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
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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
Abbott Labs COM 002824100 312 2,493 SH SOLE 2,493 0 0
Abbvie Inc. COM 00287Y109 228 1,000 SH SOLE 1,000 0 0
Alnylam Pharmaceuticals COM 02043Q107 459 1,155 SH SOLE 1,155 0 0
Alphabet Inc. Class A COM 02079K305 13,945 44,554 SH SOLE 44,554 0 0
Alphabet Inc. Class C COM 02079K107 1,095 3,491 SH SOLE 3,491 0 0
Amazon Com Inc COM 023135106 9,341 40,470 SH SOLE 40,470 0 0
American Electrical Power Inc COM 025537101 404 3,500 SH SOLE 3,500 0 0
American Express Co. COM 025816109 5,447 14,723 SH SOLE 14,723 0 0
Amgen Inc COM 031162100 1,016 3,105 SH SOLE 3,105 0 0
Apple Inc. COM 037833100 11,280 41,492 SH SOLE 41,492 0 0
AT&T Corp COM 00206R102 2,066 83,169 SH SOLE 83,169 0 0
Bank of America Corp COM 060505104 1,909 34,700 SH SOLE 34,700 0 0
Blackstone Group LP COM 09253U108 387 2,510 SH SOLE 2,510 0 0
Boeing Company COM 097023105 238 1,096 SH SOLE 1,096 0 0
Broadcom Inc. COM 11135F101 5,371 15,520 SH SOLE 15,520 0 0
Capital One Finl Corp COM 14040H105 436 1,800 SH SOLE 1,800 0 0
Caterpillar Inc COM 149123101 7,684 13,414 SH SOLE 13,414 0 0
Citigroup Corp. COM 172967424 245 2,100 SH SOLE 2,100 0 0
Coca Cola Co. COM 191216100 2,592 37,083 SH SOLE 37,083 0 0
Consolidated Edison COM 209115104 847 8,533 SH SOLE 8,533 0 0
Corning Inc. COM 219350105 289 3,300 SH SOLE 3,300 0 0
Costco Wholesale Corp COM 22160K105 1,206 1,399 SH SOLE 1,399 0 0
Danaher Corp. COM 235851102 3,004 13,122 SH SOLE 13,122 0 0
Deere & Co COM 244199105 4,729 10,157 SH SOLE 10,157 0 0
Disney Walt Co COM 254687106 547 4,805 SH SOLE 4,805 0 0
Dominion Energy Inc. COM 25746U109 205 3,500 SH SOLE 3,500 0 0
Emerson Electric Co. COM 291011104 2,875 21,665 SH SOLE 21,665 0 0
Entergy Corp. COM 29364G103 305 3,300 SH SOLE 3,300 0 0
EOG Resources Inc. COM 26875P101 2,246 21,395 SH SOLE 21,395 0 0
EQT Corporation COM 26884L109 308 5,742 SH SOLE 5,742 0 0
Evergy Inc. COM 30034W106 2,972 41,000 SH SOLE 41,000 0 0
Exxon Mobil Corp. COM 30231G102 563 4,675 SH SOLE 4,675 0 0
Freeport-McMoran Inc. COM 35671D857 211 4,150 SH SOLE 4,150 0 0
GE Aerospace Trading COM 369604301 8,754 28,421 SH SOLE 28,421 0 0
GE Healthcare Technologies Inc. COM 36266G107 3,521 42,933 SH SOLE 42,933 0 0
GE Vernova Inc. COM 36828A101 11,370 17,397 SH SOLE 17,397 0 0
Gilead Sciences Inc COM 375558103 675 5,500 SH SOLE 5,500 0 0
Huntington Bancshares Inc. COM 446150104 213 12,250 SH SOLE 12,250 0 0
Immix Biopharma Inc. COM 45258H106 56 10,650 SH SOLE 10,650 0 0
Iron Mountain Inc. COM 46284V101 626 7,550 SH SOLE 7,550 0 0
Johnson & Johnson COM 478160104 410 1,983 SH SOLE 1,983 0 0
JP Morgan Chase & Co COM 46625H100 7,112 22,071 SH SOLE 22,071 0 0
Lam Research Corp. COM 512807306 229 1,340 SH SOLE 1,340 0 0
Eli Lilly & Co COM 532457108 625 582 SH SOLE 582 0 0
