 APPLE INCAAPL |
| 8.6% | 8.7% | $19.2M | 66,516 | $17.3M | 68,343 | -1,827-2.67% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.3% | 7.24% | $16.3M | 81,613 | $14.4M | 82,770 | -1,157-1.40% | Reduce |
 ELI LILLY & COLLY |
| 6.75% | 6.08% | $15.1M | 12,592 | $12.1M | 13,172 | -580-4.40% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.71% | 2.27% | $12.8M | 21,980 | $4.5M | 22,272 | -292-1.31% | Reduce |
 ALPHABET INCGOOGL |
| 5.56% | 5.16% | $12.4M | 34,833 | $10.3M | 35,779 | -946-2.64% | Reduce |
 MICROSOFT CORPMSFT |
| 5.34% | 5.97% | $12.0M | 32,062 | $11.9M | 32,159 | -97-0.30% | Reduce |
 CATERPILLAR INCCAT |
| 4.67% | 3.54% | $10.5M | 9,816 | $7.1M | 9,959 | -143-1.44% | Reduce |
 AMAZON COM INCAMZN |
| 4.66% | 4.63% | $10.4M | 43,752 | $9.2M | 44,322 | -570-1.29% | Reduce |
 META PLATFORMS INCMETA |
| 3.41% | 3.97% | $7.6M | 13,536 | $7.9M | 13,845 | -309-2.23% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.12% | 3.12% | $7.0M | 21,352 | $6.2M | 21,172 | +180+0.85% | Add |
 MERCK & CO INCMRK |
| 2.61% | 2.74% | $5.8M | 45,368 | $5.5M | 45,355 | +13+0.03% | Add |
 WALMART INCWMT |
| 2.46% | 3.06% | $5.5M | 48,688 | $6.1M | 49,156 | -468-0.95% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.37% | 1.88% | $5.3M | 11,115 | $3.7M | 11,089 | +26+0.23% | Add |
 PROCTER & GAMBLE COPG |
| 1.76% | 1.89% | $3.9M | 26,805 | $3.8M | 26,133 | +672+2.57% | Add |
 EXXON MOBIL CORPXOM |
| 1.55% | 2.16% | $3.5M | 25,382 | $4.3M | 25,375 | +7+0.03% | Add |
 ASML HLDG NVASML |
| 1.46% | 1.07% | $3.3M | 1,647 | $2.1M | 1,622 | +25+1.54% | Add |
 TESLA INCTSLA |
| 1.37% | 1.3% | $3.1M | 7,284 | $2.6M | 6,994 | +290+4.15% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 1.35% | 1.75% | $3.0M | 71,192 | $3.5M | 69,626 | +1,566+2.25% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.35% | 1.53% | $3.0M | 32,665 | $3.0M | 32,419 | +246+0.76% | Add |
 MCDONALDS CORPMCD |
| 1.31% | 1.67% | $2.9M | 10,825 | $3.3M | 10,688 | +137+1.28% | Add |
| AAT&T INCT |
| 1.25% | 1.91% | $2.8M | 135,607 | $3.8M | 131,708 | +3,899+2.96% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.23% | 1.38% | $2.8M | 82,763 | $2.7M | 71,374 | +11,389+15.96% | Add |
 CHEVRON CORPORATIONCVX |
| 1.13% | 1.6% | $2.5M | 15,316 | $3.2M | 15,423 | -107-0.69% | Reduce |
 COCA COLA COKO |
| 1% | 1.05% | $2.2M | 27,638 | $2.1M | 27,638 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 1% | 0.47% | $2.2M | 1,944 | $932,866 | 2,761 | -817-29.59% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.99% | 1.3% | $2.2M | 18,893 | $2.6M | 17,671 | +1,222+6.92% | Add |
 ALTRIA GROUP INCMO |
| 0.94% | 0.86% | $2.1M | 29,368 | $1.7M | 26,122 | +3,246+12.43% | Add |
| AAlphabet Inc Class CGOOG |
| 0.93% | 0.82% | $2.1M | 5,860 | $1.6M | 5,706 | +154+2.70% | Add |
 INTEL CORPINTC |
| 0.92% | 0.36% | $2.1M | 14,757 | $719,756 | 16,310 | -1,553-9.52% | Reduce |
| SSPDR GOLD TRGLD |
| 0.89% | 1.06% | $2.0M | 5,413 | $2.1M | 4,925 | +488+9.91% | Add |
 CISCO SYS INCCSCO |
| 0.86% | 0.64% | $1.9M | 16,334 | $1.3M | 16,334 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.83% | 1.22% | $1.9M | 13,798 | $2.4M | 15,668 | -1,870-11.94% | Reduce |
 RTX CORPORATIONRTX |
| 0.77% | 0.74% | $1.7M | 9,070 | $1.5M | 7,620 | +1,450+19.03% | Add |
| IISHARES TREIRL |
| 0.73% | 0.71% | $1.6M | 20,838 | $1.4M | 20,596 | +242+1.17% | Add |
| IISHARES TRLQD |
| 0.63% | 0.71% | $1.4M | 12,914 | $1.4M | 12,914 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.61% | 0.64% | $1.4M | 3,643 | $1.3M | 4,105 | -462-11.25% | Reduce |
 SALESFORCE INCCRM |
| 0.59% | 1% | $1.3M | 8,383 | $2.0M | 10,735 | -2,352-21.91% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.57% | 0.68% | $1.3M | 6,742 | $1.3M | 7,987 | -1,245-15.59% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.54% | 0.72% | $1.2M | 14,809 | $1.4M | 17,313 | -2,504-14.46% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 0.46% | 0.48% | $1.0M | 16,650 | $955,985 | 16,350 | +300+1.83% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.46% | 0.5% | $1.0M | 4,020 | $989,577 | 4,048 | -28-0.69% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.45% | 0.38% | $1.0M | 1,080 | $765,336 | 768 | +312+40.63% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.44% | 0.43% | $994,065 | 1,331 | $858,987 | 1,321 | +10+0.76% | Add |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.44% | 0.58% | $991,016 | 21,771 | $1.1M | 21,771 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.43% | 0.64% | $952,184 | 1,869 | $1.3M | 2,104 | -235-11.17% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.4% | 0.3% | $904,018 | 2,175 | $593,683 | 2,194 | -19-0.87% | Reduce |
 XCEL ENERGY INC COMXEL |
| 0.39% | 0.44% | $878,643 | 10,942 | $869,232 | 10,942 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.37% | 0.38% | $826,854 | 14,511 | $764,460 | 15,681 | -1,170-7.46% | Reduce |
 DEERE & CODE |
| 0.31% | 0.34% | $688,599 | 1,086 | $685,751 | 1,217 | -131-10.76% | Reduce |
 CMS ENERGY CORP COMCMS |
| 0.31% | 0.35% | $688,500 | 9,000 | $698,220 | 9,000 | 00.00% | Unchanged |
