The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 1,027,872 7,557 SH SOLE 7,557 0 0
ALPHABET INC CAP STK CL A 02079K305 10,144,267 57,563 SH SOLE 57,563 0 0
ALPHABET INC CAP STK CL C 02079K107 2,237,910 12,616 SH SOLE 12,616 0 0
AMAZON COM INC COM 023135106 14,123,451 64,376 SH SOLE 64,376 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,651,937 15,921 SH SOLE 15,921 0 0
AMGEN INC COM 031162100 1,381,984 4,950 SH SOLE 4,950 0 0
APPLE INC COM 037833100 17,960,688 87,541 SH SOLE 87,541 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 966,476 1,206 SH SOLE 1,206 0 0
ATMOS ENERGY CORP COM 049560105 1,643,914 10,667 SH SOLE 10,667 0 0
BANK AMERICA CORP COM 060505104 1,380,098 29,165 SH SOLE 29,165 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,620,432 19,804 SH SOLE 19,804 0 0
BOEING CO COM 097023105 1,318,153 6,291 SH SOLE 6,291 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,051,436 9,789 SH SOLE 9,789 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,158,540 25,028 SH SOLE 25,028 0 0
BROADCOM INC COM 11135F101 10,768,268 39,065 SH SOLE 39,065 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,311,380 17,917 SH SOLE 17,917 0 0
CATERPILLAR INC COM 149123101 2,434,821 6,272 SH SOLE 6,272 0 0
CELESTICA INC COM 15101Q207 998,011 6,393 SH SOLE 6,393 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 257,959 631 SH SOLE 631 0 0
CHEVRON CORP NEW COM 166764100 3,767,373 26,310 SH SOLE 26,310 0 0
CHUBB LIMITED COM H1467J104 1,786,703 6,167 SH SOLE 6,167 0 0
CME GROUP INC COM 12572Q105 2,266,586 8,224 SH SOLE 8,224 0 0
COCA COLA CO COM 191216100 1,495,401 21,136 SH SOLE 21,136 0 0
COLGATE PALMOLIVE CO COM 194162103 837,797 9,217 SH SOLE 9,217 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,570,074 4,617 SH SOLE 4,617 0 0
CRH PLC ORD G25508105 1,235,720 13,461 SH SOLE 13,461 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,625,748 5,156 SH SOLE 5,156 0 0
DANAHER CORPORATION COM 235851102 347,078 1,757 SH SOLE 1,757 0 0
DIGITAL RLTY TR INC COM 253868103 1,352,793 7,760 SH SOLE 7,760 0 0
EASTERN BANKSHARES INC COM 27627N105 450,862 29,526 SH SOLE 29,526 0 0
EATON CORP PLC SHS G29183103 3,367,562 9,433 SH SOLE 9,433 0 0
ELI LILLY & CO COM 532457108 3,702,796 4,750 SH SOLE 4,750 0 0
EMCOR GROUP INC COM 29084Q100 766,497 1,433 SH SOLE 1,433 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,250,390 68,968 SH SOLE 68,968 0 0
EXXON MOBIL CORP COM 30231G102 445,601 4,134 SH SOLE 4,134 0 0
FIDELITY COVINGTON TRUST ENHANCED SMALL 31609A206 11,788,078 368,493 SH SOLE 368,493 0 0
GE AEROSPACE COM NEW 369604301 3,320,738 12,902 SH SOLE 12,902 0 0
GE VERNOVA INC COM 36828A101 289,980 548 SH SOLE 548 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,356,956 7,569 SH SOLE 7,569 0 0
HOME DEPOT INC COM 437076102 2,551,318 6,959 SH SOLE 6,959 0 0
IDEXX LABS INC COM 45168D104 843,126 1,572 SH SOLE 1,572 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,893,094 9,814 SH SOLE 9,814 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 924,087 15,097 SH SOLE 15,097 0 0
ISHARES INC CORE MSCI EMKT 46434G103 209,027 3,482 SH SOLE 3,482 0 0
ISHARES TR CORE S&P MCP ETF 464287507 12,302,560 198,364 SH SOLE 198,364 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 11,320,405 118,204 SH SOLE 118,204 0 0
ISHARES TR MSCI EAFE ETF 464287465 8,764,618 98,049 SH SOLE 98,049 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 6,310,682 76,161 SH SOLE 76,161 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,917,794 122,674 SH SOLE 122,674 0 0
ISHARES TR CORE US AGGBD ET 464287226 4,887,882 49,273 SH SOLE 49,273 0 0
ISHARES TR IBONDS DEC 29 46436E205 1,157,327 49,607 SH SOLE 49,607 0 0
ISHARES TR IBONDS DEC 2030 46436E726 1,152,401 52,430 SH SOLE 52,430 0 0
ISHARES TR IBONDS DEC 2031 46436E486 1,149,920 54,654 SH SOLE 54,654 0 0
ISHARES TR IBONDS DEC 2032 46436E312 1,143,742 45,234 SH SOLE 45,234 0 0
ISHARES TR IBONDS DEC 2033 46436E130 1,124,761 43,419 SH SOLE 43,419 0 0
ISHARES TR IBONDS DEC 2034 46438G653 1,054,146 40,342 SH SOLE 40,342 0 0
ISHARES TR IBDS DEC28 ETF 46435U515 930,201 36,593 SH SOLE 36,593 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 773,586 1,822 SH SOLE 1,822 0 0
ISHARES TR NATIONAL MUN ETF 464288414 581,304 5,564 SH SOLE 5,564 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 430,821 3,913 SH SOLE 3,913 0 0
