Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HON	HONEYWELL INTL INC	51,977	$11.64M	1.2%	$223.90	—	COM	438516205
HONA	HONEYWELL AEROSPACE INC	51,921	$11.48M	1.2%	$221.08	—	COM	43849R105
IEFA	ISHARES TR	2,975	$287K	0.0%	$96.58	—	CORE MSCI EAFE	46432F842
IBM	INTERNATIONAL BUSINESS MACHS	780	$219K	0.0%	$281.21	—	COM	459200101
OPK	OPKO HEALTH INC	10,565	$15,848	0.0%	$1.50	—	COM	68375N103

Increased Positions (9)

IWF ISHARES TR 2.4%

Value $23.05M (+20.4%) Shares 185,645 (+313.6%) Est. Cost $142.13 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 1.1%

Value $10.49M (+15.3%) Shares 147,219 (+3.7%) Est. Cost $48.67 Unrealized —

VYM VANGUARD WHITEHALL FDS 1.3%

Value $12.57M (+12.1%) Shares 79,556 (+5.0%) Est. Cost $104.50 Unrealized —

SLYG SPDR SERIES TRUST 0.5%

Value $4.972M (+29.5%) Shares 41,737 (+5.0%) Est. Cost $78.23 Unrealized —

IJS ISHARES TR 0.3%

Value $3.225M (+21.9%) Shares 23,595 (+5.6%) Est. Cost $104.48 Unrealized —

VOE VANGUARD INDEX FDS 0.5%

Value $4.685M (+12.8%) Shares 23,711 (+5.2%) Est. Cost $148.89 Unrealized —

VO VANGUARD INDEX FDS 0.1%

Value $1.265M (+13.3%) Shares 15,702 (+303.9%) Est. Cost $125.95 Unrealized —

VUG VANGUARD INDEX FDS 0.0%

Value $317K (+20.0%) Shares 3,682 (+508.6%) Est. Cost $135.07 Unrealized —

VTV VANGUARD INDEX FDS 0.0%

Value $228K (+13.1%) Shares 1,045 (+1.9%) Est. Cost $196.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWF	ISHARES TR	185,645 (+313.6%)	$23.05M (+20.4%)	2.4%	$142.13	—	RUS 1000 GRW ETF	464287614
VEA	VANGUARD TAX-MANAGED FDS	147,219 (+3.7%)	$10.49M (+15.3%)	1.1%	$48.67	—	VAN FTSE DEV MKT	921943858
VYM	VANGUARD WHITEHALL FDS	79,556 (+5.0%)	$12.57M (+12.1%)	1.3%	$104.50	—	HIGH DIV YLD	921946406
SLYG	SPDR SERIES TRUST	41,737 (+5.0%)	$4.972M (+29.5%)	0.5%	$78.23	—	ST STR SP600GRWO	78464A201
IJS	ISHARES TR	23,595 (+5.6%)	$3.225M (+21.9%)	0.3%	$104.48	—	SP SMCP600VL ETF	464287879
VOE	VANGUARD INDEX FDS	23,711 (+5.2%)	$4.685M (+12.8%)	0.5%	$148.89	—	MCAP VL IDXVIP	922908512
VO	VANGUARD INDEX FDS	15,702 (+303.9%)	$1.265M (+13.3%)	0.1%	$125.95	—	MID CAP ETF	922908629
VUG	VANGUARD INDEX FDS	3,682 (+508.6%)	$317K (+20.0%)	0.0%	$135.07	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	1,045 (+1.9%)	$228K (+13.1%)	0.0%	$196.60	—	VALUE ETF	922908744

Exited Positions (2)

HON HONEYWELL INTL INC 2.4%

Value $23.63M Shares 104,564 Est. Cost $225.93 Unrealized —

T AT&T INC 0.0%

Value $235K Shares 8,118 Est. Cost $26.96 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HON	HONEYWELL INTL INC	104,564	$23.63M	2.4%	$225.93	—	—	438516106
T	AT&T INC	8,118	$235K	0.0%	$26.96	—	—	00206R102

Decreased Positions (7)

IWD ISHARES TR 0.5%

Value $4.627M (+12.1%) Shares 19,085 (-1.2%) Est. Cost $141.22 Unrealized —

ORCL ORACLE CORP 0.0%

Value $463K (-31.6%) Shares 3,159 (-31.3%) Est. Cost $238.05 Unrealized —

IYJ ISHARES TR 0.2%

Value $1.821M (+11.1%) Shares 10,928 (-1.6%) Est. Cost $108.67 Unrealized —

SHW SHERWIN WILLIAMS CO 0.1%

Value $735K (-19.8%) Shares 2,136 (-25.3%) Est. Cost $344.92 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $345K (+36.9%) Shares 830 (-10.8%) Est. Cost $246.17 Unrealized —

