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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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
Eaton Corp PLC SHS G29183103 13,955,051 32,476 SH SOLE 0 0 32,476
ALPS ETF TR Alerian MLP 00162Q452 292,552 5,640 SH SOLE 0 0 5,640
AT&T Inc COM 00206R102 20,466,094 838,774 SH SOLE 0 0 838,774
Abbvie Inc COM 00287Y109 9,487,212 36,267 SH SOLE 0 0 36,267
Aberdeen STD Silver ETF TR PHYSCL SILVR SHS 003264108 3,214,741 56,094 SH SOLE 0 0 56,094
Advanced Micro Devices Inc COM 007903107 1,287,755 2,105 SH SOLE 0 0 2,105
Apple Inc COM 037833100 29,650,496 89,035 SH SOLE 0 0 89,035
Allstate Corp COM 020002101 221,172 997 SH SOLE 0 0 997
Alphabet Inc CAP STK CL C 02079K107 351,618 1,032 SH SOLE 0 0 1,032
Alphabet Inc CAP STK CL A 02079K305 43,952,741 127,740 SH SOLE 0 0 127,740
Altria Group Inc COM 02209S103 20,375,216 302,572 SH SOLE 0 0 302,572
Amazon Com Inc COM 023135106 36,959,368 148,342 SH SOLE 0 0 148,342
Amphenol Corp CL A 032095101 22,325,779 264,837 SH SOLE 0 0 264,837
Analog Devices Inc COM 032654105 18,191,583 45,856 SH SOLE 0 0 45,856
Automatic Data Processing In COM 053015103 1,176,889 4,561 SH SOLE 0 0 4,561
Berkshire Hathaway Inc Del CL A 084670108 3,735,025 5 SH SOLE 0 0 5
Berkshire Hathaway Inc Del CL B New 084670702 618,721 1,243 SH SOLE 0 0 1,243
Blackrock Inc COM 09290D101 418,777 396 SH SOLE 0 0 396
Broadcom Inc COM 11135F101 44,750,563 127,426 SH SOLE 0 0 127,426
Caterpillar Inc Del COM 149123101 39,155,689 48,293 SH SOLE 0 0 48,293
Chevron Corp New COM 166764100 22,341,103 109,403 SH SOLE 0 0 109,403
Coca Cola Co COM 191216100 13,210,058 153,463 SH SOLE 0 0 153,463
Colgate Palmolive Co COM 194162103 1,258,320 14,748 SH SOLE 0 0 14,748
Corning Inc COM 219350105 337,678 2,196 SH SOLE 0 0 2,196
Costco WHSL Corp New COM 22160K105 12,806,291 14,068 SH SOLE 0 0 14,068
Cummins Inc COM 231021106 20,335,403 39,366 SH SOLE 0 0 39,366
Dell Technologies Inc CL C 24703L202 84,791,658 157,620 SH SOLE 0 0 157,620
Duke Energy Corp New COM NEW 26441C204 6,288,400 55,157 SH SOLE 0 0 55,157
Emerson Elec Co COM 291011104 19,247,633 124,098 SH SOLE 0 0 124,098
Enterprise Prods Partners L COM 293792107 220,208 6,184 SH SOLE 0 0 6,184
Exxon Mobil Corp COM 30231G102 27,626,430 169,748 SH SOLE 0 0 169,748
Meta Platforms Inc CL A 30303M102 23,632,807 32,589 SH SOLE 0 0 32,589
Fidelity Covington Trust MSCI HLTH CARE I 316092600 438,584 5,368 SH SOLE 0 0 5,368
Fidelity Covington Trust MSCI UTILS INDEX 316092865 3,755,215 73,560 SH SOLE 0 0 73,560
Fortis Inc COM 349553107 6,756,568 127,917 SH SOLE 0 0 127,917
Freeport McMoran Inc CL B 35671D857 827,311 11,819 SH SOLE 0 0 11,819
General Dynamics Corp COM 369550108 11,232,712 33,851 SH SOLE 0 0 33,851
Global X FDS GLOBAL X COPPER 37954Y830 1,978,098 23,354 SH SOLE 0 0 23,354
Home Depot Inc COM 437076102 4,843,841 17,026 SH SOLE 0 0 17,026
Intel Corp COM 458140100 1,139,624 9,479 SH SOLE 0 0 9,479
International Business Machs COM 459200101 16,537,121 75,193 SH SOLE 0 0 75,193
iShares Silver Trust iShares 46428Q109 30,958,060 567,934 SH SOLE 0 0 567,934
JPMorgan Chase & Co COM 46625H100 23,092,787 69,803 SH SOLE 0 0 69,803
Johnson & Johnson COM 478160104 20,131,633 76,043 SH SOLE 0 0 76,043
Kinder Morgan Inc Del COM 49456B101 22,474,618 745,427 SH SOLE 0 0 745,427
Kroger Co COM 501044101 19,782,496 337,470 SH SOLE 0 0 337,470
L3 Harris Technologies Inc COM 502431109 16,510,156 69,728 SH SOLE 0 0 69,728
