Location: Thomasville, GA
CIK: 0002001461 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 21, 2026
Total Value: $665M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 131,970 | $35.88M | 5.4% | $271.86 | $170.09 | +59.8% | Stock | 037833100 |
| GOOGL | ALPHABET INC CAP STK CL A | 98,298 | $30.77M | 4.6% | $313.00 | $108.59 | +188.3% | Stock | 02079K305 |
| MSFT | MICROSOFT CORP COM | 46,629 | $22.55M | 3.4% | $483.62 | $386.57 | +25.1% | Stock | 594918104 |
| XOM | EXXON MOBIL CORP COM | 167,848 | $20.2M | 3.0% | $120.34 | $74.26 | +62.0% | Stock | 30231G102 |
| CMI | CUMMINS INC COM | 39,130 | $19.97M | 3.0% | $510.44 | $205.49 | +148.4% | Stock | 231021106 |
| ABBV | ABBVIE INC COM | 87,096 | $19.9M | 3.0% | $228.49 | $127.78 | +78.8% | Stock | 00287Y109 |
| JPM | JPMORGAN CHASE & CO. COM | 59,576 | $19.2M | 2.9% | $322.22 | $133.14 | +142.0% | Stock | 46625H100 |
| AXP | AMERICAN EXPRESS CO COM | 50,412 | $18.65M | 2.8% | $369.95 | $169.85 | +117.3% | Stock | 025816109 |
| AEP | AMERICAN ELEC PWR CO INC COM | 152,897 | $17.63M | 2.7% | $115.31 | $75.73 | +52.3% | Stock | 025537101 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 48,242 | $16.91M | 2.5% | $350.55 | $308.75 | +13.5% | Stock | 036752103 |
| AMZN | AMAZON COM INC COM | 72,542 | $16.74M | 2.5% | $230.82 | $122.05 | +89.1% | Stock | 023135106 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 516,486 | $16.56M | 2.5% | $32.06 | $27.74 | — | Stock | 293792107 |
| UNH | UNITEDHEALTH GROUP INC COM | 49,978 | $16.5M | 2.5% | $330.11 | $397.59 | -17.0% | Stock | 91324P102 |
| LOW | LOWES COS INC COM | 65,691 | $15.84M | 2.4% | $241.16 | $211.02 | +14.3% | Stock | 548661107 |
| CSCO | CISCO SYS INC COM | 202,051 | $15.56M | 2.3% | $77.03 | $48.97 | +56.5% | Stock | 17275R102 |
| META | META PLATFORMS INC CL A | 23,140 | $15.27M | 2.3% | $660.10 | $621.65 | +6.2% | Stock | 30303M102 |
| CG | CARLYLE GROUP INC COM | 252,313 | $14.91M | 2.2% | $59.11 | $48.14 | +22.0% | Stock | 14316J108 |
| DOW | DOW INC COM | 635,637 | $14.86M | 2.2% | $23.38 | $22.78 | +2.7% | Stock | 260557103 |
| SCHW | SCHWAB CHARLES CORP COM | 148,104 | $14.8M | 2.2% | $99.91 | $53.65 | +86.2% | Stock | 808513105 |
| SPY | SPDR S&P 500 ETF TRUST | 21,393 | $14.59M | 2.2% | $681.93 | $454.07 | +50.2% | ETF | 78462F103 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 48,529 | $14.25M | 2.1% | $293.57 | $212.04 | +38.5% | Stock | 502431109 |
| ADBE | ADOBE INC COM | 38,403 | $13.44M | 2.0% | $349.99 | $349.10 | +0.3% | Stock | 00724F101 |
| MDT | MEDTRONIC PLC SHS | 139,031 | $13.36M | 2.0% | $96.06 | $74.13 | +29.6% | Stock | G5960L103 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 41,312 | $12.24M | 1.8% | $296.21 | $115.34 | +156.8% | Stock | 459200101 |
| HON | HONEYWELL INTL INC COM | 60,715 | $11.84M | 1.8% | $195.09 | $172.49 | +13.1% | Stock | 438516106 |