FULT FULTON FINL CORP PA 0.0%

Value $482K (+10.1%) Shares 19,917 (-7.4%) Est. Cost $18.64 Unrealized —

DVY ISHARES TR 0.0%

Value $307K (+0.3%) Shares 1,964 (-2.8%) Est. Cost $135.01 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWD	ISHARES TR	19,085 (-1.2%)	$4.627M (+12.1%)	0.5%	$141.22	—	RUS 1000 VAL ETF	464287598
ORCL	ORACLE CORP	3,159 (-31.3%)	$463K (-31.6%)	0.0%	$238.05	—	COM	68389X105
IYJ	ISHARES TR	10,928 (-1.6%)	$1.821M (+11.1%)	0.2%	$108.67	—	US INDUSTRIALS	464287754
SHW	SHERWIN WILLIAMS CO	2,136 (-25.3%)	$735K (-19.8%)	0.1%	$344.92	—	COM	824348106
UNH	UNITEDHEALTH GROUP INC	830 (-10.8%)	$345K (+36.9%)	0.0%	$246.17	—	COM	91324P102
FULT	FULTON FINL CORP PA	19,917 (-7.4%)	$482K (+10.1%)	0.0%	$18.64	—	COM	360271100
DVY	ISHARES TR	1,964 (-2.8%)	$307K (+0.3%)	0.0%	$135.01	—	SELECT DIVID ETF	464287168

Unchanged Positions (50)

