 ALPHABET INCGOOGL |
| 5.52% | 5.41% | $10.7M | 29,807 | $8.6M | 29,819 | -12-0.04% | Reduce |
 CATERPILLAR INCCAT |
| 5.32% | 4.27% | $10.3M | 9,649 | $6.8M | 9,553 | +96+1.00% | Add |
 JPMORGAN CHASE & COJPM |
| 5.03% | 4.79% | $9.7M | 29,658 | $7.6M | 25,795 | +3,863+14.98% | Add |
 APPLE INCAAPL |
| 5% | 5.25% | $9.7M | 33,351 | $8.3M | 32,795 | +556+1.70% | Add |
 INTEL CORPINTC |
| 4.98% | 2.92% | $9.6M | 68,887 | $4.6M | 105,013 | -36,126-34.40% | Reduce |
 BROADCOM INCAVGO |
| 4.85% | 4.81% | $9.4M | 24,766 | $7.6M | 24,639 | +127+0.52% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.68% | 4.92% | $9.0M | 45,104 | $7.8M | 44,720 | +384+0.86% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.62% | 3.22% | $8.9M | 7,721 | $5.1M | 15,106 | -7,385-48.89% | Reduce |
 AMAZON COM INCAMZN |
| 4.45% | 4.63% | $8.6M | 36,000 | $7.3M | 35,248 | +752+2.13% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 4.07% | 3.33% | $7.9M | 10,296 | $5.3M | 13,526 | -3,230-23.88% | Reduce |
 MICROSOFT CORPMSFT |
| 4.01% | 4.71% | $7.7M | 20,750 | $7.5M | 20,164 | +586+2.91% | Add |
 VISA INCV |
| 3.81% | 3.65% | $7.3M | 21,412 | $5.8M | 19,133 | +2,279+11.91% | Add |
 META PLATFORMS INCMETA |
| 3.66% | 4.19% | $7.1M | 12,536 | $6.6M | 11,604 | +932+8.03% | Add |
 AFLAC INC COMAFL |
| 3.5% | 3.4% | $6.8M | 57,627 | $5.4M | 49,125 | +8,502+17.31% | Add |
 ABBVIE INCABBV |
| 3.4% | 3.01% | $6.6M | 26,098 | $4.8M | 21,925 | +4,173+19.03% | Add |
 WASTE MGMT INC DELWM |
| 3.37% | 3.45% | $6.5M | 29,189 | $5.5M | 23,825 | +5,364+22.51% | Add |
 NETFLIX INCNFLX |
| 3.27% | 4.43% | $6.3M | 88,398 | $7.0M | 73,122 | +15,276+20.89% | Add |
 TESLA INCTSLA |
| 2.77% | 2.92% | $5.3M | 12,699 | $4.6M | 12,452 | +247+1.98% | Add |
 CHEVRON CORPORATIONCVX |
| 2.59% | 3.14% | $5.0M | 30,203 | $5.0M | 24,043 | +6,160+25.62% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.53% | 2.67% | $4.9M | 5,218 | $4.2M | 4,245 | +973+22.92% | Add |
 RESMED INCRMD |
| 2.46% | 2.59% | $4.8M | 24,405 | $4.1M | 18,288 | +6,117+33.45% | Add |
 MCDONALDS CORPMCD |
| 2.27% | 2.58% | $4.4M | 16,205 | $4.1M | 13,157 | +3,048+23.17% | Add |
 ABBOTT LABORATORIESABT |
| 2.19% | 2.18% | $4.2M | 46,582 | $3.5M | 33,685 | +12,897+38.29% | Add |
 SALESFORCE INCCRM |
| 2.07% | 2.7% | $4.0M | 25,444 | $4.3M | 22,943 | +2,501+10.90% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 1.82% | 1.9% | $3.5M | 26,642 | $3.0M | 22,117 | +4,525+20.46% | Add |
 PROCTER & GAMBLE COPG |
| 1.81% | 2.15% | $3.5M | 23,794 | $3.4M | 23,560 | +234+0.99% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.29% | 1.52% | $2.5M | 8,494 | $2.4M | 8,278 | +216+2.61% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.12% | 1.46% | $2.2M | 13,266 | $2.3M | 13,388 | -122-0.91% | Reduce |
| SSPDR SERIES TRUSTSPYG |
| 1.02% | 0.97% | $2.0M | 16,557 | $1.5M | 15,675 | +882+5.63% | Add |
| SSPDR SERIES TRUSTSPTM |
| 0.39% | 0.39% | $745,151 | 8,207 | $610,636 | 7,724 | +483+6.25% | Add |
| SSPDR SER TR S&PXSD |
| 0.31% | 0.19% | $589,741 | 946 | $305,028 | 935 | +11+1.18% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.28% | 0.36% | $534,518 | 5,793 | $570,627 | 6,072 | -279-4.59% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.27% | 0.38% | $515,026 | 1,003 | $603,395 | 1,208 | -205-16.97% | Reduce |
| SSPDR SERIES TRUSTXAR |
| 0.19% | 0.2% | $370,756 | 1,306 | $314,786 | 1,239 | +67+5.41% | Add |
 CARDINAL HEALTH INCCAH |
| 0.19% | 0.2% | $361,927 | 1,524 | $321,164 | 1,520 | +4+0.26% | Add |
| NNEOS ETF TRUSTSPYI |
| 0.18% | — | $349,230 | 6,578 | $0 | 0 | +6,578 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 0.18% | 0.31% | $343,720 | 1,622 | $486,412 | 2,482 | -860-34.65% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.17% | 0.16% | $335,275 | 2,805 | $250,888 | 360 | +2,445+679.17% | Add |
| CCHEMED CORP NEWCHE |
| 0.15% | 0.23% | $280,084 | 601 | $359,935 | 953 | -352-36.94% | Reduce |
| SSPDR SERIES TRUST STATE STREET S&P INSURANCE ETFKIE |
| 0.11% | — | $214,952 | 3,524 | $0 | 0 | +3,524 | New Buy |
 S&P GLOBAL INCSPGI |
| 0.11% | 0.31% | $206,816 | 508 | $495,323 | 1,165 | -657-56.39% | Reduce |
