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 8,918,047 65,569 SH SOLE 0 0 65,569
ADOBE INC COM 00724F101 1,937,882 5,009 SH SOLE 0 0 5,009
ALPHABET INC CAP STK CL A 02079K305 205,966 1,169 SH SOLE 0 0 1,169
ALPHABET INC CAP STK CL C 02079K107 51,710,488 291,507 SH SOLE 0 0 291,507
ALTRIA GROUP INC COM 02209S103 1,292,498 22,045 SH SOLE 0 0 22,045
AMAZON COM INC COM 023135106 46,780,749 213,231 SH SOLE 0 0 213,231
AMERICAN EXPRESS CO COM 025816109 18,926,424 59,334 SH SOLE 0 0 59,334
AMGEN INC COM 031162100 326,676 1,170 SH SOLE 0 0 1,170
ANALOG DEVICES INC COM 032654105 15,249,941 64,070 SH SOLE 0 0 64,070
APPLE INC COM 037833100 56,415,148 274,968 SH SOLE 0 0 274,968
AT&T INC COM 00206R102 1,551,039 53,595 SH SOLE 0 0 53,595
ATLANTA BRAVES HLDGS INC COM SER C 047726302 813,985 17,404 SH SOLE 0 0 17,404
AVALONBAY CMNTYS INC COM 053484101 10,971,092 53,912 SH SOLE 0 0 53,912
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,644,000 5 SH SOLE 0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 407,561 839 SH SOLE 0 0 839
BLACKROCK INC COM 09290D101 24,344,130 23,201 SH SOLE 0 0 23,201
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 9,267,407 423,363 SH SOLE 0 0 423,363
BLACKSTONE INC COM 09260D107 10,468,057 69,983 SH SOLE 0 0 69,983
BOEING CO COM 097023105 590,456 2,818 SH SOLE 0 0 2,818
BP PRUDHOE BAY RTY TR UNIT BEN INT 055630107 11,794 23,587 SH SOLE 0 0 23,587
BROADCOM INC COM 11135F101 15,987,149 57,998 SH SOLE 0 0 57,998
BWX TECHNOLOGIES INC COM 05605H100 6,185,360 42,936 SH SOLE 0 0 42,936
CANADIAN PACIFIC KANSAS CITY COM 13646K108 11,828,511 149,218 SH SOLE 0 0 149,218
CATERPILLAR INC COM 149123101 10,171,878 26,202 SH SOLE 0 0 26,202
CEMEX SAB DE CV SPON ADR NEW 151290889 161,296 23,275 SH SOLE 0 0 23,275
CHAMPIONX CORPORATION COM 15872M104 3,162,977 127,334 SH SOLE 0 0 127,334
CHEVRON CORP NEW COM 166764100 4,922,013 34,374 SH SOLE 0 0 34,374
CINCINNATI FINL CORP COM 172062101 4,123,595 27,690 SH SOLE 0 0 27,690
CISCO SYS INC COM 17275R102 9,568,845 137,919 SH SOLE 0 0 137,919
COMCAST CORP NEW CL A 20030N101 203,504 5,702 SH SOLE 0 0 5,702
CONSTELLATION BRANDS INC CL A 21036P108 4,365,030 26,832 SH SOLE 0 0 26,832
CONSTELLATION ENERGY CORP COM 21037T109 5,073,142 15,718 SH SOLE 0 0 15,718
COSTAR GROUP INC COM 22160N109 6,465,848 80,421 SH SOLE 0 0 80,421
COSTCO WHSL CORP NEW COM 22160K105 7,059,283 7,131 SH SOLE 0 0 7,131
CRH PLC ORD G25508105 4,860,351 52,945 SH SOLE 0 0 52,945
CVS HEALTH CORP COM 126650100 311,721 4,519 SH SOLE 0 0 4,519
DEERE & CO COM 244199105 425,606 837 SH SOLE 0 0 837
DELTA AIR LINES INC DEL COM NEW 247361702 828,683 16,850 SH SOLE 0 0 16,850
DIAGEO PLC SPON ADR NEW 25243Q205 249,781 2,477 SH SOLE 0 0 2,477
DISNEY WALT CO COM 254687106 2,629,404 21,203 SH SOLE 0 0 21,203
DOMINOS PIZZA INC COM 25754A201 3,463,762 7,687 SH SOLE 0 0 7,687
ELEVANCE HEALTH INC COM 036752103 1,312,740 3,375 SH SOLE 0 0 3,375
