NVIDIA CORPORATION NVDA
11.52% 12.26% $16.9M 84,617 $14.8M 84,873 -256 -0.30% Reduce V VANGUARD INDEX FDS VOO
5.45% 5.58% $8.0M 11,661 $6.7M 11,266 +395 +3.51% Add DUKE ENERGY CORP NEW DUK
5.36% 6.49% $7.9M 62,256 $7.8M 59,848 +2,408 +4.02% Add TRUIST FINL CORP TFC
5.03% 5.88% $7.4M 148,329 $7.1M 154,404 -6,075 -3.93% Reduce APPLE INC AAPL
3.97% 4.3% $5.8M 20,173 $5.2M 20,447 -274 -1.34% Reduce F FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF FTEC
3.22% 2.96% $4.7M 16,554 $3.6M 17,174 -620 -3.61% Reduce ELI LILLY & CO LLY
2.53% 2.4% $3.7M 3,098 $2.9M 3,144 -46 -1.46% Reduce KLA CORP KLAC
2.49% 1.47% $3.7M 12,121 $1.8M 1,202 +10,919 +908.40% Add CROWDSTRIKE HLDGS INC CRWD
2.37% 1.46% $3.5M 4,572 $1.8M 4,502 +70 +1.55% Add LOWES COS INC COM LOW
2.07% 2.71% $3.0M 13,779 $3.3M 13,834 -55 -0.40% Reduce A APPLOVIN CORP APP
1.96% 1.85% $2.9M 5,583 $2.2M 5,618 -35 -0.62% Reduce I INVESCO NASDAQ 100 ETF QQQM
1.95% 1.86% $2.9M 9,437 $2.3M 9,470 -33 -0.35% Reduce MICROSOFT CORP MSFT
1.94% 2.36% $2.9M 7,650 $2.9M 7,712 -62 -0.80% Reduce AMAZON COM INC AMZN
1.91% 2.01% $2.8M 11,750 $2.4M 11,661 +89 +0.76% Add VERTIV HOLDINGS CO VRT
1.59% 0.69% $2.3M 6,991 $833,930 3,328 +3,663 +110.07% Add V VANGUARD MID VO
1.47% 1.65% $2.2M 26,894 $2.0M 6,940 +19,954 +287.52% Add CATERPILLAR INC CAT
1.46% 1.15% $2.1M 2,013 $1.4M 1,966 +47 +2.39% Add F FIRST TRUST NASDAQ SEMICONDUCTOR ETF FTXL
1.35% 0.2% $2.0M 6,953 $243,768 1,653 +5,300 +320.63% Add MICRON TECHNOLOGY INC MU
1.31% 0.41% $1.9M 1,663 $491,557 1,455 +208 +14.30% Add ABBVIE INC ABBV
1.21% 1.29% $1.8M 7,057 $1.6M 7,180 -123 -1.71% Reduce EXXON MOBIL CORP XOM
1.17% 1.74% $1.7M 12,604 $2.1M 12,401 +203 +1.64% Add I INVESCO EXCH TRADED FD TR II SPMO
1.11% 0.9% $1.6M 10,134 $1.1M 9,658 +476 +4.93% Add CSX CORP CSX
1.09% 1.14% $1.6M 33,566 $1.4M 33,666 -100 -0.30% Reduce I INVESCO QQQ TR QQQ
1.08% 1.03% $1.6M 2,149 $1.2M 2,150 -1 -0.05% Reduce F FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND FDL
0.96% 0.96% $1.4M 12,303 $1.2M 12,378 -75 -0.61% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.85% 1.01% $1.3M 2,504 $1.2M 2,534 -30 -1.18% Reduce CISCO SYS INC CSCO
0.85% 0.68% $1.3M 10,642 $825,726 10,642 0 0.00% Unchanged A Alphabet Inc Class C GOOG
0.77% 0.76% $1.1M 3,205 $919,386 3,205 0 0.00% Unchanged MERCK & CO INC MRK
0.77% 0.88% $1.1M 8,800 $1.1M 8,792 +8 +0.09% Add CONSTRUCTION PARTNERS INC ROAD
0.77% 0.87% $1.1M 9,505 $1.1M 9,505 0 0.00% Unchanged M MASTEC INC MTZ
0.75% 0.67% $1.1M 2,633 $814,646 2,532 +101 +3.99% Add JOHNSON & JOHNSON JNJ
0.73% 0.85% $1.1M 4,207 $1.0M 4,177 +30 +0.72% Add TESLA INC TSLA
0.73% 0.77% $1.1M 2,535 $934,580 2,514 +21 +0.84% Add S SPDR GOLD TR GLD
0.7% 1.03% $1.0M 2,804 $1.2M 2,903 -99 -3.41% Reduce SNOWFLAKE INC COM SHS SNOW
0.68% 0.48% $993,822 3,905 $577,641 3,830 +75 +1.96% Add US FOODS HLDG CORP USFD
0.68% 0.74% $992,336 9,705 $894,898 9,705 0 0.00% Unchanged GE AEROSPACE GE
0.66% 0.61% $973,414 2,605 $741,603 2,613 -8 -0.31% Reduce S STATE STREET SPYM
0.63% 0.67% $922,213 10,494 $803,211 10,494 0 0.00% Unchanged MASTERCARD INCORPORATED MA
0.6% 0.81% $875,688 1,705 $976,835 1,955 -250 -12.79% Reduce ARISTA NETWORKS INC ANET
0.57% 0.46% $835,810 4,920 $560,491 4,565 +355 +7.78% Add BROADCOM INC AVGO
0.57% 0.56% $831,428 2,201 $681,232 2,201 0 0.00% Unchanged PARKER-HANNIFIN CORP PH
0.55% 0.62% $814,774 833 $751,106 839 -6 -0.72% Reduce I INVESCO S&P MIDCAP QUALITY ETF XMHQ
0.55% 0.63% $808,672 7,164 $760,493 7,357 -193 -2.62% Reduce WESTERN DIGITAL CORP WDC
0.52% 0.24% $769,019 1,204 $288,342 1,066 +138 +12.95% Add VERIZON COMMUNICATIONS INC VZ
0.52% 0.75% $766,266 18,098 $910,965 18,147 -49 -0.27% Reduce GE VERNOVA INC GEV
0.51% 0.45% $753,197 641 $537,776 616 +25 +4.06% Add SEAGATE TECHNOLOGY HLDNGS PL STX
0.51% 0.21% $748,840 776 $258,953 661 +115 +17.40% Add M MIRUM PHARMACEUTICALS INC MIRM
0.48% 0.46% $699,493 5,975 $551,970 5,975 0 0.00% Unchanged PFIZER INC PFE
0.47% 0.66% $685,004 28,447 $793,176 28,247 +200 +0.71% Add I ISHARES TR IVV
0.47% 0.47% $684,485 914 $570,906 874 +40 +4.58% Add 
