ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 97197958 158882 SH SOLE 158882 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 20777787 60387 SH SOLE 60387 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 875702 2570 SH SOLE 2570 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 440165 7550 SH SOLE 7550 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 18454291 74069 SH SOLE 74069 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 5813251 13791 SH SOLE 13791 0 0 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 5671486 46779 SH SOLE 46779 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 30165064 76038 SH SOLE 76038 0 0 APPLE INC COM 037833100 BBG001S5N8V8 38519149 115666 SH SOLE 115666 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 3868104 158724 SH SOLE 158724 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 53285285 104199 SH SOLE 104199 0 0 ARQIT QUANTUM INC COM NEW G0567U127 BBG0110RF7D0 220101 9148 SH SOLE 9148 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 27324513 15083 SH SOLE 15083 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 11372913 10747 SH SOLE 10747 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 3187454 73023 SH SOLE 73023 0 0 BTQ TECHNOLOGIES CORP COM 055869101 BBG001SCZZS4 162881 56166 SH SOLE 56166 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 17068346 21052 SH SOLE 21052 0 0 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 25397471 92257 SH SOLE 92257 0 0 CEREBRAS SYSTEMS INC COM CL A 15675D103 BBG00FNFPQJ2 252263 1420 SH SOLE 1420 0 0 CHARLES SCHWAB CORP (THE) COM 808513105 BBG001S5VXD4 13159864 134642 SH SOLE 134642 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 431704 4011 SH SOLE 4011 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 11214709 42808 SH SOLE 42808 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1867047 7350 SH SOLE 7350 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 3580458 41098 SH SOLE 41098 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 17106873 18792 SH SOLE 18792 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 10076989 19508 SH SOLE 19508 0 0 DANAHER CORP DEL COM 235851102 BBG001S5QGT0 3119792 14082 SH SOLE 14082 0 0 DIREXION SHARES ETF TRUST DA BI BU 3X ETF 25460G120 BBG0099SHLB2 1366958 5143 SH SOLE 5143 0 0 DIREXION SHARES ETF TRUST DAILY SMALL CAP 25459W847 BBG001T3NV41 232404 4025 SH SOLE 4025 0 0 D-WAVE QUANTUM INC COM 26740W109 BBG0192379X7 6813402 411189 SH SOLE 411189 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 364480 315 SH SOLE 315 0 0 ETF SER SOLUTIONS DEFIA QUANT ETF 26922A420 BBG00LWJ3BF2 1414766 9331 SH SOLE 9331 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 966454 3390 SH SOLE 3390 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 10571773 177647 SH SOLE 177647 0 0 FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 BBG001SNH6H6 349869 2150 SH SOLE 2150 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 217017 654 SH SOLE 654 0 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 356720 2000 SH SOLE 2000 0 0 HONEYWELL AEROSPACE INC COM 43849R105 BBG020QYV2Q7 3634201 23451 SH SOLE 23451 0 0 HONEYWELL INTL INC COM 438516205 BBG001S5X1N1 4252550 20160 SH SOLE 20160 0 0 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 11364068 44170 SH SOLE 44170 0 0 INFLEQTION INC COM SHS 45676K103 BBG01TR9ZK30 496572 36865 SH SOLE 36865 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 11840659 29119 SH SOLE 29119 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 BBG001T7V3G2 706901 13576 SH SOLE 13576 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 BBG001T7V3J9 961718 11900 SH SOLE 11900 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 2828817 42952 SH SOLE 42952 0 0 INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 BBG001SN6GS4 655011 4296 SH SOLE 4296 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7820958 10572 SH SOLE 10572 0 0 IONQ INC COM 46222L108 BBG00XZP0LC3 8019384 182841 SH SOLE 182841 0 0 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 13878857 51623 SH SOLE 51623 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KR1 213394 5220 SH SOLE 5220 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 13996157 102883 SH SOLE 102883 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 519791 3126 SH SOLE 3126 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1925730 2515 SH SOLE 2515 0 0 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 224353 2107 SH SOLE 2107 0 0 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 8649950 206640 SH SOLE 206640 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 246305 9868 SH SOLE 9868 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 10553658 437548 SH SOLE 437548 0 0 ISHARES TR IBONDS 27 TRM TS 46436E841 BBG00RYR47N8 10560820 473155 SH SOLE 473155 0 0 ISHARES TR IBONDS 28 TRM TS 46436E833 BBG00RYR4L11 246159 11235 SH SOLE 11235 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 636353 1783 SH SOLE 1783 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 885080 3185 SH SOLE 3185 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 301461 789 SH SOLE 789 0 0 ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 1742798 8412 SH SOLE 8412 0 0 ISHARES TR US BR DEL SE ETF 464288794 BBG001SQZT98 5422118 30783 SH SOLE 30783 0 0 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 4107257 47199 SH SOLE 47199 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 3067541 39067 SH SOLE 39067 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 7216192 27258 SH SOLE 