Eli Lilly & Co COM 532457108 22,151,721 19,145 SH SOLE 0 0 19,145
Lockheed Martin Corp COM 539830109 225,605 443 SH SOLE 0 0 443
Lowes Cos Inc COM 548661107 9,443,855 51,245 SH SOLE 0 0 51,245
Marvell Technology Inc COM 573874104 246,372 932 SH SOLE 0 0 932
McDonalds Corp COM 580135101 10,618,052 45,978 SH SOLE 0 0 45,978
Merck & Co Inc COM 58933Y105 252,170 1,735 SH SOLE 0 0 1,735
Microsoft Corp COM 594918104 23,047,475 44,936 SH SOLE 0 0 44,936
Micron Technology Inc COM 595112103 67,234,603 63,125 SH SOLE 0 0 63,125
Newmont Corp COM 651639106 368,776 3,197 SH SOLE 0 0 3,197
Nextera Energy Inc COM 65339F101 8,786,328 116,006 SH SOLE 0 0 116,006
Norfolk Southern Corp COM 655844108 8,842,300 28,616 SH SOLE 0 0 28,616
Northrop Grumman Corp COM 666807102 7,935,001 16,412 SH SOLE 0 0 16,412
Nvidia Corporation COM 67066G104 43,232,876 189,302 SH SOLE 0 0 189,302
Oracle Corp COM 68389X105 15,356,830 111,849 SH SOLE 0 0 111,849
PNC Finl Svcs Group Inc COM 693475105 20,034,166 90,138 SH SOLE 0 0 90,138
Pepsico Inc COM 713448108 351,144 2,771 SH SOLE 0 0 2,771
Pfizer Inc COM 717081103 201,855 7,078 SH SOLE 0 0 7,078
Phillips 66 COM 718546104 28,097,756 110,053 SH SOLE 0 0 110,053
Procter & Gamble Co COM 742718109 13,868,191 95,458 SH SOLE 0 0 95,458
Qualcomm Inc COM 747525103 6,743,806 36,643 SH SOLE 0 0 36,643
RTX Corporation COM 75513E101 284,403 1,532 SH SOLE 0 0 1,532
Rockwell Automation Inc COM 773903109 2,607,180 5,989 SH SOLE 0 0 5,989
SPDR Gold Trust Gold SHS 78463V107 43,227,031 113,504 SH SOLE 0 0 113,504
Sanofi Sponsored ADR 80105N105 869,087 21,079 SH SOLE 0 0 21,079
Select Sector SPDR Tr St Str Techn ETF 81369Y803 601,749 3,074 SH SOLE 0 0 3,074
Southern Co COM 842587107 18,994,137 229,149 SH SOLE 0 0 229,149
Sprott Asset Management LP Physical Gold AN 85208R101 441,776 10,635 SH SOLE 0 0 10,635
Sterling Infrastructure Inc COM 859241101 24,692,274 50,210 SH SOLE 0 0 50,210
Taiwan Semiconductor Mfg Ltd Sponsored ADS 874039100 1,514,735 3,320 SH SOLE 0 0 3,320
Tesla Inc COM 88160R101 906,868 2,556 SH SOLE 0 0 2,556
Texas Instrs Inc COM 882508104 17,355,989 61,966 SH SOLE 0 0 61,966
3M Co COM 88579Y101 546,527 3,329 SH SOLE 0 0 3,329
Union Pac Corp COM 907818108 570,501 2,096 SH SOLE 0 0 2,096
Valero Energy Corp COM 91913Y100 31,595,517 81,514 SH SOLE 0 0 81,514
Vaneck ETF Trust Semiconductr ETF 92189F676 215,608 354 SH SOLE 0 0 354
Vaneck ETF Trust Rare Earth and S 92189H805 1,293,298 20,126 SH SOLE 0 0 20,126
Vanguard Group DIV APP ETF 921908844 2,135,691 9,154 SH SOLE 0 0 9,154
Vanguard Whitehall FDS INC HIGH DIV YLD 921946406 4,275,241 27,547 SH SOLE 0 0 27,547
Vanguard World FDS Consum STP ETF 92204A207 767,310 3,516 SH SOLE 0 0 3,516
Vanguard NY Tax Free FDS TAX EXEMPT BD 92204H400 601,626 6,181 SH SOLE 0 0 6,181
Vanguard INTL Equity Index F ALLWRLD EX US 922042775 1,031,541 12,433 SH SOLE 0 0 12,433
Vanguard Index FDS S&P 500 ETF SHS 922908363 422,826 603 SH SOLE 0 0 603
Vanguard Index FDS TOTAL STK MKT 922908769 2,292,160 6,125 SH SOLE 0 0 6,125
Verizon Communications Inc COM 92343V104 16,108,512 351,178 SH SOLE 0 0 351,178
Vertiv Holdings Co Com CL A 92537N108 23,851,881 98,843 SH SOLE 0 0 98,843
Visa Inc Com CL A 92826C839 30,086,564 83,730 SH SOLE 0 0 83,730
WEC Energy Group Inc COM 92939U106 1,452,666 14,414 SH SOLE 0 0 14,414
Wal-Mart Stores Inc COM 931142103 22,740,664 218,829 SH SOLE 0 0 218,829
Williams Cos Inc COM 969457100 21,064,129 309,903 SH SOLE 0 0 309,903
World Gold TR SPRD GLD Minis 98149E204 50,149,062 610,234 SH SOLE 0 0 610,234