 NVIDIA CORPORATIONNVDA |
| 5.29% | 5.62% | $53.1M | 265,472 | $47.4M | 271,587 | -6,115-2.25% | Reduce |
 APPLE INCAAPL |
| 3.84% | 4.05% | $38.6M | 133,484 | $34.1M | 134,497 | -1,013-0.75% | Reduce |
| BBLACKROCK ETF TRUSTBAI |
| 3.58% | 2.59% | $36.0M | 682,952 | $21.8M | 662,075 | +20,877+3.15% | Add |
 KLA CORPKLAC |
| 3.5% | 2.2% | $35.2M | 116,643 | $18.5M | 12,565 | +104,078+828.32% | Add |
| IISHARES TRIVV |
| 3.23% | 3.45% | $32.4M | 43,318 | $29.1M | 44,517 | -1,199-2.69% | Reduce |
| BBLACKROCK ETF TRUSTDYNF |
| 3% | 3.08% | $30.2M | 443,571 | $26.0M | 446,041 | -2,470-0.55% | Reduce |
| IISHARES TRITOT |
| 2.71% | 2.86% | $27.2M | 165,733 | $24.1M | 169,121 | -3,388-2.00% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 2.71% | 2.29% | $27.2M | 107,832 | $19.3M | 106,508 | +1,324+1.24% | Add |
 APPLIED MATLS INCAMAT |
| 2.65% | 1.54% | $26.6M | 36,852 | $13.0M | 38,052 | -1,200-3.15% | Reduce |
| CCOVENANT LOGISTICS GROUP INCCVLG |
| 2.57% | 1.87% | $25.8M | 584,866 | $15.8M | 580,528 | +4,338+0.75% | Add |
| IISHARES TRIVW |
| 2.49% | 2.24% | $25.1M | 182,247 | $18.9M | 167,012 | +15,235+9.12% | Add |
 ALPHABET INCGOOGL |
| 2.01% | 2.01% | $20.2M | 56,621 | $16.9M | 58,845 | -2,224-3.78% | Reduce |
 MICROSOFT CORPMSFT |
| 1.71% | 2.05% | $17.2M | 46,202 | $17.2M | 46,587 | -385-0.83% | Reduce |
 QUANTA SVCS INCPWR |
| 1.62% | 1.63% | $16.3M | 22,614 | $13.8M | 25,046 | -2,432-9.71% | Reduce |
 CISCO SYS INCCSCO |
| 1.61% | 1.28% | $16.2M | 137,730 | $10.7M | 138,547 | -817-0.59% | Reduce |
 BROADCOM INCAVGO |
| 1.6% | 1.61% | $16.1M | 42,694 | $13.5M | 43,695 | -1,001-2.29% | Reduce |
| VVANGUARD WORLD FDVGT |
| 1.44% | 1.23% | $14.4M | 120,686 | $10.4M | 14,841 | +105,845+713.19% | Add |
 JPMORGAN CHASE & COJPM |
| 1.38% | 1.5% | $13.9M | 42,407 | $12.6M | 42,996 | -589-1.37% | Reduce |
 UNITED RENTALS INCURI |
| 1.35% | 1.06% | $13.6M | 11,993 | $8.9M | 12,261 | -268-2.19% | Reduce |
| GGLOBAL X FDSSHLD |
| 1.33% | 1.62% | $13.4M | 224,449 | $13.6M | 192,626 | +31,823+16.52% | Add |
| BBLACKROCK ETF TRUSTCORO |
| 1.27% | — | $12.8M | 349,803 | $0 | 0 | +349,803 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 1.14% | 1.2% | $11.5M | 11,358 | $10.1M | 11,980 | -622-5.19% | Reduce |
 CUMMINS INCCMI |
| 1.14% | 1.06% | $11.4M | 16,019 | $8.9M | 16,567 | -548-3.31% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.11% | 1.15% | $11.1M | 30,038 | $9.6M | 30,075 | -37-0.12% | Reduce |
 AMAZON COM INCAMZN |
| 1.1% | 1.03% | $11.0M | 46,233 | $8.7M | 41,574 | +4,659+11.21% | Add |
 WABTECWAB |
| 1.06% | 1.18% | $10.6M | 39,379 | $9.9M | 39,608 | -229-0.58% | Reduce |
 META PLATFORMS INCMETA |
| 1.05% | 1.27% | $10.6M | 18,730 | $10.7M | 18,680 | +50+0.27% | Add |
| IISHARES TRAOA |
| 1.05% | 1.18% | $10.5M | 107,843 | $9.9M | 112,097 | -4,254-3.79% | Reduce |
 WALMART INCWMT |
| 1% | 1.33% | $10.1M | 88,908 | $11.2M | 90,039 | -1,131-1.26% | Reduce |
 COCA COLA COKO |
| 0.98% | 1.12% | $9.9M | 121,351 | $9.4M | 123,802 | -2,451-1.98% | Reduce |
 MCKESSON CORP COMMCK |
| 0.94% | 1.28% | $9.4M | 12,478 | $10.8M | 12,424 | +54+0.43% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.9% | 1.11% | $9.1M | 34,803 | $9.4M | 37,897 | -3,094-8.16% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 0.89% | 1.07% | $9.0M | 117,044 | $9.0M | 116,545 | +499+0.43% | Add |
 PULTE GROUP INCPHM |
| 0.88% | 0.91% | $8.9M | 64,807 | $7.6M | 64,849 | -42-0.06% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.82% | 0.73% | $8.2M | 15,925 | $6.2M | 15,499 | +426+2.75% | Add |
| IISHARES S&P 100 ETFIWO |
| 0.8% | 0.74% | $8.0M | 21,889 | $6.2M | 19,498 | +2,391+12.26% | Add |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.74% | $7.7M | 21,794 | $6.3M | 21,857 | -63-0.29% | Reduce |
 INCYTE CORPINCY |
| 0.73% | 0.72% | $7.4M | 64,894 | $6.0M | 64,249 | +645+1.00% | Add |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.72% | 0.08% | $7.3M | 150,308 | $635,863 | 13,297 | +137,011+1,030.39% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.7% | 0.58% | $7.1M | 37,073 | $4.9M | 37,030 | +43+0.12% | Add |
 HOME DEPOT INCHD |
| 0.7% | 0.78% | $7.0M | 19,885 | $6.6M | 20,036 | -151-0.75% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.68% | 0.81% | $6.9M | 35,993 | $6.9M | 36,195 | -202-0.56% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.66% | 0.99% | $6.7M | 40,172 | $8.4M | 40,363 | -191-0.47% | Reduce |
| IISHARES TRIQLT |
| 0.66% | 0.75% | $6.6M | 133,921 | $6.3M | 136,211 | -2,290-1.68% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.65% | 0.67% | $6.6M | 23,382 | $5.6M | 23,302 | +80+0.34% | Add |
 AMERIPRISE FINL INCAMP |
| 0.65% | 0.75% | $6.5M | 14,230 | $6.3M | 14,274 | -44-0.31% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.62% | 0.73% | $6.3M | 12,507 | $6.2M | 12,563 | -56-0.45% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.62% | 0.71% | $6.2M | 24,338 | $6.0M | 24,406 | -68-0.28% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.6% | 0.62% | $6.0M | 105,857 | $5.2M | 106,521 | -664-0.62% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.6% | 0.04% | $6.0M | 5,208 | $315,205 | 933 | +4,275+458.20% | Add |
