ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 101184356 174182 SH SOLE 174182 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 22377259 62617 SH SOLE 62617 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 729626 2065 SH SOLE 2065 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 488108 7550 SH SOLE 7550 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 15106466 63382 SH SOLE 63382 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 4774368 13184 SH SOLE 13184 0 0 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 4930136 46985 SH SOLE 46985 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 29843184 75140 SH SOLE 75140 0 0 APPLE INC COM 037833100 BBG001S5N8V8 33441386 115570 SH SOLE 115570 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 5810370 155774 SH SOLE 155774 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 78184136 108139 SH SOLE 108139 0 0 ARQIT QUANTUM INC COM NEW G0567U127 BBG0110RF7D0 205900 6928 SH SOLE 6928 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 28786202 14470 SH SOLE 14470 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 10282923 10694 SH SOLE 10694 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 3085423 72292 SH SOLE 72292 0 0 BTQ TECHNOLOGIES CORP COM 055869101 BBG001SCZZS4 264638 49098 SH SOLE 49098 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 22477377 21108 SH SOLE 21108 0 0 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 22203493 91497 SH SOLE 91497 0 0 CEREBRAS SYSTEMS INC COM CL A 15675D103 BBG00FNFPQJ2 291720 1320 SH SOLE 1320 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 463497 3946 SH SOLE 3946 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 9318253 42197 SH SOLE 42197 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1782551 7177 SH SOLE 7177 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 236408 2375 SH SOLE 2375 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 17577238 18790 SH SOLE 18790 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 13793125 19340 SH SOLE 19340 0 0 CYABRA INC COM SHS 23249H105 BBG0200RD2J8 5764 14705 SH SOLE 14705 0 0 DANAHER CORP DEL COM 235851102 BBG001S5QGT0 2745324 14413 SH SOLE 14413 0 0 DIREXION SHARES ETF TRUST DA BI BU 3X ETF 25460G120 BBG0099SHLB2 1525638 5223 SH SOLE 5223 0 0 DIREXION SHARES ETF TRUST DAILY SMALL CAP 25459W847 BBG001T3NV41 339873 4525 SH SOLE 4525 0 0 D-WAVE QUANTUM INC COM 26740W109 BBG0192379X7 9801858 408581 SH SOLE 408581 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 377820 315 SH SOLE 315 0 0 ETF SER SOLUTIONS DEFIA QUANT ETF 26922A420 BBG00LWJ3BF2 1533073 9270 SH SOLE 9270 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 1061510 3390 SH SOLE 3390 0 0 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 BBG01ZPB92B3 254888 1688 SH SOLE 1688 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 10125967 169529 SH SOLE 169529 0 0 FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 BBG001SNH6H6 343140 2150 SH SOLE 2150 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 281621 795 SH SOLE 795 0 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 300060 2000 SH SOLE 2000 0 0 HONEYWELL AEROSPACE INC COM 43849R105 BBG020QYV2Q7 4407672 19937 SH SOLE 19937 0 0 HONEYWELL INTL INC COM 438516205 BBG001S5X1N1 4481470 20016 SH SOLE 20016 0 0 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11786283 43577 SH SOLE 43577 0 0 INFLEQTION INC COM SHS 45676K103 BBG01TR9ZK30 357309 26825 SH SOLE 26825 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 BBG00DKCC5Y0 10017 13159 SH SOLE 13159 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 11490964 28895 SH SOLE 28895 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 800213 15281 SH SOLE 15281 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 1284395 13899 SH SOLE 13899 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 2775562 43032 SH SOLE 43032 0 0 INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 882378 4698 SH SOLE 4698 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7783121 10569 SH SOLE 10569 0 0 IONQ INC COM 46222L108 BBG00XZP0LC3 9586907 180002 SH SOLE 180002 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 9944077 51465 SH SOLE 51465 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 14999430 101136 SH SOLE 101136 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 504473 3071 SH SOLE 3071 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1892071 2527 SH SOLE 2527 0 0 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 8746261 197745 SH SOLE 197745 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 281740 11158 SH SOLE 11158 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 10099595 416994 SH SOLE 416994 0 0 ISHARES TR IBONDS 27 TRM TS 46436E841 BBG00RYR47N8 10090391 451068 SH SOLE 451068 0 0 ISHARES TR IBONDS 28 TRM TS 46436E833 BBG00RYR4L11 281267 12704 SH SOLE 12704 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 696521 1768 SH SOLE 1768 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 956933 3185 SH SOLE 3185 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 288671 789 SH SOLE 789 0 0 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 2039237 8412 SH SOLE 8412 0 0 ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 5408755 30849 SH SOLE 30849 0 0 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 4832304 46251 SH SOLE 46251 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3391058 39090 SH SOLE 39090 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6921230 27252 SH SOLE 27252 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 1146498 3800 SH SOLE 3800 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 3152030 10847 SH SOLE 10847 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 