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
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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 774,483 4,718 SH SOLE 0 0 4,718
ABBVIE INC COM 00287Y109 11,178,203 42,732 SH SOLE 0 0 42,732
ADVANCED MICRO DEVICES INC COM 007903107 3,777,006 6,174 SH SOLE 0 0 6,174
AIR PRODUCTS AND CHEMICALS I COM 009158106 2,043,236 7,344 SH SOLE 0 0 7,344
ALPHABET INC CAP STK CL A 02079K305 24,396,550 70,904 SH SOLE 0 0 70,904
ALPHABET INC CAP STK CL C 02079K107 2,112,888 6,201 SH SOLE 0 0 6,201
ALTRIA GROUP INC COM 02209S103 351,302 5,217 SH SOLE 0 0 5,217
AMAZON COM INC COM 023135106 21,630,456 86,817 SH SOLE 0 0 86,817
AMERICAN CENTY ETF TR US SML CP VALU 025072877 1,074,651 9,125 SH SOLE 0 0 9,125
AMERICAN ELEC PWR CO INC COM 025537101 753,008 6,347 SH SOLE 0 0 6,347
AMERICAN EXPRESS CO COM 025816109 1,574,242 5,177 SH SOLE 0 0 5,177
AMGEN INC COM 031162100 272,664 647 SH SOLE 0 0 647
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 1,247,980 10,293 SH SOLE 0 0 10,293
ANALOG DEVICES INC COM 032654105 368,419 929 SH SOLE 0 0 929
APPLE INC COM 037833100 54,479,840 163,593 SH SOLE 0 0 163,593
APPLIED MATLS INC COM 038222105 487,651 954 SH SOLE 0 0 954
ARISTA NETWORKS INC COM SHS 040413205 1,947,949 9,568 SH SOLE 0 0 9,568
ASTRAZENECA PLC ORD G0593M107 278,374 1,724 SH SOLE 0 0 1,724
AT&T INC COM 00206R102 1,181,584 48,426 SH SOLE 0 0 48,426
AXON ENTERPRISE INC COM 05464C101 1,776,274 4,204 SH SOLE 0 0 4,204
BANK OF AMER CORP COM 060505104 1,660,742 30,512 SH SOLE 0 0 30,512
BANK OF NY MELLON CORP COM 064058100 844,387 5,838 SH SOLE 0 0 5,838
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,566,965 13,188 SH SOLE 0 0 13,188
BLACKROCK INC COM 09290D101 605,051 572 SH SOLE 0 0 572
BLACKROCK RES & COMMODITIES SHS 09257A108 118,700 10,000 SH SOLE 0 0 10,000
BLACKSTONE INC COM 09260D107 335,485 2,993 SH SOLE 0 0 2,993
BOEING CO COM 097023105 1,359,653 7,308 SH SOLE 0 0 7,308
BOSTON SCIENTIFIC CORP COM 101137107 968,026 22,177 SH SOLE 0 0 22,177
BROADCOM INC COM 11135F101 4,186,285 11,920 SH SOLE 0 0 11,920
CATERPILLAR INC COM 149123101 1,911,945 2,358 SH SOLE 0 0 2,358
CHENIERE ENERGY INC COM NEW 16411R208 3,089,970 11,486 SH SOLE 0 0 11,486
CHEVRON CORPORATION COM 166764100 4,111,844 20,135 SH SOLE 0 0 20,135
CHUBB LIMITED COM H1467J104 419,208 1,289 SH SOLE 0 0 1,289
CISCO SYS INC COM 17275R102 582,202 5,409 SH SOLE 0 0 5,409
CITIZENS FINL GROUP INC COM 174610105 1,356,175 21,270 SH SOLE 0 0 21,270
COCA COLA CO COM 191216100 924,147 10,736 SH SOLE 0 0 10,736
COHEN & STEERS QUALITY INCOM COM 19247L106 294,551 27,023 SH SOLE 0 0 27,023
CONSOLIDATED EDISON INC COM 209115104 401,685 3,930 SH SOLE 0 0 3,930
CONSTELLATION ENERGY CORP COM 21037T109 2,974,279 11,709 SH SOLE 0 0 11,709
CORNING INC COM 219350105 570,737 3,712 SH SOLE 0 0 3,712
CORTEVA INC COM 22052L104 432,680 5,572 SH SOLE 0 0 5,572
