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
ABBOTT LABORATORIES COM 002824100 1,743,558 17,642 SH SOLE 0 0 17,642
ABBVIE INC COM 00287Y109 720,942 2,756 SH SOLE 0 0 2,756
ADVANCED MICRO DEVICES INC COM 007903107 7,847,658 12,828 SH SOLE 0 0 12,828
ALPHABET INC CAP STK CL C 02079K107 926,812 2,720 SH SOLE 0 0 2,720
ALPHABET INC CAP STK CL A 02079K305 6,525,134 18,964 SH SOLE 0 0 18,964
ALTRIA GROUP INC COM 02209S103 1,367,002 20,300 SH SOLE 0 0 20,300
AMERICAN ELEC PWR CO INC COM 025537101 3,449,794 29,078 SH SOLE 0 0 29,078
AMERICAN EXPRESS CO COM 025816109 3,061,070 10,066 SH SOLE 0 0 10,066
AMERIPRISE FINL INC COM 03076C106 2,442,056 4,960 SH SOLE 0 0 4,960
APPLE INC COM 037833100 20,407,466 61,280 SH SOLE 0 0 61,280
APPLIED MATLS INC COM 038222105 433,650 848 SH SOLE 0 0 848
ARCHER DANIELS MIDLAND CO COM 039483102 516,764 6,510 SH SOLE 0 0 6,510
BANK OF AMER CORP COM 060505104 4,803,120 88,244 SH SOLE 0 0 88,244
BANK OF NY MELLON CORP COM 064058100 2,768,508 19,142 SH SOLE 0 0 19,142
BLACKROCK INCOME TR INC COM NEW 09247F209 417,028 43,668 SH SOLE 0 0 43,668
BOSTON SCIENTIFIC CORP COM 101137107 723,280 16,570 SH SOLE 0 0 16,570
BRISTOL-MYERS SQUIBB CO COM 110122108 1,622,400 26,000 SH SOLE 0 0 26,000
BROADCOM INC COM 11135F101 5,366,886 15,282 SH SOLE 0 0 15,282
CADRENAL THERAPEUTICS INC COM NEW 127636207 42,848 39,674 SH SOLE 0 0 39,674
CAPITAL ONE FINL CORP COM 14040H105 3,329,802 17,246 SH SOLE 0 0 17,246
CARDINAL HEALTH INC COM 14149Y108 952,300 4,280 SH SOLE 0 0 4,280
CATERPILLAR INC COM 149123101 6,455,510 7,962 SH SOLE 0 0 7,962
CHENIERE ENERGY INC COM NEW 16411R208 5,516,910 20,506 SH SOLE 0 0 20,506
CHEVRON CORPORATION COM 166764100 3,101,542 15,188 SH SOLE 0 0 15,188
CISCO SYS INC COM 17275R102 7,731,062 71,830 SH SOLE 0 0 71,830
CLEARWAY ENERGY INC CL C 18539C204 1,899,230 64,886 SH SOLE 0 0 64,886
COMCAST CORP NEW CL A 20030N101 1,709,466 78,560 SH SOLE 0 0 78,560
CONOCOPHILLIPS COM 20825C104 787,694 6,294 SH SOLE 0 0 6,294
CORNING INC COM 219350105 6,753,446 43,922 SH SOLE 0 0 43,922
CORTEVA INC COM 22052L104 809,462 10,424 SH SOLE 0 0 10,424
CROWDSTRIKE HLDGS INC CL A 22788C105 4,781,386 18,060 SH SOLE 0 0 18,060
CVS HEALTH CORP COM 126650100 889,290 10,378 SH SOLE 0 0 10,378
DELL TECHNOLOGIES INC CL C 24703L202 7,313,968 13,596 SH SOLE 0 0 13,596
DIGITAL RLTY TR INC COM 253868103 2,534,630 14,440 SH SOLE 0 0 14,440
DOMINION ENERGY INC COM 25746U109 2,602,536 43,002 SH SOLE 0 0 43,002
DUKE ENERGY CORP NEW COM NEW 26441C204 3,318,148 29,104 SH SOLE 0 0 29,104
ELI LILLY & CO COM 532457108 9,386,232 8,112 SH SOLE 0 0 8,112
EQUINIX INC COM 29444U700 2,780,792 2,748 SH SOLE 0 0 2,748
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 8,196,016 50,360 SH SOLE 0 0 50,360
FASTENAL CO COM 311900104 464,592 9,380 SH SOLE 0 0 9,380
FIRST SOLAR INC COM 336433107 4,134,126 23,602 SH SOLE 0 0 23,602
GE AEROSPACE COM NEW 369604301 555,252 1,778 SH SOLE 0 0 1,778
GE VERNOVA INC COM 36828A101 4,147,938 4,364 SH SOLE 0 0 4,364
GENERAC HLDGS INC COM 368736104 2,235,888 10,804 SH SOLE 0 0 10,804
GENERAL DYNAMICS CORP COM 369550108 4,333,036 13,058 SH SOLE 0 0 13,058
