NVIDIA CORPORATION NVDA
4.7% 4.19% $87.1M 435,514 $63.9M 366,508 +69,006 +18.83% Add APPLE INC AAPL
4.41% 3.93% $81.7M 282,465 $59.9M 236,096 +46,369 +19.64% Add A Alphabet Inc Class C GOOG
3.92% 3.14% $72.6M 205,450 $47.8M 166,803 +38,647 +23.17% Add TESLA INC TSLA
2.99% 1.35% $55.5M 131,930 $20.6M 55,407 +76,523 +138.11% Add MICROSOFT CORP MSFT
2.96% 4.66% $54.9M 147,240 $71.0M 191,938 -44,698 -23.29% Reduce I INVESCO QQQ TR QQQ
2.95% 7.66% $54.7M 74,272 $116.8M 202,348 -128,076 -63.29% Reduce AMAZON COM INC AMZN
2.89% 2.95% $53.5M 224,386 $45.0M 216,078 +8,308 +3.84% Add MICRON TECHNOLOGY INC MU
2.77% 1.29% $51.4M 44,507 $19.7M 58,320 -13,813 -23.68% Reduce I ISHARES MSCI SOUTH KOREAETF EWY
2.15% 1.77% $39.9M 197,723 $27.0M 219,274 -21,551 -9.83% Reduce INTEL CORP INTC
1.96% 0.73% $36.3M 260,206 $11.1M 250,575 +9,631 +3.84% Add ADVANCED MICRO DEVICES INC AMD
1.95% 0.86% $36.2M 62,340 $13.1M 64,237 -1,897 -2.95% Reduce BROADCOM INC AVGO
1.79% 1.68% $33.2M 87,992 $25.6M 82,778 +5,214 +6.30% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
1.57% 1.05% $29.1M 60,921 $16.0M 47,435 +13,486 +28.43% Add META PLATFORMS INC META
1.33% 1.8% $24.6M 43,652 $27.5M 47,981 -4,329 -9.02% Reduce VERTIV HOLDINGS CO VRT
1.33% 1.29% $24.6M 73,365 $19.6M 78,370 -5,005 -6.39% Reduce I ISHARES TR SGOV
1.29% 0.63% $23.9M 237,617 $9.6M 95,419 +142,198 +149.02% Add V VANGUARD INDEX FDS VUG
1.26% 1.1% $23.3M 270,900 $16.8M 38,537 +232,363 +602.96% Add ASML HLDG NV ASML
1.24% 1.18% $23.1M 11,592 $18.0M 13,596 -2,004 -14.74% Reduce CORNING INC GLW
1.17% 0.11% $21.7M 84,851 $1.7M 12,211 +72,640 +594.87% Add ELI LILLY & CO LLY
1.16% 0.96% $21.5M 17,932 $14.6M 15,876 +2,056 +12.95% Add T TERADYNE INC TER
1.11% 0.18% $20.6M 42,504 $2.7M 9,210 +33,294 +361.50% Add I ISHARES INC EUSA
1.04% 1.38% $19.2M 168,089 $21.1M 207,072 -38,983 -18.83% Reduce COSTCO WHOLESALE CORPORATION COST
1.03% 1.8% $19.2M 20,472 $27.5M 27,602 -7,130 -25.83% Reduce I ISHARES CORE IJH
0.97% 1.01% $18.0M 234,057 $15.4M 227,564 +6,493 +2.85% Add I ISHARES TR IWD
0.94% 0.86% $17.4M 71,874 $13.2M 61,674 +10,200 +16.54% Add ARISTA NETWORKS INC ANET
0.92% 0.7% $17.0M 100,211 $10.6M 86,323 +13,888 +16.09% Add UNITEDHEALTH GROUP INC UNH
0.91% 0.78% $16.9M 40,598 $11.9M 44,059 -3,461 -7.86% Reduce JPMORGAN CHASE & CO JPM
0.9% 0.88% $16.8M 51,177 $13.4M 45,677 +5,500 +12.04% Add R RETURN STACKED U.S. STOCKS & MANAGED FUTURESETF RSST
0.89% 0.83% $16.5M 504,186 $12.7M 449,086 +55,100 +12.27% Add P PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF QQQA
0.86% — $16.0M 188,008 $0 0 +188,008 New Buy NOVO-NORDISK A S NVO
0.86% 1.09% $16.0M 333,612 $16.5M 450,155 -116,543 -25.89% Reduce I ISHARES TR LQD
0.81% 0.86% $15.0M 137,520 $13.1M 120,513 +17,007 +14.11% Add NETFLIX INC NFLX
0.81% 1.72% $15.0M 209,494 $26.2M 272,178 -62,684 -23.03% Reduce S SPDR SERIES TRUST SPMB
0.79% 0.86% $14.6M 656,299 $13.1M 587,175 +69,124 +11.77% Add S SPDR SERIES TRUST CERY
0.79% 0.41% $14.6M 437,134 $6.3M 178,406 +258,728 +145.02% Add GE VERNOVA INC GEV
0.78% 0.04% $14.5M 12,300 $663,652 760 +11,540 +1,518.42% Add P POWELL INDS INC POWL
0.76% 0.58% $14.2M 49,440 $8.9M 16,477 +32,963 +200.05% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.75% 0.86% $13.8M 27,672 $13.1M 27,325 +347 +1.27% Add AMERICAN EXPRESS CO AXP
0.7% 0.68% $12.9M 38,198 $10.3M 34,068 +4,130 +12.12% Add F FIRST TR EXCHANGE-TRADED FD FDM
0.69% 1.02% $12.8M 137,561 $15.5M 189,337 -51,776 -27.35% Reduce MP MATERIALS CORP MP
0.69% 0.71% $12.8M 228,088 $10.8M 224,688 +3,400 +1.51% Add EXXON MOBIL CORP XOM
0.68% 0.97% $12.6M 91,890 $14.8M 87,085 +4,805 +5.52% Add I INVESCO SHORT TERM TREASURY ETF TBLL
0.66% 0.4% $12.3M 116,391 $6.1M 57,775 +58,616 +101.46% Add GOLDMAN SACHS GROUP INC GS
0.63% 0.66% $11.6M 11,507 $10.0M 11,854 -347 -2.93% Reduce WESTERN DIGITAL CORP WDC
0.62% 0.32% $11.6M 18,135 $4.8M 17,828 +307 +1.72% Add S STATE STREET SPAB
0.62% 0.65% $11.4M 447,565 $9.8M 383,954 +63,611 +16.57% Add JOHNSON & JOHNSON JNJ
0.6% 0.03% $11.1M 43,812 $532,942 2,180 +41,632 +1,909.72% Add I ISHARES TR XT
0.6% 0.51% $11.1M 134,343 $7.7M 113,286 +21,057 +18.59% Add GENERAL MILLS INC COM GIS
0.6% — $11.1M 318,192 $0 0 +318,192 New Buy LAM RESEARCH CORP LRCX
0.59% 0.29% $10.9M 25,178 $4.5M 20,928 +4,250 +20.31% Add 