COSTCO WHOLESALE CORPORATION COM 22160K105 4,015,129 4,411 SH SOLE 0 0 4,411
CROWDSTRIKE HLDGS INC CL A 22788C105 9,277,105 35,041 SH SOLE 0 0 35,041
DANAHER CORP DEL COM 235851102 1,752,011 7,908 SH SOLE 0 0 7,908
DBX ETF TR XTRACK MSCI EAFE 233051200 2,760,193 50,231 SH SOLE 0 0 50,231
DELTA AIR LINES INC COM NEW 247361702 211,488 2,534 SH SOLE 0 0 2,534
DTE ENERGY CO COM 233331107 269,665 2,214 SH SOLE 0 0 2,214
DUKE ENERGY CORP NEW COM NEW 26441C204 1,081,684 9,488 SH SOLE 0 0 9,488
EATON CORP PLC SHS G29183103 6,339,512 14,753 SH SOLE 0 0 14,753
ELI LILLY & CO COM 532457108 2,429,464 2,100 SH SOLE 0 0 2,100
EMERSON ELEC CO COM 291011104 732,699 4,724 SH SOLE 0 0 4,724
ENBRIDGE INC COM 29250N105 921,478 19,821 SH SOLE 0 0 19,821
ENTERPRISE PRODS PARTNERS L COM 293792107 411,908 11,567 SH SOLE 0 0 11,567
EXELON CORP COM 30161N101 342,270 8,472 SH SOLE 0 0 8,472
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 572,565 16,890 SH SOLE 0 0 16,890
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 826,141 8,014 SH SOLE 0 0 8,014
GE AEROSPACE COM NEW 369604301 782,827 2,507 SH SOLE 0 0 2,507
GE VERNOVA INC COM 36828A101 1,028,121 1,082 SH SOLE 0 0 1,082
GLOBAL X FDS US INFR DEV ETF 37954Y673 395,115 7,526 SH SOLE 0 0 7,526
GLOBAL X FDS DEFENSE TECH ETF 37960A529 273,998 4,561 SH SOLE 0 0 4,561
GOLDMAN SACHS GROUP INC COM 38141G104 8,315,902 9,236 SH SOLE 0 0 9,236
HARTFORD INSURANCE GROUP INC COM 416515104 222,716 1,820 SH SOLE 0 0 1,820
HEICO CORP NEW CL A 422806208 726,134 3,180 SH SOLE 0 0 3,180
HOME DEPOT INC COM 437076102 7,552,009 26,546 SH SOLE 0 0 26,546
HONEYWELL AEROSPACE INC COM 43849R105 356,586 2,301 SH SOLE 0 0 2,301
HONEYWELL INTL INC COM 438516205 496,215 2,352 SH SOLE 0 0 2,352
ILLINOIS TOOL WKS INC COM 452308109 358,172 1,392 SH SOLE 0 0 1,392
INGERSOLL RAND INC COM 45687V106 323,694 4,310 SH SOLE 0 0 4,310
INTEL CORP COM 458140100 1,381,082 11,487 SH SOLE 0 0 11,487
INTERNATIONAL BUSINESS MACHS COM 459200101 1,461,838 6,647 SH SOLE 0 0 6,647
INTERNATIONAL PAPER CO COM 460146103 652,122 19,660 SH SOLE 0 0 19,660
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7,136,809 23,427 SH SOLE 0 0 23,427
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 216,422 2,574 SH SOLE 0 0 2,574
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 208,556 1,349 SH SOLE 0 0 1,349
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 320,876 2,986 SH SOLE 0 0 2,986
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 252,573 3,835 SH SOLE 0 0 3,835
INVESCO LTD SHS G491BT108 226,200 7,500 SH SOLE 0 0 7,500
INVESCO QQQ TR UNIT SER 1 46090E103 7,603,000 10,278 SH SOLE 0 0 10,278
ISHARES TR RUS 1000 GRW ETF 464287614 267,555 2,136 SH SOLE 0 0 2,136
ISHARES TR RUS MID CAP ETF 464287499 1,639,492 15,364 SH SOLE 0 0 15,364
ISHARES TR RUS 1000 ETF 464287622 830,096 1,995 SH SOLE 0 0 1,995
