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

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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
ABPRO HLDGS INC COM 000847103 10,491 49,300 SH SOLE 0 0 49,300
AFLAC INC COM 001055102 232,012 2,200 SH SOLE 0 0 2,200
AGNC INVT CORP COM 00123Q104 143,203 15,583 SH SOLE 0 0 15,583
AT&T INC COM 00206R102 385,632 13,325 SH SOLE 0 0 13,325
ABBOTT LABS COM 002824100 295,414 2,172 SH SOLE 0 0 2,172
ABBVIE INC COM 00287Y109 501,759 2,703 SH SOLE 0 0 2,703
ALPHABET INC CAP STK CL C 02079K107 2,832,945 15,970 SH SOLE 0 0 15,970
ALPHABET INC CAP STK CL A 02079K305 2,997,999 17,012 SH SOLE 0 0 17,012
ALTRIA GROUP INC COM 02209S103 375,620 6,407 SH SOLE 0 0 6,407
AMAZON COM INC COM 023135106 3,473,062 15,831 SH SOLE 0 0 15,831
AMGEN INC COM 031162100 338,420 1,212 SH SOLE 0 0 1,212
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 961,500 11,132 SH SOLE 0 0 11,132
ANALOG DEVICES INC COM 032654105 1,419,313 5,963 SH SOLE 0 0 5,963
APOLLO GLOBAL MGMT INC COM 03769M106 3,504,380 24,701 SH SOLE 0 0 24,701
APPLE INC COM 037833100 16,542,384 80,628 SH SOLE 0 0 80,628
APPLIED MATLS INC COM 038222105 382,888 2,091 SH SOLE 0 0 2,091
ARES CAPITAL CORP COM 04010L103 323,838 14,747 SH SOLE 0 0 14,747
AUTOMATIC DATA PROCESSING IN COM 053015103 388,584 1,260 SH SOLE 0 0 1,260
BANK AMERICA CORP COM 060505104 555,950 11,749 SH SOLE 0 0 11,749
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,426,664 4,996 SH SOLE 0 0 4,996
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 1,233,480 23,344 SH SOLE 0 0 23,344
BLACKSTONE INC COM 09260D107 8,421,744 56,303 SH SOLE 0 0 56,303
BLACKROCK INC COM 09290D101 551,892 526 SH SOLE 0 0 526
BXP INC COM 101121101 399,522 5,921 SH SOLE 0 0 5,921
BRISTOL-MYERS SQUIBB CO COM 110122108 408,331 8,821 SH SOLE 0 0 8,821
BROADCOM INC COM 11135F101 550,206 1,996 SH SOLE 0 0 1,996
CARLYLE GROUP INC COM 14316J108 848,514 16,508 SH SOLE 0 0 16,508
CATERPILLAR INC COM 149123101 367,153 946 SH SOLE 0 0 946
CITIGROUP INC COM NEW 172967424 382,710 4,496 SH SOLE 0 0 4,496
COCA COLA CO COM 191216100 1,209,047 17,089 SH SOLE 0 0 17,089
COLGATE PALMOLIVE CO COM 194162103 316,787 3,485 SH SOLE 0 0 3,485
CROWDSTRIKE HLDGS INC CL A 22788C105 553,620 1,087 SH SOLE 0 0 1,087
DIGITAL RLTY TR INC COM 253868103 412,089 2,364 SH SOLE 0 0 2,364
DUKE ENERGY CORP NEW COM NEW 26441C204 535,697 4,540 SH SOLE 0 0 4,540
EVERCORE INC CLASS A 29977A105 802,893 2,973 SH SOLE 0 0 2,973
META PLATFORMS INC CL A 30303M102 201,953 274 SH SOLE 0 0 274
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 554,490 6,101 SH SOLE 0 0 6,101
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1,642,523 21,732 SH SOLE 0 0 21,732
FLAHERTY & CRUMRINE PFD INCO COM 338480106 140,538 12,426 SH SOLE 0 0 12,426
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 640,899 17,275 SH SOLE 0 0 17,275
GLOBAL X FDS US INFR DEV ETF 37954Y673 1,412,519 32,412 SH SOLE 0 0 32,412
