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
3M CO COM 88579Y101 763,747 4,717 SH SOLE 0 0 4,717
ABBVIE INC COM 00287Y109 11,195,856 44,492 SH SOLE 0 0 44,492
ADVANCED MICRO DEVICES INC COM 007903107 1,441,819 2,482 SH SOLE 0 0 2,482
AIR PRODUCTS AND CHEMICALS I COM 009158106 2,228,870 7,602 SH SOLE 0 0 7,602
ALPHABET INC CAP STK CL A 02079K305 26,525,077 74,223 SH SOLE 0 0 74,223
ALPHABET INC CAP STK CL C 02079K107 2,203,922 6,238 SH SOLE 0 0 6,238
ALTRIA GROUP INC COM 02209S103 348,133 4,839 SH SOLE 0 0 4,839
AMAZON COM INC COM 023135106 21,260,881 89,204 SH SOLE 0 0 89,204
AMERICAN CENTY ETF TR US SML CP VALU 025072877 1,127,581 9,038 SH SOLE 0 0 9,038
AMERICAN ELEC PWR CO INC COM 025537101 868,333 6,347 SH SOLE 0 0 6,347
AMERICAN EXPRESS CO COM 025816109 1,746,032 5,162 SH SOLE 0 0 5,162
AMGEN INC COM 031162100 233,685 645 SH SOLE 0 0 645
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 1,080,093 10,293 SH SOLE 0 0 10,293
ANALOG DEVICES INC COM 032654105 367,743 926 SH SOLE 0 0 926
APPLE INC COM 037833100 48,358,505 167,122 SH SOLE 0 0 167,122
APPLIED MATLS INC COM 038222105 688,756 953 SH SOLE 0 0 953
ARISTA NETWORKS INC COM SHS 040413205 1,674,847 9,859 SH SOLE 0 0 9,859
ASTRAZENECA PLC ORD G0593M107 326,905 1,724 SH SOLE 0 0 1,724
AT&T INC COM 00206R102 1,033,335 49,920 SH SOLE 0 0 49,920
AXON ENTERPRISE INC COM 05464C101 2,185,818 3,899 SH SOLE 0 0 3,899
BANK OF AMER CORP COM 060505104 1,737,164 30,487 SH SOLE 0 0 30,487
BANK OF NY MELLON CORP COM 064058100 625,990 4,329 SH SOLE 0 0 4,329
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,912,888 13,815 SH SOLE 0 0 13,815
BLACKROCK INC COM 09290D101 832,716 866 SH SOLE 0 0 866
BLACKROCK RES & COMMODITIES SHS 09257A108 113,100 10,000 SH SOLE 0 0 10,000
BLACKSTONE INC COM 09260D107 351,141 2,984 SH SOLE 0 0 2,984
BROADCOM INC COM 11135F101 4,919,166 13,022 SH SOLE 0 0 13,022
CARRIER GLOBAL CORPORATION COM 14448C104 244,298 3,331 SH SOLE 0 0 3,331
CATERPILLAR INC COM 149123101 2,525,378 2,371 SH SOLE 0 0 2,371
CHENIERE ENERGY INC COM NEW 16411R208 2,768,754 11,584 SH SOLE 0 0 11,584
CHEVRON CORPORATION COM 166764100 3,436,917 20,734 SH SOLE 0 0 20,734
CHUBB LIMITED COM H1467J104 438,186 1,286 SH SOLE 0 0 1,286
CISCO SYS INC COM 17275R102 776,008 6,607 SH SOLE 0 0 6,607
CITIZENS FINL GROUP INC COM 174610105 1,490,389 21,270 SH SOLE 0 0 21,270
COCA COLA CO COM 191216100 871,061 10,718 SH SOLE 0 0 10,718
COHEN & STEERS QUALITY INCOM RIGHT 07/15/2026 19247L122 403 27,023 SH SOLE 0 0 27,023
COHEN & STEERS QUALITY INCOM COM 19247L106 332,653 27,023 SH SOLE 0 0 27,023
COHEN & STEERS TOTAL RETURN COM 19247R103 125,663 11,101 SH SOLE 0 0 11,101
CONSOLIDATED EDISON INC COM 209115104 434,776 3,930 SH SOLE 0 0 3,930
CONSTELLATION ENERGY CORP COM 21037T109 2,916,735 11,744 SH SOLE 0 0 11,744
CORNING INC COM 219350105 948,074 3,712 SH SOLE 0 0 3,712
CORTEVA INC COM 22052L104 471,837 5,571 SH SOLE 0 0 5,571
