 OLD DOMINION FREIGHT LINE INODFL |
| 9.5% | 9.9% | $77.7M | 358,886 | $73.1M | 374,203 | -15,317-4.09% | Reduce |
 APPLE INCAAPL |
| 4.49% | 4.4% | $36.8M | 127,013 | $32.5M | 128,014 | -1,001-0.78% | Reduce |
| IINVESCO QQQ TRVOO |
| 3.77% | 4.24% | $30.8M | 41,878 | $31.3M | 54,306 | -12,428-22.89% | Reduce |
 MICROSOFT CORPMSFT |
| 3.06% | 2.96% | $25.1M | 67,195 | $21.8M | 59,006 | +8,189+13.88% | Add |
| SSCHWAB USSCHX |
| 2.97% | 2.83% | $24.3M | 825,700 | $20.9M | 815,158 | +10,542+1.29% | Add |
| IISHARES TRLQD |
| 2.72% | 2.89% | $22.3M | 204,315 | $21.3M | 195,567 | +8,748+4.47% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.68% | 1.89% | $21.9M | 109,609 | $14.0M | 79,990 | +29,619+37.03% | Add |
 BROADCOM INCAVGO |
| 2.49% | 2.3% | $20.4M | 53,982 | $17.0M | 54,800 | -818-1.49% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 2.24% | 2.24% | $18.4M | 101,495 | $16.5M | 99,992 | +1,503+1.50% | Add |
| IISHARES TRIEI |
| 2.17% | 2.33% | $17.8M | 151,453 | $17.2M | 145,178 | +6,275+4.32% | Add |
 ALPHABET INCGOOGL |
| 2.05% | 1.97% | $16.8M | 47,031 | $14.5M | 50,501 | -3,470-6.87% | Reduce |
| SSSGA ACTIVE ETF TRWIP |
| 2.04% | 2.2% | $16.7M | 423,789 | $16.3M | 409,472 | +14,317+3.50% | Add |
 JPMORGAN CHASE & COJPM |
| 1.89% | 1.85% | $15.5M | 47,327 | $13.7M | 46,502 | +825+1.77% | Add |
 BLACKSTONE INCBX |
| 1.76% | 1.64% | $14.4M | 122,572 | $12.1M | 105,645 | +16,927+16.02% | Add |
 PALO ALTOPANW |
| 1.73% | 0.95% | $14.2M | 41,496 | $7.0M | 43,810 | -2,314-5.28% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.71% | 1.91% | $14.0M | 27,959 | $14.1M | 29,488 | -1,529-5.19% | Reduce |
 WALMART INCWMT |
| 1.55% | 1.89% | $12.7M | 112,267 | $13.9M | 112,063 | +204+0.18% | Add |
 AMAZON COM INCAMZN |
| 1.55% | 1.34% | $12.7M | 53,111 | $9.9M | 47,465 | +5,646+11.90% | Add |
| QQUALCOMM INCQCOM |
| 1.54% | 1.14% | $12.6M | 68,319 | $8.4M | 65,302 | +3,017+4.62% | Add |
 ALTRIA GROUP INCMO |
| 1.49% | 1.78% | $12.2M | 169,838 | $13.1M | 199,001 | -29,163-14.65% | Reduce |
 ASML HLDG NVASML |
| 1.48% | 1.31% | $12.1M | 6,088 | $9.7M | 7,314 | -1,226-16.76% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.45% | 1.56% | $11.9M | 46,715 | $11.5M | 47,152 | -437-0.93% | Reduce |
 ELI LILLY & COLLY |
| 1.16% | 0.98% | $9.5M | 7,938 | $7.3M | 7,886 | +52+0.66% | Add |
| IISHARES TRIVV |
| 1.14% | 1.65% | $9.3M | 12,425 | $12.2M | 18,703 | -6,278-33.57% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 1.09% | 1.18% | $8.9M | 37,700 | $8.7M | 37,361 | +339+0.91% | Add |
