APPLE INCAAPL |
| 16.4% | 16.31% | $85.4M | 295,154 | $73.9M | 291,125 | +4,029+1.38% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 11.36% | 12.45% | $59.1M | 118,180 | $56.4M | 117,680 | +500+0.42% | Add |
AMAZON COM INCAMZN |
| 9.27% | 9.35% | $48.3M | 202,492 | $42.4M | 203,350 | -858-0.42% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.29% | 5.89% | $32.7M | 92,676 | $26.7M | 93,069 | -393-0.42% | Reduce |
TESLA INCTSLA |
| 4.32% | 4.32% | $22.5M | 53,435 | $19.6M | 52,625 | +810+1.54% | Add |
GE AEROSPACEGE |
| 4.2% | 3.67% | $21.9M | 58,570 | $16.6M | 58,547 | +23+0.04% | Add |
ASML HLDG NVASML |
| 3.63% | 2.8% | $18.9M | 9,510 | $12.7M | 9,592 | -82-0.85% | Reduce |
US BANCORPUSB |
| 2.53% | 2.5% | $13.2M | 217,900 | $11.3M | 217,900 | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 2.51% | 2.92% | $13.0M | 23,162 | $13.2M | 23,127 | +35+0.15% | Add |
NVIDIA CORPORATIONNVDA |
| 2.45% | 2.45% | $12.8M | 63,841 | $11.1M | 63,686 | +155+0.24% | Add |
GE VERNOVA INCGEV |
| 2.22% | 1.9% | $11.6M | 9,834 | $8.6M | 9,834 | 00.00% | Unchanged |
MICROSOFT CORPMSFT |
| 2.18% | 2.52% | $11.3M | 30,398 | $11.4M | 30,974 | -576-1.86% | Reduce |
MICRON TECHNOLOGY INCMU |
| 1.98% | 0.64% | $10.3M | 8,942 | $2.9M | 8,542 | +400+4.68% | Add |
RAYMOND JAMES FINL INCRJF |
| 1.87% | 2.05% | $9.7M | 64,063 | $9.3M | 64,063 | 00.00% | Unchanged |
SOUTHERN COSO |
| 1.8% | 2.09% | $9.4M | 97,708 | $9.4M | 97,871 | -163-0.17% | Reduce |
APOLLO GLOBAL MGMT INC COMAPO |
| 1.59% | 1.71% | $8.3M | 69,972 | $7.8M | 69,670 | +302+0.43% | Add |
JPMORGAN CHASE & COJPM |
| 1.59% | 1.69% | $8.3M | 25,257 | $7.6M | 26,002 | -745-2.87% | Reduce |
GOLDMAN SACHS GROUP INCGS |
| 1.26% | 1.21% | $6.6M | 6,479 | $5.5M | 6,460 | +19+0.29% | Add |
CATERPILLAR INCCAT |
| 1.17% | 0.9% | $6.1M | 5,719 | $4.1M | 5,741 | -22-0.38% | Reduce |
| SSPORTRADAR GROUP AG CLASS A ORDSRAD |
| 1.08% | 1.4% | $5.6M | 374,920 | $6.4M | 379,845 | -4,925-1.30% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.92% | 1.02% | $4.8M | 18,858 | $4.6M | 18,962 | -104-0.55% | Reduce |
MORGAN STANLEYMS |
| 0.9% | 0.82% | $4.7M | 22,533 | $3.7M | 22,432 | +101+0.45% | Add |
ENTERPRISE PRODS PARTNERS LEPD |
| 0.88% | 1.03% | $4.6M | 125,180 | $4.7M | 123,582 | +1,598+1.29% | Add |
TRUIST FINL CORPTFC |
| 0.83% | 0.88% | $4.3M | 86,379 | $4.0M | 86,364 | +15+0.02% | Add |
COINBASE GLOBALCOIN |
| 0.79% | — | $4.1M | 28,055 | $0 | 0 | +28,055 | New Buy |
WALMART INCWMT |
| 0.75% | 0.94% | $3.9M | 34,558 | $4.3M | 34,429 | +129+0.37% | Add |
Old National Bancorp CORP COMMONONB |
| 0.67% | 0.65% | $3.5M | 134,163 | $3.0M | 134,163 | 00.00% | Unchanged |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.63% | 0.52% | $3.3M | 6,905 | $2.3M | 6,902 | +3+0.04% | Add |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.63% | 0.85% | $3.3M | 64,380 | $3.9M | 65,379 | -999-1.53% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.74% | $3.1M | 3,360 | $3.3M | 3,359 | +1+0.03% | Add |
AMGEN INC COMAMGN |
| 0.58% | 0.65% | $3.0M | 8,350 | $2.9M | 8,330 | +20+0.24% | Add |
HOME DEPOT INCHD |
| 0.5% | 0.4% | $2.6M | 7,384 | $1.8M | 5,474 | +1,910+34.89% | Add |
SEACOAST BKG CORP FLASBCF |
| 0.49% | 0.51% | $2.5M | 76,543 | $2.3M | 76,386 | +157+0.21% | Add |
| PPINNACLE FINL PARTNERS INCPNFP |
| 0.47% | <0.01% | $2.5M | 24,508 | $2,103 | 84,412 | -59,904-70.97% | Reduce |
ALPHABET INCGOOGL |
| 0.46% | 0.43% | $2.4M | 6,729 | $2.0M | 6,832 | -103-1.51% | Reduce |
FIRST HORIZON CORPORATIONFHN |
| 0.44% | 0.45% | $2.3M | 89,030 | $2.1M | 90,200 | -1,170-1.30% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.43% | 0.43% | $2.2M | 3,010 | $2.0M | 3,001 | +9+0.30% | Add |
| CCBL &ASSOC PPTYS INC COMMON STOCKCBL |
| 0.39% | 0.33% | $2.1M | 38,711 | $1.5M | 38,711 | 00.00% | Unchanged |
MERCK & CO INCMRK |
| 0.38% | 0.4% | $2.0M | 15,254 | $1.8M | 15,237 | +17+0.11% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.37% | 0.47% | $1.9M | 30,073 | $2.1M | 30,063 | +10+0.03% | Add |
COCA COLA COKO |
| 0.33% | 0.36% | $1.7M | 21,307 | $1.6M | 21,309 | -2-0.01% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.33% | 0.34% | $1.7M | 8,100 | $1.5M | 8,025 | +75+0.93% | Add |
ELI LILLY & COLLY |
| 0.33% | 0.29% | $1.7M | 1,434 | $1.3M | 1,419 | +15+1.06% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.31% | 0.28% | $1.6M | 2,225 | $1.3M | 2,225 | 00.00% | Unchanged |
| UUNITED STS LIME & MINERALS IUSLM |
| 0.3% | 0.43% | $1.6M | 15,000 | $2.0M | 15,000 | 00.00% | Unchanged |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.29% | 0.32% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
HEALTHSTREAM INCHSTM |
| 0.28% | 0.26% | $1.4M | 52,738 | $1.2M | 57,738 | -5,000-8.66% | Reduce |
UNITED PARCEL SVCS INCUPS |
| 0.25% | 0.41% | $1.3M | 11,985 | $1.9M | 18,861 | -6,876-36.46% | Reduce |
| SSTRATEGY INCMSTR |
| 0.24% | 0.28% | $1.2M | 14,239 | $1.3M | 10,192 | +4,047+39.71% | Add |
ABBVIE INCABBV |
| 0.2% | 0.2% | $1.0M | 4,149 | $902,000 | 4,149 | 00.00% | Unchanged |