VANECK ETF TRUSTSMH |
| 22.23% | 6.22% | $29.1M | 44,336 | $3.9M | 10,285 | +34,051+331.07% | Add |
INTEL CORPINTC |
| 8.57% | — | $11.2M | 80,280 | $0 | 0 | +80,280 | New Buy |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.65% | — | $7.4M | 15,445 | $0 | 0 | +15,445 | New Buy |
AMAZON COM INCAMZN |
| 5.38% | 7.62% | $7.0M | 29,528 | $4.8M | 23,210 | +6,318+27.22% | Add |
| SSTATE STREETXLI |
| 5.19% | 9.35% | $6.8M | 36,671 | $5.9M | 36,671 | 00.00% | Unchanged |
| GGLOBAL X FDSPAVE |
| 4.69% | 8.33% | $6.1M | 103,955 | $5.3M | 103,955 | 00.00% | Unchanged |
PALO ALTOPANW |
| 4.08% | — | $5.3M | 15,634 | $0 | 0 | +15,634 | New Buy |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.52% | 5.58% | $4.6M | 45,008 | $3.5M | 45,008 | 00.00% | Unchanged |
GOLDMAN SACHS GROUP INCGS |
| 3.05% | 1.85% | $4.0M | 3,944 | $1.2M | 1,385 | +2,559+184.77% | Add |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 2.84% | 5.12% | $3.7M | 63,610 | $3.2M | 63,610 | 00.00% | Unchanged |
| DDELEK US HLDGS INC NEWDK |
| 2.82% | 5.17% | $3.7M | 72,679 | $3.3M | 72,679 | 00.00% | Unchanged |
| IISHARES TREEM |
| 2.56% | — | $3.3M | 48,927 | $0 | 0 | +48,927 | New Buy |
| IISHARES TRITB |
| 2.37% | — | $3.1M | 29,680 | $0 | 0 | +29,680 | New Buy |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.35% | 4.77% | $3.1M | 60,586 | $3.0M | 60,586 | 00.00% | Unchanged |
| WWISDOMTREE INDIAEPI |
| 2.15% | 10% | $2.8M | 65,613 | $6.3M | 155,346 | -89,733-57.76% | Reduce |
| VVANGUARD S&P SMALL-CAP 600 ETFIVOO |
| 2.07% | — | $2.7M | 20,714 | $0 | 0 | +20,714 | New Buy |
| FFIRST TR EXCHANGE-TRADED FDFPX |
| 1.99% | 3.5% | $2.6M | 13,578 | $2.2M | 13,578 | 00.00% | Unchanged |
VISA INCV |
| 1.99% | 3.61% | $2.6M | 7,582 | $2.3M | 7,582 | 00.00% | Unchanged |
| EETF SER SOLUTIONSQTUM |
| 1.8% | — | $2.4M | 14,276 | $0 | 0 | +14,276 | New Buy |
PALANTIR TECHNOLOGIES INCPLTR |
| 1.67% | — | $2.2M | 18,746 | $0 | 0 | +18,746 | New Buy |
ELI LILLY & COLLY |
| 1.49% | — | $1.9M | 1,622 | $0 | 0 | +1,622 | New Buy |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 1.48% | — | $1.9M | 79,045 | $0 | 0 | +79,045 | New Buy |
BWX TECHNOLOGIES INCBWXT |
| 1.46% | 3.17% | $1.9M | 9,818 | $2.0M | 9,818 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLRE |
| 1.35% | 2.59% | $1.8M | 40,192 | $1.6M | 40,192 | 00.00% | Unchanged |
MICROSOFT CORPMSFT |
| 1.21% | — | $1.6M | 4,250 | $0 | 0 | +4,250 | New Buy |
| IISHARES TRIVV |
| 1.11% | — | $1.5M | 1,944 | $0 | 0 | +1,944 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.11% | — | $1.5M | 6,563 | $0 | 0 | +6,563 | New Buy |
META PLATFORMS INCMETA |
| 1.04% | 4.35% | $1.4M | 2,411 | $2.8M | 4,820 | -2,409-49.98% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.83% | 1.59% | $1.1M | 9,260 | $1.0M | 9,260 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLU |
| 0.44% | 0.92% | $578,856 | 12,767 | $585,878 | 12,767 | 00.00% | Unchanged |
| IISHARES TRFXI |
| 0.39% | — | $512,232 | 16,215 | $0 | 0 | +16,215 | New Buy |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.29% | — | $377,465 | 2,405 | $0 | 0 | +2,405 | New Buy |
MASTERCARD INCORPORATEDMA |
| 0.28% | 0.67% | $368,765 | 718 | $422,213 | 845 | -127-15.03% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.27% | 0.49% | $354,646 | 474 | $308,900 | 474 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 0.27% | 0.57% | $348,601 | 3,254 | $360,738 | 3,254 | 00.00% | Unchanged |