Stats for 2025-07-03 (1st week of the Month)

Stats for 2025-07-03 (1st week of the Month)

List creation date: 2025-07-03

Median MarketCap: 19253

51.7% stocks on Nasdaq; 48.3% stocks on NYSE/Amex

Sector
Information Technology	28%
Industrials	19%
Financials	15%
Consumer Discretionary	14%
Materials	14%
Health Care	3%
Communication Services	2%
Utilities	2%
Energy	2%
Consumer Staples	2%

Industry
Metals & Mining	12%
Semiconductors & Semi	12%
Software	9%
Construction & Engine	9%
Financial Services	7%
Aerospace & Defense	7%
Capital Markets	5%
Hotels, Restaurants &	5%
Electronic Equipment,	5%
Banks	3%
Specialty Retail	3%
Electrical Equipment	3%
Automobile Components	2%
Leisure Products	2%
Oil, Gas & Consumable	2%
Chemicals	2%
Personal Care Product	2%
Health Care Technolog	2%
Biotechnology	2%
Diversified Consumer	2%
Technology Hardware,	2%
Entertainment	2%
Electric Utilities	2%

Country
United States	74%
Canada	10%
China	3%
Hong Kong	2%
Israel	2%
Peru	2%
Singapore	2%
Taiwan	2%
United Kingdom	2%
Cayman Islands	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	TSM	Semiconductors & Semi	Information Technology	976358	Taiwan	Taiwan Semiconductor Manufactu
3.96	KLAC	Semiconductors & Semi	Information Technology	122268	US	KLA
3.92	AVGO	Semiconductors & Semi	Information Technology	1294301	US	Broadcom
3.88	NVDA	Semiconductors & Semi	Information Technology	3886627	US	NVIDIA
3.88	MU	Semiconductors & Semi	Information Technology	136858	US	Micron Technology,
3.84	LRCX	Semiconductors & Semi	Information Technology	126390	US	Lam Research
3.80	ACMR	Semiconductors & Semi	Information Technology	1776	US	ACM Research,
3.92	ORCL	Software	Information Technology	666592	US	Oracle
3.92	INTU	Software	Information Technology	217757	US	Intuit
3.84	MSFT	Software	Information Technology	3707702	US	Microsoft
3.84	PLTR	Software	Information Technology	317078	US	Palantir Technologies
3.84	PEGA	Software	Information Technology	9248	US	Pegasystems
3.96	APH	Electronic Equipment,	Information Technology	120307	US	Amphenol
3.92	CLS	Electronic Equipment,	Information Technology	18468	Canada	Celestica
3.88	FN	Electronic Equipment,	Information Technology	10558	Cayman Islands	Fabrinet
3.84	STX	Technology Hardware,	Information Technology	31693	Singapore	Seagate Technology Holdings pl
3.96	FIX	Construction & Engine	Industrials	19040	US	Comfort Systems USA,
3.88	PWR	Construction & Engine	Industrials	57280	US	Quanta Services,
3.88	DY	Construction & Engine	Industrials	7239	US	Dycom Industries,
3.88	ROAD	Construction & Engine	Industrials	6073	US	Construction Partners,
3.84	EME	Construction & Engine	Industrials	24493	US	EMCOR Group,
3.92	HEI	Aerospace & Defense	Industrials	39214	US	HEICO
3.88	CW	Aerospace & Defense	Industrials	18391	US	Curtiss-Wright
3.84	DRS	Aerospace & Defense	Industrials	12347	US	Leonardo DRS,
3.80	AXON	Aerospace & Defense	Industrials	61929	US	Axon Enterprise,
3.92	AMSC	Electrical Equipment	Industrials	1740	US	American Superconductoror
3.88	NXT	Electrical Equipment	Industrials	9803	US	Nextracker
3.96	SEZL	Financial Services	Financials	6063	US	Sezzle
3.96	PAYS	Financial Services	Financials	439	US	Paysign,
3.92	TOST	Financial Services	Financials	25185	US	Toast,
3.92	CTLP	Financial Services	Financials	811	US	Cantaloupe,
3.96	WT	Capital Markets	Financials	1786	US	WisdomTree,
3.92	FUTU	Capital Markets	Financials	16957	Hong Kong	Futu Holdings Limited
3.84	NDAQ	Capital Markets	Financials	51734	US	Nasdaq,
3.84	BAP	Banks	Financials	18052	Peru	Credicorp Ltd.
3.80	BCS	Banks	Financials	64072	United Kingdom	Barclays PLC
3.96	AU	Metals & Mining	Materials	23547	US	AngloGold Ashanti plc
3.96	PAAS	Metals & Mining	Materials	10515	Canada	Pan American Silver.
3.96	CDE	Metals & Mining	Materials	5834	US	Coeur Mining,
3.92	KGC	Metals & Mining	Materials	19466	Canada	Kinross Gold
3.88	AEM	Metals & Mining	Materials	60339	Canada	Agnico Eagle Mines Limited
3.80	NEM	Metals & Mining	Materials	65945	US	Newmont
3.80	TFPM	Metals & Mining	Materials	4830	Canada	Triple Flag Precious Metals Co
3.96	PRM	Chemicals	Materials	2274	US	Perimeter Solutions,
3.96	EAT	Hotels, Restaurants &	Consumer Discretionary	8124	US	Brinker International,
3.92	DASH	Hotels, Restaurants &	Consumer Discretionary	101186	US	DoorDash,
3.92	ATAT	Hotels, Restaurants &	Consumer Discretionary	4649	China	Atour Lifestyle Holdings Limit
3.96	CVNA	Specialty Retail	Consumer Discretionary	47033	US	Carvana
3.88	URBN	Specialty Retail	Consumer Discretionary	6595	US	Urban Outfitters,
3.80	HSAI	Automobile Components	Consumer Discretionary	2905	China	Hesai Group
3.88	HAS	Leisure Products	Consumer Discretionary	10880	US	Hasbro,
3.92	FTDR	Diversified Consumer	Consumer Discretionary	4410	US	Frontdoor,
3.96	VEEV	Health Care Technolog	Health Care	46457	US	Veeva Systems
3.96	EXEL	Biotechnology	Health Care	12586	US	Exelixis,
3.96	CCJ	Oil, Gas & Consumable	Energy	31799	Canada	Cameco
3.96	ODD	Personal Care Product	Consumer Staples	4232	Israel	Oddity Tech Ltd.
3.92	NFLX	Entertainment	Communication Services	552043	US	Netflix,
3.84	NRG	Electric Utilities	Utilities	30967	US	NRG Energy,

