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
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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
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 34,222,709 174,829 SH SOLE 0 174,829 0 0
INVESCO QQQ TR ETF 46090E103 33,692,483 45,545 SH SOLE 0 45,545 0 0
ALPHABET INC CLASS A Equity 02079K305 14,487,518 42,105 SH SOLE 0 42,105 0 0
APPLE INC Equity 037833100 14,105,461 42,356 SH SOLE 0 42,356 0 0
ELI LILLY AND CO Equity 532457108 12,083,110 10,443 SH SOLE 0 10,443 0 0
AMAZON.COM INC Equity 023135106 10,237,075 41,088 SH SOLE 0 41,088 0 0
WELLTOWER INC REIT Equity 95040Q104 8,775,263 38,114 SH SOLE 0 38,114 0 0
BERKSHIRE HATHAWAY CLASS CLASS B Equity 084670702 7,245,670 14,551 SH SOLE 0 14,551 0 0
CATERPILLAR INC Equity 149123101 7,160,753 8,832 SH SOLE 0 8,832 0 0
COSTCO WHSL CORP NEW Equity 22160K105 7,154,178 7,859 SH SOLE 0 7,859 0 0
GE AEROSPACE Equity 369604301 6,805,802 21,793 SH SOLE 0 21,793 0 0
MICROSOFT CORP Equity 594918104 6,443,045 12,562 SH SOLE 0 12,562 0 0
MCKESSON CORP Equity 58155Q103 5,314,614 6,225 SH SOLE 0 6,225 0 0
PALO ALTO NETWORKS INC Equity 697435105 5,255,617 13,228 SH SOLE 0 13,228 0 0
WALMART INC Equity 931142103 5,061,610 48,707 SH SOLE 0 48,707 0 0
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 4,089,339 24,490 SH SOLE 0 24,490 0 0
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Equity 874039100 3,940,113 8,637 SH SOLE 0 8,637 0 0
ADVANCED MICRO DEVICES I Equity 007903107 3,840,018 6,277 SH SOLE 0 6,277 0 0
VISA INC CLASS A Equity 92826C839 3,801,289 10,579 SH SOLE 0 10,579 0 0
DEERE & CO Equity 244199105 3,499,538 5,211 SH SOLE 0 5,211 0 0
AUTOMATIC DATA PROCESSIN Equity 053015103 3,325,623 12,887 SH SOLE 0 12,887 0 0
NVIDIA CORP Equity 67066G104 3,146,960 13,779 SH SOLE 0 13,779 0 0
MASTERCARD INC CLASS CLASS A Equity 57636Q104 2,763,607 5,011 SH SOLE 0 5,011 0 0
GE VERNOVA INC Equity 36828A101 2,752,575 2,896 SH SOLE 0 2,896 0 0
INTERACTIVE BROKERS GROUCLASS CLASS A Equity 45841N107 2,715,128 31,786 SH SOLE 0 31,786 0 0
NRG ENERGY INC Equity 629377508 2,676,985 27,987 SH SOLE 0 27,987 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 2,572,815 41,834 SH SOLE 0 41,834 0 0
META PLATFORMS INC CLASS A Equity 30303M102 2,199,237 3,033 SH SOLE 0 3,033 0 0
BROADCOM INC Equity 11135F101 2,196,338 6,254 SH SOLE 0 6,254 0 0
3M CO Equity 88579Y101 1,857,028 11,313 SH SOLE 0 11,313 0 0
AMGEN INC Equity 031162100 1,801,586 4,274 SH SOLE 0 4,274 0 0
INTUITIVE SURGICAL INC Equity 46120E602 1,612,288 3,965 SH SOLE 0 3,965 0 0
ANALOG DEVICES INC Equity 032654105 1,541,873 3,887 SH SOLE 0 3,887 0 0
FREEPORT-MCMORAN INC Equity 35671D857 1,409,660 20,138 SH SOLE 0 20,138 0 0
CONSTELLATION ENERGY COR Equity 21037T109 1,376,353 5,418 SH SOLE 0 5,418 0 0