ISHARES TR 0-3 MTH TREASURY 46436E718 3,038,137 30,176 SH SOLE 0 0 30,176
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1,273,536 22,653 SH SOLE 0 0 22,653
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 888,337 14,501 SH SOLE 0 0 14,501
JACKSON FINANCIAL INC COM CL A 46817M107 1,538,908 11,900 SH SOLE 0 0 11,900
JACOBS SOLUTIONS INC COM 46982L108 2,190,052 16,190 SH SOLE 0 0 16,190
JOHNSON & JOHNSON COM 478160104 336,870 1,272 SH SOLE 0 0 1,272
JPMORGAN CHASE & CO COM 46625H100 12,234,282 36,981 SH SOLE 0 0 36,981
LABCORP HOLDINGS INC COM SHS 504922105 1,103,650 3,582 SH SOLE 0 0 3,582
LOCKHEED MARTIN CORP COM 539830109 1,034,480 2,031 SH SOLE 0 0 2,031
LOWES COS INC COM 548661107 745,939 4,048 SH SOLE 0 0 4,048
MARVELL TECHNOLOGY INC COM 573874104 244,658 926 SH SOLE 0 0 926
MASTERCARD INCORPORATED CL A 57636Q104 3,058,537 5,546 SH SOLE 0 0 5,546
MCDONALDS CORP COM 580135101 503,899 2,182 SH SOLE 0 0 2,182
MERCK & CO INC COM 58933Y105 1,218,070 8,383 SH SOLE 0 0 8,383
META PLATFORMS INC CL A 30303M102 10,118,469 13,953 SH SOLE 0 0 13,953
METLIFE INC COM 59156R108 3,058,177 32,479 SH SOLE 0 0 32,479
MICRON TECHNOLOGY INC COM 595112103 467,583 439 SH SOLE 0 0 439
MICROSOFT CORP COM 594918104 29,444,306 57,408 SH SOLE 0 0 57,408
MORGAN STANLEY COM NEW 617446448 731,873 3,891 SH SOLE 0 0 3,891
NUCOR CORP COM 670346105 1,103,066 4,719 SH SOLE 0 0 4,719
NUVEEN QUALITY MUNCP INCOME COM 67066V101 107,161 10,589 SH SOLE 0 0 10,589
NVIDIA CORPORATION COM 67066G104 16,086,853 70,439 SH SOLE 0 0 70,439
ORACLE CORP COM 68389X105 589,355 4,292 SH SOLE 0 0 4,292
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,170,902 11,606 SH SOLE 0 0 11,606
PALO ALTO NETWORKS INC COM 697435105 2,263,475 5,697 SH SOLE 0 0 5,697
PARKER-HANNIFIN CORP COM 701094104 5,372,951 5,624 SH SOLE 0 0 5,624
PFIZER INC COM 717081103 519,520 18,216 SH SOLE 0 0 18,216
PHILIP MORRIS INTL INC COM 718172109 601,813 3,154 SH SOLE 0 0 3,154
PHILLIPS 66 COM 718546104 1,793,838 7,026 SH SOLE 0 0 7,026
PIMCO ETF TR ACTIVE BD ETF 72201R775 1,770,896 20,357 SH SOLE 0 0 20,357
PRICE T ROWE GROUP INC COM 74144T108 301,745 2,900 SH SOLE 0 0 2,900
PROCTER & GAMBLE CO COM 742718109 1,523,458 10,486 SH SOLE 0 0 10,486
PROSHARES TR S&P 500 DV ARIST 74348A467 257,300 4,756 SH SOLE 0 0 4,756
PRUDENTIAL FINL INC COM 744320102 717,258 6,315 SH SOLE 0 0 6,315
QUALCOMM INC COM 747525103 408,959 2,222 SH SOLE 0 0 2,222
RTX CORPORATION COM 75513E101 760,909 4,099 SH SOLE 0 0 4,099
SALESFORCE INC COM 79466L302 670,874 2,922 SH SOLE 0 0 2,922
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2,368,564 65,922 SH SOLE 0 0 65,922
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 28,922,922 986,794 SH SOLE 0 0 986,794
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,228,244 37,757 SH SOLE 0 0 37,757
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1,267,021 20,602 SH SOLE 0 0 20,602