GOLDMAN SACHS GROUP INC COM 38141G104 2,498,013 3,530 SH SOLE 0 0 3,530
GOLDMAN SACHS ETF TR EQUAL WEIGHT US 381430438 1,123,007 13,772 SH SOLE 0 0 13,772
GOLUB CAP BDC INC COM 38173M102 171,940 11,737 SH SOLE 0 0 11,737
HOME DEPOT INC COM 437076102 340,004 927 SH SOLE 0 0 927
HYLIION HOLDINGS CORP COMMON STOCK 449109107 17,603 13,336 SH SOLE 0 0 13,336
INTERNATIONAL BUSINESS MACHS COM 459200101 3,140,682 10,654 SH SOLE 0 0 10,654
INVESCO ACTIVELY MANAGED EXC S&P 500 EQUAL WE 46090A697 952,053 19,083 SH SOLE 0 0 19,083
INVESCO QQQ TR UNIT SER 1 46090E103 897,333 1,627 SH SOLE 0 0 1,627
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V118 217,695 3,162 SH SOLE 0 0 3,162
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 1,976,651 28,274 SH SOLE 0 0 28,274
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,245,684 23,361 SH SOLE 0 0 23,361
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 9,862,068 135,431 SH SOLE 0 0 135,431
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 127,102 11,420 SH SOLE 0 0 11,420
ISHARES INC MSCI EMERG MRKT 464286533 299,942 4,776 SH SOLE 0 0 4,776
ISHARES TR SELECT DIVID ETF 464287168 1,129,310 8,503 SH SOLE 0 0 8,503
ISHARES TR CORE S&P500 ETF 464287200 490,071 789 SH SOLE 0 0 789
ISHARES TR MSCI EMG MKT ETF 464287234 377,009 7,815 SH SOLE 0 0 7,815
ISHARES TR RUS MID CAP ETF 464287499 287,406 3,125 SH SOLE 0 0 3,125
ISHARES TR ISHARES SEMICDTR 464287523 912,560 3,823 SH SOLE 0 0 3,823
ISHARES TR ISHARES BIOTECH 464287556 823,432 6,509 SH SOLE 0 0 6,509
ISHARES TR RUS 1000 GRW ETF 464287614 715,964 1,686 SH SOLE 0 0 1,686
ISHARES TR CORE S&P SCP ETF 464287804 313,450 2,868 SH SOLE 0 0 2,868
ISHARES TR IBOXX HI YD ETF 464288513 402,833 4,995 SH SOLE 0 0 4,995
ISHARES TR PFD AND INCM SEC 464288687 685,369 22,339 SH SOLE 0 0 22,339
ISHARES SILVER TR ISHARES 46428Q109 585,855 17,856 SH SOLE 0 0 17,856
ISHARES TR FLTG RATE NT ETF 46429B655 711,124 13,938 SH SOLE 0 0 13,938
ISHARES TR CONV BD ETF 46435G102 565,738 6,279 SH SOLE 0 0 6,279
JPMORGAN CHASE & CO. COM 46625H100 6,657,067 22,963 SH SOLE 0 0 22,963
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 6,560,660 141,638 SH SOLE 0 0 141,638
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 4,722,422 83,068 SH SOLE 0 0 83,068
JOHNSON & JOHNSON COM 478160104 1,297,233 8,493 SH SOLE 0 0 8,493
KKR & CO INC COM 48251W104 5,235,950 39,359 SH SOLE 0 0 39,359
KEYCORP COM 493267108 429,072 24,631 SH SOLE 0 0 24,631
KINDER MORGAN INC DEL COM 49456B101 983,184 33,442 SH SOLE 0 0 33,442
LAZARD INC COM 52110M109 430,106 8,964 SH SOLE 0 0 8,964
ELI LILLY & CO COM 532457108 1,179,880 1,514 SH SOLE 0 0 1,514
LOWES COS INC COM 548661107 434,643 1,959 SH SOLE 0 0 1,959
M & T BK CORP COM 55261F104 207,553 1,070 SH SOLE 0 0 1,070
MANULIFE FINL CORP COM 56501R106 434,704 13,601 SH SOLE 0 0 13,601
MARRIOTT INTL INC NEW CL A 571903202 566,911 2,075 SH SOLE 0 0 2,075
