| IISHARES TRIVV |
| 6.47% | 3.87% | $32.0M | 42,767 | $16.2M | 24,853 | +17,914+72.08% | Add |
| IINVESCO QQQ TRVOO |
| 4.74% | 1.59% | $23.4M | 31,838 | $6.7M | 11,526 | +20,312+176.23% | Add |
| IISHARES TRSHV |
| 3.45% | 3.82% | $17.0M | 154,476 | $16.0M | 144,859 | +9,617+6.64% | Add |
| PPGIM ULTRAPULS |
| 3.41% | 3.84% | $16.9M | 340,896 | $16.1M | 325,323 | +15,573+4.79% | Add |
| FFIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.38% | 3.75% | $16.7M | 336,370 | $15.7M | 315,355 | +21,015+6.66% | Add |
| FFIRST TRUST SENIOR LOAN FUNDFTSL |
| 3.25% | 3.6% | $16.1M | 359,184 | $15.1M | 336,512 | +22,672+6.74% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 2.65% | 1.67% | $13.1M | 68,763 | $7.0M | 52,537 | +16,226+30.88% | Add |
 APPLE INCAAPL |
| 2.55% | 2.59% | $12.6M | 43,551 | $10.9M | 42,788 | +763+1.78% | Add |
 SOUTHERN COSO |
| 2.23% | 2.65% | $11.0M | 115,261 | $11.1M | 115,123 | +138+0.12% | Add |
| SSTATE STREETXLI |
| 1.79% | 2.05% | $8.9M | 47,942 | $8.6M | 53,095 | -5,153-9.71% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.74% | 1.96% | $8.6M | 40,547 | $8.2M | 42,833 | -2,286-5.34% | Reduce |
 AMAZON COM INCAMZN |
| 1.74% | 1.77% | $8.6M | 36,162 | $7.4M | 35,669 | +493+1.38% | Add |
| IISHARES TRIXUS |
| 1.65% | 1.64% | $8.2M | 85,779 | $6.9M | 79,477 | +6,302+7.93% | Add |
 Genuine Parts Co ComGPC |
| 1.6% | 1.7% | $7.9M | 67,083 | $7.1M | 67,518 | -435-0.64% | Reduce |
| FFIRST TR EXCHANGE TRADED FDSDVY |
| 1.53% | 1.33% | $7.6M | 175,576 | $5.6M | 141,150 | +34,426+24.39% | Add |
| IISHARES TRTIP |
| 1.5% | 1.66% | $7.4M | 67,751 | $7.0M | 63,009 | +4,742+7.53% | Add |
 MICROSOFT CORPMSFT |
| 1.43% | 1.51% | $7.1M | 18,954 | $6.3M | 17,119 | +1,835+10.72% | Add |
 ALPHABET INCGOOGL |
| 1.41% | 1.19% | $7.0M | 19,534 | $5.0M | 17,398 | +2,136+12.28% | Add |
 BROADCOM INCAVGO |
| 1.33% | 1.26% | $6.6M | 17,484 | $5.3M | 17,106 | +378+2.21% | Add |
| IISHARES TRITOT |
| 1.32% | 1.37% | $6.5M | 39,779 | $5.7M | 40,337 | -558-1.38% | Reduce |
 CUMMINS INCCMI |
| 1.27% | 1.05% | $6.3M | 8,783 | $4.4M | 8,188 | +595+7.27% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.25% | 1.26% | $6.2M | 31,015 | $5.3M | 30,338 | +677+2.23% | Add |
 WALMART INCWMT |
| 1.23% | 1.57% | $6.1M | 53,921 | $6.6M | 53,047 | +874+1.65% | Add |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 1.23% | 0.58% | $6.1M | 74,875 | $2.4M | 35,529 | +39,346+110.74% | Add |
 CATERPILLAR INCCAT |
| 1.22% | 0.31% | $6.0M | 5,666 | $1.3M | 1,821 | +3,845+211.15% | Add |
| FFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.21% | 1.13% | $6.0M | 123,197 | $4.7M | 92,833 | +30,364+32.71% | Add |
 WESTERN DIGITAL CORPWDC |
| 1.13% | — | $5.6M | 8,786 | $0 | 0 | +8,786 | New Buy |
 EXXON MOBIL CORPXOM |
| 1.07% | 1.57% | $5.3M | 38,889 | $6.6M | 38,665 | +224+0.58% | Add |
 KLA CORPKLAC |
| 1.07% | 0.64% | $5.3M | 17,468 | $2.7M | 1,832 | +15,636+853.49% | Add |
| VVICTORY PORTFOLIOS IIMODL |
| 1.04% | 0.78% | $5.1M | 100,689 | $3.3M | 73,089 | +27,600+37.76% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.99% | 1.04% | $4.9M | 17,488 | $4.4M | 18,043 | -555-3.08% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.98% | 1.34% | $4.8M | 41,187 | $5.6M | 51,343 | -10,156-19.78% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | 1.04% | $4.3M | 4,617 | $4.4M | 4,382 | +235+5.36% | Add |
 UNITED RENTALS INCURI |
| 0.83% | — | $4.1M | 3,611 | $0 | 0 | +3,611 | New Buy |
 ELI LILLY & COLLY |
| 0.82% | 0.72% | $4.1M | 3,395 | $3.0M | 3,267 | +128+3.92% | Add |
| GGARMIN LTD SHSGRMN |
| 0.78% | — | $3.9M | 16,209 | $0 | 0 | +16,209 | New Buy |
| IISHARES TRIVW |
| 0.74% | 1.07% | $3.7M | 26,569 | $4.5M | 39,589 | -13,020-32.89% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.7% | 0.79% | $3.5M | 9,749 | $3.3M | 9,662 | +87+0.90% | Add |
 META PLATFORMS INCMETA |
| 0.69% | 0.78% | $3.4M | 6,032 | $3.3M | 5,747 | +285+4.96% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.69% | 0.39% | $3.4M | 4,447 | $1.6M | 4,221 | +226+5.35% | Add |
| FFIRST TRUSTFVD |
| 0.69% | 0.77% | $3.4M | 70,427 | $3.2M | 68,469 | +1,958+2.86% | Add |
 TJX COS INC NEWTJX |
| 0.68% | 0.84% | $3.4M | 22,338 | $3.5M | 22,151 | +187+0.84% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.68% | — | $3.4M | 3,335 | $0 | 0 | +3,335 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 0.64% | 0.57% | $3.2M | 34,605 | $2.4M | 36,851 | -2,246-6.09% | Reduce |
 MCDONALDS CORPMCD |
| 0.58% | 0.83% | $2.9M | 10,587 | $3.5M | 11,216 | -629-5.61% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.54% | 1.01% | $2.7M | 24,889 | $4.2M | 38,021 | -13,132-34.54% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.5% | 2.07% | $2.5M | 15,482 | $8.7M | 59,096 | -43,614-73.80% | Reduce |
 CORNING INCGLW |
| 0.49% | 0.2% | $2.4M | 9,425 | $842,334 | 6,195 | +3,230+52.14% | Add |
 WYNN RESORTS LTDWYNN |
| 0.48% | 0.66% | $2.4M | 24,567 | $2.8M | 27,306 | -2,739-10.03% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 0.48% | 0.44% | $2.4M | 8,183 | $1.9M | 8,787 | -604-6.87% | Reduce |
