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
AT&T INC COM 00206R102 316,554 12,974 SH SOLE 0 0 0 12,974
ARK ETF TR INNOVATION ETF 00214Q104 211,717 2,376 SH SOLE 0 0 0 2,376
ABBVIE INC COM 00287Y109 670,406 2,563 SH SOLE 0 0 0 2,563
ADVANCED MICRO DEVICES INC COM 007903107 1,449,259 2,369 SH SOLE 0 0 0 2,369
ALPHABET INC CAP STK CL C 02079K107 2,683,071 7,874 SH SOLE 0 0 0 7,874
ALPHABET INC CAP STK CL A 02079K305 256,340 745 SH SOLE 0 0 0 745
ALTRIA GROUP INC COM 02209S103 236,024 3,505 SH SOLE 0 0 0 3,505
AMAZON COM INC COM 023135106 3,332,132 13,374 SH SOLE 0 0 0 13,374
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 397,818 4,399 SH SOLE 0 0 0 4,399
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1,259,749 13,980 SH SOLE 0 0 0 13,980
AMERICAN CENTY ETF TR US SML CP VALU 025072877 333,036 2,828 SH SOLE 0 0 0 2,828
AMERICAN EXPRESS CO COM 025816109 255,444 840 SH SOLE 0 0 0 840
APPLE INC COM 037833100 5,943,283 17,847 SH SOLE 0 0 0 17,847
ARM HOLDINGS PLC SPONSORED ADS 042068205 434,490 1,500 SH SOLE 0 0 0 1,500
BANK OF AMER CORP COM 060505104 334,241 6,141 SH SOLE 0 0 0 6,141
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,018,689 4,054 SH SOLE 0 0 0 4,054
BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 411,403 28,570 SH SOLE 0 0 0 28,570
BLACKSTONE INC COM 09260D107 222,994 1,989 SH SOLE 0 0 0 1,989
BLOOM ENERGY CORP COM CL A 093712107 207,735 750 SH SOLE 0 0 0 750
BROADCOM INC COM 11135F101 2,047,680 5,831 SH SOLE 0 0 0 5,831
CSX CORP COM 126408103 216,365 4,652 SH SOLE 0 0 0 4,652
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 384,262 18,846 SH SOLE 0 0 0 18,846
CHEVRON CORPORATION COM 166764100 261,185 1,279 SH SOLE 0 0 0 1,279
CITIGROUP INC COM NEW 172967424 269,099 2,078 SH SOLE 0 0 0 2,078
CORNING INC COM 219350105 688,715 4,479 SH SOLE 0 0 0 4,479
COSTCO WHOLESALE CORPORATION COM 22160K105 697,617 766 SH SOLE 0 0 0 766
DISNEY WALT CO COM 254687106 267,837 2,553 SH SOLE 0 0 0 2,553
DUKE ENERGY CORP NEW COM NEW 26441C204 251,962 2,210 SH SOLE 0 0 0 2,210
EATON VANCE MUN INCOME TR SH BEN INT 27826U108 127,786 13,830 SH SOLE 0 0 0 13,830
ENTERPRISE PRODS PARTNERS L COM 293792107 484,545 13,607 SH SOLE 0 0 0 13,607
META PLATFORMS INC CL A 30303M102 2,683,862 3,701 SH SOLE 0 0 0 3,701
FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING 33734X192 238,113 1,452 SH SOLE 0 0 0 1,452
GABELLI EQUITY TR INC COM 362397101 179,140 34,187 SH SOLE 0 0 0 34,187
GE VERNOVA INC COM 36828A101 239,408 252 SH SOLE 0 0 0 252
GE AEROSPACE COM NEW 369604301 325,365 1,042 SH SOLE 0 0 0 1,042
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 452,112 38,576 SH SOLE 0 0 0 38,576
HARTFORD FDS EXCHANGE TRADED STRAT INCOM ETF 41653L875 284,852 8,483 SH SOLE 0 0 0 8,483
HOME DEPOT INC COM 437076102 257,116 904 SH SOLE 0 0 0 904
INVESCO QQQ TR UNIT SER 1 46090E103 4,257,261 5,755 SH SOLE 0 0 0 5,755
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 455,046 2,188 SH SOLE 0 0 0 2,188
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 5,799,665 19,038 SH SOLE 0 0 0 19,038
ISHARES TR CORE S&P TTL STK 464287150 39,035,988 234,761 SH SOLE 0 0 0 234,761
ISHARES TR SELECT DIVID ETF 464287168 267,885 1,762 SH SOLE 0 0 0 1,762
ISHARES TR RUS TP200 GR ETF 464289438 272,497 924 SH SOLE 0 0 0 924
ISHARES TR CORE MSCI EAFE 46432F842 1,744,643 18,008 SH SOLE 0 0 0 18,008
ISHARES TR CORE DIV GRWTH 46434V621 1,009,597 13,392 SH SOLE 0 0 0 13,392
ISHARES TR 0-3 MTH TREASURY 46436E718 206,293 2,049 SH SOLE 0 0 0 2,049
JPMORGAN CHASE & CO COM 46625H100 2,245,514 6,788 SH SOLE 0 0 0 6,788
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 428,379 7,620 SH SOLE 0 0 0 7,620
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 379,429 6,194 SH SOLE 0 0 0 6,194
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 266,558 46,197 SH SOLE 0 0 0 46,197
