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
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109 1,454,043 5,778 SH SOLE 0 0 5,778
ADVANCED MICRO DEVICES INC COM 007903107 1,903,642 3,277 SH SOLE 0 0 3,277
ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 4,032,319 84,473 SH SOLE 0 0 84,473
ALBEMARLE CORP COM 012653101 322,182 2,386 SH SOLE 0 0 2,386
ALPHABET INC CAP STK CL C 02079K107 746,077 2,112 SH SOLE 0 0 2,112
ALPHABET INC CAP STK CL A 02079K305 9,246,217 25,873 SH SOLE 0 0 25,873
ALPS ETF TR ALERIAN MLP 00162Q452 12,575,317 242,533 SH SOLE 0 0 242,533
ALTRIA GROUP INC COM 02209S103 241,248 3,353 SH SOLE 0 0 3,353
AMAZON COM INC COM 023135106 8,519,940 35,747 SH SOLE 0 0 35,747
AMERICAN ELEC PWR CO INC COM 025537101 348,438 2,547 SH SOLE 0 0 2,547
AMPHENOL CORP CL A 032095101 7,377,934 41,844 SH SOLE 0 0 41,844
ANALOG DEVICES INC COM 032654105 5,362,457 13,502 SH SOLE 0 0 13,502
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 4,397,517 196,669 SH SOLE 0 0 196,669
APPLE INC COM 037833100 7,830,630 27,062 SH SOLE 0 0 27,062
APPLIED DIGITAL CORP COM NEW 038169207 223,800 6,000 SH SOLE 0 0 6,000
APPLIED MATLS INC COM 038222105 13,977,949 19,333 SH SOLE 0 0 19,333
ARISTA NETWORKS INC COM SHS 040413205 3,268,661 19,241 SH SOLE 0 0 19,241
ARK ETF TR INNOVATION ETF 00214Q104 663,371 8,208 SH SOLE 0 0 8,208
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,036,296 5,743 SH SOLE 0 0 5,743
AST SPACEMOBILE INC COM CL A 00217D100 801,962 9,025 SH SOLE 0 0 9,025
AT&T INC COM 00206R102 682,251 32,959 SH SOLE 0 0 32,959
AUTODESK INC COM 052769106 2,361,620 12,147 SH SOLE 0 0 12,147
AUTOLIV INC COM 052800109 772,182 6,647 SH SOLE 0 0 6,647
AUTOZONE INC COM 053332102 2,262,726 708 SH SOLE 0 0 708
BAKER HUGHES COMPANY CL A 05722G100 868,353 15,646 SH SOLE 0 0 15,646
BANK OF AMER CORP COM 060505104 1,059,713 18,598 SH SOLE 0 0 18,598
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 879,686 1,758 SH SOLE 0 0 1,758
BIOMEA FUSION INC COM 09077A106 14,700 10,000 SH SOLE 0 0 10,000
BLACKROCK INC COM 09290D101 710,593 739 SH SOLE 0 0 739
BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 699,342 13,791 SH SOLE 0 0 13,791
BLACKSTONE INC COM 09260D107 2,312,333 19,651 SH SOLE 0 0 19,651
BLOOM ENERGY CORP COM CL A 093712107 1,446,603 4,779 SH SOLE 0 0 4,779
BLUE OWL CAPITAL CORPORATION COM 69121K104 116,092 10,680 SH SOLE 0 0 10,680
BOEING CO COM 097023105 373,411 1,725 SH SOLE 0 0 1,725
BROADCOM INC COM 11135F101 12,346,056 32,683 SH SOLE 0 0 32,683
BULLFROG AI HLDGS INC COM 12021E109 35,500 50,000 SH SOLE 0 0 50,000
CAPITAL ONE FINL CORP COM 14040H105 268,784 1,340 SH SOLE 0 0 1,340