| MO | ALTRIA GROUP INC COM | 202,586 | $11.68M | 1.8% | $57.66 | $38.53 | +49.7% | Stock | 02209S103 |
| PRU | PRUDENTIAL FINL INC COM | 101,714 | $11.48M | 1.7% | $112.88 | $93.60 | +20.6% | Stock | 744320102 |
| EOG | EOG RES INC COM | 104,517 | $10.98M | 1.7% | $105.01 | $114.58 | -8.4% | Stock | 26875P101 |
| C | CITIGROUP INC COM NEW | 87,303 | $10.19M | 1.5% | $116.69 | $53.26 | +119.1% | Stock | 172967424 |
| FLO | FLOWERS FOODS INC COM | 923,390 | $10.05M | 1.5% | $10.88 | $16.27 | -33.1% | Stock | 343498101 |
| PEP | PEPSICO INC COM | 54,208 | $7.78M | 1.2% | $143.52 | $150.06 | -4.4% | Stock | 713448108 |
| EFA | ISHARES MSCI EAFE ETF | 79,436 | $7.628M | 1.1% | $96.03 | $77.00 | +24.7% | ETF | 464287465 |
| AFL | AFLAC INC COM | 66,590 | $7.343M | 1.1% | $110.27 | $63.76 | +73.0% | Stock | 001055102 |
| AMAT | APPLIED MATLS INC COM | 28,192 | $7.245M | 1.1% | $256.99 | $133.41 | +92.6% | Stock | 038222105 |
| T | AT&T INC COM | 260,473 | $6.47M | 1.0% | $24.84 | $15.81 | +57.1% | Stock | 00206R102 |
| V | VISA INC COM CL A | 18,199 | $6.383M | 1.0% | $350.71 | $215.02 | +63.1% | Stock | 92826C839 |
| EFX | EQUIFAX INC COM | 28,955 | $6.283M | 0.9% | $216.98 | $229.05 | -5.3% | Stock | 294429105 |
| LLY | ELI LILLY & CO COM | 5,755 | $6.185M | 0.9% | $1074.67 | $368.23 | +191.9% | Stock | 532457108 |
| WMT | WALMART INC COM | 46,394 | $5.169M | 0.8% | $111.41 | $52.43 | +112.5% | Stock | 931142103 |
| VOO | VANGUARD S&P 500 ETF | 7,881 | $4.942M | 0.7% | $627.10 | $448.79 | +39.7% | ETF | 922908363 |
| FISV | FISERV INC COM | 69,692 | $4.681M | 0.7% | $67.17 | $141.81 | -52.6% | Stock | 337738108 |
| VB | VANGUARD SMALL-CAP ETF | 17,579 | $4.535M | 0.7% | $257.95 | $212.23 | +21.5% | ETF | 922908751 |
| VO | VANGUARD MID-CAP ETF | 13,707 | $3.978M | 0.6% | $290.23 * | $59.45 | +22.0% | ETF | 922908629 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 63,437 | $3.471M | 0.5% | $54.71 | $40.86 | +33.9% | ETF | 464287234 |
| KO | COCA COLA CO COM | 40,665 | $2.843M | 0.4% | $69.91 | $55.20 | +26.7% | Stock | 191216100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5,378 | $2.703M | 0.4% | $502.65 | $350.20 | +43.5% | Stock | 084670702 |
| CVX | CHEVRON CORP NEW COM | 17,631 | $2.687M | 0.4% | $152.41 | $127.91 | +19.2% | Stock | 166764100 |
| MRK | MERCK & CO INC COM | 24,958 | $2.627M | 0.4% | $105.26 | $75.19 | +40.0% | Stock | 58933Y105 |
| USB | US BANCORP DEL COM NEW | 43,077 | $2.299M | 0.3% | $53.36 | $45.08 | +18.4% | Stock | 902973304 |
| SO | SOUTHERN CO COM | 25,740 | $2.245M | 0.3% | $87.20 | $62.25 | +40.1% | Stock | 842587107 |
| DHR | DANAHER CORPORATION COM | 9,415 | $2.155M | 0.3% | $228.92 | $240.66 | -4.9% | Stock | 235851102 |
| QQQ | INVESCO QQQ TRUST SERIES I | 3,436 | $2.111M | 0.3% | $614.37 | $340.52 | +80.4% | ETF | 46090E103 |