MASTERCARD INCORPORATED CL A 57636Q104 228,474 407 SH SOLE 0 0 407
MCDONALDS CORP COM 580135101 712,240 2,438 SH SOLE 0 0 2,438
MERCK & CO INC COM 58933Y105 450,553 5,692 SH SOLE 0 0 5,692
MICROSOFT CORP COM 594918104 6,505,105 13,078 SH SOLE 0 0 13,078
MOELIS & CO CL A 60786M105 404,857 6,496 SH SOLE 0 0 6,496
MORGAN STANLEY COM NEW 617446448 420,283 2,984 SH SOLE 0 0 2,984
NATIONAL GRID PLC SPONSORED ADR NE 636274409 402,865 5,414 SH SOLE 0 0 5,414
NVIDIA CORPORATION COM 67066G104 1,514,563 9,586 SH SOLE 0 0 9,586
ORACLE CORP COM 68389X105 212,290 971 SH SOLE 0 0 971
PTC INC COM 69370C100 257,821 1,496 SH SOLE 0 0 1,496
PALO ALTO NETWORKS INC COM 697435105 218,146 1,066 SH SOLE 0 0 1,066
PEPSICO INC COM 713448108 217,228 1,645 SH SOLE 0 0 1,645
PFIZER INC COM 717081103 415,908 17,158 SH SOLE 0 0 17,158
PLUG POWER INC COM NEW 72919P202 29,799 19,999 SH SOLE 0 0 19,999
PROCTER AND GAMBLE CO COM 742718109 877,525 5,508 SH SOLE 0 0 5,508
PROLOGIS INC. COM 74340W103 234,941 2,235 SH SOLE 0 0 2,235
PROSHARES TR NASDAQ100 DORSEY 74347G671 330,693 7,347 SH SOLE 0 0 7,347
PROSHARES TR S&P 500 DV ARIST 74348A467 6,007,360 59,656 SH SOLE 0 0 59,656
RBB FD INC US TREASY 2 YR 74933W486 262,676 5,412 SH SOLE 0 0 5,412
RADNET INC COM 750491102 285,973 5,025 SH SOLE 0 0 5,025
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,082,255 3,370 SH SOLE 0 0 3,370
SPDR GOLD TR GOLD SHS 78463V107 1,409,839 4,625 SH SOLE 0 0 4,625
SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 1,848,508 22,363 SH SOLE 0 0 22,363
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 251,363 2,637 SH SOLE 0 0 2,637
SPDR SERIES TRUST S&P DIVID ETF 78464A763 539,554 3,975 SH SOLE 0 0 3,975
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 301,281 684 SH SOLE 0 0 684
SPDR SERIES TRUST BLOOMBERG 3-12 M 78468R523 1,424,778 14,329 SH SOLE 0 0 14,329
SCHWAB CHARLES CORP COM 808513105 1,100,117 12,057 SH SOLE 0 0 12,057
SCHWAB STRATEGIC TR MUN BD ETF 808524649 1,914,202 76,021 SH SOLE 0 0 76,021
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 669,980 25,282 SH SOLE 0 0 25,282
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 952,807 7,069 SH SOLE 0 0 7,069
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 903,769 11,162 SH SOLE 0 0 11,162
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 900,558 17,196 SH SOLE 0 0 17,196
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9,653,714 38,122 SH SOLE 0 0 38,122
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1,225,958 29,598 SH SOLE 0 0 29,598
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 792,489 9,705 SH SOLE 0 0 9,705
SIMON PPTY GROUP INC NEW COM 828806109 330,975 2,059 SH SOLE 0 0 2,059
SOUTHERN CO COM 842587107 531,144 5,784 SH SOLE 0 0 5,784
TESLA INC COM 88160R101 251,604 792 SH SOLE 0 0 792
VANECK ETF TRUST PREFERRED SECURT 92189F429 184,736 10,791 SH SOLE 0 0 10,791
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 783,712 2,810 SH SOLE 0 0 2,810
