 APPLE INCAAPL |
| 4.93% | 4.9% | $59.7M | 204,366 | $51.6M | 202,358 | +2,008+0.99% | Add |
 BROADCOM INCAVGO |
| 4.83% | 4.54% | $58.4M | 154,662 | $47.8M | 154,474 | +188+0.12% | Add |
 LAM RESEARCH CORPLRCX |
| 4.42% | 2.51% | $53.5M | 123,512 | $26.4M | 123,557 | -45-0.04% | Reduce |
 ALPHABET INCGOOGL |
| 3.4% | 3.11% | $41.2M | 115,350 | $32.8M | 113,925 | +1,425+1.25% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.22% | 3.19% | $38.9M | 194,629 | $33.6M | 192,448 | +2,181+1.13% | Add |
 JPMORGAN CHASE & COJPM |
| 3.09% | 3.12% | $37.4M | 114,157 | $32.8M | 111,611 | +2,546+2.28% | Add |
 MICROSOFT CORPMSFT |
| 2.86% | 3.17% | $34.6M | 92,778 | $33.3M | 90,089 | +2,689+2.98% | Add |
 CISCO SYS INCCSCO |
| 2.56% | 1.93% | $31.0M | 264,245 | $20.3M | 261,421 | +2,824+1.08% | Add |
 META PLATFORMS INCMETA |
| 2.15% | 2.41% | $26.1M | 46,284 | $25.4M | 44,309 | +1,975+4.46% | Add |
| QQUALCOMM INCQCOM |
| 2.09% | 1.63% | $25.3M | 137,145 | $17.2M | 133,450 | +3,695+2.77% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.06% | 1.19% | $24.9M | 32,613 | $12.5M | 32,022 | +591+1.85% | Add |
 WALMART INCWMT |
| 2.01% | 2.49% | $24.3M | 214,717 | $26.2M | 210,975 | +3,742+1.77% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.92% | 2.07% | $23.2M | 91,397 | $21.8M | 89,225 | +2,172+2.43% | Add |
 HOME DEPOT INCHD |
| 1.87% | 1.93% | $22.7M | 64,285 | $20.3M | 61,823 | +2,462+3.98% | Add |
 MERCK & CO INCMRK |
| 1.86% | 1.95% | $22.6M | 175,548 | $20.6M | 170,964 | +4,584+2.68% | Add |
 EATON CORP PLCETN |
| 1.8% | 1.69% | $21.8M | 51,063 | $17.8M | 49,845 | +1,218+2.44% | Add |
 MOTOROLA SOLUTIONS INCMSI |
| 1.79% | 2.09% | $21.6M | 52,047 | $21.9M | 50,571 | +1,476+2.92% | Add |
 CHUBB LIMITEDCB |
| 1.75% | 1.87% | $21.2M | 62,199 | $19.7M | 60,508 | +1,691+2.79% | Add |
 D R HORTON INCDHI |
| 1.7% | 1.59% | $20.6M | 126,408 | $16.7M | 121,636 | +4,772+3.92% | Add |
 AMAZON COM INCAMZN |
| 1.7% | 1.68% | $20.6M | 85,035 | $17.7M | 84,182 | +853+1.01% | Add |
| BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV |
| 1.66% | 1.64% | $20.1M | 413,143 | $17.3M | 352,068 | +61,075+17.35% | Add |
 ELI LILLY & COLLY |
| 1.54% | 1.33% | $18.7M | 15,575 | $14.0M | 15,197 | +378+2.49% | Add |
| BBONDBLOXX ETF TRUSTXTRE |
| 1.39% | 1.41% | $16.8M | 343,532 | $14.9M | 300,166 | +43,366+14.45% | Add |
| BBondBloxx ETF Trust Bloomberg Two YearXTWO |
| 1.36% | 1.39% | $16.5M | 336,640 | $14.7M | 297,279 | +39,361+13.24% | Add |
 CME GROUP INCCME |
| 1.33% | 1.98% | $16.1M | 72,940 | $20.8M | 70,524 | +2,416+3.43% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.32% | 1.35% | $15.9M | 109,073 | $14.2M | 108,311 | +762+0.70% | Add |
 TESLA INCTSLA |
| 1.25% | 1.32% | $15.1M | 35,917 | $13.8M | 37,235 | -1,318-3.54% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.19% | 1.39% | $14.5M | 15,448 | $14.7M | 14,711 | +737+5.01% | Add |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 1.15% | 1.17% | $13.9M | 281,252 | $12.3M | 248,562 | +32,690+13.15% | Add |
 VIPER ENERGY INCVNOM |
| 1.13% | 1.41% | $13.7M | 323,876 | $14.8M | 315,683 | +8,193+2.60% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 1.08% | 0.84% | $13.1M | 46,680 | $8.9M | 45,107 | +1,573+3.49% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 1.07% | 1.02% | $13.0M | 26,424 | $10.8M | 25,866 | +558+2.16% | Add |
 FORD MTR COF |
| 1.05% | 0.98% | $12.7M | 914,081 | $10.3M | 895,963 | +18,118+2.02% | Add |
 UNION PAC CORPUNP |
| 1.03% | 1.03% | $12.4M | 45,672 | $10.8M | 44,625 | +1,047+2.35% | Add |
 ALLSTATE CORPALL |
| 0.97% | 0.96% | $11.8M | 49,591 | $10.1M | 48,729 | +862+1.77% | Add |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 0.95% | 1.06% | $11.5M | 226,338 | $11.1M | 218,876 | +7,462+3.41% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.92% | 1.14% | $11.1M | 44,675 | $12.0M | 42,846 | +1,829+4.27% | Add |
 VISA INCV |
| 0.91% | 0.9% | $11.0M | 32,101 | $9.5M | 31,485 | +616+1.96% | Add |
 VICI PPTYS INC COMVICI |
| 0.9% | 1.01% | $10.9M | 409,794 | $10.7M | 389,833 | +19,961+5.12% | Add |
 EXXON MOBIL CORPXOM |
| 0.87% | 1.22% | $10.5M | 77,135 | $12.8M | 75,680 | +1,455+1.92% | Add |
 RAYMOND JAMES FINL INCRJF |
| 0.82% | 0.93% | $9.9M | 65,329 | $9.8M | 67,475 | -2,146-3.18% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.79% | 0.79% | $9.6M | 12,884 | $8.3M | 12,723 | +161+1.27% | Add |
 ECOLAB INCECL |
| 0.72% | 0.77% | $8.7M | 31,271 | $8.1M | 30,446 | +825+2.71% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.71% | 0.94% | $8.6M | 29,609 | $9.9M | 28,811 | +798+2.77% | Add |
 ORACLE CORPORCL |
| 0.67% | 0.76% | $8.1M | 55,485 | $8.0M | 54,361 | +1,124+2.07% | Add |
 SALESFORCE INCCRM |
| 0.66% | 0.88% | $8.0M | 51,333 | $9.3M | 49,818 | +1,515+3.04% | Add |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.62% | $8.0M | 22,623 | $6.5M | 22,568 | +55+0.24% | Add |
 CATERPILLAR INCCAT |
| 0.58% | 0.44% | $7.0M | 6,564 | $4.7M | 6,591 | -27-0.41% | Reduce |
 TJX COS INC NEWTJX |
| 0.55% | 0.65% | $6.7M | 44,098 | $6.8M | 42,798 | +1,300+3.04% | Add |
 S&P GLOBAL INCSPGI |
| 0.53% | 0.63% | $6.4M | 15,615 | $6.6M | 15,573 | +42+0.27% | Add |