XLK SELECT SECTOR SPDR TR 6.3%

Value $62.06M Shares 325,758 Est. Cost $130.52 Unrealized —

CAT CATERPILLAR INC 4.4%

Value $43.1M Shares 40,469 Est. Cost $232.77 Unrealized —

AVGO BROADCOM INC 6.7%

Value $65.75M Shares 174,055 Est. Cost $144.27 Unrealized —

GOOGL ALPHABET INC 5.5%

Value $54M Shares 151,093 Est. Cost $107.44 Unrealized —

LLY ELI LILLY & CO 4.1%

Value $40.67M Shares 33,909 Est. Cost $747.20 Unrealized —

AAPL APPLE INC 7.0%

Value $68.2M Shares 235,679 Est. Cost $84.15 Unrealized —

NVDA NVIDIA CORPORATION 6.2%

Value $60.6M Shares 302,869 Est. Cost $92.19 Unrealized —

IYW ISHARES TR 2.6%

Value $25.24M Shares 100,052 Est. Cost $93.18 Unrealized —

XOM EXXON MOBIL CORP 2.0%

Value $19.97M Shares 146,058 Est. Cost $97.80 Unrealized —

TMUS T-MOBILE US INC 1.6%

Value $15.53M Shares 92,580 Est. Cost $133.84 Unrealized —

JPM JPMORGAN CHASE & CO 3.6%

Value $34.86M Shares 106,504 Est. Cost $93.07 Unrealized —

AMZN AMAZON COM INC 2.6%

Value $25.39M Shares 106,527 Est. Cost $180.19 Unrealized —

MAR MARRIOTT INTL INC NEW 2.8%

Value $27.4M Shares 73,945 Est. Cost $113.00 Unrealized —

ABBV ABBVIE INC 2.3%

Value $22.48M Shares 89,325 Est. Cost $135.80 Unrealized —

WMT WALMART INC 2.8%

Value $27M Shares 238,363 Est. Cost $46.47 Unrealized —

CEG CONSTELLATION ENERGY CORP 2.1%

Value $20.15M Shares 81,137 Est. Cost $197.79 Unrealized —

V VISA INC 2.1%

Value $20.58M Shares 59,970 Est. Cost $139.04 Unrealized —

XLI SELECT SECTOR SPDR TR 1.7%

Value $16.31M Shares 88,077 Est. Cost $102.97 Unrealized —

XLF SELECT SECTOR SPDR TR 1.8%

Value $18.09M Shares 337,370 Est. Cost $36.52 Unrealized —

MRK MERCK & CO INC 2.4%

Value $23.06M Shares 179,429 Est. Cost $50.95 Unrealized —

HD HOME DEPOT INC 1.8%

Value $17.58M Shares 49,850 Est. Cost $105.83 Unrealized —

XLV SELECT SECTOR SPDR TR 1.3%

Value $12.88M Shares 81,153 Est. Cost $109.69 Unrealized —

XLY SELECT SECTOR SPDR TR 1.4%

Value $14.18M Shares 120,912 Est. Cost $129.88 Unrealized —

XLE SELECT SECTOR SPDR TR 0.5%

Value $4.759M Shares 89,601 Est. Cost $71.44 Unrealized —

RTX RTX CORPORATION 3.3%

Value $32.66M Shares 172,121 Est. Cost $55.09 Unrealized —

XLC SELECT SECTOR SPDR TR 1.9%

Value $18.9M Shares 176,376 Est. Cost $80.82 Unrealized —

LRCX LAM RESEARCH CORP 0.1%

Value $1.016M Shares 2,345 Est. Cost $74.98 Unrealized —

IYF ISHARES TR 0.6%

Value $6.322M Shares 49,581 Est. Cost $86.41 Unrealized —

IYH ISHARES TR 0.5%

Value $4.928M Shares 73,540 Est. Cost $76.86 Unrealized —

IWM ISHARES TR 0.2%

Value $1.554M Shares 5,173 Est. Cost $226.84 Unrealized —

VB VANGUARD INDEX FDS 0.1%

Value $1.288M Shares 4,250 Est. Cost $235.85 Unrealized —

GOOG ALPHABET INC 0.1%

Value $788K Shares 2,229 Est. Cost $168.24 Unrealized —

IWR ISHARES TR 0.1%

Value $1.2M Shares 10,873 Est. Cost $88.65 Unrealized —

MSFT MICROSOFT CORP 4.2%

Value $40.84M Shares 109,483 Est. Cost $54.65 Unrealized —

IJR ISHARES TR 0.1%

Value $675K Shares 4,552 Est. Cost $119.73 Unrealized —

XLRE SELECT SECTOR SPDR TR 0.1%

Value $1.368M Shares 31,080 Est. Cost $37.82 Unrealized —

IYC ISHARES TR 0.2%

Value $2.207M Shares 21,832 Est. Cost $86.40 Unrealized —

VTI VANGUARD INDEX FDS 0.1%

Value $652K Shares 1,763 Est. Cost $328.17 Unrealized —

TSLA TESLA INC 0.1%

Value $677K Shares 1,610 Est. Cost $229.64 Unrealized —

MDY STATE STR SPDR S&P MIDCAP 40 0.1%

Value $584K Shares 830 Est. Cost $616.76 Unrealized —

BLK BLACKROCK INC 1.8%

Value $17.79M Shares 18,502 Est. Cost $991.05 Unrealized —

XLP SELECT SECTOR SPDR TR 0.7%

Value $6.548M Shares 78,828 Est. Cost $67.70 Unrealized —

XLU SELECT SECTOR SPDR TR 0.4%

Value $3.524M Shares 77,733 Est. Cost $58.62 Unrealized —

EEM ISHARES TR 0.0%

Value $321K Shares 4,695 Est. Cost $45.86 Unrealized —

COR CENCORA INC 0.0%

Value $484K Shares 1,709 Est. Cost $260.36 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.0%

