Disclosed positions
| PROSPERITY BANCSHARES INC | PB | COM | $19,317,530 | 264,515 | SH | None |
| APPLE INC | AAPL | COM | $12,203,376 | 42,174 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,360,058 | 36,784 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $6,639,220 | 13,902 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,498,024 | 17,420 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTSM | FIRST TR ENH NEW | $5,074,849 | 84,963 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,062,088 | 58,766 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $5,001,279 | 6,792 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $4,919,246 | 15,029 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,801,367 | 20,145 | SH | None |
| ELI LILLY & CO | LLY | COM | $4,795,914 | 3,999 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,695,396 | 65,900 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $4,249,619 | 9,850 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,677,344 | 5,086 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,670,663 | 10,389 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $3,358,584 | 4,401 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $3,184,618 | 63,074 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $2,968,381 | 36,620 | SH | None |
| TOLL BROTHERS INC | TOL | COM | $2,876,815 | 17,462 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $2,723,965 | 35,326 | SH | None |
| ABBVIE INC | ABBV | COM | $2,680,290 | 10,651 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,454,431 | 8,728 | SH | None |
| RTX CORPORATION | RTX | COM | $2,329,103 | 12,276 | SH | None |
| DEERE & CO | DE | COM | $2,273,010 | 3,583 | SH | None |
| HOME DEPOT INC | HD | COM | $2,244,685 | 6,365 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWJ | S&P SMALLCAP 600 | $2,205,971 | 37,075 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $2,091,130 | 6,132 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,079,592 | 1,953 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $2,018,377 | 12,772 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,927,775 | 2,061 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,889,465 | 5,287 | SH | None |
| CORNING INC | GLW | COM | $1,860,762 | 7,285 | SH | None |
| META PLATFORMS INC | META | CL A | $1,847,411 | 3,280 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,747,334 | 9,456 | SH | None |
| BLACKSTONE INC | BX | COM | $1,624,998 | 13,810 | SH | None |
| BROADCOM INC | AVGO | COM | $1,563,408 | 4,139 | SH | None |
| MERCK & CO INC | MRK | COM | $1,498,845 | 11,664 | SH | None |
| INTEL CORP | INTC | COM | $1,413,234 | 10,121 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,386,548 | 9,349 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $1,370,326 | 22,031 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $1,340,972 | 25,249 | SH | None |
| LOWES COS INC | LOW | COM | $1,264,037 | 5,733 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,185,555 | 6,000 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,120,501 | 6,760 | SH | None |
| BANK OF AMER CORP | BAC | COM | $1,111,926 | 19,514 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,111,281 | 1,099 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,103,348 | 1,478 | SH | None |
| TESLA INC | TSLA | COM | $1,054,444 | 2,507 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $996,959 | 6,284 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $965,577 | 12,614 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.