| GILD | GILEAD SCIENCES INC COM | 16,531 | $2.029M | 0.3% | $122.74 | $56.53 | +117.1% | Stock | 375558103 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 34,226 | $1.846M | 0.3% | $53.94 | $56.42 | -5.5% | Stock | 110122108 |
| GS | GOLDMAN SACHS GROUP INC COM | 1,981 | $1.741M | 0.3% | $878.91 | $325.52 | +170.0% | Stock | 38141G104 |
| NVDA | NVIDIA CORPORATION COM | 9,240 | $1.723M | 0.3% | $186.49 | $102.03 | +82.8% | Stock | 67066G104 |
| JNJ | JOHNSON & JOHNSON COM | 7,964 | $1.648M | 0.2% | $206.95 | $150.91 | +37.1% | Stock | 478160104 |
| ADM | ARCHER DANIELS MIDLAND CO COM | 26,420 | $1.519M | 0.2% | $57.49 | $67.91 | -15.3% | Stock | 039483102 |
| MCD | MCDONALDS CORP COM | 4,959 | $1.516M | 0.2% | $305.62 | $236.52 | +29.2% | Stock | 580135101 |
| TFC | TRUIST FINL CORP COM | 29,586 | $1.456M | 0.2% | $49.21 | $47.72 | +3.1% | Stock | 89832Q109 |
| CAH | CARDINAL HEALTH INC COM | 6,712 | $1.379M | 0.2% | $205.50 | $50.77 | +303.8% | Stock | 14149Y108 |
| PG | PROCTER & GAMBLE CO COM | 8,732 | $1.251M | 0.2% | $143.30 | $143.00 | +0.2% | Stock | 742718109 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 6,938 | $1.233M | 0.2% | $177.75 | $27.04 | +557.4% | Stock | 69608A108 |
| — | PIMCO MUN INCOME FD II COM | 160,482 | $1.21M | 0.2% | $7.54 | $9.88 | — | CEF | 72200W106 |
| SWK | STANLEY BLACK & DECKER INC COM | 16,047 | $1.192M | 0.2% | $74.28 | $104.59 | -29.0% | Stock | 854502101 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 7,286 | $1.18M | 0.2% | $161.97 | $122.05 | +32.7% | Stock | 45866F104 |
| CAT | CATERPILLAR INC COM | 2,052 | $1.175M | 0.2% | $572.84 | $196.27 | +191.9% | Stock | 149123101 |
| VMI | VALMONT INDS INC COM | 2,721 | $1.095M | 0.2% | $402.38 | $262.71 | +53.1% | Stock | 920253101 |
| PM | PHILIP MORRIS INTL INC COM | 6,819 | $1.094M | 0.2% | $160.39 | $83.60 | +91.9% | Stock | 718172109 |
| GOOG | ALPHABET INC CAP STK CL C | 3,292 | $1.033M | 0.2% | $313.81 | $134.66 | +133.0% | Stock | 02079K107 |
| CBAN | COLONY BANKCORP INC COM | 56,426 | $1.006M | 0.2% | $17.82 | $16.81 | +5.4% | Stock | 19623P101 |
| DUK | DUKE ENERGY CORP NEW COM NEW | 7,980 | $935K | 0.1% | $117.21 | $86.85 | +35.0% | Stock | 26441C204 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 19,095 | $923K | 0.1% | $48.32 | $53.69 | -10.0% | ETF | 92203J407 |
| GPN | GLOBAL PMTS INC COM | 11,770 | $911K | 0.1% | $77.40 | $117.37 | -34.1% | Stock | 37940X102 |
| COF | CAPITAL ONE FINL CORP COM | 3,727 | $903K | 0.1% | $242.36 | $185.05 | +31.0% | Stock | 14040H105 |
| DE | DEERE & CO COM | 1,901 | $885K | 0.1% | $465.58 | $381.21 | +22.1% | Stock | 244199105 |
| HOLX | HOLOGIC INC COM | 11,678 | $870K | 0.1% | $74.49 | $71.94 | +3.5% | Stock | 436440101 |
| GLD | SPDR GOLD SHARES | 2,135 | $846K | 0.1% | $396.31 | $185.58 | +113.5% | ETF | 78463V107 |
| ORCL | ORACLE CORP COM | 4,272 | $833K | 0.1% | $194.91 | $101.57 | +91.9% | Stock | 68389X105 |