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
9%	*NFLX	NETFLIX INC	NFLX		Communication Services	1	$1,297.2	12.7%	$1297.18
10%	ORCL	ORACLE CORP	ORCL		Information Technology	5	$1,186.6	11.6%	$237.32
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	5	$1,174.0	11.5%	$234.8
9%	*APH	AMPHENOL CORP CL A	APH		Information Technology	11	$1,094.1	10.7%	$99.46
10%	*AVGO	Broadcom Limited	AVGO		Information Technology	4	$1,100.7	10.8%	$275.18
0%	DASH	DoorDash Inc	DASH	added	Consumer Discretionary	0	$0.0	0.0%	$238.79
0%	SPY	SPDR S&P 500	SPY	added	n.a.	0	$0.0	0.0%	$625.34
8%	*PLTR	Palantir Technologies Inc		removed	Information Technology	7	$940.5	9.2%	$134.36
9%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	0	$0.0	0.0%	$2514.05
9%	SPOT	Spotify Technology SA		removed	Communication Services	1	$725.1	7.1%	$725.05
9%	INTU	INTUIT INC		removed	Information Technology	1	$780.6	7.6%	$780.64
9%	SAP	S A P Se Adr		removed	Information Technology	3	$911.2	8.9%	$303.72
9%	IBN	ICICI BANK LTD ADR		removed	Financials	30	$1,012.8	9.9%	$33.76

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2025-07-03
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2025-07-03
growth	5.00	0	QQQ	Growth		2025-07-03
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2025-07-03
growth	4.50	5	ONEQ	Nasdaq Index*		2025-07-03
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2025-07-03
cyclical	5.00	5	TQQQ	Growth*		2025-07-03
cyclical	5.00	5	UPRO	SP500*		2025-07-03
cyclical	5.00	1	XSD	Semiconductor*		2025-07-03
cyclical	5.00	4	XTL	Telecom*		2025-07-03
cyclical	4.50	1	GLD	Gold+	Inflation	2025-07-03
cyclical	4.50	7	IEMG	Emerging Market+		2025-07-03
cyclical	4.50	5	VGK	Europe+		2025-07-03
cyclical	4.50	9	EEM	Emerging Markets+		2025-07-03
cyclical	5.25	3	VSS	FTSE all world ex US		2025-07-03
cyclical	5.25	29	SLVP	Global Silver and Metals Miners	Inflation	2025-07-03
cyclical	5.25	11	RING	Gold Miners	Inflation	2025-07-03
cyclical	5.25	7	XME	Metals and Mining	Late Cycle to Recession	2025-07-03
cyclical	5.25	2	XAR	Aerospace & Defense		2025-07-03
cyclical	5.25	15	SLV	Silver	Inflation	2025-07-03

