The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| 3M CO | COM | 88579Y101 | 221,506 | 1,368 | SH | SOLE | 0 | 0 | 0 | 1,368 | |
| ABBOTT LABORATORIES | COM | 002824100 | 11,512,817 | 126,877 | SH | SOLE | 0 | 16,318 | 0 | 110,559 | |
| ABBVIE INC | COM | 00287Y109 | 57,323,313 | 227,799 | SH | SOLE | 0 | 24,598 | 0 | 203,201 | |
| ADOBE INC | COM | 00724F101 | 425,417 | 2,075 | SH | SOLE | 0 | 0 | 0 | 2,075 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 25,620,255 | 44,104 | SH | SOLE | 0 | 0 | 0 | 44,104 | |
| AIRBNB INC | COM CL A | 009066101 | 300,081 | 2,097 | SH | SOLE | 0 | 0 | 0 | 2,097 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,725,248 | 58,657 | SH | SOLE | 0 | 5,502 | 0 | 53,155 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 53,083,410 | 148,539 | SH | SOLE | 0 | 20,458 | 0 | 128,082 | |
| ALTRIA GROUP INC | COM | 02209S103 | 981,717 | 13,644 | SH | SOLE | 0 | 0 | 0 | 13,644 | |
| AMAZON COM INC | COM | 023135106 | 32,549,550 | 136,568 | SH | SOLE | 0 | 11,580 | 0 | 124,988 | |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 232,001 | 1,811 | SH | SOLE | 0 | 0 | 0 | 1,811 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 11,445,442 | 33,837 | SH | SOLE | 0 | 1,076 | 0 | 32,761 | |
| ANALOG DEVICES INC | COM | 032654105 | 29,773,889 | 74,965 | SH | SOLE | 0 | 11,580 | 0 | 63,385 | |
| APPLE INC | COM | 037833100 | 64,799,551 | 223,941 | SH | SOLE | 0 | 24,403 | 0 | 199,538 | |
| APPLIED MATLS INC | COM | 038222105 | 12,429,319 | 17,191 | SH | SOLE | 0 | 0 | 0 | 17,191 | |
| ARISTA NETWORKS INC | COM SHS | 040413205 | 1,338,253 | 7,878 | SH | SOLE | 0 | 0 | 0 | 7,878 | |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 1,051,314 | 528 | SH | SOLE | 0 | 0 | 0 | 528 | |
| BANK OF AMER CORP | COM | 060505104 | 21,932,707 | 384,919 | SH | SOLE | 0 | 52,995 | 0 | 331,925 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 57,628,363 | 115,167 | SH | SOLE | 0 | 7,647 | 0 | 107,520 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 748,850 | 1 | SH | SOLE | 0 | 0 | 0 | 1 | |
| BROADCOM INC | COM | 11135F101 | 4,619,950 | 12,230 | SH | SOLE | 0 | 0 | 0 | 12,230 | |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | 208,099 | 10,122 | SH | SOLE | 0 | 0 | 0 | 10,122 | |
| CALUMET INC | COM | 131428104 | 234,130 | 6,500 | SH | SOLE | 0 | 0 | 0 | 6,500 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 340,000 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
| CISCO SYS INC | COM | 17275R102 | 1,151,721 | 9,805 | SH | SOLE | 0 | 0 | 0 | 9,805 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1,351,744 | 34,902 | SH | SOLE | 0 | 3,765 | 0 | 31,137 | |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 633,467 | 677 | SH | SOLE | 0 | 0 | 0 | 677 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 419,727 | 550 | SH | SOLE | 0 | 550 | 0 | 0 | |
| CVR PARTNERS LP/CVR NITROGEN | COM | 126633205 | 841,260 | 7,546 | SH | SOLE | 0 | 0 | 0 | 7,546 | |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 774,823 | 1,796 | SH | SOLE | 0 | 0 | 0 | 1,796 | |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 1,080,330 | 13,184 | SH | SOLE | 0 | 0 | 0 | 13,184 | |
| EATON VANCE ENHANCED EQUITY | COM | 278277108 | 201,085 | 9,124 | SH | SOLE | 0 | 0 | 0 | 9,124 | |
| ELI LILLY & CO | COM | 532457108 | 3,340,264 | 2,785 | SH | SOLE | 0 | 0 | 0 | 2,785 | |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 605,828 | 31,686 | SH | SOLE | 0 | 0 | 0 | 31,686 | |
