Posts by Creator

Changes:RKLB +6.0%RDW +6.0%SHLD +6.0%KTOS +3.8%AXON +0.3%

$BOMBSAWAY added rdw, Rklb and shld…..removed LMT + GD but those are found in SHLD

Changes:BBAI +8.0%LMT +6.0%GD +5.5%AVAV +0.8%CRWD +0.3%

adjusted holdings to include BBAI + LMT + GD. looking to get back to making gains.

Changes:AXON +10.0%PANW +6.6%CRWD +5.2%PLTR +4.4%MSFT +1.0%

adjusted down on defense ETFs. trying to spur growth activity. moving too slooooooowwwwww

Changes:INTC +7.2%HON +1.1%PANW +0.9%CRWD +0.6%RDW +0.2%

added intel….USA is going to make chips great again…..here…..locally….

Changes:AVAV +15.0%ITA +10.0%RDW +8.4%KTOS +15.0%LMT -10.0%

adjusted holdings to include for AVAV, KTOS, ITA & RDW. trying to capitalize on large potential upside of the 3

Changes:MP +9.8%DFEN +9.0%PLTR +1.1%KTOS -11.7%HON -2.3%

added dfen + mp. removed ktos and adjusted others. will continue to look for opportunities to drive greater returns.

Changes:SHLD +16.3%KTOS +0.6%NOC -10.0%SNOW -6.2%CRWD -0.2%

added in shld to give broad presence of wider range of defense firms….

Changes:KTOS +11.1%CRWD +6.7%PANW +2.6%HON +2.5%MSFT +2.2%

deleted old…….in with new………increases to cyber holdings…………………………………..

Changes:PLTR +5.4%MSFT +2.5%LDOS +1.2%NOC +1.2%LMT +0.8%

adjusted holdings / removed KBR and removed TDG. increased position in others remaining. no new adds.

Changes:PANW +10.0%SNOW +7.0%CRWD +7.0%S +7.0%MSFT +1.1%

removed redundant legacy defense firms. transitioned available portfolio space to cybersecurity