 NVIDIA CORPORATIONNVDA |
| 4.07% | 3.87% | $6.12B | 30.6M | $5.09B | 29.2M | +1.4M+4.94% | Add |
 APPLE INCAAPL |
| 3.35% | 3.07% | $5.03B | 17.4M | $4.04B | 15.9M | +1.5M+9.37% | Add |
 AMAZON COM INCAMZN |
| 3.07% | 2.77% | $4.62B | 19.4M | $3.65B | 17.5M | +1.9M+10.59% | Add |
 MICROSOFT CORPMSFT |
| 2.63% | 3.21% | $3.96B | 10.6M | $4.21B | 11.4M | -769,101-6.76% | Reduce |
 ALPHABET INCGOOGL |
| 2.37% | 2.08% | $3.56B | 10.0M | $2.74B | 9.5M | +438,886+4.60% | Add |
| AAlphabet Inc Class CGOOG |
| 2.06% | 1.87% | $3.09B | 8.8M | $2.46B | 8.6M | +188,867+2.21% | Add |
 JPMORGAN CHASE & COJPM |
| 1.74% | 1.76% | $2.61B | 8.0M | $2.32B | 7.9M | +89,456+1.13% | Add |
 ELI LILLY & COLLY |
| 1.36% | 1.21% | $2.04B | 1.7M | $1.59B | 1.7M | -33,088-1.91% | Reduce |
| IISHARES TRIVV |
| 1.34% | 1.14% | $2.01B | 2.7M | $1.50B | 2.3M | +391,477+17.03% | Add |
 BROADCOM INCAVGO |
| 1.03% | 0.99% | $1.55B | 4.1M | $1.30B | 4.2M | -110,659-2.63% | Reduce |
 ASML HLDG NVASML |
| 1% | 0.73% | $1.50B | 754,422 | $956.6M | 724,980 | +29,442+4.06% | Add |
 META PLATFORMS INCMETA |
| 0.94% | 1.08% | $1.41B | 2.5M | $1.41B | 2.5M | +39,651+1.61% | Add |
 HOME DEPOT INCHD |
| 0.88% | 0.97% | $1.33B | 3.8M | $1.28B | 3.9M | -124,806-3.21% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.78% | 0.98% | $1.18B | 13.4M | $1.28B | 13.8M | -392,702-2.84% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.75% | 0.63% | $1.13B | 2.8M | $826.5M | 2.6M | +250,032+9.62% | Add |
 AMPHENOL CORPAPH |
| 0.71% | 0.57% | $1.07B | 6.1M | $746.2M | 5.9M | +172,973+2.93% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.7% | 0.27% | $1.05B | 909,205 | $351.7M | 1.0M | -135,766-12.99% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.7% | 0.68% | $1.05B | 4.1M | $890.3M | 3.6M | +483,573+13.28% | Add |
 VISA INCV |
| 0.69% | 0.71% | $1.03B | 3.0M | $936.6M | 3.1M | -89,591-2.89% | Reduce |
 GE AEROSPACEGE |
| 0.66% | 0.58% | $990.3M | 2.6M | $757.7M | 2.7M | -20,684-0.77% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.63% | 0.6% | $951.4M | 1.9M | $790.5M | 1.7M | +251,927+15.27% | Add |
 INTEL CORPINTC |
| 0.61% | 0.25% | $914.5M | 6.6M | $326.5M | 7.4M | -839,642-11.33% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.58% | 0.39% | $870.1M | 1.5M | $517.0M | 2.5M | -1.0M-41.05% | Reduce |
 CATERPILLAR INCCAT |
| 0.57% | 0.47% | $862.3M | 810,361 | $612.9M | 865,879 | -55,518-6.41% | Reduce |
 WILLIAMS COS INCWMB |
| 0.57% | 0.64% | $858.3M | 11.5M | $838.1M | 11.5M | +33,135+0.29% | Add |
 EXXON MOBIL CORPXOM |
| 0.57% | 0.81% | $856.0M | 6.3M | $1.06B | 6.3M | -3,693-0.06% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.56% | 0.26% | $844.2M | 1.2M | $346.8M | 1.0M | +150,469+14.74% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.68% | $823.9M | 880,718 | $889.3M | 892,222 | -11,504-1.29% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 0.53% | 0.62% | $791.6M | 1.9M | $817.6M | 1.9M | +22,287+1.18% | Add |
 TARGA RES CORPTRGP |
| 0.48% | 0.52% | $722.2M | 2.7M | $679.4M | 2.7M | -16,745-0.62% | Reduce |
| NNEUBERGER BERMAN ETF TRUSTNBCR |
| 0.46% | 0.5% | $698.9M | 20.9M | $654.9M | 22.1M | -1.2M-5.28% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.46% | 0.24% | $688.0M | 1.6M | $312.6M | 1.5M | +124,662+8.52% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.45% | 0.56% | $675.1M | 1.3M | $733.2M | 1.5M | -152,953-10.42% | Reduce |
 LINDE PLCLIN |
| 0.44% | 0.47% | $661.2M | 1.3M | $619.5M | 1.2M | +25,119+2.01% | Add |
 CISCO SYS INCCSCO |
| 0.44% | 0.35% | $658.1M | 5.6M | $456.4M | 5.9M | -278,734-4.74% | Reduce |
 TJX COS INC NEWTJX |
| 0.42% | 0.53% | $633.2M | 4.2M | $696.1M | 4.4M | -179,996-4.13% | Reduce |
 EATON CORP PLCETN |
| 0.42% | 0.41% | $625.4M | 1.5M | $535.4M | 1.5M | -28,937-1.93% | Reduce |
 CSX CORPCSX |
| 0.41% | 0.38% | $622.9M | 13.1M | $502.8M | 12.3M | +840,905+6.86% | Add |
 ORACLE CORPORCL |
| 0.4% | 0.51% | $606.8M | 4.1M | $670.7M | 4.6M | -418,663-9.18% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.4% | 0.32% | $602.2M | 1.3M | $424.1M | 1.3M | -10,641-0.84% | Reduce |
 UNITED RENTALS INCURI |
| 0.39% | 0.26% | $586.0M | 517,484 | $343.2M | 471,295 | +46,189+9.80% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.39% | 0.35% | $580.8M | 845,691 | $456.8M | 764,533 | +81,158+10.62% | Add |
 UNION PAC CORPUNP |
| 0.37% | 0.33% | $562.2M | 2.1M | $434.7M | 1.8M | +275,004+15.35% | Add |
 AON PLC SHS CL AAON |
| 0.37% | 0.46% | $561.1M | 1.7M | $599.7M | 1.9M | -166,105-8.94% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.37% | 0.36% | $559.3M | 7.8M | $476.3M | 6.6M | +1.1M+17.04% | Add |
 GE VERNOVA INCGEV |
| 0.36% | 0.22% | $543.8M | 462,934 | $290.8M | 333,194 | +129,740+38.94% | Add |
 MORGAN STANLEYMS |
| 0.36% | 0.3% | $543.0M | 2.6M | $392.4M | 2.4M | +214,361+8.99% | Add |
 TEXAS INSTRS INCTXN |
| 0.35% | 0.23% | $527.7M | 1.8M | $298.4M | 1.5M | +236,394+15.36% | Add |
 WALMART INCWMT |
| 0.35% | 0.44% | $527.3M | 4.7M | $575.3M | 4.6M | +24,045+0.52% | Add |
 MCDONALDS CORPMCD |
| 0.35% | 0.46% | $522.2M | 1.9M | $603.2M | 1.9M | -8,581-0.44% | Reduce |
