ADOBE INC COM 00724F101 BBG001S5NCQ5 303419 586 SH SOLE 0 0 586 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 36426580 222005 SH SOLE 0 0 222005 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10287510 62029 SH SOLE 0 0 62029 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 355279 2125 SH SOLE 0 0 2125 ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 300507 8050 SH SOLE 0 0 8050 AMAZON COM INC COM 023135106 BBG001S5PQL7 9457738 50758 SH SOLE 0 0 50758 AMGEN INC COM 031162100 BBG001S5NNL6 4570707 14185 SH SOLE 0 0 14185 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 3123332 45743 SH SOLE 0 0 45743 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 19388272 84235 SH SOLE 0 0 84235 APPLE INC COM 037833100 BBG001S5N8V8 26775111 114915 SH SOLE 0 0 114915 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 24838411 122932 SH SOLE 0 0 122932 ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 449690 17566 SH SOLE 0 0 17566 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 11559677 13873 SH SOLE 0 0 13873 AVID BIOSERVICES INC COM 05368M106 BBG001SD4YL6 373651 32834 SH SOLE 0 0 32834 BLACKROCK INC COM 09247X101 BBG001SDBP55 10246067 10791 SH SOLE 0 0 10791 BLOCK INC CL A 852234103 BBG001TFLWL5 2181121 32491 SH SOLE 0 0 32491 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1057203 20433 SH SOLE 0 0 20433 CATERPILLAR INC COM 149123101 BBG001S5PJ06 8930052 22832 SH SOLE 0 0 22832 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 19400708 94698 SH SOLE 0 0 94698 CISCO SYS INC COM 17275R102 BBG001S6HC62 210006 3946 SH SOLE 0 0 3946 CME GROUP INC COM 12572Q105 BBG001S86547 9428375 42730 SH SOLE 0 0 42730 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 17464657 19700 SH SOLE 0 0 19700 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 2716478 57822 SH SOLE 0 0 57822 CUMMINS INC COM 231021106 BBG001S5Q9M3 5856066 18086 SH SOLE 0 0 18086 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 9953075 35800 SH SOLE 0 0 35800 DIREXION SHS ETF TR DAILY S&P BIOTCH 25460G120 BBG0099SHLB2 596452 4633 SH SOLE 0 0 4633 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 BBG001T3NV41 402386 9075 SH SOLE 0 0 9075 FEDEX CORP COM 31428X106 BBG001S5R3M5 1161224 4243 SH SOLE 0 0 4243 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 5744946 95957 SH SOLE 0 0 95957 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 BBG001SQ1891 5177500 30114 SH SOLE 0 0 30114 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 BBG001SNH6H6 269718 2150 SH SOLE 0 0 2150 GLOBAL X FDS GENOMIC BIOTECH 37954Y434 BBG00NTYZBH2 631901 56169 SH SOLE 0 0 56169 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5679977 27478 SH SOLE 0 0 27478 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11145979 42531 SH SOLE 0 0 42531 INTELLIA THERAPEUTICS INC COM 45826J105 BBG007KC7PC9 1465236 71301 SH SOLE 0 0 71301 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 452772 2048 SH SOLE 0 0 2048 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 11492770 23394 SH SOLE 0 0 23394 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 1220746 26446 SH SOLE 0 0 26446 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 660547 13794 SH SOLE 0 0 13794 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1650090 43769 SH SOLE 0 0 43769 INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 279950 4867 SH SOLE 0 0 4867 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 5195841 10646 SH SOLE 0 0 10646 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 14106362 59528 SH SOLE 0 0 59528 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 11961059 102266 SH SOLE 0 0 102266 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 323848 2578 SH SOLE 0 0 2578 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1514082 2625 SH SOLE 0 0 2625 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 5905382 131846 SH SOLE 0 0 131846 ISHARES TR IBONDS 25 TRM TS 46436E866 BBG00RYR2N19 6925598 295713 SH SOLE 0 0 295713 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9806888 67355 SH SOLE 0 0 67355 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 417764 1471 SH SOLE 0 0 1471 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 703535 3185 SH SOLE 0 0 3185 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 227220 821 SH SOLE 0 0 821 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1372199 9170 SH SOLE 0 0 9170 ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 4186428 32564 SH SOLE 0 0 32564 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3377555 49014 SH SOLE 0 0 49014 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8343766 51486 SH SOLE 0 0 51486 KLA CORP COM NEW 482480100 