| VGT Vanguard Info Tech ETF | 9.70% | 151,829 | $18.1M | Add +15.5% |
| QQQM Invesco Nasdaq 100 ETF | 6.43% | 39,674 | $12.0M | Reduce -1.7% |
| NVDA Nvidia Corp. | 5.14% | 48,008 | $9.6M | Add +13.4% |
| SOXX iShares Semiconductor ETF | 4.85% | 14,168 | $9.1M | Reduce -15.4% |
| AAPL Apple Inc. | 3.66% | 23,664 | $6.8M | Add +15.1% |
| IVV iShares Core S&P 500 ETF | 3.57% | 8,930 | $6.7M | Reduce -2.8% |
| EVTR Eaton Vance Total Return | 3.44% | 126,733 | $6.4M | Reduce -8.8% |
| VFH Vanguard Financials ETF | 3.16% | 44,949 | $5.9M | Add +3.0% |
| XLC SS Comm Select Sector SPDR | 2.29% | 39,973 | $4.3M | Add +15.3% |
| MSFT Microsoft Corp. | 2.24% | 11,220 | $4.2M | Add +15.6% |
| XLI SS Industrial Select Sector | 2.20% | 22,191 | $4.1M | Add +31.0% |
| VCR Vanguard Consumer Discre ETF | 2.16% | 10,201 | $4.0M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.99% | 15,658 | $3.7M | Add +15.6% |
| IEF iShares 7-10 Year Treasury B | 1.93% | 38,236 | $3.6M | New |
| MU Micron Technology Inc. | 1.88% | 3,009 | $3.5M | Add +0.8% |
| XLK SS Technology Select Sector | 1.85% | 18,214 | $3.5M | Add +17.9% |
| GOOGL Alphabet Inc. Class A | 1.76% | 9,193 | $3.3M | Add +18.9% |
| AVGO Broadcom Inc. | 1.75% | 8,681 | $3.3M | Add +16.1% |
| AMD Advanced Micro Devices | 1.55% | 4,928 | $2.9M | Reduce -3.4% |
| XMMO Invesco S&P Midcap Momentum | 1.48% | 16,299 | $2.8M | Add +144.1% |
| GOOG Alphabet Inc. Class C | 1.43% | 7,591 | $2.7M | Add +14.6% |
| LLY Eli Lilly & Co. | 1.42% | 2,213 | $2.7M | Add +1.7% |
| VHT Vanguard Health Care ETF | 1.18% | 7,371 | $2.2M | Reduce -3.4% |
| TSLA Tesla Inc. | 1.15% | 5,111 | $2.1M | Add +12.8% |
| AGG iShares Core U.S. Aggregate | 1.14% | 21,472 | $2.1M | Reduce -58.2% |
| META Meta Platforms Inc. Class A | 1.09% | 3,611 | $2.0M | Add +15.4% |
| INTC Intel Corp. | 0.99% | 13,279 | $1.9M | Add +2.5% |
| IYK iShares US Consumer Staples | 0.90% | 23,124 | $1.7M | Add +4.8% |
| AMAT Applied Materials Inc. | 0.87% | 2,260 | $1.6M | Reduce -1.0% |
| HBT HBT Financial Inc. | 0.87% | 50,630 | $1.6M | Add +50.1% |
| PLTR Palantir Technologies Inc. Class A | 0.84% | 13,521 | $1.6M | Add +3.8% |
| LRCX Lam Research Corp. | 0.79% | 3,416 | $1.5M | Reduce -2.6% |
| LMBS First Trust Low Duration Opp | 0.78% | 29,324 | $1.5M | New |
| USTB Victoryshares Short-Term Bon | 0.78% | 28,823 | $1.5M | New |
| VPU Vanguard Utilities ETF | 0.77% | 7,363 | $1.4M | Add +2.0% |
| XLV SS Health Care Select Sector | 0.76% | 8,993 | $1.4M | Add +41.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.71% | 15,094 | $1.3M | Add +44.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 2,629 | $1.3M | Add +42.8% |
| CAT Caterpillar Inc. | 0.66% | 1,153 | $1.2M | Add +9.5% |