 AMGEN INC COMAMGN |
| 1.08% | 1.11% | $8.8M | 24,312 | $8.2M | 23,257 | +1,055+4.54% | Add |
 EXXON MOBIL CORPXOM |
| 1.07% | 1.51% | $8.8M | 64,100 | $11.1M | 65,662 | -1,562-2.38% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.07% | 1.07% | $8.7M | 12,697 | $7.9M | 13,217 | -520-3.93% | Reduce |
 UNION PAC CORPUNP |
| 0.99% | 0.93% | $8.1M | 29,831 | $6.9M | 28,304 | +1,527+5.39% | Add |
 REALTY INCOME CORP COMO |
| 0.97% | 1.04% | $7.9M | 128,265 | $7.7M | 125,144 | +3,121+2.49% | Add |
 VISA INCV |
| 0.96% | 0.93% | $7.8M | 22,847 | $6.8M | 22,629 | +218+0.96% | Add |
| WWATSCO INCWSO |
| 0.93% | 0.88% | $7.6M | 18,245 | $6.5M | 17,970 | +275+1.53% | Add |
| CCRH PLCCRH |
| 0.91% | 0.97% | $7.5M | 69,843 | $7.1M | 67,914 | +1,929+2.84% | Add |
| IISHARES RUSSELLIWF |
| 0.9% | 0.86% | $7.4M | 59,449 | $6.3M | 14,866 | +44,583+299.90% | Add |
 HOME DEPOT INCHD |
| 0.9% | 0.88% | $7.4M | 20,844 | $6.5M | 19,694 | +1,150+5.84% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.89% | 0.73% | $7.3M | 15,231 | $5.4M | 15,931 | -700-4.39% | Reduce |
| IISHARES TRSTIP |
| 0.83% | 1.16% | $6.8M | 66,354 | $8.6M | 82,970 | -16,616-20.03% | Reduce |
 PPG INDS INCPPG |
| 0.82% | 0.96% | $6.7M | 55,358 | $7.1M | 66,676 | -11,318-16.97% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.8% | 1% | $6.5M | 51,482 | $7.4M | 56,520 | -5,038-8.91% | Reduce |
| AAT&T INCT |
| 0.8% | 1.12% | $6.5M | 314,560 | $8.3M | 285,451 | +29,109+10.20% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.79% | 0.95% | $6.5M | 160,735 | $7.1M | 175,691 | -14,956-8.51% | Reduce |
| IISHARES COREIJH |
| 0.74% | 0.75% | $6.0M | 78,076 | $5.5M | 81,937 | -3,861-4.71% | Reduce |
 NETFLIX INCNFLX |
| 0.71% | 0.08% | $5.8M | 81,048 | $594,442 | 6,182 | +74,866+1,211.03% | Add |
 ARISTA NETWORKS INCANET |
| 0.65% | — | $5.3M | 31,114 | $0 | 0 | +31,114 | New Buy |
 MARTIN MARIETTA MATLS INCMLM |
| 0.64% | 0.68% | $5.3M | 9,133 | $5.0M | 8,534 | +599+7.02% | Add |
 META PLATFORMS INCMETA |
| 0.64% | 0.49% | $5.2M | 9,241 | $3.6M | 6,315 | +2,926+46.33% | Add |
 WW GRAINGER INCGWW |
| 0.61% | 0.62% | $5.0M | 3,701 | $4.6M | 4,226 | -525-12.42% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.6% | 0.81% | $4.9M | 30,241 | $5.9M | 34,471 | -4,230-12.27% | Reduce |
 EATON CORP PLCETN |
| 0.6% | 0.47% | $4.9M | 11,536 | $3.4M | 9,641 | +1,895+19.66% | Add |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.58% | 0.23% | $4.8M | 156,209 | $1.7M | 55,826 | +100,383+179.81% | Add |
