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 400,495 2,440 SH SOLE 0 0 2,440
ABBOTT LABORATORIES COM 002824100 268,223 2,714 SH SOLE 0 0 2,714
ABBVIE INC COM 00287Y109 753,683 2,881 SH SOLE 0 0 2,881
AIR PRODUCTS AND CHEMICALS I COM 009158106 384,064 1,380 SH SOLE 0 0 1,380
ALPHABET INC CAP STK CL C 02079K107 6,549,109 19,220 SH SOLE 0 0 19,220
ALPHABET INC CAP STK CL A 02079K305 894,110 2,599 SH SOLE 0 0 2,599
AMAZON COM INC COM 023135106 6,604,468 26,508 SH SOLE 0 0 26,508
AMERICAN INTL GROUP INC COM NEW 026874784 448,552 6,027 SH SOLE 0 0 6,027
AMERICAN TOWER CORP COM 03027X100 274,057 1,674 SH SOLE 0 0 1,674
AMPHENOL CORP CL A 032095101 418,718 4,967 SH SOLE 0 0 4,967
APPLE INC COM 037833100 7,461,162 22,405 SH SOLE 0 0 22,405
APPLIED INDL TECHNOLOGIES IN COM 03820C105 235,307 708 SH SOLE 0 0 708
APPLIED MATLS INC COM 038222105 2,028,225 3,966 SH SOLE 0 0 3,966
ARCH CAP GROUP LTD ORD G0450A105 329,540 3,568 SH SOLE 0 0 3,568
AT&T INC COM 00206R102 1,775,377 72,761 SH SOLE 0 0 72,761
AURORA INNOVATION INC CLASS A COM 051774107 531,297 95,902 SH SOLE 0 0 95,902
BANK OF AMER CORP COM 060505104 1,020,346 18,746 SH SOLE 0 0 18,746
BARRICK MNG CORP COM SHS 06849F108 1,988,801 48,901 SH SOLE 0 0 48,901
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,228,826 8,492 SH SOLE 0 0 8,492
BLOOM ENERGY CORP COM CL A 093712107 924,005 3,336 SH SOLE 0 0 3,336
BOEING CO COM 097023105 466,055 2,505 SH SOLE 0 0 2,505
BROADCOM INC COM 11135F101 6,320,832 17,998 SH SOLE 0 0 17,998
CANADIAN NAT RES LTD MED TER COM 136385101 1,509,394 32,067 SH SOLE 0 0 32,067
CATERPILLAR INC COM 149123101 725,383 895 SH SOLE 0 0 895
CHUBB LIMITED COM H1467J104 975,750 3,000 SH SOLE 0 0 3,000
CITIGROUP INC COM NEW 172967424 3,121,110 24,105 SH SOLE 0 0 24,105
CORNING INC COM 219350105 1,484,851 9,657 SH SOLE 0 0 9,657
COSTCO WHOLESALE CORPORATION COM 22160K105 3,835,705 4,213 SH SOLE 0 0 4,213
CROWDSTRIKE HLDGS INC CL A 22788C105 2,138,915 8,079 SH SOLE 0 0 8,079
DEERE & CO COM 244199105 1,191,385 1,774 SH SOLE 0 0 1,774
DIGITAL RLTY TR INC COM 253868103 747,107 4,256 SH SOLE 0 0 4,256
DUKE ENERGY CORP NEW COM NEW 26441C204 703,104 6,167 SH SOLE 0 0 6,167
EATON CORP PLC SHS G29183103 226,027 526 SH SOLE 0 0 526
EDISON INTL COM 281020107 212,053 3,947 SH SOLE 0 0 3,947
ELI LILLY & CO COM 532457108 6,173,852 5,336 SH SOLE 0 0 5,336
EMERSON ELEC CO COM 291011104 354,349 2,285 SH SOLE 0 0 2,285
EVERSOURCE ENERGY COM 30040W108 861,540 13,428 SH SOLE 0 0 13,428
EXPEDIA GROUP INC COM NEW 30212P303 610,468 2,318 SH SOLE 0 0 2,318