ELI LILLY & CO COM 532457108 19,781,396 25,376 SH SOLE 0 0 25,376
ENTEGRIS INC COM 29362U104 4,572,613 56,697 SH SOLE 0 0 56,697
ENTERGY CORP NEW COM 29364G103 1,080,560 13,000 SH SOLE 0 0 13,000
ENTERPRISE PRODS PARTNERS L COM 293792107 564,382 18,200 SH SOLE 0 0 18,200
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 3,720,963 117,976 SH SOLE 0 0 117,976
EXELON CORP COM 30161N101 1,831,456 42,180 SH SOLE 0 0 42,180
EXXON MOBIL CORP COM 30231G102 9,891,642 91,759 SH SOLE 0 0 91,759
FATE THERAPEUTICS INC COM 31189P102 14,224 12,700 SH SOLE 0 0 12,700
FEDEX CORP COM 31428X106 254,587 1,120 SH SOLE 0 0 1,120
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 655,109 13,299 SH SOLE 0 0 13,299
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE GOV 33738D838 675,327 33,515 SH SOLE 0 0 33,515
FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107 3,105,888 209,151 SH SOLE 0 0 209,151
FIRST TR MTG INCOME FD COM SHS 33734E103 173,277 14,203 SH SOLE 0 0 14,203
GARMIN LTD SHS H2906T109 6,532,310 31,297 SH SOLE 0 0 31,297
GENERAL DYNAMICS CORP COM 369550108 12,072,391 41,392 SH SOLE 0 0 41,392
GOLDMAN SACHS GROUP INC COM 38141G104 21,919,903 30,971 SH SOLE 0 0 30,971
GRACO INC COM 384109104 7,082,295 82,381 SH SOLE 0 0 82,381
HALLIBURTON CO COM 406216101 330,706 16,227 SH SOLE 0 0 16,227
HCA HEALTHCARE INC COM 40412C101 2,810,039 7,335 SH SOLE 0 0 7,335
HF SINCLAIR CORP COM 403949100 388,206 9,450 SH SOLE 0 0 9,450
HOME DEPOT INC COM 437076102 24,552,860 66,967 SH SOLE 0 0 66,967
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 352,593 3,135 SH SOLE 0 0 3,135
INVESCO QQQ TR UNIT SER 1 46090E103 6,865,711 12,446 SH SOLE 0 0 12,446
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 294,481 4,811 SH SOLE 0 0 4,811
ISHARES GOLD TR ISHARES NEW 464285204 41,890,642 671,755 SH SOLE 0 0 671,755
ISHARES TR CORE 60/40 BALAN 464289867 258,594 4,200 SH SOLE 0 0 4,200
ISHARES TR CORE S&P MCP ETF 464287507 670,126 10,805 SH SOLE 0 0 10,805
ISHARES TR CORE S&P SCP ETF 464287804 2,247,287 20,563 SH SOLE 0 0 20,563
ISHARES TR CORE S&P500 ETF 464287200 121,962,468 196,429 SH SOLE 0 0 196,429
ISHARES TR MSCI EMG MKT ETF 464287234 581,292 12,050 SH SOLE 0 0 12,050
ISHARES TR RUS 1000 GRW ETF 464287614 13,310,583 31,350 SH SOLE 0 0 31,350
ISHARES TR RUS MID CAP ETF 464287499 940,945 10,231 SH SOLE 0 0 10,231
ISHARES TR RUSSELL 2000 ETF 464287655 633,775 2,937 SH SOLE 0 0 2,937
ISHARES TR S&P 500 GRWT ETF 464287309 6,165,600 56,000 SH SOLE 0 0 56,000
ISHARES TR S&P 500 VAL ETF 464287408 18,229,559 93,284 SH SOLE 0 0 93,284
ISHARES TR S&P MC 400VL ETF 464287705 855,544 6,923 SH SOLE 0 0 6,923
ISHARES TR SELECT DIVID ETF 464287168 2,777,190 20,911 SH SOLE 0 0 20,911
ISHARES TR U.S. ENERGY ETF 464287796 399,067 8,825 SH SOLE 0 0 8,825
ISHARES TR US AER DEF ETF 464288760 426,326 2,260 SH SOLE 0 0 2,260
ISHARES TR US HLTHCARE ETF 464287762 211,800 3,750 SH SOLE 0 0 3,750