| EXXON MOBIL CORP | COM | 30231G102 | 11,031,973 | 80,690 | SH | SOLE | 0 | 2,608 | 0 | 78,082 | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 310,400 | 3,007 | SH | SOLE | 0 | 0 | 0 | 3,007 | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 200,466 | 1,504 | SH | SOLE | 0 | 0 | 0 | 1,504 | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 1,340,298 | 5,063 | SH | SOLE | 0 | 0 | 0 | 5,063 | |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | 33734X192 | 1,481,477 | 11,010 | SH | SOLE | 0 | 0 | 0 | 11,010 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | 972,946 | 96,141 | SH | SOLE | 0 | 0 | 0 | 96,141 | |
| HAPPEN INC | COM NEW | 52603A208 | 452,526 | 21,819 | SH | SOLE | 0 | 0 | 0 | 21,819 | |
| HOME DEPOT INC | COM | 437076102 | 13,928,296 | 39,493 | SH | SOLE | 0 | 1,690 | 0 | 37,802 | |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | 2,474,770 | 11,194 | SH | SOLE | 0 | 1,425 | 0 | 9,769 | |
| HONEYWELL INTL INC | COM | 438516205 | 2,509,247 | 11,207 | SH | SOLE | 0 | 1,425 | 0 | 9,782 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 979,596 | 33,744 | SH | SOLE | 0 | 0 | 0 | 33,744 | |
| INTEL CORP | COM | 458140100 | 1,935,156 | 13,859 | SH | SOLE | 0 | 0 | 0 | 13,859 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,707,021 | 5,034 | SH | SOLE | 0 | 127 | 0 | 4,907 | |
| IRON MTN INC DEL | COM | 46284V101 | 243,280 | 1,926 | SH | SOLE | 0 | 0 | 0 | 1,926 | |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | 578,950 | 7,508 | SH | SOLE | 0 | 0 | 0 | 7,508 | |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 806,936 | 5,441 | SH | SOLE | 0 | 0 | 0 | 5,441 | |
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,165,829 | 1,557 | SH | SOLE | 0 | 0 | 0 | 1,557 | |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | 379,557 | 2,760 | SH | SOLE | 0 | 0 | 0 | 2,760 | |
| ISHARES TR | RUS 1000 ETF | 464287622 | 223,633 | 546 | SH | SOLE | 0 | 0 | 0 | 546 | |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | 280,931 | 1,159 | SH | SOLE | 0 | 0 | 0 | 1,159 | |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 330,841 | 2,664 | SH | SOLE | 0 | 0 | 0 | 2,664 | |
| ISHARES TR | DOW JONES US ETF | 464287846 | 412,359 | 2,262 | SH | SOLE | 0 | 0 | 0 | 2,262 | |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | 6,402,556 | 44,314 | SH | SOLE | 0 | 10,253 | 0 | 34,061 | |
| ISHARES TR | US HLTHCARE ETF | 464287762 | 6,861,181 | 102,390 | SH | SOLE | 0 | 12,040 | 0 | 90,351 | |
| ISHARES TR | ISHARES BIOTECH | 464287556 | 7,838,297 | 41,213 | SH | SOLE | 0 | 2,830 | 0 | 38,383 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,556,523 | 22,753 | SH | SOLE | 0 | 0 | 0 | 22,753 | |
| ISHARES TR | EXPANDED TECH | 464287515 | 40,019,524 | 441,717 | SH | SOLE | 0 | 44,939 | 0 | 396,777 | |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | 4,018,618 | 79,451 | SH | SOLE | 0 | 0 | 0 | 79,451 | |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | 331,691 | 4,376 | SH | SOLE | 0 | 0 | 0 | 4,376 | |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 226,749 | 2,252 | SH | SOLE | 0 | 0 | 0 | 2,252 | |
| ISHARES TR | PFD AND INCM SEC | 464288687 | 2,020,051 | 66,253 | SH | SOLE | 0 | 0 | 0 | 66,253 | |
| ISHARES TR | U.S. INSRNCE ETF | 464288786 | 2,686,626 | 19,114 | SH | SOLE | 0 | 2,791 | 0 | 16,323 | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | 215,019 | 3,807 | SH | SOLE | 0 | 0 | 0 | 3,807 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | 2,631,558 | 52,038 | SH | SOLE | 0 | 0 | 0 | 52,038 | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | 269,409 | 4,383 | SH | SOLE | 0 | 0 | 0 | 4,383 | |
