ADOBE INC COM 00724F101 BBG001S5NCQ5 206712 586 SH SOLE 586 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 35767643 221074 SH SOLE 221074 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 17025995 70037 SH SOLE 70037 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 502931 2065 SH SOLE 2065 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 322918 8310 SH SOLE 8310 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 11936703 54364 SH SOLE 54364 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 3737595 13244 SH SOLE 13244 0 0 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 4049741 46656 SH SOLE 46656 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 21400856 87102 SH SOLE 87102 0 0 APPLE INC COM 037833100 BBG001S5N8V8 29465955 115721 SH SOLE 115721 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 521587 22737 SH SOLE 22737 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 25341284 123773 SH SOLE 123773 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 529074 19052 SH SOLE 19052 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 14208657 14677 SH SOLE 14677 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 12707983 10900 SH SOLE 10900 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 11137158 23341 SH SOLE 23341 0 0 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 23376899 95319 SH SOLE 95319 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 269985 3946 SH SOLE 3946 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 11631409 43049 SH SOLE 43049 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 378117 2763 SH SOLE 2763 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 18332324 19805 SH SOLE 19805 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 8021229 18991 SH SOLE 18991 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 6507855 32825 SH SOLE 32825 0 0 DEFI TECHNOLOGIES INC COM 244916102 BBG001SC80T0 78412 37162 SH SOLE 37162 0 0 DIREXION SHS ETF TR DAILY S&P BIOTCH 25460G120 BBG0099SHLB2 612865 6547 SH SOLE 6547 0 0 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 BBG001T3NV41 261261 5775 SH SOLE 5775 0 0 D-WAVE QUANTUM INC COM 26740W109 BBG0192379X7 9779674 395778 SH SOLE 395778 0 0 ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420 BBG00LWJ3BF2 668696 6374 SH SOLE 6374 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 807649 3425 SH SOLE 3425 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 8093122 135088 SH SOLE 135088 0 0 FIRST TR EXCHANGE-TRADED FD SHS 337344105 BBG001SNH6H6 303387 2150 SH SOLE 2150 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 8436840 40080 SH SOLE 40080 0 0 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11296525 43322 SH SOLE 43322 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 10697742 23920 SH SOLE 23920 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 605472 14553 SH SOLE 14553 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 681313 12835 SH SOLE 12835 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1918365 43032 SH SOLE 43032 0 0 INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 330382 4698 SH SOLE 4698 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 6493691 10816 SH SOLE 10816 0 0 IONQ INC COM 46222L108 BBG00XZP0LC3 10633473 172902 SH SOLE 172902 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 9872141 51975 SH SOLE 51975 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 12199642 102665 SH SOLE 102665 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 392818 2697 SH SOLE 2697 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1588249 2373 SH SOLE 2373 0 0 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 242326 2107 SH SOLE 2107 0 0 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 6960422 156943 SH SOLE 156943 0 0 ISHARES TR IBONDS 26 TRM TS 46436E858 BBG00RYR3RM6 8052880 350888 SH SOLE 350888 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 8062327 331783 SH SOLE 331783 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 553989 1731 SH SOLE 1731 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 770643 3185 SH SOLE 3185 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 262611 789 SH SOLE 789 0 0 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1658595 7926 SH SOLE 7926 0 0 ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 5553148 31395 SH SOLE 31395 0 0 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 4683071 43665 SH SOLE 43665 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 2833190 39509 SH SOLE 39509 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 9285677 50079 SH SOLE 50079 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 409868 380 SH SOLE 380 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 3148777 10310 SH SOLE 10310 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 36100913 269611 SH SOLE 269611 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4659626 9334 SH SOLE 9334 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 259104 3082 SH SOLE 3082 0 0 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 21547417 41908 SH SOLE 41908 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 602926 821 SH SOLE 821 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 25126013 48511 SH SOLE 48511 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 12842012 80788 SH SOLE 80788 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 371490 4200 SH SOLE 4200 0 0 NUSCALE PWR CORP CL A COM 67079K100 BBG00YG48PG8 239904 6664 SH SOLE 6664 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 71331400 382310 SH SOLE 382310 0 0 OKLO INC COM CL A 02156V109 BBG0112CBMQ8 369830 3313 SH SOLE 3313 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 BBG00SHY8ZR0 79700 10000 SH SOLE 10000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 39100085 214341 SH SOLE 214341 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 412858 2687 SH SOLE 2687 0 0 PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 442530 4776 SH SOLE 4776 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 25126183 151035 SH SOLE 151035 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SZ9 5022177 168586 SH SOLE 168586 0 0 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 480655 3357 SH SOLE 3357 0 0 ROCKET LAB CORP COM 773121108 BBG01V7JN489 9375556 195691 SH SOLE 195691 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 5500204 15736 SH SOLE 15736 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 6109720 36513 SH SOLE 36513 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 12654266 132547 SH SOLE 132547 0 0 SEALSQ CORP ORD SHS G79483106 BBG01FKLWM75 103407 27649 SH SOLE 27649 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 4867333 54481 SH SOLE 54481 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1940936 36030 SH SOLE 36030 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1841506 11940 SH SOLE 11940 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 677274 8642 SH SOLE 8642 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2411120 17325 SH SOLE 17325 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 513254 5727 SH SOLE 5727 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2115923 7507 SH SOLE 7507 0 0 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 949799 35950 SH SOLE 35950 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 502230 1083 SH SOLE 1083 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 6258405 17606 SH SOLE 17606 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1412968 2121 SH SOLE 2121 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 817157 1371 SH SOLE 1371 0 0 SPDR SERIES TRUST AEROSPACE DEF 78464A631 BBG0024LG8W4 4424062 18829 SH SOLE 18829 0 0 SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 30994068 337810 SH SOLE 337810 0 0 SPDR SERIES TRUST COMP SOFTWARE 78464A599 BBG0024LG5C2 13205028 66773 SH SOLE 66773 0 0 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 BBG004T58LZ5 526056 11357 SH SOLE 11357 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 BBG001SQDKG3 776951 7754 SH SOLE 7754 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 BBG001SMH2H7 249146 2891 SH SOLE 2891 0 0 SPDR SERIES TRUST S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 13303634 41689 SH SOLE 41689 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 21447274 58017 SH SOLE 58017 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 707105 1590 SH SOLE 1590 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 16151739 33301 SH SOLE 33301 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 4337987 76279 SH SOLE 76279 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 4360170 13360 SH SOLE 13360 0 0 VANECK ETF TRUST URANIUM AND NUCL 92189F601 BBG001SPSHC0 8340440 61485 SH SOLE 61485 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 860952 2931 SH SOLE 2931 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1373568 2243 SH SOLE 2243 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 679945 2674 SH SOLE 2674 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 539883 1814 SH SOLE 1814 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 799908 6095 SH SOLE 6095 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 700920 2700 SH SOLE 2700 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 2074885 2779 SH SOLE 2779 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 217356 1061 SH SOLE 1061 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1743973 4453 SH SOLE 4453 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 254652 1688 SH SOLE 1688 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 631553 1850 SH SOLE 1850 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 247447 1263 SH SOLE 1263 0 0 WALMART INC COM 931142103 BBG001S5XH92 14945762 145020 SH SOLE 145020 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 30931056 615299 SH SOLE 615299 0 0