MARVELL TECHNOLOGY INC COM 573874104 562,779 2,130 SH SOLE 0 0 0 2,130
MCDONALDS CORP COM 580135101 246,473 1,067 SH SOLE 0 0 0 1,067
MERCK & CO INC COM 58933Y105 292,144 2,010 SH SOLE 0 0 0 2,010
MICROSOFT CORP COM 594918104 2,904,155 5,662 SH SOLE 0 0 0 5,662
MICRON TECHNOLOGY INC COM 595112103 759,423 713 SH SOLE 0 0 0 713
NEXTERA ENERGY INC COM 65339F101 949,628 12,538 SH SOLE 0 0 0 12,538
NVIDIA CORPORATION COM 67066G104 6,909,649 30,255 SH SOLE 0 0 0 30,255
NUVEEN FLOATING RATE INCOME COM 67072T108 339,742 45,664 SH SOLE 0 0 0 45,664
ORACLE CORP COM 68389X105 364,805 2,657 SH SOLE 0 0 0 2,657
PNC FINL SVCS GROUP INC COM 693475105 988,390 4,447 SH SOLE 0 0 0 4,447
PACER FDS TR US SM CAP CA ETF 69374H857 346,480 6,503 SH SOLE 0 0 0 6,503
PACER FDS TR US CASH COWS 100 69374H881 1,709,089 25,601 SH SOLE 0 0 0 25,601
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,409,235 7,534 SH SOLE 0 0 0 7,534
PALO ALTO NETWORKS INC COM 697435105 1,986,550 5,000 SH SOLE 0 0 0 5,000
PHILIP MORRIS INTL INC COM 718172109 267,767 1,403 SH SOLE 0 0 0 1,403
PROCTER & GAMBLE CO COM 742718109 556,634 3,831 SH SOLE 0 0 0 3,831
PUTNAM ETF TRUST FRANKLIN NY MUNI 746729763 128,268 17,499 SH SOLE 0 0 0 17,499
QUALCOMM INC COM 747525103 317,950 1,728 SH SOLE 0 0 0 1,728
RAYMOND JAMES FINL INC COM 754730109 479,674 3,036 SH SOLE 0 0 0 3,036
ROYCE SMALL CAP TRUST INC COM 780910105 182,986 10,682 SH SOLE 0 0 0 10,682
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 530,790 696 SH SOLE 0 0 0 696
SPDR GOLD TR GOLD SHS 78463V107 314,193 825 SH SOLE 0 0 0 825
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 459,040 699 SH SOLE 0 0 0 699
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9,364,172 287,863 SH SOLE 0 0 0 287,863
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 255,572 4,786 SH SOLE 0 0 0 4,786
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 221,589 1,132 SH SOLE 0 0 0 1,132
QXO INC COM NEW 82846H405 129,911 11,113 SH SOLE 0 0 0 11,113
SNOWFLAKE INC COM SHS 833445109 424,450 1,250 SH SOLE 0 0 0 1,250
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,057,830 7,012 SH SOLE 0 0 0 7,012
STARBUCKS CORP COM 855244109 650,847 6,927 SH SOLE 0 0 0 6,927
TESLA INC COM 88160R101 668,462 1,884 SH SOLE 0 0 0 1,884
VANGUARD STAR FDS VG TL INTL STK F 921909768 208,462 2,454 SH SOLE 0 0 0 2,454
VANGUARD WORLD FD MRNGSTR MEGA CAP 921910816 10,122,805 109,259 SH SOLE 0 0 0 109,259
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 245,755 2,875 SH SOLE 0 0 0 2,875
VANGUARD WELLINGTON FD US MOMENTUM 921935508 336,972 1,484 SH SOLE 0 0 0 1,484
VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 250,628 1,404 SH SOLE 0 0 0 1,404
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 475,276 6,731 SH SOLE 0 0 0 6,731
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 209,008 3,524 SH SOLE 0 0 0 3,524
VANGUARD WORLD FD INF TECH ETF 92204A702 738,876 5,880 SH SOLE 0 0 0 5,880
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 214,748 3,135 SH SOLE 0 0 0 3,135
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,291,398 27,268 SH SOLE 0 0 0 27,268
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 987,018 1,408 SH SOLE 0 0 0 1,408
VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 2,401,521 8,222 SH SOLE 0 0 0 8,222
VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 3,027,193 13,103 SH SOLE 0 0 0 13,103
VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 351,850 1,000 SH SOLE 0 0 0 1,000
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 420,999 1,480 SH SOLE 0 0 0 1,480
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 2,875,067 7,682 SH SOLE 0 0 0 7,682
VERIZON COMMUNICATIONS INC COM 92343V104 436,849 9,524 SH SOLE 0 0 0 9,524
WALMART INC COM 931142103 1,110,265 10,684 SH SOLE 0 0 0 10,684
WISDOMTREE TR US MIDCAP DIVID 97717W505 319,858 5,929 SH SOLE 0 0 0 5,929