| AAPL Apple Inc. | 4.57% | 546,788 | $139.2M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.52% | 206,898 | $137.8M | Add +0.6% |
| AVGO Broadcom Inc. | 4.09% | 377,451 | $124.5M | Reduce -2.7% |
| NVDA Nvidia Corp. | 3.48% | 568,975 | $106.2M | Reduce -3.5% |
| MSFT Microsoft Corp. | 3.45% | 203,059 | $105.2M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 3.35% | 166,674 | $102.1M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 3.30% | 413,409 | $100.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.95% | 409,302 | $89.9M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 2.94% | 928,293 | $89.6M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 2.54% | 319,551 | $77.3M | Reduce -0.4% |
| V Visa Inc. Class A | 2.47% | 220,290 | $75.2M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.38% | 230,055 | $72.6M | Add +2.1% |
| IWB iShares Russell 1000 ETF | 2.34% | 194,872 | $71.2M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 1.85% | 76,790 | $56.4M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.72% | 87,927 | $52.4M | Reduce -0.4% |
| HD Home Depot Inc. | 1.54% | 116,154 | $47.1M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.51% | 95,117 | $46.1M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 1.31% | 196,562 | $40.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.09% | 230,052 | $33.3M | Reduce -0.8% |
| RTX RTX Corp. | 1.04% | 188,565 | $31.6M | Add +2.3% |
| VYM Vanguard High DVD Yield ETF | 1.00% | 216,525 | $30.5M | Add +2.5% |
| WMT Walmart Inc. | 0.97% | 287,698 | $29.7M | Add +0.9% |
| KLAC KLA Corp. | 0.97% | 27,345 | $29.5M | Reduce -1.7% |
| BLK BlackRock Inc. | 0.95% | 24,828 | $28.9M | Add +0.3% |
| WAB Wabtec Corp. | 0.91% | 137,790 | $27.6M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.86% | 28,471 | $26.4M | Add +0.7% |
| UBER Uber Technologies Inc. | 0.86% | 267,995 | $26.3M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.85% | 296,681 | $25.9M | Add +4.3% |
| NEE Nextera Energy Inc. | 0.82% | 331,947 | $25.1M | Add +1.3% |
| PWR Quanta Services Inc. | 0.77% | 56,364 | $23.4M | Add +0.7% |
| ADI Analog Devices Inc. | 0.77% | 94,930 | $23.3M | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 0.76% | 4,288 | $23.2M | Add +1.4% |
| JNJ Johnson & Johnson | 0.76% | 124,694 | $23.1M | Add +0.1% |
| ADP Automatic Data Processing | 0.70% | 72,841 | $21.4M | Reduce -2.7% |
| BX Blackstone Inc. | 0.68% | 121,729 | $20.8M | Reduce -0.8% |
| MRSH Marsh & McLennan Cos | 0.68% | 102,646 | $20.7M | Add +1.5% |
| SPGI S&P Global Inc. | 0.67% | 41,978 | $20.4M | Reduce -4.9% |
| IEMG iShares Core MSCI Emerging | 0.66% | 304,272 | $20.1M | Add +1.2% |
| SYK Stryker Corp. | 0.65% | 53,701 | $19.9M | Add +0.5% |
| LYV Live Nation Entertainment Inc. | 0.65% | 120,572 | $19.7M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.64% | 164,979 | $19.6M | Add +0.4% |
| ACN Accenture PLC Class A | 0.64% | 78,732 | $19.4M | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.64% | 43,367 | $19.4M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.63% | 19,956 | $19.3M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 56,807 | $18.6M | Add +5.1% |
| VRSK Verisk Analytics Inc. | 0.61% | 73,617 | $18.5M | Add +0.1% |
| ABT Abbott Laboratories | 0.60% | 137,557 | $18.4M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 281,990 | $18.4M | Add +9.0% |
| IQV Iqvia Holdings Inc. | 0.59% | 94,316 | $17.9M | Reduce -5.2% |
| ELF Elf Beauty Inc. | 0.59% | 134,840 | $17.9M | Add +2.3% |
| J Jacobs Solutions Inc. | 0.56% | 113,674 | $17.0M | Add +0.7% |
| CRM Salesforce Inc. | 0.55% | 70,970 | $16.8M | Reduce -0.4% |
| EQIX Equinix Inc. | 0.55% | 21,446 | $16.8M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.55% | 167,012 | $16.7M | Add +4.1% |
