The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| 3M CO | COM | 88579Y101 | 276,892 | 1,717 | SH | SOLE | 1,717 | 0 | 0 | ||
| ABBOTT LABORATORIES | COM | 002824100 | 315,135 | 3,462 | SH | SOLE | 3,462 | 0 | 0 | ||
| ABBVIE INC | COM | 00287Y109 | 825,992 | 3,285 | SH | SOLE | 3,285 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 669,706 | 6,945 | SH | SOLE | 6,945 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 293,438 | 822 | SH | SOLE | 822 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 689,605 | 9,493 | SH | SOLE | 9,493 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 509,574 | 2,135 | SH | SOLE | 2,135 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 1,442,289 | 14,939 | SH | SOLE | 14,939 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | 025072190 | 234,222 | 3,109 | SH | SOLE | 3,109 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 1,213,807 | 13,599 | SH | SOLE | 13,599 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 1,380,245 | 13,371 | SH | SOLE | 13,371 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 2,085,488 | 16,251 | SH | SOLE | 16,251 | 0 | 0 | ||
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 2,302,167 | 18,426 | SH | SOLE | 18,426 | 0 | 0 | ||
| ANGEL STUDIOS INC. | CL A COM | 034948109 | 111,186 | 30,216 | SH | SOLE | 30,216 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,121,957 | 3,901 | SH | SOLE | 3,901 | 0 | 0 | ||
| ARHAUS INC | COM CL A | 04035M102 | 672,433 | 79,814 | SH | SOLE | 79,814 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 304,126 | 14,661 | SH | SOLE | 14,661 | 0 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 6,101,666 | 106,869 | SH | SOLE | 106,869 | 0 | 0 | ||
| BARRICK MNG CORP | COM SHS | 06849F108 | 231,242 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,011,145 | 10,026 | SH | SOLE | 10,026 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | 281,616 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 1,504,372 | 40,630 | SH | SOLE | 40,630 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 1,365,942 | 1,275 | SH | SOLE | 1,275 | 0 | 0 | ||
| CHEVRON CORPORATION | COM | 166764100 | 849,095 | 5,097 | SH | SOLE | 5,097 | 0 | 0 | ||
| CLOROX CO DEL | COM | 189054109 | 719,985 | 7,658 | SH | SOLE | 7,658 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 902,030 | 11,075 | SH | SOLE | 11,075 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 371,285 | 4,052 | SH | SOLE | 4,052 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 1,242,053 | 11,910 | SH | SOLE | 11,910 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 253,393 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 365,476 | 2,048 | SH | SOLE | 2,048 | 0 | 0 | ||
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 1,160,218 | 21,463 | SH | SOLE | 21,463 | 0 | 0 | ||
| DOMINION ENERGY INC | COM | 25746U109 | 619,099 | 8,977 | SH | SOLE | 8,977 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 2,786,931 | 21,849 | SH | SOLE | 21,849 | 0 | 0 | ||
| EASTGROUP PPTYS INC | COM | 277276101 | 1,577,832 | 7,755 | SH | SOLE | 7,755 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 1,339,139 | 1,106 | SH | SOLE | 1,106 | 0 | 0 | ||
| ENBRIDGE INC | COM | 29250N105 | 543,056 | 9,948 | SH | SOLE | 9,948 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 227,119 | 11,860 | SH | SOLE | 11,860 | 0 | 0 | ||
| EXPAND ENERGY CORPORATION | COM | 165167735 | 296,201 | 3,247 | SH | SOLE | 3,247 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 1,900,335 | 13,896 | SH | SOLE | 13,896 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 278,428 | 890 | SH | SOLE | 890 | 0 | 0 | ||
| FIRST BANCORP N C | COM | 318910106 | 398,925 | 6,215 | SH | SOLE | 6,215 | 0 | 0 | ||
| FREEPORT MCMORAN INC | CL B | 35671D857 | 242,843 | 3,870 | SH | SOLE | 3,870 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 228,253 | 6,701 | SH | SOLE | 6,701 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 271,686 | 770 | SH | SOLE | 770 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 213,976 | 1,526 | SH | SOLE | 1,526 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 46137V258 | 1,522,562 | 13,337 | SH | SOLE | 13,337 | 0 | 0 | ||
| INVESCO QUALITY MUN INCOME T | COM | 46133G107 | 328,575 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 295,438 | 3,562 | SH | SOLE | 3,562 | 0 | 0 | ||