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 4,881,724 29,995 SH SOLE 0 0 29,995
FREEPORT MCMORAN INC CL B 35671D857 345,979 4,943 SH SOLE 0 0 4,943
GE AEROSPACE COM NEW 369604301 418,031 1,339 SH SOLE 0 0 1,339
GE VERNOVA INC COM 36828A101 336,395 354 SH SOLE 0 0 354
GLOBAL X FDS US INFR DEV ETF 37954Y673 795,818 15,158 SH SOLE 0 0 15,158
GOLDMAN SACHS GROUP INC COM 38141G104 1,861,173 2,067 SH SOLE 0 0 2,067
HOME DEPOT INC COM 437076102 598,929 2,105 SH SOLE 0 0 2,105
HUDBAY MINERALS INC COM 443628102 469,968 17,615 SH SOLE 0 0 17,615
INTUITIVE SURGICAL INC COM NEW 46120E602 210,634 518 SH SOLE 0 0 518
INVESCO QQQ TR UNIT SER 1 46090E103 10,270,583 13,883 SH SOLE 0 0 13,883
ISHARES TR MSCI EMG MKT ETF 464287234 498,454 7,463 SH SOLE 0 0 7,463
ISHARES TR RUSSELL 2000 ETF 464287655 267,515 963 SH SOLE 0 0 963
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 220,888 3,929 SH SOLE 0 0 3,929
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1,156,948 18,886 SH SOLE 0 0 18,886
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 11,692,964 231,681 SH SOLE 0 0 231,681
JOHNSON & JOHNSON COM 478160104 783,391 2,959 SH SOLE 0 0 2,959
JPMORGAN CHASE & CO COM 46625H100 4,102,485 12,401 SH SOLE 0 0 12,401
KIMBERLY-CLARK CORP COM 494368103 511,410 5,249 SH SOLE 0 0 5,249
KROGER CO COM 501044101 2,725,126 46,488 SH SOLE 0 0 46,488
MASTERCARD INCORPORATED CL A 57636Q104 212,905 386 SH SOLE 0 0 386
MCDONALDS CORP COM 580135101 1,212,543 5,250 SH SOLE 0 0 5,250
META PLATFORMS INC CL A 30303M102 5,213,305 7,189 SH SOLE 0 0 7,189
MICRON TECHNOLOGY INC COM 595112103 1,831,989 1,720 SH SOLE 0 0 1,720
MICROSOFT CORP COM 594918104 7,155,016 13,950 SH SOLE 0 0 13,950
MP MATERIALS CORP COM CL A 553368101 304,406 6,437 SH SOLE 0 0 6,437
MUELLER INDS INC COM 624756102 2,014,493 33,237 SH SOLE 0 0 33,237
NETFLIX INC. COM 64110L106 699,627 10,055 SH SOLE 0 0 10,055
NEXTERA ENERGY INC COM 65339F101 2,596,117 34,277 SH SOLE 0 0 34,277
NU HLDGS LTD ORD SHS CL A G6683N103 2,990,431 236,211 SH SOLE 0 0 236,211
NUCOR CORP COM 670346105 494,598 2,116 SH SOLE 0 0 2,116
NVIDIA CORPORATION COM 67066G104 6,376,521 27,921 SH SOLE 0 0 27,921
OKTA INC CL A 679295105 668,106 3,195 SH SOLE 0 0 3,195
ORACLE CORP COM 68389X105 491,023 3,576 SH SOLE 0 0 3,576
OREILLY AUTOMOTIVE INC COM 67103H107 3,105,081 36,355 SH SOLE 0 0 36,355
PALANTIR TECHNOLOGIES INC CL A 69608A108 336,877 1,801 SH SOLE 0 0 1,801
PALO ALTO NETWORKS INC COM 697435105 1,440,646 3,626 SH SOLE 0 0 3,626
PHILIP MORRIS INTL INC COM 718172109 2,906,899 15,234 SH SOLE 0 0 15,234
PROCTER & GAMBLE CO COM 742718109 1,413,624 9,730 SH SOLE 0 0 9,730
