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

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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

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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

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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