| NVDA Nvidia Corp. | 7.76% | 808,419 | $150.8M | Add +1.3% |
| MSFT Microsoft Corp. | 6.26% | 234,981 | $121.7M | Add +4.0% |
| AAPL Apple Inc. | 5.38% | 410,211 | $104.5M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 3.43% | 273,963 | $66.7M | Add +3.4% |
| AMZN Amazon.com Inc. | 3.10% | 274,797 | $60.3M | Add +4.3% |
| META Meta Platforms Inc. Class A | 3.01% | 79,603 | $58.5M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 2.74% | 169,084 | $53.3M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.65% | 102,385 | $51.5M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.08% | 280,324 | $40.5M | Add +2.5% |
| V Visa Inc. Class A | 2.08% | 118,149 | $40.3M | Add +2.7% |
| RTX RTX Corp. | 1.96% | 227,175 | $38.0M | Add +4.5% |
| ABBV Abbvie Inc. | 1.89% | 158,917 | $36.8M | Add +3.2% |
| LOW Lowe's Cos Inc. | 1.72% | 133,055 | $33.4M | Add +2.8% |
| AVGO Broadcom Inc. | 1.64% | 96,666 | $31.9M | Add +18.7% |
| BN Brookfield Corp. | 1.55% | 439,430 | $30.1M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 1.50% | 51,227 | $29.1M | Reduce -0.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.49% | 29,943 | $29.0M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 58,846 | $28.5M | Add +3.1% |
| ANET Arista Networks Inc. | 1.45% | 192,794 | $28.1M | Add +4.8% |
| ADI Analog Devices Inc. | 1.38% | 109,416 | $26.9M | Add +1.9% |
| NEE Nextera Energy Inc. | 1.36% | 350,912 | $26.5M | Add +3.9% |
| LIN Linde PLC | 1.31% | 53,393 | $25.4M | Add +3.6% |
| ABT Abbott Laboratories | 1.29% | 187,603 | $25.1M | Add +3.0% |
| PG The Procter & Gamble Co. | 1.28% | 161,816 | $24.9M | Add +3.7% |
| AME Ametek Inc. | 1.27% | 131,257 | $24.7M | Reduce -1.0% |
| MRVL Marvell Technology Inc. | 1.24% | 286,124 | $24.1M | Add +0.8% |
| CVX Chevron Corp. | 1.00% | 125,256 | $19.5M | Reduce -0.9% |
| NXPI NXP Semiconductors NV | 0.97% | 83,144 | $18.9M | Reduce -1.3% |
| SPGI S&P Global Inc. | 0.97% | 38,886 | $18.9M | Add +1.4% |
| UNP Union Pacific Corp. | 0.97% | 79,398 | $18.8M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.94% | 75,334 | $18.3M | Reduce -9.4% |
| CW Curtiss-Wright Corp. | 0.92% | 32,990 | $17.9M | Add +1.4% |
| PEP Pepsico Inc. | 0.92% | 127,207 | $17.9M | Add +0.1% |
| ROP Roper Technologies Inc. | 0.91% | 35,471 | $17.7M | Reduce -1.1% |
| MKL Markel Group Inc. | 0.91% | 9,225 | $17.6M | Reduce -1.3% |
| CASY Casey's General Stores Inc. | 0.89% | 30,652 | $17.3M | Reduce -0.0% |
| PNC PNC Financial Services Group | 0.80% | 77,578 | $15.6M | Add +3.3% |
| MDT Medtronic PLC | 0.79% | 161,737 | $15.4M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.76% | 19,455 | $14.8M | Add +1043.7% |
| MBB iShares MBS ETF | 0.74% | 151,508 | $14.4M | Add +6.3% |
| ACN Accenture PLC Class A | 0.73% | 57,542 | $14.2M | Add +2.5% |
| NOC Northrop Grumman Corp. | 0.67% | 21,452 | $13.1M | Reduce -0.8% |
| ELV Elevance Health Inc. | 0.66% | 39,852 | $12.9M | Add +26.0% |
| XYL Xylem Inc. | 0.62% | 81,613 | $12.0M | Reduce -1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.56% | 206,655 | $11.0M | Add +24.4% |
| TDG Transdigm Group Inc. | 0.55% | 8,111 | $10.7M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.54% | 136,228 | $10.5M | Add +770.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.52% | 45,544 | $10.1M | Reduce -1.0% |
| CL Colgate-Palmolive Co. | 0.52% | 125,787 | $10.1M | Add +698.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 111,749 | $9.8M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.49% | 51,430 | $9.5M | Add +11.9% |
| XOM Exxon Mobil Corp. | 0.44% | 75,176 | $8.5M | Add +16.5% |