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2025-07-03
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2025-07-03
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2025-07-03
growth	5.25	0	QQQ	Growth		2025-07-03
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2025-07-03
cyclical	5.25	1	XSD	Semiconductor*		2025-07-03
cyclical	5.25	4	XTL	Telecom*		2025-07-03
cyclical	5.25	7	XME	Metals and Mining	Late Cycle to Recession	2025-07-03
cyclical	5.25	2	XAR	Aerospace & Defense		2025-07-03
cyclical	5.25	3	VSS	FTSE all world ex US		2025-07-03

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	37.50	37.7	*APH	Amphenol Corporation	Electronic Equipment, Instrum	2025-07-03	3.96	2,3,4
2	37.50	13.6	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2025-07-03	3.92	2,3,4
3	25.00	7.0	*V	Visa Inc.	Financial Services	2025-07-03	3.44	2,4

---

These stocks are from S&P500 which have a stong Oscillator. Spy Osc=3

Symbol	Bound	Osc	Max Fract	Percen tile	Name
ADI	0.48	6.00	1.2	37	Analog Devices, Inc.
AMZN	0.56	4.00	1.0	27	Amazon.com, Inc.
APH	0.78	21.00	1.2	99	Amphenol Corporation
AVGO	0.49	12.00	1.4	97	Broadcom Inc.
AXON	0.65	9.00	1.4	84	Axon Enterprise, Inc.
BK	0.91	10.00	1.1	99	The Bank of New York Mellon Co
BKNG	0.61	5.00	1.3	98	Booking Holdings Inc.
CAH	0.89	16.00	1.6	99	Cardinal Health, Inc.
GE	0.64	7.00	1.6	99	General Electric Company
HWM	0.73	14.00	2.0	98	Howmet Aerospace Inc.
ICE	0.95	5.00	1.2	64	Intercontinental Exchange, Inc
INTU	0.86	10.00	1.2	24	Intuit Inc.
JBL	0.90	29.00	1.1	94	Jabil Inc.
JPM	0.79	10.00	1.2	99	JPMorgan Chase & Co.
KLAC	0.45	10.00	1.3	81	KLA Corporation
MSFT	0.97	8.00	1.4	60	Microsoft Corporation
NDAQ	1.24	10.00	1.2	51	Nasdaq, Inc.
NFLX	0.62	21.00	1.7	62	Netflix, Inc.
NRG	0.64	28.00	1.0	99	NRG Energy, Inc.
PWR	0.60	8.00	1.2	77	Quanta Services, Inc.
RCL	0.50	24.00	1.2	99	Royal Caribbean Cruises Ltd.
ROL	0.81	3.00	1.2	38	Rollins, Inc.
V	0.63	3.00	1.3	44	Visa Inc.
WRB	0.98	4.00	1.6	99	W. R. Berkley Corporation



Stats for 2025-06-27 (4th week of the Month)

Stats for 2025-06-27 (4th week of the Month)

List creation date: 2025-06-27

Median MarketCap: 17718

56.1% stocks on Nasdaq; 43.9% stocks on NYSE/Amex

Sector
Information Technology	25%
Industrials	23%
Consumer Discretionary	18%
Financials	18%
Health Care	5%
Communication Services	4%
Materials	4%
Energy	2%
Consumer Staples	2%
Utilities	2%

Industry
Construction & Engine	11%
Aerospace & Defense	9%
Software	9%
Electronic Equipment,	7%
Semiconductors & Semi	7%
Financial Services	7%
Hotels, Restaurants &	7%
Capital Markets	5%
Banks	5%
Entertainment	4%
Diversified Consumer	4%
Specialty Retail	4%
Personal Care Product	2%
Health Care Providers	2%
Health Care Technolog	2%
Biotechnology	2%
Technology Hardware,	2%
Building Products	2%
Oil, Gas & Consumable	2%
Chemicals	2%
Metals & Mining	2%
Electrical Equipment	2%
Automobile Components	2%
Leisure Products	2%
Electric Utilities	2%