BBG001S5SLM4 212963 275 SH SOLE 0 0 275 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 2359670 9920 SH SOLE 0 0 9920 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 24034736 29451 SH SOLE 0 0 29451 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5303713 9073 SH SOLE 0 0 9073 LOWES COS INC COM 548661107 BBG001S5SVL3 325562 1202 SH SOLE 0 0 1202 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 306510 4250 SH SOLE 0 0 4250 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 213980 2600 SH SOLE 0 0 2600 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 14751623 44193 SH SOLE 0 0 44193 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 412729 721 SH SOLE 0 0 721 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 2844594 35429 SH SOLE 0 0 35429 MICROSOFT CORP COM 594918104 BBG001S5TD05 20753584 48231 SH SOLE 0 0 48231 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 8357166 80172 SH SOLE 0 0 80172 NASDAQ INC COM 631103108 BBG001SKTBJ6 306642 4200 SH SOLE 0 0 4200 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 418231 792 SH SOLE 0 0 792 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 47080709 387687 SH SOLE 0 0 387687 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 5855726 157412 SH SOLE 0 0 157412 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 895550 11477 SH SOLE 0 0 11477 PEPSICO INC COM 713448108 BBG001S695T1 376321 2213 SH SOLE 0 0 2213 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 465388 2687 SH SOLE 0 0 2687 PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 320326 4776 SH SOLE 0 0 4776 QUALCOMM INC COM 747525103 BBG001S6VS70 25690989 151079 SH SOLE 0 0 151079 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 4278179 15936 SH SOLE 0 0 15936 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 4008215 33082 SH SOLE 0 0 33082 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 8596919 132648 SH SOLE 0 0 132648 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 3273096 37279 SH SOLE 0 0 37279 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1542316 34032 SH SOLE 0 0 34032 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1508924 11141 SH SOLE 0 0 11141 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 609718 7346 SH SOLE 0 0 7346 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2460192 15973 SH SOLE 0 0 15973 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 352365 3656 SH SOLE 0 0 3656 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1702372 7541 SH SOLE 0 0 7541 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 282567 35950 SH SOLE 0 0 35950 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 929461 3824 SH SOLE 0 0 3824 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1216945 2121 SH SOLE 0 0 2121 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 781004 1371 SH SOLE 0 0 1371 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 26693207 290744 SH SOLE 0 0 290744 SPDR SER TR COMP SOFTWARE 78464A599 BBG0024LG5C2 10589215 65899 SH SOLE 0 0 65899 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 516857 11357 SH SOLE 0 0 11357 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 18818674 190472 SH SOLE 0 0 190472 SPDR SER TR S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 9974219 41516 SH SOLE 0 0 41516 STRYKER CORPORATION COM 863667101 BBG001S8FR03 20618680 57074 SH SOLE 0 0 57074 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 20012707 32353 SH SOLE 0 0 32353 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 349303 2562 SH SOLE 0 0 2562 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3235046 13180 SH SOLE 0 0 13180 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 479379 1817 SH SOLE 0 0 1817 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1236331 2343 SH SOLE 0 0 2343 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1014310 4276 SH SOLE 0 0 4276 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 412017 1541 SH SOLE 0 0 1541 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 569114 5178 SH SOLE 0 0 5178 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 647085 2293 SH SOLE 0 0 2293 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1390639 2371 SH SOLE 0 0 2371 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 223101 1055 SH SOLE 0 0 1055 VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 507733 4539 SH SOLE 0 0 4539 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2799317 6019 SH SOLE 0 0 6019 VISA INC COM CL A 92826C839 BBG001SRCFY3 508658 1850 SH SOLE 0 0 1850 WALMART INC COM 931142103 BBG001S5XH92 12213438 151250 SH SOLE 0 0 151250 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 26458733 526857 SH SOLE 0 0 526857