Mastercard Inc. Cl. A 57636Q104 4,212 7,379 SH SOLE 7,379 0 0
McCormick & Co. Inc. COM 579780206 1,833 26,911 SH SOLE 26,911 0 0
Merck & Co New COM 58933Y105 518 4,925 SH SOLE 4,925 0 0
Microsoft Corp COM 594918104 6,330 13,089 SH SOLE 13,089 0 0
Netflix Inc COM 64110L106 1,076 11,480 SH SOLE 11,480 0 0
Northwestern Energy Group Inc. COM 668074305 3,527 54,655 SH SOLE 54,655 0 0
Nvidia Corp. COM 67066G104 12,125 65,012 SH SOLE 65,012 0 0
Okta Inc. COM 679295105 3,443 39,820 SH SOLE 39,820 0 0
Parker Hannifin Corp. COM 701094104 6,586 7,493 SH SOLE 7,493 0 0
Pepsico Inc. COM 713448108 3,072 21,406 SH SOLE 21,406 0 0
Pfizer Inc COM 717081103 1,211 48,623 SH SOLE 48,623 0 0
Procter & Gamble Co. COM 742718109 573 4,000 SH SOLE 4,000 0 0
Raytheon Technologies Corp. COM 75513E101 542 2,953 SH SOLE 2,953 0 0
Salesforce.com Inc COM 79466L302 3,316 12,518 SH SOLE 12,518 0 0
Schlumberger Ltd. COM 806857108 541 14,100 SH SOLE 14,100 0 0
Servicenow Inc. COM 81762P102 414 2,700 SH SOLE 2,700 0 0
Southern Company COM 842587107 475 5,450 SH SOLE 5,450 0 0
State Street Corp. COM 857477103 2,743 21,265 SH SOLE 21,265 0 0
Sysco Corp. COM 871829107 287 3,900 SH SOLE 3,900 0 0
3M Company COM 88579Y101 660 4,125 SH SOLE 4,125 0 0
Valero Energy Corp. COM 91913Y100 2,864 17,595 SH SOLE 17,595 0 0
Verizon Communications Inc. COM 92343V104 884 21,700 SH SOLE 21,700 0 0
Wabtec COM 929740108 4,597 21,535 SH SOLE 21,535 0 0
Warner Bros. Discovery, Inc. COM 934423104 618 21,443 SH SOLE 21,443 0 0
Duke Energy Corp Dep 5.75 Preferred 26441C501 653 26,145 SH SOLE 26,145 0 0
JP Morgan Chase & Co Prfrd Ser D Preferred 48128B655 429 17,200 SH SOLE 17,200 0 0
Wells Fargo DEP SH 1/1000 CL A (AA) Preferred 94988U128 406 21,000 SH SOLE 21,000 0 0
Angel Oak DFS Inc TR COM 03462A102 208 15,728 SH SOLE 15,728 0 0
Blackrock Capital Allocation Trust COM 09260U109 1,225 86,500 SH SOLE 86,500 0 0
Blackrock Muni Inc TR COM 09248F109 817 81,500 SH SOLE 81,500 0 0
Blackrock Muniyield New York Quality Fd COM 09255E102 198 20,000 SH SOLE 20,000 0 0
Blackrock Science and Technology Term Tr COM 09260K101 445 19,700 SH SOLE 19,700 0 0
Eaton Vance Muni Bond Fund COM 27827X101 1,181 121,734 SH SOLE 121,734 0 0
First Trust Intermediate Duration Pfd Incm. COM 33718W103 340 18,250 SH SOLE 18,250 0 0
Flaherty & Crumrine Dynamic Pfd Preferred 33848W106 374 18,000 SH SOLE 18,000 0 0
Ishares Bitcoin Trust ETF COM 46438F101 248 5,000 SH SOLE 5,000 0 0
Nuveen AMT-Free Municipal Credit Incm Fd. COM 67071L106 652 51,500 SH SOLE 51,500 0 0
Nuveen NY AMT-Free Quality Incm. COM 670656107 232 23,000 SH SOLE 23,000 0 0
Nuveen Muni Value Fund Inc. COM 670928100 1,314 145,000 SH SOLE 145,000 0 0
Nuveen Preferred & Income Securities Fd COM 67072C105 599 73,896 SH SOLE 73,896 0 0
Pimco Access Income Fund COM 72203T100 337 22,000 SH SOLE 22,000 0 0
Pimco Dynamic Income Fd COM 72201Y101 327 18,474 SH SOLE 18,474 0 0
