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Changes:META +9.0%AAPL +8.0%XOM +8.0%AVGO +5.2%GOOGL +0.8%

$WEWILLEAT Microsoft continuing to spiral, will keep a close on it over next two months to see how they close out quarter. adding META back and Apple as they continue to report good earnings. Big oil has been on a tear to start the year, adding Exxon to get in on the action

Changes:MSFT +6.6%NVDA +3.0%GOOGL +0.6%AVGO -10.2%

keeping same stocks, rebalance to heighten Microsoft and nvidia. expecting a jump in both stocks

Changes:AVGO +25.0%NVDA -13.7%MSFT -10.0%GOOGL -1.3%

AVGO was selected by AAPL to produce first server chip for Ai in upcoming phones, should be a good year play to have AVGO

Changes:GOOGL +35.0%NVDA +8.7%META -26.6%UNH -14.0%MSFT -3.2%

Take the slight win on UNH, move on from Meta. Time to focus on googl more

Changes:NVDA +36.3%META +26.6%MSFT +23.2%UNH +14.0%IONQ 0.0%

Removing Ionq, will keep a close eye on it still. UNH due to continue to rise so good time to buy in now