 APPLE INCAAPL |
| 10.36% | 9.13% | $13.0M | 51,146 | $10.0M | 48,867 | +2,279+4.66% | Add |
 TESLA INCTSLA |
| 5.67% | 4.69% | $7.1M | 16,041 | $5.1M | 16,207 | -166-1.02% | Reduce |
| PPROSHARES TRQLD |
| 4.9% | 4.67% | $6.2M | 44,870 | $5.1M | 43,555 | +1,315+3.02% | Add |
 ABBVIE INCABBV |
| 4.67% | 4.27% | $5.9M | 25,371 | $4.7M | 25,260 | +111+0.44% | Add |
 LOWES COS INC COMLOW |
| 4.49% | 4.55% | $5.6M | 22,445 | $5.0M | 22,503 | -58-0.26% | Reduce |
| PPROSHARES TRSSO |
| 4.48% | 4.34% | $5.6M | 50,264 | $4.8M | 48,749 | +1,515+3.11% | Add |
 MICROSOFT CORPMSFT |
| 4.35% | 4.72% | $5.5M | 10,560 | $5.2M | 10,428 | +132+1.27% | Add |
 JPMORGAN CHASE & COJPM |
| 4.21% | 4.47% | $5.3M | 16,763 | $4.9M | 16,922 | -159-0.94% | Reduce |
 HOME DEPOT INCHD |
| 3.62% | 3.73% | $4.6M | 11,241 | $4.1M | 11,190 | +51+0.46% | Add |
| PPROSHARES TRUWM |
| 2.63% | 2.37% | $3.3M | 71,360 | $2.6M | 69,200 | +2,160+3.12% | Add |
 DISNEY WALT CODIS |
| 2.6% | 3.37% | $3.3M | 28,500 | $3.7M | 29,884 | -1,384-4.63% | Reduce |
 AMGEN INC COMAMGN |
| 2.19% | 2.5% | $2.8M | 9,755 | $2.7M | 9,835 | -80-0.81% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.07% | 2.53% | $2.6M | 7,026 | $2.8M | 7,026 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2% | 2.28% | $2.5M | 11,459 | $2.5M | 11,429 | +30+0.26% | Add |
 ABBOTT LABORATORIESABT |
| 1.99% | 2.32% | $2.5M | 18,698 | $2.5M | 18,698 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.83% | 2.02% | $2.3M | 4,568 | $2.2M | 4,568 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 1.65% | 1.87% | $2.1M | 8,821 | $2.1M | 9,021 | -200-2.22% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.6% | 1.6% | $2.0M | 3,023 | $1.8M | 2,848 | +175+6.14% | Add |
| AAlphabet Inc Class CGOOG |
| 1.23% | 1.03% | $1.6M | 6,372 | $1.1M | 6,391 | -19-0.30% | Reduce |
 RTX CORPORATIONRTX |
| 1.19% | 1.18% | $1.5M | 8,940 | $1.3M | 8,865 | +75+0.85% | Add |
 VISA INCV |
| 1.08% | 1.29% | $1.4M | 3,994 | $1.4M | 3,994 | 00.00% | Unchanged |
 CUMMINS INCCMI |
| 0.91% | 0.81% | $1.1M | 2,715 | $889,163 | 2,715 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.91% | 0.79% | $1.1M | 6,106 | $868,471 | 5,497 | +609+11.08% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.9% | 0.94% | $1.1M | 9,166 | $1.0M | 8,681 | +485+5.59% | Add |
| IISHARES TRDGRO |
| 0.83% | 0.83% | $1.0M | 15,278 | $910,697 | 14,243 | +1,035+7.27% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.77% | 0.87% | $966,318 | 1,699 | $954,570 | 1,699 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 0.62% | 0.61% | $785,589 | 2,210 | $673,674 | 2,210 | 00.00% | Unchanged |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.62% | 0.46% | $784,181 | 3,634 | $509,424 | 2,489 | +1,145+46.00% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.61% | 0.59% | $766,909 | 2,249 | $647,194 | 2,219 | +30+1.35% | Add |
 DEERE & CODE |
| 0.6% | 0.73% | $750,364 | 1,641 | $803,923 | 1,581 | +60+3.80% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.59% | 0.49% | $741,008 | 2,258 | $541,603 | 1,782 | +476+26.71% | Add |
| IISHARES COREIJH |
| 0.57% | 0.59% | $720,797 | 11,045 | $649,660 | 10,475 | +570+5.44% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.56% | 0.81% | $709,655 | 8,496 | $885,648 | 8,774 | -278-3.17% | Reduce |
 BIOGEN INCBIIB |
| 0.54% | 0.56% | $673,785 | 4,810 | $616,647 | 4,910 | -100-2.04% | Reduce |
 ALPHABET INCGOOGL |
| 0.52% | 0.41% | $649,563 | 2,672 | $446,214 | 2,532 | +140+5.53% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.52% | 0.49% | $648,608 | 3,498 | $534,068 | 3,496 | +2+0.06% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.51% | 0.54% | $642,064 | 8,505 | $596,248 | 8,589 | -84-0.98% | Reduce |
 CONSOLIDATED EDISON INCED |
| 0.51% | 0.58% | $638,704 | 6,354 | $637,624 | 6,354 | 00.00% | Unchanged |
 WASTE MGMT INC DELWM |
| 0.45% | 0.54% | $571,950 | 2,590 | $592,644 | 2,590 | 00.00% | Unchanged |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.45% | 0.37% | $570,000 | 1,250 | $407,613 | 1,250 | 00.00% | Unchanged |
 ROCKWELL AUTOMATION INCROK |
| 0.45% | 0.49% | $562,743 | 1,610 | $534,794 | 1,610 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.4% | 0.44% | $507,496 | 1,670 | $487,924 | 1,670 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.4% | 0.37% | $504,399 | 1,057 | $410,336 | 1,057 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.39% | 0.38% | $492,821 | 987 | $422,128 | 911 | +76+8.34% | Add |
| IISHARES TRTLT |
| 0.39% | — | $491,535 | 5,500 | $0 | 0 | +5,500 | New Buy |
 HONEYWELL INTL INCHON |
| 0.39% | 0.45% | $491,307 | 2,334 | $491,144 | 2,109 | +225+10.67% | Add |
 NETFLIX INCNFLX |
| 0.39% | 0.5% | $490,000 | 409 | $548,000 | 409 | 00.00% | Unchanged |
 AMERICAN ELEC PWR CO INCAEP |
| 0.37% | 0.39% | $461,250 | 4,100 | $425,416 | 4,100 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.37% | 0.25% | $461,148 | 689 | $276,921 | 446 | +243+54.48% | Add |
 PROCTER & GAMBLE COPG |
| 0.36% | 0.42% | $450,456 | 2,932 | $466,056 | 2,925 | +7+0.24% | Add |