PROGRESSIVE CORP COM 743315103 537,140 2,591 SH SOLE 0 0 2,591
QUANTA SVCS INC COM 74762E102 390,646 608 SH SOLE 0 0 608
QXO INC COM NEW 82846H405 148,486 12,702 SH SOLE 0 0 12,702
ROBINHOOD MKTS INC COM CL A 770700102 1,995,188 17,735 SH SOLE 0 0 17,735
ROCKWELL AUTOMATION INC COM 773903109 1,297,051 2,979 SH SOLE 0 0 2,979
ROSS STORES INC COM 778296103 350,333 1,501 SH SOLE 0 0 1,501
RTX CORPORATION COM 75513E101 424,498 2,287 SH SOLE 0 0 2,287
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 3,417,591 20,467 SH SOLE 0 0 20,467
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 603,087 9,806 SH SOLE 0 0 9,806
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 617,437 12,678 SH SOLE 0 0 12,678
SHELL PLC SPON ADS 780259305 996,459 10,484 SH SOLE 0 0 10,484
SIMON PPTY GROUP INC NEW COM 828806109 607,461 3,026 SH SOLE 0 0 3,026
SONIDA SENIOR LIVING INC COM 140475203 820,296 21,828 SH SOLE 0 0 21,828
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,390,024 9,214 SH SOLE 0 0 9,214
SPDR GOLD TR GOLD SHS 78463V107 1,054,927 2,770 SH SOLE 0 0 2,770
SPDR SERIES TRUST ST STR SP HCSVC 78464A573 3,597,366 27,193 SH SOLE 0 0 27,193
SPDR SERIES TRUST ST STR SP BIOT 78464A870 867,240 5,500 SH SOLE 0 0 5,500
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 2,087,730 3,179 SH SOLE 0 0 3,179
TECK RESOURCES LTD CL B 878742204 215,068 3,269 SH SOLE 0 0 3,269
TEMPUS AI INC CL A 88023B103 868,959 10,610 SH SOLE 0 0 10,610
TJX COS INC NEW COM 872540109 763,444 5,770 SH SOLE 0 0 5,770
TRAVELERS COMPANIES INC COM 89417E109 202,653 568 SH SOLE 0 0 568
UBER TECHNOLOGIES INC COM 90353T100 395,678 5,775 SH SOLE 0 0 5,775
UNION PAC CORP COM 907818108 1,559,612 5,731 SH SOLE 0 0 5,731
UNITED RENTALS INC COM 911363109 747,280 747 SH SOLE 0 0 747
UNITEDHEALTH GROUP INC COM 91324P102 1,175,356 3,202 SH SOLE 0 0 3,202
VALMONT INDS INC COM 920253101 635,209 1,372 SH SOLE 0 0 1,372
VANECK ETF TRUST URANI NUCLE ETF 92189F601 226,103 2,185 SH SOLE 0 0 2,185
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 13,623,609 274,947 SH SOLE 0 0 274,947
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4,656,486 59,462 SH SOLE 0 0 59,462
VERIZON COMMUNICATIONS INC COM 92343V104 327,598 7,142 SH SOLE 0 0 7,142
VERTIV HOLDINGS CO COM CL A 92537N108 2,358,581 9,774 SH SOLE 0 0 9,774
VISA INC COM CL A 92826C839 1,048,757 2,919 SH SOLE 0 0 2,919
VISTRA CORP COM 92840M102 729,935 5,276 SH SOLE 0 0 5,276
WALMART INC COM 931142103 5,166,128 49,713 SH SOLE 0 0 49,713
WASTE MGMT INC DEL COM 94106L109 842,597 4,132 SH SOLE 0 0 4,132