 APPLE INCAAPL |
| 3.72% | 3.72% | $92.2M | 318,568 | $78.3M | 308,487 | +10,081+3.27% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.56% | 2.56% | $63.4M | 84,867 | $53.9M | 82,956 | +1,911+2.30% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.52% | 2.48% | $62.6M | 312,815 | $52.2M | 299,550 | +13,265+4.43% | Add |
| IINVESCO QQQ TRVOO |
| 2.37% | 2.29% | $58.8M | 79,879 | $48.3M | 83,624 | -3,745-4.48% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 1.69% | 1.75% | $41.9M | 192,157 | $36.9M | 188,101 | +4,056+2.16% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.48% | 1.39% | $36.6M | 53,321 | $29.3M | 49,086 | +4,235+8.63% | Add |
 AMAZON COM INCAMZN |
| 1.46% | 1.55% | $36.2M | 151,812 | $32.6M | 156,696 | -4,884-3.12% | Reduce |
 MICROSOFT CORPMSFT |
| 1.44% | 1.69% | $35.8M | 96,066 | $35.7M | 96,356 | -290-0.30% | Reduce |
| SSTATE STREETSPYM |
| 1.22% | 1.29% | $30.4M | 345,568 | $27.2M | 355,476 | -9,908-2.79% | Reduce |
 BROADCOM INCAVGO |
| 1.2% | 1.16% | $29.8M | 78,823 | $24.5M | 79,027 | -204-0.26% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.14% | 1.16% | $28.2M | 833,309 | $24.3M | 835,595 | -2,286-0.27% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.12% | 0.37% | $27.7M | 24,024 | $7.9M | 23,385 | +639+2.73% | Add |
 CATERPILLAR INCCAT |
| 1.1% | 0.72% | $27.3M | 25,613 | $15.1M | 21,351 | +4,262+19.96% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 1.09% | 1.12% | $27.1M | 538,612 | $23.6M | 517,962 | +20,650+3.99% | Add |
 ALPHABET INCGOOGL |
| 1.01% | 0.98% | $24.9M | 69,753 | $20.7M | 71,966 | -2,213-3.08% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1% | 0.84% | $24.7M | 69,863 | $17.6M | 61,495 | +8,368+13.61% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.94% | 0.99% | $23.3M | 62,924 | $20.9M | 65,052 | -2,128-3.27% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.93% | 0.97% | $23.0M | 97,311 | $20.5M | 95,461 | +1,850+1.94% | Add |
| IISHARES TRIVV |
| 0.89% | 0.86% | $22.0M | 29,366 | $18.1M | 27,772 | +1,594+5.74% | Add |
 JPMORGAN CHASE & COJPM |
| 0.79% | 0.84% | $19.6M | 59,945 | $17.7M | 60,322 | -377-0.62% | Reduce |
| PPROSHARES TRSSO |
| 0.74% | 0.34% | $18.3M | 271,376 | $7.1M | 137,447 | +133,929+97.44% | Add |
| CCAPITAL GROUP GROWTH ETFCGGR |
| 0.71% | 0.74% | $17.5M | 370,723 | $15.6M | 387,536 | -16,813-4.34% | Reduce |
 TESLA INCTSLA |
| 0.69% | 0.65% | $17.0M | 40,401 | $13.7M | 36,865 | +3,536+9.59% | Add |
 META PLATFORMS INCMETA |
| 0.63% | 0.73% | $15.7M | 27,877 | $15.3M | 26,752 | +1,125+4.21% | Add |
| SSANDISK CORP COMSNDK |
| 0.63% | 0.16% | $15.5M | 6,829 | $3.3M | 5,183 | +1,646+31.76% | Add |
 LAMAR ADVERTISING COLAMR |
| 0.61% | 0.59% | $15.2M | 97,306 | $12.3M | 97,493 | -187-0.19% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.6% | 0.58% | $14.9M | 242,328 | $12.3M | 220,722 | +21,606+9.79% | Add |
| VVANGUARD INDEX FDSVB |
| 0.6% | 0.54% | $14.8M | 48,951 | $11.5M | 43,816 | +5,135+11.72% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.54% | 0.62% | $13.4M | 237,900 | $13.0M | 229,372 | +8,528+3.72% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.53% | 0.24% | $13.1M | 22,632 | $5.0M | 24,718 | -2,086-8.44% | Reduce |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.51% | 0.7% | $12.7M | 278,391 | $14.8M | 279,960 | -1,569-0.56% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.51% | 0.58% | $12.6M | 25,251 | $12.3M | 25,665 | -414-1.61% | Reduce |
 WALMART INCWMT |
| 0.5% | 0.63% | $12.5M | 110,373 | $13.3M | 107,360 | +3,013+2.81% | Add |
| CCAPITAL GROUP CORE EQUITY ETCGUS |
| 0.5% | 0.52% | $12.4M | 279,381 | $11.0M | 287,149 | -7,768-2.71% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.48% | 0.58% | $12.0M | 378,246 | $12.3M | 399,685 | -21,439-5.36% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.47% | 0.38% | $11.6M | 45,985 | $8.1M | 44,706 | +1,279+2.86% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.45% | 0.61% | $11.3M | 96,574 | $12.9M | 88,063 | +8,511+9.66% | Add |
| VVANECK ETF TRUSTBBH |
| 0.45% | 0.42% | $11.2M | 127,097 | $8.8M | 100,259 | +26,838+26.77% | Add |
 VANECK ETF TRUSTSMH |
| 0.45% | 0.23% | $11.2M | 17,018 | $4.8M | 12,491 | +4,527+36.24% | Add |
 EATON CORP PLCETN |
| 0.44% | 0.45% | $10.9M | 25,655 | $9.4M | 26,362 | -707-2.68% | Reduce |
 ELI LILLY & COLLY |
| 0.44% | 0.37% | $10.9M | 9,066 | $7.7M | 8,415 | +651+7.74% | Add |
| IISHARES TRAGG |
| 0.44% | 0.52% | $10.8M | 109,462 | $10.9M | 109,355 | +107+0.10% | Add |
| MMASTEC INCMTZ |
| 0.42% | 0.42% | $10.5M | 25,308 | $8.9M | 27,808 | -2,500-8.99% | Reduce |
| IISHARES TRDVY |
| 0.42% | 0.45% | $10.3M | 66,042 | $9.5M | 62,958 | +3,084+4.90% | Add |
| SSPDR GOLD TRGLD |
| 0.4% | 0.45% | $10.0M | 27,047 | $9.5M | 22,105 | +4,942+22.36% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.4% | 0.5% | $9.9M | 113,334 | $10.5M | 112,530 | +804+0.71% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.38% | 0.36% | $9.4M | 36,864 | $7.5M | 30,809 | +6,055+19.65% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.38% | 0.48% | $9.4M | 10,000 | $10.0M | 10,079 | -79-0.78% | Reduce |
 ABBVIE INCABBV |
| 0.38% | 0.37% | $9.3M | 37,047 | $7.8M | 36,009 | +1,038+2.88% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.37% | 0.65% | $9.2M | 21,051 | $13.6M | 28,748 | -7,697-26.77% | Reduce |
