| MSFT Microsoft Corp. | 9.09% | 31,542 | $13.3M | Add +192.6% |
| AAPL Apple Inc. | 6.44% | 54,849 | $9.4M | Add +50.9% |
| AMZN Amazon.com Inc. | 2.78% | 22,502 | $4.1M | Add +91.5% |
| UDR Udr Inc. | 2.61% | 101,829 | $3.8M | Add +31.9% |
| ETN Eaton Corp. PLC | 2.53% | 11,802 | $3.7M | Add +42.7% |
| JPM JPMorgan Chase & Co. | 2.29% | 16,677 | $3.3M | Add +92.7% |
| GOOGL Alphabet Inc. Class A | 2.22% | 21,433 | $3.2M | Add +59.5% |
| UNH Unitedhealth Group Inc. | 2.16% | 6,379 | $3.2M | Add +64.6% |
| KLAC KLA Corp. | 1.95% | 4,067 | $2.8M | Add +41.6% |
| RTX RTX Corp. | 1.88% | 28,154 | $2.7M | Add +53.8% |
| ABT Abbott Laboratories | 1.84% | 23,595 | $2.7M | Add +66.7% |
| LOW Lowe's Cos Inc. | 1.78% | 10,176 | $2.6M | Add +41.4% |
| PANW Palo Alto Networks Inc. | 1.76% | 9,048 | $2.6M | Add +28.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.72% | 5,984 | $2.5M | Add +394.6% |
| PEP Pepsico Inc. | 1.72% | 14,363 | $2.5M | Add +50.5% |
| NKE Nike Inc. Class B | 1.60% | 24,805 | $2.3M | Add +33.0% |
| JNJ Johnson & Johnson | 1.58% | 14,536 | $2.3M | Add +72.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.57% | 18,768 | $2.3M | Add +45.7% |
| CVX Chevron Corp. | 1.51% | 13,978 | $2.2M | Add +76.0% |
| TMO Thermo Fisher Scientific Inc. | 1.38% | 3,457 | $2.0M | Add +47.7% |
| XOM Exxon Mobil Corp. | 1.35% | 16,999 | $2.0M | Add +43.6% |
| HON Honeywell International Inc. | 1.31% | 9,310 | $1.9M | Add +74.0% |
| HD Home Depot Inc. | 1.23% | 4,676 | $1.8M | Add +114.6% |
| ACN Accenture PLC Class A | 1.17% | 4,915 | $1.7M | Add +43.1% |
| NEE Nextera Energy Inc. | 1.16% | 26,499 | $1.7M | Add +43.6% |
| AXP American Express Co. | 1.16% | 7,437 | $1.7M | Add +65.5% |
| INGR Ingredion Inc. | 1.12% | 14,000 | $1.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.10% | 11,825 | $1.6M | Add +142.2% |
| PH Parker Hannifin Corp. | 1.10% | 2,880 | $1.6M | Add +42.9% |
| ABBV Abbvie Inc. | 1.03% | 8,248 | $1.5M | Add +33.0% |
| MCHP Microchip Technology Inc. | 1.01% | 16,376 | $1.5M | Add +40.5% |
| IWR iShares Russell Mid-Cap ETF | 0.94% | 16,393 | $1.4M | Add +352.1% |
| MRK Merck & Co. Inc. | 0.94% | 10,377 | $1.4M | Add +68.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.93% | 5,400 | $1.4M | Add +74.9% |
| KNSL Kinsale Capital Group Inc. | 0.92% | 2,567 | $1.3M | New |
| EXPE Expedia Group Inc. | 0.87% | 9,229 | $1.3M | Add +54.2% |
| PG The Procter & Gamble Co. | 0.85% | 7,688 | $1.2M | Add +85.1% |
| LLY Eli Lilly & Co. | 0.83% | 1,565 | $1.2M | Add +8.3% |
| ADBE Adobe Inc. | 0.83% | 2,412 | $1.2M | Add +75.4% |
| DUK Duke Energy Corp. | 0.80% | 12,035 | $1.2M | Add +124.3% |
| J Jacobs Solutions Inc. | 0.79% | 7,485 | $1.2M | Add +22.4% |
| LIN Linde PLC | 0.78% | 2,458 | $1.1M | Add +23.8% |
| MRSH Marsh & McLennan Cos | 0.76% | 5,394 | $1.1M | New |
| ORCL Oracle Corp. | 0.72% | 8,394 | $1.1M | Add +36.9% |
| MCD McDonald's Corp. | 0.72% | 3,715 | $1.0M | Add +91.2% |
| JEPI JPMorgan Equity Premium Inco | 0.70% | 17,600 | $1.0M | Add +98.9% |
| BDX Becton Dickinson and Co. | 0.69% | 4,075 | $1.0M | Add +80.6% |
| BLK BlackRock Finance Inc. | 0.67% | 1,181 | $985K | Add +73.9% |
| APD Air Products & Chemicals Inc. | 0.67% | 4,036 | $978K | Add +282.9% |
| MDLZ Mondelez International Inc. Class A | 0.66% | 13,735 | $961K | Add +6.3% |
