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 317,988 3,097 SH SOLE 0 0 3,097
ABBVIE INC COM 00287Y109 700,173 3,219 SH SOLE 0 0 3,219
ADVANCED MICRO DEVICES INC COM 007903107 671,929 3,303 SH SOLE 0 0 3,303
ALPHABET INC CAP STK CL A 02079K305 547,517 1,904 SH SOLE 0 0 1,904
ALPHABET INC CAP STK CL C 02079K107 532,835 1,857 SH SOLE 0 0 1,857
ALTRIA GROUP INC COM 02209S103 448,191 6,792 SH SOLE 0 0 6,792
AMAZON COM INC COM 023135106 1,418,735 6,812 SH SOLE 0 0 6,812
AMERICAN ELEC PWR CO INC COM 025537101 200,159 1,527 SH SOLE 0 0 1,527
APPLE INC COM 037833100 2,956,276 11,649 SH SOLE 0 0 11,649
AT&T INC COM 00206R102 235,773 8,133 SH SOLE 0 0 8,133
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216,119 451 SH SOLE 0 0 451
BROADCOM INC COM 11135F101 292,026 944 SH SOLE 0 0 944
CATALYST PHARMACEUTICALS INC COM 14888U101 548,360 22,147 SH SOLE 0 0 22,147
CATERPILLAR INC COM 149123101 1,215,717 1,716 SH SOLE 0 0 1,716
CHEVRON CORPORATION COM 166764100 299,859 1,449 SH SOLE 0 0 1,449
CISCO SYS INC COM 17275R102 231,581 2,985 SH SOLE 0 0 2,985
CONOCOPHILLIPS COM 20825C104 233,640 1,770 SH SOLE 0 0 1,770
CROWDSTRIKE HLDGS INC CL A 22788C105 213,554 547 SH SOLE 0 0 547
DUKE ENERGY CORP NEW COM NEW 26441C204 952,703 7,276 SH SOLE 0 0 7,276
ELI LILLY & CO COM 532457108 479,605 521 SH SOLE 0 0 521
EXXON MOBIL CORP COM 30231G102 1,345,501 7,931 SH SOLE 0 0 7,931
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 351,124 3,765 SH SOLE 0 0 3,765
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 461,039 2,216 SH SOLE 0 0 2,216
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 396,655 6,715 SH SOLE 0 0 6,715
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 227,575 1,433 SH SOLE 0 0 1,433
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 1,020,855 28,216 SH SOLE 0 0 28,216
GABELLI EQUITY TR INC COM 362397101 355,630 63,505 SH SOLE 0 0 63,505
GABELLI EQUITY TR INC RIGHT 04/14/2026 362397226 402 57,410 SH SOLE 0 0 57,410
GABELLI UTIL TR COM 36240A101 90,850 15,017 SH SOLE 0 0 15,017
GENERAL DYNAMICS CORP COM 369550108 391,957 1,142 SH SOLE 0 0 1,142
HOME DEPOT INC COM 437076102 798,887 2,429 SH SOLE 0 0 2,429
INTERNATIONAL BUSINESS MACHS COM 459200101 252,555 1,042 SH SOLE 0 0 1,042
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 753,628 43,512 SH SOLE 0 0 43,512
INVESCO QQQ TR UNIT SER 1 46090E103 6,516,401 11,290 SH SOLE 0 0 11,290
INVESCO VALUE MUN INCOME TR COM 46132P108 173,614 14,277 SH SOLE 0 0 14,277
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 397,532 10,347 SH SOLE 0 0 10,347
ISHARES ETHEREUM TR SHS 46438R105 370,216 23,387 SH SOLE 0 0 23,387
ISHARES TR CORE S&P500 ETF 464287200 284,146 435 SH SOLE 0 0 435
ISHARES TR CORE US AGGBD ET 464287226 617,956 6,225 SH SOLE 0 0 6,225
ISHARES TR FALN ANGLS USD 46435G474 439,544 16,450 SH SOLE 0 0 16,450
ISHARES TR JPMORGAN USD EMG 464288281 657,980 7,005 SH SOLE 0 0 7,005
ISHARES TR MBS ETF 464288588 1,388,074 14,619 SH SOLE 0 0 14,619
ISHARES TR RUS 1000 GRW ETF 464287614 304,876 715 SH SOLE 0 0 715
ISHARES TR TIPS BD ETF 464287176 921,396 8,349 SH SOLE 0 0 8,349
JOHNSON & JOHNSON COM 478160104 210,876 863 SH SOLE 0 0 863
JPMORGAN CHASE & CO COM 46625H100 375,350 1,276 SH SOLE 0 0 1,276
KLA CORP COM NEW 482480100 298,899 203 SH SOLE 0 0 203
LOCKHEED MARTIN CORP COM 539830109 220,164 364 SH SOLE 0 0 364
MASTERCARD INCORPORATED CL A 57636Q104 224,326 449 SH SOLE 0 0 449
