 PALO ALTOPANW |
| 3.71% | 2.16% | $10.1M | 29,709 | $5.2M | 32,191 | -2,482-7.71% | Reduce |
 MICROSOFT CORPMSFT |
| 3.46% | 3.46% | $9.5M | 25,357 | $8.3M | 22,311 | +3,046+13.65% | Add |
 AMAZON COM INCAMZN |
| 3.42% | 3.38% | $9.4M | 39,230 | $8.1M | 38,844 | +386+0.99% | Add |
| AAlphabet Inc Class CGOOG |
| 2.9% | 2.9% | $7.9M | 22,435 | $6.9M | 24,181 | -1,746-7.22% | Reduce |
 GE VERNOVA INCGEV |
| 2.75% | 2.4% | $7.5M | 6,392 | $5.7M | 6,564 | -172-2.62% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.67% | 2.5% | $7.3M | 14,571 | $6.0M | 12,148 | +2,423+19.95% | Add |
 VISA INCV |
| 2.52% | 2.39% | $6.9M | 20,088 | $5.7M | 18,886 | +1,202+6.36% | Add |
 AMETEK INC COMAME |
| 2.45% | 2.4% | $6.7M | 27,633 | $5.7M | 26,756 | +877+3.28% | Add |
 LINDE PLCLIN |
| 2.33% | 2.4% | $6.4M | 12,245 | $5.7M | 11,585 | +660+5.70% | Add |
 RTX CORPORATIONRTX |
| 2.14% | 2.45% | $5.8M | 30,833 | $5.8M | 30,316 | +517+1.71% | Add |
 QUANTA SVCS INCPWR |
| 2.11% | 1.81% | $5.8M | 8,015 | $4.3M | 7,898 | +117+1.48% | Add |
 BROADCOM INCAVGO |
| 2.11% | 1.51% | $5.8M | 15,244 | $3.6M | 11,635 | +3,609+31.02% | Add |
 DANAHER CORP DEL COMDHR |
| 2.08% | 1.82% | $5.7M | 29,778 | $4.4M | 22,988 | +6,790+29.54% | Add |
 AMPHENOL CORPAPH |
| 2.05% | 1.24% | $5.6M | 31,828 | $3.0M | 23,511 | +8,317+35.37% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.01% | 2.02% | $5.5M | 19,482 | $4.8M | 19,896 | -414-2.08% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2% | 1.92% | $5.5M | 18,332 | $4.6M | 46,217 | -27,885-60.33% | Reduce |
 ALPHABET INCGOOGL |
| 1.85% | 2.1% | $5.1M | 14,135 | $5.0M | 17,447 | -3,312-18.98% | Reduce |
 LITTELFUSE INCLFUS |
| 1.65% | 1.61% | $4.5M | 9,901 | $3.9M | 11,368 | -1,467-12.90% | Reduce |
| AAPTUS DEFINED RISK ETFDRSK |
| 1.63% | 1.49% | $4.4M | 154,633 | $3.5M | 129,870 | +24,763+19.07% | Add |
 APPLE INCAAPL |
| 1.58% | 1.74% | $4.3M | 14,873 | $4.2M | 16,412 | -1,539-9.38% | Reduce |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 1.57% | 1.34% | $4.3M | 92,681 | $3.2M | 76,144 | +16,537+21.72% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 1.51% | 1.39% | $4.1M | 14,690 | $3.3M | 16,883 | -2,193-12.99% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 1.49% | 1.53% | $4.1M | 11,661 | $3.7M | 12,931 | -1,270-9.82% | Reduce |
| JJANUS HENDERSONJAAA |
| 1.46% | 0.99% | $4.0M | 78,972 | $2.4M | 47,164 | +31,808+67.44% | Add |
 DEERE & CODE |
| 1.43% | 1.64% | $3.9M | 6,149 | $3.9M | 6,969 | -820-11.77% | Reduce |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 1.41% | 1.08% | $3.8M | 78,202 | $2.6M | 52,234 | +25,968+49.71% | Add |
 SERVICENOW INCNOW |
| 1.36% | 1.03% | $3.7M | 37,485 | $2.5M | 23,659 | +13,826+58.44% | Add |
 LOWES COS INC COMLOW |
| 1.35% | 1.72% | $3.7M | 16,685 | $4.1M | 17,361 | -676-3.89% | Reduce |
 WALMART INCWMT |
| 1.33% | 1.11% | $3.6M | 32,020 | $2.7M | 21,337 | +10,683+50.07% | Add |
| FFARMERS & MERCHANTS BANCORPFMAO |
| 1.3% | 1.32% | $3.5M | 115,877 | $3.2M | 123,078 | -7,201-5.85% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.22% | 1.22% | $3.3M | 46,241 | $2.9M | 40,569 | +5,672+13.98% | Add |
| AANGEL OAK FUNDS TRUSTCARY |
| 1.2% | 1.24% | $3.3M | 158,094 | $3.0M | 142,724 | +15,370+10.77% | Add |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 1.19% | 0.83% | $3.3M | 66,004 | $2.0M | 39,882 | +26,122+65.50% | Add |
 ABBVIE INCABBV |
| 1.17% | 1% | $3.2M | 12,753 | $2.4M | 10,942 | +1,811+16.55% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 1% | 1.08% | $2.7M | 26,842 | $2.6M | 30,056 | -3,214-10.69% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.99% | 1.04% | $2.7M | 8,250 | $2.5M | 8,481 | -231-2.72% | Reduce |
| CCRA INTL INCCRAI |
| 0.89% | 0.89% | $2.4M | 17,042 | $2.1M | 13,123 | +3,919+29.86% | Add |
| EETF SER SOLUTIONSOSCV |
| 0.88% | 0.75% | $2.4M | 56,735 | $1.8M | 45,677 | +11,058+24.21% | Add |
 ARISTA NETWORKS INCANET |
| 0.83% | 0.6% | $2.3M | 13,374 | $1.4M | 11,713 | +1,661+14.18% | Add |
| CCHEMED CORP NEWCHE |
| 0.81% | 0.62% | $2.2M | 4,726 | $1.5M | 3,917 | +809+20.65% | Add |
| CCAPITAL GROUP NEW GEOGRAPHYCGNG |
| 0.77% | 0.64% | $2.1M | 56,185 | $1.5M | 48,254 | +7,931+16.44% | Add |
| IISHARES TRDGRO |
| 0.72% | 0.67% | $2.0M | 25,915 | $1.6M | 22,763 | +3,152+13.85% | Add |
 CATERPILLAR INCCAT |
| 0.69% | 0.94% | $1.9M | 1,778 | $2.2M | 3,172 | -1,394-43.95% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.68% | 0.55% | $1.9M | 9,266 | $1.3M | 7,536 | +1,730+22.96% | Add |
| SSTATE STREETSPYM |
| 0.67% | 0.58% | $1.8M | 20,889 | $1.4M | 18,210 | +2,679+14.71% | Add |
 ELI LILLY & COLLY |
| 0.65% | 0.62% | $1.8M | 1,491 | $1.5M | 1,612 | -121-7.51% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.64% | 0.6% | $1.7M | 16,233 | $1.4M | 14,620 | +1,613+11.03% | Add |
| JJ P MORGAN EXCHANGE TRADED FJPIN |
| 0.63% | 0.53% | $1.7M | 23,956 | $1.3M | 17,658 | +6,298+35.67% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.63% | 0.65% | $1.7M | 9,828 | $1.5M | 7,823 | +2,005+25.63% | Add |
| WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG |
| 0.63% | 0.51% | $1.7M | 39,756 | $1.2M | 30,134 | +9,622+31.93% | Add |
