UDR INC COMUDR |
| 14.47% | 0.35% | $20.9M | 524,198 | $366,513 | 10,850 | +513,348+4,731.32% | Add |
| IINVESCO QQQ TRVOO |
| 6.02% | 6.35% | $8.7M | 11,803 | $6.7M | 11,668 | +135+1.16% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 5.9% | 6.98% | $8.5M | 23,073 | $7.4M | 23,073 | 00.00% | Unchanged |
ALPHABET INCGOOGL |
| 4.43% | 4.97% | $6.4M | 17,914 | $5.3M | 18,326 | -412-2.25% | Reduce |
AMAZON COM INCAMZN |
| 4.28% | 5.13% | $6.2M | 26,002 | $5.4M | 26,149 | -147-0.56% | Reduce |
LAM RESEARCH CORPLRCX |
| 3.73% | 2.86% | $5.4M | 12,448 | $3.0M | 14,184 | -1,736-12.24% | Reduce |
APPLE INCAAPL |
| 3.68% | 4.25% | $5.3M | 18,395 | $4.5M | 17,770 | +625+3.52% | Add |
JPMORGAN CHASE & COJPM |
| 3.19% | 3.85% | $4.6M | 14,092 | $4.1M | 13,875 | +217+1.56% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.12% | 3.7% | $4.5M | 6,026 | $3.9M | 6,025 | +1+0.02% | Add |
| VVICOR CORPVICR |
| 3.11% | 2.28% | $4.5M | 11,830 | $2.4M | 15,023 | -3,193-21.25% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 3.08% | 3.82% | $4.5M | 18,850 | $4.1M | 18,850 | 00.00% | Unchanged |
| VVANGUARD MIDVO |
| 2.25% | 2.73% | $3.3M | 40,369 | $2.9M | 10,072 | +30,297+300.80% | Add |
NVIDIA CORPORATIONNVDA |
| 2.23% | 2.62% | $3.2M | 16,125 | $2.8M | 15,915 | +210+1.32% | Add |
| VVANGUARD WORLD FDVGT |
| 2.16% | 2.23% | $3.1M | 26,122 | $2.4M | 3,384 | +22,738+671.93% | Add |
MICROSOFT CORPMSFT |
| 1.82% | 2.42% | $2.6M | 7,060 | $2.6M | 6,929 | +131+1.89% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.45% | 1.75% | $2.1M | 4,000 | $1.9M | 4,000 | 00.00% | Unchanged |
PROGRESSIVE CORPPGR |
| 1.37% | 1.69% | $2.0M | 9,038 | $1.8M | 9,031 | +7+0.08% | Add |
MARRIOTT INTL INC NEWMAR |
| 1.29% | 1.61% | $1.9M | 5,036 | $1.7M | 5,232 | -196-3.75% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.22% | 1.36% | $1.8M | 4,998 | $1.4M | 5,011 | -13-0.26% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.15% | 1.84% | $1.7M | 2,413 | $2.0M | 3,267 | -854-26.14% | Reduce |
| IISHARES TRDGRO |
| 1.1% | 1.21% | $1.6M | 20,978 | $1.3M | 18,225 | +2,753+15.11% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 1.06% | 1.57% | $1.5M | 1,638 | $1.7M | 1,669 | -31-1.86% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.04% | 1.35% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
CHEVRON CORPORATIONCVX |
| 1.03% | 1.66% | $1.5M | 8,947 | $1.8M | 8,506 | +441+5.18% | Add |
NEWMONT CORPNEM |
| 1.02% | 1.62% | $1.5M | 15,771 | $1.7M | 15,830 | -59-0.37% | Reduce |
| IISHARES TRDVY |
| 1% | 1.32% | $1.4M | 9,220 | $1.4M | 9,260 | -40-0.43% | Reduce |
ELI LILLY & COLLY |
| 0.89% | 0.97% | $1.3M | 1,077 | $1.0M | 1,116 | -39-3.49% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.77% | 0.91% | $1.1M | 3,667 | $960,337 | 3,667 | 00.00% | Unchanged |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.97% | $1.1M | 2,201 | $1.0M | 2,156 | +45+2.09% | Add |
ABBVIE INCABBV |
| 0.71% | 0.78% | $1.0M | 4,107 | $830,377 | 3,818 | +289+7.57% | Add |
DANAHER CORP DEL COMDHR |
| 0.67% | 0.79% | $972,915 | 5,097 | $837,710 | 4,409 | +688+15.60% | Add |
CROWDSTRIKE HLDGS INCCRWD |
| 0.65% | 0.48% | $935,610 | 1,226 | $508,704 | 1,303 | -77-5.91% | Reduce |
DIGITAL RLTY TR INC COMDLR |
| 0.64% | 0.9% | $931,481 | 5,187 | $957,996 | 5,316 | -129-2.43% | Reduce |
| IISHARES TRIGRO |
| 0.6% | 0.59% | $873,928 | 9,939 | $625,151 | 7,463 | +2,476+33.18% | Add |
CVS HEALTH CORPCVS |
| 0.57% | 0.5% | $828,738 | 8,011 | $533,766 | 7,432 | +579+7.79% | Add |
VISA INCV |
| 0.55% | 0.61% | $797,341 | 2,324 | $645,585 | 2,136 | +188+8.80% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.53% | 0.65% | $762,755 | 3,500 | $686,700 | 3,500 | 00.00% | Unchanged |
INTEL CORPINTC |
| 0.52% | 0.21% | $747,858 | 5,356 | $223,077 | 5,055 | +301+5.95% | Add |
VISTRA CORPVST |
| 0.51% | 0.66% | $743,182 | 4,685 | $703,093 | 4,677 | +8+0.17% | Add |
MCDONALDS CORPMCD |
| 0.5% | 0.82% | $721,998 | 2,671 | $870,212 | 2,800 | -129-4.61% | Reduce |
L3HARRIS TECHNOLOGIES INCLHX |
| 0.48% | 0.78% | $701,484 | 2,414 | $828,705 | 2,401 | +13+0.54% | Add |
MERCK & CO INCMRK |
| 0.45% | 0.56% | $645,088 | 4,988 | $597,645 | 4,934 | +54+1.09% | Add |
BUNGE GLOBAL SABG |
| 0.44% | 0.72% | $640,167 | 5,998 | $763,200 | 6,000 | -2-0.03% | Reduce |
PHILLIPS 66PSX |
| 0.41% | 0.6% | $597,085 | 3,532 | $639,452 | 3,510 | +22+0.63% | Add |
EXXON MOBIL CORPXOM |
| 0.41% | 0.78% | $586,939 | 4,293 | $822,342 | 4,847 | -554-11.43% | Reduce |
PROCTER & GAMBLE COPG |
| 0.4% | 0.63% | $575,269 | 3,923 | $664,135 | 4,598 | -675-14.68% | Reduce |
| VVANGUARD WHITEHALL FDSVNQ |
| 0.39% | 0.51% | $569,618 | 6,100 | $539,606 | 6,100 | 00.00% | Unchanged |
| VVANGUARD HEALTHVHT |
| 0.39% | 0.49% | $565,129 | 1,890 | $514,704 | 1,890 | 00.00% | Unchanged |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 0.39% | 0.49% | $558,687 | 6,310 | $520,133 | 6,310 | 00.00% | Unchanged |
HONEYWELL INTL INCHON |
| 0.36% | 0.98% | $515,194 | 2,301 | $1.0M | 4,599 | -2,298-49.97% | Reduce |