 APPLE INCAAPL |
| 14.62% | 14.06% | $27.4M | 94,788 | $23.6M | 93,133 | +1,655+1.78% | Add |
 NVIDIA CORPORATIONNVDA |
| 11.46% | 11.63% | $21.5M | 107,456 | $19.6M | 112,109 | -4,653-4.15% | Reduce |
 ALPHABET INCGOOGL |
| 11.19% | 10.26% | $21.0M | 58,753 | $17.2M | 59,967 | -1,214-2.02% | Reduce |
 AMAZON COM INCAMZN |
| 8.72% | 8.74% | $16.4M | 68,695 | $14.7M | 70,553 | -1,858-2.63% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.27% | 4.34% | $8.0M | 24,495 | $7.3M | 24,803 | -308-1.24% | Reduce |
 VISA INCV |
| 4.07% | 4.12% | $7.6M | 22,264 | $6.9M | 22,921 | -657-2.87% | Reduce |
 MICROSOFT CORPMSFT |
| 3.58% | 4.03% | $6.7M | 17,986 | $6.8M | 18,282 | -296-1.62% | Reduce |
 HOME DEPOT INCHD |
| 3.36% | 3.25% | $6.3M | 17,854 | $5.5M | 16,615 | +1,239+7.46% | Add |
| BBANK OF AMER CORPBAC |
| 2.9% | 2.92% | $5.4M | 95,494 | $4.9M | 100,601 | -5,107-5.08% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.55% | 2.28% | $4.8M | 13,537 | $3.8M | 13,391 | +146+1.09% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.98% | 2.25% | $3.7M | 22,685 | $3.8M | 21,905 | +780+3.56% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.95% | 2.06% | $3.7M | 7,314 | $3.5M | 7,231 | +83+1.15% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.77% | 1.38% | $3.3M | 7,978 | $2.3M | 8,565 | -587-6.85% | Reduce |
 VULCAN MATLS COVMC |
| 1.73% | 1.81% | $3.2M | 11,000 | $3.0M | 11,150 | -150-1.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.61% | 1.67% | $3.0M | 11,913 | $2.8M | 11,455 | +458+4.00% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.5% | 1.59% | $2.8M | 26,140 | $2.7M | 27,086 | -946-3.49% | Reduce |
 DEERE & CODE |
| 1.36% | 1.27% | $2.5M | 4,016 | $2.1M | 3,799 | +217+5.71% | Add |
 MCDONALDS CORPMCD |
| 1.13% | 1.44% | $2.1M | 7,831 | $2.4M | 7,796 | +35+0.45% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.08% | 0.86% | $2.0M | 4,226 | $1.4M | 4,290 | -64-1.49% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.02% | 1.21% | $1.9M | 2,039 | $2.0M | 2,039 | 00.00% | Unchanged |
 CSX CORPCSX |
| 0.96% | 0.95% | $1.8M | 37,981 | $1.6M | 38,910 | -929-2.39% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.94% | 1.01% | $1.8M | 6,763 | $1.7M | 6,884 | -121-1.76% | Reduce |
| SSIMPLIFY EXCHANGE TRADED FUNSBIL |
| 0.9% | 0.53% | $1.7M | 16,878 | $888,933 | 8,884 | +7,994+89.98% | Add |
 ELI LILLY & COLLY |
| 0.86% | 0.75% | $1.6M | 1,343 | $1.3M | 1,370 | -27-1.97% | Reduce |
 TESLA INCTSLA |
| 0.82% | 0.82% | $1.5M | 3,641 | $1.4M | 3,706 | -65-1.75% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.8% | 0.7% | $1.5M | 2,034 | $1.2M | 2,053 | -19-0.93% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 0.78% | 0.67% | $1.5M | 3,748 | $1.1M | 3,864 | -116-3.00% | Reduce |
| AALPS ETF TRAMLP |
| 0.68% | 0.78% | $1.3M | 24,748 | $1.3M | 25,038 | -290-1.16% | Reduce |
 WASTE MGMT INC DELWM |
| 0.67% | 0.78% | $1.3M | 5,655 | $1.3M | 5,738 | -83-1.45% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.66% | 0.94% | $1.2M | 7,480 | $1.6M | 7,645 | -165-2.16% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 0.61% | 0.75% | $1.1M | 8,237 | $1.3M | 8,353 | -116-1.39% | Reduce |
 PEPSICO INCPEP |
| 0.61% | 0.8% | $1.1M | 8,401 | $1.3M | 8,681 | -280-3.23% | Reduce |
 AMGEN INC COMAMGN |
| 0.55% | 0.6% | $1.0M | 2,858 | $1.0M | 2,858 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.54% | 0.75% | $1.0M | 7,467 | $1.3M | 7,440 | +27+0.36% | Add |
| IISHARES TRIVV |
| 0.48% | 0.47% | $907,655 | 1,212 | $794,303 | 1,216 | -4-0.33% | Reduce |
 MID-AMER APT CMNTYS INCMAA |
| 0.47% | 0.44% | $888,104 | 6,392 | $736,017 | 6,027 | +365+6.06% | Add |
 SOUTHERN COSO |
| 0.45% | 0.48% | $844,056 | 8,818 | $810,671 | 8,399 | +419+4.99% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.45% | 0.51% | $838,353 | 6,623 | $856,740 | 6,543 | +80+1.22% | Add |
 DOMINION ENERGY INCD |
| 0.44% | 0.45% | $833,138 | 12,200 | $753,277 | 12,185 | +15+0.12% | Add |
 AIRBNB INC COM CL AABNB |
| 0.44% | 0.47% | $817,817 | 5,715 | $793,544 | 6,284 | -569-9.05% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.42% | 0.5% | $796,249 | 9,072 | $836,477 | 9,006 | +66+0.73% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.4% | 0.37% | $741,733 | 10,279 | $619,173 | 8,608 | +1,671+19.41% | Add |
 CATERPILLAR INCCAT |
| 0.39% | — | $737,883 | 692 | $0 | 0 | +692 | New Buy |
 MARRIOTT INTL INC NEWMAR |
| 0.37% | 0.38% | $693,040 | 1,870 | $646,825 | 1,977 | -107-5.41% | Reduce |
 Old National Bancorp CORP COMMONONB |
| 0.34% | 0.32% | $634,291 | 24,490 | $541,229 | 24,490 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.34% | 0.46% | $631,611 | 18,973 | $776,507 | 20,211 | -1,238-6.13% | Reduce |
 LINDE PLCLIN |
| 0.33% | 0.35% | $619,614 | 1,194 | $591,937 | 1,194 | 00.00% | Unchanged |
 CHUBB LIMITEDCB |
| 0.28% | 0.3% | $521,673 | 1,531 | $498,999 | 1,531 | 00.00% | Unchanged |
 THE TRADE DESK INCTTD |
| 0.27% | 0.68% | $513,508 | 28,402 | $1.2M | 50,752 | -22,350-44.04% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.27% | 0.28% | $503,662 | 498 | $463,603 | 548 | -50-9.12% | Reduce |
