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 2,826,932 17,460 SH SOLE 0 0 17,460
ABBVIE INC COM 00287Y109 4,572,208 18,170 SH SOLE 0 0 18,170
ADVANCED MICRO DEVICES INC COM 007903107 640,744 1,103 SH SOLE 0 0 1,103
ALPHABET INC CAP STK CL A 02079K305 925,231 2,589 SH SOLE 0 0 2,589
ALPHABET INC CAP STK CL C 02079K107 6,772,139 19,167 SH SOLE 0 0 19,167
ALTRIA GROUP INC COM 02209S103 425,440 5,913 SH SOLE 0 0 5,913
AMAZON COM INC COM 023135106 5,949,443 24,962 SH SOLE 0 0 24,962
AMERICAN EXPRESS CO COM 025816109 1,201,701 3,553 SH SOLE 0 0 3,553
AMGEN INC COM 031162100 1,124,472 3,105 SH SOLE 0 0 3,105
APPLE INC COM 037833100 7,977,986 27,571 SH SOLE 0 0 27,571
ARGAN INC COM 04010E109 661,199 828 SH SOLE 0 0 828
AT&T INC COM 00206R102 249,881 12,072 SH SOLE 0 0 12,072
AUTOMATIC DATA PROCESSING IN COM 053015103 464,297 2,073 SH SOLE 0 0 2,073
BANK OF AMER CORP COM 060505104 2,797,790 49,101 SH SOLE 0 0 49,101
BECTON DICKINSON & CO COM 075887109 573,377 3,789 SH SOLE 0 0 3,789
BLACKSTONE INC COM 09260D107 1,820,093 15,468 SH SOLE 0 0 15,468
BROADCOM INC COM 11135F101 8,073,451 21,372 SH SOLE 0 0 21,372
CADENCE DESIGN SYSTEM INC COM 127387108 1,587,979 4,231 SH SOLE 0 0 4,231
CARDINAL HEALTH INC COM 14149Y108 818,632 3,446 SH SOLE 0 0 3,446
CATERPILLAR INC COM 149123101 10,108,813 9,493 SH SOLE 0 0 9,493
CITIGROUP INC COM NEW 172967424 1,982,667 14,166 SH SOLE 0 0 14,166
COSTCO WHOLESALE CORPORATION COM 22160K105 4,279,699 4,575 SH SOLE 0 0 4,575
CUMMINS INC COM 231021106 3,426,616 4,804 SH SOLE 0 0 4,804
DEERE & CO COM 244199105 5,969,319 9,410 SH SOLE 0 0 9,410
DELL TECHNOLOGIES INC CL C 24703L202 8,388,872 19,443 SH SOLE 0 0 19,443
DOVER CORP COM 260003108 214,860 958 SH SOLE 0 0 958
DUKE ENERGY CORP NEW COM NEW 26441C204 360,754 2,850 SH SOLE 0 0 2,850
ELI LILLY & CO COM 532457108 304,655 254 SH SOLE 0 0 254
EXXON MOBIL CORP COM 30231G102 2,957,390 21,631 SH SOLE 0 0 21,631
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 251,856 4,055 SH SOLE 0 0 4,055
FIDELITY COVINGTON TRUST BLUE CHIP VALUE 316092345 225,354 5,659 SH SOLE 0 0 5,659
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 288,988 4,793 SH SOLE 0 0 4,793
FIDELITY NATL FINL INC COM SHS 31620R303 1,542,625 32,710 SH SOLE 0 0 32,710
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 564,383 2,132 SH SOLE 0 0 2,132
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 242,792 2,702 SH SOLE 0 0 2,702
GE AEROSPACE COM NEW 369604301 2,348,715 6,285 SH SOLE 0 0 6,285
GE VERNOVA INC COM 36828A101 2,558,959 2,178 SH SOLE 0 0 2,178
GLOBAL X FDS DATA CTR DIG ETF 37954Y236 343,728 11,318 SH SOLE 0 0 11,318
GOLDMAN SACHS GROUP INC COM 38141G104 252,843 250 SH SOLE 0 0 250
GRANITESHARES ETF TR 2X SHOR NVDA NEW 38747R629 83,360 16,000 SH SOLE 0 0 16,000
HOME DEPOT INC COM 437076102 3,587,786 10,173 SH SOLE 0 0 10,173
HONEYWELL AEROSPACE INC COM 43849R105 771,790 3,491 SH SOLE 0 0 3,491
HONEYWELL INTL INC COM 438516205 729,467 3,258 SH SOLE 0 0 3,258
ILLINOIS TOOL WKS INC COM 452308109 300,763 1,112 SH SOLE 0 0 1,112
INTERNATIONAL BUSINESS MACHS COM 459200101 1,649,681 5,866 SH SOLE 0 0 5,866