CARDINAL HEALTH INC COM 14149Y108 5,195,912 21,872 SH SOLE 0 0 21,872
CASEYS GEN STORES INC COM 147528103 556,317 700 SH SOLE 0 0 700
CATERPILLAR INC COM 149123101 2,497,191 2,345 SH SOLE 0 0 2,345
CBOE GLOBAL MKTS INC COM 12503M108 581,040 2,394 SH SOLE 0 0 2,394
CENCORA INC COM 03073E105 289,206 1,022 SH SOLE 0 0 1,022
CF INDUSTRIES HOLD COM 125269100 295,983 2,734 SH SOLE 0 0 2,734
CHEVRON CORPORATION COM 166764100 315,607 1,904 SH SOLE 0 0 1,904
CISCO SYS INC COM 17275R102 2,446,838 20,831 SH SOLE 0 0 20,831
CITIGROUP INC COM NEW 172967424 252,348 1,803 SH SOLE 0 0 1,803
CITIZENS FINL GROUP INC COM 174610105 584,314 8,339 SH SOLE 0 0 8,339
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 487,533 12,588 SH SOLE 0 0 12,588
COHEN & STEERS ETF TRUST PFD IN OP AC ETF 19249U203 8,982,004 344,402 SH SOLE 0 0 344,402
CORNING INC COM 219350105 534,104 2,091 SH SOLE 0 0 2,091
COSTCO WHOLESALE CORPORATION COM 22160K105 1,405,322 1,502 SH SOLE 0 0 1,502
CROWDSTRIKE HLDGS INC CL A 22788C105 3,018,982 3,956 SH SOLE 0 0 3,956
CUMMINS INC COM 231021106 5,400,149 7,572 SH SOLE 0 0 7,572
DEERE & CO COM 244199105 444,031 700 SH SOLE 0 0 700
DELL TECHNOLOGIES INC CL C 24703L202 20,166,715 46,741 SH SOLE 0 0 46,741
DEVON ENERGY CORP NEW COM 25179M103 298,330 7,220 SH SOLE 0 0 7,220
DOLLAR GEN CORP COM 256677105 2,175,924 18,903 SH SOLE 0 0 18,903
DUKE ENERGY CORP NEW COM NEW 26441C204 864,415 6,829 SH SOLE 0 0 6,829
EBAY INC. COM 278642103 771,634 6,905 SH SOLE 0 0 6,905
ELI LILLY & CO COM 532457108 1,891,495 1,577 SH SOLE 0 0 1,577
EMCOR GROUP INC COM 29084Q100 7,972,657 9,607 SH SOLE 0 0 9,607
EMERSON ELEC CO COM 291011104 1,400,491 9,783 SH SOLE 0 0 9,783
ENERGY FUELS INC COM NEW 292671708 200,680 13,840 SH SOLE 0 0 13,840
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,766,740 144,704 SH SOLE 0 0 144,704
ENTERPRISE PRODS PARTNERS L COM 293792107 783,466 21,313 SH SOLE 0 0 21,313
EOG RES INC COM 26875P101 231,828 1,787 SH SOLE 0 0 1,787
ETF OPPORTUNITIES TRUST APPLIED FINA VAL 26923N405 10,104,863 218,501 SH SOLE 0 0 218,501
EXPEDIA GROUP INC COM NEW 30212P303 729,258 2,850 SH SOLE 0 0 2,850
EXXON MOBIL CORP COM 30231G102 212,792 1,556 SH SOLE 0 0 1,556
FIRST INDL RLTY TR INC COM 32054K103 477,728 7,792 SH SOLE 0 0 7,792
FORD MTR CO COM 345370860 150,707 10,842 SH SOLE 0 0 10,842
FREEPORT MCMORAN INC CL B 35671D857 293,837 4,672 SH SOLE 0 0 4,672
GE AEROSPACE COM NEW 369604301 1,588,353 4,250 SH SOLE 0 0 4,250
GE VERNOVA INC COM 36828A101 4,496,189 3,827 SH SOLE 0 0 3,827
GENERAL DYNAMICS CORP COM 369550108 776,140 2,191 SH SOLE 0 0 2,191
GENERAL MTRS CO COM 37045V100 293,212 3,804 SH SOLE 0 0 3,804