Country
United States	77%
Canada	4%
China	4%
Hong Kong	2%
Ireland	2%
Israel	2%
Luxembourg	2%
Peru	2%
Singapore	2%
United Kingdom	2%
Cayman Islands	2%
Brazil	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.92	INTU	Software	Information Technology	215587	US	Intuit
3.88	ORCL	Software	Information Technology	597776	US	Oracle
3.84	MSFT	Software	Information Technology	3697319	US	Microsoft
3.84	PLTR	Software	Information Technology	340512	US	Palantir Technologies
3.84	PEGA	Software	Information Technology	8935	US	Pegasystems
3.96	APH	Electronic Equipment,	Information Technology	117307	US	Amphenol
3.92	CLS	Electronic Equipment,	Information Technology	17290	Canada	Celestica
3.92	FN	Electronic Equipment,	Information Technology	10711	Cayman Islands	Fabrinet
3.80	EVLV	Electronic Equipment,	Information Technology	1012	US	Evolv Technologies Holdings, I
3.96	AVGO	Semiconductors & Semi	Information Technology	1270737	US	Broadcom
3.96	KLAC	Semiconductors & Semi	Information Technology	119406	US	KLA
3.92	NVDA	Semiconductors & Semi	Information Technology	3782488	US	NVIDIA
3.88	MU	Semiconductors & Semi	Information Technology	141010	US	Micron Technology,
3.84	STX	Technology Hardware,	Information Technology	29849	Singapore	Seagate Technology Holdings pl
3.96	FIX	Construction & Engine	Industrials	18164	US	Comfort Systems USA,
3.92	PWR	Construction & Engine	Industrials	56237	US	Quanta Services,
3.88	EME	Construction & Engine	Industrials	22871	US	EMCOR Group,
3.88	DY	Construction & Engine	Industrials	6924	US	Dycom Industries,
3.88	ROAD	Construction & Engine	Industrials	6056	US	Construction Partners,
3.80	GLDD	Construction & Engine	Industrials	817	US	Great Lakes Dredge & Dock
3.92	HEI	Aerospace & Defense	Industrials	39011	US	HEICO
3.88	AXON	Aerospace & Defense	Industrials	62588	US	Axon Enterprise,
3.88	CW	Aerospace & Defense	Industrials	18196	US	Curtiss-Wright
3.80	AVAV	Aerospace & Defense	Industrials	12401	US	AeroVironment,
3.80	DRS	Aerospace & Defense	Industrials	11866	US	Leonardo DRS,
3.88	TT	Building Products	Industrials	95717	Ireland	Trane Technologies plc
3.92	AMSC	Electrical Equipment	Industrials	1600	US	American Superconductoror
3.96	DASH	Hotels, Restaurants &	Consumer Discretionary	101546	US	DoorDash,
3.96	EAT	Hotels, Restaurants &	Consumer Discretionary	8080	US	Brinker International,
3.92	ATAT	Hotels, Restaurants &	Consumer Discretionary	4462	China	Atour Lifestyle Holdings Limit
3.80	SHAK	Hotels, Restaurants &	Consumer Discretionary	5568	US	Shake Shack
3.88	ATGE	Diversified Consumer	Consumer Discretionary	4505	US	Adtalem Global Edu
3.84	PRDO	Diversified Consumer	Consumer Discretionary	2122	US	Perdoceo Edu
3.96	CVNA	Specialty Retail	Consumer Discretionary	41382	US	Carvana
3.84	URBN	Specialty Retail	Consumer Discretionary	6332	US	Urban Outfitters,
3.84	HSAI	Automobile Components	Consumer Discretionary	3060	China	Hesai Group
3.80	HAS	Leisure Products	Consumer Discretionary	10133	US	Hasbro,
3.96	SEZL	Financial Services	Financials	5464	US	Sezzle
3.96	CTLP	Financial Services	Financials	805	US	Cantaloupe,
3.92	TOST	Financial Services	Financials	24555	US	Toast,
3.92	PAYS	Financial Services	Financials	370	US	Paysign,
3.88	BCS	Banks	Financials	64290	United Kingdom	Barclays PLC
3.88	INTR	Banks	Financials	3284	Brazil	Inter & Co,
3.84	BAP	Banks	Financials	17718	Peru	Credicorp Ltd.
3.92	FUTU	Capital Markets	Financials	17154	Hong Kong	Futu Holdings Limited
3.88	WT	Capital Markets	Financials	1590	US	WisdomTree,
3.84	NDAQ	Capital Markets	Financials	50747	US	Nasdaq,
3.80	ENSG	Health Care Providers	Health Care	8777	US	The Ensign Group,
3.96	VEEV	Health Care Technolog	Health Care	45950	US	Veeva Systems
3.96	EXEL	Biotechnology	Health Care	11751	US	Exelixis,
3.96	PRM	Chemicals	Materials	2059	US	Perimeter Solutions,
3.84	NEM	Metals & Mining	Materials	65549	US	Newmont
3.92	NFLX	Entertainment	Communication Services	556081	US	Netflix,
3.88	SPOT	Entertainment	Communication Services	159103	Luxembourg	Spotify Technology S.A.
3.96	CCJ	Oil, Gas & Consumable	Energy	32295	Canada	Cameco
3.96	ODD	Personal Care Product	Consumer Staples	4002	Israel	Oddity Tech Ltd.
3.88	NRG	Electric Utilities	Utilities	31583	US	NRG Energy,

