APPLE INCAAPL |
| 5.62% | 5.73% | $64.8M | 224,054 | $57.2M | 225,204 | -1,150-0.51% | Reduce |
JOHNSON & JOHNSONJNJ |
| 3.75% | 4.18% | $43.3M | 170,585 | $41.7M | 170,542 | +43+0.03% | Add |
MICROSOFT CORPMSFT |
| 3.53% | 3.93% | $40.8M | 109,321 | $39.2M | 105,807 | +3,514+3.32% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.95% | 2.93% | $34.0M | 45,543 | $29.2M | 44,891 | +652+1.45% | Add |
| AAlphabet Inc Class CGOOG |
| 2.86% | 2.68% | $33.0M | 93,484 | $26.7M | 93,099 | +385+0.41% | Add |
| VVANGUARD FTSEVEA |
| 2.77% | 2.86% | $32.0M | 448,608 | $28.5M | 444,563 | +4,045+0.91% | Add |
ABBVIE INCABBV |
| 2.07% | 2.05% | $23.9M | 94,857 | $20.4M | 93,730 | +1,127+1.20% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2% | 1.93% | $23.1M | 108,445 | $19.3M | 100,456 | +7,989+7.95% | Add |
JPMORGAN CHASE & COJPM |
| 1.93% | 1.99% | $22.3M | 68,110 | $19.9M | 67,601 | +509+0.75% | Add |
ALPHABET INCGOOGL |
| 1.79% | 1.75% | $20.7M | 57,919 | $17.5M | 60,825 | -2,906-4.78% | Reduce |
WALMART INCWMT |
| 1.45% | 1.84% | $16.7M | 147,739 | $18.3M | 147,333 | +406+0.28% | Add |
MICRON TECHNOLOGY INCMU |
| 1.41% | 0.46% | $16.2M | 14,069 | $4.6M | 13,702 | +367+2.68% | Add |
| QQUALCOMM INCQCOM |
| 1.39% | 1.11% | $16.1M | 86,901 | $11.0M | 85,754 | +1,147+1.34% | Add |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 1.34% | 1.52% | $15.4M | 302,409 | $15.1M | 296,790 | +5,619+1.89% | Add |
CATERPILLAR INCCAT |
| 1.21% | 0.9% | $13.9M | 13,071 | $9.0M | 12,641 | +430+3.40% | Add |
CISCO SYS INCCSCO |
| 1.2% | 0.92% | $13.8M | 117,889 | $9.2M | 118,233 | -344-0.29% | Reduce |
AMAZON COM INCAMZN |
| 1.16% | 1.19% | $13.4M | 56,343 | $11.9M | 56,998 | -655-1.15% | Reduce |
HOME DEPOT INCHD |
| 1.07% | 1.09% | $12.3M | 34,935 | $10.9M | 33,154 | +1,781+5.37% | Add |
VISA INCV |
| 1.06% | 1.07% | $12.3M | 35,806 | $10.6M | 35,220 | +586+1.66% | Add |
UNITEDHEALTH GROUP INCUNH |
| 1.05% | 0.78% | $12.1M | 29,111 | $7.8M | 28,702 | +409+1.42% | Add |
ALTRIA GROUP INCMO |
| 1.04% | 1.09% | $12.0M | 166,452 | $10.9M | 164,864 | +1,588+0.96% | Add |
HEWLETT PACKARD ENTERPRISE CHPE |
| 1.01% | 0.61% | $11.6M | 257,915 | $6.1M | 256,709 | +1,206+0.47% | Add |
LAM RESEARCH CORPLRCX |
| 0.98% | 0.56% | $11.3M | 26,063 | $5.5M | 25,911 | +152+0.59% | Add |
MERCK & CO INCMRK |
| 0.95% | 0.98% | $10.9M | 84,905 | $9.8M | 81,460 | +3,445+4.23% | Add |
NVIDIA CORPORATIONNVDA |
