| ADVANCED MICRO DEVICES INC COM | Stock | $3K | 0.6% | 4,489 SH | New |
| AIRBNB INC COM CL A | Stock | $2K | 0.5% | 13,148 SH | New |
| ALPHABET INC CAP STK CL A | Stock | $452 | 0.1%Prev: 0.1% | 1,315 SH | Increased-449 SH |
| ALPHABET INC CAP STK CL C | Stock | $24K | 5.6%Prev: 6.3% | 70,180 SH | Decreased-53,514 SH |
| ALTRIA GROUP INC COM | Stock | $2K | 0.4% | 25,701 SH | New |
| AMAZON COM INC COM | Stock | $24K | 5.7%Prev: 6.5% | 98,258 SH | Decreased-44,502 SH |
| APPLIED MATLS INC COM | Stock | $1K | 0.3% | 2,508 SH | New |
| APPLOVIN CORP COM CL A | Stock | $538 | 0.1% | 1,853 SH | New |
| ARISTA NETWORKS INC COM SHS | Stock | $2K | 0.4% | 8,581 SH | New |
| BLOOM ENERGY CORP COM CL A | Stock | $11K | 2.5% | 38,470 SH | New |
| BOSTON SCIENTIFIC CORP COM | Stock | $60 | 0.0%Prev: 2.9% | 1,369 SH | Decreased-139,974 SH |
| BROADCOM INC COM | Stock | $1K | 0.3% | 4,109 SH | New |
| CISCO SYS INC COM | Stock | $2K | 0.4% | 16,431 SH | New |
| CLOUDFLARE INC CL A COM | Stock | $3K | 0.7% | 8,113 SH | New |
| COMFORT SYS USA INC COM | Stock | $2K | 0.4% | 1,027 SH | New |
| CORPAY INC COM SHS | Stock | $2K | 0.4% | 4,545 SH | New |
| CROWDSTRIKE HLDGS INC CL A | Stock | $7K | 1.7% | 27,407 SH | New |
| DAVITA INC COM | Stock | $1K | 0.3% | 7,152 SH | New |
| DEFIANCE AI & POWER INFRASTRUCTURE ETF | ETF | $2K | 0.6% | 86,536 SH | New |
| DELL TECHNOLOGIES INC CL C | Stock | $2K | 0.5% | 4,322 SH | New |
| DISNEY WALT CO COM | Stock | $2K | 0.4% | 14,297 SH | New |
| EBAY INC. COM | Stock | $144 | 0.0% | 13,604 SH | New |
| ECHOSTAR CORP CL A | Stock | $1K | 0.3% | 13,918 SH | New |
| ELI LILLY & CO COM | Stock | $9K | 2.1% | 7,871 SH | New |
| FORD MTR CO COM | Stock | $2K | 0.4% | 144,434 SH | New |
| FOX CORP CL B COM | Stock | $2K | 0.4% | 29,071 SH | New |
| GE VERNOVA INC COM | Stock | $2K | 0.4% | 1,650 SH | New |
| GLOBE LIFE INC COM | Stock | $2K | 0.4% | 10,187 SH | New |
| GOLDMAN SACHS GROUP INC COM | Stock | $12K | 2.8%Prev: 5.6% | 13,438 SH | Decreased-20,097 SH |
| HUMANA INC COM | Stock | $11K | 2.5% | 28,266 SH | New |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | $1K | 0.4% | 17,494 SH | New |
| INTUITIVE SURGICAL INC COM NEW | Stock | $9K | 2.0%Prev: 5.2% | 21,072 SH | Decreased-34,305 SH |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | ETF | $5K | 1.2% | 86,158 SH | New |
| ISHARES ASIA 50 ETF | ETF | $175 | 0.0% | 1,233 SH | New |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $3K | 0.6%Prev: 0.3% | 23,764 SH | Increased+9,901 SH |
| ISHARES RUSSELL MIDCAP ETF | ETF | $207 | 0.0%Prev: 0.0% | 1,943 SH | Increased |
| ISHARES U.S. INDUSTRIALS ETF | ETF | $2K | 0.6%Prev: 0.5% | 15,700 SH | Increased-289 SH |
| ISHARES U.S. REGIONAL BANKS ETF | ETF | $2K | 0.5% | 40,076 SH | New |
| KLA CORP COM NEW | Stock | $1K | 0.3% | 6,153 SH | New |
| KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | ETF | $3K | 0.6% | 57,001 SH | New |
| LAM RESEARCH CORP COM NEW | Stock | $2K | 0.4% | 5,553 SH | New |
| LUMENTUM HLDGS INC COM | Stock | $2K | 0.4% | 1,761 SH | New |
| MARATHON PETE CORP COM | Stock | $6K | 1.4% | 14,656 SH | New |
| MARRIOTT INTL INC NEW CL A | Stock | $8K | 1.9% | 22,747 SH | New |
