| SSTATE STR SPDR S&P 500 ETF TSPY |
| 13.27% | 12.99% | $5.9M | 13,874 | $14.6M | 33,028 | -19,154-57.99% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 10.11% | 13.08% | $4.5M | 12,615 | $14.7M | 39,890 | -27,275-68.38% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 9.48% | 12.97% | $4.2M | 12,647 | $14.6M | 42,514 | -29,867-70.25% | Reduce |
| IISHARES S&PIVE |
| 8.63% | 13.08% | $3.9M | 25,077 | $14.7M | 91,447 | -66,370-72.58% | Reduce |
| IISHARES TRIVW |
| 7.98% | 13.14% | $3.6M | 52,113 | $14.8M | 210,085 | -157,972-75.19% | Reduce |
APPLE INCAAPL |
| 3.84% | 1.71% | $1.7M | 10,039 | $1.9M | 9,910 | +129+1.30% | Add |
| FFS KKR CAP CORPFSK |
| 3.27% | 1.3% | $1.5M | 74,350 | $1.5M | 76,269 | -1,919-2.52% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.03% | 1.17% | $1.4M | 3,873 | $1.3M | 3,853 | +20+0.52% | Add |
WALMART INCWMT |
| 1.78% | 0.69% | $794,751 | 4,969 | $781,085 | 4,969 | 00.00% | Unchanged |
| PPRINCIPAL FINANCIAL GROUP INPFG |
| 1.53% | 0.64% | $683,825 | 9,488 | $719,596 | 9,488 | 00.00% | Unchanged |
ALLIANT ENERGY CORP COMLNT |
| 1.5% | 0.64% | $670,771 | 13,845 | $725,833 | 13,831 | +14+0.10% | Add |
PHILLIPS EDISON & CO INCPECO |
| 1.48% | 0.62% | $659,665 | 19,668 | $698,674 | 20,501 | -833-4.06% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.44% | 0.74% | $641,860 | 11,204 | $831,314 | 11,204 | 00.00% | Unchanged |
MCDONALDS CORPMCD |
| 1.26% | 0.57% | $562,910 | 2,137 | $637,633 | 2,137 | 00.00% | Unchanged |
TESLA INCTSLA |
| 1.24% | 0.51% | $554,237 | 2,215 | $579,821 | 2,215 | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 1.2% | 0.45% | $534,974 | 1,782 | $511,398 | 1,782 | 00.00% | Unchanged |
ARES CAPITALARCC |
| 0.9% | 0.34% | $402,721 | 20,684 | $384,898 | 20,484 | +200+0.98% | Add |
MICROSOFT CORPMSFT |
| 0.86% | 0.37% | $383,860 | 1,216 | $413,998 | 1,216 | 00.00% | Unchanged |
JOHNSON & JOHNSONJNJ |
| 0.83% | 0.35% | $371,324 | 2,384 | $394,617 | 2,384 | 00.00% | Unchanged |
| TTYSON FOODS INCTSN |
| 0.79% | 0.32% | $353,308 | 6,998 | $357,156 | 6,998 | 00.00% | Unchanged |
OTTER TAIL CORPOTTR |
| 0.76% | 0.31% | $340,273 | 4,482 | $353,899 | 4,482 | 00.00% | Unchanged |
XCEL ENERGY INC COMXEL |
| 0.73% | 0.31% | $326,278 | 5,702 | $353,680 | 5,689 | +13+0.23% | Add |
ADOBE INC COMADBE |
| 0.68% | 0.25% | $302,881 | 594 | $283,125 | 579 | +15+2.59% | Add |
CSX CORPCSX |
| 0.56% | 0.25% | $250,294 | 8,140 | $277,562 | 8,140 | 00.00% | Unchanged |
DEERE & CODE |
| 0.56% | 0.23% | $249,355 | 661 | $257,181 | 635 | +26+4.09% | Add |