LAM RESH CORP Equity 512807108 1,288,022 3,921 SH SOLE 0 3,921 0 0
IBM CORP Equity 459200101 1,219,232 5,544 SH SOLE 0 5,544 0 0
ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 844,094 20,007 SH SOLE 0 20,007 0 0
VERTIV HLDGS CO CLASS CLASS A Equity 92537N108 824,237 3,416 SH SOLE 0 3,416 0 0
HCA HEALTHCARE INC Equity 40412C101 823,878 1,931 SH SOLE 0 1,931 0 0
TENET HEALTHCARE CORP Equity 88033G407 803,736 3,145 SH SOLE 0 3,145 0 0
US TREASU NT 3.875 03/31UST NOTE DUE 03/31/31 Fixed Income 91282CQG9 779,433 818,000 SH SOLE 0 818,000 0 0
FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND ETF 33735T109 772,222 40,178 SH SOLE 0 40,178 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 738,604 1,213 SH SOLE 0 1,213 0 0
PALANTIR TECHNOLOGIES INCLASS CLASS A Equity 69608A108 583,970 3,122 SH SOLE 0 3,122 0 0
JOHNSON & JOHNSON Equity 478160104 509,304 1,924 SH SOLE 0 1,924 0 0
ABBOTT LABS Equity 002824100 444,697 4,500 SH SOLE 0 4,500 0 0
VERTEX PHARMACEUTICALS I Equity 92532F100 440,729 843 SH SOLE 0 843 0 0
TESLA INC Equity 88160R101 430,739 1,214 SH SOLE 0 1,214 0 0
STATE STREET UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 428,790 10,872 SH SOLE 0 10,872 0 0
NEXTERA ENERGY INC Equity 65339F101 415,175 5,482 SH SOLE 0 5,482 0 0
SPOTIFY TECHNOLOGY S A F Equity L8681T102 358,712 736 SH SOLE 0 736 0 0
ISHARES SEMICONDUCTOR ETF ETF 464287523 356,784 627 SH SOLE 0 627 0 0
FORTINET INC Equity 34959E109 326,237 1,825 SH SOLE 0 1,825 0 0
LUMENTUM HLDGS INC Equity 55024U109 320,516 330 SH SOLE 0 330 0 0
ISHARES SELECT DIVIDEND ETF ETF 464287168 315,769 2,076 SH SOLE 0 2,076 0 0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES ETF 92204A702 304,146 2,420 SH SOLE 0 2,420 0 0
US TREASUR NT 3.75 04/28UST NOTE DUE 04/15/28 Fixed Income 91282CMW8 295,266 300,000 SH SOLE 0 300,000 0 0
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF ETF 78463X772 293,504 6,416 SH SOLE 0 6,416 0 0
GALLAGHER ARTHUR J & CO Equity 363576109 288,479 1,265 SH SOLE 0 1,265 0 0
MICRON TECHNOLOGY INC Equity 595112103 284,384 267 SH SOLE 0 267 0 0
TRANE TECHNOLOGIES PLC F Equity 00BK9ZQ96 284,295 629 SH SOLE 0 629 0 0
NOVARTIS AG F Equity 66987V109 272,451 1,911 SH SOLE 0 1,911 0 0
CENCORA INC CLASS SERIES A Equity 03073E105 263,089 876 SH SOLE 0 876 0 0
AMPHENOL CORP NEW CLASS A Equity 032095101 262,731 3,117 SH SOLE 0 3,117 0 0
US TREASU NT 3.625 08/30UST NOTE DUE 08/31/30 Fixed Income 91282CNX5 237,480 250,000 SH SOLE 0 250,000 0 0
RTX CORP Equity 75513E101 229,906 1,238 SH SOLE 0 1,238 0 0
SCHWAB U.S. DIVIDEND EQUITY ETF ETF 808524797 223,498 6,871 SH SOLE 0 6,871 0 0
PROSHARES ULTRAPRO QQQ ETF 74347X831 219,624 2,815 SH SOLE 0 2,815 0 0
ORACLE CORP Equity 68389X105 208,824 1,521 SH SOLE 0 1,521 0 0
SANDISK CORP Equity 80004C200 205,307 118 SH SOLE 0 118 0 0