| BBLACKROCK ETF TRUST IIBINC |
| 5.46% | 5.38% | $30.5M | 582,449 | $28.6M | 551,018 | +31,431+5.70% | Add |
| VVANGUARD BD INDEX FDSBLV |
| 4.58% | 4.41% | $25.5M | 370,423 | $23.4M | 340,500 | +29,923+8.79% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.34% | 4.19% | $24.2M | 120,965 | $22.3M | 127,632 | -6,667-5.22% | Reduce |
| IISHARES TRTLT |
| 3.53% | 3.38% | $19.7M | 228,180 | $17.9M | 207,051 | +21,129+10.20% | Add |
| IISHARES TRHYG |
| 3.45% | 3.64% | $19.3M | 241,084 | $19.4M | 243,418 | -2,334-0.96% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 3.3% | 2.27% | $18.4M | 44,271 | $12.1M | 44,613 | -342-0.77% | Reduce |
 QUANTA SVCS INCPWR |
| 3.27% | 2.72% | $18.3M | 25,347 | $14.4M | 26,287 | -940-3.58% | Reduce |
| IISHARES TRLQD |
| 3.03% | 5.78% | $16.9M | 155,252 | $30.7M | 281,664 | -126,412-44.88% | Reduce |
 ALPHABET INCGOOGL |
| 2.99% | 2.56% | $16.7M | 46,706 | $13.6M | 47,330 | -624-1.32% | Reduce |
 MICROSOFT CORPMSFT |
| 2.89% | 2.67% | $16.1M | 43,190 | $14.2M | 38,363 | +4,827+12.58% | Add |
 AMAZON COM INCAMZN |
| 2.58% | 2.35% | $14.4M | 60,390 | $12.5M | 59,845 | +545+0.91% | Add |
 TESLA INCTSLA |
| 2.53% | 2.44% | $14.1M | 33,513 | $13.0M | 34,855 | -1,342-3.85% | Reduce |
 ELI LILLY & COLLY |
| 2.34% | 1.9% | $13.1M | 10,899 | $10.1M | 10,962 | -63-0.57% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 2.33% | 2.31% | $13.0M | 206,521 | $12.3M | 208,929 | -2,408-1.15% | Reduce |
| SSTRATEGY INCMSTR |
| 2.21% | 3.16% | $12.4M | 142,149 | $16.8M | 134,681 | +7,468+5.54% | Add |
 APPLE INCAAPL |
| 2.13% | 1.99% | $11.9M | 41,062 | $10.6M | 41,631 | -569-1.37% | Reduce |
 3M CO COMMMM |
| 2.11% | 1.52% | $11.7M | 72,570 | $8.1M | 55,741 | +16,829+30.19% | Add |
| QQUANTINUUM INCQNT |
| 1.88% | — | $10.5M | 128,525 | $0 | 0 | +128,525 | New Buy |
 LOUISIANA PAC CORPLPX |
| 1.84% | 1.49% | $10.3M | 130,669 | $7.9M | 108,804 | +21,865+20.10% | Add |
 VISA INCV |
| 1.83% | 1.69% | $10.2M | 29,728 | $9.0M | 29,696 | +32+0.11% | Add |
 BOEING COBA |
| 1.78% | 1.71% | $10.0M | 46,013 | $9.1M | 45,672 | +341+0.75% | Add |
 EXXON MOBIL CORPXOM |
| 1.72% | 2.29% | $9.6M | 70,113 | $12.2M | 71,751 | -1,638-2.28% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.57% | — | $8.7M | 99,584 | $0 | 0 | +99,584 | New Buy |
| BBITMINE IMMERSION TECHS INCBMNR |
| 1.46% | 2.09% | $8.2M | 613,431 | $11.1M | 561,699 | +51,732+9.21% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.36% | 2.75% | $7.6M | 228,483 | $14.6M | 379,872 | -151,389-39.85% | Reduce |
 BROADCOM INCAVGO |
| 1.17% | 1.06% | $6.5M | 17,335 | $5.7M | 18,266 | -931-5.10% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.91% | 0.97% | $5.1M | 5,193 | $5.2M | 5,783 | -590-10.20% | Reduce |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.83% | 0.92% | $4.6M | 55,482 | $4.9M | 66,921 | -11,439-17.09% | Reduce |
 NEWMONT CORPNEM |
| 0.82% | 1.01% | $4.6M | 49,272 | $5.4M | 49,817 | -545-1.09% | Reduce |
 CANADIAN NATL RY COCNI |
| 0.82% | 0.75% | $4.6M | 38,294 | $4.0M | 38,727 | -433-1.12% | Reduce |
 RTX CORPORATIONRTX |
| 0.81% | 0.87% | $4.5M | 23,822 | $4.6M | 23,945 | -123-0.51% | Reduce |
 CUMMINS INCCMI |
| 0.8% | 0.62% | $4.5M | 6,258 | $3.3M | 6,095 | +163+2.67% | Add |
| GGARMIN LTD SHSGRMN |
| 0.8% | 0.82% | $4.4M | 18,706 | $4.4M | 18,839 | -133-0.71% | Reduce |
 EATON CORP PLCETN |
| 0.79% | 0.69% | $4.4M | 10,319 | $3.7M | 10,275 | +44+0.43% | Add |
 JPMORGAN CHASE & COJPM |
| 0.75% | 0.69% | $4.2M | 12,801 | $3.6M | 12,404 | +397+3.20% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.74% | 0.61% | $4.1M | 37,789 | $3.2M | 33,521 | +4,268+12.73% | Add |
 ABBVIE INCABBV |
| 0.74% | 0.61% | $4.1M | 16,313 | $3.2M | 14,876 | +1,437+9.66% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.73% | 0.69% | $4.1M | 19,205 | $3.7M | 19,134 | +71+0.37% | Add |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.73% | 0.66% | $4.1M | 30,845 | $3.5M | 25,884 | +4,961+19.17% | Add |
 ECOLAB INCECL |
| 0.73% | 0.71% | $4.1M | 14,549 | $3.7M | 14,087 | +462+3.28% | Add |
 CORTEVA INC COMCTVA |
| 0.73% | 0.75% | $4.1M | 47,860 | $4.0M | 47,541 | +319+0.67% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.72% | 0.9% | $4.0M | 13,802 | $4.8M | 13,873 | -71-0.51% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.71% | — | $4.0M | 14,076 | $0 | 0 | +14,076 | New Buy |
 LOWES COS INC COMLOW |
| 0.7% | 0.7% | $3.9M | 17,651 | $3.7M | 15,762 | +1,889+11.98% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.7% | 0.82% | $3.9M | 15,618 | $4.4M | 15,669 | -51-0.33% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.69% | 0.6% | $3.9M | 26,332 | $3.2M | 22,246 | +4,086+18.37% | Add |
 WALMART INCWMT |
| 0.69% | 0.77% | $3.8M | 33,848 | $4.1M | 33,030 | +818+2.48% | Add |
 MCDONALDS CORPMCD |
| 0.68% | 0.64% | $3.8M | 14,085 | $3.4M | 10,889 | +3,196+29.35% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.68% | 0.6% | $3.8M | 20,988 | $3.2M | 19,386 | +1,602+8.26% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.68% | 0.74% | $3.8M | 118,533 | $3.9M | 116,699 | +1,834+1.57% | Add |