27258 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 740734 3800 SH SOLE 3800 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 2626127 11091 SH SOLE 11091 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 58675335 178611 SH SOLE 178611 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4883962 9591 SH SOLE 9591 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 607683 2300 SH SOLE 2300 0 0 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 21486460 34424 SH SOLE 34424 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 496748 685 SH SOLE 685 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 25078502 48896 SH SOLE 48896 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 14204403 75523 SH SOLE 75523 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 386442 4200 SH SOLE 4200 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 80542546 352669 SH SOLE 352669 0 0 OKLO INC COM CL A 02156V109 BBG0112CBMQ8 1972833 53291 SH SOLE 53291 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 BBG00SHY8ZR0 23700 10000 SH SOLE 10000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 37433007 200123 SH SOLE 200123 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 426687 2937 SH SOLE 2937 0 0 PROSHARES TR PSHS ULTRA TECH 74347R693 BBG001SSTD78 692433 4350 SH SOLE 4350 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 24784851 134671 SH SOLE 134671 0 0 QUANTINUUM INC CL A COM 74768A104 BBG0226GKB86 2756722 57360 SH SOLE 57360 0 0 QUANTUM EMOTION CORP COM 74767K103 BBG001T2ND52 143640 97054 SH SOLE 97054 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 BBG00Z911SZ9 2460382 156314 SH SOLE 156314 0 0 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 377663 3357 SH SOLE 3357 0 0 ROCKET LAB CORP COM 773121108 BBG01V7JN489 13439739 192878 SH SOLE 192878 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 6958097 15984 SH SOLE 15984 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 6903117 37184 SH SOLE 37184 0 0 SEALSQ CORP ORD SHS G79483106 BBG01FKLWM75 153022 65394 SH SOLE 65394 0 0 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 BBG001S7SCQ6 3102128 18419 SH SOLE 18419 0 0 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 BBG001S7T1S7 3495168 56832 SH SOLE 56832 0 0 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 BBG001S7T223 2072881 38818 SH SOLE 38818 0 0 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 BBG001S7T232 2137177 12799 SH SOLE 12799 0 0 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 BBG001S7R733 294392 6045 SH SOLE 6045 0 0 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 BBG001S7T107 712504 8840 SH SOLE 8840 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 BBG001S7TCZ5 1740022 8889 SH SOLE 8889 0 0 SOFI TECHNOLOGIES INC COM 83406F102 BBG00YB1ZF08 445159 28318 SH SOLE 28318 0 0 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 BBG001SQPN65 345469 2290 SH SOLE 2290 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 6927670 18191 SH SOLE 18191 0 0 SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 BBG001STKCW9 49770646 543111 SH SOLE 543111 0 0 SPDR SERIES TRUST ST STR SP AERO 78464A631 BBG0024LG8W4 4714725 20388 SH SOLE 20388 0 0 SPDR SERIES TRUST ST STR SP BIOT 78464A870 BBG001SQDKG3 895307 5678 SH SOLE 5678 0 0 SPDR SERIES TRUST ST STR SP RETAIL 78464A714 BBG001SMH2H7 218724 2663 SH SOLE 2663 0 0 SPDR SERIES TRUST ST STR SP SEMI 78464A862 BBG001SQDKJ0 15720446 29683 SH SOLE 29683 0 0 SPDR SERIES TRUST ST STR SP600 SML 78468R853 BBG004T58LZ5 600331 11357 SH SOLE 11357 0 0 SPDR SERIES TRUST ST STR SW SERV 78464A599 BBG0024LG5C2 13087095 67272 SH SOLE 67272 0 0 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 BBG001S8LH99 594241 1169 SH SOLE 1169 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 1617538 2121 SH SOLE 2121 0 0 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 889185 1354 SH SOLE 1354 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 16082184 58398 SH SOLE 58398 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 551375 1554 SH SOLE 1554 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 18654117 27634 SH SOLE 27634 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 4269090 7010 SH SOLE 7010 0 0 VANECK ETF TRUST URANI NUCLE ETF 92189F601 BBG001SPSHC0 7418392 71703 SH SOLE 71703 0 0 VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 BBG001SHVTS1 966291 12322 SH SOLE 12322 0 0 VANGUARD INDEX FDS MRNGSTR SM CP GR 922908595 BBG001SHTTW9 629377 1863 SH SOLE 1863 0 0 VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 BBG001SHTTV0 775235 2725 SH SOLE 2725 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1572029 2243 SH SOLE 2243 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 820738 6309 SH SOLE 6309 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 929591 2941 SH SOLE 2941 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 1706096 13576 SH SOLE 13576 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 254386 1166 SH SOLE 1166 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 2182209 4174 SH SOLE 4174 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 407331 1688 SH SOLE 1688 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 664761 1850 SH SOLE 1850 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1938283 14010 SH SOLE 14010 0 0 WALMART INC COM 931142103 BBG001S5XH92 12758882 122776 SH SOLE 122776 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 49585549 984036 SH SOLE 984036 0 0 XANADU QUANTUM TECHNOLO LTD SUB VTG B 98390R102 BBG00KWYHNC3 100641 21974 SH SOLE 21974 0 0