JOHNSON & JOHNSON COM 478160104 12,314,038 80,616 SH SOLE 0 0 80,616
JPMORGAN CHASE & CO. COM 46625H100 36,671,750 126,494 SH SOLE 0 0 126,494
KINDER MORGAN INC DEL COM 49456B101 4,443,428 151,137 SH SOLE 0 0 151,137
KROGER CO COM 501044101 753,380 10,503 SH SOLE 0 0 10,503
L3HARRIS TECHNOLOGIES INC COM 502431109 10,878,696 43,369 SH SOLE 0 0 43,369
LOCKHEED MARTIN CORP COM 539830109 14,774,629 31,901 SH SOLE 0 0 31,901
LULULEMON ATHLETICA INC COM 550021109 5,445,571 22,921 SH SOLE 0 0 22,921
MARKEL GROUP INC COM 570535104 209,723 105 SH SOLE 0 0 105
MERCK & CO INC COM 58933Y105 11,574,063 146,211 SH SOLE 0 0 146,211
META PLATFORMS INC CL A 30303M102 36,896,386 49,989 SH SOLE 0 0 49,989
MICRON TECHNOLOGY INC COM 595112103 1,301,274 10,558 SH SOLE 0 0 10,558
MICROSOFT CORP COM 594918104 78,216,726 157,248 SH SOLE 0 0 157,248
MILLER INDS INC TENN COM NEW 600551204 6,823,676 153,479 SH SOLE 0 0 153,479
MOLSON COORS BEVERAGE CO CL B 60871R209 392,414 8,160 SH SOLE 0 0 8,160
MUELLER INDS INC COM 624756102 7,379,743 92,862 SH SOLE 0 0 92,862
MURPHY USA INC COM 626755102 3,353,659 8,244 SH SOLE 0 0 8,244
NATERA INC COM 632307104 2,251,126 13,325 SH SOLE 0 0 13,325
NETFLIX INC COM 64110L106 893,200 667 SH SOLE 0 0 667
NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUNI 45409F843 684,032 29,345 SH SOLE 0 0 29,345
NEXPOINT RESIDENTIAL TR INC COM 65341D102 1,247,934 37,453 SH SOLE 0 0 37,453
NEXTERA ENERGY INC COM 65339F101 12,488,171 179,893 SH SOLE 0 0 179,893
NORTHROP GRUMMAN CORP COM 666807102 8,273,169 16,547 SH SOLE 0 0 16,547
NOV INC COM 62955J103 1,309,973 105,388 SH SOLE 0 0 105,388
NOVARTIS AG SPONSORED ADR 66987V109 6,142,468 50,760 SH SOLE 0 0 50,760
NUVEEN MUN VALUE FD INC COM 670928100 226,809 26,100 SH SOLE 0 0 26,100
NVIDIA CORPORATION COM 67066G104 78,966,060 499,817 SH SOLE 0 0 499,817
NXP SEMICONDUCTORS N V COM N6596X109 585,553 2,680 SH SOLE 0 0 2,680
ONEOK INC NEW COM 682680103 1,436,851 17,602 SH SOLE 0 0 17,602
ORACLE CORP COM 68389X105 5,887,441 26,929 SH SOLE 0 0 26,929
PEPSICO INC COM 713448108 5,566,904 42,161 SH SOLE 0 0 42,161
PHILIP MORRIS INTL INC COM 718172109 13,984,306 76,782 SH SOLE 0 0 76,782
PROCTER AND GAMBLE CO COM 742718109 15,929,546 99,985 SH SOLE 0 0 99,985
QUALCOMM INC COM 747525103 8,510,051 53,435 SH SOLE 0 0 53,435
RELX PLC SPONSORED ADR 759530108 6,788,153 124,920 SH SOLE 0 0 124,920
RH COM 74967X103 3,587,221 18,979 SH SOLE 0 0 18,979
RTX CORPORATION COM 75513E101 8,991,182 61,575 SH SOLE 0 0 61,575
SCHLUMBERGER LTD COM STK 806857108 3,973,427 117,557 SH SOLE 0 0 117,557
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 967,118 36,495 SH SOLE 0 0 36,495
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 297,644 12,179 SH SOLE 0 0 12,179
SELECT SECTOR SPDR TR ENERGY 81369Y506 536,069 6,321 SH SOLE 0 0 6,321
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 274,943 5,250 SH SOLE 0 0 5,250