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
9%	IBN	ICICI BANK LTD ADR	IBN		Financials	30	$1,016.1	10.1%	$33.87
9%	INTU	INTUIT INC	INTU		Information Technology	1	$776.6	7.7%	$776.57
9%	MELI	MERCADOLIBRE INC	MELI		Consumer Discretionary	0	$0.0	0.0%	$2560.05
9%	*NFLX	NETFLIX INC	NFLX		Communication Services	1	$1,323.1	13.2%	$1323.12
9%	ORCL	ORACLE CORP	ORCL		Information Technology	5	$1,051.2	10.5%	$210.24
8%	*PLTR	Palantir Technologies Inc	PLTR		Information Technology	7	$915.2	9.1%	$130.74
9%	SAP	S A P Se Adr	SAP		Information Technology	3	$903.3	9.0%	$301.09
9%	SPOT	Spotify Technology SA	SPOT		Communication Services	1	$772.6	7.7%	$772.6
9%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	5	$1,142.9	11.4%	$228.57
9%	*APH	AMPHENOL CORP CL A	APH		Information Technology	11	$1,074.4	10.7%	$97.67
9%	*AVGO	Broadcom Limited	AVGO		Information Technology	4	$1,077.4	10.7%	$269.35
0%	DASH	DoorDash Inc	DASH	added	Consumer Discretionary	0	$0.0	0.0%	$242.32

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2025-06-27
growth	5.25	2	MTUM	BlackRock Momentum		2025-06-27
growth	5.25	0	QQQ	Growth		2025-06-27
growth	5.00	0	VGT	Information Technology*	Early to Mid Cycle	2025-06-27
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2025-06-27
growth	4.50	5	ONEQ	Nasdaq Index*		2025-06-27
cyclical	5.25	30	SLVP	Global Silver and Metals Miners	Inflation	2025-06-27
cyclical	5.25	3	VSS	FTSE all world ex US		2025-06-27
cyclical	5.00	4	XTL	Telecom*		2025-06-27
cyclical	4.50	5	VGK	Europe+		2025-06-27
cyclical	4.50	7	IEMG	Emerging Market+		2025-06-27
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2025-06-27
cyclical	5.00	6	TQQQ	Growth*		2025-06-27
cyclical	5.00	1	XSD	Semiconductor*		2025-06-27
cyclical	5.00	5	UPRO	SP500*		2025-06-27
cyclical	5.25	2	XAR	Aerospace & Defense		2025-06-27
cyclical	5.25	7	XME	Metals and Mining	Late Cycle to Recession	2025-06-27
cyclical	5.25	16	SLV	Silver	Inflation	2025-06-27

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2025-06-27
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2025-06-27
growth	5.25	0	QQQ	Growth		2025-06-27
growth	5.25	0	VGT	Information Technology*	Early to Mid Cycle	2025-06-27
growth	5.25	2	MTUM	BlackRock Momentum		2025-06-27
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2025-06-27
cyclical	5.25	7	XME	Metals and Mining	Late Cycle to Recession	2025-06-27
cyclical	5.25	2	XAR	Aerospace & Defense		2025-06-27
cyclical	5.25	3	VSS	FTSE all world ex US		2025-06-27
cyclical	5.25	4	XTL	Telecom*		2025-06-27

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	30.00	30.7	*APH	Amphenol Corporation	Electronic Equipment, Instrum	2025-06-27	3.96	2,3,4
2	30.00	11.1	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2025-06-27	3.96	2,3,4
3	10.00	9.4	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2025-06-27	3.84	4
4	20.00	6.7	*COR	Cencora, Inc.	Health Care Providers & Servi	2025-06-27	3.48	2,4
5	10.00	4.1	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2025-06-27	3.36	4