| WMT Walmart Inc. | 0.43% | 81,486 | $8.4M | Add +8.1% |
| HD Home Depot Inc. | 0.42% | 19,919 | $8.1M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 141,543 | $7.3M | Add +12.9% |
| CAT Caterpillar Inc. | 0.37% | 15,263 | $7.3M | Add +16.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 132,375 | $7.2M | Add +6.4% |
| TLT iShares 20+ Year Treasury BD | 0.35% | 75,855 | $6.8M | Add +6.9% |
| DUK Duke Energy Corp. | 0.35% | 54,622 | $6.8M | Add +0.8% |
| CHE Chemed Corp. | 0.34% | 14,570 | $6.5M | Reduce -17.0% |
| BAM Brookfield Asset Mgmt-A | 0.34% | 114,448 | $6.5M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.32% | 16,796 | $6.3M | Add +5.8% |
| FBNC First Bancorp | 0.30% | 110,644 | $5.9M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.27% | 78,247 | $5.2M | Add +19.4% |
| MCO Moody's Corp. | 0.26% | 10,800 | $5.1M | Add +3.3% |
| CSCO Cisco Systems Inc. | 0.25% | 71,461 | $4.9M | Add +2.9% |
| VGT Vanguard Info Tech ETF | 0.25% | 6,428 | $4.8M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 13,977 | $4.6M | No change |
| IEMG iShares Core MSCI Emerging | 0.23% | 69,249 | $4.6M | Reduce -0.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.23% | 104,523 | $4.5M | Add +6.0% |
| UNH Unitedhealth Group Inc. | 0.23% | 12,873 | $4.4M | Add +89.5% |
| BLK BlackRock Inc. | 0.22% | 3,695 | $4.3M | Add +21.1% |
| AXP American Express Co. | 0.22% | 12,947 | $4.3M | Reduce -1.7% |
| FNCL Fidelity MSCI Financial Indx | 0.22% | 56,102 | $4.3M | Add +4.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.21% | 58,093 | $4.1M | Reduce -0.9% |
| MS Morgan Stanley | 0.21% | 25,745 | $4.1M | Add +20.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 14,122 | $4.0M | Add +0.5% |
| MELI MercadoLibre Inc. | 0.20% | 1,696 | $4.0M | Add +3.9% |
| T AT&T Inc. | 0.20% | 140,333 | $4.0M | Add +13.3% |
| WFC Wells Fargo & Co. | 0.19% | 43,894 | $3.7M | Add +1.5% |
| TXN Texas Instruments Inc. | 0.19% | 19,768 | $3.6M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 6,019 | $3.6M | Add +32.8% |
| SBUX Starbucks Corp. | 0.18% | 41,515 | $3.5M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.18% | 11,469 | $3.5M | Add +22.8% |
| ENB Enbridge Inc. | 0.18% | 67,796 | $3.4M | Add +2.1% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 22,555 | $3.4M | Add +4.6% |
| QCOM Qualcomm Inc. | 0.17% | 20,427 | $3.4M | Add +3.7% |
| NOW ServiceNow Inc. | 0.17% | 3,590 | $3.3M | Add +34.9% |
| AEP American Electric Power | 0.17% | 29,131 | $3.3M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.17% | 38,842 | $3.3M | Reduce -74.9% |
| BKNG Booking Holdings Inc. | 0.17% | 599 | $3.2M | Add +26.6% |
| CRM Salesforce Inc. | 0.17% | 13,541 | $3.2M | Add +41.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 4,736 | $3.2M | Reduce -3.1% |
| TSLA Tesla Inc. | 0.16% | 6,986 | $3.1M | Add +27.6% |
| HBAN Huntington Bancshares Inc. | 0.16% | 178,626 | $3.1M | Add +1.9% |
| NFLX Netflix Inc. | 0.16% | 2,565 | $3.1M | Add +16.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 6,404 | $3.1M | Reduce -4.2% |
| AMGN Amgen Inc. | 0.16% | 10,756 | $3.0M | Add +0.5% |
| FHLC Fidelity MSCI Health Care | 0.15% | 43,475 | $2.9M | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.15% | 22,161 | $2.9M | Reduce -8.2% |
| HON Honeywell International Inc. | 0.15% | 13,784 | $2.9M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.15% | 9,789 | $2.9M | Add +945.8% |
| MU Micron Technology Inc. | 0.15% | 17,082 | $2.9M | Add +462.1% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 59,300 | $2.7M | No change |
| CB Chubb Ltd. | 0.14% | 9,332 | $2.6M | Reduce -1.3% |