| WMT Walmart Inc. | 0.63% | 10,469 | $1.2M | Add +9.4% |
| JPM JPMorgan Chase & Co. | 0.59% | 3,358 | $1.1M | Add +10.4% |
| JPST JPMorgan Ultra-Short Income | 0.58% | 21,295 | $1.1M | Reduce -4.0% |
| KLAC KLA Corp. | 0.55% | 3,432 | $1.0M | No change |
| FIX Comfort Systems USA Inc. | 0.53% | 540 | $989K | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.49% | 984 | $921K | Add +12.1% |
| XLE SS Energy Select Sector | 0.48% | 17,045 | $905K | Reduce -7.2% |
| CSCO Cisco Systems Inc. | 0.48% | 7,586 | $891K | Reduce -5.7% |
| XOM Exxon Mobil Corp. | 0.47% | 6,401 | $875K | Add +26.5% |
| V Visa Inc. Class A | 0.44% | 2,413 | $828K | Add +27.1% |
| JNJ Johnson & Johnson | 0.41% | 3,012 | $765K | Add +26.3% |
| TXN Texas Instruments Inc. | 0.40% | 2,491 | $742K | Reduce -19.5% |
| MRVL Marvell Technology Inc. | 0.36% | 2,230 | $664K | Add +10.1% |
| ABBV Abbvie Inc. | 0.34% | 2,504 | $630K | Reduce -4.0% |
| NFLX Netflix Inc. | 0.33% | 8,656 | $618K | Add +17.9% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 1,621 | $586K | Reduce -24.5% |
| CLS Celestica Inc. | 0.31% | 1,605 | $586K | Add +4.6% |
| MS Morgan Stanley | 0.30% | 2,717 | $568K | Add +13.5% |
| KO The Coca-Cola Co. | 0.30% | 6,961 | $566K | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.30% | 3,050 | $564K | Add +1.9% |
| XLB SS Materials Select Sector | 0.30% | 10,936 | $556K | Add +9.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 701 | $545K | Add +0.7% |
| ADI Analog Devices Inc. | 0.29% | 1,346 | $535K | Reduce -9.8% |
| MA Mastercard Inc. Class A | 0.28% | 1,031 | $530K | Add +20.4% |
| CVX Chevron Corp. | 0.26% | 2,947 | $488K | Reduce -7.0% |
| BAC Bank of America Corp. | 0.26% | 8,480 | $483K | Add +7.8% |
| MRK Merck & Co. Inc. | 0.25% | 3,580 | $460K | Reduce -4.2% |
| LIN Linde PLC | 0.24% | 879 | $456K | Add +13.3% |
| PANW Palo Alto Networks Inc. | 0.24% | 1,275 | $445K | Add +21.4% |
| HD Home Depot Inc. | 0.24% | 1,256 | $443K | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,034 | $430K | Add +6.8% |
| SNDK Sandisk Corp. | 0.23% | 188 | $428K | Add +56.7% |
| GEV GE Vernova Inc. | 0.23% | 362 | $426K | Add +4.9% |
| PG The Procter & Gamble Co. | 0.22% | 2,790 | $409K | Add +7.6% |
| PEP Pepsico Inc. | 0.21% | 2,958 | $401K | Reduce -7.2% |
| LOW Lowe's Cos Inc. | 0.21% | 1,799 | $397K | Add +10.3% |
| GS Goldman Sachs Group Inc. | 0.21% | 385 | $389K | Add +19.2% |
| PFXF Vaneck Pref Sec X-Financials | 0.21% | 21,580 | $385K | Add +14.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.20% | 184 | $366K | Reduce -8.0% |
| AMGN Amgen Inc. | 0.19% | 993 | $360K | Reduce -18.4% |
| RTX RTX Corp. | 0.19% | 1,889 | $358K | Reduce -24.5% |
