The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Alphabet Inc | Common / Ordinary Stock | 02079K305 | 30,442 | 90 | SH | SOLE | 0 | 0 | 0 | 90 | |
| Altria Group Inc | Common / Ordinary Stock | 02209S103 | 13,390 | 200 | SH | SOLE | 0 | 0 | 0 | 200 | |
| Amazon.com Inc | Common / Ordinary Stock | 023135106 | 66,029 | 266 | SH | SOLE | 0 | 0 | 0 | 266 | |
| AMERICAN CENTY ETF TR | Exchange Traded Fund | 025072562 | 592 | 15 | SH | SOLE | 0 | 0 | 0 | 15 | |
| AMERICAN CENTY ETF TR | Exchange Traded Fund | 025072877 | 715 | 6 | SH | SOLE | 0 | 0 | 0 | 6 | |
| American Electric Power Co Inc | Common / Ordinary Stock | 025537101 | 16,526 | 138 | SH | SOLE | 0 | 0 | 0 | 138 | |
| Apple Inc | Common / Ordinary Stock | 037833100 | 1,610,640 | 4,876 | SH | SOLE | 0 | 0 | 0 | 4,876 | |
| Archer Aviation Inc | Common / Ordinary Stock | 03945R102 | 10,060 | 2,000 | SH | SOLE | 0 | 0 | 0 | 2,000 | |
| Banco Santander SA | American Depository Receipts ADR | 05964H105 | 30,119 | 2,268 | SH | SOLE | 0 | 0 | 0 | 2,268 | |
| Bank of America Corp | Common / Ordinary Stock | 060505104 | 41,909 | 780 | SH | SOLE | 0 | 0 | 0 | 780 | |
| Cigna Group/The | Common / Ordinary Stock | 125523100 | 20,365 | 76 | SH | SOLE | 0 | 0 | 0 | 76 | |
| Carrier Global Corp | Common / Ordinary Stock | 14448C104 | 7,620 | 138 | SH | SOLE | 0 | 0 | 0 | 138 | |
| Caterpillar Inc | Common / Ordinary Stock | 149123101 | 82,635 | 100 | SH | SOLE | 0 | 0 | 0 | 100 | |
| Chevron Corp | Common / Ordinary Stock | 166764100 | 313,757 | 1,515 | SH | SOLE | 0 | 0 | 0 | 1,515 | |
| Crane Co | Common / Ordinary Stock | 224408104 | 8,253 | 40 | SH | SOLE | 0 | 0 | 0 | 40 | |
| Crane NXT Co | Common / Ordinary Stock | 224441105 | 1,922 | 40 | SH | SOLE | 0 | 0 | 0 | 40 | |
| Crowdstrike Holdings Inc | Common / Ordinary Stock | 22788C105 | 513,022 | 1,928 | SH | SOLE | 0 | 0 | 0 | 1,928 | |
| ExxonMobil Holdings Corp | Common / Ordinary Stock | 30233Q108 | 437,727 | 2,672 | SH | SOLE | 0 | 0 | 0 | 2,672 | |
| FIRST TR EXCHANGE-TRADED FD | Exchange Traded Fund | 33739Q200 | 388 | 8 | SH | SOLE | 0 | 0 | 0 | 8 | |
| FIRST TR EXCHANGE-TRADED FD | Exchange Traded Fund | 33739Q705 | 193 | 4 | SH | SOLE | 0 | 0 | 0 | 4 | |
| FIRST TR EXCHNG TRADED FD VI | Exchange Traded Fund | 33740F805 | 496 | 12 | SH | SOLE | 0 | 0 | 0 | 12 | |
| Ford Motor Co | Common / Ordinary Stock | 345370860 | 48,467 | 3,950 | SH | SOLE | 0 | 0 | 0 | 3,950 | |
| Fortinet Inc | Common / Ordinary Stock | 34959E109 | 446,800 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | |
