| IISHARES INCIEMG |
| 3.88% | 2.46% | $156.9M | 1.9M | $89.4M | 1.3M | +611,778+47.73% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.23% | 3.14% | $130.8M | 653,932 | $114.2M | 654,675 | -743-0.11% | Reduce |
 APPLE INCAAPL |
| 2.58% | 2.51% | $104.4M | 360,931 | $91.0M | 358,718 | +2,213+0.62% | Add |
 MICROSOFT CORPMSFT |
| 1.91% | 2.36% | $77.4M | 207,410 | $85.7M | 231,420 | -24,010-10.38% | Reduce |
 AMAZON COM INCAMZN |
| 1.5% | 1.64% | $60.6M | 254,158 | $59.7M | 286,613 | -32,455-11.32% | Reduce |
 ALPHABET INCGOOGL |
| 1.41% | 1.28% | $57.1M | 159,858 | $46.7M | 162,260 | -2,402-1.48% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.34% | 0.4% | $54.2M | 46,996 | $14.5M | 42,914 | +4,082+9.51% | Add |
 BROADCOM INCAVGO |
| 1.24% | 1.14% | $50.3M | 133,268 | $41.3M | 133,279 | -11-0.01% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.2% | 1.19% | $48.5M | 137,403 | $43.3M | 150,984 | -13,581-8.99% | Reduce |
 CISCO SYS INCCSCO |
| 1.11% | 0.86% | $45.1M | 383,791 | $31.2M | 401,691 | -17,900-4.46% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 1.08% | 1.01% | $43.9M | 346,475 | $36.6M | 279,762 | +66,713+23.85% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.08% | 1.18% | $43.7M | 171,882 | $42.7M | 174,826 | -2,944-1.68% | Reduce |
 META PLATFORMS INCMETA |
| 0.93% | 0.98% | $37.5M | 66,589 | $35.7M | 62,342 | +4,247+6.81% | Add |
 WELLTOWER INC COMWELL |
| 0.86% | 0.81% | $34.7M | 152,896 | $29.5M | 149,116 | +3,780+2.53% | Add |
 APPLIED MATLS INCAMAT |
| 0.83% | 0.36% | $33.6M | 46,483 | $13.0M | 38,072 | +8,411+22.09% | Add |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.46% | $32.4M | 74,840 | $16.6M | 77,779 | -2,939-3.78% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.8% | 0.61% | $32.2M | 62,713 | $22.3M | 44,634 | +18,079+40.50% | Add |
| AAT&T INCT |
| 0.78% | 1.14% | $31.4M | 1.5M | $41.6M | 1.4M | +83,794+5.85% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.77% | 1.02% | $31.0M | 732,552 | $37.1M | 739,460 | -6,908-0.93% | Reduce |
 CONSOLIDATED EDISON INCED |
| 0.73% | 0.76% | $29.4M | 266,003 | $27.4M | 242,322 | +23,681+9.77% | Add |
| PPROLOGIS INC. COMPLD |
| 0.68% | 0.73% | $27.4M | 202,339 | $26.6M | 201,468 | +871+0.43% | Add |
 COLGATE PALMOLIVE COCL |
| 0.68% | 0.7% | $27.3M | 297,835 | $25.6M | 300,303 | -2,468-0.82% | Reduce |
 ELI LILLY & COLLY |
| 0.67% | 0.56% | $27.1M | 22,615 | $20.4M | 22,217 | +398+1.79% | Add |
| IISHARES TRUSMV |
| 0.64% | 0.61% | $25.8M | 267,168 | $22.2M | 239,551 | +27,617+11.53% | Add |
 VICI PPTYS INC COMVICI |
| 0.6% | 0.48% | $24.4M | 918,340 | $17.6M | 644,158 | +274,182+42.56% | Add |
 ALTRIA GROUP INCMO |
| 0.6% | 0.68% | $24.3M | 337,918 | $24.9M | 376,968 | -39,050-10.36% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.6% | 0.58% | $24.2M | 110,947 | $21.0M | 106,097 | +4,850+4.57% | Add |
 TESLA INCTSLA |
| 0.58% | 0.58% | $23.6M | 56,046 | $21.2M | 57,033 | -987-1.73% | Reduce |
 REALTY INCOME CORP COMO |
| 0.58% | 0.56% | $23.4M | 377,163 | $20.3M | 332,255 | +44,908+13.52% | Add |
 WALMART INCWMT |
| 0.57% | 0.76% | $23.2M | 204,702 | $27.7M | 222,998 | -18,296-8.20% | Reduce |
 ELECTRONIC ARTS INCEA |
| 0.56% | 0.56% | $22.5M | 109,542 | $20.2M | 99,149 | +10,393+10.48% | Add |
 EQUINIX INCEQIX |
| 0.55% | 0.58% | $22.3M | 21,435 | $20.9M | 21,327 | +108+0.51% | Add |
 SOUTHERN COSO |
| 0.55% | 0.6% | $22.2M | 232,360 | $21.7M | 225,064 | +7,296+3.24% | Add |
| FFEDERATED HERMES INCFHI |
| 0.54% | 0.71% | $22.0M | 397,871 | $25.6M | 452,046 | -54,175-11.98% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.53% | 0.7% | $21.5M | 169,809 | $25.6M | 183,483 | -13,674-7.45% | Reduce |
 VERISIGN INCVRSN |
| 0.52% | 0.57% | $21.1M | 83,810 | $20.8M | 83,810 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.51% | 0.55% | $20.7M | 151,699 | $19.9M | 117,467 | +34,232+29.14% | Add |
 VISA INCV |
| 0.51% | 0.51% | $20.7M | 60,352 | $18.5M | 61,279 | -927-1.51% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.49% | 0.18% | $20.0M | 34,387 | $6.7M | 32,938 | +1,449+4.40% | Add |
 PEPSICO INCPEP |
| 0.49% | 0.63% | $19.9M | 147,321 | $23.0M | 148,024 | -703-0.47% | Reduce |
 ALLSTATE CORPALL |
| 0.49% | 0.47% | $19.9M | 83,509 | $17.2M | 82,969 | +540+0.65% | Add |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.64% | $19.6M | 133,559 | $23.3M | 161,306 | -27,747-17.20% | Reduce |
 AMPHENOL CORPAPH |
| 0.47% | 0.42% | $19.1M | 108,504 | $15.3M | 121,149 | -12,645-10.44% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.62% | $18.9M | 147,382 | $22.5M | 187,073 | -39,691-21.22% | Reduce |
 TJX COS INC NEWTJX |
| 0.47% | 0.41% | $18.9M | 124,594 | $14.9M | 92,996 | +31,598+33.98% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.46% | 0.45% | $18.7M | 194,058 | $16.4M | 226,030 | -31,972-14.15% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.46% | 0.48% | $18.6M | 66,056 | $17.4M | 71,793 | -5,737-7.99% | Reduce |
 PALO ALTOPANW |
| 0.46% | 0.19% | $18.5M | 54,255 | $7.0M | 43,925 | +10,330+23.52% | Add |
 ABBVIE INCABBV |
| 0.45% | 0.44% | $18.1M | 71,946 | $16.0M | 73,641 | -1,695-2.30% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.45% | 0.58% | $18.1M | 110,510 | $20.9M | 121,118 | -10,608-8.76% | Reduce |