GILEAD SCIENCES INC COM 375558103 831,949 6,585 SH SOLE 0 0 6,585
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 13,197,269 301,997 SH SOLE 0 0 301,997
GLOBAL X FDS DEFENSE TECH ETF 37960A529 4,480,997 75,046 SH SOLE 0 0 75,046
GLOBAL X FDS US INFR DEV ETF 37954Y673 4,888,887 82,975 SH SOLE 0 0 82,975
GOLDMAN SACHS ETF TR VALUE OPPOR ETF 38149W416 3,395,402 72,045 SH SOLE 0 0 72,045
GOLDMAN SACHS GROUP INC COM 38141G104 262,514 260 SH SOLE 0 0 260
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 1,122,387 24,657 SH SOLE 0 0 24,657
HALLIBURTON CO COM 406216101 2,533,213 74,616 SH SOLE 0 0 74,616
HCA HEALTHCARE INC COM 40412C101 2,889,865 7,412 SH SOLE 0 0 7,412
HOME DEPOT INC COM 437076102 291,945 828 SH SOLE 0 0 828
HONEYWELL AEROSPACE INC COM 43849R105 323,661 1,464 SH SOLE 0 0 1,464
HONEYWELL INTL INC COM 438516205 330,029 1,474 SH SOLE 0 0 1,474
HOWMET AEROSPACE INC COM 443201108 4,103,341 15,262 SH SOLE 0 0 15,262
HUNTINGTON BANCSHARES INC COM 446150104 410,001 23,125 SH SOLE 0 0 23,125
IDEXX LABS INC COM 45168D104 2,081,017 3,953 SH SOLE 0 0 3,953
INTEL CORP COM 458140100 1,506,687 10,791 SH SOLE 0 0 10,791
INTERNATIONAL BUSINESS MACHS COM 459200101 279,048 992 SH SOLE 0 0 992
INVESCO QQQ TR UNIT SER 1 46090E103 11,396,940 15,477 SH SOLE 0 0 15,477
IONQ INC COM 46222L108 391,195 7,345 SH SOLE 0 0 7,345
ISHARES TR RUS 1000 GRW ETF 464287614 203,639 1,640 SH SOLE 0 0 1,640
ISHARES TR CORE HIGH DV ETF 46429B663 445,824 16,265 SH SOLE 0 0 16,265
ISHARES TR ISHARES SEMICDTR 464287523 224,266 350 SH SOLE 0 0 350
ISHARES TR 1 3 YR TREAS BD 464287457 298,880 3,640 SH SOLE 0 0 3,640
ISHARES TR MSCI USA QLT FCT 46432F339 397,827 1,813 SH SOLE 0 0 1,813
ISHARES TR RUSSELL 2000 ETF 464287655 1,072,350 3,569 SH SOLE 0 0 3,569
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 287,031 5,082 SH SOLE 0 0 5,082
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 7,994,999 163,614 SH SOLE 0 0 163,614
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 331,568 6,567 SH SOLE 0 0 6,567
JOHNSON & JOHNSON COM 478160104 1,030,346 4,057 SH SOLE 0 0 4,057
JPMORGAN CHASE & CO COM 46625H100 2,641,432 8,070 SH SOLE 0 0 8,070
KEURIG DR PEPPER INC COM 49271V100 259,189 7,919 SH SOLE 0 0 7,919
KINDER MORGAN INC DEL COM 49456B101 531,789 16,634 SH SOLE 0 0 16,634
KLA CORP COM NEW 482480100 20,229,354 67,049 SH SOLE 0 0 67,049
L3HARRIS TECHNOLOGIES INC COM 502431109 643,366 2,214 SH SOLE 0 0 2,214
LAM RESEARCH CORP COM NEW 512807306 13,502,131 31,159 SH SOLE 0 0 31,159
LOCKHEED MARTIN CORP COM 539830109 503,496 988 SH SOLE 0 0 988
LUMEN TECHNOLOGIES INC COM 550241103 76,800 10,000 SH SOLE 0 0 10,000