| GVI iShares Intermediate Governm | 0.55% | 154,605 | $16.6M | Add +1.8% |
| HON Honeywell International Inc. | 0.54% | 77,665 | $16.3M | Add +1.0% |
| GLW Corning Inc. | 0.51% | 190,510 | $15.6M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.51% | 227,235 | $15.5M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 71,368 | $15.4M | Add +13.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 133,972 | $15.3M | Add +2.5% |
| LMT Lockheed Martin Corp. | 0.50% | 30,516 | $15.2M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 20 | $15.1M | Add +233.3% |
| WSO Watsco Inc. | 0.49% | 37,209 | $15.0M | Reduce -0.9% |
| CB Chubb Ltd. | 0.48% | 51,863 | $14.6M | Add +1.3% |
| MDLZ Mondelez International Inc. Class A | 0.48% | 234,034 | $14.6M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.47% | 18,803 | $14.3M | Add +0.9% |
| PEP Pepsico Inc. | 0.47% | 102,117 | $14.3M | Reduce -3.0% |
| BR Broadridge Financial Solutio | 0.45% | 57,772 | $13.8M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.45% | 38,714 | $13.7M | Add +4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 260,096 | $13.4M | Reduce -1.2% |
| EME Emcor Group Inc. | 0.44% | 20,594 | $13.4M | Add +5.7% |
| APTV Aptiv PLC | 0.43% | 153,111 | $13.2M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.43% | 184,297 | $13.2M | Add +2.1% |
| DELL Dell Technologies -C | 0.43% | 92,328 | $13.1M | Add +4.8% |
| AMT American Tower Corp. | 0.41% | 64,836 | $12.5M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.41% | 80,370 | $12.3M | Reduce -2.0% |
| TEL Te Connectivity PLC | 0.40% | 55,803 | $12.3M | Add +9.2% |
| BDX Becton Dickinson and Co. | 0.39% | 63,242 | $11.8M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 23,529 | $11.8M | Add +53.4% |
| WM Waste Management Inc. | 0.39% | 53,198 | $11.7M | Add +2.4% |
| PYPL PayPal Holdings Inc. | 0.38% | 173,423 | $11.6M | Reduce -7.1% |
| MCD McDonald's Corp. | 0.38% | 37,728 | $11.5M | Add +1.0% |
| ZTS Zoetis Inc. | 0.35% | 72,911 | $10.7M | Add +2.3% |
| EFA iShares MSCI Eafe ETF | 0.35% | 113,214 | $10.6M | Reduce -3.8% |
| MDT Medtronic PLC | 0.29% | 93,748 | $8.9M | Add +2.4% |
| VZ Verizon Communications Inc. | 0.29% | 202,245 | $8.9M | Add +1.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 110,826 | $8.9M | Reduce -7.8% |
| HAS Hasbro Inc. | 0.29% | 116,221 | $8.8M | Add +11.9% |
| CPRT Copart Inc. | 0.28% | 190,042 | $8.5M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.27% | 12,372 | $8.3M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.27% | 318,994 | $8.1M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 26,241 | $7.7M | Add +2.7% |
| IYF iShares US Financials ETF | 0.25% | 59,755 | $7.6M | Reduce -2.9% |
| CMCSA Comcast Corp. Class A | 0.24% | 234,147 | $7.4M | Reduce -1.5% |
| FDX FedEx Corp. | 0.24% | 30,993 | $7.3M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.24% | 31,308 | $7.2M | Add +9.2% |
| GXO Gxo Logistics Inc. | 0.23% | 135,304 | $7.2M | Add +1.2% |
| XLF SS Financial Select Sector | 0.21% | 120,192 | $6.5M | Add +10.4% |
| GOOG Alphabet Inc. Class C | 0.20% | 25,521 | $6.2M | Add +5.1% |
| FIS Fidelity National Info Serv | 0.19% | 89,071 | $5.9M | Reduce -0.9% |
| ORCL Oracle Corp. | 0.18% | 19,733 | $5.5M | Add +2.5% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.18% | 87,139 | $5.4M | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.17% | 46,016 | $5.2M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 19,357 | $4.9M | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 15,955 | $4.9M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 14,538 | $4.1M | Add +6.9% |
| AES AES Corp. | 0.13% | 311,195 | $4.1M | Add +0.5% |
