ALPHABET INC GOOGL
5.36% 4.59% $19.3M 53,956 $12.7M 44,171 +9,785 +22.15% Add NVIDIA CORPORATION NVDA
4.8% 4.44% $17.3M 86,317 $12.3M 70,429 +15,888 +22.56% Add APPLE INC AAPL
4.44% 4.03% $16.0M 55,146 $11.2M 43,983 +11,163 +25.38% Add MICROSOFT CORP MSFT
4.15% 4.39% $14.9M 40,008 $12.2M 32,877 +7,131 +21.69% Add BERKSHIRE HATHAWAY INC DEL BRK.B
2.63% 2.62% $9.4M 18,866 $7.2M 15,127 +3,739 +24.72% Add VISA INC V
1.89% 1.64% $6.8M 19,761 $4.5M 15,002 +4,759 +31.72% Add ELI LILLY & CO LLY
1.86% 1.58% $6.7M 5,580 $4.4M 4,745 +835 +17.60% Add BROADCOM INC AVGO
1.8% 1.41% $6.5M 17,100 $3.9M 12,640 +4,460 +35.28% Add V VANGUARD SPECIALIZED FUNDS VIG
1.59% 1.73% $5.7M 24,228 $4.8M 22,336 +1,892 +8.47% Add JOHNSON & JOHNSON JNJ
1.58% 1.74% $5.7M 22,360 $4.8M 19,700 +2,660 +13.50% Add JPMORGAN CHASE & CO JPM
1.52% 1.72% $5.5M 16,655 $4.8M 16,156 +499 +3.09% Add AMAZON COM INC AMZN
1.39% 1.3% $5.0M 20,957 $3.6M 17,227 +3,730 +21.65% Add META PLATFORMS INC META
1.33% 1.15% $4.8M 8,458 $3.2M 5,587 +2,871 +51.39% Add S STATE STR SPDR S&P 500 ETF T SPY
1.27% 2.1% $4.6M 6,137 $5.8M 8,946 -2,809 -31.40% Reduce EATON CORP PLC ETN
1.24% 1.18% $4.5M 10,480 $3.3M 9,149 +1,331 +14.55% Add WW GRAINGER INC GWW
1.18% 0.86% $4.3M 3,132 $2.4M 2,194 +938 +42.75% Add MASTERCARD INCORPORATED MA
1.05% 1.13% $3.8M 7,377 $3.1M 6,267 +1,110 +17.71% Add MCKESSON CORP COM MCK
1.04% 1.21% $3.7M 4,932 $3.4M 3,884 +1,048 +26.98% Add I ISHARES TR IWD
1.01% 1.24% $3.6M 14,929 $3.4M 16,027 -1,098 -6.85% Reduce STRYKER CORPORATION SYK
0.98% 0.99% $3.5M 11,183 $2.8M 8,369 +2,814 +33.62% Add T TEXAS PACIFIC LAND CORPORATI TPL
0.97% 1.38% $3.5M 7,954 $3.8M 8,040 -86 -1.07% Reduce WALMART INC WMT
0.96% 1.26% $3.4M 30,439 $3.5M 28,017 +2,422 +8.64% Add I ISHARES TR IVV
0.95% 0.91% $3.4M 4,577 $2.5M 3,875 +702 +18.12% Add EXXON MOBIL CORP XOM
0.95% 1.4% $3.4M 24,901 $3.9M 22,929 +1,972 +8.60% Add S STATE STREET SPYM
0.91% 0.7% $3.3M 37,161 $1.9M 25,375 +11,786 +46.45% Add APPLIED MATLS INC AMAT
0.91% — $3.3M 4,507 $0 0 +4,507 New Buy HOME DEPOT INC HD
0.87% 0.49% $3.1M 8,866 $1.4M 4,166 +4,700 +112.82% Add MICRON TECHNOLOGY INC MU
0.85% 0.08% $3.1M 2,651 $219,934 651 +2,000 +307.22% Add I ISHARES TR IUSB
0.72% 0.6% $2.6M 55,822 $1.7M 36,148 +19,674 +54.43% Add QUANTA SVCS INC PWR
0.71% 0.73% $2.5M 3,534 $2.0M 3,663 -129 -3.52% Reduce I INVESCO S&P SPHQ
0.7% 0.73% $2.5M 27,964 $2.0M 26,729 +1,235 +4.62% Add RTX CORPORATION RTX
0.68% 0.66% $2.4M 12,898 $1.8M 9,458 +3,440 +36.37% Add CHEVRON CORPORATION CVX
0.66% 0.96% $2.4M 14,275 $2.7M 12,852 +1,423 +11.07% Add I ISHARES CORE IJR
0.61% 0.65% $2.2M 14,809 $1.8M 14,466 +343 +2.37% Add J J P MORGAN EXCHANGE TRADED F JEPQ
0.6% 0.69% $2.2M 35,269 $1.9M 34,320 +949 +2.77% Add I INVESCO CURRENCYSHARES EURO FXE
0.6% 0.92% $2.1M 20,347 $2.5M 23,857 -3,510 -14.71% Reduce CONOCOPHILLIPS COP
0.59% 1.02% $2.1M 20,454 $2.8M 21,460 -1,006 -4.69% Reduce AMPHENOL CORP APH
0.56% 0.38% $2.0M 11,344 $1.0M 8,276 +3,068 +37.07% Add S&P GLOBAL INC SPGI
0.53% 0.59% $1.9M 4,656 $1.6M 3,835 +821 +21.41% Add W WISDOMTREE TR DLN
0.52% 0.64% $1.9M 19,569 $1.8M 19,713 -144 -0.73% Reduce I ISHARES TR IVW
0.52% 0.55% $1.9M 13,630 $1.5M 13,463 +167 +1.24% Add CISCO SYS INC CSCO
0.51% 0.38% $1.8M 15,544 $1.0M 13,444 +2,100 +15.62% Add B BLACKROCK ETF TRUST DYNF
0.5% 0.54% $1.8M 26,198 $1.5M 25,670 +528 +2.06% Add N NEXTERA ENERGY INC NEE
0.49% 0.56% $1.8M 20,048 $1.5M 16,644 +3,404 +20.45% Add ASML HLDG NV ASML
0.48% — $1.7M 874 $0 0 +874 New Buy G GLOBAL X FDS MLPX
0.48% 0.59% $1.7M 23,531 $1.6M 22,027 +1,504 +6.83% Add AMGEN INC COM AMGN
0.47% 0.46% $1.7M 4,679 $1.3M 3,583 +1,096 +30.59% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.46% 0.41% $1.7M 3,485 $1.1M 3,375 +110 +3.26% Add INTEL CORP INTC
0.46% 0.19% $1.6M 11,770 $516,144 11,696 +74 +0.63% Add DEERE & CO DE
0.46% 0.25% $1.6M 2,587 $692,296 1,229 +1,358 +110.50% Add 
