 MICROSOFT CORPMSFT |
| 5.04% | 5.19% | $269.5M | 722,473 | $257.2M | 694,837 | +27,636+3.98% | Add |
 BROADCOM INCAVGO |
| 4.89% | 4.38% | $261.1M | 691,324 | $217.0M | 700,962 | -9,638-1.37% | Reduce |
 ALPHABET INCGOOGL |
| 4.29% | 3.69% | $229.3M | 641,522 | $182.6M | 634,843 | +6,679+1.05% | Add |
| IISHARES COREIJH |
| 4.22% | 3.91% | $225.7M | 2.9M | $193.5M | 2.9M | +62,161+2.17% | Add |
 JPMORGAN CHASE & COJPM |
| 4.13% | 4% | $220.8M | 674,682 | $198.1M | 673,281 | +1,401+0.21% | Add |
 APPLE INCAAPL |
| 3.99% | 3.76% | $213.1M | 736,559 | $186.3M | 734,089 | +2,470+0.34% | Add |
| VVANGUARD TOTALBND |
| 3.56% | 3.95% | $190.4M | 2.6M | $195.5M | 2.7M | -61,954-2.33% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.04% | 3.11% | $162.3M | 638,883 | $153.8M | 629,377 | +9,506+1.51% | Add |
| VVANGUARD FTSEVEA |
| 2.81% | 2.72% | $150.1M | 2.1M | $134.5M | 2.1M | +7,745+0.37% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.44% | 0.99% | $130.2M | 112,800 | $49.0M | 144,957 | -32,157-22.18% | Reduce |
 CISCO SYS INCCSCO |
| 2.28% | 1.66% | $121.6M | 1.0M | $82.1M | 1.1M | -22,668-2.14% | Reduce |
 CHEVRON CORPORATIONCVX |
| 2% | 2.68% | $107.1M | 646,295 | $132.5M | 640,274 | +6,021+0.94% | Add |
 WILLIAMS COS INCWMB |
| 2% | 2.11% | $106.7M | 1.4M | $104.3M | 1.4M | +3,354+0.23% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.94% | 1.76% | $103.9M | 519,194 | $87.2M | 499,849 | +19,345+3.87% | Add |
| BBANK OF AMER CORPBAC |
| 1.87% | 1.72% | $99.9M | 1.8M | $85.1M | 1.7M | +7,666+0.44% | Add |
 MCDONALDS CORPMCD |
| 1.83% | 2.01% | $98.0M | 362,689 | $99.3M | 319,631 | +43,058+13.47% | Add |
 MERCK & CO INCMRK |
| 1.81% | 1.81% | $96.7M | 752,788 | $89.4M | 743,601 | +9,187+1.24% | Add |
 AMAZON COM INCAMZN |
| 1.78% | 1.66% | $95.2M | 399,513 | $82.0M | 393,676 | +5,837+1.48% | Add |
 BLACKSTONE INCBX |
| 1.72% | 1.81% | $91.7M | 779,459 | $89.7M | 780,212 | -753-0.10% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 1.68% | 1.73% | $90.0M | 657,656 | $85.5M | 652,133 | +5,523+0.85% | Add |
 EATON CORP PLCETN |
| 1.68% | 1.52% | $89.9M | 210,897 | $75.1M | 210,038 | +859+0.41% | Add |
 COCA COLA COKO |
| 1.67% | 1.67% | $89.1M | 1.1M | $82.5M | 1.1M | +11,262+1.04% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.66% | 1.87% | $88.8M | 1.0M | $92.5M | 996,001 | +15,627+1.57% | Add |
| CCITIGROUP INCC |
| 1.66% | 1.48% | $88.7M | 633,576 | $73.1M | 644,815 | -11,239-1.74% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 1.59% | 1.68% | $85.2M | 1.1M | $83.3M | 1.1M | +27,394+2.61% | Add |
 META PLATFORMS INCMETA |
| 1.56% | 1.67% | $83.4M | 148,035 | $82.5M | 144,112 | +3,923+2.72% | Add |
 AMGEN INC COMAMGN |
| 1.52% | 1.58% | $81.4M | 224,652 | $78.2M | 222,175 | +2,477+1.11% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 1.48% | 1.57% | $78.9M | 1.4M | $77.9M | 1.3M | +24,898+1.87% | Add |
 PEPSICO INCPEP |
| 1.44% | 1.74% | $76.7M | 566,395 | $86.1M | 554,758 | +11,637+2.10% | Add |
 BLACKROCK INC COMBLK |
| 1.25% | 1.34% | $66.9M | 69,577 | $66.4M | 69,021 | +556+0.81% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.22% | 1.38% | $65.4M | 399,557 | $68.1M | 394,575 | +4,982+1.26% | Add |
 MEDTRONIC PLCMDT |
| 1.1% | 1.26% | $58.9M | 752,965 | $62.3M | 719,377 | +33,588+4.67% | Add |
| VVANGUARD FSTEVWO |
| 1.08% | 1.04% | $57.9M | 969,922 | $51.3M | 949,065 | +20,857+2.20% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.06% | 1.32% | $56.7M | 111,296 | $65.6M | 108,509 | +2,787+2.57% | Add |
| IISHARES COREIJR |
| 0.97% | 0.58% | $52.0M | 350,599 | $28.6M | 230,047 | +120,552+52.40% | Add |
 CONOCOPHILLIPSCOP |
| 0.94% | 1.29% | $50.3M | 483,440 | $63.7M | 482,593 | +847+0.18% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.93% | 1.18% | $49.7M | 170,997 | $58.2M | 168,722 | +2,275+1.35% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.92% | 0.98% | $49.2M | 850,102 | $48.7M | 844,872 | +5,230+0.62% | Add |
| SSEI INVTS COSEIC |
| 0.91% | 0.88% | $48.5M | 552,780 | $43.5M | 554,178 | -1,398-0.25% | Reduce |
 SERVICENOW INCNOW |
| 0.89% | 0.89% | $47.7M | 480,661 | $43.9M | 420,200 | +60,461+14.39% | Add |
 NISOURCE INC COMNI |
| 0.88% | 0.94% | $47.2M | 991,625 | $46.7M | 1.0M | -8,793-0.88% | Reduce |
 HOME DEPOT INCHD |
| 0.88% | 0.87% | $46.8M | 132,744 | $43.1M | 131,045 | +1,699+1.30% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 0.8% | 0.75% | $43.0M | 1.4M | $36.9M | 1.4M | +8,161+0.58% | Add |
 UNION PAC CORPUNP |
| 0.75% | 0.71% | $39.9M | 146,588 | $35.3M | 145,609 | +979+0.67% | Add |
 NOVARTIS AGNVS |
| 0.69% | 0.71% | $36.7M | 234,315 | $35.3M | 230,854 | +3,461+1.50% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.46% | $36.1M | 72,169 | $22.9M | 47,686 | +24,483+51.34% | Add |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.67% | 0.62% | $36.0M | 481,339 | $30.6M | 469,340 | +11,999+2.56% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.67% | 0.68% | $35.8M | 69,788 | $33.8M | 67,628 | +2,160+3.19% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 0.61% | 0.89% | $32.6M | 697,422 | $44.1M | 939,648 | -242,226-25.78% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.55% | 0.53% | $29.1M | 302,072 | $26.5M | 298,357 | +3,715+1.25% | Add |