| IWV iShares Russell 3000 ETF | 0.12% | 9,427 | $3.6M | Reduce -5.4% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 18,610 | $3.5M | Add +2.2% |
| CTSH Cognizant Tech Solutions-A | 0.11% | 51,557 | $3.5M | Reduce -10.3% |
| DFUV Dimensional US Marketwide Va | 0.11% | 75,104 | $3.4M | No change |
| AMGN Amgen Inc. | 0.11% | 11,799 | $3.3M | Reduce -1.5% |
| GD General Dynamics Corp. | 0.11% | 9,418 | $3.2M | Add +453.4% |
| DE Deere & Co. | 0.10% | 6,679 | $3.1M | Reduce -2.9% |
| HEI.A Heico Corp. Class A | 0.10% | 11,428 | $2.9M | Reduce -3.6% |
| ROP Roper Technologies Inc. | 0.09% | 5,574 | $2.8M | Add +4.3% |
| SCHP Schwab U.S. Tips ETF | 0.09% | 96,314 | $2.6M | Reduce -1.6% |
| XLE SS Energy Select Sector | 0.09% | 29,003 | $2.6M | Reduce -3.9% |
| T AT&T Inc. | 0.08% | 90,143 | $2.5M | Reduce -11.1% |
| MRK Merck & Co. Inc. | 0.08% | 29,877 | $2.5M | Add +1.8% |
| SYY Sysco Corp. | 0.07% | 27,409 | $2.3M | Reduce -3.5% |
| UNP Union Pacific Corp. | 0.07% | 9,271 | $2.2M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 36,174 | $2.2M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.07% | 4,563 | $2.1M | No change |
| DVY iShares Select Dividend ETF | 0.07% | 14,369 | $2.0M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 10,909 | $2.0M | Add +71.7% |
| CAT Caterpillar Inc. | 0.06% | 4,131 | $2.0M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.06% | 28,800 | $1.9M | Reduce -0.9% |
| TIP iShares Tips Bond ETF | 0.06% | 17,173 | $1.9M | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 6,012 | $1.8M | Add +26.9% |
| CVX Chevron Corp. | 0.06% | 11,548 | $1.8M | Reduce -7.5% |
| MS Morgan Stanley | 0.06% | 11,175 | $1.8M | Add +2.4% |
| ACM Aecom | 0.05% | 12,812 | $1.7M | Reduce -4.0% |
| ORLY O'reilly Automotive Inc. | 0.05% | 15,075 | $1.6M | No change |
| PAYX Paychex Inc. | 0.05% | 12,242 | $1.6M | Reduce -9.6% |
| BND Vanguard Total Bond Market | 0.05% | 19,050 | $1.4M | Add +0.1% |
| AXP American Express Co. | 0.05% | 4,151 | $1.4M | Reduce -19.6% |
| GLD SPDR Gold Shares | 0.04% | 3,776 | $1.3M | Add +17.4% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 24,271 | $1.3M | Reduce -0.3% |
| CSX CSX Corp. | 0.04% | 35,248 | $1.3M | Add +11.6% |
| PNC PNC Financial Services Group | 0.04% | 6,151 | $1.2M | Add +1.4% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 28,438 | $1.1M | No change |
| LOW Lowe's Cos Inc. | 0.04% | 4,265 | $1.1M | Add +109.3% |
| MA Mastercard Inc. Class A | 0.03% | 1,814 | $1.0M | Add +17.0% |
| FTCS First Trust Capital Strength | 0.03% | 10,950 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.03% | 1,628 | $1.0M | Add +19.4% |
| VNQ Vanguard Real Estate ETF | 0.03% | 10,429 | $953K | Reduce -6.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 11,650 | $946K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.03% | 19,497 | $940K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 4,815 | $937K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 11,311 | $904K | Add +66.7% |
| DHR Danaher Corp. | 0.03% | 4,556 | $903K | Reduce -4.5% |
| WFC Wells Fargo & Co. | 0.03% | 10,648 | $892K | Reduce -0.3% |
| ED Consolidated Edison Inc. | 0.03% | 8,318 | $836K | Reduce -10.7% |
| XLV SS Health Care Select Sector | 0.03% | 5,997 | $835K | Reduce -5.0% |
| XLK SS Technology Select Sector | 0.03% | 2,950 | $831K | No change |
| BSX Boston Scientific Corp. | 0.03% | 8,278 | $808K | No change |
| NVR NVR Inc. | 0.03% | 100 | $803K | No change |
| PM Philip Morris International | 0.03% | 4,882 | $792K | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.03% | 9,177 | $776K | Add +0.1% |
| INTC Intel Corp. | 0.03% | 22,975 | $771K | Add +13.6% |
