 APPLE INCAAPL |
| 5.43% | 5.31% | $1.24B | 4.3M | $1.10B | 4.3M | -48,243-1.12% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.53% | 4.34% | $1.03B | 5.2M | $897.2M | 5.1M | +8,321+0.16% | Add |
 ALPHABET INCGOOGL |
| 4.19% | 3.75% | $953.7M | 2.7M | $774.6M | 2.7M | -25,086-0.93% | Reduce |
 MICROSOFT CORPMSFT |
| 3.56% | 3.88% | $810.3M | 2.2M | $800.4M | 2.2M | +9,792+0.45% | Add |
 AMAZON COM INCAMZN |
| 2.73% | 2.64% | $623.0M | 2.6M | $544.5M | 2.6M | -423-0.02% | Reduce |
 BROADCOM INCAVGO |
| 2.38% | 2.22% | $542.9M | 1.4M | $459.0M | 1.5M | -45,678-3.08% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.86% | 1.92% | $424.8M | 1.3M | $397.3M | 1.4M | -52,877-3.91% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.63% | 1.58% | $370.7M | 496,436 | $326.1M | 501,503 | -5,067-1.01% | Reduce |
| IISHARES TRIVV |
| 1.57% | 1.48% | $356.8M | 476,427 | $305.9M | 468,370 | +8,057+1.72% | Add |
 COMMERCE BANCSHARES INCCBSH |
| 1.39% | 1.67% | $316.0M | 5.5M | $344.9M | 7.0M | -1.5M-21.94% | Reduce |
| IISHARES TRIWS |
| 1.38% | 1.4% | $314.8M | 1.9M | $288.6M | 2.0M | -67,691-3.42% | Reduce |
 CATERPILLAR INCCAT |
| 1.26% | 0.89% | $287.9M | 270,388 | $183.8M | 259,482 | +10,906+4.20% | Add |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.09% | $274.6M | 777,110 | $226.0M | 787,905 | -10,795-1.37% | Reduce |
 MORGAN STANLEYMS |
| 1.12% | 1.02% | $255.0M | 1.2M | $211.6M | 1.3M | -66,058-5.14% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.1% | 1.15% | $251.6M | 990,481 | $237.6M | 971,935 | +18,546+1.91% | Add |
 ELI LILLY & COLLY |
| 1.03% | 0.85% | $235.4M | 196,251 | $175.9M | 191,230 | +5,021+2.63% | Add |
 VISA INCV |
| 1.03% | 1.02% | $234.8M | 684,312 | $210.1M | 695,201 | -10,889-1.57% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.99% | 1.37% | $226.7M | 1.7M | $283.3M | 1.7M | -11,992-0.72% | Reduce |
| IISHARES RUSSELLIWF |
| 0.98% | 0.96% | $224.2M | 1.8M | $198.1M | 464,576 | +1.3M+288.65% | Add |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 0.98% | 1% | $223.1M | 1.5M | $207.3M | 1.6M | -94,353-5.83% | Reduce |
 META PLATFORMS INCMETA |
| 0.97% | 1.15% | $220.2M | 390,909 | $237.0M | 414,189 | -23,280-5.62% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.92% | 1.01% | $209.3M | 1.4M | $209.6M | 1.5M | -23,908-1.65% | Reduce |
| IISHARES RUSSELLIWM |
| 0.91% | 0.82% | $206.7M | 688,092 | $169.0M | 681,630 | +6,462+0.95% | Add |
 PALO ALTOPANW |
| 0.88% | 0.45% | $201.3M | 590,311 | $93.8M | 585,099 | +5,212+0.89% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.82% | 0.83% | $187.1M | 1.7M | $171.5M | 1.7M | -2,293-0.13% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.76% | 0.72% | $172.9M | 909,315 | $148.9M | 881,632 | +27,683+3.14% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.72% | 0.63% | $163.1M | 961,845 | $131.0M | 1.1M | -145,373-13.13% | Reduce |
| IISHARES TRIWD |
| 0.71% | 0.73% | $160.9M | 663,733 | $151.0M | 706,802 | -43,069-6.09% | Reduce |
 MERCK & CO INCMRK |
| 0.7% | 0.69% | $159.2M | 1.2M | $142.9M | 1.2M | +50,507+4.25% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.7% | 0.7% | $158.8M | 1.4M | $143.7M | 1.5M | -38,477-2.60% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.62% | 0.68% | $142.0M | 1.6M | $140.3M | 1.5M | +107,320+7.10% | Add |
 UNION PAC CORPUNP |
| 0.62% | 0.6% | $140.9M | 518,029 | $124.9M | 514,801 | +3,228+0.63% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.62% | 0.62% | $140.6M | 143,758 | $129.0M | 144,109 | -351-0.24% | Reduce |
 MCDONALDS CORPMCD |
| 0.61% | 0.78% | $139.6M | 516,595 | $161.8M | 520,571 | -3,976-0.76% | Reduce |
 WALMART INCWMT |
| 0.61% | 0.75% | $139.4M | 1.2M | $154.2M | 1.2M | -10,186-0.82% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.61% | 0.65% | $139.1M | 278,038 | $134.7M | 281,077 | -3,039-1.08% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.6% | 0.44% | $136.9M | 370,029 | $91.4M | 284,975 | +85,054+29.85% | Add |
 ABBVIE INCABBV |
| 0.59% | 0.57% | $134.6M | 534,937 | $118.5M | 545,072 | -10,135-1.86% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.59% | 0.54% | $134.3M | 195,515 | $110.9M | 185,617 | +9,898+5.33% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.56% | 0.63% | $127.8M | 254,838 | $129.5M | 263,371 | -8,533-3.24% | Reduce |
| VVANGUARD FTSEVEA |
| 0.54% | 0.51% | $123.6M | 1.7M | $105.4M | 1.6M | +90,235+5.49% | Add |
 RTX CORPORATIONRTX |
| 0.53% | 0.61% | $121.3M | 639,400 | $125.1M | 648,741 | -9,341-1.44% | Reduce |
 LOWES COS INC COMLOW |
| 0.51% | 0.61% | $117.0M | 530,801 | $126.9M | 536,943 | -6,142-1.14% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.48% | 0.56% | $110.3M | 117,857 | $116.6M | 116,977 | +880+0.75% | Add |
| IISHARES RUSSELLIWB |
| 0.47% | 0.46% | $107.5M | 262,586 | $94.1M | 263,864 | -1,278-0.48% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.46% | 0.49% | $105.0M | 2.1M | $101.8M | 2.0M | +29,167+1.43% | Add |
 MCKESSON CORP COMMCK |
| 0.46% | 0.58% | $103.9M | 137,489 | $120.7M | 139,447 | -1,958-1.40% | Reduce |
 HOME DEPOT INCHD |
| 0.46% | 0.49% | $103.7M | 294,005 | $100.5M | 305,580 | -11,575-3.79% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.45% | 0.11% | $102.8M | 176,903 | $23.1M | 113,756 | +63,147+55.51% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.44% | 0.45% | $100.8M | 736,935 | $93.8M | 715,376 | +21,559+3.01% | Add |
