 LOWES COS INC COMLOW |
| 30.9% | 34.28% | $66.5M | 301,682 | $71.3M | 301,679 | +3+0.00% | Add |
| FFIRST TR EXCHANGE-TRADED FDFTCB |
| 8.67% | 9.5% | $18.7M | 895,036 | $19.7M | 942,180 | -47,144-5.00% | Reduce |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 4.53% | 4.59% | $9.8M | 546,751 | $9.5M | 544,001 | +2,750+0.51% | Add |
| IINVESCO ACTIVELY MANAGED EXCGSY |
| 4.39% | 3.33% | $9.4M | 188,347 | $6.9M | 138,190 | +50,157+36.30% | Add |
 APPLE INCAAPL |
| 3.53% | 3.22% | $7.6M | 26,291 | $6.7M | 26,390 | -99-0.38% | Reduce |
 BROADCOM INCAVGO |
| 3.16% | 2.68% | $6.8M | 18,009 | $5.6M | 18,003 | +6+0.03% | Add |
| EETF SER SOLUTIONS AAM SAWGRASSSAWS |
| 2.78% | 2.31% | $6.0M | 229,882 | $4.8M | 226,035 | +3,847+1.70% | Add |
 EATON CORP PLCETN |
| 2.33% | 2% | $5.0M | 11,763 | $4.2M | 11,603 | +160+1.38% | Add |
 JPMORGAN CHASE & COJPM |
| 2.15% | 1.98% | $4.6M | 14,123 | $4.1M | 14,024 | +99+0.71% | Add |
 MARATHON PETE CORPMPC |
| 2.08% | 2.1% | $4.5M | 17,530 | $4.4M | 17,870 | -340-1.90% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.84% | 1.75% | $4.0M | 27,047 | $3.6M | 27,766 | -719-2.59% | Reduce |
 MICROSOFT CORPMSFT |
| 1.74% | 1.65% | $3.7M | 10,037 | $3.4M | 9,243 | +794+8.59% | Add |
 UNION PAC CORPUNP |
| 1.49% | 1.37% | $3.2M | 11,786 | $2.8M | 11,737 | +49+0.42% | Add |
 ALPHABET INCGOOGL |
| 1.47% | 1.2% | $3.2M | 8,868 | $2.5M | 8,643 | +225+2.60% | Add |
 CHUBB LIMITEDCB |
| 1.34% | 1.37% | $2.9M | 8,493 | $2.9M | 8,750 | -257-2.94% | Reduce |
 CVS HEALTH CORPCVS |
| 1.31% | 0.92% | $2.8M | 27,203 | $1.9M | 26,775 | +428+1.60% | Add |
 AMAZON COM INCAMZN |
| 1.25% | 1.09% | $2.7M | 11,259 | $2.3M | 10,913 | +346+3.17% | Add |
| IINVESCO ACTIVELY MANAGED EXCEFAA |
| 1.17% | 1.1% | $2.5M | 45,187 | $2.3M | 43,458 | +1,729+3.98% | Add |
 CME GROUP INCCME |
| 1.12% | 1.53% | $2.4M | 10,923 | $3.2M | 10,756 | +167+1.55% | Add |
 SOUTHERN COSO |
| 1.11% | 1.31% | $2.4M | 24,876 | $2.7M | 28,326 | -3,450-12.18% | Reduce |
 VISA INCV |
| 1.07% | 0.95% | $2.3M | 6,698 | $2.0M | 6,543 | +155+2.37% | Add |
 CUMMINS INCCMI |
| 1.01% | 0.78% | $2.2M | 3,036 | $1.6M | 3,022 | +14+0.46% | Add |
 AFLAC INC COMAFL |
| 1% | 0.97% | $2.2M | 18,340 | $2.0M | 18,340 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.96% | 0.84% | $2.1M | 8,194 | $1.7M | 7,999 | +195+2.44% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.9% | 0.89% | $1.9M | 7,630 | $1.8M | 7,567 | +63+0.83% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.9% | 1.17% | $1.9M | 45,516 | $2.4M | 48,471 | -2,955-6.10% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.83% | 0.74% | $1.8M | 4,473 | $1.5M | 4,862 | -389-8.00% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.82% | 0.97% | $1.8M | 4,257 | $2.0M | 4,643 | -386-8.31% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.78% | 0.7% | $1.7M | 8,384 | $1.4M | 8,296 | +88+1.06% | Add |
 HOME DEPOT INCHD |
| 0.76% | 1.19% | $1.6M | 4,656 | $2.5M | 7,549 | -2,893-38.32% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.76% | 0.28% | $1.6M | 2,801 | $574,283 | 2,823 | -22-0.78% | Reduce |
 WALMART INCWMT |
| 0.74% | 0.83% | $1.6M | 14,009 | $1.7M | 13,856 | +153+1.10% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.7% | 0.69% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.68% | 0.68% | $1.5M | 2,879 | $1.4M | 2,341 | +538+22.98% | Add |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.68% | 0.72% | $1.5M | 65,408 | $1.5M | 66,881 | -1,473-2.20% | Reduce |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.61% | 0.72% | $1.3M | 11,328 | $1.5M | 11,223 | +105+0.94% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.29% | $1.2M | 2,896 | $611,533 | 2,260 | +636+28.14% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.56% | 0.59% | $1.2M | 11,148 | $1.2M | 12,463 | -1,315-10.55% | Reduce |
| IINVESCO S&P 500 LOW VOLATILITY ETFSPLV |
| 0.55% | 0.56% | $1.2M | 15,829 | $1.2M | 15,898 | -69-0.43% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.55% | 0.56% | $1.2M | 4,036 | $1.2M | 4,036 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.54% | 0.25% | $1.2M | 3,405 | $522,323 | 3,258 | +147+4.51% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.49% | 0.69% | $1.1M | 2,049 | $1.4M | 2,879 | -830-28.83% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.49% | 0.47% | $1.0M | 2,098 | $978,047 | 2,041 | +57+2.79% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.49% | 0.42% | $1.0M | 2,128 | $881,405 | 2,115 | +13+0.61% | Add |
 RTX CORPORATIONRTX |
| 0.42% | 0.44% | $913,929 | 4,817 | $908,752 | 4,711 | +106+2.25% | Add |
 GE VERNOVA INCGEV |
| 0.4% | 0.41% | $863,522 | 735 | $856,315 | 981 | -246-25.08% | Reduce |
 CATERPILLAR INCCAT |
| 0.36% | 0.29% | $773,117 | 726 | $594,398 | 839 | -113-13.47% | Reduce |
 META PLATFORMS INCMETA |
| 0.35% | 0.36% | $763,498 | 1,355 | $757,675 | 1,324 | +31+2.34% | Add |
 VERTIV HOLDINGS COVRT |
| 0.35% | 0.37% | $743,635 | 2,221 | $779,554 | 3,111 | -890-28.61% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.34% | 0.37% | $728,824 | 8,032 | $772,386 | 7,523 | +509+6.77% | Add |
