 APPLE INCAAPL |
| 6.24% | 5.99% | $45.1M | 180,028 | $42.6M | 182,767 | -2,739-1.50% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.1% | 5.67% | $44.1M | 328,614 | $40.3M | 331,921 | -3,307-1.00% | Reduce |
 MICROSOFT CORPMSFT |
| 4.87% | 5.12% | $35.2M | 83,620 | $36.4M | 84,605 | -985-1.16% | Reduce |
 ALPHABET INCGOOGL |
| 3.81% | 3.42% | $27.5M | 145,431 | $24.3M | 146,654 | -1,223-0.83% | Reduce |
 AMAZON COM INCAMZN |
| 3.47% | 3.04% | $25.1M | 114,337 | $21.6M | 116,070 | -1,733-1.49% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.02% | 2.96% | $21.8M | 23,801 | $21.1M | 23,760 | +41+0.17% | Add |
 JPMORGAN CHASE & COJPM |
| 2.29% | 2.04% | $16.6M | 69,127 | $14.5M | 68,742 | +385+0.56% | Add |
 TESLA INCTSLA |
| 2.13% | 1.43% | $15.4M | 38,170 | $10.2M | 38,834 | -664-1.71% | Reduce |
 ELI LILLY & COLLY |
| 2.1% | 2.25% | $15.2M | 19,713 | $16.0M | 18,090 | +1,623+8.97% | Add |
 WALMART INCWMT |
| 2.06% | 1.86% | $14.9M | 165,088 | $13.2M | 164,022 | +1,066+0.65% | Add |
| IISHARES TRIVW |
| 1.95% | 1.88% | $14.1M | 139,077 | $13.4M | 139,953 | -876-0.63% | Reduce |
 BROADCOM INCAVGO |
| 1.93% | 1.49% | $14.0M | 60,267 | $10.6M | 61,277 | -1,010-1.65% | Reduce |
 META PLATFORMS INCMETA |
| 1.89% | 1.9% | $13.7M | 23,395 | $13.5M | 23,591 | -196-0.83% | Reduce |
| IISHARES S&PIVE |
| 1.72% | 1.8% | $12.5M | 65,309 | $12.8M | 64,912 | +397+0.61% | Add |
 MORGAN STANLEYMS |
| 1.38% | 1.15% | $10.0M | 79,237 | $8.2M | 78,680 | +557+0.71% | Add |
 EATON CORP PLCETN |
| 1.32% | 1.33% | $9.6M | 28,785 | $9.5M | 28,585 | +200+0.70% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.28% | 0.33% | $9.2M | 67,019 | $2.3M | 15,222 | +51,797+340.28% | Add |
| IISHARES TRHYG |
| 1.2% | 1.13% | $8.6M | 109,968 | $8.0M | 99,855 | +10,113+10.13% | Add |
 AMERICAN EXPRESS COAXP |
| 1.16% | 1.07% | $8.4M | 28,283 | $7.6M | 28,076 | +207+0.74% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.14% | 1.36% | $8.3M | 16,358 | $9.7M | 16,536 | -178-1.08% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.13% | 1.14% | $8.2M | 50,238 | $8.1M | 40,258 | +9,980+24.79% | Add |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.12% | 1.14% | $8.1M | 282,562 | $8.1M | 275,995 | +6,567+2.38% | Add |
| IISHARES TRTLT |
| 1.07% | 1.2% | $7.7M | 88,639 | $8.5M | 87,021 | +1,618+1.86% | Add |
 QUANTA SVCS INCPWR |
| 0.91% | 0.88% | $6.6M | 20,902 | $6.3M | 21,063 | -161-0.76% | Reduce |
 VISA INCV |
| 0.87% | 0.77% | $6.3M | 19,957 | $5.5M | 20,020 | -63-0.31% | Reduce |
 MCDONALDS CORPMCD |
| 0.87% | 0.92% | $6.3M | 21,656 | $6.6M | 21,533 | +123+0.57% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.87% | 0.84% | $6.3M | 11,911 | $5.9M | 12,033 | -122-1.01% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.83% | 0.91% | $6.0M | 55,615 | $6.5M | 55,412 | +203+0.37% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.79% | 0.82% | $5.7M | 24,410 | $5.8M | 25,769 | -1,359-5.27% | Reduce |
 HOME DEPOT INCHD |
| 0.78% | 0.84% | $5.7M | 14,576 | $6.0M | 14,686 | -110-0.75% | Reduce |
 MERCK & CO INCMRK |
| 0.76% | 0.76% | $5.5M | 55,585 | $5.4M | 47,722 | +7,863+16.48% | Add |
 BLACKSTONE INCBX |
| 0.72% | 0.65% | $5.2M | 30,271 | $4.6M | 30,030 | +241+0.80% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.7% | 0.98% | $5.0M | 41,622 | $7.0M | 42,390 | -768-1.81% | Reduce |
| KKKR & CO INC COMKKR |
| 0.69% | 0.63% | $5.0M | 33,858 | $4.5M | 34,128 | -270-0.79% | Reduce |
 HONEYWELL INTL INCHON |
| 0.69% | 0.64% | $5.0M | 22,141 | $4.5M | 21,997 | +144+0.65% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.68% | 0.75% | $4.9M | 40,049 | $5.4M | 39,740 | +309+0.78% | Add |
 DANAHER CORP DEL COMDHR |
| 0.66% | 0.82% | $4.8M | 20,845 | $5.8M | 20,988 | -143-0.68% | Reduce |
 NETFLIX INCNFLX |
| 0.64% | 0.52% | $4.6M | 5,163 | $3.7M | 5,212 | -49-0.94% | Reduce |
| CCIGNA GROUPLIBD |
| 0.63% | 0.71% | $4.6M | 16,556 | $5.1M | 14,578 | +1,978+13.57% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.61% | 0.62% | $4.4M | 9,690 | $4.4M | 9,626 | +64+0.66% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.6% | 0.68% | $4.4M | 30,181 | $4.9M | 29,999 | +182+0.61% | Add |
| QQUALCOMM INCQCOM |
| 0.59% | 0.67% | $4.3M | 27,741 | $4.8M | 27,992 | -251-0.90% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.57% | 0.62% | $4.1M | 54,343 | $4.4M | 54,411 | -68-0.12% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.56% | 0.61% | $4.0M | 26,970 | $4.3M | 26,807 | +163+0.61% | Add |
 TARGET CORP COMTGT |
| 0.56% | 0.65% | $4.0M | 29,707 | $4.6M | 29,551 | +156+0.53% | Add |
| PPROLOGIS INC. COMPLD |
| 0.53% | 0.64% | $3.8M | 36,121 | $4.5M | 35,856 | +265+0.74% | Add |
 AMPHENOL CORPAPH |
| 0.52% | 0.5% | $3.8M | 54,496 | $3.6M | 54,586 | -90-0.16% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.5% | 0.45% | $3.6M | 32,961 | $3.2M | 8,297 | +24,664+297.26% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 0.48% | 0.48% | $3.5M | 7,583 | $3.4M | 7,530 | +53+0.70% | Add |
 ABBVIE INCABBV |
| 0.48% | 0.55% | $3.5M | 19,607 | $3.9M | 19,818 | -211-1.06% | Reduce |