COSTCO WHOLESALE CORPORATION COM 22160K105 4,024,834 4,302 SH SOLE 0 0 4,302
CROWDSTRIKE HLDGS INC CL A 22788C105 1,792,281 9,394 SH SOLE 0 0 9,394
DANAHER CORP DEL COM 235851102 2,495,543 13,101 SH SOLE 0 0 13,101
DBX ETF TR XTRACK MSCI EAFE 233051200 2,756,684 50,461 SH SOLE 0 0 50,461
DELTA AIR LINES INC COM NEW 247361702 237,334 2,534 SH SOLE 0 0 2,534
DTE ENERGY CO COM 233331107 337,347 2,214 SH SOLE 0 0 2,214
DUKE ENERGY CORP NEW COM NEW 26441C204 1,199,282 9,475 SH SOLE 0 0 9,475
EATON CORP PLC SHS G29183103 6,506,426 15,269 SH SOLE 0 0 15,269
ELI LILLY & CO COM 532457108 2,419,473 2,017 SH SOLE 0 0 2,017
EMERSON ELEC CO COM 291011104 675,834 4,721 SH SOLE 0 0 4,721
ENBRIDGE INC COM 29250N105 1,074,496 19,821 SH SOLE 0 0 19,821
ENTERPRISE PRODS PARTNERS L COM 293792107 398,087 10,829 SH SOLE 0 0 10,829
EXELON CORP COM 30161N101 394,270 8,457 SH SOLE 0 0 8,457
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 496,590 16,799 SH SOLE 0 0 16,799
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 768,107 8,549 SH SOLE 0 0 8,549
GE AEROSPACE COM NEW 369604301 935,869 2,504 SH SOLE 0 0 2,504
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 611,299 9,550 SH SOLE 0 0 9,550
GE VERNOVA INC COM 36828A101 1,169,413 995 SH SOLE 0 0 995
GLOBAL X FDS DEFENSE TECH ETF 37960A529 256,984 4,304 SH SOLE 0 0 4,304
GLOBAL X FDS US INFR DEV ETF 37954Y673 443,432 7,526 SH SOLE 0 0 7,526
GOLDMAN SACHS GROUP INC COM 38141G104 9,745,881 9,636 SH SOLE 0 0 9,636
HARTFORD INSURANCE GROUP INC COM 416515104 240,642 1,816 SH SOLE 0 0 1,816
HEICO CORP NEW CL A 422806208 820,126 3,180 SH SOLE 0 0 3,180
HOME DEPOT INC COM 437076102 9,975,828 28,286 SH SOLE 0 0 28,286
HONEYWELL AEROSPACE INC COM 43849R105 601,559 2,721 SH SOLE 0 0 2,721
HONEYWELL INTL INC COM 438516205 622,034 2,778 SH SOLE 0 0 2,778
ILLINOIS TOOL WKS INC COM 452308109 374,498 1,385 SH SOLE 0 0 1,385
INGERSOLL RAND INC COM 45687V106 353,338 4,310 SH SOLE 0 0 4,310
INTEL CORP COM 458140100 1,205,984 8,637 SH SOLE 0 0 8,637
INTERNATIONAL BUSINESS MACHS COM 459200101 2,133,660 7,587 SH SOLE 0 0 7,587
INTERNATIONAL PAPER CO COM 460146103 749,046 19,660 SH SOLE 0 0 19,660
INTUITIVE SURGICAL INC COM NEW 46120E602 1,665,484 4,188 SH SOLE 0 0 4,188
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7,054,547 23,285 SH SOLE 0 0 23,285
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 231,917 2,574 SH SOLE 0 0 2,574
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 247,358 3,835 SH SOLE 0 0 3,835
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 292,509 2,986 SH SOLE 0 0 2,986
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 237,555 1,345 SH SOLE 0 0 1,345
INVESCO QQQ TR UNIT SER 1 46090E103 8,491,946 11,532 SH SOLE 0 0 11,532
ISHARES TR RUS MID CAP ETF 464287499 1,715,917 15,554 SH SOLE 0 0 15,554
ISHARES TR RUS 1000 ETF 464287622 986,656 2,409 SH SOLE 0 0 2,409
ISHARES TR RUS 1000 GRW ETF 464287614 265,227 2,136 SH SOLE 0 0 2,136