| RTX | RTX CORPORATION COM | 4,490 | $823K | 0.1% | $183.39 | $90.54 | +102.6% | Stock | 75513E101 |
| NEE | NEXTERA ENERGY INC COM | 10,178 | $817K | 0.1% | $80.28 | $67.41 | +19.1% | Stock | 65339F101 |
| BAC | BANK AMERICA CORP COM | 14,756 | $812K | 0.1% | $55.00 | $39.45 | +39.4% | Stock | 060505104 |
| BLK | BLACKROCK INC COM | 744 | $796K | 0.1% | $1069.99 | $843.35 | +26.9% | Stock | 09290D101 |
| AVGO | BROADCOM INC COM | 2,167 | $750K | 0.1% | $346.15 | $156.25 | +121.5% | Stock | 11135F101 |
| PSX | PHILLIPS 66 COM | 5,206 | $672K | 0.1% | $129.03 | $76.08 | +69.6% | Stock | 718546104 |
| PFE | PFIZER INC COM | 25,813 | $643K | 0.1% | $24.90 | $29.79 | -16.4% | Stock | 717081103 |
| MKL | MARKEL GROUP INC COM | 297 | $638K | 0.1% | $2149.65 | $1668.82 | +28.8% | Stock | 570535104 |
| IVV | ISHARES CORE S&P 500 ETF | 912 | $624K | 0.1% | $684.62 | $481.87 | +42.1% | ETF | 464287200 |
| ABCB | AMERIS BANCORP COM | 8,382 | $623K | 0.1% | $74.27 | $46.75 | +58.9% | Stock | 03076K108 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1,017 | $614K | 0.1% | $603.41 | $483.99 | +24.6% | ETF | 78467Y107 |
| IWB | ISHARES RUSSELL 1000 ETF | 1,641 | $613K | 0.1% | $373.51 | $235.48 | +58.6% | ETF | 464287622 |
| IWR | ISHARES RUSSELL MIDCAP ETF | 6,208 | $598K | 0.1% | $96.27 | $81.80 | +17.7% | ETF | 464287499 |
| TSLA | TESLA INC COM | 1,318 | $593K | 0.1% | $449.72 | $260.32 | +72.8% | Stock | 88160R101 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,207 | $571K | 0.1% | $473.43 * | $60.03 | +97.1% | ETF | 464287614 |
| SYK | STRYKER CORPORATION COM | 1,614 | $567K | 0.1% | $351.56 | $295.13 | +19.1% | Stock | 863667101 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 745 | $562K | 0.1% | $753.78 * | $62.97 | +49.6% | ETF | 92204A702 |
| VUG | VANGUARD GROWTH ETF | 1,131 | $552K | 0.1% | $487.76 * | $51.68 | +57.3% | ETF | 922908736 |
| MMM | 3M CO COM | 3,297 | $528K | 0.1% | $160.09 | $99.38 | +61.1% | Stock | 88579Y101 |
| FTNT | FORTINET INC COM | 6,590 | $523K | 0.1% | $79.41 | $61.40 | +29.3% | Stock | 34959E109 |
| VZ | VERIZON COMMUNICATIONS INC COM | 12,501 | $509K | 0.1% | $40.73 | $38.84 | +4.9% | Stock | 92343V104 |
| OZK | BANK OZK LITTLE ROCK ARK COM | 10,920 | $503K | 0.1% | $46.02 | $40.20 | +13.4% | Stock | 06417N103 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 16,010 | $496K | 0.1% | $30.96 | $35.69 | -13.2% | ETF | 464288687 |
| COST | COSTCO WHOLESALE CORPORATION COM | 571 | $492K | 0.1% | $861.69 | $579.19 | +48.9% | Stock | 22160K105 |
| MET | METLIFE INC COM | 6,028 | $476K | 0.1% | $78.93 | $60.47 | +30.5% | Stock | 59156R108 |
| UNP | UNION PAC CORP COM | 2,011 | $465K | 0.1% | $231.33 | $195.73 | +18.2% | Stock | 907818108 |
| COP | CONOCOPHILLIPS COM | 4,908 | $459K | 0.1% | $93.60 | $98.72 | -5.2% | Stock | 20825C104 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5,813 | $453K | 0.1% | $77.89 | $77.08 | +1.0% | ETF | 921937819 |