| 0.94% | 0.94% | $10.9M | 54,334 | $9.4M | 53,731 | +603+1.12% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.93% | 1.03% | $10.8M | 130,568 | $10.2M | 123,699 | +6,869+5.55% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.89% | 0.77% | $10.3M | 23,904 | $7.7M | 46,689 | -22,785-48.80% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.87% | 0.85% | $10.1M | 20,155 | $8.5M | 17,661 | +2,494+14.12% | Add |
GENERAL MTRS COGM |
| 0.86% | 0.95% | $9.9M | 128,536 | $9.5M | 127,378 | +1,158+0.91% | Add |
ORACLE CORPORCL |
| 0.82% | 0.89% | $9.5M | 64,623 | $8.9M | 60,303 | +4,320+7.16% | Add |
| IISHARES TRIVV |
| 0.79% | 0.8% | $9.1M | 12,199 | $8.0M | 12,216 | -17-0.14% | Reduce |
| IISHARES TRIJK |
| 0.79% | 0.74% | $9.1M | 77,416 | $7.4M | 73,272 | +4,144+5.66% | Add |
STARBUCKS CORPSBUX |
| 0.77% | 0.74% | $8.8M | 86,489 | $7.3M | 81,888 | +4,601+5.62% | Add |
META PLATFORMS INCMETA |
| 0.76% | 0.89% | $8.8M | 15,583 | $8.8M | 15,456 | +127+0.82% | Add |
UNITED RENTALS INCURI |
| 0.75% | 0.56% | $8.6M | 7,628 | $5.6M | 7,670 | -42-0.55% | Reduce |
EXXON MOBIL CORPXOM |
| 0.74% | 1.04% | $8.5M | 62,212 | $10.4M | 61,130 | +1,082+1.77% | Add |
| GGMO US QUALITY ETFGMOV |
| 0.72% | 0.68% | $8.4M | 201,093 | $6.8M | 187,784 | +13,309+7.09% | Add |
| BBLACKROCK ETF TRUST IIBINC |
| 0.72% | 0.83% | $8.3M | 159,225 | $8.2M | 158,527 | +698+0.44% | Add |
| VVANGUARD FSTEVWO |
| 0.72% | 0.74% | $8.3M | 139,607 | $7.4M | 136,920 | +2,687+1.96% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.67% | 0.53% | $7.7M | 11,279 | $5.3M | 8,811 | +2,468+28.01% | Add |
AUTOMATIC DATA PROCESSING INADP |
| 0.64% | 0.68% | $7.4M | 33,209 | $6.8M | 33,391 | -182-0.55% | Reduce |
PACCAR INCPCAR |
| 0.64% | 0.72% | $7.4M | 61,331 | $7.2M | 62,223 | -892-1.43% | Reduce |
AMERICAN EXPRESS COAXP |
| 0.63% | 0.66% | $7.2M | 21,389 | $6.6M | 21,798 | -409-1.88% | Reduce |
GOLDMAN SACHS GROUP INCGS |
| 0.6% | 0.53% | $6.9M | 6,805 | $5.3M | 6,279 | +526+8.38% | Add |
PHILLIPS 66PSX |
| 0.59% | 0.75% | $6.9M | 40,526 | $7.4M | 40,774 | -248-0.61% | Reduce |
Genuine Parts Co ComGPC |
| 0.59% | 0.61% | $6.8M | 57,457 | $6.1M | 57,702 | -245-0.42% | Reduce |
PALO ALTOPANW |
| 0.57% | 0.28% | $6.6M | 19,384 | $2.8M | 17,678 | +1,706+9.65% | Add |
VERIZON COMMUNICATIONS INCVZ |
| 0.57% | 0.59% | $6.6M | 155,405 | $5.9M | 116,553 | +38,852+33.33% | Add |
ABBOTT LABORATORIESABT |
| 0.57% | 0.6% | $6.5M | 71,899 | $6.0M | 57,988 | +13,911+23.99% | Add |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.56% | 0.52% | $6.4M | 128,332 | $5.2M | 117,825 | +10,507+8.92% | Add |