I ISHARES TR IVV
10.75% 10.67% $30.6M 40,799 $26.4M 40,355 +444 +1.10% Add B BLACKROCK ETF TRUST II BINC
8.46% 9.2% $24.0M 459,378 $22.7M 437,676 +21,702 +4.96% Add V VANGUARD INDEX FDS VOO
7.54% 6.93% $21.4M 29,094 $17.1M 29,667 -573 -1.93% Reduce I ISHARES TR SGOV
5.37% 5.96% $15.3M 151,612 $14.7M 146,217 +5,395 +3.69% Add S SPDR SERIES TRUST BIL
5.36% 5.98% $15.2M 166,251 $14.8M 161,200 +5,051 +3.13% Add V VANGUARD INDEX FDS VTV
3.48% 3.58% $9.9M 45,328 $8.8M 45,044 +284 +0.63% Add J J P MORGAN EXCHANGE TRADED F JEPI
2.17% 2.44% $6.2M 109,173 $6.0M 106,590 +2,583 +2.42% Add F FUNDSTRAT GRANNY GRNY
2.04% 1.98% $5.8M 209,283 $4.9M 205,405 +3,878 +1.89% Add S SELECT SECTOR SPDR TR XLK
1.72% 1.49% $4.9M 25,710 $3.7M 27,708 -1,998 -7.21% Reduce F FIRST TRUST CIBR
1.65% 1.33% $4.7M 52,138 $3.3M 52,406 -268 -0.51% Reduce S STATE STREET XLI
1.64% 1.62% $4.7M 25,133 $4.0M 24,830 +303 +1.22% Add TESLA INC TSLA
1.6% 1.6% $4.5M 10,811 $3.9M 10,604 +207 +1.95% Add S SELECT SECTOR SPDR TR XLF
1.39% 1.45% $4.0M 73,796 $3.6M 72,540 +1,256 +1.73% Add DEERE & CO DE
1.27% 1.27% $3.6M 5,690 $3.1M 5,573 +117 +2.10% Add GE VERNOVA INC GEV
1.22% 1.2% $3.5M 2,956 $3.0M 3,408 -452 -13.26% Reduce ADVANCED MICRO DEVICES INC AMD
1.19% 1.08% $3.4M 5,827 $2.7M 13,141 -7,314 -55.66% Reduce S STATE STREET SPYM
1.18% 1.14% $3.4M 38,253 $2.8M 36,810 +1,443 +3.92% Add KLA CORP KLAC
1.18% 1.05% $3.3M 11,101 $2.6M 1,767 +9,334 +528.24% Add CATERPILLAR INC CAT
1.15% 1.13% $3.3M 3,067 $2.8M 3,927 -860 -21.90% Reduce AMAZON COM INC AMZN
1.15% 1.16% $3.3M 13,662 $2.9M 13,720 -58 -0.42% Reduce ALPHABET INC GOOGL
1.14% 1.21% $3.2M 9,074 $3.0M 10,428 -1,354 -12.98% Reduce NVIDIA CORPORATION NVDA
1.14% 1.16% $3.2M 16,198 $2.9M 16,461 -263 -1.60% Reduce QUANTA SVCS INC PWR
1.13% 1.18% $3.2M 4,471 $2.9M 5,324 -853 -16.02% Reduce GE AEROSPACE GE
1.13% 1% $3.2M 8,601 $2.5M 8,714 -113 -1.30% Reduce P PNC FINL SVCS GROUP INC COM PNC
1.13% 1.09% $3.2M 13,018 $2.7M 12,959 +59 +0.46% Add APPLE INC AAPL
1.11% 1.2% $3.2M 10,907 $3.0M 11,654 -747 -6.41% Reduce ARISTA NETWORKS INC ANET
1.11% 1.02% $3.2M 18,573 $2.5M 20,465 -1,892 -9.25% Reduce JPMORGAN CHASE & CO JPM
1.09% 1.13% $3.1M 9,453 $2.8M 9,505 -52 -0.55% Reduce M MONSTER BEVERAGE CORP NEW COM MNST
1.08% 1.05% $3.1M 32,052 $2.6M 35,937 -3,885 -10.81% Reduce EATON CORP PLC ETN
1.08% 1.12% $3.1M 7,186 $2.8M 7,708 -522 -6.77% Reduce T TEXAS PACIFIC LAND CORPORATI TPL
1.07% 0.92% $3.0M 6,965 $2.3M 4,784 +2,181 +45.59% Add CADENCE DESIGN SYSTEM INC COM CDNS
1.02% 0.91% $2.9M 7,722 $2.3M 8,107 -385 -4.75% Reduce AIR PRODUCTS AND CHEMICALS I APD
1% 1.1% $2.9M 9,736 $2.7M 9,352 +384 +4.11% Add UNION PAC CORP UNP
1% 0.98% $2.8M 10,469 $2.4M 9,948 +521 +5.24% Add GOLDMAN SACHS GROUP INC GS
0.99% 1.12% $2.8M 2,793 $2.8M 3,272 -479 -14.64% Reduce B BANK NEW YORK MELLON CORP BNY
0.98% 1.21% $2.8M 19,301 $3.0M 25,215 -5,914 -23.45% Reduce ONEOK INC NEW OKE
0.98% 1.12% $2.8M 31,991 $2.8M 30,504 +1,487 +4.87% Add PACKAGING CORP AMER PKG
0.97% 0.95% $2.8M 11,625 $2.3M 11,039 +586 +5.31% Add BROADCOM INC AVGO
0.95% 0.91% $2.7M 7,169 $2.2M 7,268 -99 -1.36% Reduce SERVICENOW INC NOW
0.95% — $2.7M 27,237 $0 0 +27,237 New Buy AMERICAN EXPRESS CO AXP
0.95% 0.97% $2.7M 7,981 $2.4M 7,889 +92 +1.17% Add COSTCO WHOLESALE CORPORATION COST
0.94% 1.12% $2.7M 2,852 $2.8M 2,788 +64 +2.30% Add CF INDS HLDGS INC CF
0.94% — $2.7M 24,584 $0 0 +24,584 New Buy ELI LILLY & CO LLY
0.93% — $2.6M 2,204 $0 0 +2,204 New Buy TJX COS INC NEW TJX
0.93% 1.11% $2.6M 17,387 $2.7M 17,123 +264 +1.54% Add UNITEDHEALTH GROUP INC UNH
0.92% — $2.6M 6,302 $0 0 +6,302 New Buy ROBINHOOD MKTS INC HOOD
0.92% 0.85% $2.6M 26,028 $2.1M 30,197 -4,169 -13.81% Reduce VISTRA CORP VST
0.91% 0.95% $2.6M 16,360 $2.4M 15,694 +666 +4.24% Add PHILIP MORRIS INTL INC PM
0.9% — $2.6M 14,181 $0 0 +14,181 New Buy MICROSOFT CORP MSFT
0.9% 0.98% $2.6M 6,845 $2.4M 6,549 +296 +4.52% Add 
