NVIDIA CORPORATION NVDA
7.7% 8.03% $10.4M 52,205 $8.7M 50,160 +2,045 +4.08% Add APPLE INC AAPL
7.49% 7.7% $10.1M 35,153 $8.4M 33,094 +2,059 +6.22% Add ALPHABET INC GOOGL
6.22% 5.99% $8.4M 23,619 $6.5M 22,719 +900 +3.96% Add V VANGUARD INDEX FDS VOO
4.24% 4.07% $5.7M 8,338 $4.4M 7,386 +952 +12.89% Add PALO ALTO PANW
3.97% 2.26% $5.4M 15,797 $2.5M 15,342 +455 +2.97% Add AMAZON COM INC AMZN
3.83% 4.14% $5.2M 21,804 $4.5M 21,687 +117 +0.54% Add ADVANCED MICRO DEVICES INC AMD
3.7% 1.54% $5.0M 8,647 $1.7M 8,259 +388 +4.70% Add MICROSOFT CORP MSFT
2.96% 3.59% $4.0M 10,766 $3.9M 10,569 +197 +1.86% Add BROADCOM INC AVGO
2.73% 2.73% $3.7M 9,802 $3.0M 9,637 +165 +1.71% Add S STATE STR SPDR S&P 500 ETF T SPY
2.17% — $2.9M 3,923 $0 0 +3,923 New Buy NETFLIX INC NFLX
2.12% 3.4% $2.9M 40,360 $3.7M 38,540 +1,820 +4.72% Add I INTERNATIONAL BUSINESS MACHS IBM
1.93% 2.03% $2.6M 9,313 $2.2M 9,136 +177 +1.94% Add WALMART INC WMT
1.91% 2.43% $2.6M 22,950 $2.6M 21,404 +1,546 +7.22% Add JPMORGAN CHASE & CO JPM
1.72% 1.87% $2.3M 7,120 $2.0M 6,923 +197 +2.85% Add I ISHARES TR IWL
1.66% 1.27% $2.2M 12,103 $1.4M 8,572 +3,531 +41.19% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.64% 1.7% $2.2M 4,434 $1.8M 3,869 +565 +14.60% Add ABBVIE INC ABBV
1.63% 1.72% $2.2M 8,796 $1.9M 8,636 +160 +1.85% Add AXON ENTERPRISE AXON
1.54% 0.3% $2.1M 3,738 $330,409 778 +2,960 +380.46% Add JOHNSON & JOHNSON JNJ
1.53% 1.75% $2.1M 8,162 $1.9M 7,819 +343 +4.39% Add ELI LILLY & CO LLY
1.48% 1.42% $2.0M 1,682 $1.5M 1,682 0 0.00% Unchanged W WISDOMTREE FLOATING RATE TREASURY FUND USFR
1.47% 1.87% $2.0M 39,523 $2.0M 40,376 -853 -2.11% Reduce CROWDSTRIKE HLDGS INC CRWD
1.45% 0.92% $2.0M 2,567 $1.0M 2,568 -1 -0.04% Reduce S SCHWAB STRATEGIC TR SCHF
1.36% 1.3% $1.8M 66,279 $1.4M 56,794 +9,485 +16.70% Add META PLATFORMS INC META
1.32% 1.64% $1.8M 3,173 $1.8M 3,114 +59 +1.89% Add INTUITIVE SURGICAL INC ISRG
1.31% 1.77% $1.8M 4,468 $1.9M 4,181 +287 +6.86% Add I ISHARES CORE IJH
1.29% 1.27% $1.7M 22,611 $1.4M 20,477 +2,134 +10.42% Add DEERE & CO DE
1.27% 1.4% $1.7M 2,700 $1.5M 2,700 0 0.00% Unchanged AMGEN INC COM AMGN
1.26% 1.22% $1.7M 4,737 $1.3M 3,786 +951 +25.12% Add CISCO SYS INC CSCO
1.19% 0.93% $1.6M 13,793 $1.0M 13,095 +698 +5.33% Add SOUTHERN CO SO
1.17% 1.3% $1.6M 16,615 $1.4M 14,755 +1,860 +12.61% Add HOME DEPOT INC HD
1.15% 1.28% $1.6M 4,434 $1.4M 4,264 +170 +3.99% Add PROCTER & GAMBLE CO PG
1.14% 1.35% $1.5M 10,527 $1.5M 10,217 +310 +3.03% Add O OMNICOM GROUP INC OMC
1.01% 1.3% $1.4M 18,820 $1.4M 18,820 0 0.00% Unchanged UNITED PARCEL SVCS INC UPS
1% 1.04% $1.4M 12,660 $1.1M 11,515 +1,145 +9.94% Add SERVICENOW INC NOW
0.98% 1.29% $1.3M 13,462 $1.4M 13,507 -45 -0.33% Reduce PFIZER INC PFE
0.93% 1.1% $1.3M 52,397 $1.2M 42,819 +9,578 +22.37% Add EXXON MOBIL CORP XOM
0.93% 1.3% $1.3M 9,183 $1.4M 8,329 +854 +10.25% Add Q QXO INC QXO
0.89% — $1.2M 69,957 $0 0 +69,957 New Buy CHEVRON CORPORATION CVX
0.89% 1.2% $1.2M 7,266 $1.3M 6,316 +950 +15.04% Add MCDONALDS CORP MCD
0.87% 1.1% $1.2M 4,371 $1.2M 3,864 +507 +13.12% Add AUTODESK INC ADSK
0.85% 0.53% $1.2M 5,983 $570,895 2,423 +3,560 +146.93% Add SALESFORCE INC CRM
0.76% 1.1% $1.0M 6,620 $1.2M 6,432 +188 +2.92% Add I ISHARES CORE IJR
0.76% 0.59% $1.0M 6,949 $641,278 5,161 +1,788 +34.64% Add COCA COLA CO KO
0.74% 0.85% $995,117 12,245 $921,244 12,114 +131 +1.08% Add V VANGUARD SCOTTSDALE FDS VCIT
0.73% 0.69% $984,561 11,912 $745,779 9,012 +2,900 +32.18% Add N NEXTERA ENERGY INC NEE
0.69% 0.63% $937,006 10,702 $687,051 7,417 +3,285 +44.29% Add A AT&T INC T
0.67% 0.34% $905,884 43,880 $371,424 12,910 +30,970 +239.89% Add TESLA INC TSLA
0.67% 0.81% $901,444 2,151 $876,516 2,366 -215 -9.09% Reduce V VANGUARD SCOTTSDALE FDS VGIT
0.63% 0.61% $855,840 14,511 $662,603 11,127 +3,384 +30.41% Add CELSIUS HLDGS INC CELH
0.62% 0.42% $844,028 29,014 $459,192 13,114 +15,900 +121.24% Add 