ALTRIA GROUP INCMO |
| 0.51% | 0.21% | $228,078 | 5,424 | $241,347 | 5,328 | +96+1.80% | Add |
EDISON INTLEIX |
| 0.5% | 0.22% | $222,844 | 3,521 | $244,533 | 3,521 | 00.00% | Unchanged |
COPART INC COMCPRT |
| 0.49% | 0.2% | $221,224 | 5,134 | $229,120 | 2,512 | +2,622+104.38% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 0.47% | 0.2% | $210,800 | 2,617 | $230,924 | 2,617 | 00.00% | Unchanged |
GSK PLC SPONSORED ADRGSK |
| 0.46% | 0.18% | $204,595 | 5,644 | $201,152 | 5,644 | 00.00% | Unchanged |
EXXON MOBIL CORPXOM |
| 0.45% | 0.26% | $201,324 | 1,712 | $290,887 | 2,712 | -1,000-36.87% | Reduce |
| EENERGY TRANSFER L PET |
| 0.44% | 0.16% | $198,348 | 14,137 | $179,415 | 14,127 | +10+0.07% | Add |
AMERICAN EXPRESS COAXP |
| 0.44% | — | $197,229 | 1,322 | $0 | 0 | +1,322 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.44% | 0.18% | $195,273 | 7,132 | $204,616 | 7,132 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.42% | 0.16% | $188,844 | 1,346 | $180,108 | 1,346 | 00.00% | Unchanged |
EVERSOURCE ENERGYES |
| 0.42% | 0.2% | $187,417 | 3,223 | $228,575 | 3,223 | 00.00% | Unchanged |
HERCULES CAPITAL INCHTGC |
| 0.39% | 0.14% | $172,410 | 10,500 | $155,400 | 10,500 | 00.00% | Unchanged |
WORKDAY INCWDAY |
| 0.37% | <0.01% | $167,583 | 780 | $4,744 | 21 | +759+3,614.29% | Add |
| PPROSPECT CAP CORP COMPSEC |
| 0.35% | 0.14% | $154,854 | 25,596 | $158,523 | 25,568 | +28+0.11% | Add |
CHEVRON CORPORATIONCVX |
| 0.33% | 0.12% | $149,098 | 884 | $131,265 | 834 | +50+6.00% | Add |
| QQUALCOMM INCQCOM |
| 0.32% | 0.14% | $141,654 | 1,275 | $160,522 | 1,348 | -73-5.42% | Reduce |
CATERPILLAR INCCAT |
| 0.3% | 0.11% | $133,767 | 490 | $120,115 | 488 | +2+0.41% | Add |
COCA COLA COKO |
| 0.29% | 0.12% | $130,601 | 2,333 | $139,795 | 2,321 | +12+0.52% | Add |
EQT CORPEQT |
| 0.29% | — | $129,775 | 3,198 | $0 | 0 | +3,198 | New Buy |
AMAZON COM INCAMZN |
| 0.28% | 0.11% | $123,561 | 972 | $126,710 | 972 | 00.00% | Unchanged |
WEYERHAEUSER COWY |
| 0.27% | 0.12% | $122,640 | 4,000 | $134,040 | 4,000 | 00.00% | Unchanged |
AMERICAN ELEC PWR CO INCAEP |
| 0.27% | 0.12% | $122,383 | 1,627 | $136,993 | 1,627 | 00.00% | Unchanged |
| CCOHEN & STEERS TOTAL RETURNRFI |
| 0.26% | 0.08% | $114,159 | 10,893 | $90,138 | 7,893 | +3,000+38.01% | Add |
VERIZON COMMUNICATIONS INCVZ |
| 0.25% | 0.11% | $112,893 | 3,483 | $125,212 | 3,367 | +116+3.45% | Add |
| VVANGUARD FTSEVEA |
| 0.23% | 0.1% | $104,578 | 2,392 | $110,463 | 2,392 | 00.00% | Unchanged |