MASTERCARD INCORPORATED CL A 57636Q104 561,365 1,093 SH SOLE 0 0 1,093
MCDONALDS CORP COM 580135101 1,339,689 4,956 SH SOLE 0 0 4,956
META PLATFORMS INC CL A 30303M102 5,177,295 9,191 SH SOLE 0 0 9,191
MGIC INVT CORP WIS COM 552848103 410,463 14,555 SH SOLE 0 0 14,555
MICRON TECHNOLOGY INC COM 595112103 7,075,798 6,130 SH SOLE 0 0 6,130
MICROSOFT CORP COM 594918104 6,698,462 17,957 SH SOLE 0 0 17,957
MORGAN STANLEY COM NEW 617446448 896,411 4,288 SH SOLE 0 0 4,288
MPLX LP COM UNIT REP LTD 55336V100 1,644,273 29,190 SH SOLE 0 0 29,190
NASDAQ INC COM 631103108 2,271,359 28,817 SH SOLE 0 0 28,817
NATIONAL FUEL GAS CO COM 636180101 2,402,466 31,116 SH SOLE 0 0 31,116
NETFLIX INC. COM 64110L106 2,964,242 41,516 SH SOLE 0 0 41,516
NEWMONT CORP COM 651639106 4,555,407 48,773 SH SOLE 0 0 48,773
NEWSMAX INC COM SHS CLASS B 65250K105 109,089 13,175 SH SOLE 0 0 13,175
NORTHROP GRUMMAN CORP COM 666807102 1,762,722 3,461 SH SOLE 0 0 3,461
NRG ENERGY INC COM NEW 629377508 3,341,289 22,876 SH SOLE 0 0 22,876
NUVEEN S&P 500 DYNAMIC OVERW COM 6706EW100 2,348,603 125,998 SH SOLE 0 0 125,998
NVIDIA CORPORATION COM 67066G104 18,039,173 90,155 SH SOLE 0 0 90,155
ORACLE CORP COM 68389X105 793,485 5,414 SH SOLE 0 0 5,414
PACER FDS TR TRENDP US LAR CP 69374H105 422,968 7,260 SH SOLE 0 0 7,260
PACER FDS TR US LRG CP CASH 69374H360 2,459,730 61,269 SH SOLE 0 0 61,269
PALANTIR TECHNOLOGIES INC CL A 69608A108 10,872,244 93,188 SH SOLE 0 0 93,188
PALO ALTO NETWORKS INC COM 697435105 1,016,922 2,982 SH SOLE 0 0 2,982
PFIZER INC COM 717081103 515,023 21,388 SH SOLE 0 0 21,388
PHILIP MORRIS INTL INC COM 718172109 1,381,791 7,638 SH SOLE 0 0 7,638
PINNACLE WEST CAP CORP COM 723484101 3,059,451 28,593 SH SOLE 0 0 28,593
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1,414,556 63,547 SH SOLE 0 0 63,547
PNC FINL SVCS GROUP INC COM 693475105 1,031,919 4,191 SH SOLE 0 0 4,191
PROSHARES TR ULTRPRO S&P500 74347X864 319,028 2,250 SH SOLE 0 0 2,250
PULTE GROUP INC COM 745867101 233,257 1,700 SH SOLE 0 0 1,700
QUALCOMM INC COM 747525103 1,175,455 6,361 SH SOLE 0 0 6,361
QUANTA SVCS INC COM 74762E102 841,007 1,168 SH SOLE 0 0 1,168
QUANTUM COMPUTING INC COM 74766W108 274,006 28,248 SH SOLE 0 0 28,248
REDDIT INC CL A 75734B100 2,342,462 13,495 SH SOLE 0 0 13,495
RIGETTI COMPUTING INC COMMON STOCK 76655K103 1,011,711 52,366 SH SOLE 0 0 52,366
ROKU INC COM CL A 77543R102 1,932,164 13,987 SH SOLE 0 0 13,987
ROYAL CARIBBEAN GROUP COM V7780T103 447,429 1,409 SH SOLE 0 0 1,409
ROYCE SMALL CAP TRUST INC COM 780910105 303,832 16,450 SH SOLE 0 0 16,450
RTX CORPORATION COM 75513E101 386,670 2,038 SH SOLE 0 0 2,038
S&P GLOBAL INC COM 78409V104 1,687,278 4,143 SH SOLE 0 0 4,143
