New Purchases: GE, TFI, GBX, CRL, TT, VOO, HYG, SCHP, REGI, CCL, LCID, DISCK, BETZ, BNDX, INMD, DIVO, MWA, HUBS, FANG, NVCR, TROW, IWP, LIT, MOAT, OI, OTTR, OKTA, HOLX, IT, MNRL, DMS, HLT, INDI, BODY, MDB, UP, MTTR, RBOT, BUG, FNY, FXE, IGHG, QUAL, RDVY, SCHD, BBDC, BHB, CBRE, JNPR, JWN, NWN, NVAX, PCTI, PAA, TEF, JQC, PFN, TA, BTG, TROX, NOW, GHY, DOOO, BOX, NCNA, GTE, GGN, CLIR, PBI, ORGN, FNHC, RESN, SNDL, BTCY,
Added Positions: NVDA, NKE, PG, PFE, NSC, IHI, NTR, PNC, PAGP, AAPL, JPC, QGEN, JPS, NVS, PPG, PM, MSFT, PNW, TSLA, NOC, SOFI, SOFI, AMZN, TPL, NEA, MINT, CLX, NAD, COST, MRK, TYL, PYPL, PLD, Y, MAR, PPC, PXD, DGX, BX, ABBV, CME, FCX, HBAN, LOW, NVR, NVO, GEOS, PENN, CRM, UNP, NS, NMT, BXMX, PSX, LLY, FISV, GOOGL, INTC, JPM, MDT, NI, NOK, NTRS, NUE, ORI, LIN, RIO, VOD, NVG, V, NCLH, GOOG, DKNG, ABNB, AXP, VOXX, BLL, BA, CI, CLF, CULP, XOM, IRM, NUAN, OXY, ODFL, OLN, OHI, PPL, PCH, PGR, SLB, WPM, SBUX, VZ, ET, NUV, NZF, FNV, STAG, PANW, BSM, RUN, TTD, NIO, DOW, RMM, RMM, FUT, INFL, VIG, MMM, ABT, ACN, ADBE, APD, LNT, ALL, MO, AEO, TFC, BCE, BHP, BP, BAC, BDX, BLK, BMY, CACI, VIAC, CP, CAH, CVX, CSCO, CMCSA, NNN, COP, STZ, D, DMLP, DUK, FMC, FE, HSY, HON, HOFT, IDXX, ILMN, INDB, ICE, ISRG, MDLZ, LMT, MGM, MTZ, MCD, MSB, MET, MU, MUFG, NOV, NFLX, NAT, ES, OKE, PCAR, PLUG, PRU, O, SIVB, SWKS, SO, SYK, NLOK, SYY, TXN, WMT, WFC, WDC, WMB, WYNN, XEL, MUE, MNP, PML, MA, CLNE, EOT, ARCO, HASI, QRVO, SQ, ADT, ELAN, PINS, UBER, PLTR, EBC, FEU, IVV, IWM, IWR, MDY, PAWZ, TIP, VO, VTI, VTV, VWO, WTMF, ATVI, AKAM, ALGN, AB, AEP, AIG, IEP, AMT, AMGN, ADI, NLY, WTRG, ADM, SAN, BNS, GOLD, BAX, BMRN, BSX, BTI, BAM, CTRA, COF, CAT, CERN, FIS, SCHW, CHKP, CTXS, CMP, DHR, DE, DVN, DISCA, DD, ECL, ESLT, EXC, FNB, FDX, F, GD, GILD, GSK, GHM, HAL, PEAK, HRL, HUM, JBLU, KVHI, K, KEY, KIM, MRO, MKTX, MKC, SPGI, MSTR, MCHP, NICE, NEM, PAYX, PBCT, BKNG, REGN, ROK, RCL, SBR, SNY, SMG, TRV, TTE, TRP, RIG, USB, USLM, VLO, WPC, EVRG, WY, WEC, XLNX, ZBH, CEF, RVT, RCG, MQT, PHT, RQI, UTG, IGR, BGT, EOI, NXDT, ETY, DAL, TEL, AWK, ULTA, DG, ST, GBDC, CBOE, LYB, IHD, CMRE, KMI, APO, MOS, SAND, DPG, FBHS, WTER, TWTR, KPTI, BABA, SUM, DSKE, HPE, EDIT, EVBG, CRSP, AA, LGF.A, EFL, ROKU, BJ, REZI, DELL, OSW, AIO, BMEZ, CARR, OTIS, PAYO, BND, CIBR, DVLU, DXJ, EFG, EWU, GLD, GOVT, HACK, IAU, IFRA, IJS, IWD, IWO, IYE, JEPI, JETS, LMBS, MORT, QQQ, SUSA, VBK, VBR, VEA, VHT, VUG, VYM, XBI, XLU, XLV,
Reduced Positions: MRNA, SPLK, T, JPST, AMD, FB, RPD, TLT, ESS, HD, COIN, ARKK, EEM, SLV, SPY, ABB, CL, CCI, ENB, HEI, KTCC, MMP, MRVL, MNR, ORCL, PWR, SYNA, TSM, XPER, TMO, WBA, CMG, KYN, AVGO, KKR, GM, BCX, MPC, SPLP, MPLX, ESI, KHC, YUMC, HFRO, DRIV, DVY, FTSM, ITOT, SDIV, SHY, XLE, AOS, AFL, APA, AMAT, AZN, ACLS, LCTX, CCJ, CNP, ED, CLB, DCP, DISH, EA, EL, FEIM, GIS, GS, WELL, INO, INTU, JKHY, KSU, KMB, LRCX, LPX, MNKD, MFC, MMC, MS, MYE, VTRS, NGG, NGD, NWL, ORLY, VWTR, PKG, PH, PSA, RF, RDS.A, SPG, SWK, TEVA, UAL, UL, WRE, YUM, L, CATC, TXMD, RDS.B, EVV, UTF, MFD, IGD, HBI, EXG, GLDD, BR, AWP, DFS, IDE, IGT, AGI, BUD, FTNT, DMO, EDF, SMM, ZNGA, CG, PNR, EDI, MNDT, CVEO, GNK, SHOP, SNAP, WTTR, BPMP, QTRX, BSTZ, BEAM, BLSA, MP, AGG, ARKW, BKLN, BOTZ, CWB, DIAL, EBIZ, EPI, FIVG, FPE, FV, FVD, GUNR, IEMG, IPAY, IYH, LQD, MBB, NXTG, PFF, PHO, PPA, PTNQ, REGL, SMH, STIP, VCIT, VLUE, VNQ, VOE, VTIP, XLF, XLP, XLRE, XT,
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