| HCA Healthcare Inc | Common / Ordinary Stock | 40412C101 | 513,149 | 1,212 | SH | SOLE | 0 | 0 | 0 | 1,212 | |
| Hartford Insurance Group Inc/The | Common / Ordinary Stock | 416515104 | 37,722 | 300 | SH | SOLE | 0 | 0 | 0 | 300 | |
| Howard Hughes Holdings Inc | Common / Ordinary Stock | 44267T102 | 25,221 | 350 | SH | SOLE | 0 | 0 | 0 | 350 | |
| INVESCO EXCH TRADED FD TR II | Exchange Traded Fund | 46138E230 | 34 | 1 | SH | SOLE | 0 | 0 | 0 | 1 | |
| ISHARES TR | Exchange Traded Fund | 464287200 | 4,604 | 6 | SH | SOLE | 0 | 0 | 0 | 6 | |
| ISHARES TR | Exchange Traded Fund | 464287499 | 1,829 | 17 | SH | SOLE | 0 | 0 | 0 | 17 | |
| ISHARES TR | Exchange Traded Fund | 464287630 | 211 | 1 | SH | SOLE | 0 | 0 | 0 | 1 | |
| ISHARES TR | Exchange Traded Fund | 464287655 | 837 | 3 | SH | SOLE | 0 | 0 | 0 | 3 | |
| ISHARES TR | Exchange Traded Fund | 464288281 | 542 | 6 | SH | SOLE | 0 | 0 | 0 | 6 | |
| ISHARES TR | Exchange Traded Fund | 464288414 | 4,966 | 49 | SH | SOLE | 0 | 0 | 0 | 49 | |
| ISHARES TR | Exchange Traded Fund | 464288661 | 907 | 8 | SH | SOLE | 0 | 0 | 0 | 8 | |
| ISHARES TR | Exchange Traded Fund | 464289479 | 626 | 14 | SH | SOLE | 0 | 0 | 0 | 14 | |
| ISHARES TR | Exchange Traded Fund | 46429B366 | 94 | 2 | SH | SOLE | 0 | 0 | 0 | 2 | |
| ISHARES TR | Exchange Traded Fund | 46429B689 | 272 | 3 | SH | SOLE | 0 | 0 | 0 | 3 | |
| ISHARES TR | Exchange Traded Fund | 46429B697 | 392 | 4 | SH | SOLE | 0 | 0 | 0 | 4 | |
| ISHARES TR | Exchange Traded Fund | 46432F842 | 2,303 | 24 | SH | SOLE | 0 | 0 | 0 | 24 | |
| ISHARES INC | Exchange Traded Fund | 46434G103 | 1,462 | 18 | SH | SOLE | 0 | 0 | 0 | 18 | |
| ISHARES TR | Exchange Traded Fund | 46435G326 | 621 | 7 | SH | SOLE | 0 | 0 | 0 | 7 | |
| ISHARES BITCOIN TRUST ETF | Exchange Traded Fund | 46438F101 | 76,017 | 1,585 | SH | SOLE | 0 | 0 | 0 | 1,585 | |
| J P MORGAN EXCHANGE TRADED F | Exchange Traded Fund | 46641Q837 | 653 | 13 | SH | SOLE | 0 | 0 | 0 | 13 | |
| Kraft Heinz Co/The | Common / Ordinary Stock | 500754106 | 5,615 | 250 | SH | SOLE | 0 | 0 | 0 | 250 | |
| Lumen Technologies Inc | Common / Ordinary Stock | 550241103 | 69,707 | 12,470 | SH | SOLE | 0 | 0 | 0 | 12,470 | |
| Lyft Inc | Common / Ordinary Stock | 55087P104 | 30,040 | 1,975 | SH | SOLE | 0 | 0 | 0 | 1,975 | |
| MP Materials Corp | Common / Ordinary Stock | 553368101 | 9,218 | 200 | SH | SOLE | 0 | 0 | 0 | 200 | |
| Marvell Technology Inc | Common / Ordinary Stock | 573874104 | 61,658 | 230 | SH | SOLE | 0 | 0 | 0 | 230 | |
| Merck & Co Inc | Common / Ordinary Stock | 58933Y105 | 53,785 | 374 | SH | SOLE | 0 | 0 | 0 | 374 | |
