Bought: SLV
Added to: NMIH BRK.B CE EQT ICLR SLB URI EQX LYB BGC RUSHA RGLD MCK TMHC-OLD WAB MCHP

Added to: MSFT MA V

Bought: RACE MSCI UNP DLR CVS FDXF MS QCOM APTV AVB-OLD SNOW EQH TTWO SPCX BCE USFD UBS BTSG NTRA DB CRBG SEDG BRKR CME TW INFQ QNT ARTV FRVO ALT TOL DPC XE AZUL
Added to: AMZN META IBKR SHW APD WAT HD TMO SE FDX JPM MAA BMRN V AON CCL BA LII

Bought: ABT TME
Added to: CNX ACI REGN GLIBK ESRT AVTR SAM CLW

Bought: AJG NU ADI SPGI TXN V UNH
Added to: RYAAY ICLR HCA MSFT MA AMZN

Bought: V MA SPGI NFLX PSUS
Added to: HHH UBER META QSR MSFT

Bought: WBD KEYS XYZ FLEX TTMI PFGC SYY ARES SPCX EROC BLCO CORZ APLD WOLF
Added to: GOOGL NSC COF LYV TSM TDG UNP HUT ASML APG CRH SGI DHR

Bought: YNDX STX HD AMAT LIN TTMI STRL ONON BTDR SHAZ KGS IBKR SE
Added to: MDLN PFGC NU USFD CVNA WULF V GOOGL

Bought: ASH VGNT
Added to: XRAY PVH APTV ABM NESR NOMD

Added to: AMZN META MSFT PGR CB V TOL

Bought: BA AAL CRWV AVGO SPCX GT
Added to: AMZN TSM META UBER BIDU GOOG VST NVDA EWY NRG ASML

Bought: MAIR TWLO ROL AGL
Added to: FN FERG SHOP FLS CRH CVNA XMTR AUR GSHD

Added to: IEP SD

Bought: HD FDXF

Bought: BKNG COO BIRK AMD MU INTC RSP IJK IJR XT PUK VUG
Added to: MRSH SYY EQH GOOG BAC COF SCHW SYF ICE CRM AMRZ FISV ADBE AER NFLX ROP GPN CPNG ELV TEL CG RJF OC ICLR BDX WDAY CRL CDW MSFT PAYC HLN FBIN UNP NDAQ CNH CRBG ABM SAP BABA IQV UL MTN JPM VTV WMG WMT NVDA META PEP PM CIGI

Bought: PFE CPB UPS
Added to: BRK.B BRK.A KHC PGR

Bought: DHI
Added to: GOOGL GOOG DAL LEN M NYT LEN.B

Added to: PDD BRK.B

Bought: FRPT
Added to: GXO

Bought: CBRS AMD STX V DHR SPCX APLD CIFR CORZ
Added to: INTC CPAY XYZ CPNG MELI RDDT

Bought: DHR INTU SAP GEHC FPAG FPAS WLFC
Added to: AJG PYPL CNH BDX BAX MTN TMO VBIL MICC JEF IFF CMCSA MRSH FBIN KMX NOV AMRZ DEI AVTR UBER VT VYX VNO AVGO LPLA WAT GOOG PCG SCCO HYBB

Bought: META VAC

Bought: NYT MSA WSO VEEV AXP HWKN QQQ
Added to: ADP RMD BFAM SCHW KNSL PGR TWFG AAON FERG MA ITB

Bought: HAE PPL DT HLI COF FDXF VEA IWD
Added to: RLI MAS ZBRA SMG PBH MAT CG RCL XRAY NCLH CRL PGR MIDD CBRE JLL SCHW CLB T BIO FISV MANU OMC CVS VT SSD REZI FDS IWN TSM MHK KSPI XCEM GCMG

Bought: CR MSFT
Added to: BABA GDS CEG CPNG

Bought: WBS-OLD
Added to: Z MBI SEG RFL BMY BP WRLC BAYRY HLN JPM ZDGE MSFT

Bought: MLM VMC
Added to: GOOG SPGI FER V

Added to: APP BKNG UBER SPGI META RPRX DHR LYV

Bought: VEEV ACN
Added to: CAG CRM IVV ADBE MDT BDX CMCSA EFA DIS INTU CSGP TMO NKE NOW

Bought: APH GEV WEAT CORN TAGS SCHC
Added to: INTU MKTX VNT DVN WDAY DHR FTV BAM CMCO IBM CME VTOL SWK DIS MSFT TMO CRK CI ACGL UPS TREX RSP VYMI CRGY REI QCOM NOG VIG VIGI

Bought: AJG CME HONA MGEE IWP IWR IJH CARR AME VRT MS RF LRCX IWS IWM IWO ECG
Added to: WM GOOG PANW BSY ISRG SFM ZTS AMP FISV CGNX WK ALRS META ECL FUL V TRV PATK IVV MSFT MSI GLD SHW JBTM IDA ADP ABT AMBA CTAS MINN KO MEDP MRK INTC BA QQQ BMY AVGO CVX BIL CB PG PEP DHR ITW EFA XYL MO WTFC WAT WMT TJX VGT VTI

Bought: GPGI WHK AMRZ KZIA
Added to: GEHC COF ASH PLGO DMAC OMF ABR

Added to: MSFT

Bought: SPOT

Bought: UBER MA TSM NFLX GEV APP TJX NXT VEEV YUM FICO IDCC ORLY
Added to: NSSC MANH BMI CLX

Bought: EGO KSPI RCI DPZ EA-OLD CPAC
Added to: ORLA-OLD KHC WEN TAP UAA PFE WBD

Bought: SE VSAT MMYT MATW QMCO SGRY DPC SVC NNBR OPI
Added to: OCSL TDS B LILAK YPF BTAI SMPL BLCO

Bought: ROP HGV BAC VT
Added to: SAP ICLR GPI VTI VXUS SDHC

Bought: AIIR
Added to: GPI

Bought: FDXF KKR AMG FUTU SE VOO HONA
Added to: V TMO ROP META TSM TRU TEL AJG GEHC AMZN MSFT REGN WTW CI SCHW AON SUNB ADBE LPLA BKNG BN COF CMCSA ZBH CARR CHTR DHR NVO FTV HLN APD IFF TMUS SBAC HPQ GOOGL RAL MDT TAP NBIX BMRN BAX FOXA FCNCA HDB CTSH GLPI WFC JBS LAUR CPA KSPI PDD CPNG TIGO DLO BNTX ATAT NTES LBTYA AVTR NWSA TDY ASR FOX ALNY BABA PAX KARO YUMC ZH

Bought: CME AXTA PS
Added to: GPC AMZN NCLH GOOG GDS FERG

Bought: GPN GENI
Added to: FBTC CHYM ADBE PGEN AMZN QXO NCLH COIN SOFI UNH EXPE

Bought: DASH SPGI

Bought: NTES JD BSX HTHT OGC ARCO TD CM SU EEM GLBE STN MGA IAG INTR CNQ ORLA-OLD OTEX VICI TRMD SLM LRCX
Added to: AZN DB CCL ALK IR LYV META SAP NVO PBR.A JLL VIST DEO SNN PHG MRK TSM PUK NWG BWLP INDA FSM TAL UNH CARR SMIN ING KSA HAFN NGG AXS BAP BTI GFI SMFG VWO CFG EG EWT CGAU VEU INN NVS AAPL ALL CIB PFE WIT

Added to: ERFSF DASH NFLX LEVI MSFT WFC AKBLF CABJF DLG.MI KMROF

Bought: MCO
Added to: GWRE