 APPLE INCAAPL |
| 9.84% | 9.3% | $16.8M | 58,176 | $13.0M | 51,337 | +6,839+13.32% | Add |
 CISCO SYS INCCSCO |
| 7.71% | 6.1% | $13.2M | 112,251 | $8.5M | 110,098 | +2,153+1.96% | Add |
 SOUTHERN COPPER CORPSCCO |
| 4.26% | 4.45% | $7.3M | 41,845 | $6.2M | 36,220 | +5,625+15.53% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 3.97% | 2.9% | $6.8M | 16,316 | $4.1M | 15,005 | +1,311+8.74% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.45% | 3.4% | $5.9M | 8,592 | $4.8M | 7,983 | +609+7.63% | Add |
 PHILIP MORRIS INTL INCPM |
| 3.35% | 3.53% | $5.7M | 31,698 | $4.9M | 29,890 | +1,808+6.05% | Add |
 AMERICAN EXPRESS COAXP |
| 3.24% | 3.7% | $5.5M | 16,405 | $5.2M | 17,134 | -729-4.25% | Reduce |
 DISNEY WALT CODIS |
| 3.15% | 3.74% | $5.4M | 55,916 | $5.2M | 54,417 | +1,499+2.75% | Add |
 TEXAS INSTRS INCTXN |
| 3.11% | 2.51% | $5.3M | 17,816 | $3.5M | 18,102 | -286-1.58% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.88% | 3.38% | $4.9M | 19,405 | $4.7M | 19,386 | +19+0.10% | Add |
 ALTRIA GROUP INCMO |
| 2.86% | 2.97% | $4.9M | 68,079 | $4.2M | 63,081 | +4,998+7.92% | Add |
 COCA COLA COKO |
| 2.85% | 2.92% | $4.9M | 59,886 | $4.1M | 53,784 | +6,102+11.35% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.67% | 2.89% | $4.6M | 6,125 | $4.1M | 6,237 | -112-1.80% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 2.38% | 3.14% | $4.1M | 96,074 | $4.4M | 87,556 | +8,518+9.73% | Add |
 VISA INCV |
| 2.35% | 2.14% | $4.0M | 11,698 | $3.0M | 9,921 | +1,777+17.91% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.32% | 2.22% | $4.0M | 14,120 | $3.1M | 12,815 | +1,305+10.18% | Add |
 CONOCOPHILLIPSCOP |
| 2.04% | 2.98% | $3.5M | 33,517 | $4.2M | 31,669 | +1,848+5.84% | Add |
 EOG RES INCEOG |
| 1.92% | 2.4% | $3.3M | 25,360 | $3.4M | 23,249 | +2,111+9.08% | Add |
 MERCK & CO INCMRK |
| 1.8% | 2.16% | $3.1M | 23,994 | $3.0M | 25,115 | -1,121-4.46% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.76% | 1.54% | $3.0M | 15,783 | $2.2M | 16,195 | -412-2.54% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.74% | 1.91% | $3.0M | 9,085 | $2.7M | 9,085 | 00.00% | Unchanged |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.73% | 1.8% | $3.0M | 41,100 | $2.5M | 41,748 | -648-1.55% | Reduce |
| SSTATE STREETXLI |
| 1.64% | 1.66% | $2.8M | 15,139 | $2.3M | 14,401 | +738+5.12% | Add |
 APPLIED MATLS INCAMAT |
| 1.62% | — | $2.8M | 3,825 | $0 | 0 | +3,825 | New Buy |
| SSELECT SECTOR SPDR TRXLP |
| 1.56% | — | $2.7M | 32,094 | $0 | 0 | +32,094 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.54% | 0.74% | $2.6M | 2,285 | $1.0M | 3,051 | -766-25.11% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.47% | 0.16% | $2.5M | 47,368 | $222,068 | 3,625 | +43,743+1,206.70% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.46% | 1.45% | $2.5M | 23,279 | $2.0M | 20,647 | +2,632+12.75% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.24% | 1.13% | $2.1M | 10,606 | $1.6M | 9,092 | +1,514+16.65% | Add |
 SALESFORCE INCCRM |
| 1.2% | 1.83% | $2.0M | 13,078 | $2.6M | 13,730 | -652-4.75% | Reduce |
 FORTINET INCFTNT |
| 1.18% | 0.77% | $2.0M | 13,141 | $1.1M | 13,221 | -80-0.61% | Reduce |
 ELI LILLY & COLLY |
| 1.16% | 1.09% | $2.0M | 1,659 | $1.5M | 1,658 | +1+0.06% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.03% | 0.18% | $1.8M | 2,767 | $252,908 | 935 | +1,832+195.94% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 1.01% | — | $1.7M | 9,218 | $0 | 0 | +9,218 | New Buy |
| VVANGUARD WORLD FDMGV |
| 0.96% | 0.96% | $1.6M | 10,024 | $1.3M | 9,254 | +770+8.32% | Add |
| VVANGUARD MIDVO |
| 0.89% | 0.89% | $1.5M | 18,992 | $1.2M | 4,337 | +14,655+337.91% | Add |
 EXPEDIA GROUP INCEXPE |
| 0.89% | — | $1.5M | 5,951 | $0 | 0 | +5,951 | New Buy |
| SSCHWAB USSCHA |
| 0.88% | 0.79% | $1.5M | 41,485 | $1.1M | 37,980 | +3,505+9.23% | Add |
 META PLATFORMS INCMETA |
| 0.75% | 0.73% | $1.3M | 2,279 | $1.0M | 1,778 | +501+28.18% | Add |
 IDEXX LABS INC COMIDXX |
| 0.73% | 0.65% | $1.2M | 2,369 | $910,262 | 1,620 | +749+46.23% | Add |
| FFIRST TR EXCHNG TRADED FD VIDDEC |
| 0.67% | 0.72% | $1.2M | 24,335 | $1.0M | 22,655 | +1,680+7.42% | Add |
 CATERPILLAR INCCAT |
| 0.62% | 0.52% | $1.1M | 994 | $733,256 | 1,035 | -41-3.96% | Reduce |
| FFIRST TR EXCHNG TRADED FD VIDAUG |
| 0.56% | 0.59% | $952,687 | 20,336 | $831,679 | 19,096 | +1,240+6.49% | Add |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRILDAPR |
| 0.55% | 0.6% | $937,869 | 22,942 | $837,239 | 21,055 | +1,887+8.96% | Add |
 GERMAN AMERN BANCORP INCGABC |
| 0.53% | 0.56% | $898,465 | 18,931 | $791,126 | 18,931 | 00.00% | Unchanged |
| PPROSHARES TRNOBL |
| 0.41% | 0.46% | $702,370 | 12,506 | $644,753 | 6,082 | +6,424+105.62% | Add |
 MICROSOFT CORPMSFT |
| 0.34% | 0.41% | $578,247 | 1,550 | $581,210 | 1,570 | -20-1.27% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.3% | 0.18% | $512,196 | 1,182 | $252,760 | 1,183 | -1-0.08% | Reduce |
| TTERADYNE INCTER |
| 0.23% | — | $400,136 | 827 | $0 | 0 | +827 | New Buy |
 ALPHABET INCGOOGL |
| 0.2% | 0.19% | $349,869 | 979 | $270,310 | 940 | +39+4.15% | Add |