| CLX | CLOROX CO DEL COM | 4,471 | $451K | 0.1% | $100.83 | $135.18 | -25.4% | Stock | 189054109 |
| QCOM | QUALCOMM INC COM | 2,575 | $441K | 0.1% | $171.08 | $150.43 | +13.7% | Stock | 747525103 |
| BP | BP PLC SPONSORED ADR | 12,671 | $440K | 0.1% | $34.73 | $31.14 | +11.5% | ADR | 055622104 |
| MPC | MARATHON PETE CORP COM | 2,616 | $425K | 0.1% | $162.62 | $111.50 | +45.9% | Stock | 56585A102 |
| DG | DOLLAR GEN CORP NEW COM | 3,086 | $410K | 0.1% | $132.77 | $104.91 | +26.6% | Stock | 256677105 |
| MS | MORGAN STANLEY COM NEW | 2,206 | $392K | 0.1% | $177.54 | $76.21 | +133.0% | Stock | 617446448 |
| GM | GENERAL MTRS CO COM | 4,750 | $386K | 0.1% | $81.32 | $38.00 | +114.0% | Stock | 37045V100 |
| TJX | TJX COS INC NEW COM | 2,513 | $386K | 0.1% | $153.62 | $89.86 | +70.9% | Stock | 872540109 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | 16,270 | $385K | 0.1% | $23.69 | $22.99 | +3.0% | REIT | 962166104 |
| WFC | WELLS FARGO CO NEW COM | 4,095 | $382K | 0.1% | $93.20 | $42.79 | +117.8% | Stock | 949746101 |
| IWM | ISHARES RUSSELL 2000 ETF | 1,473 | $363K | 0.1% | $246.24 | $203.99 | +20.7% | ETF | 464287655 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 3,921 | $362K | 0.1% | $92.30 | $68.82 | +34.1% | ETF | 92206C714 |
| SBUX | STARBUCKS CORP COM | 4,193 | $353K | 0.1% | $84.21 | $86.24 | -2.4% | Stock | 855244109 |
| — | EATON VANCE MUN BD FD COM | 36,026 | $351K | 0.1% | $9.73 | $10.22 | — | CEF | 27827X101 |
| D | DOMINION ENERGY INC COM | 5,975 | $350K | 0.1% | $58.59 | $57.57 | +1.8% | Stock | 25746U109 |
| RNST | RENASANT CORP COM | 9,807 | $345K | 0.1% | $35.22 | $33.34 | +5.6% | Stock | 75970E107 |
| WM | WASTE MGMT INC DEL COM | 1,548 | $340K | 0.1% | $219.74 | $153.15 | +43.5% | Stock | 94106L109 |
| BKNG | BOOKING HOLDINGS INC COM | 63 | $337K | 0.1% | $5355.33 | $3757.41 | +42.5% | Stock | 09857L108 |
| KKR | KKR & CO INC COM | 2,630 | $335K | 0.1% | $127.49 | $66.83 | +90.7% | Stock | 48251W104 |
| INTC | INTEL CORP COM | 9,018 | $333K | 0.1% | $36.90 | $24.66 | +49.6% | Stock | 458140100 |
| BK | BANK NEW YORK MELLON CORP COM | 2,837 | $329K | 0.0% | $116.10 | $88.07 | +31.8% | Stock | 064058100 |
| HD | HOME DEPOT INC COM | 956 | $329K | 0.0% | $344.11 | $318.07 | +8.2% | Stock | 437076102 |
| GPC | GENUINE PARTS CO COM | 2,582 | $317K | 0.0% | $122.95 | $122.79 | +0.1% | Stock | 372460105 |
| CL | COLGATE PALMOLIVE CO COM | 3,754 | $297K | 0.0% | $79.01 | $72.36 | +9.2% | Stock | 194162103 |
| EMR | EMERSON ELEC CO COM | 2,215 | $294K | 0.0% | $132.75 | $101.75 | +30.4% | Stock | 291011104 |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | 6,491 | $281K | 0.0% | $43.30 | $63.16 | -31.4% | Stock | N53745100 |
| NOC | NORTHROP GRUMMAN CORP COM | 467 | $266K | 0.0% | $569.79 | $479.04 | +19.0% | Stock | 666807102 |
| SNA | SNAP ON INC COM | 754 | $260K | 0.0% | $344.68 | $327.73 | +5.1% | Stock | 833034101 |
