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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OMB Number: 3235-0006
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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 LABORATORIES COM 002824100 1,059,760 10,322 SH SOLE 0 0 10,322
ABBVIE INC COM 00287Y109 4,994,300 22,963 SH SOLE 0 0 22,963
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 276,615 1,395 SH SOLE 0 0 1,395
AGNC INVT CORP COM 00123Q104 153,961 15,350 SH SOLE 0 0 15,350
AIR PRODUCTS AND CHEMICALS I COM 009158106 650,697 2,240 SH SOLE 0 0 2,240
ALPHABET INC CAP STK CL A 02079K305 1,792,414 6,233 SH SOLE 0 0 6,233
ALPHABET INC CAP STK CL C 02079K107 3,151,721 10,987 SH SOLE 0 0 10,987
AMAZON COM INC COM 023135106 3,665,760 17,601 SH SOLE 0 0 17,601
AMGEN INC COM 031162100 1,484,124 4,218 SH SOLE 0 0 4,218
AMPHENOL CORP CL A 032095101 334,069 2,644 SH SOLE 0 0 2,644
APPLE INC COM 037833100 10,889,705 42,908 SH SOLE 0 0 42,908
ASML HLDG NV N Y REGISTRY SHS N07059210 1,429,138 1,082 SH SOLE 0 0 1,082
ASTERA LABS INC COM 04626A103 254,820 2,325 SH SOLE 0 0 2,325
AT&T INC COM 00206R102 205,829 7,100 SH SOLE 0 0 7,100
AUTOMATIC DATA PROCESSING IN COM 053015103 972,623 4,787 SH SOLE 0 0 4,787
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,640,302 3,423 SH SOLE 0 0 3,423
BLACKROCK CR ALLOCATION COM 092508100 168,872 16,720 SH SOLE 0 0 16,720
BLACKROCK INC COM 09290D101 274,088 285 SH SOLE 0 0 285
BRISTOL-MYERS SQUIBB CO COM 110122108 410,601 6,770 SH SOLE 0 0 6,770
BROADCOM INC COM 11135F101 4,976,329 16,078 SH SOLE 0 0 16,078
CARRIER GLOBAL CORPORATION COM 14448C104 766,854 13,618 SH SOLE 0 0 13,618
CATERPILLAR INC COM 149123101 5,377,843 7,591 SH SOLE 0 0 7,591
CHEVRON CORPORATION COM 166764100 1,519,218 7,343 SH SOLE 0 0 7,343
CHUBB LTD SWITZ COM H1467J104 792,010 2,430 SH SOLE 0 0 2,430
CITIGROUP INC COM NEW 172967424 289,196 2,550 SH SOLE 0 0 2,550
COLGATE PALMOLIVE CO COM 194162103 340,920 4,000 SH SOLE 0 0 4,000
CONSOLIDATED EDISON INC COM 209115104 299,927 2,650 SH SOLE 0 0 2,650
CONSTELLATION ENERGY CORP COM 21037T109 303,266 1,086 SH SOLE 0 0 1,086
COSTCO WHOLESALE CORPORATION COM 22160K105 3,018,703 3,030 SH SOLE 0 0 3,030
CROWDSTRIKE HLDGS INC CL A 22788C105 854,998 2,190 SH SOLE 0 0 2,190
DEERE & CO COM 244199105 2,925,474 5,193 SH SOLE 0 0 5,193
DISNEY WALT CO COM 254687106 266,403 2,764 SH SOLE 0 0 2,764
EATON CORP PLC SHS G29183103 579,425 1,620 SH SOLE 0 0 1,620
ELI LILLY & CO COM 532457108 1,425,644 1,550 SH SOLE 0 0 1,550
EMERSON ELEC CO COM 291011104 753,366 5,750 SH SOLE 0 0 5,750
EVERSOURCE ENERGY COM 30040W108 521,540 7,528 SH SOLE 0 0 7,528
EXXON MOBIL CORP COM 30231G102 2,371,985 13,981 SH SOLE 0 0 13,981
FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 343,913 4,899 SH SOLE 0 0 4,899
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 325,152 4,621 SH SOLE 0 0 4,621
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 544,045 6,288 SH SOLE 0 0 6,288
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 557,206 2,678 SH SOLE 0 0 2,678
FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF 33738R308 258,559 11,266 SH SOLE 0 0 11,266
GABELLI EQUITY TR INC COM 362397101 750,176 133,960 SH SOLE 0 0 133,960
GABELLI EQUITY TR INC RIGHT 04/14/2026 362397226 916 130,770 SH SOLE 0 0 130,770
GABELLI UTIL TR COM 36240A101 127,050 21,000 SH SOLE 0 0 21,000
GE AEROSPACE COM NEW 369604301 2,013,925 7,097 SH SOLE 0 0 7,097
GE VERNOVA INC COM 36828A101 862,426 988 SH SOLE 0 0 988
GENERAL DYNAMICS CORP COM 369550108 451,946 1,317 SH SOLE 0 0 1,317
GENERAL MILLS INC COM 370334104 257,004 6,905 SH SOLE 0 0 6,905
HCA HEALTHCARE INC COM 40412C101 220,057 465 SH SOLE 0 0 465
HERSHEY CO COM 427866108 353,414 1,700 SH SOLE 0 0 1,700
HOME DEPOT INC COM 437076102 4,490,383 13,653 SH SOLE 0 0 13,653
HONEYWELL INTL INC COM 438516106 1,030,696 4,560 SH SOLE 0 0 4,560
HOWMET AEROSPACE INC COM 443201108 591,130 2,565 SH SOLE 0 0 2,565
IDEXX LABS INC COM 45168D104 238,803 425 SH SOLE 0 0 425