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | 201,287 | 1,713 | SH | SOLE | 1,713 | 0 | 0 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 310,021 | 3,207 | SH | SOLE | 3,207 | 0 | 0 | ||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,829,660 | 12,323 | SH | SOLE | 12,323 | 0 | 0 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 362,953 | 2,206 | SH | SOLE | 2,206 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,317,706 | 1,754 | SH | SOLE | 1,754 | 0 | 0 | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 294,285 | 2,971 | SH | SOLE | 2,971 | 0 | 0 | ||
| ISHARES TR | EAFE VALUE ETF | 464288877 | 1,015,292 | 13,258 | SH | SOLE | 13,258 | 0 | 0 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 626,190 | 6,030 | SH | SOLE | 6,030 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 568,026 | 8,301 | SH | SOLE | 8,301 | 0 | 0 | ||
| ISHARES TR | SP SMCP600VL ETF | 464287879 | 355,267 | 2,593 | SH | SOLE | 2,593 | 0 | 0 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 524,594 | 4,787 | SH | SOLE | 4,787 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 1,184,427 | 4,632 | SH | SOLE | 4,632 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,299,533 | 3,960 | SH | SOLE | 3,960 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 361,042 | 3,928 | SH | SOLE | 3,928 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 93,824,296 | 426,370 | SH | SOLE | 426,370 | 0 | 0 | ||
| MARKEL GROUP INC | COM | 570535104 | 203,349 | 104 | SH | SOLE | 104 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 405,909 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| MATERION CORP | COM | 576690101 | 326,689 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,220,883 | 3,289 | SH | SOLE | 3,289 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 425,007 | 1,345 | SH | SOLE | 1,345 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 314,003 | 6,520 | SH | SOLE | 6,520 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 1,016,240 | 20,803 | SH | SOLE | 20,803 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 463,939 | 3,411 | SH | SOLE | 3,411 | 0 | 0 | ||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 212,753 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 228,704 | 9,476 | SH | SOLE | 9,476 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 523,095 | 2,864 | SH | SOLE | 2,864 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 267,023 | 1,571 | SH | SOLE | 1,571 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 265,318 | 1,808 | SH | SOLE | 1,808 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 571,522 | 1,150 | SH | SOLE | 1,150 | 0 | 0 | ||
| RPM INTL INC | COM | 749685103 | 369,707 | 3,325 | SH | SOLE | 3,325 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 487,872 | 13,458 | SH | SOLE | 13,458 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | 1,369,268 | 28,209 | SH | SOLE | 28,209 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,530,895 | 55,257 | SH | SOLE | 55,257 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 550,341 | 11,432 | SH | SOLE | 11,432 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | 461,671 | 18,706 | SH | SOLE | 18,706 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 362,955 | 15,029 | SH | SOLE | 15,029 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 462,897 | 19,991 | SH | SOLE | 19,991 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 537,112 | 18,521 | SH | SOLE | 18,521 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 478,794 | 15,066 | SH | SOLE | 15,066 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 234,732 | 6,933 | SH | SOLE | 6,933 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 358,950 | 10,276 | SH | SOLE | 10,276 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,751,765 | 59,463 | SH | SOLE | 59,463 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 490,363 | 20,582 | SH | SOLE | 20,582 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 577,728 | 15,968 | SH | SOLE | 15,968 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 270,633 | 10,195 | SH | SOLE | 10,195 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 2,714,341 | 50,872 | SH | SOLE | 50,872 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 371,746 | 4,789 | SH | SOLE | 4,789 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 272,100 | 2,824 | SH | SOLE | 2,824 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 1,219,787 | 3,304 | SH | SOLE | 3,304 | 0 | 0 | ||