ISHARES TR RUSEL 2500 ETF 46435G268 414,003 6,108 SH SOLE 6,108 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 401,046 1,858 SH SOLE 1,858 0 0
ISHARES TR CORE MSCI EAFE 46432F842 316,313 3,789 SH SOLE 3,789 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 242,654 2,585 SH SOLE 2,585 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 8,613,615 169,961 SH SOLE 169,961 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3,742,937 65,839 SH SOLE 65,839 0 0
JOHNSON & JOHNSON COM 478160104 6,417,754 42,015 SH SOLE 42,015 0 0
JPMORGAN CHASE & CO. COM 46625H100 8,065,292 27,820 SH SOLE 27,820 0 0
KIMCO RLTY CORP COM 49446R109 217,557 10,350 SH SOLE 10,350 0 0
KLA CORP COM NEW 482480100 1,558,486 1,740 SH SOLE 1,740 0 0
LOCKHEED MARTIN CORP COM 539830109 1,390,416 3,002 SH SOLE 3,002 0 0
MANULIFE FINL CORP COM 56501R106 1,163,900 36,417 SH SOLE 36,417 0 0
MARRIOTT INTL INC NEW CL A 571903202 698,325 2,556 SH SOLE 2,556 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,294,487 2,358 SH SOLE 2,358 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,203,085 11,039 SH SOLE 11,039 0 0
MCDONALDS CORP COM 580135101 1,709,987 5,853 SH SOLE 5,853 0 0
MEDTRONIC PLC SHS G5960L103 1,113,492 12,774 SH SOLE 12,774 0 0
MERCK & CO INC COM 58933Y105 1,997,666 25,236 SH SOLE 25,236 0 0
META PLATFORMS INC CL A 30303M102 11,643,681 15,775 SH SOLE 15,775 0 0
MICROSOFT CORP COM 594918104 21,787,488 43,802 SH SOLE 43,802 0 0
MOODYS CORP COM 615369105 296,440 591 SH SOLE 591 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,968,638 4,682 SH SOLE 4,682 0 0
NETFLIX INC COM 64110L106 4,982,903 3,721 SH SOLE 3,721 0 0
NVIDIA CORPORATION COM 67066G104 17,393,374 110,092 SH SOLE 110,092 0 0
ORACLE CORP COM 68389X105 6,685,386 30,579 SH SOLE 30,579 0 0
PALO ALTO NETWORKS INC COM 697435105 1,409,765 6,889 SH SOLE 6,889 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107 6,407,682 128,772 SH SOLE 128,772 0 0
PROCTER AND GAMBLE CO COM 742718109 3,318,394 20,828 SH SOLE 20,828 0 0
PROGRESSIVE CORP COM 743315103 1,603,960 6,010 SH SOLE 6,010 0 0
PROSHARES TR SHORT S&P 500 NE 74349Y753 224,073 5,647 SH SOLE 5,647 0 0
PUBLIC STORAGE OPER CO COM 74460D109 3,074,387 10,478 SH SOLE 10,478 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,017,135 12,083 SH SOLE 12,083 0 0
QUANTA SVCS INC COM 74762E102 1,234,436 3,265 SH SOLE 3,265 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,031,170 3,293 SH SOLE 3,293 0 0
RTX CORPORATION COM 75513E101 3,646,494 24,973 SH SOLE 24,973 0 0
S&P GLOBAL INC COM 78409V104 794,632 1,507 SH SOLE 1,507 0 0
SALESFORCE INC COM 79466L302 2,586,835 9,486 SH SOLE 9,486 0 0
SCHWAB CHARLES CORP COM 808513105 286,801 3,143 SH SOLE 3,143 0 0
SONY GROUP CORP SPONSORED ADR 835699307 2,646,385 101,667 SH SOLE 101,667 0 0
SOUTHERN CO COM 842587107 2,416,227 26,312 SH SOLE 26,312 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,738,923 7,670 SH SOLE 7,670 0 0
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 8,924,395 119,167 SH SOLE 119,167 0 0
SPDR SERIES TRUST NUVEEN ICE MUNIC 78468R721 755,824 16,920 SH SOLE 16,920 0 0
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 305,736 3,333 SH SOLE 3,333 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,057,395 1,378 SH SOLE 1,378 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,655,053 29,383 SH SOLE 29,383 0 0
TERAWULF INC COM 88080T104 77,425 17,677 SH SOLE 17,677 0 0
TJX COS INC NEW COM 872540109 1,914,704 15,505 SH SOLE 15,505 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 890,642 2,036 SH SOLE 2,036 0 0
TRANSDIGM GROUP INC COM 893641100 608,256 400 SH SOLE 400 0 0
UBER TECHNOLOGIES INC COM 90353T100 200,035 2,144 SH SOLE 2,144 0 0
UNION PAC CORP COM 907818108 1,067,614 4,640 SH SOLE 4,640 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 204,977 2,784 SH SOLE 2,784 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7,260,085 87,555 SH SOLE 87,555 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,758,447 40,639 SH SOLE 40,639 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,595,516 5,830 SH SOLE 5,830 0 0
VISA INC COM CL A 92826C839 4,265,779 12,015 SH SOLE 12,015 0 0
VULCAN MATLS CO COM 929160109 1,188,046 4,555 SH SOLE 4,555 0 0
WALMART INC COM 931142103 7,854,893 80,332 SH SOLE 80,332 0 0
WASTE MGMT INC DEL COM 94106L109 3,361,484 14,691 SH SOLE 14,691 0 0
WILLIAMS COS INC COM 969457100 2,658,213 42,321 SH SOLE 42,321 0 0