 APPLE INCAAPL |
| 14.51% | 14.47% | $26.6M | 92,005 | $23.5M | 92,658 | -653-0.70% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.2% | 7.3% | $13.2M | 66,033 | $11.9M | 68,024 | -1,991-2.93% | Reduce |
 WALMART INCWMT |
| 4.54% | 5.71% | $8.3M | 73,586 | $9.3M | 74,706 | -1,120-1.50% | Reduce |
 AMAZON COM INCAMZN |
| 3.76% | 3.72% | $6.9M | 28,919 | $6.0M | 29,004 | -85-0.29% | Reduce |
 META PLATFORMS INCMETA |
| 3.21% | 3.72% | $5.9M | 10,460 | $6.0M | 10,565 | -105-0.99% | Reduce |
 BROADCOM INCAVGO |
| 2.73% | 2.57% | $5.0M | 13,256 | $4.2M | 13,487 | -231-1.71% | Reduce |
 MICROSOFT CORPMSFT |
| 2.66% | 3.05% | $4.9M | 13,071 | $5.0M | 13,385 | -314-2.35% | Reduce |
 ALPHABET INCGOOGL |
| 2.47% | 2.28% | $4.5M | 12,699 | $3.7M | 12,900 | -201-1.56% | Reduce |
 ELI LILLY & COLLY |
| 2.37% | 2.08% | $4.3M | 3,623 | $3.4M | 3,667 | -44-1.20% | Reduce |
 GE VERNOVA INCGEV |
| 2.28% | 1.91% | $4.2M | 3,552 | $3.1M | 3,552 | 00.00% | Unchanged |
| JJANUS HENDERSONJAAA |
| 2.12% | 2.13% | $3.9M | 76,965 | $3.5M | 68,824 | +8,141+11.83% | Add |
 GE AEROSPACEGE |
| 1.85% | 1.59% | $3.4M | 9,096 | $2.6M | 9,102 | -6-0.07% | Reduce |
 ABBVIE INCABBV |
| 1.61% | 1.59% | $3.0M | 11,769 | $2.6M | 11,859 | -90-0.76% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.52% | 1.48% | $2.8M | 82,260 | $2.4M | 82,766 | -506-0.61% | Reduce |
 UNITED RENTALS INCURI |
| 1.5% | 1.1% | $2.8M | 2,432 | $1.8M | 2,458 | -26-1.06% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 1.49% | 1.63% | $2.7M | 86,118 | $2.6M | 86,124 | -6-0.01% | Reduce |
| EENERGY TRANSFER L PET |
| 1.48% | 1.69% | $2.7M | 142,382 | $2.7M | 142,168 | +214+0.15% | Add |
 EXXON MOBIL CORPXOM |
| 1.34% | 1.02% | $2.5M | 18,000 | $1.7M | 9,727 | +8,273+85.05% | Add |
| IISHARES TRDVY |
| 1.19% | 1.32% | $2.2M | 13,909 | $2.2M | 14,206 | -297-2.09% | Reduce |
 VISA INCV |
| 0.98% | 0.98% | $1.8M | 5,238 | $1.6M | 5,262 | -24-0.46% | Reduce |
| SSCHWAB USSCHX |
| 0.96% | 0.94% | $1.8M | 59,559 | $1.5M | 59,807 | -248-0.41% | Reduce |
 RTX CORPORATIONRTX |
| 0.91% | 0.97% | $1.7M | 8,762 | $1.6M | 8,182 | +580+7.09% | Add |
 HOME DEPOT INCHD |
| 0.89% | 0.94% | $1.6M | 4,638 | $1.5M | 4,637 | +1+0.02% | Add |
| IINVESCO QQQ TRVOO |
| 0.89% | 0.79% | $1.6M | 2,217 | $1.3M | 2,218 | -1-0.05% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.84% | 0.81% | $1.5M | 26,887 | $1.3M | 26,960 | -73-0.27% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 0.81% | 0.67% | $1.5M | 5,128 | $1.1M | 5,129 | -1-0.02% | Reduce |
| SSTATE STREETSPYM |
| 0.78% | 0.77% | $1.4M | 16,349 | $1.2M | 16,313 | +36+0.22% | Add |
 MURPHY USA INCMUSA |
| 0.72% | 0.78% | $1.3M | 2,448 | $1.3M | 2,549 | -101-3.96% | Reduce |
 HOME BANCSHARES INCHOMB |
| 0.71% | 0.85% | $1.3M | 45,858 | $1.4M | 51,534 | -5,676-11.01% | Reduce |
 PFIZER INCPFE |
| 0.71% | 0.77% | $1.3M | 53,877 | $1.3M | 44,835 | +9,042+20.17% | Add |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.7% | 0.4% | $1.3M | 6,850 | $646,503 | 6,850 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.66% | 0.53% | $1.2M | 2,546 | $860,422 | 2,546 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.65% | 0.94% | $1.2M | 10,278 | $1.5M | 10,418 | -140-1.34% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.62% | 0.63% | $1.1M | 3,481 | $1.0M | 3,481 | 00.00% | Unchanged |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.61% | 0.67% | $1.1M | 18,166 | $1.1M | 19,486 | -1,320-6.77% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 0.61% | 0.49% | $1.1M | 3,956 | $801,420 | 4,071 | -115-2.82% | Reduce |
 BOEING COBA |
| 0.61% | 0.63% | $1.1M | 5,134 | $1.0M | 5,135 | -1-0.02% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.59% | 0.56% | $1.1M | 1,575 | $915,428 | 1,532 | +43+2.81% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.57% | 0.25% | $1.1M | 2,435 | $399,705 | 2,435 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 0.56% | 0.72% | $1.0M | 3,300 | $1.2M | 3,300 | 00.00% | Unchanged |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.56% | 0.6% | $1.0M | 4,338 | $970,636 | 4,513 | -175-3.88% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.54% | 0.78% | $993,726 | 17,594 | $1.3M | 22,464 | -4,870-21.68% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.52% | 0.3% | $947,820 | 1,242 | $480,984 | 1,232 | +10+0.81% | Add |
| TTIDAL TRUST IIISNTH |
| 0.5% | 0.46% | $912,114 | 30,678 | $744,919 | 28,389 | +2,289+8.06% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.49% | 0.58% | $903,771 | 8,406 | $939,030 | 9,545 | -1,139-11.93% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.49% | 0.46% | $892,511 | 2,411 | $747,534 | 2,330 | +81+3.48% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.48% | 0.48% | $889,129 | 1,190 | $774,085 | 1,190 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 0.48% | 0.43% | $887,091 | 4,243 | $698,302 | 4,243 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 0.48% | 0.4% | $879,933 | 2,628 | $641,753 | 2,561 | +67+2.62% | Add |
 GENERAC HLDGS INCGNRC |
| 0.46% | 0.34% | $839,193 | 2,866 | $559,817 | 2,866 | 00.00% | Unchanged |
