| RRELIANCE INCRS |
| 12.91% | 11.6% | $29.3M | 78,350 | $25.5M | 78,350 | 00.00% | Unchanged |
APPLE INCAAPL |
| 6.24% | 5.62% | $14.2M | 48,916 | $12.3M | 45,671 | +3,245+7.11% | Add |
CHEVRON CORPORATIONCVX |
| 3.24% | 3.71% | $7.3M | 44,252 | $8.2M | 44,356 | -104-0.23% | Reduce |
NVIDIA CORPORATIONNVDA |
| 3.15% | 3.23% | $7.2M | 35,746 | $7.1M | 35,180 | +566+1.61% | Add |
| GGENELUX CORPORATIONGNLX |
| 3% | 2.69% | $6.8M | 2.3M | $5.9M | 2.1M | +144,925+6.85% | Add |
WELLS FARGO CO NEWWFC |
| 2.76% | 2.8% | $6.3M | 75,643 | $6.2M | 75,665 | -22-0.03% | Reduce |
ALPHABET INCGOOGL |
| 2.2% | 2.15% | $5.0M | 13,973 | $4.7M | 13,829 | +144+1.04% | Add |
| PPROSHARES TRQLD |
| 2.19% | — | $5.0M | 51,230 | $0 | 0 | +51,230 | New Buy |
AMAZON COM INCAMZN |
| 2.14% | 2.24% | $4.8M | 20,310 | $4.9M | 19,656 | +654+3.33% | Add |
JOHNSON & JOHNSONJNJ |
| 1.73% | 1.66% | $3.9M | 15,466 | $3.6M | 15,570 | -104-0.67% | Reduce |
MICROSOFT CORPMSFT |
| 1.64% | 1.88% | $3.7M | 9,988 | $4.1M | 9,760 | +228+2.34% | Add |
CATERPILLAR INCCAT |
| 1.59% | 1.51% | $3.6M | 3,394 | $3.3M | 4,183 | -789-18.86% | Reduce |
LAM RESEARCH CORPLRCX |
| 1.59% | 1.02% | $3.6M | 8,301 | $2.3M | 8,410 | -109-1.30% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.45% | 1.47% | $3.3M | 10,056 | $3.2M | 10,438 | -382-3.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.31% | 1.31% | $3.0M | 8,407 | $2.9M | 8,468 | -61-0.72% | Reduce |
META PLATFORMS INCMETA |
| 1.25% | 1.57% | $2.8M | 5,030 | $3.5M | 5,011 | +19+0.38% | Add |
BROADCOM INCAVGO |
| 1.25% | 1.35% | $2.8M | 7,484 | $3.0M | 7,305 | +179+2.45% | Add |
CISCO SYS INCCSCO |
| 1.12% | 0.99% | $2.5M | 21,607 | $2.2M | 25,195 | -3,588-14.24% | Reduce |
WALMART INCWMT |
| 1.01% | 1.2% | $2.3M | 20,188 | $2.6M | 20,724 | -536-2.59% | Reduce |
| BBANK OF AMER CORPBAC |
| 1% | 0.99% | $2.3M | 39,668 | $2.2M | 40,315 | -647-1.60% | Reduce |
ABBVIE INCABBV |
| 0.99% | 0.85% | $2.2M | 8,887 | $1.9M | 8,925 | -38-0.43% | Reduce |
AMGEN INC COMAMGN |
| 0.98% | 1% | $2.2M | 6,163 | $2.2M | 6,189 | -26-0.42% | Reduce |
CROWDSTRIKE HLDGS INCCRWD |
| 0.91% | 0.52% | $2.1M | 2,713 | $1.2M | 2,713 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.91% | 0.85% | $2.1M | 7,320 | $1.9M | 7,351 | -31-0.42% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.83% | 0.35% | $1.9M | 1,630 | $765,672 | 1,683 | -53-3.15% | Reduce |
PARKER-HANNIFIN CORPPH |