| DUK Duke Energy Corp. | 0.03% | 6,169 | $763K | Reduce -10.5% |
| YUM Yum! Brands Inc. | 0.02% | 4,965 | $755K | Add +0.0% |
| SMLF iShares US Smallcap Equity F | 0.02% | 9,999 | $743K | No change |
| EXR Extra Space Storage Inc. | 0.02% | 5,225 | $736K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 6,386 | $727K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 1,211 | $727K | Add +36.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 1,499 | $719K | Reduce -2.9% |
| GS Goldman Sachs Group Inc. | 0.02% | 898 | $715K | Add +5.3% |
| COF Capital One Financial Corp. | 0.02% | 3,357 | $714K | Add +0.1% |
| SO The Southern Co. | 0.02% | 7,505 | $711K | Reduce -0.7% |
| DFAT Dimensional US Target Value | 0.02% | 11,993 | $698K | No change |
| STT State Street Corp. | 0.02% | 5,962 | $692K | Reduce -24.2% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 14,934 | $674K | Add +5.1% |
| NOC Northrop Grumman Corp. | 0.02% | 1,101 | $671K | No change |
| FISV Fiserv Inc. | 0.02% | 5,172 | $667K | Add +3.5% |
| ETN Eaton Corp. PLC | 0.02% | 1,766 | $661K | Add +11.3% |
| AFL Aflac Inc. | 0.02% | 5,903 | $659K | Add +1.1% |
| CARR Carrier Global Corp. | 0.02% | 10,944 | $653K | Add +67.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 6,223 | $643K | Reduce -3.1% |
| MCHP Microchip Technology Inc. | 0.02% | 9,795 | $629K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 4,953 | $616K | Add +23.3% |
| EMR Emerson Electric Co. | 0.02% | 4,613 | $605K | Reduce -3.0% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 4,317 | $603K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 1,980 | $595K | New |
| NVS Novartis AG-Sponsored ADR | 0.02% | 4,581 | $587K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 2,088 | $583K | Add +13.1% |
| HIG Hartford Insurance Group Inc. | 0.02% | 4,350 | $580K | Add +16.0% |
| CVS CVS Health Corp. | 0.02% | 7,685 | $579K | Reduce -0.0% |
| XLI SS Industrial Select Sector | 0.02% | 3,747 | $578K | No change |
| TRMB Trimble Inc. | 0.02% | 6,989 | $571K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 5,586 | $569K | No change |
| CMI Cummins Inc. | 0.02% | 1,302 | $550K | Add +0.9% |
| IAU iShares Gold Trust | 0.02% | 7,510 | $547K | No change |
| URI United Rentals Inc. | 0.02% | 532 | $508K | New |
| UNH Unitedhealth Group Inc. | 0.02% | 1,465 | $506K | Add +14.0% |
| COP Conocophillips | 0.02% | 5,304 | $502K | Reduce -1.9% |
| MMM 3M Co. | 0.02% | 3,229 | $501K | Reduce -27.1% |
| NKE Nike Inc. Class B | 0.02% | 7,132 | $497K | Reduce -3.4% |
| TXT Textron Inc. | 0.02% | 5,872 | $496K | Add +9.3% |
| ECL Ecolab Inc. | 0.02% | 1,775 | $486K | No change |
| MO Altria Group Inc. | 0.02% | 7,318 | $483K | Add +4.1% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,745 | $476K | Add +12.0% |
| SHEL Shell PLC-ADR | 0.02% | 6,524 | $467K | Add +11.8% |
| MAR Marriott International Class A | 0.02% | 1,788 | $466K | No change |
| TD Toronto-Dominion Bank | 0.02% | 5,805 | $464K | Add +61.0% |
| EEM iShares MSCI Emerging Market | 0.02% | 8,599 | $459K | Add +37.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 1,851 | $457K | Add +23.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 10,260 | $450K | No change |
| TGT Target Corp. | 0.01% | 4,938 | $443K | Add +20.6% |
| DFAS Dimensional US Small Cap ETF | 0.01% | 6,410 | $439K | Reduce -6.1% |
| DD Dupont DE Nemours Inc. | 0.01% | 5,527 | $431K | Add +19.0% |
| OMC Omnicom Group | 0.01% | 5,280 | $430K | Reduce -8.1% |
| BA The Boeing Co. | 0.01% | 1,978 | $427K | Reduce -1.2% |
| ES Eversource Energy | 0.01% | 5,985 | $426K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 2,200 | $424K | Add +3.0% |