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 324,079 4,402 SH SOLE 0 0 4,402
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,081,039 5,282 SH SOLE 0 0 5,282
VANGUARD STAR FDS VG TL INTL STK F 921909768 760,958 11,014 SH SOLE 0 0 11,014
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 845,354 6,443 SH SOLE 0 0 6,443
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 492,032 4,861 SH SOLE 0 0 4,861
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 692,256 6,594 SH SOLE 0 0 6,594
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2,008,577 15,067 SH SOLE 0 0 15,067
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 790,903 8,776 SH SOLE 0 0 8,776
VANGUARD WORLD FD CONSUM STP ETF 92204A207 397,495 1,815 SH SOLE 0 0 1,815
VANGUARD WORLD FD ENERGY ETF 92204A306 1,691,214 14,198 SH SOLE 0 0 14,198
VANGUARD WORLD FD FINANCIALS ETF 92204A405 2,808,504 22,062 SH SOLE 0 0 22,062
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 2,356,114 9,487 SH SOLE 0 0 9,487
VANGUARD WORLD FD MATERIALS ETF 92204A801 324,262 1,664 SH SOLE 0 0 1,664
VANGUARD WORLD FD UTILITIES ETF 92204A876 2,133,670 12,088 SH SOLE 0 0 12,088
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 256,722 2,943 SH SOLE 0 0 2,943
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4,556,241 54,947 SH SOLE 0 0 54,947
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2,697,855 55,025 SH SOLE 0 0 55,025
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 269,859 475 SH SOLE 0 0 475
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 968,154 5,887 SH SOLE 0 0 5,887
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 736,755 8,273 SH SOLE 0 0 8,273
VANGUARD INDEX FDS SML CP GRW ETF 922908595 697,813 2,520 SH SOLE 0 0 2,520
VANGUARD INDEX FDS SM CP VAL ETF 922908611 2,579,924 13,230 SH SOLE 0 0 13,230
VANGUARD INDEX FDS MID CAP ETF 922908629 887,761 3,173 SH SOLE 0 0 3,173
VANGUARD INDEX FDS GROWTH ETF 922908736 259,665 592 SH SOLE 0 0 592
VANGUARD INDEX FDS VALUE ETF 922908744 438,292 2,480 SH SOLE 0 0 2,480
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,248,714 5,269 SH SOLE 0 0 5,269
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,266,561 14,038 SH SOLE 0 0 14,038
VERIZON COMMUNICATIONS INC COM 92343V104 906,957 20,960 SH SOLE 0 0 20,960
VICI PPTYS INC COM 925652109 419,667 12,873 SH SOLE 0 0 12,873
VISA INC COM CL A 92826C839 422,219 1,189 SH SOLE 0 0 1,189
WALMART INC COM 931142103 1,253,968 12,824 SH SOLE 0 0 12,824
WASTE MGMT INC DEL COM 94106L109 391,186 1,710 SH SOLE 0 0 1,710
WATERS CORP COM 941848103 582,897 1,670 SH SOLE 0 0 1,670
WELLS FARGO CO NEW COM 949746101 379,108 4,732 SH SOLE 0 0 4,732
WELLTOWER INC COM 95040Q104 2,296,332 14,937 SH SOLE 0 0 14,937
WISDOMTREE TR CLOUD COMPUTNG 97717Y691 243,728 6,744 SH SOLE 0 0 6,744
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 32,972 20,105 SH SOLE 0 0 20,105