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
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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
Eaton Corp PLC SHS G29183103 4,207,372 9,874 SH SOLE 0 0 9,874
ALPS ETF TR Alerian MLP 00162Q452 290,792 5,608 SH SOLE 0 0 5,608
AT&T Inc COM 00206R102 17,494,509 845,145 SH SOLE 0 0 845,145
Abbvie Inc COM 00287Y109 9,011,244 35,810 SH SOLE 0 0 35,810
Aberdeen STD Silver ETF TR PHYSCL SILVR SHS 003264108 3,179,011 56,546 SH SOLE 0 0 56,546
Advanced Micro Devices Inc COM 007903107 1,297,753 2,234 SH SOLE 0 0 2,234
Apple Inc COM 037833100 25,817,276 89,222 SH SOLE 0 0 89,222
Allstate Corp COM 020002101 1,344,335 5,650 SH SOLE 0 0 5,650
Alphabet Inc CAP STK CL C 02079K107 364,429 1,031 SH SOLE 0 0 1,031
Alphabet Inc CAP STK CL A 02079K305 46,662,133 130,571 SH SOLE 0 0 130,571
Altria Group Inc COM 02209S103 21,752,519 302,328 SH SOLE 0 0 302,328
Amazon Com Inc COM 023135106 35,767,962 150,071 SH SOLE 0 0 150,071
Amphenol Corp CL A 032095101 23,338,249 132,363 SH SOLE 0 0 132,363
Analog Devices Inc COM 032654105 17,847,520 44,937 SH SOLE 0 0 44,937
Astera Labs Inc COM 04626A103 268,559 556 SH SOLE 0 0 556
Automatic Data Processing In COM 053015103 6,020,957 26,885 SH SOLE 0 0 26,885
Berkshire Hathaway Inc Del CL A 084670108 3,744,250 5 SH SOLE 0 0 5
Berkshire Hathaway Inc Del CL B New 084670702 478,543 956 SH SOLE 0 0 956
Blackrock Inc COM 09290D101 378,490 394 SH SOLE 0 0 394
Blackstone Inc COM 09260D107 273,647 2,326 SH SOLE 0 0 2,326
Broadcom Inc COM 11135F101 49,145,971 130,102 SH SOLE 0 0 130,102
Caterpillar Inc Del COM 149123101 52,707,699 49,495 SH SOLE 0 0 49,495
Chevron Corp New COM 166764100 18,098,391 109,184 SH SOLE 0 0 109,184
Coca Cola Co COM 191216100 12,698,477 156,250 SH SOLE 0 0 156,250
Colgate Palmolive Co COM 194162103 1,362,984 14,867 SH SOLE 0 0 14,867
Corning Inc COM 219350105 354,246 1,387 SH SOLE 0 0 1,387
Costco WHSL Corp New COM 22160K105 13,120,328 14,025 SH SOLE 0 0 14,025
Cummins Inc COM 231021106 27,973,380 39,222 SH SOLE 0 0 39,222
Dell Technologies Inc CL C 24703L202 69,908,205 162,027 SH SOLE 0 0 162,027
Duke Energy Corp New COM NEW 26441C204 6,483,523 51,221 SH SOLE 0 0 51,221
Emerson Elec Co COM 291011104 17,698,253 123,634 SH SOLE 0 0 123,634
Enterprise Prods Partners L COM 293792107 224,555 6,109 SH SOLE 0 0 6,109
Exxon Mobil Corp COM 30231G102 23,902,156 174,826 SH SOLE 0 0 174,826
Meta Platforms Inc CL A 30303M102 17,943,271 31,854 SH SOLE 0 0 31,854
Fidelity Covington Trust MSCI HLTH CARE I 316092600 445,201 5,763 SH SOLE 0 0 5,763
Fidelity Covington Trust MSCI INDL INDX 316092709 223,505 2,244 SH SOLE 0 0 2,244
Fidelity Covington Trust MSCI UTILS INDEX 316092865 4,323,224 74,002 SH SOLE 0 0 74,002
Fortis Inc COM 349553107 7,430,397 129,834 SH SOLE 0 0 129,834
Freeport McMoran Inc CL B 35671D857 741,498 11,790 SH SOLE 0 0 11,790
General Dynamics Corp COM 369550108 12,414,728 35,046 SH SOLE 0 0 35,046
Global X FDS GLOBAL X COPPER 37954Y830 1,200,116 15,592 SH SOLE 0 0 15,592
Home Depot Inc COM 437076102 6,813,546 19,319 SH SOLE 0 0 19,319
Intel Corp COM 458140100 1,330,398 9,528 SH SOLE 0 0 9,528
International Business Machs COM 459200101 21,253,008 75,577 SH SOLE 0 0 75,577
iShares Silver Trust iShares 46428Q109 31,053,144 580,758 SH SOLE 0 0 580,758
JPMorgan Chase & Co COM 46625H100 23,170,913 70,788 SH SOLE 0 0 70,788
Johnson & Johnson COM 478160104 19,556,453 77,003 SH SOLE 0 0 77,003
Kinder Morgan Inc Del COM 49456B101 24,084,825 753,357 SH SOLE 0 0 753,357
Kroger Co COM 501044101 18,980,621 341,808 SH SOLE 0 0 341,808