ISHARES TR CORE S&P MCP ETF 464287507 213,363 2,767 SH SOLE 0 0 2,767
ISHARES TR 0-3 MTH TREASURY 46436E718 3,711,191 36,865 SH SOLE 0 0 36,865
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1,252,350 22,173 SH SOLE 0 0 22,173
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 858,712 13,972 SH SOLE 0 0 13,972
JACKSON FINANCIAL INC COM CL A 46817M107 1,218,441 11,900 SH SOLE 0 0 11,900
JACOBS SOLUTIONS INC COM 46982L108 2,135,375 16,947 SH SOLE 0 0 16,947
JOHNSON & JOHNSON COM 478160104 220,234 867 SH SOLE 0 0 867
JPMORGAN CHASE & CO COM 46625H100 12,477,462 38,119 SH SOLE 0 0 38,119
LABCORP HOLDINGS INC COM SHS 504922105 1,146,320 4,094 SH SOLE 0 0 4,094
LOCKHEED MARTIN CORP COM 539830109 1,028,489 2,019 SH SOLE 0 0 2,019
LOWES COS INC COM 548661107 891,313 4,042 SH SOLE 0 0 4,042
MARVELL TECHNOLOGY INC COM 573874104 275,846 926 SH SOLE 0 0 926
MASTERCARD INCORPORATED CL A 57636Q104 2,854,085 5,557 SH SOLE 0 0 5,557
MCDONALDS CORP COM 580135101 588,371 2,177 SH SOLE 0 0 2,177
MCKESSON CORP COM 58155Q103 605,991 802 SH SOLE 0 0 802
MEDTRONIC PLC SHS G5960L103 413,367 5,284 SH SOLE 0 0 5,284
MERCK & CO INC COM 58933Y105 1,074,568 8,362 SH SOLE 0 0 8,362
META PLATFORMS INC CL A 30303M102 7,648,047 13,577 SH SOLE 0 0 13,577
METLIFE INC COM 59156R108 2,748,007 32,479 SH SOLE 0 0 32,479
MICRON TECHNOLOGY INC COM 595112103 452,482 392 SH SOLE 0 0 392
MICROSOFT CORP COM 594918104 22,021,976 59,037 SH SOLE 0 0 59,037
MORGAN STANLEY COM NEW 617446448 812,623 3,887 SH SOLE 0 0 3,887
NUCOR CORP COM 670346105 1,117,982 5,019 SH SOLE 0 0 5,019
NUVEEN QUALITY MUNCP INCOME COM 67066V101 128,339 10,589 SH SOLE 0 0 10,589
NVIDIA CORPORATION COM 67066G104 16,966,427 84,794 SH SOLE 0 0 84,794
ORACLE CORP COM 68389X105 701,865 4,789 SH SOLE 0 0 4,789
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,386,506 11,884 SH SOLE 0 0 11,884
PALO ALTO NETWORKS INC COM 697435105 2,130,352 6,247 SH SOLE 0 0 6,247
PARKER-HANNIFIN CORP COM 701094104 5,513,582 5,637 SH SOLE 0 0 5,637
PFIZER INC COM 717081103 438,641 18,216 SH SOLE 0 0 18,216
PHILIP MORRIS INTL INC COM 718172109 570,417 3,153 SH SOLE 0 0 3,153
PHILLIPS 66 COM 718546104 1,187,263 7,023 SH SOLE 0 0 7,023
PIMCO ETF TR ACTIVE BD ETF 72201R775 2,412,729 26,166 SH SOLE 0 0 26,166
PRICE T ROWE GROUP INC COM 74144T108 329,701 2,900 SH SOLE 0 0 2,900
PROCTER & GAMBLE CO COM 742718109 1,696,397 11,568 SH SOLE 0 0 11,568
PROSHARES TR S&P 500 DV ARIST 74348A467 293,829 5,232 SH SOLE 0 0 5,232
PRUDENTIAL FINL INC COM 744320102 681,578 6,315 SH SOLE 0 0 6,315
QUALCOMM INC COM 747525103 409,812 2,218 SH SOLE 0 0 2,218
RTX CORPORATION COM 75513E101 822,783 4,337 SH SOLE 0 0 4,337
SALESFORCE INC COM 79466L302 598,234 3,819 SH SOLE 0 0 3,819
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 459,337 14,486 SH SOLE 0 0 14,486
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2,280,158 67,381 SH SOLE 0 0 67,381