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 580,066 1,915 SH SOLE 0 0 1,915
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 359,482 6,042 SH SOLE 0 0 6,042
INVESCO QQQ TR UNIT SER 1 46090E103 292,351 397 SH SOLE 0 0 397
ISHARES TR CORE DIV GRWTH 46434V621 939,930 12,402 SH SOLE 0 0 12,402
ISHARES TR CORE S&P MCP ETF 464287507 1,635,387 21,208 SH SOLE 0 0 21,208
ISHARES TR EXPANDED TECH 464287515 326,886 3,608 SH SOLE 0 0 3,608
ISHARES TR ISHARES SEMICDTR 464287523 731,748 1,142 SH SOLE 0 0 1,142
ISHARES TR RUS 1000 GRW ETF 464287614 1,744,121 14,046 SH SOLE 0 0 14,046
ISHARES TR RUS 1000 VAL ETF 464287598 854,344 3,524 SH SOLE 0 0 3,524
ISHARES TR RUS 2000 GRW ETF 464287648 1,852,388 4,702 SH SOLE 0 0 4,702
ISHARES TR RUS 2000 VAL ETF 464287630 1,004,416 4,541 SH SOLE 0 0 4,541
ISHARES TR RUS MD CP GR ETF 464287481 2,139,667 14,614 SH SOLE 0 0 14,614
ISHARES TR RUS MDCP VAL ETF 464287473 1,807,793 10,983 SH SOLE 0 0 10,983
ISHARES TR RUS MID CAP ETF 464287499 471,728 4,276 SH SOLE 0 0 4,276
ISHARES TR RUSSELL 2000 ETF 464287655 1,533,098 5,103 SH SOLE 0 0 5,103
ISHARES TR S&P 500 GRWT ETF 464287309 552,403 4,017 SH SOLE 0 0 4,017
JOHNSON & JOHNSON COM 478160104 219,684 865 SH SOLE 0 0 865
JPMORGAN CHASE & CO COM 46625H100 2,958,431 9,038 SH SOLE 0 0 9,038
KIMBERLY-CLARK CORP COM 494368103 1,536,121 13,994 SH SOLE 0 0 13,994
KLA CORP COM NEW 482480100 1,892,627 6,273 SH SOLE 0 0 6,273
LAM RESEARCH CORP COM NEW 512807306 8,408,708 19,405 SH SOLE 0 0 19,405
LOWES COS INC COM 548661107 538,657 2,443 SH SOLE 0 0 2,443
MASTERCARD INCORPORATED CL A 57636Q104 1,114,512 2,170 SH SOLE 0 0 2,170
MCDONALDS CORP COM 580135101 319,236 1,181 SH SOLE 0 0 1,181
MERCK & CO INC COM 58933Y105 625,281 4,866 SH SOLE 0 0 4,866
META PLATFORMS INC CL A 30303M102 5,128,227 9,104 SH SOLE 0 0 9,104
MICRON TECHNOLOGY INC COM 595112103 1,506,368 1,305 SH SOLE 0 0 1,305
MICROSOFT CORP COM 594918104 5,271,634 14,132 SH SOLE 0 0 14,132
NVIDIA CORPORATION COM 67066G104 7,562,424 37,795 SH SOLE 0 0 37,795
OWENS CORNING NEW COM 690742101 436,663 2,747 SH SOLE 0 0 2,747
PACER FDS TR US CASH COWS 100 69374H881 698,399 11,228 SH SOLE 0 0 11,228
PALO ALTO NETWORKS INC COM 697435105 2,361,904 6,926 SH SOLE 0 0 6,926
PIMCO DYNAMIC INCOME FD SHS 72201Y101 311,038 18,625 SH SOLE 0 0 18,625
PROCTER & GAMBLE CO COM 742718109 230,078 1,569 SH SOLE 0 0 1,569
PROSHARES TR MSCI EAFE DIVD 74347B839 324,662 7,578 SH SOLE 0 0 7,578
PROSHARES TR RUSS 2000 DIVD 74347B698 248,079 3,221 SH SOLE 0 0 3,221
PROSHARES TR S&P 500 DV ARIST 74348A467 229,918 4,094 SH SOLE 0 0 4,094
PROSHARES TR S&P TECH DIVIDEN 74347G606 862,917 8,300 SH SOLE 0 0 8,300
QNITY ELECTRONICS INC COMMON STOCK 74743L100 801,234 4,906 SH SOLE 0 0 4,906
RTX CORPORATION COM 75513E101 3,233,237 17,041 SH SOLE 0 0 17,041
SANDISK CORP COM 80004C200 372,892 164 SH SOLE 0 0 164
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 11,280,623 11,690 SH SOLE 0 0 11,690
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 251,430 2,144 SH SOLE 0 0 2,144
