 APPLE INCAAPL |
| 6.08% | 6.14% | $73.0M | 252,416 | $64.7M | 254,829 | -2,413-0.95% | Reduce |
 MICROSOFT CORPMSFT |
| 5.2% | 5.87% | $62.5M | 167,600 | $61.8M | 167,072 | +528+0.32% | Add |
 ALPHABET INCGOOGL |
| 3.88% | 3.53% | $46.6M | 130,295 | $37.2M | 129,260 | +1,035+0.80% | Add |
 ELI LILLY & COLLY |
| 3.22% | 2.8% | $38.7M | 32,277 | $29.5M | 32,100 | +177+0.55% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.86% | 2.79% | $34.4M | 171,834 | $29.4M | 168,538 | +3,296+1.96% | Add |
 JPMORGAN CHASE & COJPM |
| 2.6% | 2.69% | $31.2M | 95,364 | $28.3M | 96,228 | -864-0.90% | Reduce |
 PALO ALTOPANW |
| 2.22% | 1.19% | $26.6M | 78,094 | $12.5M | 78,053 | +41+0.05% | Add |
 AMAZON COM INCAMZN |
| 1.98% | 1.95% | $23.8M | 99,830 | $20.5M | 98,434 | +1,396+1.42% | Add |
| AAlphabet Inc Class CGOOG |
| 1.98% | 1.84% | $23.7M | 67,186 | $19.4M | 67,559 | -373-0.55% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.79% | 0.72% | $21.5M | 37,083 | $7.6M | 37,391 | -308-0.82% | Reduce |
| IINVESCO S&P MIDCAP QUALITY ETFXMHQ |
| 1.77% | 1.77% | $21.2M | 188,122 | $18.7M | 180,729 | +7,393+4.09% | Add |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 1.69% | 1.51% | $20.4M | 200,115 | $15.9M | 168,051 | +32,064+19.08% | Add |
 ORACLE CORPORCL |
| 1.39% | 1.58% | $16.7M | 114,140 | $16.6M | 112,956 | +1,184+1.05% | Add |
 WELLTOWER INC COMWELL |
| 1.34% | 1.34% | $16.0M | 70,713 | $14.2M | 71,582 | -869-1.21% | Reduce |
| IISHARES TREFG |
| 1.26% | 1.21% | $15.2M | 121,816 | $12.7M | 114,116 | +7,700+6.75% | Add |
 CATERPILLAR INCCAT |
| 1.22% | 0.9% | $14.6M | 13,719 | $9.4M | 13,320 | +399+3.00% | Add |
 CISCO SYS INCCSCO |
| 1.18% | 0.9% | $14.2M | 121,115 | $9.5M | 122,462 | -1,347-1.10% | Reduce |
 DEERE & CODE |
| 1.18% | 1.15% | $14.1M | 22,291 | $12.1M | 21,541 | +750+3.48% | Add |
 BROADCOM INCAVGO |
| 1.07% | 0.95% | $12.9M | 34,067 | $10.0M | 32,456 | +1,611+4.96% | Add |
 PROCTER & GAMBLE COPG |
| 1.04% | 1.15% | $12.5M | 85,020 | $12.2M | 84,175 | +845+1.00% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.02% | 1.1% | $12.3M | 48,360 | $11.6M | 47,407 | +953+2.01% | Add |
 CHEVRON CORPORATIONCVX |
| 1.01% | 1.42% | $12.1M | 73,030 | $15.0M | 72,538 | +492+0.68% | Add |
 ABBVIE INCABBV |
| 0.94% | 0.9% | $11.3M | 44,986 | $9.4M | 43,440 | +1,546+3.56% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.91% | 0.58% | $10.9M | 50,149 | $6.1M | 31,266 | +18,883+60.39% | Add |
 AMGEN INC COMAMGN |
| 0.87% | 0.94% | $10.5M | 28,993 | $9.9M | 28,055 | +938+3.34% | Add |
 HOME DEPOT INCHD |
| 0.85% | 0.92% | $10.2M | 29,057 | $9.7M | 29,427 | -370-1.26% | Reduce |
 MCDONALDS CORPMCD |
| 0.84% | 1.1% | $10.1M | 37,429 | $11.6M | 37,196 | +233+0.63% | Add |
 MERCK & CO INCMRK |
| 0.78% | 0.83% | $9.4M | 72,892 | $8.8M | 72,838 | +54+0.07% | Add |
| QQUALCOMM INCQCOM |
| 0.75% | 0.57% | $9.0M | 48,810 | $6.0M | 46,512 | +2,298+4.94% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.74% | 0.81% | $8.9M | 17,421 | $8.6M | 17,129 | +292+1.70% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.73% | 0.87% | $8.7M | 9,341 | $9.1M | 9,160 | +181+1.98% | Add |
 META PLATFORMS INCMETA |
| 0.73% | 0.84% | $8.7M | 15,469 | $8.8M | 15,456 | +13+0.08% | Add |
| IINVESCO QQQ TRVOO |
| 0.71% | 0.6% | $8.5M | 11,567 | $6.4M | 11,008 | +559+5.08% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.71% | 0.73% | $8.5M | 26,920 | $7.7M | 26,918 | +2+0.01% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.7% | 0.25% | $8.4M | 7,280 | $2.6M | 7,768 | -488-6.28% | Reduce |
 COCA COLA COKO |
| 0.69% | 0.69% | $8.3M | 102,612 | $7.2M | 95,323 | +7,289+7.65% | Add |
 RTX CORPORATIONRTX |
| 0.68% | 0.77% | $8.2M | 43,133 | $8.1M | 42,053 | +1,080+2.57% | Add |
 VISA INCV |
| 0.68% | 0.68% | $8.1M | 23,641 | $7.2M | 23,779 | -138-0.58% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.64% | 0.6% | $7.7M | 89,822 | $6.3M | 14,527 | +75,295+518.31% | Add |
 ANALOG DEVICES INC COMADI |
| 0.64% | 0.58% | $7.7M | 19,427 | $6.1M | 19,159 | +268+1.40% | Add |
 EATON CORP PLCETN |
| 0.63% | 0.59% | $7.5M | 17,718 | $6.2M | 17,445 | +273+1.56% | Add |
 LOWES COS INC COMLOW |
| 0.62% | 0.73% | $7.4M | 33,519 | $7.7M | 32,523 | +996+3.06% | Add |
 MCKESSON CORP COMMCK |
| 0.6% | 0.79% | $7.2M | 9,497 | $8.3M | 9,588 | -91-0.95% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.58% | 0.36% | $7.0M | 16,082 | $3.8M | 17,975 | -1,893-10.53% | Reduce |
 PEPSICO INCPEP |
| 0.57% | 0.73% | $6.8M | 50,583 | $7.7M | 49,664 | +919+1.85% | Add |
| IISHARES RUSSELLIWM |
| 0.56% | 0.53% | $6.7M | 22,434 | $5.6M | 22,683 | -249-1.10% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.54% | 0.63% | $6.4M | 73,454 | $6.6M | 71,264 | +2,190+3.07% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.51% | 0.66% | $6.1M | 11,989 | $6.9M | 11,477 | +512+4.46% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.5% | 0.6% | $6.0M | 104,987 | $6.3M | 103,846 | +1,141+1.10% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.49% | 0.5% | $5.8M | 16,487 | $5.3M | 15,371 | +1,116+7.26% | Add |