| L Loews Corp. | 0.01% | 4,200 | $422K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 4,170 | $408K | Add +1.1% |
| OTIS Otis Worldwide Corp. | 0.01% | 4,390 | $401K | Add +86.3% |
| GLDM SPDR Gold Minishares Trust | 0.01% | 5,073 | $388K | Reduce -25.6% |
| EFX Equifax Inc. | 0.01% | 1,500 | $385K | No change |
| CI The Cigna Group | 0.01% | 1,334 | $385K | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 0.01% | 1,852 | $377K | No change |
| RSG Republic Services Inc. | 0.01% | 1,616 | $371K | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 3,850 | $366K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 510 | $366K | No change |
| AER Aercap Holdings NV | 0.01% | 3,000 | $363K | No change |
| BLDR Builders Firstsource Inc. | 0.01% | 2,902 | $352K | Add +7.4% |
| ALL Allstate Corp. | 0.01% | 1,617 | $347K | No change |
| TXN Texas Instruments Inc. | 0.01% | 1,881 | $346K | Add +83.2% |
| KMI Kinder Morgan Inc. | 0.01% | 12,200 | $345K | New |
| AKAM Akamai Technologies Inc. | 0.01% | 4,557 | $345K | Reduce -1.5% |
| GUNR NT Mstar GLBL NR ETF | 0.01% | 7,885 | $345K | No change |
| AMAT Applied Materials Inc. | 0.01% | 1,577 | $323K | Add +0.3% |
| FTNT Fortinet Inc. | 0.01% | 3,825 | $322K | No change |
| QCOM Qualcomm Inc. | 0.01% | 1,889 | $314K | New |
| LIN Linde PLC | 0.01% | 656 | $312K | Add +1.4% |
| DGX Quest Diagnostics Inc. | 0.01% | 1,634 | $311K | New |
| UPS United Parcel Service Class B | 0.01% | 3,711 | $310K | Add +26.8% |
| TT Trane Technologies PLC | 0.01% | 725 | $306K | No change |
| ENB Enbridge Inc. | 0.01% | 6,003 | $303K | Reduce -10.5% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 991 | $303K | Reduce -27.0% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 3,724 | $292K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 728 | $285K | New |
| GIS General Mills Inc. | 0.01% | 5,642 | $284K | No change |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.01% | 7,907 | $283K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 12,294 | $277K | No change |
| SNPS Synopsys Inc. | 0.01% | 555 | $274K | New |
| SPG Simon Property Group Inc. | 0.01% | 1,454 | $273K | New |
| HOLX Hologic Inc. | 0.01% | 3,980 | $269K | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.01% | 1,610 | $260K | Add +7.4% |
| PSX Phillips 66 | 0.01% | 1,905 | $259K | Add +2.7% |
| SLF Sun Life Financial Inc. | 0.01% | 4,233 | $254K | Reduce -2.0% |
| AEP American Electric Power | 0.01% | 2,240 | $252K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 550 | $252K | Reduce -2.8% |
| MRVL Marvell Technology Inc. | 0.01% | 2,950 | $248K | New |
| JPIE JPMorgan Income ETF | 0.01% | 5,324 | $247K | Add +19.5% |
| TRV The Travelers Cos Inc. | 0.01% | 869 | $243K | Reduce -0.1% |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 875 | $238K | Reduce -12.9% |
| ABBNY Abb Ltd.-Spon ADR | 0.01% | 3,300 | $238K | New |
| AWK American Water Works Co. Inc. | 0.01% | 1,675 | $233K | No change |
| APO Apollo Global Management Inc. | 0.01% | 1,730 | $231K | New |
| DHI D.R. Horton Inc. | 0.01% | 1,352 | $229K | New |
| GEHC GE Healthcare Technology | 0.01% | 3,013 | $226K | New |
| LRCX Lam Research Corp. | 0.01% | 1,678 | $225K | New |
| TSLA Tesla Inc. | 0.01% | 495 | $220K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 680 | $220K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,197 | $218K | New |
| CASY Casey's General Stores Inc. | 0.01% | 385 | $218K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 6,400 | $214K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 3,031 | $206K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 9,362 | $206K | No change |
| UL Unilever PLC | 0.01% | 3,450 | $205K | New |
| LEN.B Lennar Corp. Class B | 0.01% | 1,700 | $204K | New |