79217491 182811 SH SOLE 182811 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4733138 9291 SH SOLE 9291 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 685147 2300 SH SOLE 2300 0 0 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 18498049 34929 SH SOLE 34929 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 483866 859 SH SOLE 859 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 18172602 48718 SH SOLE 48718 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 15886245 75996 SH SOLE 75996 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 331044 4200 SH SOLE 4200 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 69169312 345691 SH SOLE 345691 0 0 OKLO INC COM CL A 02156V109 BBG0112CBMQ8 2714723 51877 SH SOLE 51877 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 BBG00SHY8ZR0 46200 10000 SH SOLE 10000 0 0 OUSTER INC COM NEW 68989M202 BBG00XRTSTS0 257457 4118 SH SOLE 4118 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 23827864 204233 SH SOLE 204233 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 394022 2687 SH SOLE 2687 0 0 PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 713920 4600 SH SOLE 4600 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 24323631 131629 SH SOLE 131629 0 0 QUANTINUUM INC CL A COM 74768A104 BBG0226GKB86 235329 2879 SH SOLE 2879 0 0 QUANTUM EMOTION CORP COM 74767K103 BBG001T2ND52 303489 97272 SH SOLE 97272 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SZ9 3120161 161499 SH SOLE 161499 0 0 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 336640 3357 SH SOLE 3357 0 0 ROCKET LAB CORP COM 773121108 BBG01V7JN489 19349586 190355 SH SOLE 190355 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 7849246 15855 SH SOLE 15855 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 6911959 36431 SH SOLE 36431 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 12346514 133809 SH SOLE 133809 0 0 SEALSQ CORP ORD SHS G79483106 BBG01FKLWM75 157654 50049 SH SOLE 50049 0 0 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 BBG001S7SCQ6 2919344 18400 SH SOLE 18400 0 0 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 BBG001S7T1S7 2957643 55689 SH SOLE 55689 0 0 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 BBG001S7T223 2083928 38872 SH SOLE 38872 0 0 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 BBG001S7T232 2371500 12803 SH SOLE 12803 0 0 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 BBG001S7R733 305946 6019 SH SOLE 6019 0 0 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 BBG001S7T107 727693 8760 SH SOLE 8760 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 BBG001S7TCZ5 1704773 8948 SH SOLE 8948 0 0 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 507742 28318 SH SOLE 28318 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 BBG01X5744Z4 249675 2818 SH SOLE 2818 0 0 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 BBG001SQPN65 262783 1538 SH SOLE 1538 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 6614079 17955 SH SOLE 17955 0 0 SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 BBG001STKCW9 47391672 517151 SH SOLE 517151 0 0 SPDR SERIES TRUST ST STR SP AERO 78464A631 BBG0024LG8W4 5674381 19995 SH SOLE 19995 0 0 SPDR SERIES TRUST ST STR SP BIOT 78464A870 BBG001SQDKG3 889049 5618 SH SOLE 5618 0 0 SPDR SERIES TRUST ST STR SP RETAIL 78464A714 BBG001SMH2H7 239223 2727 SH SOLE 2727 0 0 SPDR SERIES TRUST ST STR SP SEMI 78464A862 BBG001SQDKJ0 21077630 33795 SH SOLE 33795 0 0 SPDR SERIES TRUST ST STR SP600 SML 78468R853 BBG004T58LZ5 654958 11357 SH SOLE 11357 0 0 SPDR SERIES TRUST ST STR SW SERV 78464A599 BBG0024LG5C2 11424532 66496 SH SOLE 66496 0 0 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 BBG001S8LH99 613547 1175 SH SOLE 1175 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 1583899 2121 SH SOLE 2121 0 0 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 952322 1354 SH SOLE 1354 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 18167638 57704 SH SOLE 57704 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 653612 1554 SH SOLE 1554 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 13940406 27805 SH SOLE 27805 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 2467445 78059 SH SOLE 78059 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 4557124 6948 SH SOLE 6948 0 0 VANECK ETF TRUST URANI NUCLE ETF 92189F601 BBG001SPSHC0 8180185 70531 SH SOLE 70531 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 990608 12295 SH SOLE 12295 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1540515 2243 SH SOLE 2243 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 821455 2710 SH SOLE 2710 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 675082 1846 SH SOLE 1846 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 211790 534 SH SOLE 534 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 822895 6253 SH SOLE 6253 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 818091 2736 SH SOLE 2736 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1523760 12749 SH SOLE 12749 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 268828 1175 SH SOLE 1175 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2028645 4084 SH SOLE 4084 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 565176 1688 SH SOLE 1688 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 634717 1850 SH SOLE 1850 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 2183859 13767 SH SOLE 13767 0 0 WALMART INC COM 931142103 BBG001S5XH92 13796314 121811 SH SOLE 121811 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 47724323 947852 SH SOLE 947852 0 0 XANADU QUANTUM TECHNOLO LTD SUB VTG B 98390R102 BBG00KWYHNC3 260535 21514 SH SOLE 21514 0 0