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | 78463X756 | 235,934 | 3,174 | SH | SOLE | 3,174 | 0 | 0 | ||
| SPDR INDEX SHS FDS | ST S&P INTL ETF | 78463X772 | 223,825 | 4,866 | SH | SOLE | 4,866 | 0 | 0 | ||
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | 1,399,795 | 49,289 | SH | SOLE | 49,289 | 0 | 0 | ||
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | 204,251 | 4,257 | SH | SOLE | 4,257 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | 434,470 | 2,846 | SH | SOLE | 2,846 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | 1,313,585 | 12,029 | SH | SOLE | 12,029 | 0 | 0 | ||
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | 781,337 | 19,364 | SH | SOLE | 19,364 | 0 | 0 | ||
| TERAWULF INC | COM | 88080T104 | 346,812 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | 213,713 | 1,762 | SH | SOLE | 1,762 | 0 | 0 | ||
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | 54,230 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| TRUIST FINL CORP | COM | 89832Q109 | 2,746,882 | 54,990 | SH | SOLE | 54,990 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 260,450 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 | 216,693 | 4,610 | SH | SOLE | 4,610 | 0 | 0 | ||
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | 363,751 | 1,656 | SH | SOLE | 1,656 | 0 | 0 | ||
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 781,561 | 6,652 | SH | SOLE | 6,652 | 0 | 0 | ||
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 302,142 | 2,195 | SH | SOLE | 2,195 | 0 | 0 | ||
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 882,649 | 12,015 | SH | SOLE | 12,015 | 0 | 0 | ||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 285,594 | 5,892 | SH | SOLE | 5,892 | 0 | 0 | ||
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 247,813 | 1,006 | SH | SOLE | 1,006 | 0 | 0 | ||
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 555,464 | 6,886 | SH | SOLE | 6,886 | 0 | 0 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 2,661,530 | 27,441 | SH | SOLE | 27,441 | 0 | 0 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 6,396,574 | 9,308 | SH | SOLE | 9,308 | 0 | 0 | ||
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 560,204 | 2,301 | SH | SOLE | 2,301 | 0 | 0 | ||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 491,785 | 1,621 | SH | SOLE | 1,621 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 5,175,312 | 13,969 | SH | SOLE | 13,969 | 0 | 0 | ||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 271,352 | 1,242 | SH | SOLE | 1,242 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,240,450 | 54,274 | SH | SOLE | 54,274 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 438,292 | 2,836 | SH | SOLE | 2,836 | 0 | 0 | ||
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 609,925 | 12,137 | SH | SOLE | 12,137 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 1,133,301 | 19,468 | SH | SOLE | 19,468 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | 330,651 | 3,105 | SH | SOLE | 3,105 | 0 | 0 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 2,402,097 | 28,077 | SH | SOLE | 28,077 | 0 | 0 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,699,968 | 23,854 | SH | SOLE | 23,854 | 0 | 0 | ||
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 221,714 | 1,399 | SH | SOLE | 1,399 | 0 | 0 | ||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 222,168 | 2,262 | SH | SOLE | 2,262 | 0 | 0 | ||
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 274,547 | 915 | SH | SOLE | 915 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 391,791 | 9,182 | SH | SOLE | 9,182 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 368,534 | 1,072 | SH | SOLE | 1,072 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 607,720 | 5,348 | SH | SOLE | 5,348 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 210,655 | 2,593 | SH | SOLE | 2,593 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 885,009 | 3,973 | SH | SOLE | 3,973 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 1,003,073 | 12,093 | SH | SOLE | 12,093 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 209,489 | 2,798 | SH | SOLE | 2,798 | 0 | 0 | ||
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 432,436 | 5,159 | SH | SOLE | 5,159 | 0 | 0 | ||