| JOHNSON & JOHNSON | COM | 478160104 | 22,633,570 | 89,119 | SH | SOLE | 0 | 7,952 | 0 | 81,167 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 848,751 | 2,593 | SH | SOLE | 0 | 0 | 0 | 2,593 | |
| KLA CORP | COM NEW | 482480100 | 2,070,463 | 6,862 | SH | SOLE | 0 | 0 | 0 | 6,862 | |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | 3,951,365 | 14,112 | SH | SOLE | 0 | 1,684 | 0 | 12,428 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,159,811 | 2,258 | SH | SOLE | 0 | 0 | 0 | 2,258 | |
| MERCK & CO INC | COM | 58933Y105 | 14,884,284 | 115,831 | SH | SOLE | 0 | 10,673 | 0 | 105,158 | |
| META PLATFORMS INC | CL A | 30303M102 | 191,715,854 | 340,350 | SH | SOLE | 0 | 11,842 | 0 | 328,508 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 240,759 | 209 | SH | SOLE | 0 | 0 | 0 | 209 | |
| MICROSOFT CORP | COM | 594918104 | 34,796,950 | 93,284 | SH | SOLE | 0 | 11,081 | 0 | 82,204 | |
| MONDELEZ INTL INC | CL A | 609207105 | 2,911,382 | 50,335 | SH | SOLE | 0 | 2,153 | 0 | 48,182 | |
| NETFLIX INC. | COM | 64110L106 | 2,555,184 | 35,787 | SH | SOLE | 0 | 6,610 | 0 | 29,177 | |
| NIKE INC | CL B | 654106103 | 2,012,268 | 49,020 | SH | SOLE | 0 | 2,876 | 0 | 46,144 | |
| NUTANIX INC | CL A | 67059N108 | 7,144,235 | 140,193 | SH | SOLE | 0 | 0 | 0 | 140,193 | |
| NVIDIA CORPORATION | COM | 67066G104 | 12,801,561 | 63,979 | SH | SOLE | 0 | 0 | 0 | 63,979 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 281,030 | 1,000 | SH | SOLE | 0 | 0 | 0 | 1,000 | |
| ORACLE CORP | COM | 68389X105 | 15,277,685 | 104,249 | SH | SOLE | 0 | 17,129 | 0 | 87,120 | |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 471,697 | 4,043 | SH | SOLE | 0 | 0 | 0 | 4,043 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 4,443,832 | 13,031 | SH | SOLE | 0 | 0 | 0 | 13,031 | |
| PEPSICO INC | COM | 713448108 | 3,914,121 | 28,908 | SH | SOLE | 0 | 674 | 0 | 28,234 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 12,856,927 | 71,068 | SH | SOLE | 0 | 1,197 | 0 | 69,871 | |
| PROCTER & GAMBLE CO | COM | 742718109 | 5,848,835 | 39,886 | SH | SOLE | 0 | 7,008 | 0 | 32,878 | |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 1,358,373 | 24,188 | SH | SOLE | 0 | 0 | 0 | 24,188 | |
| PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | 3,423,120 | 50,803 | SH | SOLE | 0 | 0 | 0 | 50,803 | |
| QUALCOMM INC | COM | 747525103 | 12,836,265 | 69,464 | SH | SOLE | 0 | 2,793 | 0 | 66,671 | |
| ROBLOX CORP | CL A | 771049103 | 478,272 | 8,795 | SH | SOLE | 0 | 5,000 | 0 | 3,795 | |
| RUBRIK INC. | CL A | 781154109 | 3,583,057 | 44,632 | SH | SOLE | 0 | 0 | 0 | 44,632 | |
| SALESFORCE INC | COM | 79466L302 | 3,288,703 | 20,993 | SH | SOLE | 0 | 0 | 0 | 20,993 | |
| SANDISK CORP | COM | 80004C200 | 296,842 | 131 | SH | SOLE | 0 | 0 | 0 | 131 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 764,267 | 24,102 | SH | SOLE | 0 | 0 | 0 | 24,102 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 312,244 | 10,610 | SH | SOLE | 0 | 0 | 0 | 10,610 | |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | 900,360 | 8,404 | SH | SOLE | 0 | 0 | 0 | 8,404 | |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 18,286,599 | 344,316 | SH | SOLE | 0 | 2,212 | 0 | 342,103 | |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 1,384,660 | 25,828 | SH | SOLE | 0 | 0 | 0 | 25,828 | |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 27,271,876 | 