The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 200,604 | 4,405 | SH | SOLE | 0 | 0 | 0 | ||
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | 206,661 | 310 | SH | SOLE | 0 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 207,435 | 1,135 | SH | SOLE | 0 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 223,734 | 438 | SH | SOLE | 0 | 0 | 0 | ||
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 224,930 | 1,549 | SH | SOLE | 0 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 231,579 | 236 | SH | SOLE | 0 | 0 | 0 | ||
| STRATEGY INC | CL A NEW | 594972408 | 232,112 | 1,235 | SH | SOLE | 0 | 0 | 0 | ||
| ALPS ETF TR | SECTR DIV DOGS | 00162Q858 | 234,185 | 4,344 | SH | SOLE | 0 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 236,035 | 1,158 | SH | SOLE | 0 | 0 | 0 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 240,639 | 1,500 | SH | SOLE | 0 | 0 | 0 | ||
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 260,560 | 3,356 | SH | SOLE | 0 | 0 | 0 | ||
| HESS MIDSTREAM LP | CL A SHS | 428103105 | 265,506 | 6,800 | SH | SOLE | 0 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 271,034 | 952 | SH | SOLE | 0 | 0 | 0 | ||
| PINNACLE WEST CAP CORP | COM | 723484101 | 283,808 | 2,800 | SH | SOLE | 0 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 284,295 | 352 | SH | SOLE | 0 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 289,625 | 500 | SH | SOLE | 0 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 313,670 | 4,216 | SH | SOLE | 0 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 315,968 | 15,500 | SH | SOLE | 0 | 0 | 0 | ||
| ALLIANT ENERGY CORP | COM | 018802108 | 321,317 | 4,400 | SH | SOLE | 0 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 337,717 | 3,770 | SH | SOLE | 0 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 346,328 | 2,600 | SH | SOLE | 0 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 380,732 | 1,700 | SH | SOLE | 0 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 405,155 | 1,011 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 409,463 | 4,144 | SH | SOLE | 0 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 441,514 | 3,448 | SH | SOLE | 0 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 468,781 | 4,884 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 470,046 | 647 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | 508,192 | 3,209 | SH | SOLE | 0 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 606,732 | 4,232 | SH | SOLE | 0 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 649,336 | 4,915 | SH | SOLE | 0 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 768,344 | 2,393 | SH | SOLE | 0 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 839,206 | 2,043 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | 910,244 | 15,311 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | MSCI EAFE SMCP | 46435G839 | 1,006,516 | 11,426 | SH | SOLE | 0 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 1,087,040 | 1,799 | SH | SOLE | 0 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,124,820 | 3,631 | SH | SOLE | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,172,504 | 2,518 | SH | SOLE | 0 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,388,092 | 4,953 | SH | SOLE | 0 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 1,407,551 | 1,563 | SH | SOLE | 0 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 1,563,923 | 3,263 | SH | SOLE | 0 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,699,718 | 6,154 | SH | SOLE | 0 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,845,915 | 4,747 | SH | SOLE | 0 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,823,588 | 7,155 | SH | SOLE | 0 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 2,923,563 | 21,253 | SH | SOLE | 0 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 4,103,118 | 20,226 | SH | SOLE | 0 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 4,554,587 | 23,101 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 5,952,130 | 21,128 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | 9,941,859 | 57,687 | SH | SOLE | 0 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 11,222,314 | 16,466 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 18,443,459 | 216,130 | SH | SOLE | 0 | 0 | 0 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 21,337,673 | 29,507 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 27,527,415 | 334,883 | SH | SOLE | 0 | 0 | 0 | ||