ADVANCED ENERGY INDS COM 007973100 1209587 4292 SH SOLE 0 0 4292 ADVANCED MICRO DEVICES INC COM 007903107 20438290 33409 SH SOLE 0 0 33409 ALPHABET INC CAP STK CL C 02079K107 26293884 77167 SH SOLE 0 0 77167 AMAZON COM INC COM 023135106 17726275 71147 SH SOLE 0 0 71147 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 228901 1888 SH SOLE 0 0 1888 APPLE INC COM 037833100 26003414 78084 SH SOLE 0 0 78084 ASML HLDG NV N Y REGISTRY SHS N07059210 228270 126 SH SOLE 0 0 126 BAKER HUGHES COMPANY CL A 05722G100 6367577 115985 SH SOLE 0 0 115985 BANK OF AMER CORP COM 060505104 6678073 122691 SH SOLE 0 0 122691 BOEING CO COM 097023105 6867874 36914 SH SOLE 0 0 36914 BROADCOM INC COM 11135F101 8913553 25381 SH SOLE 0 0 25381 BWX TECHNOLOGIES INC COM 05605H100 12685515 92595 SH SOLE 0 0 92595 CENTRUS ENERGY CORP CL A 15643U104 8195595 58754 SH SOLE 0 0 58754 CHEVRON CORPORATION COM 166764100 12895180 63147 SH SOLE 0 0 63147 CISCO SYS INC COM 17275R102 8696361 80799 SH SOLE 0 0 80799 CLOUDFLARE INC CL A COM 18915M107 12182582 35080 SH SOLE 0 0 35080 CROWDSTRIKE HLDGS INC CL A 22788C105 16007844 60464 SH SOLE 0 0 60464 DEVON ENERGY CORP NEW COM 25179M103 5390501 117083 SH SOLE 0 0 117083 DIAMONDBACK ENERGY INC COM 25278X109 5038676 27412 SH SOLE 0 0 27412 DIREXION SHARES ETF TRUST DA TE BU 3X ETF 25459W102 224652 965 SH SOLE 0 0 965 DISNEY WALT CO COM 254687106 391173 3729 SH SOLE 0 0 3729 DUTCH BROS INC CL A 26701L100 1308534 33935 SH SOLE 0 0 33935 EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 892649 11094 SH SOLE 0 0 11094 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 615032 3779 SH SOLE 0 0 3779 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1630837 5990 SH SOLE 0 0 5990 FLOWSERVE CORP COM 34354P105 1431324 19575 SH SOLE 0 0 19575 FREEPORT MCMORAN INC CL B 35671D857 7284953 104071 SH SOLE 0 0 104071 GOLDMAN SACHS GROUP INC COM 38141G104 8291415 9209 SH SOLE 0 0 9209 GRANITE CONSTR INC COM 387328107 9552052 82409 SH SOLE 0 0 82409 INTUITIVE SURGICAL INC COM NEW 46120E602 14813938 36431 SH SOLE 0 0 36431 INVESCO QQQ TR UNIT SER 1 46090E103 2031435 2746 SH SOLE 0 0 2746 ISHARES INC CORE MSCI EMKT 46434G103 214668 2645 SH SOLE 0 0 2645 ISHARES TR CORE S&P US GWT 464287671 572725 2956 SH SOLE 0 0 2956 ISHARES TR CORE MSCI TOTAL 46432F834 515796 5430 SH SOLE 0 0 5430 ISHARES TR RUS 1000 GRW ETF 464287614 318912 2546 SH SOLE 0 0 2546 ISHARES TR RUSSELL 2000 ETF 464287655 594713 2140 SH SOLE 0 0 2140 ISHARES TR CORE S&P SCP ETF 464287804 1156748 8503 SH SOLE 0 0 8503 JOHNSON & JOHNSON COM 478160104 1148913 4340 SH SOLE 0 0 4340 JOHNSON CONTROLS INTERNATION SHS G51502105 9734643 65487 SH SOLE 0 0 65487 JPMORGAN CHASE & CO COM 46625H100 8587140 25956 SH SOLE 0 0 25956 KLA CORP COM NEW 482480100 214423 1100 SH SOLE 0 0 1100 L3HARRIS TECHNOLOGIES INC COM 502431109 6950012 29352 SH SOLE 0 0 29352 MEDTRONIC PLC SHS G5960L103 11083088 128440 SH SOLE 0 0 128440 META PLATFORMS INC