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 451,943 11,459 SH SOLE 0 0 11,459
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 610,544 3,625 SH SOLE 0 0 3,625
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 330,439 6,188 SH SOLE 0 0 6,188
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 6,856,757 35,028 SH SOLE 0 0 35,028
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 532,417 3,189 SH SOLE 0 0 3,189
SERVICENOW INC COM 81762P102 593,262 4,427 SH SOLE 0 0 4,427
SHELL PLC SPON ADS 780259305 570,300 6,000 SH SOLE 0 0 6,000
SOUTHERN CO COM 842587107 236,947 2,859 SH SOLE 0 0 2,859
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 552,751 3,664 SH SOLE 0 0 3,664
SPDR GOLD TR GOLD SHS 78463V107 902,591 2,370 SH SOLE 0 0 2,370
SPDR SERIES TRUST ST STR P500ETF 78464A854 11,448,606 127,547 SH SOLE 0 0 127,547
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 21,609,882 235,813 SH SOLE 0 0 235,813
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,300,639 3,017 SH SOLE 0 0 3,017
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 335,579 511 SH SOLE 0 0 511
TESLA INC COM 88160R101 1,252,834 3,531 SH SOLE 0 0 3,531
THERMO FISHER SCIENTIFIC INC COM 883556102 1,858,028 2,752 SH SOLE 0 0 2,752
TJX COS INC NEW COM 872540109 1,831,664 13,844 SH SOLE 0 0 13,844
TOLL BROTHERS INC COM 889478103 256,025 1,900 SH SOLE 0 0 1,900
TOTALENERGIES SE ACT F92124100 244,359 2,858 SH SOLE 0 0 2,858
TRANE TECHNOLOGIES PLC SHS G8994E103 1,174,696 2,599 SH SOLE 0 0 2,599
TRAVELERS COMPANIES INC COM 89417E109 1,141,449 3,202 SH SOLE 0 0 3,202
TRUIST FINL CORP COM 89832Q109 728,757 15,740 SH SOLE 0 0 15,740
UBER TECHNOLOGIES INC COM 90353T100 1,562,645 22,809 SH SOLE 0 0 22,809
UNITED AIRLS HLDGS INC COM 910047109 332,850 3,000 SH SOLE 0 0 3,000
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 412,578 2,110 SH SOLE 0 0 2,110
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,895,525 13,081 SH SOLE 0 0 13,081
VANGUARD INDEX FDS MID CAP ETF 922908629 363,555 4,636 SH SOLE 0 0 4,636
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3,224,688 38,866 SH SOLE 0 0 38,866
VANGUARD NY TAX FREE FDS TAX EXEMPT BD 92204H400 337,283 3,465 SH SOLE 0 0 3,465
VANGUARD STAR FDS VG TL INTL STK F 921909768 301,918 3,554 SH SOLE 0 0 3,554
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 432,510 1,186 SH SOLE 0 0 1,186
VEEVA SYS INC CL A COM 922475108 269,465 944 SH SOLE 0 0 944
VERIZON COMMUNICATIONS INC COM 92343V104 1,318,270 28,739 SH SOLE 0 0 28,739
VERTEX PHARMACEUTICALS INC COM 92532F100 398,381 762 SH SOLE 0 0 762
VISA INC COM CL A 92826C839 12,018,467 33,447 SH SOLE 0 0 33,447
WALMART INC COM 931142103 851,616 8,195 SH SOLE 0 0 8,195
WASTE MGMT INC DEL COM 94106L109 6,942,068 34,043 SH SOLE 0 0 34,043
WILLIAMS COS INC COM 969457100 210,241 3,093 SH SOLE 0 0 3,093
WW GRAINGER INC COM 384802104 546,681 439 SH SOLE 0 0 439