| ISRG Intuitive Surgical Inc. | 0.13% | 5,843 | $2.6M | Add +20.2% |
| PGR Progressive Corp. | 0.13% | 10,391 | $2.6M | Add +19.3% |
| FIDU Fidelity MSCI Indust Indx | 0.13% | 30,679 | $2.5M | Reduce -0.8% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.13% | 24,153 | $2.5M | Reduce -0.5% |
| BX Blackstone Inc. | 0.13% | 14,404 | $2.5M | Add +16.3% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 11,296 | $2.4M | Add +1.7% |
| IQV Iqvia Holdings Inc. | 0.13% | 12,784 | $2.4M | Add +3.8% |
| LMT Lockheed Martin Corp. | 0.12% | 4,854 | $2.4M | Reduce -1.6% |
| COP Conocophillips | 0.12% | 25,254 | $2.4M | Add +175.2% |
| AGZ iShares Agency Bond ETF | 0.12% | 20,970 | $2.3M | Add +6.5% |
| CME Cme Group Inc. | 0.12% | 8,348 | $2.3M | Add +1.4% |
| AUB Atlantic Union Bankshares Co. | 0.11% | 62,956 | $2.2M | Reduce -5.7% |
| TRV The Travelers Cos Inc. | 0.11% | 7,901 | $2.2M | Add +4.3% |
| ECL Ecolab Inc. | 0.11% | 8,003 | $2.2M | Add +5.1% |
| DLR Digital Realty Trust Inc. | 0.11% | 12,471 | $2.2M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 0.11% | 3,085 | $2.1M | Add +2.3% |
| SYK Stryker Corp. | 0.10% | 5,485 | $2.0M | Add +6.1% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 31,873 | $2.0M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.10% | 2,490 | $2.0M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 0.10% | 3,044 | $1.9M | Add +7.4% |
| SNPS Synopsys Inc. | 0.09% | 3,733 | $1.8M | Add +23.8% |
| VZ Verizon Communications Inc. | 0.09% | 40,550 | $1.8M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 0.09% | 6,477 | $1.8M | Add +2.2% |
| CBRE CBRE Group Inc. Class A | 0.08% | 10,052 | $1.6M | Add +135.8% |
| XLF SS Financial Select Sector | 0.08% | 27,655 | $1.5M | No change |
| INTU Intuit Inc. | 0.08% | 2,172 | $1.5M | Reduce -0.8% |
| FCNCA First Citizens Bcshs Class A | 0.07% | 757 | $1.4M | No change |
| LRGF iShares US Equity Factor ETF | 0.07% | 19,174 | $1.3M | Reduce -21.9% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,782 | $1.3M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.06% | 8,995 | $1.3M | No change |
| MAR Marriott International Class A | 0.06% | 4,759 | $1.2M | No change |
| VYM Vanguard High DVD Yield ETF | 0.06% | 8,650 | $1.2M | Add +2.4% |
| IWV iShares Russell 3000 ETF | 0.06% | 3,209 | $1.2M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 20,096 | $1.2M | Add +0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 8,419 | $1.2M | Reduce -13.8% |
| FENY Fidelity MSCI Energy Index | 0.06% | 48,171 | $1.2M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.06% | 5,739 | $1.2M | Add +154.9% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.06% | 23,473 | $1.2M | Reduce -1.0% |
| XLY SS Consumer Disc Select Sect | 0.06% | 4,784 | $1.1M | Add +2.6% |
| SCHB Schwab US Broad Market ETF | 0.06% | 43,968 | $1.1M | Reduce -9.8% |
| ORCL Oracle Corp. | 0.06% | 3,885 | $1.1M | Add +0.3% |
| PLD Prologis Inc. | 0.06% | 9,497 | $1.1M | Add +1.7% |
| PH Parker Hannifin Corp. | 0.06% | 1,416 | $1.1M | Add +186.6% |
| MRSH Marsh & McLennan Cos | 0.05% | 5,284 | $1.1M | Add +58.4% |
| XLI SS Industrial Select Sector | 0.05% | 6,843 | $1.1M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.05% | 3,549 | $1.0M | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.05% | 6,013 | $914K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.05% | 20,070 | $912K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 34,571 | $911K | Reduce -4.2% |
| IWM iShares Russell 2000 ETF | 0.05% | 3,758 | $909K | Add +107.5% |
| KLAC KLA Corp. | 0.04% | 787 | $849K | Reduce -7.0% |
| NKE Nike Inc. Class B | 0.04% | 12,152 | $847K | New |
