Corp. | 0.89% | 9,467 | $1.2M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.89% | 7,894 | $1.2M | Add +7.8% |
| VZ Verizon Communications Inc. | 0.89% | 28,242 | $1.2M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.89% | 8,703 | $1.2M | Reduce -1.0% |
| HD Home Depot Inc. | 0.88% | 3,346 | $1.2M | Add +11.3% |
| COST Costco Wholesale Corp. | 0.87% | 1,252 | $1.2M | Add +7.8% |
| USFR Wisdomtree Floating Rate Tre | 0.87% | 23,250 | $1.2M | New |
| XLRE SS Real Estate Select Sector | 0.87% | 26,542 | $1.2M | Add +4.7% |
| CEG Constellation Energy | 0.87% | 4,697 | $1.2M | Add +20.9% |
| NFLX Netflix Inc. | 0.86% | 16,243 | $1.2M | Reduce -2.4% |
| CDNS Cadence Design SYS Inc. | 0.84% | 3,017 | $1.1M | New |
| XLB SS Materials Select Sector | 0.83% | 21,956 | $1.1M | Add +5.1% |
| WMT Walmart Inc. | 0.83% | 9,812 | $1.1M | Add +7.8% |
| XLE SS Energy Select Sector | 0.76% | 19,340 | $1.0M | Add +5.1% |
| GILD Gilead Sciences Inc. | 0.74% | 7,920 | $1.0M | New |
| TBIL F/M US Treasury 3 Month Bill | 0.74% | 20,000 | $997K | New |
| NEM Newmont Corp. | 0.73% | 10,470 | $978K | Add +15.9% |
| REGN Regeneron Pharmaceuticals | 0.73% | 1,564 | $975K | Add +7.9% |
| CME Cme Group Inc. | 0.61% | 3,707 | $819K | New |
| IGV iShares Expanded Tech-Softwa | 0.54% | 8,000 | $725K | Add +60.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 12,642 | $606K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.40% | 5,582 | $536K | Add +257.8% |
| MRK Merck & Co. Inc. | 0.38% | 4,018 | $516K | Reduce -8.8% |
| THC Tenet Healthcare Corp. | 0.38% | 2,753 | $515K | Add +62.6% |
| PFE Pfizer Inc. | 0.35% | 19,551 | $471K | Add +2.4% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.33% | 12,617 | $447K | Add +2.7% |
| C Citigroup Inc. | 0.31% | 3,010 | $421K | Add +8.3% |
| FXI iShares China Large-Cap ETF | 0.25% | 10,700 | $338K | Add +39.0% |
| UNH Unitedhealth Group Inc. | 0.25% | 793 | $330K | Reduce -56.5% |
| CRM Salesforce Inc. | 0.24% | 2,040 | $320K | Reduce -74.7% |
| BA The Boeing Co. | 0.23% | 1,400 | $303K | Add +100.0% |
| ADBE Adobe Inc. | 0.22% | 1,424 | $292K | Add +3.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.21% | 6,057 | $282K | Add +4.8% |
| QCOM Qualcomm Inc. | 0.21% | 1,500 | $277K | New |
| DAL Delta Air Lines Inc. | 0.20% | 2,875 | $269K | Add +7.5% |
| ITA iShares U.S. Aerospace & Def | 0.20% | 1,100 | $267K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.20% | 930 | $264K | No change |
| LMT Lockheed Martin Corp. | 0.19% | 500 | $255K | New |
| NOC Northrop Grumman Corp. | 0.19% | 500 | $255K | New |
| LULU Lululemon Athletica Inc. | 0.19% | 2,205 | $252K | No change |
| UPS United Parcel Service Class B | 0.18% | 2,313 | $249K | Add +6.0% |
| SHLD Global X Defense Tech ETF | 0.18% | 3,973 | $237K | Add +101.4% |
| T AT&T Inc. | 0.17% | 11,246 | $233K | Add +2.1% |
| GEN Gen Digital Inc. | 0.17% | 9,272 | $231K | Add +6.9% |
| OXY Occidental Petroleum Corp. | 0.17% | 4,698 | $228K | Add +4.7% |
| GM General Motors Co. | 0.16% | 2,716 | $209K | Reduce -19.6% |
| XBI SS SPDR S&P Biotech ETF | 0.15% | 1,284 | $203K | Reduce -23.8% |
| TGT Target Corp. | 0.15% | 1,518 | $198K | Add +3.4% |
| BAC Bank of America Corp. | 0.14% | 3,396 | $194K | Add +18.9% |
| KHC The Kraft Heinz Co. | 0.14% | 7,992 | $189K | Add +7.5% |
| ABT Abbott Laboratories | 0.14% | 2,030 | $184K | Add +5.7% |
| DPZ Domino's Pizza Inc. | 0.13% | 590 | $175K | Add +5.4% |
| SPCX Space Exploration Techn Class A | 0.13% | 1,000 | $171K | New |
| VGK Vanguard Ftse Europe ETF | 0.12% | 1,764 | $156K | No change |
| EUAD Select Stoxx Eur Aer DE ETF | 0.10% | 3,243 | $137K | No change |
| KO The Coca-Cola Co. | 0.10% | 1,670 | $136K | Reduce -33.5% |
| SNPS Synopsys Inc. | 0.10% | 300 | $134K | Reduce -25.0% |
| USB US Bancorp | 0.10% | 2,202 | $133K | Add +12.2% |
| WDAY Workday Inc. Class A | 0.09% | 1,000 | $122K | No change |
| DUOL Duolingo | 0.09% | 1,000 | $115K | No change |
| SHOP Shopify Inc. Class A | 0.09% | 1,000 | $114K | No change |
| DOCU Docusign Inc. | 0.08% | 2,500 | $111K | No change |
| OKLO Oklo Inc. | 0.08% | 2,000 | $105K | No change |
| NKE Nike Inc. Class B | 0.08% | 2,473 | $102K | Add +10.8% |
| CRWV Coreweave Inc. Class A | 0.07% | 1,000 | $100K | No change |
| JD Jd.com Inc.-ADR | 0.07% | 3,500 | $89K | No change |
| SMCI Super Micro Computer Inc. | 0.07% | 3,000 | $88K | New |
| GFS Globalfoundries Inc. | 0.06% | 1,000 | $82K | New |
| NOK Nokia Corp.-Spon ADR | 0.05% | 5,000 | $66K | New |
| AVAV Aerovironment Inc. | 0.05% | 400 | $66K | No change |
| IONQ Ionq Inc. | 0.04% | 1,000 | $53K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 110 | $53K | Reduce -82.0% |
| ENPH Enphase Energy Inc. | 0.04% | 1,000 | $49K | New |
| QBTS D-Wave Quantum Inc. | 0.04% | 2,000 | $48K | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.03% | 1,000 | $46K | New |
| RGTI Rigetti Computing Inc. | 0.03% | 2,000 | $39K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 38 | $28K | Reduce -92.9% |