| NVIDIA Corp | Common / Ordinary Stock | 67066G104 | 32,320 | 140 | SH | SOLE | 0 | 0 | 0 | 140 | |
| Organon & Co | Common / Ordinary Stock | 68622V106 | 507 | 37 | SH | SOLE | 0 | 0 | 0 | 37 | |
| Otis Worldwide Corp | Common / Ordinary Stock | 68902V107 | 4,385 | 68 | SH | SOLE | 0 | 0 | 0 | 68 | |
| Palo Alto Networks Inc | Common / Ordinary Stock | 697435105 | 475,500 | 1,200 | SH | SOLE | 0 | 0 | 0 | 1,200 | |
| Pfizer Inc | Common / Ordinary Stock | 717081103 | 206,513 | 7,344 | SH | SOLE | 0 | 0 | 0 | 7,344 | |
| Phillips 66 | Common / Ordinary Stock | 718546104 | 6,606 | 25 | SH | SOLE | 0 | 0 | 0 | 25 | |
| Pinnacle Financial Partners Inc | Common / Ordinary Stock | 72348N109 | 55,359 | 585 | SH | SOLE | 0 | 0 | 0 | 585 | |
| Qualcomm Inc | Common / Ordinary Stock | 747525103 | 55,720 | 306 | SH | SOLE | 0 | 0 | 0 | 306 | |
| Quantumscape CORP | Common / Ordinary Stock | 74767V109 | 13,770 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
| RTX Corp | Common / Ordinary Stock | 75513E101 | 747,070 | 4,038 | SH | SOLE | 0 | 0 | 0 | 4,038 | |
| STATE STR SPDR S&P 500 ETF T | Exchange Traded Fund | 78462F103 | 605,080 | 792 | SH | SOLE | 0 | 0 | 0 | 792 | |
| SPDR INDEX SHS FDS | Exchange Traded Fund | 78463X509 | 567 | 11 | SH | SOLE | 0 | 0 | 0 | 11 | |
| SPDR INDEX SHS FDS | Exchange Traded Fund | 78463X889 | 4,990 | 100 | SH | SOLE | 0 | 0 | 0 | 100 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A201 | 430 | 4 | SH | SOLE | 0 | 0 | 0 | 4 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A284 | 2,202 | 94 | SH | SOLE | 0 | 0 | 0 | 94 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A383 | 169 | 8 | SH | SOLE | 0 | 0 | 0 | 8 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A391 | 143 | 7 | SH | SOLE | 0 | 0 | 0 | 7 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A409 | 3,825 | 31 | SH | SOLE | 0 | 0 | 0 | 31 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A508 | 2,450 | 40 | SH | SOLE | 0 | 0 | 0 | 40 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78464A821 | 952 | 9 | SH | SOLE | 0 | 0 | 0 | 9 | |
| SPDR SERIES TRUST | Exchange Traded Fund | 78468R101 | 687 | 24 | SH | SOLE | 0 | 0 | 0 | 24 | |
| SSGA ACTIVE TR | Exchange Traded Fund | 78470P846 | 110 | 4 | SH | SOLE | 0 | 0 | 0 | 4 | |
| SCHWAB STRATEGIC TR | Exchange Traded Fund | 808524300 | 5,040 | 140 | SH | SOLE | 0 | 0 | 0 | 140 | |
| SCHWAB STRATEGIC TR | Exchange Traded Fund | 808524409 | 401 | 12 | SH | SOLE | 0 | 0 | 0 | 12 | |
| SentinelOne Inc | Common / Ordinary Stock | 81730H109 | 81,411 | 3,300 | SH | SOLE | 0 | 0 | 0 | 3,300 | |
