APPLE INCAAPL |
| 19.92% | 21.81% | $1.5M | 4,954 | $1.3M | 5,021 | -67-1.33% | Reduce |
RTX CORPORATIONRTX |
| 10.58% | 14.18% | $774,408 | 4,038 | $828,506 | 4,295 | -257-5.98% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 8.07% | 6.58% | $590,642 | 792 | $384,353 | 591 | +201+34.01% | Add |
HCA HEALTHCARE INCHCA |
| 6.51% | 9.59% | $476,607 | 1,212 | $560,316 | 1,184 | +28+2.36% | Add |
EXXON MOBIL CORPXOM |
| 6.32% | 9% | $463,079 | 3,398 | $525,606 | 3,098 | +300+9.68% | Add |
PALO ALTOPANW |
| 5.77% | 3.29% | $422,448 | 1,200 | $192,384 | 1,200 | 00.00% | Unchanged |
FORTINET INCFTNT |
| 5.43% | 3.5% | $397,450 | 2,500 | $204,300 | 2,500 | 00.00% | Unchanged |
CROWDSTRIKE HLDGS INCCRWD |
| 5.09% | 1.21% | $372,461 | 482 | $70,665 | 181 | +301+166.30% | Add |
UNITED PARCEL SVCS INCUPS |
| 4.76% | 6.22% | $348,556 | 3,182 | $363,219 | 3,692 | -510-13.81% | Reduce |
CHEVRON CORPORATIONCVX |
| 4.57% | 7.15% | $334,694 | 2,020 | $417,938 | 2,020 | 00.00% | Unchanged |
TRAVELERS COSTRV |
| 2.72% | 2.98% | $199,434 | 596 | $173,841 | 596 | 00.00% | Unchanged |
PFIZER INCPFE |
| 2.4% | 3.53% | $175,375 | 7,344 | $206,220 | 7,344 | 00.00% | Unchanged |
CATERPILLAR INCCAT |
| 1.35% | — | $99,141 | 100 | $0 | 0 | +100 | New Buy |
| LLUMEN TECHNOLOGIES INCLUMN |
| 1.22% | — | $89,161 | 12,470 | $0 | 0 | +12,470 | New Buy |
WEBSTER FINL CORPWBS |
| 1.16% | 1.31% | $84,600 | 1,104 | $76,640 | 1,104 | 00.00% | Unchanged |
AMAZON COM INCAMZN |
| 0.88% | 1.38% | $64,292 | 266 | $80,392 | 386 | -120-31.09% | Reduce |
ROYAL CARIBBEANRCL |
| 0.84% | 0.94% | $61,260 | 200 | $55,036 | 200 | 00.00% | Unchanged |
| PPINNACLE FINL PARTNERS INCPNFP |
| 0.81% | 0.54% | $58,980 | 585 | $31,786 | 369 | +216+58.54% | Add |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.79% | — | $58,047 | 3,300 | $0 | 0 | +3,300 | New Buy |
| QQUALCOMM INCQCOM |
| 0.76% | 0.67% | $55,668 | 306 | $39,407 | 306 | 00.00% | Unchanged |
MARVELL TECHNOLOGY INCMRVL |
| 0.74% | — | $54,410 | 200 | $0 | 0 | +200 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.74% | 1.04% | $53,890 | 1,585 | $60,896 | 1,585 | 00.00% | Unchanged |
FORD MTR COF |
| 0.74% | 0.01% | $53,878 | 3,950 | $577 | 50 | +3,900+7,800.00% | Add |
MERCK & CO INCMRK |
| 0.64% | 0.77% | $46,888 | 374 | $44,989 | 374 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.62% | 0.65% | $45,521 | 780 | $38,025 | 780 | 00.00% | Unchanged |
| NNOBLE CORP PLCNE |
| 0.61% | — | $44,496 | 1,200 | $0 | 0 | +1,200 | New Buy |
HARTFORD INSURANCEHIG |
| 0.55% | 0.69% | $40,167 | 300 | $40,569 | 300 | 00.00% | Unchanged |
ALPHABET INCGOOGL |
| 0.44% | — | $32,509 | 90 | $0 | 0 | +90 | New Buy |
| LLYFT INC CLASS ALYFT |
| 0.4% | 0.45% | $29,289 | 1,975 | $26,268 | 1,975 | 00.00% | Unchanged |
NVIDIA CORPORATIONNVDA |
| 0.38% | 0.16% | $27,661 | 140 | $9,592 | 55 | +85+154.55% | Add |
HOWARD HUGHES HOLDINGS INCHHH |
| 0.35% | — | $25,386 | 350 | $0 | 0 | +350 | New Buy |
| CCIGNA GROUPLIBD |
| 0.29% | — | $21,057 | 76 | $0 | 0 | +76 | New Buy |
AMERICAN ELEC PWR CO INCAEP |
| 0.25% | 0.31% | $18,637 | 138 | $18,089 | 138 | 00.00% | Unchanged |
| JJOBY AVIATION INCJOBY |
| 0.24% | — | $17,680 | 2,000 | $0 | 0 | +2,000 | New Buy |
TESLA INCTSLA |
| 0.23% | — | $17,012 | 40 | $0 | 0 | +40 | New Buy |
UBER TECHNOLOGIES INCUBER |
| 0.22% | 0.15% | $16,349 | 225 | $8,991 | 125 | +100+80.00% | Add |
| QQUANTUMSCAPE CORPQS |
| 0.2% | 0.21% | $14,840 | 1,950 | $12,441 | 1,950 | 00.00% | Unchanged |
VIATRIS INCVTRS |
| 0.2% | 0.21% | $14,740 | 911 | $12,308 | 911 | 00.00% | Unchanged |
ALTRIA GROUP INCMO |
| 0.2% | — | $14,308 | 200 | $0 | 0 | +200 | New Buy |
WENDYS COWEN |
| 0.18% | — | $13,410 | 1,500 | $0 | 0 | +1,500 | New Buy |
MP MATERIALS CORPMP |
| 0.15% | — | $10,856 | 200 | $0 | 0 | +200 | New Buy |
CARRIER GLOBALCARR |
| 0.14% | 0.05% | $9,946 | 138 | $2,872 | 51 | +87+170.59% | Add |
| AARCHER AVIATION INCACHR |
| 0.13% | — | $9,840 | 2,000 | $0 | 0 | +2,000 | New Buy |
CRANE COMPANYCR |
| 0.12% | 0.12% | $8,792 | 40 | $6,840 | 40 | 00.00% | Unchanged |
| VVANGUARD MUN BD FDSVTEB |
| 0.1% | <0.01% | $7,116 | 141 | $249 | 5 | +136+2,720.00% | Add |
SUPER MICRO COMPUTER INCSMCI |
| 0.09% | — | $6,913 | 250 | $0 | 0 | +250 | New Buy |
KRAFT HEINZ CO COMKHC |
| 0.09% | — | $6,253 | 250 | $0 | 0 | +250 | New Buy |
| VVANGUARD INDEX FDSVTV |
| 0.08% | 0.04% | $6,087 | 28 | $2,158 | 11 | +17+154.55% | Add |
| IISHARES TRGVI |
| 0.08% | 0.06% | $5,904 | 55 | $3,715 | 35 | +20+57.14% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.07% | 0.05% | $4,980 | 146 | $2,796 | 96 | +50+52.08% | Add |