| IISHARES S&PIVE |
| 10.43% | 10.25% | $22.4M | 98,481 | $20.4M | 96,818 | +1,663+1.72% | Add |
 APPLE INCAAPL |
| 7.31% | 6.83% | $15.7M | 54,214 | $13.6M | 53,661 | +553+1.03% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 7.23% | 5.64% | $15.5M | 61,513 | $11.3M | 62,031 | -518-0.84% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 6.45% | 7.05% | $13.8M | 245,018 | $14.1M | 248,062 | -3,044-1.23% | Reduce |
| JJANUS HENDERSONJAAA |
| 6.29% | 8.08% | $13.5M | 267,076 | $16.1M | 319,953 | -52,877-16.53% | Reduce |
| IISHARES TRIVW |
| 5.52% | 6.71% | $11.8M | 86,070 | $13.4M | 118,305 | -32,235-27.25% | Reduce |
 AMETEK INC COMAME |
| 3.83% | 3.65% | $8.2M | 33,950 | $7.3M | 33,950 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.43% | 2.27% | $5.2M | 6,970 | $4.5M | 6,974 | -4-0.06% | Reduce |
 AMAZON COM INCAMZN |
| 2.41% | 2.26% | $5.2M | 21,672 | $4.5M | 21,680 | -8-0.04% | Reduce |
 ALPHABET INCGOOGL |
| 2.26% | 1.96% | $4.9M | 13,587 | $3.9M | 13,622 | -35-0.26% | Reduce |
 MICROSOFT CORPMSFT |
| 2.14% | 2.2% | $4.6M | 12,291 | $4.4M | 11,833 | +458+3.87% | Add |
 JPMORGAN CHASE & COJPM |
| 2.07% | 2% | $4.4M | 13,562 | $4.0M | 13,534 | +28+0.21% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.68% | 1.59% | $3.6M | 18,051 | $3.2M | 18,160 | -109-0.60% | Reduce |
 META PLATFORMS INCMETA |
| 1.57% | 1.73% | $3.4M | 5,977 | $3.4M | 6,027 | -50-0.83% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.47% | 1.54% | $3.1M | 12,381 | $3.1M | 12,531 | -150-1.20% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 1.44% | 1.27% | $3.1M | 21,369 | $2.5M | 21,369 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.22% | 0.67% | $2.6M | 3,435 | $1.3M | 3,442 | -7-0.20% | Reduce |
| IISHARES TRIVV |
| 1.21% | 1.16% | $2.6M | 3,473 | $2.3M | 3,526 | -53-1.50% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.92% | $2.3M | 6,401 | $1.8M | 6,409 | -8-0.12% | Reduce |
| BBLACKROCK ETF TRUSTDYNF |
| 0.88% | 0.62% | $1.9M | 27,822 | $1.2M | 21,357 | +6,465+30.27% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.82% | 0.81% | $1.8M | 3,511 | $1.6M | 3,386 | +125+3.69% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.78% | 0.59% | $1.7M | 8,816 | $1.2M | 8,816 | 00.00% | Unchanged |
| IISHARES TRITOT |
| 0.78% | 0.71% | $1.7M | 10,160 | $1.4M | 9,979 | +181+1.81% | Add |
 RTX CORPORATIONRTX |
| 0.78% | 0.92% | $1.7M | 8,786 | $1.8M | 9,536 | -750-7.86% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.73% | 0.66% | $1.6M | 1,547 | $1.3M | 1,547 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.73% | 0.72% | $1.6M | 8,640 | $1.4M | 8,639 | +1+0.01% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.71% | 0.81% | $1.5M | 17,408 | $1.6M | 17,465 | -57-0.33% | Reduce |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.71% | 0.79% | $1.5M | 18,823 | $1.6M | 19,366 | -543-2.80% | Reduce |
| BBLACKROCK ETF TRUST IIBINC |
| 0.7% | 0.69% | $1.5M | 28,749 | $1.4M | 26,329 | +2,420+9.19% | Add |
 DOVER CORPDOV |
| 0.69% | 0.7% | $1.5M | 6,554 | $1.4M | 6,668 | -114-1.71% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.67% | 0.65% | $1.4M | 7,606 | $1.3M | 7,655 | -49-0.64% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.63% | 0.79% | $1.3M | 25,270 | $1.6M | 25,696 | -426-1.66% | Reduce |
 NEWMONT CORPNEM |
| 0.58% | 0.73% | $1.2M | 13,326 | $1.4M | 13,380 | -54-0.40% | Reduce |
 DEERE & CODE |
| 0.58% | 0.65% | $1.2M | 1,951 | $1.3M | 2,291 | -340-14.84% | Reduce |
| SSPDR SERIES TRUSTHYMB |
| 0.58% | 0.73% | $1.2M | 48,536 | $1.5M | 58,576 | -10,040-17.14% | Reduce |
 ELI LILLY & COLLY |
| 0.57% | 0.47% | $1.2M | 1,024 | $936,808 | 1,019 | +5+0.49% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.56% | 0.18% | $1.2M | 1,048 | $356,759 | 1,056 | -8-0.76% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.53% | 0.49% | $1.1M | 4,057 | $982,976 | 4,055 | +2+0.05% | Add |
 BROADCOM INCAVGO |
| 0.49% | 0.42% | $1.0M | 2,757 | $835,263 | 2,699 | +58+2.15% | Add |
 PALO ALTOPANW |
| 0.47% | 0.25% | $1.0M | 2,985 | $505,489 | 3,153 | -168-5.33% | Reduce |
| AAT&T INCT |
| 0.47% | 0.76% | $1.0M | 48,421 | $1.5M | 51,949 | -3,528-6.79% | Reduce |
 ALTRIA GROUP INCMO |
| 0.46% | 0.45% | $981,793 | 13,645 | $900,382 | 13,644 | +1+0.01% | Add |
| IISHARES RUSSELLIWF |
| 0.45% | 0.43% | $970,979 | 7,820 | $856,170 | 2,008 | +5,812+289.44% | Add |
| IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.44% | 0.38% | $934,435 | 5,232 | $757,123 | 5,232 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.43% | 0.43% | $922,592 | 7,180 | $863,576 | 7,179 | +1+0.01% | Add |
 LOEWS CORPL |
| 0.42% | 0.43% | $903,303 | 7,979 | $851,678 | 7,979 | 00.00% | Unchanged |
| FFIDELITY GREENWOOD STREET TRFHEQ |
| 0.41% | 0.3% | $884,394 | 26,857 | $603,980 | 20,530 | +6,327+30.82% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.41% | 0.42% | $875,905 | 16,338 | $833,988 | 16,893 | -555-3.29% | Reduce |
 GE AEROSPACEGE |
| 0.4% | 0.33% | $866,878 | 2,320 | $657,472 | 2,317 | +3+0.13% | Add |
 GE VERNOVA INCGEV |
| 0.4% | 0.34% | $861,438 | 733 | $683,613 | 783 | -50-6.39% | Reduce |
