| AAPL Apple Inc. | 6.97% | 66,170 | $18.0M | Reduce -0.5% |
| MSFT Microsoft Corp. | 6.95% | 37,115 | $17.9M | Add +1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.39% | 15 | $11.3M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 3.97% | 32,740 | $10.2M | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 2.81% | 22,520 | $7.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 2.58% | 28,829 | $6.7M | Add +2.6% |
| SHV iShares 0-1 Year Treasury Bo | 1.94% | 45,490 | $5.0M | Add +81.8% |
| KO The Coca-Cola Co. | 1.87% | 68,986 | $4.8M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.80% | 9,221 | $4.6M | Reduce -4.2% |
| RTX RTX Corp. | 1.79% | 25,194 | $4.6M | Reduce -13.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.61% | 13,663 | $4.2M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 1.61% | 13,020 | $4.1M | Add +0.5% |
| KLAC KLA Corp. | 1.59% | 3,384 | $4.1M | Reduce -0.1% |
| HON Honeywell International Inc. | 1.48% | 19,628 | $3.8M | Add +24.4% |
| SCHO Schwab Short-Term US Treas | 1.48% | 156,860 | $3.8M | Add +43.4% |
| XOM Exxon Mobil Corp. | 1.43% | 30,739 | $3.7M | Add +10.8% |
| PANW Palo Alto Networks Inc. | 1.34% | 18,712 | $3.4M | Add +9.5% |
| JNJ Johnson & Johnson | 1.27% | 15,782 | $3.3M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.25% | 9,347 | $3.2M | Reduce -0.9% |
| ABT Abbott Laboratories | 1.21% | 24,850 | $3.1M | Add +1.6% |
| UDR Udr Inc. | 1.19% | 83,687 | $3.1M | Reduce -14.5% |
| AXP American Express Co. | 1.14% | 7,977 | $3.0M | Add +0.4% |
| IWY iShares Russell Top 200 Grow | 1.03% | 9,556 | $2.6M | Add +2.3% |
| IWR iShares Russell Mid-Cap ETF | 1.00% | 26,847 | $2.6M | Reduce -7.0% |
| PH Parker Hannifin Corp. | 0.99% | 2,906 | $2.6M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.97% | 8,468 | $2.5M | Reduce -0.7% |
| DUK Duke Energy Corp. | 0.97% | 21,332 | $2.5M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.95% | 4,225 | $2.4M | Add +3.8% |
| LOW Lowe's Cos Inc. | 0.95% | 10,120 | $2.4M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.94% | 29,821 | $2.4M | Add +21.0% |
| HD Home Depot Inc. | 0.94% | 7,074 | $2.4M | Add +0.6% |
| PEP Pepsico Inc. | 0.89% | 15,795 | $2.3M | Add +0.1% |
| EXPE Expedia Group Inc. | 0.86% | 7,859 | $2.2M | Add +0.3% |
| CVX Chevron Corp. | 0.84% | 14,202 | $2.2M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.83% | 18,778 | $2.2M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.79% | 1,913 | $2.0M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.79% | 14,241 | $2.0M | Add +9.0% |
| ORCL Oracle Corp. | 0.78% | 10,341 | $2.0M | Add +14.8% |
| NEE Nextera Energy Inc. | 0.77% | 24,739 | $2.0M | Reduce -3.7% |
| UNH Unitedhealth Group Inc. | 0.75% | 5,872 | $1.9M | Reduce -1.9% |
| UBSI United Bankshares Inc. | 0.71% | 47,027 | $1.8M | Reduce -32.9% |
| CRM Salesforce Inc. | 0.69% | 6,716 | $1.8M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.68% | 1,625 | $1.7M | Add +6.1% |
| PM Philip Morris International | 0.63% | 9,982 | $1.6M | Add +9.3% |
| EMR Emerson Electric Co. | 0.62% | 12,102 | $1.6M | Add +0.7% |
| NFLX Netflix Inc. | 0.62% | 17,048 | $1.6M | Add +41.7% |
| ABBV Abbvie Inc. | 0.61% | 6,944 | $1.6M | Add +0.7% |
| CME Cme Group Inc. | 0.61% | 5,722 | $1.6M | Add +2.2% |
| INGR Ingredion Inc. | 0.60% | 14,000 | $1.5M | No change |
| NKE Nike Inc. Class B | 0.58% | 23,260 | $1.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.55% | 1,650 | $1.4M | Add +41.3% |
| MRSH Marsh & McLennan Cos | 0.53% | 7,378 | $1.4M | Reduce -9.8% |
| MRK Merck & Co. Inc. | 0.53% | 12,880 | $1.4M | Reduce -1.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.53% | 5,259 | $1.4M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.51% | 2,007 | $1.3M | Add +60.3% |