| TSCO | TRACTOR SUPPLY CO COM | 5,140 | $257K | 0.0% | $50.01 | $52.48 | -4.7% | Stock | 892356106 |
| CMCSA | COMCAST CORP NEW CL A | 8,470 | $253K | 0.0% | $29.89 | $42.59 | -29.8% | Stock | 20030N101 |
| FDX | FEDEX CORP COM | 874 | $252K | 0.0% | $288.81 | $252.64 | +14.3% | Stock | 31428X106 |
| NFLX | NETFLIX INC COM | 2,690 | $252K | 0.0% | $93.76 | $108.28 | -13.4% | Stock | 64110L106 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 742 | $249K | 0.0% | $335.20 | $332.67 | +0.8% | ETF | 922908769 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4,491 | $246K | 0.0% | $54.76 | $39.36 | +39.2% | ETF | 81369Y605 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 1,500 | $241K | 0.0% | $160.97 | $135.57 | +18.7% | Stock | 82509L107 |
| WELL | WELLTOWER INC COM | 1,283 | $238K | 0.0% | $185.58 | $163.41 | +13.6% | REIT | 95040Q104 |
| IRM | IRON MTN INC DEL COM | 2,799 | $232K | 0.0% | $82.94 | $47.35 | +75.2% | REIT | 46284V101 |
| GNRC | GENERAC HLDGS INC COM | 1,700 | $232K | 0.0% | $136.37 | $110.24 | +23.7% | Stock | 368736104 |
| TGT | TARGET CORP COM | 2,369 | $232K | 0.0% | $97.74 | $96.73 | +1.1% | Stock | 87612E106 |
| PNC | PNC FINL SVCS GROUP INC COM | 1,106 | $231K | 0.0% | $208.73 | $195.49 | +6.8% | Stock | 693475105 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3,046 | $230K | 0.0% | $75.44 | $64.93 | +16.2% | ETF | 921909768 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 3,700 | $218K | 0.0% | $58.96 | $62.04 | -5.0% | Stock | 88636J600 |
| CNC | CENTENE CORP DEL COM | 5,295 | $218K | 0.0% | $41.15 | $60.43 | -31.9% | Stock | 15135B101 |
| NSC | NORFOLK SOUTHN CORP COM | 750 | $217K | 0.0% | $288.72 | $276.03 | +4.6% | Stock | 655844108 |
| GE | GE AEROSPACE COM NEW | 700 | $216K | 0.0% | $308.21 | $300.80 | +2.4% | Stock | 369604301 |
| UPS | UNITED PARCEL SERVICE INC CL B | 2,128 | $211K | 0.0% | $99.17 | $92.75 | +6.9% | Stock | 911312106 |
| OKE | ONEOK INC NEW COM | 2,815 | $207K | 0.0% | $73.50 | $81.49 | -9.8% | Stock | 682680103 |
| IBIT | ISHARES BITCOIN TRUST ETF | 4,153 | $206K | 0.0% | $49.65 | $56.81 | -12.6% | ETF | 46438F101 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1,718 | $205K | 0.0% | $119.32 | $116.45 | +2.5% | ETF | 464288661 |
| LMT | LOCKHEED MARTIN CORP COM | 423 | $205K | 0.0% | $484.11 | $448.15 | +7.9% | Stock | 539830109 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 971 | $204K | 0.0% | $210.42 | $206.56 | +1.8% | ETF | 464287598 |
| ABT | ABBOTT LABS COM | 1,604 | $201K | 0.0% | $125.28 | $127.30 | -1.6% | Stock | 002824100 |
| F | FORD MTR CO COM | 11,983 | $157K | 0.0% | $13.12 | $9.87 | +32.9% | Stock | 345370860 |
| — | BLACKROCK ENHANCED EQUITY DIVI COM | 13,602 | $129K | 0.0% | $9.48 | $7.67 | — | CEF | 09251A104 |
| — | NUVEEN CR STRATEGIES INCOME FD COM SHS | 14,601 | $73,298 | 0.0% | $5.02 | $5.57 | — | CEF | 67073D102 |