| CCABLE ONE INCCABO |
| 6.64% | 8.04% | $4.23B | 6.5M | $4.59B | 6.1M | +410,000+6.72% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.11% | 3.09% | $1.98B | 9.9M | $1.76B | 10.1M | -203,277-2.01% | Reduce |
 AMAZON COM INCAMZN |
| 2.4% | 2.14% | $1.53B | 6.4M | $1.22B | 5.9M | +553,312+9.43% | Add |
 APPLE INCAAPL |
| 2.16% | 2.25% | $1.38B | 4.8M | $1.28B | 5.1M | -302,693-5.99% | Reduce |
 MICROSOFT CORPMSFT |
| 2.07% | 2.34% | $1.32B | 3.5M | $1.34B | 3.6M | -71,878-1.99% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.66% | 1.4% | $1.06B | 3.0M | $798.2M | 2.8M | +212,185+7.63% | Add |
 ALPHABET INCGOOGL |
| 1.54% | 1.3% | $982.3M | 2.7M | $739.2M | 2.6M | +177,769+6.91% | Add |
| TTHRIVENT ETF TRUSTTILC |
| 1.32% | — | $841.7M | 33.2M | $0 | 0 | +33.2M | New Buy |
 BROADCOM INCAVGO |
| 1.2% | 1.18% | $765.2M | 2.0M | $671.1M | 2.2M | -142,871-6.59% | Reduce |
 META PLATFORMS INCMETA |
| 1.18% | 1.39% | $751.0M | 1.3M | $792.5M | 1.4M | -52,070-3.76% | Reduce |
| IISHARES TRIVV |
| 1.15% | 1.1% | $734.0M | 980,103 | $627.6M | 963,214 | +16,889+1.75% | Add |
 JPMORGAN CHASE & COJPM |
| 0.92% | 0.93% | $586.6M | 1.8M | $529.5M | 1.8M | -8,130-0.45% | Reduce |
 TESLA INCTSLA |
| 0.8% | 0.88% | $510.7M | 1.2M | $502.8M | 1.4M | -138,366-10.23% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.77% | 0.27% | $489.6M | 842,788 | $153.0M | 752,136 | +90,652+12.05% | Add |
 ELI LILLY & COLLY |
| 0.75% | 0.76% | $475.6M | 396,540 | $431.2M | 468,846 | -72,306-15.42% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.73% | 0.52% | $465.8M | 1.1M | $295.7M | 1.4M | -308,940-22.32% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.65% | 0.1% | $414.2M | 358,825 | $57.8M | 171,116 | +187,709+109.70% | Add |
 VISA INCV |
| 0.64% | 0.63% | $409.1M | 1.2M | $359.6M | 1.2M | +2,509+0.21% | Add |
 MORGAN STANLEYMS |
| 0.58% | 0.57% | $371.1M | 1.8M | $325.3M | 2.0M | -201,729-10.20% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.58% | 0.56% | $370.5M | 1.5M | $319.0M | 1.3M | +153,620+11.77% | Add |
 CISCO SYS INCCSCO |
| 0.56% | 0.41% | $359.8M | 3.1M | $232.9M | 3.0M | +61,186+2.04% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.55% | 0.62% | $351.8M | 471,060 | $355.3M | 546,290 | -75,230-13.77% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.53% | 0.5% | $339.6M | 6.0M | $286.9M | 5.9M | +75,080+1.28% | Add |
 CATERPILLAR INCCAT |
| 0.52% | 0.64% | $328.4M | 308,430 | $362.9M | 512,252 | -203,822-39.79% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.51% | 0.06% | $325.0M | 449,455 | $33.6M | 98,385 | +351,070+356.83% | Add |
 WELLS FARGO CO NEWWFC |
| 0.5% | 0.53% | $316.3M | 3.8M | $304.9M | 3.8M | -3,105-0.08% | Reduce |
 GE AEROSPACEGE |
| 0.49% | 0.44% | $315.0M | 842,863 | $249.2M | 878,308 | -35,445-4.04% | Reduce |
 WALMART INCWMT |
| 0.49% | 0.5% | $315.0M | 2.8M | $286.1M | 2.3M | +478,616+20.79% | Add |
 MERCK & CO INCMRK |
| 0.47% | 0.5% | $300.7M | 2.3M | $282.9M | 2.4M | -11,272-0.48% | Reduce |
| TTHRIVENT MID CAP VALUE ETFTMVE |
| 0.45% | 0.49% | $288.5M | 16.0M | $277.0M | 17.7M | -1.6M-9.23% | Reduce |
| FFASTENAL CO COMFAST |
| 0.45% | 0.51% | $287.8M | 6.0M | $289.0M | 6.2M | -236,569-3.80% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.45% | 0.34% | $284.7M | 1.7M | $191.7M | 1.6M | +114,573+7.34% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.43% | 0.63% | $274.4M | 574,629 | $361.7M | 1.1M | -496,012-46.33% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.43% | 0.31% | $274.4M | 548,419 | $176.9M | 369,189 | +179,230+48.55% | Add |
 TD SYNNEX CORPORATIONSNX |
| 0.39% | 0.3% | $249.3M | 932,469 | $172.2M | 1.0M | -88,411-8.66% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.38% | 0.44% | $239.8M | 965,662 | $249.4M | 893,079 | +72,583+8.13% | Add |
 NETFLIX INCNFLX |
| 0.36% | 0.71% | $229.3M | 3.2M | $406.4M | 4.2M | -1.0M-24.03% | Reduce |
 GE VERNOVA INCGEV |
| 0.35% | 0.1% | $224.1M | 190,786 | $57.8M | 66,276 | +124,510+187.87% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.35% | 0.3% | $222.8M | 6.1M | $173.6M | 4.6M | +1.5M+32.07% | Add |
| OONTO INNOVATION INCONTO |
| 0.35% | 0.27% | $222.0M | 586,721 | $151.6M | 739,292 | -152,571-20.64% | Reduce |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.35% | 0.4% | $220.4M | 6.0M | $229.0M | 6.2M | -260,529-4.19% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.34% | 0.48% | $219.2M | 319,111 | $272.2M | 456,194 | -137,083-30.05% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.34% | 0.33% | $216.3M | 1.1M | $189.8M | 1.0M | +37,667+3.62% | Add |
 CSX CORPCSX |
| 0.34% | 0.3% | $215.9M | 4.5M | $168.5M | 4.1M | +437,053+10.65% | Add |
 CONOCOPHILLIPSCOP |
| 0.33% | 0.46% | $212.9M | 2.0M | $263.8M | 2.0M | +49,990+2.50% | Add |
 HOME DEPOT INCHD |
| 0.33% | 0.38% | $209.8M | 594,773 | $216.7M | 658,759 | -63,986-9.71% | Reduce |
| QQUALCOMM INCQCOM |
| 0.33% | 0.31% | $209.1M | 1.1M | $178.5M | 1.4M | -254,826-18.38% | Reduce |
 ENTERGY CORP NEWETR |
| 0.33% | 0.36% | $208.5M | 1.8M | $203.4M | 1.8M | +4,589+0.25% | Add |
 EMCOR GROUP INCEME |
| 0.32% | 0.32% | $202.1M | 243,512 | $182.6M | 247,287 | -3,775-1.53% | Reduce |
 LABCORP HOLDINGS INCECL |
| 0.31% | 0.33% | $199.4M | 712,300 | $187.2M | 701,638 | +10,662+1.52% | Add |