---

These stocks are from S&P500 which have a stong Oscillator. Spy Osc=2

Symbol	Bound	Osc	Max Fract	Percen tile	Name
ADI	0.45	4.00	1.2	33	Analog Devices, Inc.
AMZN	0.56	5.00	1.0	27	Amazon.com, Inc.
APH	0.71	24.00	1.2	99	Amphenol Corporation
AVGO	0.50	15.00	1.4	96	Broadcom Inc.
AXON	0.64	18.00	1.4	83	Axon Enterprise, Inc.
BK	0.95	10.00	1.1	99	The Bank of New York Mellon Co
BKNG	0.65	8.00	1.3	98	Booking Holdings Inc.
CAH	0.83	19.00	1.6	99	Cardinal Health, Inc.
CEG	0.46	7.00	1.2	86	Constellation Energy Corporati
COR	1.15	4.00	1.4	44	Cencora, Inc.
FTNT	0.67	3.00	1.0	56	Fortinet, Inc.
GE	0.61	13.00	1.6	99	General Electric Company
HLT	0.69	2.00	1.1	65	Hilton Worldwide Holdings Inc.
HWM	0.72	22.00	2.0	98	Howmet Aerospace Inc.
ICE	1.00	6.00	1.2	62	Intercontinental Exchange, Inc
INTU	0.85	13.00	1.2	23	Intuit Inc.
JBL	0.79	29.00	1.1	93	Jabil Inc.
JPM	0.72	9.00	1.1	99	JPMorgan Chase & Co.
MCK	0.98	2.00	1.5	77	McKesson Corporation
MSFT	0.88	8.00	1.4	57	Microsoft Corporation
NDAQ	1.17	11.00	1.2	51	Nasdaq, Inc.
NFLX	0.58	27.00	1.8	61	Netflix, Inc.
NRG	0.59	38.00	1.0	99	NRG Energy, Inc.
PWR	0.55	10.00	1.2	76	Quanta Services, Inc.
RCL	0.49	23.00	1.1	99	Royal Caribbean Cruises Ltd.
ROL	0.73	4.00	1.2	37	Rollins, Inc.
RSG	0.95	2.00	1.7	99	Republic Services, Inc.
TT	0.82	2.00	1.3	60	Trane Technologies plc
V	0.58	2.00	1.3	44	Visa Inc.
VRSK	0.90	2.00	1.3	58	Verisk Analytics, Inc.
WRB	0.95	6.00	1.6	99	W. R. Berkley Corporation



Stats for 2025-06-20 (3rd week of the Month)

Stats for 2025-06-20 (3rd week of the Month)

List creation date: 2025-06-20

Median MarketCap: 19640

45.2% stocks on Nasdaq; 54.8% stocks on NYSE/Amex

Sector
Information Technology	26%
Financials	19%
Industrials	19%
Materials	14%
Health Care	7%
Communication Services	5%
Energy	5%
Consumer Discretionary	5%

Industry
Metals & Mining	14%
Aerospace & Defense	10%
Construction & Engine	10%
Capital Markets	10%
Software	10%
Electronic Equipment,	10%
Semiconductors & Semi	5%
Entertainment	5%
Oil, Gas & Consumable	5%
Banks	5%
Financial Services	5%
Hotels, Restaurants &	5%
Health Care Providers	5%
Health Care Technolog	2%
Technology Hardware,	2%

