 ALPHABET INCGOOGL |
| 7.05% | 6.2% | $33.5M | 93,680 | $27.2M | 94,530 | -850-0.90% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.5% | 5.04% | $26.1M | 130,657 | $22.1M | 126,623 | +4,034+3.19% | Add |
 APPLE INCAAPL |
| 5.49% | 5.26% | $26.1M | 90,157 | $23.1M | 90,854 | -697-0.77% | Reduce |
 JPMORGAN CHASE & COJPM |
| 5.31% | 5.16% | $25.2M | 77,075 | $22.6M | 76,870 | +205+0.27% | Add |
 WALMART INCWMT |
| 4.41% | 5.28% | $21.0M | 185,044 | $23.1M | 186,214 | -1,170-0.63% | Reduce |
 AMAZON COM INCAMZN |
| 3.85% | 3.66% | $18.3M | 76,680 | $16.0M | 77,063 | -383-0.50% | Reduce |
 MICROSOFT CORPMSFT |
| 3.47% | 3.49% | $16.5M | 44,199 | $15.3M | 41,279 | +2,920+7.07% | Add |
 CATERPILLAR INCCAT |
| 2.6% | 1.92% | $12.3M | 11,582 | $8.4M | 11,878 | -296-2.49% | Reduce |
 VISA INCV |
| 2.41% | 2.28% | $11.5M | 33,425 | $10.0M | 33,030 | +395+1.20% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.36% | 2.23% | $11.2M | 11,069 | $9.8M | 11,580 | -511-4.41% | Reduce |
 ABBVIE INCABBV |
| 2.22% | 2.08% | $10.6M | 41,935 | $9.1M | 41,888 | +47+0.11% | Add |
 MCDONALDS CORPMCD |
| 1.9% | 2.33% | $9.0M | 33,453 | $10.2M | 32,818 | +635+1.93% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.74% | 1.86% | $8.3M | 65,330 | $8.1M | 62,160 | +3,170+5.10% | Add |
 ROCKWELL AUTOMATION INCROK |
| 1.45% | 1.17% | $6.9M | 13,920 | $5.1M | 14,308 | -388-2.71% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.43% | 1.42% | $6.8M | 13,551 | $6.2M | 12,971 | +580+4.47% | Add |
 PEPSICO INCPEP |
| 1.43% | 1.75% | $6.8M | 50,006 | $7.7M | 49,376 | +630+1.28% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.4% | 1.47% | $6.6M | 26,121 | $6.4M | 26,375 | -254-0.96% | Reduce |
 MERCK & CO INCMRK |
| 1.23% | 1.22% | $5.8M | 45,420 | $5.3M | 44,379 | +1,041+2.35% | Add |
 PROCTER & GAMBLE COPG |
| 1.21% | 1.28% | $5.8M | 39,289 | $5.6M | 38,788 | +501+1.29% | Add |
 TRUIST FINL CORPTFC |
| 1.21% | 1.26% | $5.8M | 115,450 | $5.5M | 120,615 | -5,165-4.28% | Reduce |
 DEERE & CODE |
| 1.1% | 1.06% | $5.2M | 8,261 | $4.6M | 8,211 | +50+0.61% | Add |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 1.06% | 1.03% | $5.0M | 173,802 | $4.5M | 179,198 | -5,396-3.01% | Reduce |
 HOME DEPOT INCHD |
| 1.01% | 0.98% | $4.8M | 13,653 | $4.3M | 13,106 | +547+4.17% | Add |
 LOWES COS INC COMLOW |
| 0.99% | 1.1% | $4.7M | 21,343 | $4.8M | 20,377 | +966+4.74% | Add |
 ROYAL BK CDA COMRY |
| 0.91% | 0.78% | $4.3M | 20,899 | $3.4M | 21,165 | -266-1.26% | Reduce |
 PALO ALTOPANW |
| 0.88% | 0.44% | $4.2M | 12,312 | $1.9M | 11,897 | +415+3.49% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.84% | 0.39% | $4.0M | 5,236 | $1.7M | 4,391 | +845+19.24% | Add |
 CHEVRON CORPORATIONCVX |
| 0.79% | 1.11% | $3.8M | 22,755 | $4.9M | 23,612 | -857-3.63% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.79% | 0.42% | $3.7M | 5,159 | $1.8M | 5,329 | -170-3.19% | Reduce |
 EMERSON ELEC COEMR |
| 0.76% | 0.72% | $3.6M | 25,182 | $3.1M | 23,952 | +1,230+5.14% | Add |
 RTX CORPORATIONRTX |
| 0.76% | 0.82% | $3.6M | 18,988 | $3.6M | 18,682 | +306+1.64% | Add |
 ELI LILLY & COLLY |
| 0.75% | 0.35% | $3.6M | 2,960 | $1.5M | 1,651 | +1,309+79.29% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.74% | 0.85% | $3.5M | 3,752 | $3.7M | 3,731 | +21+0.56% | Add |
 3M CO COMMMM |
| 0.7% | 0.63% | $3.3M | 20,427 | $2.8M | 19,092 | +1,335+6.99% | Add |
 CUMMINS INCCMI |
| 0.69% | 0.64% | $3.3M | 4,582 | $2.8M | 5,199 | -617-11.87% | Reduce |
| SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.68% | 0.67% | $3.2M | 103,246 | $2.9M | 105,806 | -2,560-2.42% | Reduce |
 COCA COLA COKO |
| 0.66% | 0.67% | $3.2M | 38,844 | $2.9M | 38,470 | +374+0.97% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCS |
| 0.64% | 0.6% | $3.0M | 148,307 | $2.7M | 129,857 | +18,450+14.21% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.64% | 0.23% | $3.0M | 2,615 | $1.0M | 2,961 | -346-11.69% | Reduce |
 ALTRIA GROUP INCMO |
| 0.6% | 0.58% | $2.8M | 39,358 | $2.6M | 38,732 | +626+1.62% | Add |
| IISHARES GOLD TRIAU |
| 0.59% | 0.76% | $2.8M | 37,083 | $3.3M | 37,624 | -541-1.44% | Reduce |
 META PLATFORMS INCMETA |
| 0.59% | 0.62% | $2.8M | 4,954 | $2.7M | 4,749 | +205+4.32% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.58% | 0.45% | $2.7M | 80,756 | $2.0M | 67,988 | +12,768+18.78% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.51% | 0.66% | $2.4M | 6,090 | $2.9M | 6,254 | -164-2.62% | Reduce |
| BBARRICK MNG CORPGOLD |
| 0.49% | 0.6% | $2.3M | 62,972 | $2.6M | 64,371 | -1,399-2.17% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.48% | 0.65% | $2.3M | 25,393 | $2.9M | 27,805 | -2,412-8.67% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.48% | 0.46% | $2.3M | 24,877 | $2.0M | 21,269 | +3,608+16.96% | Add |
| AADAMS NATURALPEO |
| 0.47% | 0.57% | $2.2M | 90,616 | $2.5M | 89,504 | +1,112+1.24% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.47% | 0.5% | $2.2M | 43,770 | $2.2M | 43,775 | -5-0.01% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.45% | 0.48% | $2.2M | 67,963 | $2.1M | 68,237 | -274-0.40% | Reduce |