MCDONALDS CORP COM 580135101 459,010 1,477 SH SOLE 0 0 1,477
MERCK & CO INC COM 58933Y105 230,235 1,914 SH SOLE 0 0 1,914
META PLATFORMS INC CL A 30303M102 370,173 647 SH SOLE 0 0 647
MICRON TECHNOLOGY INC COM 595112103 260,137 770 SH SOLE 0 0 770
MICROSOFT CORP COM 594918104 1,774,625 4,794 SH SOLE 0 0 4,794
N-ABLE INC COMMON STOCK 62878D100 48,026 10,284 SH SOLE 0 0 10,284
NEXTERA ENERGY INC COM 65339F101 390,375 4,203 SH SOLE 0 0 4,203
NVIDIA CORPORATION COM 67066G104 4,963,412 28,460 SH SOLE 0 0 28,460
ORACLE CORP COM 68389X105 312,757 2,126 SH SOLE 0 0 2,126
OREILLY AUTOMOTIVE INC COM 67103H107 313,208 3,393 SH SOLE 0 0 3,393
PALANTIR TECHNOLOGIES INC CL A 69608A108 214,593 1,467 SH SOLE 0 0 1,467
PEPSICO INC COM 713448108 252,096 1,623 SH SOLE 0 0 1,623
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 316,795 3,150 SH SOLE 0 0 3,150
PROCTER & GAMBLE CO COM 742718109 525,479 3,638 SH SOLE 0 0 3,638
ROYAL CARIBBEAN GROUP COM V7780T103 519,815 1,889 SH SOLE 0 0 1,889
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 205,856 6,710 SH SOLE 0 0 6,710
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 388,561 6,343 SH SOLE 0 0 6,343
SERVICENOW INC COM 81762P102 210,146 2,010 SH SOLE 0 0 2,010
SHOPIFY INC CL A SUB VTG SHS 82509L107 219,447 1,850 SH SOLE 0 0 1,850
SOUTHERN CO COM 842587107 583,560 6,046 SH SOLE 0 0 6,046
SPDR GOLD TR GOLD SHS 78463V107 2,946,626 6,848 SH SOLE 0 0 6,848
SPDR INDEX SHS FDS STATE STREET SPD 78463X509 3,672,584 78,290 SH SOLE 0 0 78,290
SPDR SERIES TRUST STATE STREET SPD 78464A789 367,565 6,683 SH SOLE 0 0 6,683
SPDR SERIES TRUST STATE STREET SPD 78464A474 1,657,909 55,135 SH SOLE 0 0 55,135
SPDR SERIES TRUST STATE STREET SPD 78464A847 3,724,074 62,885 SH SOLE 0 0 62,885
SPDR SERIES TRUST STATE STREET SPD 78468R853 2,363,718 48,918 SH SOLE 0 0 48,918
SPDR SERIES TRUST STATE STREET SPD 78468R606 838,284 35,947 SH SOLE 0 0 35,947
SPDR SERIES TRUST STATE STREET SPD 78464A672 2,700,517 94,226 SH SOLE 0 0 94,226
SPDR SERIES TRUST STATE STREET SPD 78468R663 1,348,666 14,717 SH SOLE 0 0 14,717
SPDR SERIES TRUST STATE STREET SPD 78464A375 862,515 25,716 SH SOLE 0 0 25,716
SPDR SERIES TRUST STATE STREET SPD 78468R101 3,265,505 111,909 SH SOLE 0 0 111,909
SPDR SERIES TRUST STATE STREET SPD 78464A409 267,588 2,733 SH SOLE 0 0 2,733
SPDR SERIES TRUST STATE STREET SPD 78464A664 912,268 34,687 SH SOLE 0 0 34,687
SSGA ACTIVE TR ST STR SHORT DUR 78470P580 308,897 12,346 SH SOLE 0 0 12,346
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 407,113 626 SH SOLE 0 0 626
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 392,372 6,039 SH SOLE 0 0 6,039
TESLA INC COM 88160R101 1,191,055 3,204 SH SOLE 0 0 3,204
TEXAS INSTRS INC COM 882508104 293,928 1,514 SH SOLE 0 0 1,514
TORTOISE CAPITAL SERIES TRUS NORTH AMRCN PIPE 890930308 281,881 6,654 SH SOLE 0 0 6,654
VANGUARD INDEX FDS GROWTH ETF 922908736 2,869,274 6,569 SH SOLE 0 0 6,569
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 432,590 4,877 SH SOLE 0 0 4,877
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 588,587 985 SH SOLE 0 0 985
VANGUARD INDEX FDS VALUE ETF 922908744 3,036,784 15,478 SH SOLE 0 0 15,478
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 6,797,260 82,461 SH SOLE 0 0 82,461
VANGUARD WORLD FD MEGA GRWTH IND 921910816 641,918 1,747 SH SOLE 0 0 1,747
VERIZON COMMUNICATIONS INC COM 92343V104 402,435 8,017 SH SOLE 0 0 8,017
WALMART INC COM 931142103 1,654,635 13,314 SH SOLE 0 0 13,314