| 0.82% | 0.85% | $1.9M | 1,903 | $1.9M | 1,879 | +24+1.28% | Add |
PROCTER & GAMBLE COPG |
| 0.81% | 0.84% | $1.8M | 12,578 | $1.9M | 12,632 | -54-0.43% | Reduce |
HOME DEPOT INCHD |
| 0.78% | 0.8% | $1.8M | 5,036 | $1.8M | 5,053 | -17-0.34% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.75% | 0.28% | $1.7M | 14,211 | $608,213 | 755 | +13,456+1,782.25% | Add |
VERIZON COMMUNICATIONS INCVZ |
| 0.73% | 0.85% | $1.7M | 39,131 | $1.9M | 40,206 | -1,075-2.67% | Reduce |
SITIME CORPSITM |
| 0.67% | 0.47% | $1.5M | 2,042 | $1.0M | 2,040 | +2+0.10% | Add |
PHILIP MORRIS INTL INCPM |
| 0.67% | 0.61% | $1.5M | 8,411 | $1.3M | 8,534 | -123-1.44% | Reduce |
| GGRANITESHARES ETF TRNVDL |
| 0.67% | 0.74% | $1.5M | 51,000 | $1.6M | 17,000 | +34,000+200.00% | Add |
MERCK & CO INCMRK |
| 0.66% | 0.63% | $1.5M | 11,619 | $1.4M | 11,635 | -16-0.14% | Reduce |
| VVANGUARD WORLD FDVIS |
| 0.62% | 0.67% | $1.4M | 3,891 | $1.5M | 4,386 | -495-11.29% | Reduce |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 0.6% | 0.56% | $1.4M | 16,746 | $1.2M | 16,546 | +200+1.21% | Add |
PALO ALTOPANW |
| 0.59% | 0.3% | $1.3M | 3,919 | $662,840 | 3,949 | -30-0.76% | Reduce |
| AAT&T INCT |
| 0.55% | 0.72% | $1.2M | 59,964 | $1.6M | 60,024 | -60-0.10% | Reduce |
CONOCOPHILLIPSCOP |
| 0.54% | 0.62% | $1.2M | 11,754 | $1.4M | 11,764 | -10-0.09% | Reduce |
METLIFE INC COMMET |
| 0.52% | 0.5% | $1.2M | 13,942 | $1.1M | 14,028 | -86-0.61% | Reduce |
| VVANGUARD HEALTHVHT |
| 0.52% | 0.55% | $1.2M | 3,943 | $1.2M | 4,377 | -434-9.92% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.52% | 0.51% | $1.2M | 8,125 | $1.1M | 8,252 | -127-1.54% | Reduce |
ALTRIA GROUP INCMO |
| 0.51% | 0.47% | $1.2M | 16,102 | $1.0M | 16,189 | -87-0.54% | Reduce |
BLACKROCK INC COMBLK |
| 0.51% | 0.58% | $1.1M | 1,195 | $1.3M | 1,220 | -25-2.05% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.49% | — | $1.1M | 2,558 | $0 | 0 | +2,558 | New Buy |
KINDER MORGAN INC DEL COMKMI |
| 0.48% | 0.5% | $1.1M | 33,769 | $1.1M | 34,165 | -396-1.16% | Reduce |
TESLA INCTSLA |
| 0.46% | 0.43% | $1.0M | 2,495 | $942,258 | 2,352 | +143+6.08% | Add |
| VVANGUARD WORLD FDVDC |
| 0.46% | 0.54% | $1.0M | 4,627 | $1.2M | 5,219 | -592-11.34% | Reduce |
| VVANGUARD WORLD FDVPU |
| 0.44% | 0.52% | $1.0M | 5,134 | $1.1M | 5,757 | -623-10.82% | Reduce |
RTX CORPORATIONRTX |
| 0.44% | 0.49% | $1.0M | 5,272 | $1.1M | 5,481 | -209-3.81% | Reduce |