 NVIDIA CORPORATIONNVDA |
| 4.85% | 4.61% | $11.9M | 59,436 | $10.3M | 59,336 | +100+0.17% | Add |
 APPLE INCAAPL |
| 3.49% | 3.37% | $8.6M | 29,632 | $7.6M | 29,807 | -175-0.59% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 3.49% | 2.55% | $8.6M | 70,456 | $5.7M | 61,295 | +9,161+14.95% | Add |
 JPMORGAN CHASE & COJPM |
| 2.89% | 2.82% | $7.1M | 21,704 | $6.3M | 21,561 | +143+0.66% | Add |
 ELI LILLY & COLLY |
| 2.86% | 2.41% | $7.0M | 5,856 | $5.4M | 5,886 | -30-0.51% | Reduce |
 AMAZON COM INCAMZN |
| 2.59% | 2.49% | $6.4M | 26,722 | $5.6M | 26,822 | -100-0.37% | Reduce |
 CATERPILLAR INCCAT |
| 2.52% | 1.81% | $6.2M | 5,815 | $4.1M | 5,733 | +82+1.43% | Add |
 MICROSOFT CORPMSFT |
| 2.44% | 2.7% | $6.0M | 16,049 | $6.1M | 16,379 | -330-2.01% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.23% | 2.44% | $5.5M | 59,300 | $5.5M | 59,300 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 2.22% | 1.98% | $5.5M | 15,262 | $4.4M | 15,462 | -200-1.29% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.21% | 2.33% | $5.4M | 21,384 | $5.2M | 21,378 | +6+0.03% | Add |
 META PLATFORMS INCMETA |
| 2.17% | 2.42% | $5.3M | 9,462 | $5.4M | 9,512 | -50-0.53% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.07% | 3.17% | $5.1M | 37,141 | $7.1M | 41,921 | -4,780-11.40% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.98% | 1.7% | $4.9M | 6,615 | $3.8M | 6,615 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 1.88% | 1.76% | $4.6M | 81,020 | $4.0M | 81,195 | -175-0.22% | Reduce |
 AMPHENOL CORPAPH |
| 1.69% | 1.33% | $4.1M | 23,500 | $3.0M | 23,600 | -100-0.42% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.67% | 1.79% | $4.1M | 27,896 | $4.0M | 27,880 | +16+0.06% | Add |
 DEERE & CODE |
| 1.64% | 1.56% | $4.0M | 6,352 | $3.5M | 6,216 | +136+2.19% | Add |
 ABBVIE INCABBV |
| 1.59% | 1% | $3.9M | 15,542 | $2.3M | 10,366 | +5,176+49.93% | Add |
 RTX CORPORATIONRTX |
| 1.51% | 1.65% | $3.7M | 19,487 | $3.7M | 19,208 | +279+1.45% | Add |
 GE AEROSPACEGE |
| 1.43% | 1.19% | $3.5M | 9,368 | $2.7M | 9,405 | -37-0.39% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.4% | 1.99% | $3.4M | 20,743 | $4.5M | 21,617 | -874-4.04% | Reduce |
 PEPSICO INCPEP |
| 1.4% | 1.76% | $3.4M | 25,308 | $3.9M | 25,416 | -108-0.42% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.37% | 1.61% | $3.4M | 3,606 | $3.6M | 3,631 | -25-0.69% | Reduce |
 HOME DEPOT INCHD |
| 1.3% | 1.32% | $3.2M | 9,063 | $3.0M | 8,988 | +75+0.83% | Add |
 INTEL CORPINTC |
| 1.28% | 0.46% | $3.1M | 22,494 | $1.0M | 23,382 | -888-3.80% | Reduce |
 STATE STR CORP COMSTT |
| 1.23% | 1% | $3.0M | 17,770 | $2.2M | 17,770 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.22% | 1.5% | $3.0M | 5,991 | $3.4M | 6,863 | -872-12.71% | Reduce |
| IISHARES RUSSELLIWF |
| 1.21% | 1.14% | $3.0M | 23,840 | $2.6M | 5,996 | +17,844+297.60% | Add |
 MERCK & CO INCMRK |
| 1.13% | 1.16% | $2.8M | 21,587 | $2.6M | 21,687 | -100-0.46% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.94% | 1.26% | $2.3M | 12,700 | $2.8M | 17,050 | -4,350-25.51% | Reduce |
 DISNEY WALT CODIS |
| 0.92% | 1.01% | $2.3M | 23,455 | $2.3M | 23,505 | -50-0.21% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.9% | 0.86% | $2.2M | 2,955 | $1.9M | 2,955 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.84% | 1.02% | $2.1M | 18,232 | $2.3M | 18,407 | -175-0.95% | Reduce |
| PPROSHARES TRUSD |
| 0.83% | 0.45% | $2.0M | 19,480 | $1.0M | 20,980 | -1,500-7.15% | Reduce |
 3M CO COMMMM |
| 0.77% | 0.74% | $1.9M | 11,642 | $1.7M | 11,475 | +167+1.46% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.76% | 1.12% | $1.9M | 3,686 | $2.5M | 3,686 | 00.00% | Unchanged |
 BOEING COBA |
| 0.76% | 0.73% | $1.9M | 8,584 | $1.6M | 8,284 | +300+3.62% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.75% | 0.81% | $1.8M | 20,901 | $1.8M | 19,565 | +1,336+6.83% | Add |
 VISA INCV |
| 0.73% | 0.7% | $1.8M | 5,214 | $1.6M | 5,214 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 0.72% | 0.66% | $1.8M | 1,750 | $1.5M | 1,750 | 00.00% | Unchanged |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.71% | 0.7% | $1.7M | 8,159 | $1.6M | 8,174 | -15-0.18% | Reduce |
 TESLA INCTSLA |
| 0.71% | 0.68% | $1.7M | 4,120 | $1.5M | 4,120 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.67% | 0.48% | $1.6M | 14,006 | $1.1M | 14,006 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.66% | 0.67% | $1.6M | 19,881 | $1.5M | 19,881 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.61% | 1.92% | $1.5M | 2 | $4.3M | 6 | -4-66.67% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.61% | 0.46% | $1.5M | 7,830 | $1.0M | 7,830 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 0.61% | 0.78% | $1.5M | 35,173 | $1.8M | 35,088 | +85+0.24% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.57% | 0.54% | $1.4M | 4,994 | $1.2M | 5,014 | -20-0.40% | Reduce |
 NOVARTIS AGNVS |
| 0.57% | 0.6% | $1.4M | 8,873 | $1.4M | 8,873 | 00.00% | Unchanged |