Country
United States	69%
Canada	17%
Cayman Islands	2%
Hong Kong	2%
Luxembourg	2%
Peru	2%
Singapore	2%
Brazil	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Information Technology	330293	US	Palantir Technologies
3.92	INTU	Software	Information Technology	210558	US	Intuit
3.88	ORCL	Software	Information Technology	592299	US	Oracle
3.84	MSFT	Software	Information Technology	3569405	US	Microsoft
3.96	APH	Electronic Equipment,	Information Technology	113061	US	Amphenol
3.92	CLS	Electronic Equipment,	Information Technology	15733	Canada	Celestica
3.88	FN	Electronic Equipment,	Information Technology	9516	Cayman Islands	Fabrinet
3.80	EVLV	Electronic Equipment,	Information Technology	907	US	Evolv Technologies Holdings, I
3.96	KLAC	Semiconductors & Semi	Information Technology	115203	US	KLA
3.92	MU	Semiconductors & Semi	Information Technology	136143	US	Micron Technology,
3.84	STX	Technology Hardware,	Information Technology	27864	Singapore	Seagate Technology Holdings pl
3.92	HEI	Aerospace & Defense	Industrials	37603	US	HEICO
3.88	AXON	Aerospace & Defense	Industrials	60007	US	Axon Enterprise,
3.88	CW	Aerospace & Defense	Industrials	17443	US	Curtiss-Wright
3.84	DRS	Aerospace & Defense	Industrials	11770	US	Leonardo DRS,
3.96	FIX	Construction & Engine	Industrials	17563	US	Comfort Systems USA,
3.88	PWR	Construction & Engine	Industrials	53415	US	Quanta Services,
3.80	EME	Construction & Engine	Industrials	21717	US	EMCOR Group,
3.80	GLDD	Construction & Engine	Industrials	803	US	Great Lakes Dredge & Dock
3.92	LPLA	Capital Markets	Financials	30332	US	LPL Financial Holdings
3.92	FUTU	Capital Markets	Financials	17008	Hong Kong	Futu Holdings Limited
3.84	SCHW	Capital Markets	Financials	163364	US	The Charles Schwab
3.84	NDAQ	Capital Markets	Financials	49587	US	Nasdaq,
3.92	INTR	Banks	Financials	3323	Brazil	Inter & Co,
3.84	BAP	Banks	Financials	17299	Peru	Credicorp Ltd.
3.96	SEZL	Financial Services	Financials	4761	US	Sezzle
3.92	PAYS	Financial Services	Financials	278	US	Paysign,
3.96	AU	Metals & Mining	Materials	24258	US	AngloGold Ashanti plc
3.96	PAAS	Metals & Mining	Materials	10586	Canada	Pan American Silver.
3.96	TFPM	Metals & Mining	Materials	4919	Canada	Triple Flag Precious Metals Co
3.96	FSM	Metals & Mining	Materials	2096	Canada	Fortuna Mining.
3.92	OR	Metals & Mining	Materials	4827	Canada	OR Royalties
3.88	ASM	Metals & Mining	Materials	510	Canada	Avino Silver & Gold Mines Ltd.
3.96	HIMS	Health Care Providers	Health Care	13669	US	Hims & Hers Health,
3.88	ENSG	Health Care Providers	Health Care	8924	US	The Ensign Group,
3.96	VEEV	Health Care Technolog	Health Care	45989	US	Veeva Systems
3.96	CCJ	Oil, Gas & Consumable	Energy	29893	Canada	Cameco
3.92	AR	Oil, Gas & Consumable	Energy	13362	US	Antero Resources
3.96	EAT	Hotels, Restaurants &	Consumer Discretionary	7926	US	Brinker International,
3.92	DASH	Hotels, Restaurants &	Consumer Discretionary	93470	US	DoorDash,
3.92	NFLX	Entertainment	Communication Services	520172	US	Netflix,
3.84	SPOT	Entertainment	Communication Services	145629	Luxembourg	Spotify Technology S.A.

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0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
9%	*APH	AMPHENOL CORP CL A	APH		Information Technology	11	$1,032.0	10.2%	$93.82
9%	*AVGO	Broadcom Limited	AVGO		Information Technology	4	$1,000.0	9.9%	$249.99
9%	IBN	ICICI BANK LTD ADR	IBN		Financials	32	$1,043.8	10.3%	$32.62
9%	INTU	INTUIT INC	INTU		Information Technology	1	$761.1	7.5%	$761.14
9%	MELI	MERCADOLIBRE INC	MELI		Consumer Discretionary	0	$0.0	0.0%	$2403.81
9%	*NFLX	NETFLIX INC	NFLX		Communication Services	1	$1,231.4	12.2%	$1231.41
9%	ORCL	ORACLE CORP	ORCL		Information Technology	5	$1,025.9	10.2%	$205.17
9%	*PLTR	Palantir Technologies Inc	PLTR		Information Technology	8	$1,098.4	10.9%	$137.3
9%	SPOT	Spotify Technology SA	SPOT		Communication Services	1	$707.4	7.0%	$707.42
9%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	5	$1,047.6	10.4%	$209.51
9%	SAP	S A P Se Adr		removed	Information Technology	4	$1,150.4	11.4%	$287.59

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These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	MTUM	BlackRock Momentum		2025-06-20
growth	5.25	0	QQQ	Growth		2025-06-20
growth	5.25	3	XLI	Industrial	Late and Early to Mid Cycle	2025-06-20
growth	5.00	1	SMH	Semiconductors*	Early to Mid Cycle	2025-06-20
growth	5.00	2	XLK	Technology Select Sector*	Early to Mid Cycle	2025-06-20
growth	5.00	0	VGT	Information Technology*	Early to Mid Cycle	2025-06-20
growth	4.50	1	VUG	Large Cap growth*		2025-06-20
growth	4.50	5	ONEQ	Nasdaq Index*		2025-06-20
cyclical	5.00	1	GLD	Gold+	Inflation	2025-06-20
cyclical	4.50	3	VSS	FTSE all world ex US+		2025-06-20
cyclical	4.50	6	VGK	Europe+		2025-06-20
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2025-06-20
cyclical	5.25	7	TQQQ	Growth*		2025-06-20
cyclical	5.25	2	XSD	Semiconductor*		2025-06-20
cyclical	5.00	11	RING	Gold Miners+	Inflation	2025-06-20
cyclical	5.25	29	SLVP	Global Silver and Metals Miners	Inflation	2025-06-20
cyclical	5.25	2	XAR	Aerospace & Defense		2025-06-20
cyclical	5.25	8	XME	Metals and Mining	Late Cycle to Recession	2025-06-20
cyclical	5.25	16	SLV	Silver	Inflation	2025-06-20