Value $404K Shares 541 Est. Cost $583.37 Unrealized —

IYK ISHARES TR 0.1%

Value $771K Shares 10,607 Est. Cost $86.99 Unrealized —

XLB SELECT SECTOR SPDR TR 0.1%

Value $1.283M Shares 25,249 Est. Cost $54.74 Unrealized —

GD GENERAL DYNAMICS CORP 0.0%

Value $371K Shares 1,047 Est. Cost $257.44 Unrealized —

META META PLATFORMS INC 0.0%

Value $381K Shares 677 Est. Cost $512.12 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XLK	SELECT SECTOR SPDR TR	325,758	$62.06M	6.3%	$130.52	—	ST STR TECHN ETF	81369Y803
CAT	CATERPILLAR INC	40,469	$43.1M	4.4%	$232.77	—	COM	149123101
AVGO	BROADCOM INC	174,055	$65.75M	6.7%	$144.27	—	COM	11135F101
GOOGL	ALPHABET INC	151,093	$54M	5.5%	$107.44	—	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	33,909	$40.67M	4.1%	$747.20	—	COM	532457108
AAPL	APPLE INC	235,679	$68.2M	7.0%	$84.15	—	COM	037833100
NVDA	NVIDIA CORPORATION	302,869	$60.6M	6.2%	$92.19	—	COM	67066G104
IYW	ISHARES TR	100,052	$25.24M	2.6%	$93.18	—	U.S. TECH ETF	464287721
XOM	EXXON MOBIL CORP	146,058	$19.97M	2.0%	$97.80	—	COM	30231G102
TMUS	T-MOBILE US INC	92,580	$15.53M	1.6%	$133.84	—	COM	872590104
JPM	JPMORGAN CHASE & CO	106,504	$34.86M	3.6%	$93.07	—	COM	46625H100
AMZN	AMAZON COM INC	106,527	$25.39M	2.6%	$180.19	—	COM	023135106
MAR	MARRIOTT INTL INC NEW	73,945	$27.4M	2.8%	$113.00	—	CL A	571903202
ABBV	ABBVIE INC	89,325	$22.48M	2.3%	$135.80	—	COM	00287Y109
WMT	WALMART INC	238,363	$27M	2.8%	$46.47	—	COM	931142103
CEG	CONSTELLATION ENERGY CORP	81,137	$20.15M	2.1%	$197.79	—	COM	21037T109
V	VISA INC	59,970	$20.58M	2.1%	$139.04	—	COM CL A	92826C839
XLI	SELECT SECTOR SPDR TR	88,077	$16.31M	1.7%	$102.97	—	ST STR INDL ETF	81369Y704
XLF	SELECT SECTOR SPDR TR	337,370	$18.09M	1.8%	$36.52	—	ST STR FINL ETF	81369Y605
MRK	MERCK & CO INC	179,429	$23.06M	2.4%	$50.95	—	COM	58933Y105
HD	HOME DEPOT INC	49,850	$17.58M	1.8%	$105.83	—	COM	437076102
XLV	SELECT SECTOR SPDR TR	81,153	$12.88M	1.3%	$109.69	—	ST STR CARE ETF	81369Y209
XLY	SELECT SECTOR SPDR TR	120,912	$14.18M	1.4%	$129.88	—	ST STR DISCR ETF	81369Y407
XLE	SELECT SECTOR SPDR TR	89,601	$4.759M	0.5%	$71.44	—	ST STR ENERG ETF	81369Y506
RTX	RTX CORPORATION	172,121	$32.66M	3.3%	$55.09	—	COM	75513E101
XLC	SELECT SECTOR SPDR TR	176,376	$18.9M	1.9%	$80.82	—	ST STR SVC ETF	81369Y852
LRCX	LAM RESEARCH CORP	2,345	$1.016M	0.1%	$74.98	—	COM NEW	512807306
IYF	ISHARES TR	49,581	$6.322M	0.6%	$86.41	—	U.S. FINLS ETF	464287788
IYH	ISHARES TR	73,540	$4.928M	0.5%	$76.86	—	US HLTHCARE ETF	464287762
IWM	ISHARES TR	5,173	$1.554M	0.2%	$226.84	—	RUSSELL 2000 ETF	464287655
VB	VANGUARD INDEX FDS	4,250	$1.288M	0.1%	$235.85	—	SMALL CP ETF	922908751
GOOG	ALPHABET INC	2,229	$788K	0.1%	$168.24	—	CAP STK CL C	02079K107
IWR	ISHARES TR	10,873	$1.2M	0.1%	$88.65	—	RUS MID CAP ETF	464287499
MSFT	MICROSOFT CORP	109,483	$40.84M	4.2%	$54.65	—	COM	594918104
IJR	ISHARES TR	4,552	$675K	0.1%	$119.73	—	CORE S&P SCP ETF	464287804
XLRE	SELECT SECTOR SPDR TR	31,080	$1.368M	0.1%	$37.82	—	ST STR REAL ETF	81369Y860
IYC	ISHARES TR	21,832	$2.207M	0.2%	$86.40	—	US CONSUM DISCRE	464287580
VTI	VANGUARD INDEX FDS	1,763	$652K	0.1%	$328.17	—	TOTAL STK MKT	922908769
TSLA	TESLA INC	1,610	$677K	0.1%	$229.64	—	COM	88160R101
MDY	STATE STR SPDR S&P MIDCAP 40	830	$584K	0.1%	$616.76	—	UTSER1 S&PDCRP	78467Y107
BLK	BLACKROCK INC	18,502	$17.79M	1.8%	$991.05	—	COM	09290D101
XLP	SELECT SECTOR SPDR TR	78,828	$6.548M	0.7%	$67.70	—	ST STR STAPL ETF	81369Y308
XLU	SELECT SECTOR SPDR TR	77,733	$3.524M	0.4%	$58.62	—	ST STR UTIL ETF	81369Y886
EEM	ISHARES TR	4,695	$321K	0.0%	$45.86	—	MSCI EMG MKT ETF	464287234
COR	CENCORA INC	1,709	$484K	0.0%	$260.36	—	COM	03073E105
SPY	STATE STR SPDR S&P 500 ETF T	541	$404K	0.0%	$583.37	—	TR UNIT	78462F103
IYK	ISHARES TR	10,607	$771K	0.1%	$86.99	—	US CONSM STAPLES	464287812
XLB	SELECT SECTOR SPDR TR	25,249	$1.283M	0.1%	$54.74	—	ST STR MATER ETF	81369Y100
GD	GENERAL DYNAMICS CORP	1,047	$371K	0.0%	$257.44	—	COM	369550108
META	META PLATFORMS INC	677	$381K	0.0%	$512.12	—	CL A	30303M102