AT&T INC COM 00206R102 305586 12524 SH SOLE 12524 0 0 ABBVIE INC COM 00287Y109 1647494 6298 SH SOLE 6285 0 13 ADVANCED MICRO DEVICES INC COM 007903107 1261449 2062 SH SOLE 2057 0 5 ALLSTATE CORP COM 020002101 225188 1015 SH SOLE 1015 0 0 ALPHABET INC CAP STK CL C 02079K107 4355679 12783 SH SOLE 12753 0 30 AMAZON COM INC COM 023135106 3835415 15394 SH SOLE 15358 0 36 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 1435482 11840 SH SOLE 11322 0 518 APPLE INC COM 037833100 6276761 18848 SH SOLE 18809 0 39 ARISTA NETWORKS INC COM SHS 040413205 769570 3780 SH SOLE 3771 0 9 ARISTA NETWORKS INC COM SHS 040413205 30946 152 SH OTR 152 0 0 AVERY DENNISON CORP COM 053611109 305329 1789 SH SOLE 1789 0 0 BANK NOVA SCOTIA HALIFAX COM 064149107 615259 6773 SH SOLE 6773 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1607881 3229 SH SOLE 3221 0 8 BROADCOM INC COM 11135F101 60405 172 SH OTR 172 0 0 BROADCOM INC COM 11135F101 2808466 7997 SH SOLE 7979 0 18 CSX CORP COM 126408103 30976 666 SH OTR 666 0 0 CSX CORP COM 126408103 1091125 23460 SH SOLE 23411 0 49 CATERPILLAR INC COM 149123101 39729 49 SH OTR 49 0 0 CATERPILLAR INC COM 149123101 1696173 2092 SH SOLE 2087 0 5 CHEVRON CORP NEW COM 166764100 512567 2510 SH SOLE 2504 0 6 COSTCO WHSL CORP NEW COM 22160K105 1308159 1437 SH SOLE 1434 0 3 CROWDSTRIKE HLDGS INC CL A 22788C105 1018493 3847 SH SOLE 3841 0 6 DELL TECHNOLOGIES INC CL C 24703L202 1272252 2365 SH SOLE 2360 0 5 DIGITAL RLTY TR INC COM 253868103 23697 135 SH OTR 135 0 0 DIGITAL RLTY TR INC COM 253868103 753726 4294 SH SOLE 4284 0 10 DOMINION ENERGY INC COM 25746U109 653434 10797 SH SOLE 10797 0 0 EATON CORP PLC SHS G29183103 1617858 3765 SH SOLE 3756 0 9 ELI LILLY & CO COM 532457108 1818930 1572 SH SOLE 1569 0 3 ENTERGY CORP NEW COM 29364G103 1724543 17374 SH SOLE 17332 0 42 ENTERGY CORP NEW COM 29364G103 18165 183 SH OTR 183 0 0 EQUINIX INC COM 29444U700 908399 898 SH SOLE 896 0 2 EXPAND ENERGY CORPORATION COM 165167735 5802 69 SH OTR 69 0 0 EXPAND ENERGY CORPORATION COM 165167735 593003 7052 SH SOLE 7035 0 17 GE AEROSPACE COM NEW 369604301 208922 669 SH SOLE 669 0 0 GLOBAL X FDS ARTIFICIAL ETF 37954Y632 673233 10332 SH SOLE 10332 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 2044544 32001 SH SOLE 31920 0 81 HOME DEPOT INC COM 437076102 1079071 3793 SH SOLE 3785 0 8 HOME DEPOT INC COM 437076102 48363 170 SH OTR 170 0 0 INTEL CORP COM 458140100 1062953 8841 SH SOLE 8816 0 25 INTERCONTINENTAL EXCHANGE IN COM 45866F104 780370 5133 SH SOLE 5121 0 12 INTERCONTINENTAL EXCHANGE IN COM 45866F104 40744 268 SH OTR 268 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 429303 1952 SH SOLE 1952 0 0 I SHARES TR CORE S&P500 ETF 464287200 259623 339 SH SOLE 339 0 0 ISHARE TR MSCI EAFE ETF 464287465 17397316 167459 SH SOLE 165348 0 2111 ISHARES TR 7-10 YR TRSY BD 464287440 348756 3905 SH OTR 3905 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 19771448 221380 SH SOLE 218655 0 2725 ISHARES TR IBOXX INV CP ETF 464287242 415668 4068 SH OTR 4068 0 0 ISHARES TR IBOXX INV CP ETF 464287242 23690637 231852 SH SOLE 228940 0 2912 ISHARES TR MBS ETF 464288588 208994 2332 SH OTR 2332 0 0 ISHARES TR MBS ETF 464288588 11579800 129210 SH SOLE 126869 0 2341 ISHARES TR ISHARES SEMICDTR 464287523 1244184 2188 SH SOLE 2090 0 98 ISHARES TR U.S. MED DVC ETF 464288810 630577 12328 SH SOLE 11768 0 560 JPMORGAN CHASE & CO COM 46625H100 2834221 8567 SH SOLE 8549 0 18 JOHNSON & JOHNSON COM 478160104 308422 1165 SH SOLE 1165 0 0 LAM RESEARCH CORP COM NEW 512807306 469769 1430 SH SOLE 1426 0 4 LINDE PLC SHS G54950103 1414932 2981 SH SOLE 2974 0 7 LINDE PLC SHS G54950103 25156 53 SH OTR 53 0 0 LOWES COS INC COM 548661107 689613 3742 SH SOLE 3733 0 9 MASTERCARD INCORPORATED CL A 57636Q104 1502756 2725 SH SOLE 2719 0 6 MCDONALDS CORP COM 580135101 284056 1230 SH SOLE 1230 0 0 META PLATFORMS INC CL A 30303M102 1970314 2717 SH SOLE 2711 0 6 MICRON