CL A 30303M102 332386 458 SH SOLE 0 0 458 MICROSOFT CORP COM 594918104 18377095 35830 SH SOLE 0 0 35830 NETFLIX INC. COM 64110L106 2303585 33107 SH SOLE 0 0 33107 NORTHROP GRUMMAN CORP COM 666807102 490249 1014 SH SOLE 0 0 1014 NOVO-NORDISK A S ADR 670100205 8996877 237322 SH SOLE 0 0 237322 NUSCALE PWR CORP CL A COM 67079K100 6308419 798534 SH SOLE 0 0 798534 NVIDIA CORPORATION COM 67066G104 40171196 175896 SH SOLE 0 0 175896 ONDAS INC COM NEW 68236H204 5918396 807421 SH SOLE 0 0 807421 OSCAR HEALTH INC CL A 687793109 8474246 274781 SH SOLE 0 0 274781 PALANTIR TECHNOLOGIES INC CL A 69608A108 14508907 77567 SH SOLE 0 0 77567 POWELL INDS INC COM 739128106 14593053 79108 SH SOLE 0 0 79108 PRIMORIS SVCS CORP COM 74164F103 2539269 34075 SH SOLE 0 0 34075 QUANTA SVCS INC COM 74762E102 16806134 26157 SH SOLE 0 0 26157 REDWIRE CORPORATION COM 75776W103 2469519 236544 SH SOLE 0 0 236544 RTX CORPORATION COM 75513E101 11480435 61839 SH SOLE 0 0 61839 SAGIMET BIOSCIENCES INC COM SER A 786700104 171418 17350 SH SOLE 0 0 17350 SALESFORCE INC COM 79466L302 5637550 24557 SH SOLE 0 0 24557 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 276702 300 SH SOLE 0 0 300 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 543854 3257 SH SOLE 0 0 3257 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 237423 3861 SH SOLE 0 0 3861 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 252849 4735 SH SOLE 0 0 4735 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 236906 1407 SH SOLE 0 0 1407 SERVICENOW INC COM 81762P102 15943036 118969 SH SOLE 0 0 118969 SNOWFLAKE INC COM SHS 833445109 14404135 42420 SH SOLE 0 0 42420 SOFI TECHNOLOGIES INC COM 83406F102 773424 49200 SH SOLE 0 0 49200 SPDR GOLD TR GOLD SHS 78463V107 3520485 9244 SH SOLE 0 0 9244 SPDR SERIES TRUST ST STR SP BIOT 78464A870 1764439 11190 SH SOLE 0 0 11190 SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 1459825 15930 SH SOLE 0 0 15930 SPDR SERIES TRUST SP KENSHO NEWEC 78468R648 261946 3942 SH SOLE 0 0 3942 STARBUCKS CORP COM 855244109 4292715 45687 SH SOLE 0 0 45687 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 527841 692 SH SOLE 0 0 692 SUPER MICRO COMPUTER INC COM NEW 86800U302 12396240 301832 SH SOLE 0 0 301832 SYMBOTIC INC CLASS A COM 87151X101 6423542 152687 SH SOLE 0 0 152687 TEREX CORP NEW COM 880779103 1778143 33805 SH SOLE 0 0 33805 TESLA INC COM 88160R101 418676 1180 SH SOLE 0 0 1180 UNITY SOFTWARE INC COM 91332U101 1105110 27000 SH SOLE 0 0 27000 VANECK ETF TRUST OIL SERVICES ETF 92189H607 431342 1140 SH SOLE 0 0 1140 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 468819 2024 SH SOLE 0 0 2024 VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 455929 2110 SH SOLE 0 0 2110 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1304571 5592 SH SOLE 0 0 5592 XYLEM INC COM 98419M100 8283105 81792 SH SOLE 0 0 81792 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 11396896 361004 SH SOLE 0 0 361004