 ALPHABET INCGOOGL |
| 2.83% | 2.59% | $29.0M | 81,020 | $23.6M | 82,121 | -1,101-1.34% | Reduce |
 APPLE INCAAPL |
| 2.56% | 2.42% | $26.2M | 90,657 | $22.0M | 86,777 | +3,880+4.47% | Add |
 CISCO SYS INCCSCO |
| 2.39% | 1.8% | $24.5M | 208,523 | $16.4M | 211,432 | -2,909-1.38% | Reduce |
| PPROSHARES TRQLD |
| 2.26% | 1.68% | $23.2M | 239,602 | $15.3M | 250,901 | -11,299-4.50% | Reduce |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 2.26% | 1.39% | $23.1M | 36,103 | $12.7M | 38,554 | -2,451-6.36% | Reduce |
| PPROSHARES TRREGL |
| 2.09% | 2.17% | $21.4M | 233,281 | $19.7M | 228,310 | +4,971+2.18% | Add |
 MICROSOFT CORPMSFT |
| 2.06% | 2.31% | $21.1M | 56,630 | $21.0M | 56,765 | -135-0.24% | Reduce |
| PPROSHARES TRNOBL |
| 1.9% | 2.03% | $19.5M | 346,834 | $18.4M | 174,026 | +172,808+99.30% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.79% | 1.37% | $18.3M | 96,147 | $12.5M | 93,819 | +2,328+2.48% | Add |
 VISA INCV |
| 1.71% | 1.65% | $17.6M | 51,196 | $15.1M | 49,847 | +1,349+2.71% | Add |
 WW GRAINGER INCGWW |
| 1.64% | 1.4% | $16.8M | 12,363 | $12.7M | 11,687 | +676+5.78% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 1.74% | $16.1M | 63,494 | $15.9M | 64,917 | -1,423-2.19% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.56% | 1.87% | $16.0M | 50,810 | $17.0M | 51,726 | -916-1.77% | Reduce |
| PPROSHARES TRSSO |
| 1.5% | 1.32% | $15.4M | 228,618 | $12.1M | 232,286 | -3,668-1.58% | Reduce |
 ABBVIE INCABBV |
| 1.47% | 1.38% | $15.0M | 59,705 | $12.6M | 58,003 | +1,702+2.93% | Add |
 WALMART INCWMT |
| 1.43% | 1.78% | $14.6M | 129,229 | $16.2M | 130,385 | -1,156-0.89% | Reduce |
| PPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFSMDV |
| 1.41% | 1.44% | $14.5M | 187,697 | $13.1M | 190,213 | -2,516-1.32% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.39% | 1.53% | $14.3M | 27,746 | $14.0M | 27,945 | -199-0.71% | Reduce |
 CVS HEALTH CORPCVS |
| 1.3% | 0.78% | $13.3M | 128,684 | $7.1M | 98,684 | +30,000+30.40% | Add |
 BROADCOM INCAVGO |
| 1.26% | 1.11% | $12.9M | 34,043 | $10.1M | 32,595 | +1,448+4.44% | Add |
 BLACKROCK INC COMBLK |
| 1.2% | 1.28% | $12.3M | 12,835 | $11.7M | 12,138 | +697+5.74% | Add |
 MCKESSON CORP COMMCK |
| 1.2% | 1.5% | $12.3M | 16,247 | $13.7M | 15,837 | +410+2.59% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.18% | 1.22% | $12.1M | 225,984 | $11.1M | 224,603 | +1,381+0.61% | Add |
 ECOLAB INCECL |
| 1.15% | 1.25% | $11.8M | 42,433 | $11.4M | 42,890 | -457-1.07% | Reduce |
 DOMINION ENERGY INCD |
| 1.1% | 1.08% | $11.2M | 164,586 | $9.9M | 159,465 | +5,121+3.21% | Add |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.1% | 1.17% | $11.2M | 221,722 | $10.6M | 210,516 | +11,206+5.32% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.06% | 0.62% | $10.9M | 26,164 | $5.7M | 20,932 | +5,232+25.00% | Add |
 SYSCO CORP COMSYY |
| 1.04% | 1.08% | $10.6M | 126,900 | $9.8M | 137,654 | -10,754-7.81% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.01% | 1.07% | $10.4M | 29,333 | $9.7M | 28,289 | +1,044+3.69% | Add |
 AMGEN INC COMAMGN |
| 1% | 1.05% | $10.3M | 28,421 | $9.5M | 27,113 | +1,308+4.82% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.98% | 1.07% | $10.1M | 29,301 | $9.7M | 30,279 | -978-3.23% | Reduce |
 INTEL CORPINTC |
| 0.97% | 0.35% | $9.9M | 71,194 | $3.2M | 72,354 | -1,160-1.60% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.96% | 0.98% | $9.8M | 62,038 | $9.0M | 61,124 | +914+1.50% | Add |
| IISHARES TRSGOV |
| 0.95% | 2% | $9.7M | 96,660 | $18.2M | 180,867 | -84,207-46.56% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.95% | 1.14% | $9.7M | 182,863 | $10.4M | 169,584 | +13,279+7.83% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.95% | 1.01% | $9.7M | 207,262 | $9.2M | 195,919 | +11,343+5.79% | Add |
 AFLAC INC COMAFL |
| 0.92% | 0.94% | $9.4M | 80,117 | $8.5M | 77,832 | +2,285+2.94% | Add |
 LOWES COS INC COMLOW |
| 0.9% | 1.19% | $9.2M | 41,701 | $10.9M | 45,969 | -4,268-9.28% | Reduce |
| FFASTENAL CO COMFAST |
| 0.88% | 0.88% | $9.0M | 187,389 | $8.0M | 173,120 | +14,269+8.24% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.88% | 0.8% | $9.0M | 176,882 | $7.3M | 145,903 | +30,979+21.23% | Add |
| SSTATE STREETXLI |
| 0.86% | 0.83% | $8.8M | 47,647 | $7.5M | 46,643 | +1,004+2.15% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.84% | 0.93% | $8.6M | 190,022 | $8.5M | 184,368 | +5,654+3.07% | Add |
 AUTOZONE INCAZO |
| 0.83% | 1% | $8.5M | 2,666 | $9.1M | 2,708 | -42-1.55% | Reduce |
 UNION PAC CORPUNP |
| 0.83% | 0.69% | $8.5M | 31,097 | $6.3M | 26,042 | +5,055+19.41% | Add |
 PEPSICO INCPEP |
| 0.82% | 1.07% | $8.4M | 61,802 | $9.7M | 62,666 | -864-1.38% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.82% | 1.27% | $8.4M | 92,196 | $11.6M | 112,770 | -20,574-18.24% | Reduce |
 BALL CORPBALL |
| 0.8% | 0.7% | $8.2M | 131,910 | $6.4M | 107,724 | +24,186+22.45% | Add |
 COCA COLA COKO |
| 0.8% | 0.83% | $8.2M | 100,394 | $7.5M | 99,127 | +1,267+1.28% | Add |
| IISHARES BIOTECHNOLOGYIBB |
| 0.78% | 0.7% | $8.0M | 42,261 | $6.3M | 37,499 | +4,762+12.70% | Add |
 MCDONALDS CORPMCD |
| 0.77% | 1.03% | $7.9M | 29,170 | $9.4M | 30,301 | -1,131-3.73% | Reduce |
