 NVIDIA CORPORATIONNVDA |
| 11.52% | 12.26% | $16.9M | 84,617 | $14.8M | 84,873 | -256-0.30% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 5.45% | 5.58% | $8.0M | 11,661 | $6.7M | 11,266 | +395+3.51% | Add |
 DUKE ENERGY CORP NEWDUK |
| 5.36% | 6.49% | $7.9M | 62,256 | $7.8M | 59,848 | +2,408+4.02% | Add |
 TRUIST FINL CORPTFC |
| 5.03% | 5.88% | $7.4M | 148,329 | $7.1M | 154,404 | -6,075-3.93% | Reduce |
 APPLE INCAAPL |
| 3.97% | 4.3% | $5.8M | 20,173 | $5.2M | 20,447 | -274-1.34% | Reduce |
| FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 3.22% | 2.96% | $4.7M | 16,554 | $3.6M | 17,174 | -620-3.61% | Reduce |
 ELI LILLY & COLLY |
| 2.53% | 2.4% | $3.7M | 3,098 | $2.9M | 3,144 | -46-1.46% | Reduce |
 KLA CORPKLAC |
| 2.49% | 1.47% | $3.7M | 12,121 | $1.8M | 1,202 | +10,919+908.40% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.37% | 1.46% | $3.5M | 4,572 | $1.8M | 4,502 | +70+1.55% | Add |
 LOWES COS INC COMLOW |
| 2.07% | 2.71% | $3.0M | 13,779 | $3.3M | 13,834 | -55-0.40% | Reduce |
| AAPPLOVIN CORPAPP |
| 1.96% | 1.85% | $2.9M | 5,583 | $2.2M | 5,618 | -35-0.62% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 1.95% | 1.86% | $2.9M | 9,437 | $2.3M | 9,470 | -33-0.35% | Reduce |
 MICROSOFT CORPMSFT |
| 1.94% | 2.36% | $2.9M | 7,650 | $2.9M | 7,712 | -62-0.80% | Reduce |
 AMAZON COM INCAMZN |
| 1.91% | 2.01% | $2.8M | 11,750 | $2.4M | 11,661 | +89+0.76% | Add |
 VERTIV HOLDINGS COVRT |
| 1.59% | 0.69% | $2.3M | 6,991 | $833,930 | 3,328 | +3,663+110.07% | Add |
| VVANGUARD MIDVO |
| 1.47% | 1.65% | $2.2M | 26,894 | $2.0M | 6,940 | +19,954+287.52% | Add |
 CATERPILLAR INCCAT |
| 1.46% | 1.15% | $2.1M | 2,013 | $1.4M | 1,966 | +47+2.39% | Add |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 1.35% | 0.2% | $2.0M | 6,953 | $243,768 | 1,653 | +5,300+320.63% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.31% | 0.41% | $1.9M | 1,663 | $491,557 | 1,455 | +208+14.30% | Add |
 ABBVIE INCABBV |
| 1.21% | 1.29% | $1.8M | 7,057 | $1.6M | 7,180 | -123-1.71% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.17% | 1.74% | $1.7M | 12,604 | $2.1M | 12,401 | +203+1.64% | Add |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 1.11% | 0.9% | $1.6M | 10,134 | $1.1M | 9,658 | +476+4.93% | Add |
 CSX CORPCSX |
| 1.09% | 1.14% | $1.6M | 33,566 | $1.4M | 33,666 | -100-0.30% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.08% | 1.03% | $1.6M | 2,149 | $1.2M | 2,150 | -1-0.05% | Reduce |
| FFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.96% | 0.96% | $1.4M | 12,303 | $1.2M | 12,378 | -75-0.61% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.85% | 1.01% | $1.3M | 2,504 | $1.2M | 2,534 | -30-1.18% | Reduce |
 CISCO SYS INCCSCO |
| 0.85% | 0.68% | $1.3M | 10,642 | $825,726 | 10,642 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.76% | $1.1M | 3,205 | $919,386 | 3,205 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.77% | 0.88% | $1.1M | 8,800 | $1.1M | 8,792 | +8+0.09% | Add |
 CONSTRUCTION PARTNERS INCROAD |
| 0.77% | 0.87% | $1.1M | 9,505 | $1.1M | 9,505 | 00.00% | Unchanged |
| MMASTEC INCMTZ |
| 0.75% | 0.67% | $1.1M | 2,633 | $814,646 | 2,532 | +101+3.99% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.85% | $1.1M | 4,207 | $1.0M | 4,177 | +30+0.72% | Add |
 TESLA INCTSLA |
| 0.73% | 0.77% | $1.1M | 2,535 | $934,580 | 2,514 | +21+0.84% | Add |
| SSPDR GOLD TRGLD |
| 0.7% | 1.03% | $1.0M | 2,804 | $1.2M | 2,903 | -99-3.41% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.68% | 0.48% | $993,822 | 3,905 | $577,641 | 3,830 | +75+1.96% | Add |
 US FOODS HLDG CORPUSFD |
| 0.68% | 0.74% | $992,336 | 9,705 | $894,898 | 9,705 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.66% | 0.61% | $973,414 | 2,605 | $741,603 | 2,613 | -8-0.31% | Reduce |
| SSTATE STREETSPYM |
| 0.63% | 0.67% | $922,213 | 10,494 | $803,211 | 10,494 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.6% | 0.81% | $875,688 | 1,705 | $976,835 | 1,955 | -250-12.79% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.57% | 0.46% | $835,810 | 4,920 | $560,491 | 4,565 | +355+7.78% | Add |
 BROADCOM INCAVGO |
| 0.57% | 0.56% | $831,428 | 2,201 | $681,232 | 2,201 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.55% | 0.62% | $814,774 | 833 | $751,106 | 839 | -6-0.72% | Reduce |
| IINVESCO S&P MIDCAP QUALITY ETFXMHQ |
| 0.55% | 0.63% | $808,672 | 7,164 | $760,493 | 7,357 | -193-2.62% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.52% | 0.24% | $769,019 | 1,204 | $288,342 | 1,066 | +138+12.95% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.52% | 0.75% | $766,266 | 18,098 | $910,965 | 18,147 | -49-0.27% | Reduce |
 GE VERNOVA INCGEV |
| 0.51% | 0.45% | $753,197 | 641 | $537,776 | 616 | +25+4.06% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.51% | 0.21% | $748,840 | 776 | $258,953 | 661 | +115+17.40% | Add |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 0.48% | 0.46% | $699,493 | 5,975 | $551,970 | 5,975 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.47% | 0.66% | $685,004 | 28,447 | $793,176 | 28,247 | +200+0.71% | Add |
| IISHARES TRIVV |
| 0.47% | 0.47% | $684,485 | 914 | $570,906 | 874 | +40+4.58% | Add |
