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
ALPS ETF TR OSHS GBL INTER 00162Q361 781,812 15,620 SH SOLE 0 0 0 15,620
ADVANCED MICRO DEVICES INC COM 007903107 11,068,273 22,919 SH SOLE 0 0 0 22,919
ALLSTATE CORP COM 020002101 2,213,016 8,650 SH SOLE 0 0 0 8,650
ALPHABET INC CAP STK CL C 02079K107 10,237,060 29,901 SH SOLE 0 0 0 29,901
AMAZON COM INC COM 023135106 10,895,135 40,763 SH SOLE 0 0 0 40,763
AMERICAN TOWER CORP COM 03027X100 305,240 1,791 SH SOLE 0 0 0 1,791
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 237,720 2,000 SH SOLE 0 0 0 2,000
APPLE INC COM 037833100 24,726,657 81,809 SH SOLE 0 0 0 81,809
BANK AMERICA CORP COM 060505104 11,826,140 182,474 SH SOLE 0 0 0 182,474
BANK NEW YORK MELLON CORP COM 064058100 369,525 2,268 SH SOLE 0 0 0 2,268
BLACKSTONE INC COM 09260D107 2,221,772 15,175 SH SOLE 0 0 0 15,175
BOEING CO COM 097023105 3,964,378 17,147 SH SOLE 0 0 0 17,147
BROADCOM INC COM 11135F101 305,797 735 SH SOLE 0 0 0 735
CATERPILLAR INC COM 149123101 1,161,905 1,358 SH SOLE 0 0 0 1,358
CHEVRON CORPORATION COM 166764100 259,512 1,320 SH SOLE 0 0 0 1,320
CITIGROUP INC COM NEW 172967424 357,708 2,600 SH SOLE 0 0 0 2,600
COSTCO WHOLESALE CORPORATION COM 22160K105 3,333,008 3,510 SH SOLE 0 0 0 3,510
CROWDSTRIKE HLDGS INC CL A 22788C105 2,541,599 11,460 SH SOLE 0 0 0 11,460
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,778,494 132,625 SH SOLE 0 0 0 132,625
ENTERPRISE PRODS PARTNERS L COM 293792107 803,259 21,183 SH SOLE 0 0 0 21,183
META PLATFORMS INC CL A 30303M102 7,287,837 12,590 SH SOLE 0 0 0 12,590
GE VERNOVA INC COM 36828A101 618,772 595 SH SOLE 0 0 0 595
GE AEROSPACE COM NEW 369604301 1,162,781 3,183 SH SOLE 0 0 0 3,183
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 766,787 20,280 SH SOLE 0 0 0 20,280
GOLDMAN SACHS GROUP INC COM 38141G104 259,302 250 SH SOLE 0 0 0 250
HOME DEPOT INC COM 437076102 365,284 1,064 SH SOLE 0 0 0 1,064
INTEL CORP COM 458140100 200,689 1,988 SH SOLE 0 0 0 1,988
INTERNATIONAL BUSINESS MACHS COM 459200101 311,022 1,318 SH SOLE 0 0 0 1,318
INVESCO QQQ TR UNIT SER 1 46090E103 887,256 1,226 SH SOLE 0 0 0 1,226
INTUITIVE SURGICAL INC COM NEW 46120E602 220,698 550 SH SOLE 0 0 0 550
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 5,419,435 29,380 SH SOLE 0 0 0 29,380
INVESCO EXCHANGE TRADED FD T PHARMACEUTICALS 46137V662 271,246 2,170 SH SOLE 0 0 0 2,170
ISHARES TR S&P 100 ETF 464287101 2,291,412 6,009 SH SOLE 0 0 0 6,009
ISHARES TR CORE S&P500 ETF 464287200 389,647 502 SH SOLE 0 0 0 502
ISHARES TR US HOME CONS ETF 464288752 1,077,936 10,980 SH SOLE 0 0 0 10,980
JPMORGAN CHASE & CO COM 46625H100 3,820,513 10,462 SH SOLE 0 0 0 10,462
LAM RESEARCH CORP COM NEW 512807306 3,829,836 11,744 SH SOLE 0 0 0 11,744
ELI LILLY & CO COM 532457108 3,696,228 3,029 SH SOLE 0 0 0 3,029
MARATHON PETE CORP COM 56585A102 973,359 2,795 SH SOLE 0 0 0 2,795
MCDONALDS CORP COM 580135101 221,938 805 SH SOLE 0 0 0 805
MERCK & CO INC COM 58933Y105 376,828 2,835 SH SOLE 0 0 0 2,835
MICROSOFT CORP COM 594918104 9,430,473 19,151 SH SOLE 0 0 0 19,151
MICRON TECHNOLOGY INC COM 595112103 6,696,159 7,348 SH SOLE 0 0 0 7,348
NEUBERGER ENGY INFRSTR & INC COM 64129H104 361,866 33,978 SH SOLE 0 0 0 33,978
NEWMONT CORP COM 651639106 230,024 1,952 SH SOLE 0 0 0 1,952
NEXTERA ENERGY INC COM 65339F101 268,491 3,130 SH SOLE 0 0 0 3,130
NVIDIA CORPORATION COM 67066G104 6,683,605 29,826 SH SOLE 0 0 0 29,826
PACER FDS TR DATA & DIGI REVO 69374H386 401,201 4,101 SH SOLE 0 0 0 4,101
PALANTIR TECHNOLOGIES INC CL A 69608A108 14,039,989 82,086 SH SOLE 0 0 0 82,086
PROCTER & GAMBLE CO COM 742718109 313,518 2,176 SH SOLE 0 0 0 2,176
PROGRESSIVE CORP COM 743315103 1,605,873 7,744 SH SOLE 0 0 0 7,744
ROBINHOOD MKTS INC COM CL A 770700102 429,942 4,530 SH SOLE 0 0 0 4,530
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 222,850 288 SH SOLE 0 0 0 288
SPDR SERIES TRUST STATE STREET SPD 78464A532 242,965 2,195 SH SOLE 0 0 0 2,195
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 1,215,446 10,310 SH SOLE 0 0 0 10,310
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2,643,928 45,648 SH SOLE 0 0 0 45,648
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 2,593,426 13,732 SH SOLE 0 0 0 13,732
TJX COS INC NEW COM 872540109 2,032,002 13,315 SH SOLE 0 0 0 13,315
TESLA INC COM 88160R101 2,072,156 6,327 SH SOLE 0 0 0 6,327
VANGUARD WORLD FD INF TECH ETF 92204A702 384,306 3,160 SH SOLE 0 0 0 3,160
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,861,985 4,030 SH SOLE 0 0 0 4,030
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,342,702 8,754 SH SOLE 0 0 0 8,754
VERIZON COMMUNICATIONS INC COM 92343V104 1,752,683 37,307 SH SOLE 0 0 0 37,307
VISA INC COM CL A 92826C839 245,256 682 SH SOLE 0 0 0 682
WALMART INC COM 931142103 6,824,222 58,824 SH SOLE 0 0 0 58,824
WASTE MGMT INC DEL COM 94106L109 254,610 1,125 SH SOLE 0 0 0 1,125