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 29,590,620 1,021,776 SH SOLE 0 0 1,021,776
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1,093,418 20,588 SH SOLE 0 0 20,588
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 6,317,407 33,159 SH SOLE 0 0 33,159
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 579,063 3,126 SH SOLE 0 0 3,126
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 327,021 6,100 SH SOLE 0 0 6,100
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 520,730 11,485 SH SOLE 0 0 11,485
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 560,244 3,531 SH SOLE 0 0 3,531
SERVICENOW INC COM 81762P102 481,210 4,847 SH SOLE 0 0 4,847
SHELL PLC SPON ADS 780259305 465,240 6,000 SH SOLE 0 0 6,000
SOUTHERN CO COM 842587107 273,241 2,855 SH SOLE 0 0 2,855
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 335,569 1,964 SH SOLE 0 0 1,964
SPDR GOLD TR GOLD SHS 78463V107 846,537 2,298 SH SOLE 0 0 2,298
SPDR SERIES TRUST ST STR P500ETF 78464A854 11,389,857 129,607 SH SOLE 0 0 129,607
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 19,806,479 216,134 SH SOLE 0 0 216,134
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,381,710 3,189 SH SOLE 0 0 3,189
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 359,407 511 SH SOLE 0 0 511
TESLA INC COM 88160R101 1,499,018 3,564 SH SOLE 0 0 3,564
THERMO FISHER SCIENTIFIC INC COM 883556102 1,387,648 2,768 SH SOLE 0 0 2,768
TJX COS INC NEW COM 872540109 1,164,116 7,684 SH SOLE 0 0 7,684
TOLL BROTHERS INC COM 889478103 313,025 1,900 SH SOLE 0 0 1,900
TOTALENERGIES SE ACT F92124100 222,238 2,858 SH SOLE 0 0 2,858
TRANE TECHNOLOGIES PLC SHS G8994E103 1,276,525 2,599 SH SOLE 0 0 2,599
TRAVELERS COMPANIES INC COM 89417E109 1,053,731 3,192 SH SOLE 0 0 3,192
TRUIST FINL CORP COM 89832Q109 784,162 15,740 SH SOLE 0 0 15,740
UBER TECHNOLOGIES INC COM 90353T100 1,352,495 18,743 SH SOLE 0 0 18,743
UNITED AIRLS HLDGS INC COM 910047109 407,970 3,000 SH SOLE 0 0 3,000
VANGUARD INDEX FDS MID CAP ETF 922908629 373,523 4,636 SH SOLE 0 0 4,636
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 416,910 2,110 SH SOLE 0 0 2,110
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,030,217 10,891 SH SOLE 0 0 10,891
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,919,678 34,862 SH SOLE 0 0 34,862
VANGUARD NY TAX FREE FDS TAX EXEMPT BD 92204H400 334,152 3,213 SH SOLE 0 0 3,213
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 470,379 1,186 SH SOLE 0 0 1,186
VERIZON COMMUNICATIONS INC COM 92343V104 1,200,588 28,356 SH SOLE 0 0 28,356
VERTEX PHARMACEUTICALS INC COM 92532F100 403,345 812 SH SOLE 0 0 812
VISA INC COM CL A 92826C839 11,596,807 33,801 SH SOLE 0 0 33,801
WALMART INC COM 931142103 1,374,360 12,135 SH SOLE 0 0 12,135
WASTE MGMT INC DEL COM 94106L109 7,765,036 34,840 SH SOLE 0 0 34,840
WILLIAMS COS INC COM 969457100 229,600 3,089 SH SOLE 0 0 3,089
WW GRAINGER INC COM 384802104 595,971 438 SH SOLE 0 0 438