| GOOG Alphabet Inc. Class C | 0.51% | 4,160 | $1.3M | Reduce -2.5% |
| ACN Accenture PLC Class A | 0.50% | 4,791 | $1.3M | Reduce -2.4% |
| BLK BlackRock Inc. | 0.49% | 1,192 | $1.3M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 1,825 | $1.2M | Add +5.2% |
| NVDA Nvidia Corp. | 0.46% | 6,317 | $1.2M | Add +1.7% |
| MCD McDonald's Corp. | 0.45% | 3,822 | $1.2M | Add +1.1% |
| APD Air Products & Chemicals Inc. | 0.44% | 4,643 | $1.1M | Add +23.6% |
| D Dominion Energy Inc. | 0.42% | 18,595 | $1.1M | Add +13.4% |
| V Visa Inc. Class A | 0.42% | 3,055 | $1.1M | Reduce -2.8% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 6,582 | $1.1M | Reduce -0.9% |
| TFC Truist Financial Corp. | 0.40% | 20,958 | $1.0M | Reduce -4.5% |
| KNSL Kinsale Capital Group Inc. | 0.39% | 2,567 | $1.0M | No change |
| LIN Linde PLC | 0.37% | 2,238 | $954K | Add +0.1% |
| J Jacobs Solutions Inc. | 0.37% | 7,171 | $950K | Add +3.6% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 16,357 | $888K | Add +6.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.34% | 51,782 | $876K | Add +0.6% |
| BRX Brixmor Property Group Inc. | 0.34% | 33,232 | $871K | No change |
| NSC Norfolk Southern Corp. | 0.34% | 3,002 | $867K | Reduce -12.4% |
| ICE Intercontinental Exchange Inc. | 0.33% | 5,283 | $856K | Add +25.4% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,666 | $822K | Add +0.1% |
| PLD Prologis Inc. | 0.32% | 6,409 | $818K | Add +0.2% |
| WMT Walmart Inc. | 0.32% | 7,300 | $813K | Add +0.5% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.31% | 22,629 | $788K | Reduce -2.5% |
| FCNCA First Citizens Bcshs Class A | 0.31% | 367 | $788K | Reduce -0.3% |
| MO Altria Group Inc. | 0.30% | 13,264 | $779K | Reduce -0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 1,872 | $773K | No change |
| FTNT Fortinet Inc. | 0.27% | 8,928 | $709K | Reduce -4.4% |
| GD General Dynamics Corp. | 0.27% | 2,100 | $707K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 1,447 | $706K | Add +11.3% |
| TLTW iShares 20+ Bond Buywrite | 0.27% | 30,761 | $697K | Reduce -17.1% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 3,590 | $688K | New |
| FSK FS KKR Capital Corp. | 0.26% | 45,888 | $680K | Add +19.9% |
| CP Canadian Pacific Kansas City | 0.26% | 9,161 | $676K | Add +12.9% |
| AMTM Amentum Holdings Inc. | 0.25% | 22,219 | $644K | Add +28.5% |
| VZ Verizon Communications Inc. | 0.25% | 15,767 | $642K | Reduce -9.4% |
| PFF iShares Preferred & Income S | 0.24% | 20,147 | $624K | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,815 | $619K | Add +61.9% |
| AGG iShares Core U.S. Aggregate | 0.24% | 6,179 | $617K | Add +28.2% |
| CARR Carrier Global Corp. | 0.23% | 11,256 | $595K | Reduce -0.5% |
| ALB Albemarle Corp. | 0.23% | 4,111 | $583K | Add +0.9% |
| BSCX Invesco Bulletshares 2033 CB | 0.23% | 27,100 | $582K | Add +2.9% |
| T AT&T Inc. | 0.22% | 23,345 | $580K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.22% | 1,005 | $576K | No change |
| AVEM Avantis Emerging Markets Eq | 0.22% | 7,416 | $571K | Add +4.7% |
| GLDI UBS AG Et GL SHR Covr Class ETN | 0.22% | 3,208 | $557K | Reduce -42.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 2,881 | $550K | Add +3.4% |
| INCO Columbia India Consumer ETF | 0.20% | 8,162 | $529K | Reduce -2.5% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.20% | 21,292 | $523K | Add +2.5% |
| ZTS Zoetis Inc. | 0.20% | 4,144 | $521K | Reduce -11.2% |
| BSMS Invesco Bulletshares 2028 MB | 0.20% | 21,890 | $514K | No change |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.20% | 9,465 | $510K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.19% | 5,542 | $499K | Reduce -1.8% |
| BX Blackstone Inc. | 0.19% | 3,195 | $492K | Add +0.2% |
| MKL Markel Group Inc. | 0.19% | 228 | $490K | Reduce -2.1% |