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 286,008 5,335 SH SOLE 0 0 5,335
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 415,057 2,241 SH SOLE 0 0 2,241
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 217,400 4,277 SH SOLE 0 0 4,277
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 358,678 3,348 SH SOLE 0 0 3,348
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 1,228,446 6,448 SH SOLE 0 0 6,448
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 778,851 17,178 SH SOLE 0 0 17,178
SERVICENOW INC COM 81762P102 255,009 2,569 SH SOLE 0 0 2,569
SHOPIFY INC CL A SUB VTG SHS 82509L107 538,245 4,714 SH SOLE 0 0 4,714
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 2,197,228 24,799 SH SOLE 0 0 24,799
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 346,846 2,030 SH SOLE 0 0 2,030
SPDR SERIES TRUST ST STR SP DIV 78464A763 866,736 5,695 SH SOLE 0 0 5,695
SPDR SERIES TRUST ST STR SW SERV 78464A599 296,086 1,723 SH SOLE 0 0 1,723
STATE STR CORP COM 857477103 672,048 3,963 SH SOLE 0 0 3,963
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 613,845 822 SH SOLE 0 0 822
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,191,133 6,682 SH SOLE 0 0 6,682
TEMA ETF TRUST ELECTRIFICATION 87975E834 498,240 11,894 SH SOLE 0 0 11,894
TJX COS INC NEW COM 872540109 1,609,358 10,623 SH SOLE 0 0 10,623
TRANE TECHNOLOGIES PLC SHS G8994E103 909,717 1,852 SH SOLE 0 0 1,852
TRAVELERS COMPANIES INC COM 89417E109 1,460,855 4,425 SH SOLE 0 0 4,425
UNITED RENTALS INC COM 911363109 6,348,698 5,604 SH SOLE 0 0 5,604
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 657,099 7,953 SH SOLE 0 0 7,953
VANGUARD INDEX FDS SM CP VAL ETF 922908611 407,723 1,678 SH SOLE 0 0 1,678
VANGUARD INDEX FDS SML CP GRW ETF 922908595 569,568 1,557 SH SOLE 0 0 1,557
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 417,555 3,267 SH SOLE 0 0 3,267
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 219,110 926 SH SOLE 0 0 926
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 642,401 4,065 SH SOLE 0 0 4,065
VANGUARD WORLD FD INF TECH ETF 92204A702 424,595 3,553 SH SOLE 0 0 3,553
VANGUARD WORLD FD MEGA CAP INDEX 921910873 386,951 1,414 SH SOLE 0 0 1,414
VANGUARD WORLD FD MEGA GRWTH IND 921910816 413,189 4,700 SH SOLE 0 0 4,700
VERIZON COMMUNICATIONS INC COM 92343V104 703,384 16,613 SH SOLE 0 0 16,613
VERTEX PHARMACEUTICALS INC COM 92532F100 1,809,090 3,642 SH SOLE 0 0 3,642
VERTIV HOLDINGS CO COM CL A 92537N108 1,201,334 3,588 SH SOLE 0 0 3,588
VISA INC COM CL A 92826C839 3,247,131 9,464 SH SOLE 0 0 9,464
WALMART INC COM 931142103 1,862,665 16,446 SH SOLE 0 0 16,446
WASTE CONNECTIONS INC COM 94106B101 375,386 2,252 SH SOLE 0 0 2,252
WASTE MGMT INC DEL COM 94106L109 1,400,911 6,285 SH SOLE 0 0 6,285
WESTERN DIGITAL CORP COM 958102105 238,881 374 SH SOLE 0 0 374
WILLIAMS SONOMA INC COM 969904101 1,117,095 4,792 SH SOLE 0 0 4,792
WISDOMTREE TR US MIDCAP DIVID 97717W505 203,487 3,600 SH SOLE 0 0 3,600
WISDOMTREE TR US QTLY DIV GRT 97717X669 514,388 5,380 SH SOLE 0 0 5,380
WW GRAINGER INC COM 384802104 2,614,933 1,922 SH SOLE 0 0 1,922