| SSTATE STREETSPYM |
| 10.61% | 8.68% | $34.2M | 389,347 | $23.3M | 304,507 | +84,840+27.86% | Add |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 6.68% | 7.41% | $21.6M | 411,298 | $19.9M | 378,594 | +32,704+8.64% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.24% | 6.46% | $16.9M | 84,395 | $17.4M | 99,557 | -15,162-15.23% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 4.81% | 3.97% | $15.5M | 188,803 | $10.7M | 128,988 | +59,815+46.37% | Add |
 ALPHABET INCGOOGL |
| 3.98% | 3.63% | $12.8M | 35,957 | $9.7M | 33,869 | +2,088+6.16% | Add |
 APPLE INCAAPL |
| 3.69% | 2.87% | $11.9M | 41,089 | $7.7M | 30,359 | +10,730+35.34% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 3.34% | 3.71% | $10.8M | 129,554 | $10.0M | 121,712 | +7,842+6.44% | Add |
 MICROSOFT CORPMSFT |
| 2.69% | 2.88% | $8.7M | 23,272 | $7.7M | 20,917 | +2,355+11.26% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 2.66% | 0.7% | $8.6M | 202,901 | $1.9M | 37,248 | +165,653+444.73% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 2.56% | 0.82% | $8.3M | 43,367 | $2.2M | 16,499 | +26,868+162.85% | Add |
| IISHARES COREIJR |
| 2.53% | 0.27% | $8.2M | 54,963 | $729,000 | 5,864 | +49,099+837.30% | Add |
 AMAZON COM INCAMZN |
| 2.51% | 1.32% | $8.1M | 34,002 | $3.5M | 17,019 | +16,983+99.79% | Add |
| IISHARES COREIJH |
| 2.42% | 0.09% | $7.8M | 101,258 | $247,812 | 3,670 | +97,588+2,659.07% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 2.19% | 2.67% | $7.1M | 89,254 | $7.2M | 90,364 | -1,110-1.23% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.07% | 1.84% | $6.7M | 26,272 | $4.9M | 20,237 | +6,035+29.82% | Add |
 WILLIAMS COS INCWMB |
| 1.52% | 0.2% | $4.9M | 65,965 | $534,424 | 7,343 | +58,622+798.34% | Add |
 EXXON MOBIL CORPXOM |
| 1.49% | 3.15% | $4.8M | 35,080 | $8.5M | 49,855 | -14,775-29.64% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.45% | 1.54% | $4.7M | 9,792 | $4.1M | 12,210 | -2,418-19.80% | Reduce |
 BROADCOM INCAVGO |
| 1.41% | 1.97% | $4.6M | 12,077 | $5.3M | 17,119 | -5,042-29.45% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.36% | 1.32% | $4.4M | 30,278 | $3.5M | 29,859 | +419+1.40% | Add |
 GE VERNOVA INCGEV |
| 1.34% | 0.69% | $4.3M | 3,667 | $1.9M | 2,122 | +1,545+72.81% | Add |
 COCA COLA COKO |
| 1.13% | 0.58% | $3.6M | 44,887 | $1.6M | 20,599 | +24,288+117.91% | Add |
 ANALOG DEVICES INC COMADI |
| 1.09% | 0.63% | $3.5M | 8,871 | $1.7M | 5,290 | +3,581+67.69% | Add |
 CORNING INCGLW |
| 1.09% | 0.51% | $3.5M | 13,789 | $1.4M | 10,105 | +3,684+36.46% | Add |
 ELI LILLY & COLLY |
| 1.07% | 0.23% | $3.5M | 2,877 | $618,085 | 672 | +2,205+328.13% | Add |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 1.04% | 0.36% | $3.4M | 20,796 | $971,433 | 8,665 | +12,131+140.00% | Add |
 CISCO SYS INCCSCO |
| 1.01% | 0.22% | $3.2M | 27,650 | $599,326 | 7,724 | +19,926+257.98% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.92% | 0.65% | $3.0M | 11,836 | $1.8M | 8,875 | +2,961+33.36% | Add |
 TESLA INCTSLA |
| 0.92% | 0.98% | $3.0M | 7,016 | $2.6M | 7,071 | -55-0.78% | Reduce |
 CATERPILLAR INCCAT |
| 0.84% | 1.17% | $2.7M | 2,548 | $3.1M | 4,428 | -1,880-42.46% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.95% | $2.7M | 8,236 | $2.5M | 8,651 | -415-4.80% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.82% | 0.41% | $2.7M | 49,949 | $1.1M | 17,880 | +32,069+179.36% | Add |
| EEBAY INC. COMEBAY |
| 0.81% | 1.13% | $2.6M | 23,254 | $3.0M | 33,373 | -10,119-30.32% | Reduce |
 BRIXMOR PPTY GROUP INCBRX |
| 0.78% | 0.87% | $2.5M | 79,539 | $2.3M | 81,039 | -1,500-1.85% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.76% | 0.76% | $2.5M | 2,424 | $2.0M | 2,412 | +12+0.50% | Add |
| IINVESCO QQQ TRVOO |
| 0.69% | 0.64% | $2.2M | 3,008 | $1.7M | 2,968 | +40+1.35% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.68% | — | $2.2M | 4,428 | $0 | 0 | +4,428 | New Buy |
| IISHARES TRAGG |
| 0.64% | 0.13% | $2.1M | 21,002 | $356,081 | 3,587 | +17,415+485.50% | Add |
 ROSS STORES INC COMROST |
| 0.64% | — | $2.1M | 9,677 | $0 | 0 | +9,677 | New Buy |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.64% | 0.79% | $2.1M | 55,933 | $2.1M | 55,893 | +40+0.07% | Add |
| FFTAI AVIATION LTDFTAI |
| 0.62% | 0.58% | $2.0M | 7,438 | $1.6M | 6,381 | +1,057+16.56% | Add |
| IISHARES TRIVV |
| 0.62% | 0.65% | $2.0M | 2,679 | $1.8M | 2,685 | -6-0.22% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.6% | 0.66% | $1.9M | 35,935 | $1.8M | 36,020 | -85-0.24% | Reduce |
 MORGAN STANLEYMS |
| 0.59% | 0.54% | $1.9M | 9,171 | $1.5M | 8,869 | +302+3.41% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.57% | 0.6% | $1.8M | 2,685 | $1.6M | 2,682 | +3+0.11% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.49% | 0.21% | $1.6M | 2,726 | $554,550 | 2,726 | 00.00% | Unchanged |
| EENERGY TRANSFER L PET |
| 0.48% | 0.58% | $1.5M | 80,417 | $1.6M | 80,373 | +44+0.05% | Add |
 META PLATFORMS INCMETA |
| 0.45% | 0.55% | $1.5M | 2,585 | $1.5M | 2,588 | -3-0.12% | Reduce |
| CCITIGROUP INCC |
| 0.41% | — | $1.3M | 9,519 | $0 | 0 | +9,519 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.39% | 0.78% | $1.3M | 3,698 | $2.1M | 6,917 | -3,219-46.54% | Reduce |
