ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 36179008 177845 SH SOLE 177845 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 18010314 62632 SH SOLE 62632 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 592366 2065 SH SOLE 2065 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 460487 8798 SH SOLE 8798 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 11516290 55295 SH SOLE 55295 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 4638963 13184 SH SOLE 13184 0 0 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 3504676 46673 SH SOLE 46673 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 23976485 75365 SH SOLE 75365 0 0 APPLE INC COM 037833100 BBG001S5N8V8 29592212 116601 SH SOLE 116601 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 614866 25900 SH SOLE 25900 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 37063024 108438 SH SOLE 108438 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCC9 541372 20491 SH SOLE 20491 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 19282137 14599 SH SOLE 14599 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 10363387 10776 SH SOLE 10776 0 0 BTQ TECHNOLOGIES CORP COM 055869101 BBG001SCZZS4 117285 43927 SH SOLE 43927 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 14946026 21097 SH SOLE 21097 0 0 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 25774302 91701 SH SOLE 91701 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 376001 4846 SH SOLE 4846 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 12442357 42128 SH SOLE 42128 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 18716184 18783 SH SOLE 18783 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 10426559 19380 SH SOLE 19380 0 0 DANAHER CORP DEL COM 235851102 BBG001S5QGT0 3322866 17526 SH SOLE 17526 0 0 DIREXION SHARES ETF TRUST DAILY S&P BIOTEC 25460G120 BBG0099SHLB2 1090049 6563 SH SOLE 6563 0 0 DIREXION SHARES ETF TRUST DAILY SMALL CAP 25459W847 BBG001T3NV41 254851 5775 SH SOLE 5775 0 0 D-WAVE QUANTUM INC COM 26740W109 BBG0192379X7 5481798 379889 SH SOLE 379889 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 294326 320 SH SOLE 320 0 0 ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420 BBG00LWJ3BF2 859795 8013 SH SOLE 8013 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 1207449 3390 SH SOLE 3390 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 8759265 146525 SH SOLE 146525 0 0 FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 BBG001SNH6H6 272993 2150 SH SOLE 2150 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 272860 795 SH SOLE 795 0 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 295584 3200 SH SOLE 3200 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 9111269 40310 SH SOLE 40310 0 0 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11313776 43466 SH SOLE 43466 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 11016509 23898 SH SOLE 23898 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 620074 15070 SH SOLE 15070 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 819538 13642 SH SOLE 13642 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 1947627 43032 SH SOLE 43032 0 0 INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 443397 4698 SH SOLE 4698 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 6063939 10506 SH SOLE 10506 0 0 IONQ INC COM 46222L108 BBG00XZP0LC3 4871232 168964 SH SOLE 168964 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 8828694 51769 SH SOLE 51769 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 12465019 100274 SH SOLE 100274 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 410056 2879 SH SOLE 2879 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1624533 2487 SH SOLE 2487 0 0 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 7579144 170971 SH SOLE 170971 0 0 ISHARES TR IBONDS 26 TRM TS 46436E858 BBG00RYR3RM6 8757563 382176 SH SOLE 382176 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 234183 9661 SH SOLE 9661 0 0 ISHARES TR IBONDS 27 TRM TS 46436E841 BBG00RYR47N8 233765 10422 SH SOLE 10422 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 8760142 361392 SH SOLE 361392 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 542891 1730 SH SOLE 1730 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 789880 3185 SH SOLE 3185 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 250957 789 SH SOLE 789 0 0 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1801188 8234 SH SOLE 8234 0 0 ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 5096968 31045 SH SOLE 31045 0 0 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 4143387 45758 SH SOLE 45758 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 2904029 38928 SH SOLE 38928 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 12126829 49611 SH SOLE 49611 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 559516 380 SH SOLE 380 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 3710535 10751 SH SOLE 10751 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 39743751 186014 SH SOLE 186014 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5650744 9350 SH SOLE 9350 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 305272 3082 SH SOLE 3082 0 0 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 16986721 35375 SH SOLE 35375 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 480589 840 SH SOLE 840 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 18028760 48704 SH SOLE 48704 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 12489496 75892 SH SOLE 75892 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 356538 4200 SH SOLE 4200 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 60240027 345413 SH SOLE 345413 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 BBG00SHY8ZR0 46800 10000 SH SOLE 10000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 30211647 206533 SH SOLE 206533 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 388110 2687 SH SOLE 2687 0 0 PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 360640 4600 SH SOLE 4600 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 16981575 131865 SH SOLE 131865 0 0 QUANTUM EMOTION CORP COM 74767K103 BBG001T2ND52 271729 118659 SH SOLE 118659 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SZ9 2287116 162900 SH SOLE 162900 0 0 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 232640 3357 SH SOLE 3357 0 0 ROCKET LAB CORP COM 773121108 BBG01V7JN489 12235580 190526 SH SOLE 190526 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 5668689 15796 SH SOLE 15796 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 7111258 36865 SH SOLE 36865 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 12556577 133609 SH SOLE 133609 0 0 SEALSQ CORP ORD SHS G79483106 BBG01FKLWM75 104449 39866 SH SOLE 39866 0 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 BBG001S7T107 699781 8536 SH SOLE 8536 0 0 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 BBG001S7T1S7 3391047 55355 SH SOLE 55355 0 0 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 BBG001S7T223 1871123 37900 SH SOLE 37900 0 0 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 BBG001S7SCQ6 2633555 17963 SH SOLE 17963 0 0 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 BBG001S7T232 2021463 12499 SH SOLE 12499 0 0 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 BBG001S7R733 294823 5900 SH SOLE 5900 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 BBG001S7TCZ5 1166198 8775 SH SOLE 8775 0 0 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 573554 36118 SH SOLE 36118 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 BBG01X5744Z4 222159 2917 SH SOLE 2917 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 7658301 17798 SH SOLE 17798 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A714 BBG001SMH2H7 208578 2592 SH SOLE 2592 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A870 BBG001SQDKG3 923360 7229 SH SOLE 7229 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R663 BBG001STKCW9 44857413 489496 SH SOLE 489496 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A599 BBG0024LG5C2 9431835 66286 SH SOLE 66286 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A862 BBG001SQDKJ0 11239563 34465 SH SOLE 34465 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A631 BBG0024LG8W4 5033122 19817 SH SOLE 19817 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R853 BBG004T58LZ5 548770 11357 SH SOLE 11357 0 0 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 BBG001S8LH99 534521 1154 SH SOLE 1154 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 1379371 2121 SH SOLE 2121 0 0 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 835093 1354 SH SOLE 1354 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 19000339 57824 SH SOLE 57824 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 577700 1554 SH SOLE 1554 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 13831743 28140 SH SOLE 28140 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 3520422 77714 SH SOLE 77714 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3039979 7929 SH SOLE 7929 0 0 VANECK ETF TRUST URANIUM AND NUCL 92189F601 BBG001SPSHC0 9321569 69987 SH SOLE 69987 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 868432 3024 SH SOLE 3024 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1340305 2243 SH SOLE 2243 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 699588 2671 SH SOLE 2671 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 545259 1804 SH SOLE 1804 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 735491 6088 SH SOLE 6088 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 727938 2673 SH SOLE 2673 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1096816 1572 SH SOLE 1572 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 258690 1148 SH SOLE 1148 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1848229 4139 SH SOLE 4139 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 422979 1688 SH SOLE 1688 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 559144 1850 SH SOLE 1850 0 0 WALMART INC COM 931142103 BBG001S5XH92 15345908 123479 SH SOLE 123479 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 45058252 895079 SH SOLE 895079 0 0