| CRM Salesforce Inc. | 0.66% | 3,176 | $957K | Add +53.4% |
| STZ Constellation Brands Inc. Class A | 0.65% | 3,486 | $947K | Add +28.6% |
| NSC Norfolk Southern Corp. | 0.64% | 3,637 | $927K | Add +27.5% |
| EMR Emerson Electric Co. | 0.63% | 8,157 | $925K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.63% | 5,978 | $922K | Add +20.9% |
| VZ Verizon Communications Inc. | 0.63% | 21,936 | $920K | Add +50.1% |
| ALB Albemarle Corp. | 0.62% | 6,905 | $910K | Add +79.9% |
| AVGO Broadcom Inc. | 0.59% | 647 | $858K | Add +217.2% |
| COST Costco Wholesale Corp. | 0.55% | 1,101 | $807K | Add +205.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.55% | 49,099 | $805K | New |
| BRX Brixmor Property Group Inc. | 0.53% | 33,232 | $779K | Add +26.1% |
| D Dominion Energy Inc. | 0.53% | 15,728 | $774K | Reduce -17.2% |
| PFF iShares Preferred & Income S | 0.50% | 22,679 | $731K | New |
| PM Philip Morris International | 0.50% | 7,925 | $726K | Reduce -21.2% |
| NFLX Netflix Inc. | 0.49% | 1,178 | $715K | Add +51.2% |
| KO The Coca-Cola Co. | 0.47% | 11,180 | $684K | New |
| V Visa Inc. Class A | 0.47% | 2,434 | $679K | Add +39.2% |
| IWY iShares Russell Top 200 Grow | 0.45% | 3,397 | $663K | New |
| CARR Carrier Global Corp. | 0.44% | 11,012 | $640K | Add +0.9% |
| PFE Pfizer Inc. | 0.43% | 22,559 | $626K | Add +49.4% |
| INTC Intel Corp. | 0.42% | 13,994 | $618K | Add +21.4% |
| HAL Halliburton Co. | 0.42% | 15,386 | $607K | Add +66.5% |
| TLT iShares 20+ Year Treasury BD | 0.40% | 6,208 | $587K | New |
| FTNT Fortinet Inc. | 0.40% | 8,464 | $578K | Add +119.3% |
| BSMO Invesco Bulletshares 2024 MB | 0.37% | 22,014 | $546K | New |
| CCI Crown Castle Inc. | 0.37% | 5,138 | $544K | New |
| CSCO Cisco Systems Inc. | 0.36% | 10,610 | $530K | New |
| GD General Dynamics Corp. | 0.36% | 1,861 | $526K | Add +107.7% |
| BSMS Invesco Bulletshares 2028 MB | 0.35% | 21,890 | $514K | New |
| CP Canadian Pacific Kansas City | 0.33% | 5,539 | $488K | Add +112.5% |
| ELV Elevance Health Inc. | 0.31% | 865 | $449K | Add +6.1% |
| ZTS Zoetis Inc. | 0.31% | 2,642 | $447K | Add +26.1% |
| MAS Masco Corp. | 0.30% | 5,631 | $444K | Add +1.4% |
| MO Altria Group Inc. | 0.29% | 9,705 | $423K | Reduce -37.2% |
| OTIS Otis Worldwide Corp. | 0.29% | 4,261 | $423K | Add +8.9% |
| MKL Markel Group Inc. | 0.28% | 272 | $414K | New |
| GOOG Alphabet Inc. Class C | 0.28% | 2,660 | $405K | New |
| IVV iShares Core S&P 500 ETF | 0.27% | 738 | $388K | New |
| IBB iShares Biotechnology ETF | 0.26% | 2,786 | $382K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,851 | $353K | New |
| CMCSA Comcast Corp. Class A | 0.23% | 7,741 | $336K | Add +30.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.23% | 17,238 | $331K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 8,695 | $330K | New |
| CMI Cummins Inc. | 0.22% | 1,085 | $320K | Add +3.3% |
| MET Metlife Inc. | 0.22% | 4,273 | $317K | Reduce -6.3% |
| YUM Yum! Brands Inc. | 0.22% | 2,283 | $317K | Reduce -10.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.21% | 15,916 | $307K | New |
| SBUX Starbucks Corp. | 0.20% | 3,225 | $295K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.20% | 3,188 | $291K | New |
| BSCW Invesco Bulletshares 2032 CB | 0.19% | 13,909 | $282K | New |