171,889 | SH | SOLE | 0 | 22,254 | 0 | 149,635 | |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 285,450 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 255,830 | 1,497 | SH | SOLE | 0 | 0 | 0 | 1,497 | |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | 11,980,998 | 130,740 | SH | SOLE | 0 | 23,922 | 0 | 106,818 | |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | 294,268 | 2,752 | SH | SOLE | 0 | 0 | 0 | 2,752 | |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | 200,878 | 1,320 | SH | SOLE | 0 | 0 | 0 | 1,320 | |
| STARBUCKS CORP | COM | 855244109 | 7,728,209 | 75,626 | SH | SOLE | 0 | 6,720 | 0 | 68,906 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 2,389,959 | 3,200 | SH | SOLE | 0 | 0 | 0 | 3,200 | |
| SYNOPSYS INC | COM | 871607107 | 1,303,234 | 2,922 | SH | SOLE | 0 | 0 | 0 | 2,922 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 938,830 | 1,966 | SH | SOLE | 0 | 0 | 0 | 1,966 | |
| TESLA INC | COM | 88160R101 | 2,571,795 | 6,115 | SH | SOLE | 0 | 0 | 0 | 6,115 | |
| TEXAS INSTRS INC | COM | 882508104 | 354,662 | 1,190 | SH | SOLE | 0 | 0 | 0 | 1,190 | |
| TWILIO INC | CL A | 90138F102 | 381,711 | 1,850 | SH | SOLE | 0 | 0 | 0 | 1,850 | |
| UBIQUITI INC | COM | 90353W103 | 334,837 | 627 | SH | SOLE | 0 | 0 | 0 | 627 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 57,478,233 | 138,292 | SH | SOLE | 0 | 17,818 | 0 | 120,474 | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 476,739 | 727 | SH | SOLE | 0 | 0 | 0 | 727 | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 321,702 | 3,894 | SH | SOLE | 0 | 0 | 0 | 3,894 | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 1,273,360 | 25,580 | SH | SOLE | 0 | 0 | 0 | 25,580 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 13,016,920 | 18,953 | SH | SOLE | 0 | 1,907 | 0 | 17,046 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,926,479 | 5,206 | SH | SOLE | 0 | 0 | 0 | 5,206 | |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 42,315,006 | 525,196 | SH | SOLE | 0 | 51,897 | 0 | 473,299 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 30,990,289 | 102,238 | SH | SOLE | 0 | 8,685 | 0 | 93,552 | |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 63,183,259 | 733,495 | SH | SOLE | 0 | 70,655 | 0 | 662,840 | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,580,678 | 26,481 | SH | SOLE | 0 | 0 | 0 | 26,481 | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 291,920 | 3,297 | SH | SOLE | 0 | 0 | 0 | 3,297 | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,481,570 | 29,292 | SH | SOLE | 0 | 0 | 0 | 29,292 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 200,256 | 846 | SH | SOLE | 0 | 0 | 0 | 846 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 274,013 | 3,846 | SH | SOLE | 0 | 0 | 0 | 3,846 | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 2,460,577 | 15,570 | SH | SOLE | 0 | 3,930 | 0 | 11,640 | |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 861,823 | 7,211 | SH | SOLE | 0 | 0 | 0 | 7,211 | |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 12,634,528 | 42,255 | SH | SOLE | 0 | 8,847 | 0 | 33,407 | |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | 300,896 | 2,286 | SH | SOLE | 0 | 0 | 0 | 2,286 | |
| VISA INC | COM CL A | 92826C839 | 6,536,032 | 19,050 | SH | SOLE | 0 | 1,591 | 0 | 17,460 | |
| WALMART INC | COM | 931142103 | 203,739 | 1,799 | SH | SOLE | 0 | 0 | 0 | 1,799 | |
| WELLS FARGO & CO | COM | 949746101 | 22,650,728 | 274,089 | SH | SOLE | 0 | 22,857 | 0 | 251,232 | |