SELECT SECTOR SPDR TR INDL 81369Y704 283,976 1,925 SH SOLE 0 0 1,925
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 729,540 9,010 SH SOLE 0 0 9,010
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 883,548 6,555 SH SOLE 0 0 6,555
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 965,385 11,822 SH SOLE 0 0 11,822
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5,317,830 21,000 SH SOLE 0 0 21,000
SERVICENOW INC COM 81762P102 1,433,144 1,394 SH SOLE 0 0 1,394
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 82889N525 3,568,913 71,250 SH SOLE 0 0 71,250
SOUTHERN CO COM 842587107 354,372 3,859 SH SOLE 0 0 3,859
SOUTHWEST AIRLS CO COM 844741108 294,555 9,080 SH SOLE 0 0 9,080
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 4,882,402 11,080 SH SOLE 0 0 11,080
SPDR GOLD TR GOLD SHS 78463V107 3,182,425 10,440 SH SOLE 0 0 10,440
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,352,474 2,189 SH SOLE 0 0 2,189
SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 275,906 9,139 SH SOLE 0 0 9,139
SPDR SERIES TRUST S&P DIVID ETF 78464A763 2,848,837 20,989 SH SOLE 0 0 20,989
STARBUCKS CORP COM 855244109 2,999,783 32,738 SH SOLE 0 0 32,738
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,047,290 4,624 SH SOLE 0 0 4,624
TARGET CORP COM 87612E106 689,394 6,988 SH SOLE 0 0 6,988
TESLA INC COM 88160R101 2,276,352 7,166 SH SOLE 0 0 7,166
T-MOBILE US INC COM 872590104 806,272 3,384 SH SOLE 0 0 3,384
UFP INDUSTRIES INC COM 90278Q108 5,397,136 54,319 SH SOLE 0 0 54,319
UNILEVER PLC SPON ADR NEW 904767704 1,601,492 26,181 SH SOLE 0 0 26,181
UNITED PARCEL SERVICE INC CL B 911312106 640,061 6,341 SH SOLE 0 0 6,341
UNITEDHEALTH GROUP INC COM 91324P102 4,402,859 14,113 SH SOLE 0 0 14,113
VALERO ENERGY CORP COM 91913Y100 8,297,684 61,730 SH SOLE 0 0 61,730
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 574,276 2,980 SH SOLE 0 0 2,980
VANGUARD INDEX FDS GROWTH ETF 922908736 789,120 1,800 SH SOLE 0 0 1,800
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 434,346 4,877 SH SOLE 0 0 4,877
VANGUARD INDEX FDS SML CP GRW ETF 922908595 373,869 1,350 SH SOLE 0 0 1,350
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 496,000 6,400 SH SOLE 0 0 6,400
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 255,907 4,560 SH SOLE 0 0 4,560
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 440,388 1,568 SH SOLE 0 0 1,568
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 783,916 2,799 SH SOLE 0 0 2,799
VANGUARD WORLD FD MATERIALS ETF 92204A801 1,097,477 5,633 SH SOLE 0 0 5,633
VISA INC COM CL A 92826C839 17,839,921 50,246 SH SOLE 0 0 50,246
VULCAN MATLS CO COM 929160109 32,037,825 122,835 SH SOLE 0 0 122,835
WALMART INC COM 931142103 3,149,103 32,206 SH SOLE 0 0 32,206
WELLS FARGO CO NEW COM 949746101 436,334 5,446 SH SOLE 0 0 5,446
WISDOMTREE TR US QTLY DIV GRT 97717X669 1,823,773 21,779 SH SOLE 0 0 21,779
ZOETIS INC CL A 98978V103 657,329 4,215 SH SOLE 0 0 4,215