| WWELLS FARGO & COWFC |
| 5.28% | 5.44% | $6.83B | 5.9M | $5.66B | 4.9M | +1.0M+20.39% | Add |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 5.26% | 5.17% | $6.80B | 5.4M | $5.38B | 4.5M | +900,000+19.92% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.62% | 4.92% | $5.98B | 30.0M | $5.12B | 29.7M | +328,703+1.11% | Add |
 APPLE INCAAPL |
| 3.72% | 3.81% | $4.80B | 16.7M | $3.97B | 15.7M | +975,935+6.21% | Add |
 MICROSOFT CORPMSFT |
| 2.65% | 3.25% | $3.43B | 9.2M | $3.39B | 9.2M | +365+0.00% | Add |
 AMAZON COM INCAMZN |
| 2.31% | 2.15% | $2.99B | 12.5M | $2.23B | 10.8M | +1.7M+16.16% | Add |
| AAlphabet Inc Class CGOOG |
| 1.98% | 1.81% | $2.55B | 7.2M | $1.88B | 6.6M | +629,555+9.53% | Add |
 ALPHABET INCGOOGL |
| 1.9% | 1.99% | $2.46B | 6.9M | $2.07B | 7.3M | -369,353-5.08% | Reduce |
 BROADCOM INCAVGO |
| 1.62% | 1.44% | $2.09B | 5.5M | $1.50B | 4.9M | +664,439+13.61% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.41% | 0.35% | $1.82B | 1.6M | $367.4M | 1.1M | +482,275+43.94% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.33% | 1.22% | $1.72B | 3.6M | $1.27B | 3.8M | -170,116-4.51% | Reduce |
 META PLATFORMS INCMETA |
| 1.24% | 1.48% | $1.61B | 2.9M | $1.54B | 2.7M | +141,195+5.20% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.79% | 0.93% | $1.02B | 2.0M | $968.8M | 1.9M | +36,585+1.88% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.77% | 0.29% | $997.8M | 1.7M | $300.7M | 1.5M | +249,824+16.75% | Add |
 ELI LILLY & COLLY |
| 0.73% | 0.69% | $942.4M | 781,929 | $720.5M | 789,744 | -7,815-0.99% | Reduce |
 TESLA INCTSLA |
| 0.73% | 0.78% | $939.9M | 2.2M | $815.6M | 2.2M | +26,797+1.21% | Add |
 APPLIED MATLS INCAMAT |
| 0.71% | 0.41% | $915.3M | 1.3M | $422.9M | 1.3M | +23,366+1.87% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.7% | 0.01% | $898.8M | 1.3M | $7.6M | 12,732 | +1.3M+10,178.98% | Add |
 LAM RESEARCH CORPLRCX |
| 0.68% | 0.43% | $882.0M | 2.1M | $452.3M | 2.1M | -90,022-4.20% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.63% | $773.8M | 2.4M | $654.4M | 2.2M | +116,479+5.19% | Add |
 VISA INCV |
| 0.57% | 0.56% | $740.4M | 2.2M | $581.8M | 1.9M | +231,027+11.98% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.53% | 0.63% | $681.6M | 2.7M | $659.1M | 2.7M | -25,381-0.94% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.51% | 0.36% | $663.5M | 687,394 | $376.6M | 966,461 | -279,067-28.88% | Reduce |
 WELLTOWER INC COMWELL |
| 0.5% | 0.54% | $647.7M | 2.9M | $567.0M | 2.9M | -16,021-0.56% | Reduce |
 KLA CORPKLAC |
| 0.49% | 0.18% | $628.2M | 2.1M | $184.9M | 128,600 | +2.0M+1,549.06% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.45% | 0.33% | $581.6M | 1.4M | $339.2M | 1.3M | +138,837+11.03% | Add |
 EQUINIX INCEQIX |
| 0.4% | 0.49% | $517.7M | 492,246 | $508.3M | 520,135 | -27,889-5.36% | Reduce |
 CISCO SYS INCCSCO |
| 0.4% | 0.28% | $516.7M | 4.4M | $295.9M | 3.8M | +578,091+15.14% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.4% | 0.42% | $515.0M | 1.0M | $433.8M | 905,311 | +124,050+13.70% | Add |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.39% | $510.5M | 8.9M | $406.1M | 8.4M | +566,055+6.76% | Add |
| CCITIGROUP INCC |
| 0.39% | 0.34% | $507.4M | 3.6M | $354.5M | 3.1M | +468,546+14.90% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.39% | 0.44% | $498.4M | 531,750 | $461.7M | 463,378 | +68,372+14.76% | Add |
 EXXON MOBIL CORPXOM |
| 0.34% | 0.46% | $442.2M | 3.2M | $480.5M | 2.8M | +404,725+14.30% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.33% | 0.38% | $426.5M | 4.9M | $397.2M | 4.3M | +581,259+13.59% | Add |
 ABBVIE INCABBV |
| 0.32% | 0.31% | $408.6M | 1.6M | $326.7M | 1.5M | +114,730+7.62% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.31% | 0.34% | $401.9M | 2.2M | $357.5M | 85,272 | +2.2M+2,533.88% | Add |
| PPROLOGIS INC. COMPLD |
| 0.31% | 0.36% | $398.5M | 2.9M | $371.3M | 2.8M | +120,652+4.28% | Add |
 INTEL CORPINTC |
| 0.31% | 0.11% | $396.0M | 2.9M | $118.3M | 2.7M | +140,006+5.10% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.3% | 0.38% | $393.0M | 2.1M | $398.9M | 2.2M | -82,953-3.72% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.3% | 0.37% | $382.3M | 2.0M | $389.3M | 2.0M | +30,559+1.53% | Add |
 LINDE PLCLIN |
| 0.29% | 0.37% | $380.2M | 732,937 | $389.1M | 784,618 | -51,681-6.59% | Reduce |
| IISHARES TRAGG |
| 0.29% | 0.26% | $373.1M | 3.8M | $270.9M | 2.7M | +1.0M+38.10% | Add |
 AMPHENOL CORPAPH |
| 0.28% | 0.19% | $362.0M | 2.1M | $201.5M | 1.6M | +458,634+28.58% | Add |
 TJX COS INC NEWTJX |
| 0.26% | 0.4% | $341.3M | 2.3M | $415.3M | 2.6M | -359,670-13.77% | Reduce |
 MERCK & CO INCMRK |
| 0.26% | 0.29% | $331.9M | 2.6M | $301.9M | 2.5M | +51,393+2.03% | Add |
 WELLS FARGO CO NEWWFC |
| 0.26% | 0.26% | $329.9M | 4.0M | $272.8M | 3.4M | +547,675+15.92% | Add |
 WALMART INCWMT |
| 0.25% | 0.3% | $323.2M | 2.9M | $312.4M | 2.5M | +335,786+13.35% | Add |
 UBS GROUP AGUBS |
| 0.25% | 0.28% | $318.0M | 6.4M | $295.4M | 7.7M | -1.3M-17.23% | Reduce |
 GE AEROSPACEGE |
| 0.25% | 0.2% | $317.8M | 850,335 | $207.2M | 733,256 | +117,079+15.97% | Add |
 NextEra Energy, Inc.NEE |
| 0.24% | 0.01% | $313.5M | 5.9M | $5.5M | 5.0M | +950,000+19.19% | Add |