| MCK McKesson Corp. | 0.19% | 589 | $484K | Add +0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 8,988 | $483K | No change |
| CC The Chemours Co. | 0.18% | 39,291 | $463K | New |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 7,918 | $457K | Reduce -45.8% |
| TTEK Tetra Tech Inc. | 0.18% | 13,600 | $456K | New |
| AMLP Alerian MLP ETF | 0.17% | 9,368 | $440K | Add +7.2% |
| ADBE Adobe Inc. | 0.17% | 1,248 | $437K | Reduce -26.1% |
| TMUS T-Mobile US Inc. | 0.17% | 2,137 | $434K | New |
| IVV iShares Core S&P 500 ETF | 0.16% | 620 | $425K | No change |
| ASGI Abrdn Global Infrastructure | 0.16% | 18,698 | $422K | New |
| CMI Cummins Inc. | 0.15% | 775 | $396K | No change |
| IYW iShares Ustechnology ETF | 0.15% | 1,950 | $389K | No change |
| GEV GE Vernova Inc. | 0.15% | 573 | $374K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 607 | $373K | New |
| RDW Redwire Corp. | 0.14% | 48,682 | $370K | New |
| IBB iShares Biotechnology ETF | 0.14% | 2,173 | $367K | Reduce -1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 3,751 | $363K | Reduce -2.3% |
| FSLR First Solar Inc. | 0.14% | 1,368 | $357K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 6,409 | $353K | Reduce -15.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.13% | 17,718 | $347K | No change |
| AUB Atlantic Union Bankshares Co. | 0.13% | 9,616 | $339K | Reduce -2.9% |
| LMT Lockheed Martin Corp. | 0.13% | 678 | $328K | Reduce -11.9% |
| CSCO Cisco Systems Inc. | 0.13% | 4,245 | $327K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.12% | 4,532 | $322K | Add +13.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.12% | 16,051 | $317K | Add +3.2% |
| DIHP Dimensional International Hi | 0.12% | 9,829 | $311K | Add +1.0% |
| SLVO UBS AG Etracs SL SH Co. C ETN | 0.12% | 3,109 | $310K | Add +12.3% |
| BSCW Invesco Bulletshares 2032 CB | 0.12% | 14,724 | $307K | No change |
| GLD SPDR Gold Shares | 0.12% | 753 | $298K | Reduce -64.0% |
| CB Chubb Ltd. | 0.11% | 909 | $285K | No change |
| PFE Pfizer Inc. | 0.11% | 11,398 | $284K | Reduce -20.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.11% | 1,995 | $282K | Add +8.9% |
| SPG Simon Property Group Inc. | 0.11% | 1,500 | $278K | New |
| DLR Digital Realty Trust Inc. | 0.11% | 1,778 | $277K | Reduce -3.5% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 1,916 | $275K | Reduce -2.6% |
| SYY Sysco Corp. | 0.11% | 3,700 | $273K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 1,770 | $272K | No change |
| BWXT BWX Technologies Inc. | 0.10% | 1,517 | $262K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 773 | $259K | Reduce -12.9% |
| HAL Halliburton Co. | 0.10% | 9,089 | $257K | Reduce -11.9% |
| SO The Southern Co. | 0.10% | 2,911 | $254K | No change |
| XLRE SS Real Estate Select Sector | 0.10% | 6,238 | $252K | Add +11.2% |
| YUM Yum! Brands Inc. | 0.10% | 1,641 | $248K | Reduce -5.7% |
| VPL Vanguard Ftse Pacific ETF | 0.10% | 2,736 | $247K | No change |
| SOLS Solstice Adv Materials Inc. | 0.09% | 5,011 | $243K | Add +27.0% |
| KMB Kimberly-Clark Corp. | 0.09% | 2,308 | $236K | Reduce -1.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.09% | 2,236 | $234K | Reduce -9.7% |
| ECHO Echostar Corp. Class A | 0.09% | 2,089 | $227K | New |
| AON Aon PLC Class A | 0.09% | 643 | $227K | Reduce -0.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.09% | 11,929 | $225K | No change |
| AEP American Electric Power | 0.09% | 1,925 | $222K | No change |
| GNRC Generac Holdings Inc. | 0.09% | 1,619 | $221K | New |
| COIN Coinbase Global Inc. Class A | 0.08% | 967 | $219K | No change |
| OKE Oneok Inc. | 0.08% | 2,967 | $218K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.08% | 4,862 | $212K | Reduce -5.8% |
| IEF iShares 7-10 Year Treasury B | 0.08% | 2,199 | $211K | No change |