 NVIDIA CORPORATIONNVDA |
| 3.83% | 3.83% | $789.7M | 3.9M | $694.1M | 4.0M | -33,280-0.84% | Reduce |
 APPLE INCAAPL |
| 3.36% | 3.27% | $691.0M | 2.4M | $591.8M | 2.3M | +56,096+2.41% | Add |
 ALPHABET INCGOOGL |
| 3.1% | 2.91% | $638.6M | 1.8M | $526.5M | 1.8M | -43,896-2.40% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.01% | 3.06% | $620.8M | 1.9M | $555.4M | 1.9M | +8,469+0.45% | Add |
| VVANGUARD FTSEVEA |
| 2.57% | 2.6% | $529.1M | 7.4M | $470.5M | 7.3M | +83,934+1.14% | Add |
| IISHARES TRIVV |
| 2.52% | 2.44% | $520.0M | 694,408 | $442.3M | 677,106 | +17,302+2.56% | Add |
 MICROSOFT CORPMSFT |
| 2.4% | 2.7% | $494.2M | 1.3M | $489.6M | 1.3M | +2,262+0.17% | Add |
 BROADCOM INCAVGO |
| 2.38% | 2.29% | $490.4M | 1.3M | $415.6M | 1.3M | -44,675-3.33% | Reduce |
 AMAZON COM INCAMZN |
| 1.87% | 1.83% | $384.7M | 1.6M | $332.0M | 1.6M | +20,298+1.27% | Add |
| IISHARES COREIJH |
| 1.77% | 1.74% | $363.8M | 4.7M | $315.4M | 4.7M | +47,436+1.02% | Add |
| IISHARES COREIJR |
| 1.58% | 1.49% | $325.7M | 2.2M | $269.5M | 2.2M | +28,141+1.30% | Add |
 ELI LILLY & COLLY |
| 1.49% | 1.32% | $307.8M | 256,622 | $239.8M | 260,694 | -4,072-1.56% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.42% | 0.6% | $293.1M | 504,553 | $109.3M | 537,335 | -32,782-6.10% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.29% | 1.25% | $265.4M | 355,435 | $226.9M | 348,862 | +6,573+1.88% | Add |
 EXXON MOBIL CORPXOM |
| 1.28% | 1.81% | $264.1M | 1.9M | $328.9M | 1.9M | -6,755-0.35% | Reduce |
 INTEL CORPINTC |
| 1.2% | 0.47% | $246.8M | 1.8M | $84.4M | 1.9M | -144,451-7.55% | Reduce |
 WALMART INCWMT |
| 1.14% | 1.43% | $234.5M | 2.1M | $258.4M | 2.1M | -9,132-0.44% | Reduce |
 GE AEROSPACEGE |
| 1.1% | 0.94% | $226.5M | 606,057 | $170.9M | 602,287 | +3,770+0.63% | Add |
 MURPHY USA INCMUSA |
| 1.09% | 1.13% | $223.5M | 414,719 | $204.9M | 414,718 | +1+0.00% | Add |
 ABBVIE INCABBV |
| 1.04% | 0.89% | $214.6M | 852,991 | $162.1M | 745,449 | +107,542+14.43% | Add |
 META PLATFORMS INCMETA |
| 1.02% | 1.17% | $210.7M | 374,099 | $212.2M | 370,937 | +3,162+0.85% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1% | 1.15% | $205.7M | 219,894 | $207.9M | 208,614 | +11,280+5.41% | Add |
 PALO ALTOPANW |
| 0.99% | 0.52% | $203.7M | 597,325 | $93.7M | 584,250 | +13,075+2.24% | Add |
 ANALOG DEVICES INC COMADI |
| 0.98% | 0.89% | $201.0M | 506,180 | $160.5M | 504,391 | +1,789+0.35% | Add |
 RTX CORPORATIONRTX |
| 0.96% | 1.09% | $196.9M | 1.0M | $197.9M | 1.0M | +12,000+1.17% | Add |
 VISA INCV |
| 0.93% | 0.89% | $190.8M | 556,011 | $161.8M | 535,251 | +20,760+3.88% | Add |
| IISHARES TRIVW |
| 0.89% | 0.86% | $183.1M | 1.3M | $155.5M | 1.4M | -43,559-3.17% | Reduce |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 0.86% | 0.85% | $176.9M | 10.0M | $154.8M | 9.9M | +87,456+0.88% | Add |
| VVANGUARD FSTEVWO |
| 0.86% | 0.88% | $176.5M | 3.0M | $159.3M | 2.9M | +8,801+0.30% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.62% | $171.5M | 359,158 | $111.6M | 330,273 | +28,885+8.75% | Add |
 CORNING INCGLW |
| 0.82% | 0.47% | $169.6M | 664,072 | $86.0M | 632,793 | +31,279+4.94% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.82% | 0.74% | $168.4M | 166,524 | $134.8M | 159,388 | +7,136+4.48% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.79% | 0.85% | $162.4M | 1.2M | $154.2M | 1.2M | +10,623+0.90% | Add |
| IISHARES TRIEI |
| 0.78% | 0.83% | $159.9M | 1.4M | $151.1M | 1.3M | +87,417+6.86% | Add |
 APPLIED MATLS INCAMAT |
| 0.74% | 0.41% | $152.6M | 211,092 | $74.1M | 216,750 | -5,658-2.61% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.71% | 0.68% | $145.4M | 1.8M | $124.0M | 1.5M | +261,606+17.46% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.69% | 0.63% | $142.0M | 545,288 | $114.3M | 462,802 | +82,486+17.82% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.57% | $141.9M | 558,661 | $103.6M | 423,736 | +134,925+31.84% | Add |
 CATERPILLAR INCCAT |
| 0.69% | 0.53% | $141.6M | 132,993 | $96.4M | 136,140 | -3,147-2.31% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.67% | 0.71% | $137.8M | 140,883 | $128.8M | 143,884 | -3,001-2.09% | Reduce |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.67% | 0.69% | $137.7M | 4.6M | $125.4M | 4.2M | +419,025+10.05% | Add |
 CHUBB LIMITEDCB |
| 0.67% | 0.73% | $137.0M | 402,044 | $131.5M | 403,370 | -1,326-0.33% | Reduce |
 NETFLIX INCNFLX |
| 0.66% | 1.01% | $136.7M | 1.9M | $183.0M | 1.9M | +11,269+0.59% | Add |
 EMERSON ELEC COEMR |
| 0.65% | 0.67% | $133.4M | 931,962 | $121.5M | 927,038 | +4,924+0.53% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.63% | 0.5% | $130.3M | 263,182 | $89.9M | 250,549 | +12,633+5.04% | Add |
| FFIDELITY ENHANCED LARGE CAP CORE ETFFBCV |
| 0.63% | 0.63% | $129.7M | 3.1M | $113.9M | 3.1M | -45,581-1.45% | Reduce |
| FFIDELITY COVINGTON TRUSTFBCV |
| 0.6% | 0.58% | $123.1M | 3.0M | $104.7M | 2.9M | +120,641+4.14% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.58% | 0.77% | $119.3M | 300,019 | $140.0M | 303,726 | -3,707-1.22% | Reduce |
| FFIDELITY COVINGTON TRUSTFBCG |
| 0.57% | 0.48% | $118.4M | 1.9M | $86.5M | 1.7M | +180,769+10.47% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.56% | 0.64% | $115.4M | 1.3M | $115.6M | 1.3M | +687+0.05% | Add |
