 NVIDIA CORPORATIONNVDA |
| 18.48% | 18.22% | $72.0M | 359,695 | $63.9M | 366,589 | -6,894-1.88% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 16.76% | 16.26% | $65.3M | 87,441 | $57.0M | 87,701 | -260-0.30% | Reduce |
 APPLE INCAAPL |
| 8.16% | 7.9% | $31.8M | 109,796 | $27.7M | 109,185 | +611+0.56% | Add |
| SSTATE STREETSPYM |
| 6.83% | 3.89% | $26.6M | 302,964 | $13.7M | 178,537 | +124,427+69.69% | Add |
 MICROSOFT CORPMSFT |
| 4.31% | 4.82% | $16.8M | 45,058 | $16.9M | 45,684 | -626-1.37% | Reduce |
 ALPHABET INCGOOGL |
| 3.71% | 3.57% | $14.4M | 40,424 | $12.5M | 43,504 | -3,080-7.08% | Reduce |
 PALO ALTOPANW |
| 2.65% | 1.57% | $10.3M | 30,221 | $5.5M | 34,326 | -4,105-11.96% | Reduce |
 WALMART INCWMT |
| 2.09% | 2.79% | $8.1M | 71,878 | $9.8M | 78,804 | -6,926-8.79% | Reduce |
 AMAZON COM INCAMZN |
| 1.75% | 1.79% | $6.8M | 28,616 | $6.3M | 30,164 | -1,548-5.13% | Reduce |
 RTX CORPORATIONRTX |
| 1.75% | 1.99% | $6.8M | 35,894 | $7.0M | 36,131 | -237-0.66% | Reduce |
 AVANTIS INTLNGG |
| 1.64% | 1.58% | $6.4M | 71,796 | $5.6M | 65,445 | +6,351+9.70% | Add |
 VISA INCV |
| 1.56% | 1.78% | $6.1M | 17,730 | $6.3M | 20,707 | -2,977-14.38% | Reduce |
 TJX COS INC NEWTJX |
| 1.29% | 1.7% | $5.0M | 33,052 | $6.0M | 37,432 | -4,380-11.70% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.12% | 1.08% | $4.3M | 11,755 | $3.8M | 11,760 | -5-0.04% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.1% | 1.03% | $4.3M | 12,180 | $3.6M | 12,610 | -430-3.41% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.05% | 0.2% | $4.1M | 3,544 | $690,883 | 2,045 | +1,499+73.30% | Add |
| AAvantis US Small Cap Value ETFAVDV |
| 0.99% | 0.89% | $3.9M | 37,372 | $3.1M | 31,426 | +5,946+18.92% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.89% | 1.3% | $3.5M | 11,960 | $4.6M | 13,190 | -1,230-9.33% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.89% | 1.06% | $3.5M | 3,702 | $3.7M | 3,736 | -34-0.91% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.87% | 0.84% | $3.4M | 59,162 | $2.9M | 60,159 | -997-1.66% | Reduce |
 CHUBB LIMITEDCB |
| 0.85% | 1.08% | $3.3M | 9,757 | $3.8M | 11,664 | -1,907-16.35% | Reduce |
 BROADCOM INCAVGO |
| 0.85% | 0.72% | $3.3M | 8,734 | $2.5M | 8,139 | +595+7.31% | Add |
 JPMORGAN CHASE & COJPM |
| 0.83% | 1.05% | $3.2M | 9,928 | $3.7M | 12,465 | -2,537-20.35% | Reduce |
 META PLATFORMS INCMETA |
| 0.79% | 0.83% | $3.1M | 5,496 | $2.9M | 5,066 | +430+8.49% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.62% | 0.83% | $2.4M | 10,541 | $2.9M | 13,491 | -2,950-21.87% | Reduce |
 HUBBELL INCHUBB |
| 0.59% | 0.62% | $2.3M | 4,402 | $2.2M | 4,467 | -65-1.46% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.59% | 0.82% | $2.3M | 7,304 | $2.9M | 8,704 | -1,400-16.08% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.54% | 0.86% | $2.1M | 4,213 | $3.0M | 6,130 | -1,917-31.27% | Reduce |
 IDEX CORPIEX |
| 0.51% | 0.48% | $2.0M | 8,755 | $1.7M | 8,975 | -220-2.45% | Reduce |
| IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.47% | 0.54% | $1.8M | 98,956 | $1.9M | 102,006 | -3,050-2.99% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.47% | 0.93% | $1.8M | 42,748 | $3.3M | 52,032 | -9,284-17.84% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.47% | 0.43% | $1.8M | 8,556 | $1.5M | 7,889 | +667+8.45% | Add |
 ABBOTT LABORATORIESABT |
| 0.46% | 0.7% | $1.8M | 19,655 | $2.4M | 23,824 | -4,169-17.50% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.46% | — | $1.8M | 2,464 | $0 | 0 | +2,464 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.45% | 0.57% | $1.8M | 9,200 | $2.0M | 10,580 | -1,380-13.04% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.44% | 0.6% | $1.7M | 12,406 | $2.1M | 12,426 | -20-0.16% | Reduce |
 LOWES COS INC COMLOW |
| 0.43% | 0.52% | $1.7M | 7,677 | $1.8M | 7,661 | +16+0.21% | Add |
 SOUTH PLAINS FINANCIAL INCSPFI |
| 0.43% | — | $1.7M | 38,500 | $0 | 0 | +38,500 | New Buy |
 UNION PAC CORPUNP |
| 0.39% | 0.45% | $1.5M | 5,632 | $1.6M | 6,532 | -900-13.78% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.38% | 0.81% | $1.5M | 7,752 | $2.8M | 16,687 | -8,935-53.54% | Reduce |
 INTEL CORPINTC |
| 0.37% | 0.09% | $1.5M | 10,444 | $312,220 | 7,075 | +3,369+47.62% | Add |
 LAM RESEARCH CORPLRCX |
| 0.35% | 0.11% | $1.3M | 3,104 | $401,723 | 1,880 | +1,224+65.11% | Add |
| EEQUITABLE HLDGS INCEQH |
| 0.33% | 0.42% | $1.3M | 29,240 | $1.5M | 39,240 | -10,000-25.48% | Reduce |
 TESLA INCTSLA |
| 0.32% | 0.42% | $1.2M | 2,954 | $1.5M | 3,986 | -1,032-25.89% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.29% | 0.28% | $1.1M | 1,641 | $980,580 | 1,641 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.27% | 0.21% | $1.0M | 884 | $732,555 | 839 | +45+5.36% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.26% | — | $1.0M | 1,604 | $0 | 0 | +1,604 | New Buy |
| AAT&T INCT |
| 0.26% | 0.44% | $1.0M | 48,999 | $1.5M | 52,787 | -3,788-7.18% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSCV |
| 0.26% | 0.23% | $1.0M | 61,145 | $819,132 | 49,765 | +11,380+22.87% | Add |
 CONOCOPHILLIPSCOP |
| 0.25% | 0.38% | $968,179 | 9,313 | $1.3M | 10,188 | -875-8.59% | Reduce |
