| IINVESCO QQQ TRVOO |
| 7.37% | 6.47% | $73.7M | 100,147 | $55.7M | 96,493 | +3,654+3.79% | Add |
| IISHARES RUSSELLIWF |
| 5.84% | 5.74% | $58.4M | 470,096 | $49.4M | 115,858 | +354,238+305.75% | Add |
 APPLE INCAAPL |
| 4.79% | 4.63% | $47.9M | 165,586 | $39.8M | 156,850 | +8,736+5.57% | Add |
 APPLIED MATLS INCAMAT |
| 3.55% | 1.95% | $35.5M | 49,131 | $16.8M | 49,033 | +98+0.20% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.03% | 2.98% | $30.3M | 43,120 | $25.6M | 41,532 | +1,588+3.82% | Add |
 ALPHABET INCGOOGL |
| 2.66% | 2.66% | $26.6M | 74,538 | $22.9M | 79,686 | -5,148-6.46% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.65% | 2.56% | $26.5M | 124,512 | $22.0M | 114,734 | +9,778+8.52% | Add |
| IISHARES TRIQLT |
| 2.39% | 2.46% | $23.9M | 483,164 | $21.2M | 457,635 | +25,529+5.58% | Add |
 MICROSOFT CORPMSFT |
| 2.27% | 2.12% | $22.7M | 60,904 | $18.2M | 49,250 | +11,654+23.66% | Add |
| IISHARES INCIEMG |
| 1.91% | 1.78% | $19.1M | 230,767 | $15.4M | 220,156 | +10,611+4.82% | Add |
 CATERPILLAR INCCAT |
| 1.74% | 1.31% | $17.4M | 16,296 | $11.3M | 15,931 | +365+2.29% | Add |
| VVANGUARD INDEX FDSVB |
| 1.7% | 1.62% | $17.0M | 56,075 | $13.9M | 53,150 | +2,925+5.50% | Add |
 JPMORGAN CHASE & COJPM |
| 1.69% | 1.74% | $16.9M | 51,576 | $15.0M | 50,889 | +687+1.35% | Add |
| SSPDR GOLD TRGLD |
| 1.69% | 2.19% | $16.9M | 45,775 | $18.8M | 43,734 | +2,041+4.67% | Add |
 ABBVIE INCABBV |
| 1.62% | 1.52% | $16.2M | 64,219 | $13.0M | 59,958 | +4,261+7.11% | Add |
 WALMART INCWMT |
| 1.49% | 1.81% | $14.9M | 131,736 | $15.6M | 125,641 | +6,095+4.85% | Add |
 PALO ALTOPANW |
| 1.46% | 0.79% | $14.6M | 42,881 | $6.8M | 42,302 | +579+1.37% | Add |
 CUMMINS INCCMI |
| 1.32% | 1.15% | $13.2M | 18,518 | $9.9M | 18,379 | +139+0.76% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.28% | 1.3% | $12.8M | 64,151 | $11.2M | 64,123 | +28+0.04% | Add |
 RTX CORPORATIONRTX |
| 1.27% | 1.46% | $12.7M | 66,818 | $12.6M | 65,244 | +1,574+2.41% | Add |
 GE VERNOVA INCGEV |
| 1.25% | 1.04% | $12.5M | 10,652 | $9.0M | 10,287 | +365+3.55% | Add |
 META PLATFORMS INCMETA |
| 1.17% | 1.04% | $11.7M | 20,700 | $9.0M | 15,713 | +4,987+31.74% | Add |
 AMAZON COM INCAMZN |
| 1.16% | 1.15% | $11.6M | 48,656 | $9.9M | 47,631 | +1,025+2.15% | Add |
 AMERIPRISE FINL INCAMP |
| 1.1% | 1.2% | $11.0M | 24,044 | $10.3M | 23,224 | +820+3.53% | Add |
 KLA CORPKLAC |
| 1.1% | 0.61% | $11.0M | 36,361 | $5.2M | 3,560 | +32,801+921.38% | Add |
 AMPHENOL CORPAPH |
| 1.07% | 0.88% | $10.7M | 60,656 | $7.6M | 59,801 | +855+1.43% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.05% | 1.14% | $10.5M | 14,094 | $9.8M | 15,135 | -1,041-6.88% | Reduce |
 QUANTA SVCS INCPWR |
| 1.05% | 0.91% | $10.5M | 14,522 | $7.9M | 14,315 | +207+1.45% | Add |
 VISA INCV |
| 1% | 1.01% | $10.0M | 29,176 | $8.6M | 28,619 | +557+1.95% | Add |
 STRYKER CORPORATIONSYK |
| 0.98% | 1.14% | $9.8M | 31,040 | $9.8M | 29,950 | +1,090+3.64% | Add |
 HOME DEPOT INCHD |
| 0.97% | 1.02% | $9.7M | 27,469 | $8.7M | 26,560 | +909+3.42% | Add |
| IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG |
| 0.96% | 1.18% | $9.6M | 210,214 | $10.2M | 238,579 | -28,365-11.89% | Reduce |
 BROADCOM INCAVGO |
| 0.95% | 0.89% | $9.5M | 25,210 | $7.7M | 24,804 | +406+1.64% | Add |
 AXON ENTERPRISEAXON |
| 0.92% | 0.76% | $9.2M | 16,308 | $6.5M | 15,405 | +903+5.86% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 0.95% | $8.6M | 16,782 | $8.2M | 16,339 | +443+2.71% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.78% | 0.74% | $7.8M | 7,728 | $6.4M | 7,518 | +210+2.79% | Add |
 ILLINOIS TOOLITW |
| 0.76% | 0.83% | $7.6M | 28,051 | $7.1M | 27,361 | +690+2.52% | Add |
 PPL CORP COMPPL |
| 0.75% | 0.89% | $7.5M | 207,026 | $7.7M | 201,547 | +5,479+2.72% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.75% | 0.61% | $7.5M | 15,133 | $5.2M | 14,626 | +507+3.47% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.74% | 0.93% | $7.4M | 58,756 | $8.0M | 57,344 | +1,412+2.46% | Add |
| QQUALCOMM INCQCOM |
| 0.74% | 0.59% | $7.4M | 39,957 | $5.1M | 39,669 | +288+0.73% | Add |
| IISHARES TRIVW |
| 0.74% | 0.7% | $7.4M | 53,653 | $6.0M | 53,321 | +332+0.62% | Add |
 WASTE MGMT INC DELWM |
| 0.73% | 0.86% | $7.3M | 32,867 | $7.4M | 32,231 | +636+1.97% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.73% | 0.83% | $7.3M | 24,802 | $7.1M | 24,553 | +249+1.01% | Add |
 CINTAS CORP COMCTAS |
| 0.7% | 0.78% | $7.0M | 40,968 | $6.7M | 39,886 | +1,082+2.71% | Add |
 EATON CORP PLCETN |
| 0.68% | — | $6.8M | 15,907 | $0 | 0 | +15,907 | New Buy |
| VVANGUARD FTSEVEA |
| 0.65% | 0.68% | $6.5M | 91,573 | $5.9M | 91,605 | -32-0.03% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.63% | 0.78% | $6.3M | 69,236 | $6.7M | 65,255 | +3,981+6.10% | Add |
| IISHARES TRIWV |
| 0.62% | 0.63% | $6.2M | 14,599 | $5.4M | 14,599 | 00.00% | Unchanged |
| IISHARES S&PIVE |
| 0.6% | 0.64% | $6.0M | 26,537 | $5.5M | 26,113 | +424+1.62% | Add |