| MARVELL TECHNOLOGY INC COM | Stock | $2K | 0.5% | 8,031 SH | New |
| MASTERCARD INCORPORATED CL A | Stock | $19K | 4.6%Prev: 8.2% | 35,217 SH | Decreased-33,937 SH |
| MICROCHIP TECHNOLOGY INC. COM | Stock | $1K | 0.3% | 18,856 SH | New |
| MICRON TECHNOLOGY INC COM | Stock | $2K | 0.4% | 1,800 SH | New |
| MICROSOFT CORP COM | Stock | $13K | 3.0%Prev: 6.5% | 25,090 SH | Decreased-34,881 SH |
| MONOLITHIC PWR SYS INC COM | Stock | $2K | 0.4% | 1,324 SH | New |
| MORGAN STANLEY COM NEW | Stock | $7K | 1.8% | 39,766 SH | New |
| MSCI INC COM | Stock | $10K | 2.4% | 19,142 SH | New |
| NETFLIX INC. COM | Stock | $91 | 0.0% | 1,310 SH | New |
| NORTHERN TR CORP COM | Stock | $2K | 0.4% | 10,628 SH | New |
| NVIDIA CORPORATION COM | Stock | $19K | 4.5% | 84,754 SH | New |
| OLD DOMINION FREIGHT LINE INC COM | Stock | $1K | 0.3% | 7,976 SH | New |
| PALANTIR TECHNOLOGIES INC CL A | Stock | $12K | 2.8% | 63,624 SH | New |
| PROLOGIS INC. COM | Stock | $8K | 1.9% | 60,858 SH | New |
| SAMSARA INC COM CL A | Stock | $64 | 0.0%Prev: 4.1% | 1,676 SH | Decreased-524,011 SH |
| SANDISK CORP COM | Stock | $2K | 0.4% | 1,014 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | $2K | 0.4% | 1,931 SH | New |
| SERVICENOW INC COM | Stock | $12K | 2.7%Prev: 4.8% | 86,597 SH | Decreased+61,841 SH |
| SOLVENTUM CORP COM SHS | Stock | $2K | 0.4% | 18,663 SH | New |
| SOUTHWEST AIRLS CO COM | Stock | $1K | 0.3% | 31,344 SH | New |
| STATE STR CORP COM | Stock | $2K | 0.4% | 9,297 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $22K | 5.1% | 240,135 SH | New |
| STATE STREET SPDR S&P 500 ETF | ETF | $1K | 0.3% | 1,889 SH | New |
| STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | ETF | $2K | 0.5% | 27,143 SH | New |
| STEEL DYNAMICS INC COM | Stock | $2K | 0.4% | 8,057 SH | New |
| STONEX GROUP INC COM | Stock | $4K | 0.9% | 56,266 SH | New |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | $2K | 0.4% | 7,763 SH | New |
| TERADYNE INC COM | Stock | $2K | 0.4% | 4,676 SH | New |
| TEXAS INSTRS INC COM | Stock | $2K | 0.4% | 6,071 SH | New |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | $9K | 2.2%Prev: 1.4% | 28,239 SH | Increased+21,091 SH |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | ETF | $5K | 1.2%Prev: 0.6% | 61,049 SH | Increased+20,159 SH |
| TUTTLE CAPITAL PURE PLAY PHOTONICS ETF | ETF | $3K | 0.6% | 139,147 SH | New |
| VALERO ENERGY CORP COM | Stock | $2K | 0.5% | 5,706 SH | New |
| VANGUARD CORE PLUS BOND ETF | ETF | $929 | 0.2%Prev: 0.2% | 12,546 SH | Increased+2,804 SH |
| VANGUARD REAL ESTATE ETF | ETF | $247 | 0.1%Prev: 0.3% | 2,755 SH | Decreased-14,825 SH |
| VANGUARD S&P 500 ETF | ETF | $29K | 6.8% | 41,298 SH | New |
| VEEVA SYS INC CL A COM | Stock | $2K | 0.4% | 5,900 SH | New |
| VERTIV HOLDINGS CO COM CL A | Stock | $4K | 1.0% | 17,449 SH | New |
| VISA INC COM CL A | Stock | $21K | 4.9%Prev: 8.3% | 58,146 SH | Decreased-58,335 SH |
| WALMART INC COM | Stock | $11K | 2.7% | 109,677 SH | New |
| WESTERN DIGITAL CORP COM | Stock | $2K | 0.4% | 3,674 SH | New |
| WILLIAMS SONOMA INC COM | Stock | $2K | 0.4% | 7,552 SH | New |
| YUM BRANDS INC COM | Stock | $2K | 0.4% | 11,921 SH | New |