| TFC Truist Financial Corp. | 0.04% | 18,289 | $836K | Reduce -12.8% |
| SO The Southern Co. | 0.04% | 8,568 | $812K | Add +2.7% |
| NDAQ Nasdaq Inc. | 0.04% | 9,062 | $802K | Add +14.2% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 8,161 | $788K | Reduce -7.6% |
| NTRS Northern Trust Corp. | 0.04% | 5,718 | $770K | Add +5.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.04% | 10,433 | $767K | Add +0.6% |
| FUTY Fidelity MSCI US Utilities | 0.04% | 13,497 | $762K | Reduce -0.8% |
| TYL Tyler Technologies Inc. | 0.04% | 1,445 | $756K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $754K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,460 | $716K | Add +6.5% |
| PM Philip Morris International | 0.04% | 4,407 | $715K | Reduce -9.6% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,949 | $712K | No change |
| FMAT Fidelity MSCI Materials Indx | 0.04% | 13,470 | $706K | Reduce -0.7% |
| CVS CVS Health Corp. | 0.04% | 9,256 | $698K | Add +2.8% |
| USB US Bancorp | 0.03% | 13,832 | $669K | Reduce -1.0% |
| NSC Norfolk Southern Corp. | 0.03% | 2,161 | $649K | Reduce -10.9% |
| CMI Cummins Inc. | 0.03% | 1,469 | $620K | Reduce -0.1% |
| BEAT Heartbeam Inc. | 0.03% | 367,647 | $607K | No change |
| CSX CSX Corp. | 0.03% | 16,103 | $572K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.03% | 22,278 | $542K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.03% | 22,236 | $540K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,898 | $530K | Add +1.5% |
| GL Globe Life Inc. | 0.03% | 3,648 | $522K | No change |
| VHT Vanguard Health Care ETF | 0.03% | 1,980 | $514K | No change |
| SCHG Schwab US Large-Cap Growth | 0.03% | 16,077 | $513K | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 18,473 | $504K | Add +119.8% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 7,370 | $481K | No change |
| MO Altria Group Inc. | 0.02% | 7,261 | $480K | No change |
| SCHV Schwab US Large-Cap Value | 0.02% | 16,069 | $468K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 2,410 | $465K | Add +1.3% |
| FREL Fidelity MSCI RL Est Indx | 0.02% | 16,690 | $464K | Add +0.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.02% | 1,050 | $457K | Add +31.3% |
| PHM Pultegroup Inc. | 0.02% | 3,449 | $456K | Reduce -3.4% |
| AFL Aflac Inc. | 0.02% | 3,975 | $444K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 8,192 | $444K | Add +1.7% |
| VLO Valero Energy Corp. | 0.02% | 2,605 | $444K | Reduce -0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 7,567 | $435K | Add +0.2% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 3,392 | $435K | No change |
| CALM Cal-Maine Foods Inc. | 0.02% | 4,600 | $433K | No change |
| GLW Corning Inc. | 0.02% | 5,085 | $417K | Reduce -19.0% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 9,166 | $413K | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 1,407 | $413K | No change |
| ALL Allstate Corp. | 0.02% | 1,894 | $407K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,326 | $399K | Add +8.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 5,347 | $382K | No change |
| PPG PPG Industries Inc. | 0.02% | 3,512 | $369K | Reduce -1.1% |
| VT Vanguard Tot World STK ETF | 0.02% | 2,637 | $363K | No change |
| XHB SS SPDR S&P Homebldrs ETF | 0.02% | 3,240 | $359K | No change |
| IWO iShares Russell 2000 Growth | 0.02% | 1,104 | $353K | No change |
| WPM Wheaton Precious Metals Corp. | 0.02% | 3,150 | $352K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 1,698 | $346K | Reduce -20.7% |
| AXON Axon Enterprise Inc. | 0.02% | 478 | $343K | No change |