GLOBAL X FDS GLB X MLP ENRG I 37954Y293 3,509,992 50,272 SH SOLE 0 0 50,272
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 1,889,380 28,996 SH SOLE 0 0 28,996
GLOBAL X FDS US INFR DEV ETF 37954Y673 5,884,096 112,078 SH SOLE 0 0 112,078
GLOBAL X FDS DEFENSE TECH ETF 37960A529 1,574,216 26,202 SH SOLE 0 0 26,202
GOLDMAN SACHS GROUP INC COM 38141G104 1,944,778 2,160 SH SOLE 0 0 2,160
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,162,798 18,200 SH SOLE 0 0 18,200
HOME DEPOT INC COM 437076102 3,124,166 10,982 SH SOLE 0 0 10,982
HP INC COM 40434L105 563,040 18,000 SH SOLE 0 0 18,000
IMMUNITYBIO INC COM 45256X103 1,057,280 112,000 SH SOLE 0 0 112,000
INTEL CORP COM 458140100 2,164,140 18,000 SH SOLE 0 0 18,000
INTERNATIONAL BUSINESS MACHS COM 459200101 6,837,172 31,088 SH SOLE 0 0 31,088
INVESCO ACTIVELY MANAGED EXC VAR RATE INVT 46090A879 11,943,642 477,268 SH SOLE 0 0 477,268
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 771,280 36,058 SH SOLE 0 0 36,058
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 635,982 7,564 SH SOLE 0 0 7,564
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 27,827,910 133,776 SH SOLE 0 0 133,776
INVESCO QQQ TR UNIT SER 1 46090E103 541,512 732 SH SOLE 0 0 732
IRON MTN INC DEL COM 46284V101 3,007,162 27,104 SH SOLE 0 0 27,104
ISHARES TR CORE S&P500 ETF 464287200 585,110 764 SH SOLE 0 0 764
ISHARES TR 7-10 YR TRSY BD 464287440 934,718 10,466 SH SOLE 0 0 10,466
ISHARES TR RUS MID CAP ETF 464287499 544,434 5,102 SH SOLE 0 0 5,102
ISHARES TR CORE S&P MCP ETF 464287507 17,085,148 237,458 SH SOLE 0 0 237,458
ISHARES TR CORE S&P SCP ETF 464287804 12,727,086 93,554 SH SOLE 0 0 93,554
ISHARES TR ISHS 1-5YR INVS 464288646 1,001,764 19,554 SH SOLE 0 0 19,554
ISHARES TR 3 7 YR TREAS BD 464288661 28,094,096 247,656 SH SOLE 0 0 247,656
JOHNSON & JOHNSON COM 478160104 1,945,310 7,348 SH SOLE 0 0 7,348
JPMORGAN CHASE & CO COM 46625H100 6,024,808 18,212 SH SOLE 0 0 18,212
KINDER MORGAN INC DEL COM 49456B101 5,322,616 176,538 SH SOLE 0 0 176,538
KROGER CO COM 501044101 2,707,708 46,190 SH SOLE 0 0 46,190
LOCKHEED MARTIN CORP COM 539830109 2,414,864 4,742 SH SOLE 0 0 4,742
LOWES COS INC COM 548661107 1,639,638 8,898 SH SOLE 0 0 8,898
MARATHON PETE CORP COM 56585A102 4,626,414 11,700 SH SOLE 0 0 11,700
MARVELL TECHNOLOGY INC COM 573874104 1,043,630 3,950 SH SOLE 0 0 3,950
MCDONALDS CORP COM 580135101 964,406 4,176 SH SOLE 0 0 4,176
MEDTRONIC PLC SHS G5960L103 3,294,380 38,178 SH SOLE 0 0 38,178
MERCK & CO INC COM 58933Y105 784,384 5,398 SH SOLE 0 0 5,398
MICROSOFT CORP COM 594918104 14,467,268 28,206 SH SOLE 0 0 28,206
NEXTERA ENERGY INC COM 65339F101 2,416,394 31,904 SH SOLE 0 0 31,904
NORTHROP GRUMMAN CORP COM 666807102 1,990,970 4,118 SH SOLE 0 0 4,118
NUCOR CORP COM 670346105 815,788 3,490 SH SOLE 0 0 3,490
NVIDIA CORPORATION COM 67066G104 5,496,180 24,066 SH SOLE 0 0 24,066
OKTA INC CL A 679295105 2,936,322 14,042 SH SOLE 0 0 14,042
ORACLE CORP COM 68389X105 9,195,530 66,974 SH SOLE 0 0 66,974
PFIZER INC COM 717081103 620,082 21,742 SH SOLE 0 0 21,742
PHILLIPS 66 COM 718546104 1,673,302 6,554 SH SOLE 0 0 6,554
PUTNAM ETF TRUST FRANKLIN NY MUNI 746729763 181,162 24,716 SH SOLE 0 0 24,716