| STRL Sterling Infrastructure Inc. | 0.19% | 426 | $358K | New |
| WFC Wells Fargo & Co. | 0.18% | 4,088 | $338K | Add +28.5% |
| WDC Western Digital Corp. | 0.18% | 566 | $336K | Add +15.3% |
| TER Teradyne Inc. | 0.17% | 667 | $323K | Reduce -15.8% |
| GILD Gilead Sciences Inc. | 0.17% | 2,552 | $322K | Add +17.4% |
| PM Philip Morris International | 0.17% | 1,773 | $321K | Add +10.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,104 | $310K | Add +26.6% |
| APH Amphenol Corp. Class A | 0.16% | 1,626 | $297K | Add +26.7% |
| SPSK SP Funds Dow Jones Global Su | 0.16% | 16,262 | $293K | Add +26.4% |
| ORCL Oracle Corp. | 0.15% | 1,947 | $285K | Add +30.2% |
| COF Capital One Financial Corp. | 0.15% | 1,402 | $281K | Add +10.9% |
| CINF Cincinnati Financial Corp. | 0.15% | 1,508 | $279K | Add +249.1% |
| GLW Corning Inc. | 0.15% | 1,089 | $278K | Add +11.2% |
| C Citigroup Inc. | 0.15% | 1,978 | $277K | Add +11.9% |
| NEE Nextera Energy Inc. | 0.15% | 3,152 | $277K | Reduce -21.3% |
| MPWR Monolithic Power Systems Inc. | 0.15% | 200 | $276K | Reduce -16.3% |
| PGR Progressive Corp. | 0.14% | 1,221 | $267K | Reduce -20.7% |
| VDC Vanguard Consumer Staple ETF | 0.14% | 1,171 | $264K | Reduce -3.8% |
| NXPI NXP Semiconductors NV | 0.14% | 931 | $262K | Reduce -18.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 1,722 | $261K | Add +36.6% |
| STX Seagate Technology Holdings | 0.14% | 318 | $261K | Add +59.8% |
| MCHP Microchip Technology Inc. | 0.14% | 2,853 | $260K | Reduce -16.6% |
| QLD Proshares Ultra QQQ | 0.13% | 2,531 | $245K | Reduce -0.7% |
| BA The Boeing Co. | 0.13% | 1,119 | $242K | Reduce -12.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 503 | $240K | Reduce -17.9% |
| AXP American Express Co. | 0.12% | 682 | $231K | Add +26.3% |
| UNP Union Pacific Corp. | 0.12% | 841 | $229K | Add +27.4% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 450 | $226K | Add +25.0% |
| VZ Verizon Communications Inc. | 0.12% | 5,312 | $225K | Reduce -27.3% |
| JQUA JPMorgan US Quality Factor | 0.12% | 3,102 | $224K | Add +0.0% |
| ALAB Astera Labs Inc. | 0.12% | 458 | $221K | Add +30.1% |
| SBUX Starbucks Corp. | 0.12% | 2,161 | $221K | Add +15.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 440 | $219K | Add +20.6% |
| MCD McDonald's Corp. | 0.11% | 789 | $213K | Add +18.3% |
| ISRG Intuitive Surgical Inc. | 0.11% | 536 | $213K | Add +0.2% |
| PFE Pfizer Inc. | 0.11% | 8,795 | $212K | Add +1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,172 | $209K | Add +28.5% |
| WBD Warner Bros Discovery Inc. | 0.11% | 7,652 | $204K | Add +7.4% |
| T AT&T Inc. | 0.11% | 9,721 | $201K | Add +46.9% |
| APP AppLovin Corp. Class A | 0.11% | 389 | $200K | Add +8.4% |