 APPLE INCAAPL |
| 5.54% | 5.72% | $30.1M | 104,106 | $25.4M | 100,032 | +4,074+4.07% | Add |
| AADVISORS SER TRLCLG |
| 4.65% | 4.24% | $25.3M | 332,524 | $18.8M | 318,885 | +13,639+4.28% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.84% | 3.82% | $20.9M | 104,506 | $17.0M | 97,207 | +7,299+7.51% | Add |
 AMAZON COM INCAMZN |
| 3.24% | 3.16% | $17.6M | 74,024 | $14.0M | 67,241 | +6,783+10.09% | Add |
 BROADCOM INCAVGO |
| 3.17% | 2.92% | $17.3M | 45,703 | $13.0M | 41,869 | +3,834+9.16% | Add |
| IISHARES RUSSELLIWF |
| 2.48% | 2.85% | $13.5M | 108,699 | $12.7M | 29,667 | +79,032+266.40% | Add |
 ALPHABET INCGOOGL |
| 2.33% | 2.03% | $12.7M | 35,531 | $9.0M | 31,337 | +4,194+13.38% | Add |
 MICROSOFT CORPMSFT |
| 2.08% | 2.54% | $11.3M | 30,268 | $11.3M | 30,394 | -126-0.41% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.78% | 0.87% | $9.7M | 8,388 | $3.9M | 11,444 | -3,056-26.70% | Reduce |
 CISCO SYS INCCSCO |
| 1.73% | 1.58% | $9.4M | 80,061 | $7.0M | 90,327 | -10,266-11.37% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.65% | 1.91% | $9.0M | 35,436 | $8.5M | 34,739 | +697+2.01% | Add |
| AAlphabet Inc Class CGOOG |
| 1.58% | 1.47% | $8.6M | 24,388 | $6.5M | 22,710 | +1,678+7.39% | Add |
 META PLATFORMS INCMETA |
| 1.46% | 1.72% | $8.0M | 14,130 | $7.6M | 13,326 | +804+6.03% | Add |
 ABBVIE INCABBV |
| 1.41% | 1.45% | $7.7M | 30,427 | $6.4M | 29,533 | +894+3.03% | Add |
 SHELL PLCSHEL |
| 1.4% | 1.98% | $7.6M | 98,222 | $8.8M | 94,305 | +3,917+4.15% | Add |
| FFLEX LTDFLEX |
| 1.37% | 0.9% | $7.5M | 46,098 | $4.0M | 60,937 | -14,839-24.35% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.31% | 1.97% | $7.1M | 43,089 | $8.7M | 42,173 | +916+2.17% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.31% | 0.35% | $7.1M | 12,293 | $1.6M | 7,687 | +4,606+59.92% | Add |
 JPMORGAN CHASE & COJPM |
| 1.26% | 1.34% | $6.9M | 20,982 | $5.9M | 20,172 | +810+4.02% | Add |
 ELI LILLY & COLLY |
| 1.19% | 1.1% | $6.4M | 5,375 | $4.9M | 5,295 | +80+1.51% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.18% | 1.37% | $6.4M | 12,500 | $6.1M | 12,144 | +356+2.93% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.14% | 1.25% | $6.2M | 34,362 | $5.5M | 33,516 | +846+2.52% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.1% | 1.59% | $6.0M | 141,829 | $7.0M | 140,243 | +1,586+1.13% | Add |
| SSPDR SERIES TRUSTSPYG |
| 1.03% | 1.04% | $5.6M | 47,213 | $4.6M | 47,151 | +62+0.13% | Add |
 US BANCORPUSB |
| 1.03% | 1.08% | $5.6M | 92,794 | $4.8M | 91,691 | +1,103+1.20% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.01% | 1.09% | $5.5M | 51,263 | $4.8M | 49,075 | +2,188+4.46% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.99% | 0.99% | $5.4M | 7,231 | $4.4M | 6,756 | +475+7.03% | Add |
 PEPSICO INCPEP |
| 0.99% | 1.35% | $5.4M | 39,793 | $6.0M | 38,635 | +1,158+3.00% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.98% | 1.14% | $5.3M | 92,257 | $5.1M | 87,745 | +4,512+5.14% | Add |
 WELLS FARGO CO NEWWFC |
| 0.95% | 1.1% | $5.2M | 62,592 | $4.9M | 61,356 | +1,236+2.01% | Add |
 TESLA INCTSLA |
| 0.9% | 0.82% | $4.9M | 11,625 | $3.7M | 9,832 | +1,793+18.24% | Add |
 AMPHENOL CORPAPH |
| 0.88% | 0.52% | $4.8M | 27,175 | $2.3M | 18,174 | +9,001+49.53% | Add |
 PFIZER INCPFE |
| 0.88% | 1.27% | $4.8M | 198,256 | $5.6M | 200,395 | -2,139-1.07% | Reduce |
| AAT&T INCT |
| 0.85% | 1.33% | $4.6M | 223,673 | $5.9M | 203,178 | +20,495+10.09% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.77% | 0.5% | $4.2M | 5,021 | $2.2M | 5,425 | -404-7.45% | Reduce |
 NETFLIX INCNFLX |
| 0.75% | 1.31% | $4.1M | 56,780 | $5.8M | 60,410 | -3,630-6.01% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.72% | 0.65% | $3.9M | 7,602 | $2.9M | 7,248 | +354+4.88% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.67% | 0.78% | $3.7M | 10,632 | $3.4M | 10,739 | -107-1.00% | Reduce |
 HOME DEPOT INCHD |
| 0.65% | 0.65% | $3.5M | 10,050 | $2.9M | 8,773 | +1,277+14.56% | Add |
 GE VERNOVA INCGEV |
| 0.65% | 0.59% | $3.5M | 3,012 | $2.6M | 2,994 | +18+0.60% | Add |
 COCA COLA COKO |
| 0.6% | 0.65% | $3.2M | 39,960 | $2.9M | 37,887 | +2,073+5.47% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.59% | 0.77% | $3.2M | 3,441 | $3.4M | 3,409 | +32+0.94% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.58% | 0.69% | $3.2M | 34,417 | $3.1M | 33,319 | +1,098+3.30% | Add |
 CATERPILLAR INCCAT |
| 0.57% | 0.46% | $3.1M | 2,936 | $2.0M | 2,868 | +68+2.37% | Add |
 APPLIED MATLS INCAMAT |
| 0.54% | 0.33% | $3.0M | 4,092 | $1.5M | 4,346 | -254-5.84% | Reduce |
 KLA CORPKLAC |
| 0.54% | 0.34% | $2.9M | 9,688 | $1.5M | 1,038 | +8,650+833.33% | Add |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.52% | $2.6M | 17,757 | $2.3M | 16,073 | +1,684+10.48% | Add |
 UNITED RENTALS INCURI |
| 0.48% | 0.37% | $2.6M | 2,287 | $1.6M | 2,222 | +65+2.93% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.47% | 0.51% | $2.6M | 5,148 | $2.3M | 4,718 | +430+9.11% | Add |
 VISA INCV |
| 0.47% | 0.47% | $2.5M | 7,421 | $2.1M | 6,929 | +492+7.10% | Add |
