 ALPHABET INCGOOGL |
| 17.28% | 15.76% | $43.0M | 120,270 | $34.5M | 119,873 | +397+0.33% | Add |
 MICROSOFT CORPMSFT |
| 7.59% | 8.43% | $18.9M | 50,575 | $18.4M | 49,776 | +799+1.61% | Add |
 CHUBB LIMITEDCB |
| 6.9% | 7.39% | $17.2M | 50,364 | $16.2M | 49,597 | +767+1.55% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.98% | 6.54% | $14.9M | 29,742 | $14.3M | 29,849 | -107-0.36% | Reduce |
 ENTERPRISE PRODS PARTNERS LEPD |
| 5.76% | 6.7% | $14.3M | 389,960 | $14.7M | 387,260 | +2,700+0.70% | Add |
 BROADCOM INCAVGO |
| 5.65% | 5.19% | $14.1M | 37,225 | $11.4M | 36,697 | +528+1.44% | Add |
| EElbit Systems LtdESLT |
| 4.16% | 5.19% | $10.3M | 13,632 | $11.3M | 13,358 | +274+2.05% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.98% | 4.28% | $9.9M | 39,013 | $9.4M | 38,263 | +750+1.96% | Add |
| EENERGY TRANSFER L PET |
| 3.93% | 4.5% | $9.8M | 511,784 | $9.8M | 510,337 | +1,447+0.28% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.84% | 2.69% | $7.1M | 9,453 | $5.9M | 9,040 | +413+4.57% | Add |
 MOODYS CORPMCO |
| 2.42% | 2.61% | $6.0M | 13,316 | $5.7M | 13,061 | +255+1.95% | Add |
 APPLE INCAAPL |
| 2.35% | 2.34% | $5.8M | 20,181 | $5.1M | 20,130 | +51+0.25% | Add |
 MERCADOLIBRE INC COMMELI |
| 2.31% | 2.62% | $5.7M | 3,386 | $5.7M | 3,311 | +75+2.27% | Add |
 AMAZON COM INCAMZN |
| 2.18% | 2.09% | $5.4M | 22,785 | $4.6M | 21,985 | +800+3.64% | Add |
 TELEDYNE TECHNOLOGIES INCTDY |
| 2.17% | 2.14% | $5.4M | 8,091 | $4.7M | 7,750 | +341+4.40% | Add |
 DEERE & CODE |
| 2% | 1.76% | $5.0M | 7,842 | $3.9M | 6,835 | +1,007+14.73% | Add |
| VVANGUARD MIDVO |
| 1.91% | 1.9% | $4.8M | 58,974 | $4.2M | 14,472 | +44,502+307.50% | Add |
 ISHARES MBSACGL |
| 1.59% | 1.71% | $4.0M | 40,849 | $3.7M | 38,954 | +1,895+4.86% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.58% | 2.51% | $3.9M | 79,021 | $5.5M | 77,948 | +1,073+1.38% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.55% | 0.84% | $3.8M | 19,221 | $1.8M | 10,559 | +8,662+82.03% | Add |
 SERVICENOW INCNOW |
| 1.53% | — | $3.8M | 38,381 | $0 | 0 | +38,381 | New Buy |
| IISHARES TREEM |
| 1.43% | 1.34% | $3.6M | 51,935 | $2.9M | 51,420 | +515+1.00% | Add |
 EQT CORPEQT |
| 1.34% | 1.8% | $3.3M | 62,850 | $3.9M | 61,720 | +1,130+1.83% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.2% | 1.31% | $3.0M | 4 | $2.9M | 4 | 00.00% | Unchanged |
 VISA INCV |
| 1.17% | 0.91% | $2.9M | 8,492 | $2.0M | 6,549 | +1,943+29.67% | Add |
 TESLA INCTSLA |
| 0.99% | 0.14% | $2.5M | 5,838 | $301,489 | 811 | +5,027+619.85% | Add |
 INTEL CORPINTC |
| 0.96% | 0.34% | $2.4M | 17,149 | $747,077 | 16,929 | +220+1.30% | Add |
 CHEVRON CORPORATIONCVX |
| 0.9% | 1.21% | $2.2M | 13,448 | $2.6M | 12,780 | +668+5.23% | Add |
| IISHARES RUSSELLIWM |
| 0.89% | 0.8% | $2.2M | 7,363 | $1.8M | 7,083 | +280+3.95% | Add |
| IISHARES TRPFF |
| 0.61% | 0.69% | $1.5M | 49,997 | $1.5M | 49,730 | +267+0.54% | Add |
 VISTRA CORPVST |
| 0.53% | 0.57% | $1.3M | 8,322 | $1.2M | 8,257 | +65+0.79% | Add |
 EXXON MOBIL CORPXOM |
| 0.41% | 0.32% | $1.0M | 7,463 | $701,963 | 4,137 | +3,326+80.40% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.33% | 0.33% | $819,108 | 1,568 | $726,282 | 1,568 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.29% | — | $727,203 | 630 | $0 | 0 | +630 | New Buy |
 SOUTHERN COPPER CORPSCCO |
| 0.26% | 0.21% | $645,808 | 3,706 | $465,594 | 2,706 | +1,000+36.95% | Add |
| IISHARES TRIVV |
| 0.22% | 0.21% | $542,956 | 725 | $468,235 | 717 | +8+1.12% | Add |
 APPLIED MATLS INCAMAT |
| 0.21% | 0.11% | $524,175 | 725 | $239,253 | 700 | +25+3.57% | Add |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.19% | $502,435 | 1,422 | $407,915 | 1,422 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.19% | 0.19% | $473,599 | 8,312 | $424,395 | 8,706 | -394-4.53% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.17% | 0.13% | $423,943 | 1,020 | $276,002 | 1,020 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.16% | 0.13% | $385,922 | 1,179 | $283,864 | 965 | +214+22.18% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.15% | — | $381,658 | 657 | $0 | 0 | +657 | New Buy |
 GE VERNOVA INCGEV |
| 0.15% | — | $375,955 | 320 | $0 | 0 | +320 | New Buy |
| IISHARES TRDVY |
| 0.15% | 0.16% | $366,524 | 2,345 | $355,056 | 2,345 | 00.00% | Unchanged |
 ENBRIDGE INCENB |
| 0.14% | 0.16% | $354,913 | 6,547 | $354,455 | 6,547 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.12% | 0.1% | $303,410 | 897 | $218,391 | 722 | +175+24.24% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.11% | 0.12% | $280,644 | 1,319 | $253,142 | 1,319 | 00.00% | Unchanged |
 BLOOM ENERGY CORPBE |
| 0.11% | — | $275,457 | 910 | $0 | 0 | +910 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.11% | 0.11% | $274,677 | 400 | $246,173 | 412 | -12-2.91% | Reduce |
| IINVESCO S&P 500 LOW VOLATILITY ETFSPLV |
| 0.11% | 0.12% | $273,385 | 3,650 | $266,961 | 3,650 | 00.00% | Unchanged |