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 232,929 8,409 SH SOLE 0 0 8,409
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 323,857 11,004 SH SOLE 0 0 11,004
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 268,611 1,693 SH SOLE 0 0 1,693
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 772,594 17,040 SH SOLE 0 0 17,040
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 406,149 7,576 SH SOLE 0 0 7,576
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 782,782 15,400 SH SOLE 0 0 15,400
SIMON PPTY GROUP INC NEW COM 828806109 2,931,604 13,108 SH SOLE 0 0 13,108
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 869,507 5,089 SH SOLE 0 0 5,089
SPDR SERIES TRUST ST STR SP METAL 78464A755 8,870,378 82,955 SH SOLE 0 0 82,955
SSGA ACTIVE ETF TR ST STR BL LN ETF 78467V608 15,008,468 372,511 SH SOLE 0 0 372,511
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,190,252 4,272 SH SOLE 0 0 4,272
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 9,616,827 20,137 SH SOLE 0 0 20,137
TAPESTRY INC COM 876030107 4,562,982 31,172 SH SOLE 0 0 31,172
TERADYNE INC COM 880770102 6,885,044 14,230 SH SOLE 0 0 14,230
TESLA INC COM 88160R101 11,076,922 26,336 SH SOLE 0 0 26,336
TEXAS INSTRS INC COM 882508104 510,594 1,713 SH SOLE 0 0 1,713
TEXAS PACIFIC LAND CORPORATI COM 88262P102 547,050 1,250 SH SOLE 0 0 1,250
TRANSOCEAN LTD REGISTERED SHS H8817H100 1,007,340 206,000 SH SOLE 0 0 206,000
UBER TECHNOLOGIES INC COM 90353T100 570,136 7,901 SH SOLE 0 0 7,901
ULTA BEAUTY INC COM 90384S303 2,484,900 5,510 SH SOLE 0 0 5,510
UNITED RENTALS INC COM 911363109 490,541 433 SH SOLE 0 0 433
UWM HOLDINGS CORPORATION COM CL A 91823B109 30,881 13,485 SH SOLE 0 0 13,485
VALERO ENERGY CORP COM 91913Y100 998,006 3,832 SH SOLE 0 0 3,832
VANGUARD INDEX FDS TOTAL STK MKT 922908769 348,948 943 SH SOLE 0 0 943
VANGUARD INDEX FDS LARGE CAP ETF 922908637 3,965,626 11,531 SH SOLE 0 0 11,531
VANGUARD INDEX FDS MID CAP ETF 922908629 775,083 9,620 SH SOLE 0 0 9,620
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3,758,940 5,473 SH SOLE 0 0 5,473
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 252,848 1,600 SH SOLE 0 0 1,600
VENTAS INC COM 92276F100 412,476 4,645 SH SOLE 0 0 4,645
VISA INC COM CL A 92826C839 376,713 1,098 SH SOLE 0 0 1,098
WALMART INC COM 931142103 868,816 7,671 SH SOLE 0 0 7,671
WELLS FARGO & CO COM 949746101 424,207 5,133 SH SOLE 0 0 5,133
WELLTOWER INC COM 95040Q104 226,970 1,000 SH SOLE 0 0 1,000
WILLIAMS COS INC COM 969457100 596,504 8,024 SH SOLE 0 0 8,024
XPO INC COM 983793100 280,426 1,366 SH SOLE 0 0 1,366
ZIONS BANCORPORATION NATL AS COM 989701107 207,570 3,000 SH SOLE 0 0 3,000