TECHNOLOGY INC COM 595112103 1556126 1461 SH SOLE 1458 0 3 MICROSOFT CORP COM 594918104 5221835 10181 SH SOLE 10158 0 23 MORGAN STANLEY COM NEW 617446448 1775099 9438 SH SOLE 9415 0 23 NVIDIA CORPORATION COM 67066G104 7200593 31529 SH SOLE 31454 0 75 NASDAQ INC COM 631103108 767731 8344 SH SOLE 8327 0 17 NASDAQ INC COM 631103108 39656 431 SH OTR 431 0 0 NETFLIX INC COM 64110L106 645146 9272 SH SOLE 9251 0 21 NEXTERA ENERGY INC COM 65339F101 20298 268 SH OTR 268 0 0 NEXTERA ENERGY INC COM 65339F101 1015522 13408 SH SOLE 13380 0 28 OREILLY AUTOMOTIVE INC COM 67103H107 1044906 12234 SH SOLE 12204 0 30 OREILLY AUTOMOTIVE INC COM 67103H107 29296 343 SH OTR 343 0 0 ORACLE CORP COM 68389X105 479040 3489 SH SOLE 3477 0 12 PALANTIR TECHNOLOGIES INC CL A 69608A108 31611 169 SH OTR 169 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 531409 2841 SH SOLE 2834 0 7 PARKER-HANNIFIN CORP COM 701094104 236944 248 SH SOLE 248 0 0 PROCTER & GAMBLE CO COM 742718109 447462 3080 SH SOLE 3080 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 908880 16800 SH SOLE 16800 0 0 REPUBLIC SVCS INC COM 760759100 34209 163 SH OTR 163 0 0 REPUBLIC SVCS INC COM 760759100 909996 4336 SH SOLE 4326 0 10 S&P GLOBAL INC COM 78409V104 856000 2170 SH SOLE 2165 0 5 SALESFORCE INC COM 79466L302 299818 1306 SH SOLE 1303 0 3 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 288776 8850 SH SOLE 8850 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 5850433 53520 SH SOLE 52931 0 589 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2621021 62113 SH SOLE 60564 0 1549 SERVICENOW INC COM 81762P102 201551 1504 SH SOLE 1501 0 3 SKYWORKS SOLUTIONS INC COM 83088M102 606139 7091 SH SOLE 7069 0 22 SKYWORKS SOLUTIONS INC COM 83088M102 23336 273 SH OTR 273 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2736682 24347 SH SOLE 23719 0 628 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3066397 37559 SH SOLE 37042 0 517 SELECT SECTOR SPDR TR ENERGY 81369Y506 1200250 20724 SH SOLE 20145 0 579 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 16420770 306991 SH SOLE 304384 0 2607 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1232961 7593 SH SOLE 7459 0 134 SELECT SECTOR SPDR TR INDL 81369Y704 8609374 47808 SH SOLE 47192 0 616 SPDR S&P 500 ETF TR TR UNIT 78462F103 28650046 37749 SH SOLE 37291 0 458 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 14553236 75222 SH SOLE 74272 0 950 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4054493 96848 SH SOLE 94294 0 2554 STRYKER CORPORATION COM 863667101 1403387 5096 SH SOLE 5084 0 12 TESLA INC COM 88160R101 1474590 4156 SH SOLE 4146 0 10 THERMO FISHER SCIENTIFIC INC COM 883556102 616996 914 SH SOLE 912 0 2 TIDAL TRUST I ACADEMY VETERAN 886364389 41789 2231 SH OTR 2231 0 0 TIDAL TRUST I ACADEMY VETERAN 886364389 2300823 122835 SH SOLE 121230 0 1605 UNION PAC CORP COM 907818108 1085254 3988 SH SOLE 3979 0 9 UNITEDHEALTH GROUP INC COM 91324P102 939725 2560 SH SOLE 2554 0 6 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 1581998 14463 SH SOLE 14290 0 173 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 457968 752 SH SOLE 752 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3777522 16191 SH SOLE 16191 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 4223816 46874 SH SOLE 46874 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 21827992 282563 SH SOLE 278970 0 3593 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 379838 4917 SH OTR 4917 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 14961 62 SH OTR 62 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 381752 1582 SH SOLE 1579 0 3 VISA INC COM CL A 92826C839 1930680 5373 SH SOLE 5362 0 11 WALMART INC COM 931142103 1180012 11355 SH SOLE 11328 0 27 WASTE MGMT INC DEL COM 94106L109 35890 176 SH OTR 176 0 0 WASTE MGMT INC DEL COM 94106L109 932118 4571 SH SOLE 4562 0 9 WILLIAMS COS INC COM 969457100 266238 3917 SH SOLE 3908 0 9