L3 Harris Technologies Inc COM 502431109 20,300,544 69,860 SH SOLE 0 0 69,860
Eli Lilly & Co COM 532457108 23,224,689 19,363 SH SOLE 0 0 19,363
Lockheed Martin Corp COM 539830109 212,500 417 SH SOLE 0 0 417
Lowes Cos Inc COM 548661107 12,233,920 55,485 SH SOLE 0 0 55,485
Mastec Inc COM 576323109 218,015 524 SH SOLE 0 0 524
McDonalds Corp COM 580135101 12,441,003 46,025 SH SOLE 0 0 46,025
Merck & Co Inc COM 58933Y105 222,505 1,732 SH SOLE 0 0 1,732
Microsoft Corp COM 594918104 16,905,305 45,320 SH SOLE 0 0 45,320
Micron Technology Inc COM 595112103 74,398,187 64,454 SH SOLE 0 0 64,454
Newmont Corp COM 651639106 298,468 3,196 SH SOLE 0 0 3,196
Nextera Energy Inc COM 65339F101 9,653,017 109,981 SH SOLE 0 0 109,981
Norfolk Southern Corp COM 655844108 9,463,818 30,083 SH SOLE 0 0 30,083
Northrop Grumman Corp COM 666807102 8,168,185 16,038 SH SOLE 0 0 16,038
Nvidia Corporation COM 67066G104 38,383,945 191,833 SH SOLE 0 0 191,833
Oracle Corp COM 68389X105 16,626,425 113,452 SH SOLE 0 0 113,452
PNC Finl Svcs Group Inc COM 693475105 22,411,960 91,024 SH SOLE 0 0 91,024
Pepsico Inc COM 713448108 372,609 2,752 SH SOLE 0 0 2,752
Pfizer Inc COM 717081103 2,730 113,356 SH SOLE 0 0 113,356
Phillips 66 COM 718546104 18,565,754 109,824 SH SOLE 0 0 109,824
Procter & Gamble Co COM 742718109 14,493,109 98,835 SH SOLE 0 0 98,835
Qualcomm Inc COM 747525103 6,913,074 37,410 SH SOLE 0 0 37,410
RTX Corporation COM 75513E101 290,328 1,530 SH SOLE 0 0 1,530
Rockwell Automation Inc COM 773903109 2,987,135 6,034 SH SOLE 0 0 6,034
SPDR Gold Trust Gold SHS 78463V107 43,167,667 117,182 SH SOLE 0 0 117,182
Sanofi Sponsored ADR 80105N105 1,017,356 23,848 SH SOLE 0 0 23,848
Select Sector SPDR Tr St Str Techn ETF 81369Y803 472,761 2,481 SH SOLE 0 0 2,481
Southern Co COM 842587107 21,865,327 228,454 SH SOLE 0 0 228,454
Sprott Asset Management LP Physical Gold AN 85208R101 427,844 10,635 SH SOLE 0 0 10,635
Sterling Infrastructure Inc COM 859241101 42,388,519 50,501 SH SOLE 0 0 50,501
Taiwan Semiconductor Mfg Ltd Sponsored ADS 874039100 1,570,176 3,288 SH SOLE 0 0 3,288
Talen Energy Corp COM 87422Q109 222,871 580 SH SOLE 0 0 580
Tesla Inc COM 88160R101 961,460 2,286 SH SOLE 0 0 2,286
Texas Instrs Inc COM 882508104 19,053,649 63,923 SH SOLE 0 0 63,923
3M Co COM 88579Y101 537,429 3,319 SH SOLE 0 0 3,319
Union Pac Corp COM 907818108 632,309 2,325 SH SOLE 0 0 2,325
Valero Energy Corp COM 91913Y100 21,362,036 82,023 SH SOLE 0 0 82,023
Vaneck ETF Trust Semiconductr ETF 92189F676 232,209 354 SH SOLE 0 0 354
Vaneck ETF Trust Rare Earth and S 92189H805 1,299,269 14,681 SH SOLE 0 0 14,681
Vanguard Group DIV APP ETF 921908844 2,409,324 10,182 SH SOLE 0 0 10,182
Vanguard Whitehall FDS INC HIGH DIV YLD 921946406 4,467,848 28,272 SH SOLE 0 0 28,272
Vanguard World FDS Consum STP ETF 92204A207 788,757 3,498 SH SOLE 0 0 3,498
Vanguard NY Tax Free FDS TAX EXEMPT BD 92204H400 702,809 6,758 SH SOLE 0 0 6,758
Vanguard INTL Equity Index F ALLWRLD EX US 922042775 1,059,155 12,646 SH SOLE 0 0 12,646
Vanguard Index FDS S&P 500 ETF SHS 922908363 413,278 602 SH SOLE 0 0 602
Vanguard Index FDS TOTAL STK MKT 922908769 2,293,461 6,198 SH SOLE 0 0 6,198
Verizon Communications Inc COM 92343V104 14,590,288 344,598 SH SOLE 0 0 344,598
Vertiv Holdings Co Com CL A 92537N108 33,376,576 99,685 SH SOLE 0 0 99,685
Visa Inc Com CL A 92826C839 29,123,637 84,886 SH SOLE 0 0 84,886
WEC Energy Group Inc COM 92939U106 1,674,243 14,338 SH SOLE 0 0 14,338
Wal-Mart Stores Inc COM 931142103 24,948,657 220,278 SH SOLE 0 0 220,278
Williams Cos Inc COM 969457100 23,391,021 314,649 SH SOLE 0 0 314,649
World Gold TR SPRD GLD Minis 98149E204 49,643,566 625,076 SH SOLE 0 0 625,076