| SERIES PORTFOLIOS TR | Exchange Traded Fund | 81752T486 | 333 | 13 | SH | SOLE | 0 | 0 | 0 | 13 | |
| SERIES PORTFOLIOS TR | Exchange Traded Fund | 81752T528 | 368 | 14 | SH | SOLE | 0 | 0 | 0 | 14 | |
| Super Micro Computer INC | Common / Ordinary Stock | 86800U302 | 10,480 | 250 | SH | SOLE | 0 | 0 | 0 | 250 | |
| Tesla Inc | Common / Ordinary Stock | 88160R101 | 14,164 | 40 | SH | SOLE | 0 | 0 | 0 | 40 | |
| Travelers Companies Inc | Common / Ordinary Stock | 89417E109 | 215,537 | 596 | SH | SOLE | 0 | 0 | 0 | 596 | |
| Uber Technologies Inc | Common / Ordinary Stock | 90353T100 | 15,273 | 225 | SH | SOLE | 0 | 0 | 0 | 225 | |
| United Parcel Service Inc | Common / Ordinary Stock | 911312106 | 298,758 | 3,182 | SH | SOLE | 0 | 0 | 0 | 3,182 | |
| VANECK ETF TRUST | Exchange Traded Fund | 92189H300 | 392 | 16 | SH | SOLE | 0 | 0 | 0 | 16 | |
| VANECK ETF TRUST | Exchange Traded Fund | 92189H409 | 625 | 13 | SH | SOLE | 0 | 0 | 0 | 13 | |
| VANGUARD WHITEHALL FDS | Exchange Traded Fund | 921946885 | 63 | 1 | SH | SOLE | 0 | 0 | 0 | 1 | |
| VANGUARD MUN BD FDS | Exchange Traded Fund | 922907746 | 7,026 | 148 | SH | SOLE | 0 | 0 | 0 | 148 | |
| VANGUARD INDEX FDS | Exchange Traded Fund | 922908595 | 681 | 2 | SH | SOLE | 0 | 0 | 0 | 2 | |
| VANGUARD INDEX FDS | Exchange Traded Fund | 922908611 | 697 | 3 | SH | SOLE | 0 | 0 | 0 | 3 | |
| VANGUARD INDEX FDS | Exchange Traded Fund | 922908736 | 2,256 | 25 | SH | SOLE | 0 | 0 | 0 | 25 | |
| VANGUARD INDEX FDS | Exchange Traded Fund | 922908744 | 5,201 | 24 | SH | SOLE | 0 | 0 | 0 | 24 | |
| Vertiv Holdings Co | Common / Ordinary Stock | 92537N108 | 7,384 | 30 | SH | SOLE | 0 | 0 | 0 | 30 | |
| Viatris Inc | Common / Ordinary Stock | 92556V106 | 15,906 | 911 | SH | SOLE | 0 | 0 | 0 | 911 | |
| Wendy's Co/The | Common / Ordinary Stock | 95058W100 | 9,375 | 1,500 | SH | SOLE | 0 | 0 | 0 | 1,500 | |
| WISDOMTREE TR | Exchange Traded Fund | 97717W505 | 1,412 | 26 | SH | SOLE | 0 | 0 | 0 | 26 | |
| WISDOMTREE TR | Exchange Traded Fund | 97717X511 | 413 | 10 | SH | SOLE | 0 | 0 | 0 | 10 | |
| WISDOMTREE TR | Exchange Traded Fund | 97717Y527 | 554 | 11 | SH | SOLE | 0 | 0 | 0 | 11 | |
| Xeris Biopharma Holdings Inc | Common / Ordinary Stock | 98422E103 | 1,850 | 200 | SH | SOLE | 0 | 0 | 0 | 200 | |
| Joby Aviation Inc | Common / Ordinary Stock | G65163100 | 11,920 | 2,000 | SH | SOLE | 0 | 0 | 0 | 2,000 | |
| Noble Corp PLC | Common / Ordinary Stock | G65431127 | 50,064 | 1,200 | SH | SOLE | 0 | 0 | 0 | 1,200 | |
| Royal Caribbean Cruises Ltd | Common / Ordinary Stock | V7780T103 | 53,998 | 200 | SH | SOLE | 0 | 0 | 0 | 200 | |