 ALPHABET INCGOOGL |
| 5.36% | 4.59% | $19.3M | 53,956 | $12.7M | 44,171 | +9,785+22.15% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.8% | 4.44% | $17.3M | 86,317 | $12.3M | 70,429 | +15,888+22.56% | Add |
 APPLE INCAAPL |
| 4.44% | 4.03% | $16.0M | 55,146 | $11.2M | 43,983 | +11,163+25.38% | Add |
 MICROSOFT CORPMSFT |
| 4.15% | 4.39% | $14.9M | 40,008 | $12.2M | 32,877 | +7,131+21.69% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.63% | 2.62% | $9.4M | 18,866 | $7.2M | 15,127 | +3,739+24.72% | Add |
 VISA INCV |
| 1.89% | 1.64% | $6.8M | 19,761 | $4.5M | 15,002 | +4,759+31.72% | Add |
 ELI LILLY & COLLY |
| 1.86% | 1.58% | $6.7M | 5,580 | $4.4M | 4,745 | +835+17.60% | Add |
 BROADCOM INCAVGO |
| 1.8% | 1.41% | $6.5M | 17,100 | $3.9M | 12,640 | +4,460+35.28% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.59% | 1.73% | $5.7M | 24,228 | $4.8M | 22,336 | +1,892+8.47% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.58% | 1.74% | $5.7M | 22,360 | $4.8M | 19,700 | +2,660+13.50% | Add |
 JPMORGAN CHASE & COJPM |
| 1.52% | 1.72% | $5.5M | 16,655 | $4.8M | 16,156 | +499+3.09% | Add |
 AMAZON COM INCAMZN |
| 1.39% | 1.3% | $5.0M | 20,957 | $3.6M | 17,227 | +3,730+21.65% | Add |
 META PLATFORMS INCMETA |
| 1.33% | 1.15% | $4.8M | 8,458 | $3.2M | 5,587 | +2,871+51.39% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.27% | 2.1% | $4.6M | 6,137 | $5.8M | 8,946 | -2,809-31.40% | Reduce |
 EATON CORP PLCETN |
| 1.24% | 1.18% | $4.5M | 10,480 | $3.3M | 9,149 | +1,331+14.55% | Add |
 WW GRAINGER INCGWW |
| 1.18% | 0.86% | $4.3M | 3,132 | $2.4M | 2,194 | +938+42.75% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.05% | 1.13% | $3.8M | 7,377 | $3.1M | 6,267 | +1,110+17.71% | Add |
 MCKESSON CORP COMMCK |
| 1.04% | 1.21% | $3.7M | 4,932 | $3.4M | 3,884 | +1,048+26.98% | Add |
| IISHARES TRIWD |
| 1.01% | 1.24% | $3.6M | 14,929 | $3.4M | 16,027 | -1,098-6.85% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.98% | 0.99% | $3.5M | 11,183 | $2.8M | 8,369 | +2,814+33.62% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.97% | 1.38% | $3.5M | 7,954 | $3.8M | 8,040 | -86-1.07% | Reduce |
 WALMART INCWMT |
| 0.96% | 1.26% | $3.4M | 30,439 | $3.5M | 28,017 | +2,422+8.64% | Add |
| IISHARES TRIVV |
| 0.95% | 0.91% | $3.4M | 4,577 | $2.5M | 3,875 | +702+18.12% | Add |
 EXXON MOBIL CORPXOM |
| 0.95% | 1.4% | $3.4M | 24,901 | $3.9M | 22,929 | +1,972+8.60% | Add |
| SSTATE STREETSPYM |
| 0.91% | 0.7% | $3.3M | 37,161 | $1.9M | 25,375 | +11,786+46.45% | Add |
 APPLIED MATLS INCAMAT |
| 0.91% | — | $3.3M | 4,507 | $0 | 0 | +4,507 | New Buy |
 HOME DEPOT INCHD |
| 0.87% | 0.49% | $3.1M | 8,866 | $1.4M | 4,166 | +4,700+112.82% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.85% | 0.08% | $3.1M | 2,651 | $219,934 | 651 | +2,000+307.22% | Add |
| IISHARES TRIUSB |
| 0.72% | 0.6% | $2.6M | 55,822 | $1.7M | 36,148 | +19,674+54.43% | Add |
 QUANTA SVCS INCPWR |
| 0.71% | 0.73% | $2.5M | 3,534 | $2.0M | 3,663 | -129-3.52% | Reduce |
| IINVESCO S&PSPHQ |
| 0.7% | 0.73% | $2.5M | 27,964 | $2.0M | 26,729 | +1,235+4.62% | Add |
 RTX CORPORATIONRTX |
| 0.68% | 0.66% | $2.4M | 12,898 | $1.8M | 9,458 | +3,440+36.37% | Add |
 CHEVRON CORPORATIONCVX |
| 0.66% | 0.96% | $2.4M | 14,275 | $2.7M | 12,852 | +1,423+11.07% | Add |
| IISHARES COREIJR |
| 0.61% | 0.65% | $2.2M | 14,809 | $1.8M | 14,466 | +343+2.37% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.6% | 0.69% | $2.2M | 35,269 | $1.9M | 34,320 | +949+2.77% | Add |
| IINVESCO CURRENCYSHARES EUROFXE |
| 0.6% | 0.92% | $2.1M | 20,347 | $2.5M | 23,857 | -3,510-14.71% | Reduce |
 CONOCOPHILLIPSCOP |
| 0.59% | 1.02% | $2.1M | 20,454 | $2.8M | 21,460 | -1,006-4.69% | Reduce |
 AMPHENOL CORPAPH |
| 0.56% | 0.38% | $2.0M | 11,344 | $1.0M | 8,276 | +3,068+37.07% | Add |
 S&P GLOBAL INCSPGI |
| 0.53% | 0.59% | $1.9M | 4,656 | $1.6M | 3,835 | +821+21.41% | Add |
| WWISDOMTREE TRDLN |
| 0.52% | 0.64% | $1.9M | 19,569 | $1.8M | 19,713 | -144-0.73% | Reduce |
| IISHARES TRIVW |
| 0.52% | 0.55% | $1.9M | 13,630 | $1.5M | 13,463 | +167+1.24% | Add |
 CISCO SYS INCCSCO |
| 0.51% | 0.38% | $1.8M | 15,544 | $1.0M | 13,444 | +2,100+15.62% | Add |
| BBLACKROCK ETF TRUSTDYNF |
| 0.5% | 0.54% | $1.8M | 26,198 | $1.5M | 25,670 | +528+2.06% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.49% | 0.56% | $1.8M | 20,048 | $1.5M | 16,644 | +3,404+20.45% | Add |
 ASML HLDG NVASML |
| 0.48% | — | $1.7M | 874 | $0 | 0 | +874 | New Buy |
| GGLOBAL X FDSMLPX |
| 0.48% | 0.59% | $1.7M | 23,531 | $1.6M | 22,027 | +1,504+6.83% | Add |
 AMGEN INC COMAMGN |
| 0.47% | 0.46% | $1.7M | 4,679 | $1.3M | 3,583 | +1,096+30.59% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.46% | 0.41% | $1.7M | 3,485 | $1.1M | 3,375 | +110+3.26% | Add |
 INTEL CORPINTC |
| 0.46% | 0.19% | $1.6M | 11,770 | $516,144 | 11,696 | +74+0.63% | Add |
 DEERE & CODE |
| 0.46% | 0.25% | $1.6M | 2,587 | $692,296 | 1,229 | +1,358+110.50% | Add |