Rivernorth Flexible Municipal Incm Fd II COM 76883Y107 430 34,000 SH SOLE 34,000 0 0
SPDR Portfolio Short Term Corp. Bond Fund COM 78464A474 302 10,000 SH SOLE 10,000 0 0
Consumer Discretionary Select Sector SPDR COM 81369Y407 3,176 26,600 SH SOLE 26,600 0 0
Consumer Staples Select Sector SPDR COM 81369Y308 703 9,050 SH SOLE 9,050 0 0
Energy Select Sector SPDR ETF COM 81369Y506 537 12,000 SH SOLE 12,000 0 0
Financial Sector SPDR ETF COM 81369Y605 537 9,800 SH SOLE 9,800 0 0
First Trust DJ Internet Index COM 33733E302 269 1,000 SH SOLE 1,000 0 0
Invesco QQQ Trust, Series 1 COM 46090E103 1,972 3,210 SH SOLE 3,210 0 0
Invesco S&P 500 Equal Weight ETF COM 46137V357 594 3,100 SH SOLE 3,100 0 0
Ishares Dow Jones US ETF COM 464287846 1,144 6,900 SH SOLE 6,900 0 0
Ishares Morningstar Growth ETF COM 464287119 260 2,500 SH SOLE 2,500 0 0
Ishares North American Tech ETF COM 464287549 15,927 123,315 SH SOLE 123,315 0 0
Ishares North American Tech Software ETF COM 464287515 457 4,325 SH SOLE 4,325 0 0
Ishares Russell 1000 Growth ETF COM 464287614 7,573 16,000 SH SOLE 16,000 0 0
Ishares Russell 2000 ETF COM 464287655 2,223 9,030 SH SOLE 9,030 0 0
Ishares Russell Mid-Cap Growth ETF COM 464287481 3,643 26,603 SH SOLE 26,603 0 0
Ishares Russell Mid-Cap Value ETF COM 464287473 353 2,500 SH SOLE 2,500 0 0
Ishares S&P 500 Growth ETF COM 464287309 283 2,300 SH SOLE 2,300 0 0
Ishares S&P 500 Value ETF COM 464287408 201 950 SH SOLE 950 0 0
Ishares US Medical Devices ETF COM 464288810 1,030 16,570 SH SOLE 16,570 0 0
Ishares US Preferred Stock ETF COM 464288687 1,559 50,350 SH SOLE 50,350 0 0
JP Morgan Core Plus Bond ETF COM 46641Q670 237 5,000 SH SOLE 5,000 0 0
SPDR S&P Biotech ETF COM 78464A870 423 3,470 SH SOLE 3,470 0 0
State Street Health Care Select SCTR SPDR COM 81369Y209 201 1,300 SH SOLE 1,300 0 0
SPDR Gold Trust COM 78463V107 592 1,495 SH SOLE 1,495 0 0
SPDR S&P 500 ETF Trust COM 78462F103 2,919 4,280 SH SOLE 4,280 0 0
SPDR S&P 600 Small Cap ETF COM 78464A813 468 9,998 SH SOLE 9,998 0 0
SPDR Ser Tr S&P Dividend COM 78464A763 1,077 7,740 SH SOLE 7,740 0 0
SPDR Fd Technology COM 81369Y803 5,658 39,300 SH SOLE 39,300 0 0
SPDR Fd Utilities COM 81369Y886 572 13,400 SH SOLE 13,400 0 0
Vaneck Semiconductor ETF COM 92189F676 920 2,555 SH SOLE 2,555 0 0
Vanguard Extended Market ETF COM 922908652 701 3,350 SH SOLE 3,350 0 0
Vanguard FTSE All-Wrd Ex-US COM 922042775 511 6,950 SH SOLE 6,950 0 0
Vanguard Growth ETF COM 922908736 10,379 21,275 SH SOLE 21,275 0 0
Vanguard High Div Yield COM 921946406 757 5,275 SH SOLE 5,275 0 0
Vanguard Large-Cap ETF COM 922908637 3,451 10,961 SH SOLE 10,961 0 0
Vanguard Mega Cap Growth ETF COM 921910816 6,518 15,790 SH SOLE 15,790 0 0
Vanguard Mid-Cap ETF COM 922908629 369 1,270 SH SOLE 1,270 0 0
Vanguard Mid Cap Growth ETF COM 922908538 1,066 3,820 SH SOLE 3,820 0 0
Vanguard Total Stock Market ETF COM 922908769 9,602 28,640 SH SOLE 28,640 0 0