ILLINOIS TOOL WKS INC COM 452308109 1,497,188 5,752 SH SOLE 0 0 5,752
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 600,833 3,626 SH SOLE 0 0 3,626
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 422,680 9,043 SH SOLE 0 0 9,043
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 46137V647 1,040,030 11,020 SH SOLE 0 0 11,020
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 585,212 10,728 SH SOLE 0 0 10,728
JOHNSON & JOHNSON COM 478160104 2,681,996 10,972 SH SOLE 0 0 10,972
JPMORGAN CHASE & CO COM 46625H100 5,445,960 18,514 SH SOLE 0 0 18,514
KINDER MORGAN INC DEL COM 49456B101 368,562 10,992 SH SOLE 0 0 10,992
KLA CORP COM NEW 482480100 1,604,927 1,090 SH SOLE 0 0 1,090
LAM RESEARCH CORP COM NEW 512807306 1,457,274 6,821 SH SOLE 0 0 6,821
LOCKHEED MARTIN CORP COM 539830109 1,402,789 2,321 SH SOLE 0 0 2,321
LOWES COS INC COM 548661107 378,048 1,600 SH SOLE 0 0 1,600
MARATHON PETE CORP COM 56585A102 1,432,848 5,868 SH SOLE 0 0 5,868
MASTERCARD INCORPORATED CL A 57636Q104 978,478 1,958 SH SOLE 0 0 1,958
MCDONALDS CORP COM 580135101 2,111,818 6,795 SH SOLE 0 0 6,795
MERCK & CO INC COM 58933Y105 317,087 2,636 SH SOLE 0 0 2,636
META PLATFORMS INC CL A 30303M102 1,705,527 2,981 SH SOLE 0 0 2,981
MFS CHARTER INCOME TR SH BEN INT 552727109 119,079 19,650 SH SOLE 0 0 19,650
MICRON TECHNOLOGY INC COM 595112103 329,394 975 SH SOLE 0 0 975
MICROSOFT CORP COM 594918104 9,333,820 25,215 SH SOLE 0 0 25,215
NETFLIX INC. COM 64110L106 1,154,281 12,005 SH SOLE 0 0 12,005
NEXTERA ENERGY INC COM 65339F101 1,305,614 14,057 SH SOLE 0 0 14,057
NIKE INC CL B 654106103 472,264 8,941 SH SOLE 0 0 8,941
NOVARTIS AG SPONSORED ADR 66987V109 728,159 4,767 SH SOLE 0 0 4,767
NUVEEN PFD & INCOME OPPORTUN COM 67073B106 153,107 20,306 SH SOLE 0 0 20,306
NVIDIA CORPORATION COM 67066G104 5,230,510 29,991 SH SOLE 0 0 29,991
ONEOK INC NEW COM 682680103 251,711 2,785 SH SOLE 0 0 2,785
PALO ALTO NETWORKS INC COM 697435105 717,752 4,477 SH SOLE 0 0 4,477
PEPSICO INC COM 713448108 1,057,059 6,807 SH SOLE 0 0 6,807
PHILLIPS 66 COM 718546104 920,671 5,054 SH SOLE 0 0 5,054
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 257,334 2,559 SH SOLE 0 0 2,559
PNC FINL SVCS GROUP INC COM 693475105 2,153,745 10,350 SH SOLE 0 0 10,350
PROCTER & GAMBLE CO COM 742718109 967,459 6,698 SH SOLE 0 0 6,698
PUTNAM PREMIER INCOME TR SH BEN INT 746853100 248,092 69,885 SH SOLE 0 0 69,885
ROCKWELL AUTOMATION INC COM 773903109 466,544 1,300 SH SOLE 0 0 1,300
RTX CORPORATION COM 75513E101 3,849,860 19,958 SH SOLE 0 0 19,958
SALESFORCE INC COM 79466L302 281,990 1,511 SH SOLE 0 0 1,511
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 470,114 18,335 SH SOLE 0 0 18,335
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 211,047 7,578 SH SOLE 0 0 7,578
SHERWIN WILLIAMS CO COM 824348106 420,230 1,311 SH SOLE 0 0 1,311
SOUTHERN CO COM 842587107 815,724 8,451 SH SOLE 0 0 8,451
SOUTHERN COPPER CORP COM 84265V105 580,358 3,373 SH SOLE 0 0 3,373
STARBUCKS CORP COM 855244109 227,146 2,535 SH SOLE 0 0 2,535
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,285,224 3,803 SH SOLE 0 0 3,803
TARGA RES CORP COM 87612G101 917,672 3,660 SH SOLE 0 0 3,660
TEXAS INSTRS INC COM 882508104 362,459 1,867 SH SOLE 0 0 1,867
THERMO FISHER SCIENTIFIC INC COM 883556102 1,513,936 3,080 SH SOLE 0 0 3,080
TJX COS INC NEW COM 872540109 2,067,578 12,947 SH SOLE 0 0 12,947
TRAVELERS COMPANIES INC COM 89417E109 524,732 1,799 SH SOLE 0 0 1,799
UNION PAC CORP COM 907818108 3,306,023 13,626 SH SOLE 0 0 13,626
VANGUARD INDEX FDS MID CAP ETF 922908629 314,463 1,095 SH SOLE 0 0 1,095
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 211,016 981 SH SOLE 0 0 981
VERIZON COMMUNICATIONS INC COM 92343V104 518,625 10,331 SH SOLE 0 0 10,331
VISA INC COM CL A 92826C839 2,315,170 7,660 SH SOLE 0 0 7,660
VISTRA CORP COM 92840M102 629,131 4,185 SH SOLE 0 0 4,185
VULCAN MATLS CO COM 929160109 438,404 1,610 SH SOLE 0 0 1,610
WALMART INC COM 931142103 3,389,867 27,276 SH SOLE 0 0 27,276