 MICRON TECHNOLOGY INCMU |
| 6.74% | 3.08% | $16.5M | 14,315 | $6.5M | 19,192 | -4,877-25.41% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.16% | 4.29% | $10.2M | 50,979 | $9.0M | 51,734 | -755-1.46% | Reduce |
 GE AEROSPACEGE |
| 4.14% | 3.67% | $10.2M | 27,198 | $7.7M | 27,203 | -5-0.02% | Reduce |
 ALPHABET INCGOOGL |
| 3.45% | 3.2% | $8.5M | 23,688 | $6.7M | 23,409 | +279+1.19% | Add |
 VERTIV HOLDINGS COVRT |
| 3.43% | 2.89% | $8.4M | 25,120 | $6.1M | 24,270 | +850+3.50% | Add |
| SSPDR SERIES TRUSTBIL |
| 3.03% | 3.48% | $7.4M | 81,070 | $7.3M | 79,770 | +1,300+1.63% | Add |
 APPLE INCAAPL |
| 2.89% | 2.84% | $7.1M | 24,473 | $6.0M | 23,556 | +917+3.89% | Add |
 AMAZON COM INCAMZN |
| 2.87% | 2.85% | $7.0M | 29,515 | $6.0M | 28,736 | +779+2.71% | Add |
 MICROSOFT CORPMSFT |
| 2.22% | 2.73% | $5.4M | 14,565 | $5.7M | 15,518 | -953-6.14% | Reduce |
 META PLATFORMS INCMETA |
| 2.12% | 2.4% | $5.2M | 9,250 | $5.0M | 8,818 | +432+4.90% | Add |
 ELI LILLY & COLLY |
| 1.89% | 1.57% | $4.6M | 3,869 | $3.3M | 3,597 | +272+7.56% | Add |
| CCITIGROUP INCC |
| 1.8% | 1.63% | $4.4M | 31,496 | $3.4M | 30,224 | +1,272+4.21% | Add |
 VISTRA CORPVST |
| 1.78% | 1.93% | $4.4M | 27,450 | $4.1M | 27,050 | +400+1.48% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.62% | 1.64% | $4.0M | 5,798 | $3.5M | 5,776 | +22+0.38% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.53% | 1.69% | $3.8M | 3,840 | $3.5M | 3,965 | -125-3.15% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 1.51% | 1.6% | $3.7M | 60,130 | $3.4M | 60,695 | -565-0.93% | Reduce |
| SSPDR GOLD TRGLD |
| 1.47% | 2.01% | $3.6M | 9,771 | $4.2M | 9,846 | -75-0.76% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.42% | 1.61% | $3.5M | 6,975 | $3.4M | 7,050 | -75-1.06% | Reduce |
 VISA INCV |
| 1.41% | 1.42% | $3.5M | 10,105 | $3.0M | 9,905 | +200+2.02% | Add |
 FVCBANKCORP INC COMFVCB |
| 1.41% | 1.52% | $3.5M | 197,620 | $3.2M | 210,368 | -12,748-6.06% | Reduce |
| AAT&T INCT |
| 1.38% | 0.97% | $3.4M | 163,014 | $2.0M | 70,709 | +92,305+130.54% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.33% | 1.23% | $3.3M | 45,040 | $2.6M | 35,855 | +9,185+25.62% | Add |
 CARRIER GLOBALCARR |
| 1.32% | — | $3.2M | 43,970 | $0 | 0 | +43,970 | New Buy |
| VVANGUARD INDEX FDSVUG |
| 1.26% | 1.24% | $3.1M | 35,807 | $2.6M | 5,957 | +29,850+501.09% | Add |
 PFIZER INCPFE |
| 1.24% | 1.68% | $3.0M | 126,317 | $3.5M | 125,592 | +725+0.58% | Add |
 NEBIUS GROUP N VNBIS |
| 1.21% | 0.46% | $3.0M | 10,758 | $975,863 | 9,405 | +1,353+14.39% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.21% | 1.51% | $3.0M | 52,415 | $3.2M | 55,965 | -3,550-6.34% | Reduce |
| QQUALCOMM INCQCOM |
| 1.21% | 0.98% | $3.0M | 16,000 | $2.1M | 16,000 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.14% | 1.45% | $2.8M | 2,992 | $3.1M | 3,067 | -75-2.45% | Reduce |
 ATLANTIC UN BANKSHARES CORPAUB |
| 1.12% | 1.1% | $2.7M | 64,758 | $2.3M | 64,758 | 00.00% | Unchanged |
 MARTIN MARIETTA MATLS INCMLM |
| 1.1% | 1.31% | $2.7M | 4,675 | $2.8M | 4,675 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 1.04% | 1% | $2.6M | 7,228 | $2.1M | 7,360 | -132-1.79% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.99% | 0.81% | $2.4M | 9,618 | $1.7M | 9,388 | +230+2.45% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.99% | 1.11% | $2.4M | 71,495 | $2.3M | 80,353 | -8,858-11.02% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.82% | — | $2.0M | 6,835 | $0 | 0 | +6,835 | New Buy |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.81% | 0.85% | $2.0M | 3,819 | $1.8M | 3,860 | -41-1.06% | Reduce |
 ENBRIDGE INCENB |
| 0.78% | 0.91% | $1.9M | 35,167 | $1.9M | 35,167 | 00.00% | Unchanged |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.76% | 0.73% | $1.9M | 21,125 | $1.5M | 4,179 | +16,946+405.50% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.74% | 0.13% | $1.8M | 4,223 | $279,021 | 1,700 | +2,523+148.41% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.74% | 0.75% | $1.8M | 2,431 | $1.6M | 2,427 | +4+0.16% | Add |
| SSCHWAB USSCHX |
| 0.68% | 0.73% | $1.7M | 57,065 | $1.5M | 59,557 | -2,492-4.18% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.66% | 0.77% | $1.6M | 51,240 | $1.6M | 52,674 | -1,434-2.72% | Reduce |
 DEERE & CODE |
| 0.63% | — | $1.6M | 2,444 | $0 | 0 | +2,444 | New Buy |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 0.63% | 0.65% | $1.5M | 53,207 | $1.4M | 54,537 | -1,330-2.44% | Reduce |
 MOLINA HEALTHCARE INCMOH |
| 0.62% | 0.42% | $1.5M | 6,629 | $883,646 | 6,629 | 00.00% | Unchanged |
| VVANGUARD WHITEHALL FDSVYM |
| 0.61% | 0.68% | $1.5M | 9,521 | $1.4M | 9,691 | -170-1.75% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.52% | $1.5M | 5,955 | $1.1M | 5,055 | +900+17.80% | Add |
 CME GROUP INCCME |
| 0.61% | 1.02% | $1.5M | 6,744 | $2.1M | 7,244 | -500-6.90% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.6% | 0.93% | $1.5M | 10,776 | $2.0M | 11,576 | -800-6.91% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.6% | 1.04% | $1.5M | 3,675 | $2.2M | 4,725 | -1,050-22.22% | Reduce |
