 ALPHABET INCGOOGL |
| 3.84% | 3.47% | $33.9M | 94,960 | $27.7M | 96,482 | -1,522-1.58% | Reduce |
 CITY HLDG COCHCO |
| 3.6% | 3.75% | $31.9M | 240,368 | $30.0M | 251,211 | -10,843-4.32% | Reduce |
 APPLE INCAAPL |
| 3.19% | 3.14% | $28.2M | 97,401 | $25.1M | 99,036 | -1,635-1.65% | Reduce |
 ELI LILLY & COLLY |
| 3.17% | 2.71% | $28.1M | 23,405 | $21.6M | 23,527 | -122-0.52% | Reduce |
 AMAZON COM INCAMZN |
| 2.34% | 2.2% | $20.7M | 86,979 | $17.6M | 84,503 | +2,476+2.93% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.3% | 2.19% | $20.4M | 101,821 | $17.5M | 100,501 | +1,320+1.31% | Add |
 CATERPILLAR INCCAT |
| 2.28% | 1.76% | $20.2M | 18,976 | $14.1M | 19,913 | -937-4.71% | Reduce |
 MICROSOFT CORPMSFT |
| 2.26% | 2.46% | $20.0M | 53,580 | $19.7M | 53,088 | +492+0.93% | Add |
 WALMART INCWMT |
| 2.24% | 2.78% | $19.9M | 175,271 | $22.2M | 178,905 | -3,634-2.03% | Reduce |
 META PLATFORMS INCMETA |
| 1.91% | 2.13% | $16.9M | 30,035 | $17.1M | 29,824 | +211+0.71% | Add |
 JPMORGAN CHASE & COJPM |
| 1.63% | 1.62% | $14.4M | 44,128 | $13.0M | 44,153 | -25-0.06% | Reduce |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 1.5% | 1.28% | $13.3M | 163,516 | $10.2M | 149,419 | +14,097+9.43% | Add |
| VVANGUARD INDEX FDSVV |
| 1.31% | 1.1% | $11.5M | 33,585 | $8.8M | 29,410 | +4,175+14.20% | Add |
 WASTE MGMT INC DELWM |
| 1.26% | 1.46% | $11.1M | 49,867 | $11.7M | 50,919 | -1,052-2.07% | Reduce |
 ABBVIE INCABBV |
| 1.25% | 1.23% | $11.1M | 43,975 | $9.9M | 45,297 | -1,322-2.92% | Reduce |
 DEERE & CODE |
| 1.22% | 1.23% | $10.8M | 17,041 | $9.9M | 17,530 | -489-2.79% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.22% | 0.51% | $10.8M | 18,571 | $4.1M | 19,933 | -1,362-6.83% | Reduce |
 CUMMINS INCCMI |
| 1.21% | 1.04% | $10.7M | 15,015 | $8.3M | 15,475 | -460-2.97% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.12% | 0.87% | $9.9M | 13,407 | $7.0M | 12,082 | +1,325+10.97% | Add |
 EXXON MOBIL CORPXOM |
| 1.09% | 1.54% | $9.6M | 70,270 | $12.3M | 72,665 | -2,395-3.30% | Reduce |
| IISHARES COREIJH |
| 1.08% | 0.99% | $9.6M | 124,155 | $7.9M | 117,291 | +6,864+5.85% | Add |
 LOWES COS INC COMLOW |
| 1.05% | 1.25% | $9.3M | 41,959 | $10.0M | 42,305 | -346-0.82% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.02% | 1.13% | $9.0M | 17,558 | $9.0M | 18,094 | -536-2.96% | Reduce |
 BROADCOM INCAVGO |
| 1% | 0.83% | $8.9M | 23,513 | $6.6M | 21,408 | +2,105+9.83% | Add |
 VISA INCV |
| 0.99% | 0.99% | $8.8M | 25,525 | $7.9M | 26,134 | -609-2.33% | Reduce |
 COCA COLA COKO |
| 0.98% | 0.99% | $8.7M | 106,633 | $7.9M | 104,038 | +2,595+2.49% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.97% | 1.15% | $8.6M | 9,170 | $9.2M | 9,239 | -69-0.75% | Reduce |
 MORGAN STANLEYMS |
| 0.96% | 0.85% | $8.5M | 40,448 | $6.8M | 41,498 | -1,050-2.53% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.96% | 0.89% | $8.5M | 17,215 | $7.1M | 17,152 | +63+0.37% | Add |
| SSPDR GOLD TRGLD |
| 0.95% | 0.87% | $8.4M | 22,914 | $7.0M | 16,181 | +6,733+41.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.92% | 0.99% | $8.1M | 16,182 | $7.9M | 16,513 | -331-2.00% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.85% | 0.93% | $7.5M | 51,233 | $7.4M | 51,282 | -49-0.10% | Reduce |
| IISHARES COREIJR |
| 0.85% | 0.79% | $7.5M | 50,489 | $6.3M | 50,681 | -192-0.38% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.83% | 0.83% | $7.4M | 29,051 | $6.6M | 27,052 | +1,999+7.39% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.83% | 0.95% | $7.4M | 83,990 | $7.6M | 81,636 | +2,354+2.88% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.83% | 0.99% | $7.3M | 70,747 | $7.9M | 81,747 | -11,000-13.46% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.82% | 0.83% | $7.2M | 65,503 | $6.6M | 68,014 | -2,511-3.69% | Reduce |
 SOUTHERN COSO |
| 0.81% | 0.94% | $7.2M | 75,121 | $7.5M | 77,507 | -2,386-3.08% | Reduce |
| IISHARES RUSSELLIWM |
| 0.8% | 0.78% | $7.1M | 23,666 | $6.3M | 25,281 | -1,615-6.39% | Reduce |
| IISHARES RUSSELLIWF |
| 0.79% | 0.77% | $7.0M | 56,543 | $6.2M | 14,497 | +42,046+290.03% | Add |
 LINDE PLCLIN |
| 0.75% | 0.77% | $6.6M | 12,702 | $6.2M | 12,454 | +248+1.99% | Add |
 AFLAC INC COMAFL |
| 0.71% | 0.75% | $6.3M | 53,752 | $6.0M | 54,801 | -1,049-1.91% | Reduce |
| IISHARES TREEM |
| 0.71% | 0.73% | $6.3M | 92,114 | $5.8M | 102,449 | -10,335-10.09% | Reduce |
 CISCO SYS INCCSCO |
| 0.7% | 0.34% | $6.2M | 52,435 | $2.7M | 34,852 | +17,583+50.45% | Add |
 HOME DEPOT INCHD |
| 0.7% | 0.77% | $6.2M | 17,445 | $6.2M | 18,806 | -1,361-7.24% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.7% | 0.99% | $6.1M | 37,101 | $7.9M | 38,307 | -1,206-3.15% | Reduce |
| VVANGUARD MIDVO |
| 0.68% | 0.67% | $6.0M | 74,438 | $5.4M | 18,730 | +55,708+297.43% | Add |
| FFIRST TR EXCHNG TRADED FD VIGMAR |
| 0.64% | 0.68% | $5.7M | 128,430 | $5.5M | 131,350 | -2,920-2.22% | Reduce |
 PALO ALTOPANW |
| 0.61% | 0.39% | $5.4M | 15,915 | $3.2M | 19,670 | -3,755-19.09% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.61% | 0.43% | $5.4M | 18,001 | $3.4M | 17,564 | +437+2.49% | Add |