QUEST DIAGNOSTICS INC COM 74834L100 652,596 2,800 SH SOLE 0 0 2,800
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,344,000 50,000 SH SOLE 0 0 50,000
RIO TINTO PLC SPONSORED ADR 767204100 2,337,014 24,816 SH SOLE 0 0 24,816
ROCKWELL AUTOMATION INC COM 773903109 3,633,104 8,346 SH SOLE 0 0 8,346
ROSS STORES INC COM 778296103 2,800,800 12,000 SH SOLE 0 0 12,000
RTX CORPORATION COM 75513E101 12,360,948 66,582 SH SOLE 0 0 66,582
RYDER SYS INC COM 783549108 6,027,782 26,454 SH SOLE 0 0 26,454
SALESFORCE INC COM 79466L302 2,517,006 10,964 SH SOLE 0 0 10,964
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 833,216 23,190 SH SOLE 0 0 23,190
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 838,808 17,224 SH SOLE 0 0 17,224
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 635,280 3,772 SH SOLE 0 0 3,772
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 3,991,982 23,906 SH SOLE 0 0 23,906
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 2,132,892 10,896 SH SOLE 0 0 10,896
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 3,747,114 95,008 SH SOLE 0 0 95,008
SOUTHERN CO COM 842587107 3,247,314 39,176 SH SOLE 0 0 39,176
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 483,302 6,960 SH SOLE 0 0 6,960
SPDR SERIES TRUST ST STR SP BANK 78464A797 1,594,282 25,218 SH SOLE 0 0 25,218
SPDR SERIES TRUST ST STR P500ETF 78464A854 6,600,828 73,538 SH SOLE 0 0 73,538
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 893,802 1,172 SH SOLE 0 0 1,172
STRYKER CORPORATION COM 863667101 1,805,952 6,558 SH SOLE 0 0 6,558
TARGET CORP COM 87612E106 1,905,350 12,160 SH SOLE 0 0 12,160
TEXAS INSTRS INC COM 882508104 3,501,126 12,500 SH SOLE 0 0 12,500
THERMO FISHER SCIENTIFIC INC COM 883556102 5,692,296 8,432 SH SOLE 0 0 8,432
TJX COS INC NEW COM 872540109 5,898,380 44,580 SH SOLE 0 0 44,580
TRAVELERS COMPANIES INC COM 89417E109 2,852,080 8,000 SH SOLE 0 0 8,000
UNITED BANKSHARES INC WEST V COM 909907107 470,242 10,236 SH SOLE 0 0 10,236
UNITEDHEALTH GROUP INC COM 91324P102 2,078,406 5,662 SH SOLE 0 0 5,662
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,194,132 15,630 SH SOLE 0 0 15,630
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12,798,228 182,440 SH SOLE 0 0 182,440
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,245,140 7,484 SH SOLE 0 0 7,484
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 1,365,098 3,648 SH SOLE 0 0 3,648
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 906,212 10,440 SH SOLE 0 0 10,440
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 24,863,798 559,870 SH SOLE 0 0 559,870
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 13,252,654 187,688 SH SOLE 0 0 187,688
VENTURE GLOBAL INC COM CL A 92333F101 500,442 39,592 SH SOLE 0 0 39,592
WALMART INC COM 931142103 7,979,238 76,782 SH SOLE 0 0 76,782
WELLS FARGO & CO COM 949746101 2,837,772 35,450 SH SOLE 0 0 35,450
WELLTOWER INC COM 95040Q104 681,050 2,958 SH SOLE 0 0 2,958
WILLIAMS COS INC COM 969457100 6,260,514 92,108 SH SOLE 0 0 92,108
WW GRAINGER INC COM 384802104 3,692,566 2,964 SH SOLE 0 0 2,964
ZOOM COMMUNICATIONS INC CL A 98980L101 1,755,674 19,342 SH SOLE 0 0 19,342