| DFUV Dimensional US Marketwide Va | 0.02% | 7,344 | $328K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 12,796 | $327K | New |
| LOB Live Oak Bancshares Inc. | 0.02% | 8,954 | $315K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 11,987 | $315K | No change |
| RY Royal Bank of Canada | 0.02% | 2,139 | $315K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 13,507 | $314K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.02% | 12,426 | $313K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.02% | 15,121 | $313K | New |
| IWD iShares Russell 1000 Value E | 0.02% | 1,517 | $309K | Add +11.4% |
| COST Costco Wholesale Corp. | 0.02% | 332 | $308K | Reduce -15.3% |
| J Jacobs Solutions Inc. | 0.02% | 2,036 | $305K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 3,893 | $305K | Reduce -10.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 655 | $304K | No change |
| HDV iShares Core High Dividend E | 0.02% | 2,476 | $303K | No change |
| UPS United Parcel Service Class B | 0.02% | 3,592 | $300K | Add +2.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 2,679 | $296K | Add +2.5% |
| GD General Dynamics Corp. | 0.02% | 868 | $296K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 6,880 | $294K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 2,350 | $292K | Reduce -9.6% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 732 | $290K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 1,966 | $286K | Reduce -33.0% |
| DE Deere & Co. | 0.01% | 626 | $286K | Reduce -1.7% |
| EFA iShares MSCI Eafe ETF | 0.01% | 3,007 | $281K | New |
| FDN First Trust DJ Internet Ind | 0.01% | 1,000 | $280K | No change |
| LRCX Lam Research Corp. | 0.01% | 2,036 | $273K | Reduce -26.8% |
| SHOP Shopify Inc. Class A | 0.01% | 1,753 | $261K | Reduce -19.4% |
| AMD Advanced Micro Devices | 0.01% | 1,610 | $260K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 1,395 | $260K | Add +1.5% |
| UBER Uber Technologies Inc. | 0.01% | 2,642 | $259K | Add +7.2% |
| CEG Constellation Energy | 0.01% | 784 | $258K | Reduce -3.1% |
| IWN iShares Russell 2000 Value E | 0.01% | 1,399 | $247K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 754 | $246K | No change |
| DHR Danaher Corp. | 0.01% | 1,215 | $241K | Reduce -25.7% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,717 | $240K | No change |
| LNC Lincoln National Corp. | 0.01% | 5,869 | $237K | Reduce -21.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 762 | $235K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 7,510 | $234K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 2,546 | $234K | No change |
| GEV GE Vernova Inc. | 0.01% | 375 | $230K | New |
| OR Or Royalties Inc. | 0.01% | 5,700 | $228K | New |
| RSPT Invesco S&P 500 Equal Weight | 0.01% | 801 | $225K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,221 | $223K | Reduce -42.8% |
| GLD SPDR Gold Shares | 0.01% | 626 | $223K | New |
| AHR American Healthcare REIT Inc. | 0.01% | 5,234 | $220K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 1,027 | $214K | Reduce -44.4% |
| BA The Boeing Co. | 0.01% | 993 | $214K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 720 | $214K | Reduce -0.8% |
| SOFI Sofi Technologies Inc. | 0.01% | 8,000 | $211K | New |
| LNT Alliant Energy Corp. | 0.01% | 3,112 | $210K | New |
| IYH iShares U.S. Healthcare ETF | 0.01% | 3,510 | $206K | New |
| VAW Vanguard Materials ETF | 0.01% | 1,000 | $205K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 1,840 | $203K | No change |
| LUMN Lumen Technologies Inc. | 0.01% | 17,864 | $109K | New |
| SENS Senseonics Holdings Inc. | 0.00% | 61,000 | $27K | Add +10.9% |