O OMADA HEALTH INC COM OMDA
10% 6.78% $75.6M 3.4M $43.3M 3.4M 0 0.00% Unchanged NVIDIA CORPORATION NVDA
5.83% 6.12% $44.1M 220,305 $39.1M 224,447 -4,142 -1.85% Reduce APPLE INC AAPL
5.24% 5.47% $39.7M 137,044 $35.0M 137,777 -733 -0.53% Reduce I ISHARES TR ITOT
4.12% 4.68% $31.1M 189,462 $29.9M 209,887 -20,425 -9.73% Reduce MICROSOFT CORP MSFT
3.44% 4.07% $26.0M 69,700 $26.0M 70,193 -493 -0.70% Reduce AMAZON COM INC AMZN
2.89% 2.98% $21.9M 91,688 $19.1M 91,482 +206 +0.23% Add ALPHABET INC GOOGL
2.61% 2.49% $19.7M 55,156 $15.9M 55,380 -224 -0.40% Reduce BROADCOM INC AVGO
2.19% 2.12% $16.5M 43,785 $13.6M 43,866 -81 -0.18% Reduce A Alphabet Inc Class C GOOG
2.1% 2.04% $15.9M 44,871 $13.0M 45,359 -488 -1.08% Reduce MICRON TECHNOLOGY INC MU
1.63% 0.56% $12.3M 10,661 $3.6M 10,662 -1 -0.01% Reduce META PLATFORMS INC META
1.55% 1.86% $11.7M 20,777 $11.9M 20,807 -30 -0.14% Reduce TESLA INC TSLA
1.53% 1.57% $11.5M 27,449 $10.0M 26,908 +541 +2.01% Add ELI LILLY & CO LLY
1.2% 1.1% $9.1M 7,550 $7.0M 7,641 -91 -1.19% Reduce ADVANCED MICRO DEVICES INC AMD
1.18% 0.49% $8.9M 15,365 $3.1M 15,375 -10 -0.07% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.12% 1.27% $8.5M 16,933 $8.1M 16,918 +15 +0.09% Add JPMORGAN CHASE & CO JPM
1.1% 1.19% $8.3M 25,303 $7.6M 25,896 -593 -2.29% Reduce JOHNSON & JOHNSON JNJ
0.76% 0.88% $5.8M 22,771 $5.6M 22,946 -175 -0.76% Reduce INTEL CORP INTC
0.76% 0.29% $5.8M 41,413 $1.9M 42,201 -788 -1.87% Reduce APPLIED MATLS INC AMAT
0.71% 0.4% $5.4M 7,476 $2.6M 7,560 -84 -1.11% Reduce EXXON MOBIL CORP XOM
0.71% 1.07% $5.4M 39,324 $6.8M 40,262 -938 -2.33% Reduce VISA INC V
0.71% 0.76% $5.4M 15,623 $4.8M 16,039 -416 -2.59% Reduce ROYAL BK CDA COM RY
0.69% 0.63% $5.2M 25,240 $4.0M 24,827 +413 +1.66% Add LAM RESEARCH CORP LRCX
0.67% 0.4% $5.1M 11,768 $2.6M 11,961 -193 -1.61% Reduce WALMART INC WMT
0.62% 0.81% $4.7M 41,567 $5.2M 41,530 +37 +0.09% Add CATERPILLAR INC CAT
0.61% 0.49% $4.6M 4,316 $3.1M 4,419 -103 -2.33% Reduce CISCO SYS INC CSCO
0.58% 0.46% $4.4M 37,286 $2.9M 37,987 -701 -1.85% Reduce ABBVIE INC ABBV
0.56% 0.57% $4.2M 16,771 $3.7M 16,876 -105 -0.62% Reduce COSTCO WHOLESALE CORPORATION COST
0.52% 0.66% $3.9M 4,193 $4.2M 4,232 -39 -0.92% Reduce MASTERCARD INCORPORATED MA
0.52% 0.6% $3.9M 7,628 $3.9M 7,725 -97 -1.26% Reduce KLA CORP KLAC
0.49% 0.29% $3.7M 12,354 $1.9M 1,258 +11,096 +882.03% Add GE AEROSPACE GE
0.48% 0.44% $3.6M 9,724 $2.8M 9,932 -208 -2.09% Reduce B BANK OF AMER CORP BAC
0.47% 0.48% $3.6M 62,517 $3.1M 62,904 -387 -0.62% Reduce UNITEDHEALTH GROUP INC UNH
0.47% 0.37% $3.6M 8,559 $2.3M 8,665 -106 -1.22% Reduce HOME DEPOT INC HD
0.44% 0.49% $3.3M 9,357 $3.1M 9,476 -119 -1.26% Reduce PROCTER & GAMBLE CO PG
0.43% 0.5% $3.2M 22,005 $3.2M 22,337 -332 -1.49% Reduce S SANDISK CORP COM SNDK
0.41% 0.14% $3.1M 1,376 $866,000 1,363 +13 +0.95% Add MERCK & CO INC MRK
0.4% 0.45% $3.0M 23,473 $2.8M 23,676 -203 -0.86% Reduce GE VERNOVA INC GEV
0.4% 0.35% $3.0M 2,552 $2.3M 2,579 -27 -1.05% Reduce COCA COLA CO KO
0.39% 0.44% $3.0M 36,716 $2.8M 37,333 -617 -1.65% Reduce CHEVRON CORPORATION CVX
0.38% 0.58% $2.9M 17,471 $3.7M 17,908 -437 -2.44% Reduce UBS GROUP AG UBS
0.38% 0.34% $2.8M 57,440 $2.2M 56,287 +1,153 +2.05% Add NETFLIX INC NFLX
0.38% 0.61% $2.8M 39,719 $3.9M 40,392 -673 -1.67% Reduce GOLDMAN SACHS GROUP INC GS
0.37% 0.37% $2.8M 2,738 $2.4M 2,807 -69 -2.46% Reduce PHILIP MORRIS INTL INC PM
0.35% 0.38% $2.7M 14,735 $2.5M 14,856 -121 -0.81% Reduce PALO ALTO PANW
0.34% 0.19% $2.6M 7,634 $1.2M 7,634 0 0.00% Unchanged TEXAS INSTRS INC TXN
0.34% 0.26% $2.6M 8,574 $1.7M 8,648 -74 -0.86% Reduce SHOPIFY INC SHOP
0.34% 0.4% $2.5M 22,197 $2.6M 21,819 +378 +1.73% Add I INTERNATIONAL BUSINESS MACHS IBM
0.33% 0.34% $2.5M 8,857 $2.2M 8,868 -11 -0.12% Reduce MARVELL TECHNOLOGY INC MRVL
0.32% 0.13% $2.4M 8,206 $804,000 8,122 +84 +1.03% Add PALANTIR TECHNOLOGIES INC PLTR
0.32% 0.48% $2.4M 20,853 $3.1M 20,968 -115 -0.55% Reduce 