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	MTUM	BlackRock Momentum		2025-06-20
growth	5.25	2	XLK	Technology Select Sector*	Early to Mid Cycle	2025-06-20
growth	5.25	3	XLI	Industrial	Late and Early to Mid Cycle	2025-06-20
growth	5.25	0	VGT	Information Technology*	Early to Mid Cycle	2025-06-20
growth	5.25	0	QQQ	Growth		2025-06-20
growth	5.25	2	SMH	Semiconductors*	Early to Mid Cycle	2025-06-20
cyclical	5.25	2	XSD	Semiconductor*		2025-06-20
cyclical	5.25	4	XTL	Telecom*		2025-06-20
cyclical	5.25	8	XME	Metals and Mining	Late Cycle to Recession	2025-06-20
cyclical	5.25	2	XAR	Aerospace & Defense		2025-06-20

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver

---

These stocks are from S&P500 which have a stong Oscillator. Spy Osc=-1

Symbol	Bound	Osc	Max Fract	Percen tile	Name
ADI	0.46	0.00	1.2	31	Analog Devices, Inc.
ADP	0.68	0.00	1.3	51	Automatic Data Processing, Inc
AMZN	0.57	1.00	1.0	25	Amazon.com, Inc.
APH	0.65	20.00	1.2	99	Amphenol Corporation
AVGO	0.52	9.00	1.4	94	Broadcom Inc.
AXON	0.62	14.00	1.4	83	Axon Enterprise, Inc.
AZO	0.76	-1.00	1.6	53	AutoZone, Inc.
BK	0.92	11.00	1.1	99	The Bank of New York Mellon Co
BKNG	0.65	4.00	1.2	98	Booking Holdings Inc.
CAH	0.79	18.00	1.6	99	Cardinal Health, Inc.
CBOE	0.89	0.00	1.4	80	Cboe Global Markets, Inc.
CEG	0.48	4.00	1.2	86	Constellation Energy Corporati
COR	1.20	3.00	1.4	43	Cencora, Inc.
FTNT	0.63	0.00	1.0	56	Fortinet, Inc.
GE	0.56	9.00	1.6	99	General Electric Company
HIG	0.80	2.00	1.0	99	The Hartford Insurance Group,
HWM	0.76	18.00	2.0	98	Howmet Aerospace Inc.
ICE	1.00	5.00	1.2	59	Intercontinental Exchange, Inc
INTU	0.80	11.00	1.2	23	Intuit Inc.
JBL	0.68	22.00	1.0	92	Jabil Inc.
JPM	0.79	5.00	1.1	99	JPMorgan Chase & Co.
L	1.12	0.00	1.1	98	Loews Corporation
MCK	1.00	3.00	1.5	77	McKesson Corporation
MSFT	0.81	6.00	1.4	57	Microsoft Corporation
NDAQ	1.12	9.00	1.2	51	Nasdaq, Inc.
NFLX	0.69	21.00	1.7	60	Netflix, Inc.
NRG	0.61	33.00	1.0	99	NRG Energy, Inc.
PAYX	0.80	2.00	1.1	57	Paychex, Inc.
PWR	0.52	6.00	1.2	76	Quanta Services, Inc.
RCL	0.57	11.00	1.1	99	Royal Caribbean Cruises Ltd.
ROL	0.70	5.00	1.2	37	Rollins, Inc.
RSG	0.93	4.00	1.7	99	Republic Services, Inc.
TT	0.76	1.00	1.3	55	Trane Technologies plc
V	0.67	2.00	1.3	44	Visa Inc.
VRSK	0.96	2.00	1.3	57	Verisk Analytics, Inc.
WAB	0.80	-1.00	1.2	83	Westinghouse Air Brake Technol
WMT	0.67	1.00	1.5	99	Walmart Inc.
WRB	0.92	8.00	1.6	98	W. R. Berkley Corporation