WSTRX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	META	Meta Platforms, Inc.	9.89%	978,669
2	MSFT	Microsoft Corporation	7.18%	986,932
3	AVGO	Broadcom Inc.	6.48%	1,618,381
4	AMZN	Amazon.com, Inc.	5.62%	1,484,827
5	NVDA	NVIDIA Corporation	5.23%	2,258,299
6	ZBRA	Zebra Technologies Corporation	5.18%	776,740
7	STX	Seagate Technology Holdings plc	4.85%	3,254,993
8	TSM	Taiwan Semiconductor Manufacturing Company Limited	4.28%	1,255,002
9	SAP	SAP SE	4.07%	957,526
10	CDNS	Cadence Design Systems, Inc.	3.41%	658,242
11	AAPL	Apple Inc.	2.80%	647,578
12	NFLX	Netflix, Inc.	2.59%	168,463
13	ISRG	Intuitive Surgical, Inc.	2.33%	258,529
14	UBER	Uber Technologies, Inc.	2.21%	2,124,715
15	ANET	Arista Networks Inc	2.06%	1,079,208
16	ASML	ASML Holding N.V.	2.02%	168,764
17	LRCX	Lam Research Corporation	1.98%	1,590,226
18	MU	Micron Technology, Inc.	1.96%	1,347,653
19	WDC	Western Digital Corporation	1.92%	1,862,264
20	ADSK	Autodesk, Inc.	1.86%	365,285
21	TTWO	Take-Two Interactive Software, Inc.	1.77%	555,748
22	SN	SharkNinja, Inc.	1.76%	1,046,381
23	MELI	MercadoLibre, Inc.	1.76%	59,842
24	SHOP	Shopify Inc.	1.72%	936,269
25	BSX	Boston Scientific Corporation	1.55%	1,002,626
26	TSLA	Tesla, Inc.	1.50%	215,518
27	AMD	Advanced Micro Devices, Inc.	1.49%	716,673
28	CDW	CDW Corporation	1.39%	461,341
29	DKNG	DraftKings Inc.	1.37%	2,128,622
30	CPRT	Copart, Inc.	1.16%	1,168,540
31	ADI	Analog Devices, Inc.	1.04%	282,728
32	DELL	Dell Technologies Inc.	1.02%	511,907
33	HUBS	HubSpot, Inc.	1.01%	83,999
34	SNOW	Snowflake Inc.	0.91%	342,535
35	MNDY	monday.com Ltd.	0.90%	222,042
36	FIGXX	Fidelity Government Portfolio	0.44%	25,679,041
37	MVRXX	MSILF Government Portfolio	0.44%	25,679,041
38	TFDXX	BlackRock Liquidity Funds - FedFund	0.44%	25,679,041
39	FGTXX	Goldman Sachs Financial Square Government Fund	0.44%	25,679,041

As of Dec 31, 2024

Asset Allocation

Asset Class	% Weight
Stocks	98.23%
Cash	1.77%

Sector Breakdown

Sector	% Weight
Information Technology	57.34%
Communication Services	14.36%
Other	12.06%
Consumer Discretionary	11.49%
Health Care	4.75%

Country Breakdown

Sector	% Weight
United States	93.12%
Ireland	4.18%
India	1.94%
Other	0.76%