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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 473,570 | 2,831 | SH | SOLE | 0 | 0 | 0 | 2,831 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 875,374 | 3,126 | SH | SOLE | 0 | 0 | 0 | 3,126 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,309,775 | 22,675 | SH | SOLE | 0 | 0 | 0 | 22,675 | |
| ALTRIA GROUP INC | COM | 02209S103 | 261,211 | 3,395 | SH | SOLE | 0 | 0 | 0 | 3,395 | |
| AMAZON COM INC | COM | 023135106 | 4,189,030 | 16,710 | SH | SOLE | 0 | 0 | 0 | 16,710 | |
| AMGEN INC | COM | 031162100 | 5,219,618 | 11,316 | SH | SOLE | 0 | 0 | 0 | 11,316 | |
| APPLE INC | COM | 037833100 | 12,533,907 | 37,764 | SH | SOLE | 0 | 0 | 0 | 37,764 | |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 6,039,377 | 3,891 | SH | SOLE | 0 | 0 | 0 | 3,891 | |
| AT&T INC | COM | 00206R102 | 207,269 | 9,690 | SH | SOLE | 0 | 0 | 0 | 9,690 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 269,065 | 483 | SH | SOLE | 0 | 0 | 0 | 483 | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | 264,171 | 6,257 | SH | SOLE | 0 | 0 | 0 | 6,257 | |
| BLACKSTONE INC | COM | 09260D107 | 2,173,493 | 18,390 | SH | SOLE | 0 | 0 | 0 | 18,390 | |
| BLOOM ENERGY CORP | COM CL A | 093712107 | 2,339,129 | 10,930 | SH | SOLE | 0 | 0 | 0 | 10,930 | |
| BLUE RIDGE BANKSHARES INC VA | COM | 095825105 | 49,750 | 12,500 | SH | SOLE | 0 | 0 | 0 | 12,500 | |
| BOEING CO | COM | 097023105 | 211,438 | 1,220 | SH | SOLE | 0 | 0 | 0 | 1,220 | |
| CBRE GROUP INC | CL A | 12504L109 | 301,532 | 2,225 | SH | SOLE | 0 | 0 | 0 | 2,225 | |
| CHEVRON CORPORATION | COM | 166764100 | 487,710 | 2,165 | SH | SOLE | 0 | 0 | 0 | 2,165 | |
| CHURCHILL CAP CORP XI | CL A ORD SHS | G2131A108 | 169,971 | 15,900 | SH | SOLE | 0 | 0 | 0 | 15,900 | |
| DEXCOM INC | COM | 252131107 | 3,827,406 | 46,130 | SH | SOLE | 0 | 0 | 0 | 46,130 | |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 4,562,674 | 25,711 | SH | SOLE | 0 | 0 | 0 | 25,711 | |
| FEDEX CORP | COM | 31428X106 | 2,480,238 | 7,799 | SH | SOLE | 0 | 0 | 0 | 7,799 | |
| GE AEROSPACE | COM NEW | 369604301 | 3,551,455 | 11,075 | SH | SOLE | 0 | 0 | 0 | 11,075 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 474,032 | 529 | SH | SOLE | 0 | 0 | 0 | 529 | |
| GRAIL INC | COM | 384747101 | 398,798 | 2,860 | SH | SOLE | 0 | 0 | 0 | 2,860 | |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | 2,321,827 | 60,480 | SH | SOLE | 0 | 0 | 0 | 60,480 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,219,996 | 2,768 | SH | SOLE | 0 | 0 | 0 | 2,768 | |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 46138G631 | 1,579,777 | 35,847 | SH | SOLE | 0 | 0 | 0 | 35,847 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,601,655 | 6,715 | SH | SOLE | 0 | 0 | 0 | 6,715 | |
| ISHARES TR | CORE S&P500 ETF | 464287200 | 284,205 | 375 | SH | SOLE | 0 | 0 | 0 | 375 | |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | 612,273 | 4,649 | SH | SOLE | 0 | 0 | 0 | 4,649 | |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 389,453 | 4,053 | SH | SOLE | 0 | 0 | 0 | 4,053 | |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | 2,205,512 | 32,825 | SH | SOLE | 0 | 0 | 0 | 32,825 | |
| ISHARES TR | US AER DEF ETF | 464288760 | 1,146,782 | 5,305 | SH | SOLE | 0 | 0 | 0 | 5,305 | |
| ISHARES TR | U.S. PHARMA ETF | 464288836 | 279,286 | 2,617 | SH | SOLE | 0 | 0 | 0 | 2,617 | |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | 392,282 | 9,276 | SH | SOLE | 0 | 0 | 0 | 9,276 | |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 | 355,844 | 3,805 | SH | SOLE | 0 | 0 | 0 | 3,805 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 4,003,035 | 11,844 | SH | SOLE | 0 | 0 | 0 | 11,844 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 4,719,265 | 143,574 | SH | SOLE | 0 | 0 | 0 | 143,574 | |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 2,415,174 | 8,698 | SH | SOLE | 0 | 0 | 0 | 8,698 | |
| LAMAR ADVERTISING CO | CL A | 512816109 | 4,281,308 | 27,306 | SH | SOLE | 0 | 0 | 0 | 27,306 | |
| LEIDOS HOLDINGS INC | COM | 525327102 | 204,640 | 1,519 | SH | SOLE | 0 | 0 | 0 | 1,519 | |
| META PLATFORMS INC | CL A | 30303M102 | 2,320,794 | 3,737 | SH | SOLE | 0 | 0 | 0 | 3,737 | |
| MICROSOFT CORP | COM | 594918104 | 430,907 | 827 | SH | SOLE | 0 | 0 | 0 | 827 | |
| NEWMARKET CORP | COM | 651587107 | 209,922 | 280 | SH | SOLE | 0 | 0 | 0 | 280 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 548,649 | 997 | SH | SOLE | 0 | 0 | 0 | 997 | |
| NVIDIA CORPORATION | COM | 67066G104 | 18,582,086 | 89,903 | SH | SOLE | 0 | 0 | 0 | 89,903 | |
| ORACLE CORP | COM | 68389X105 | 4,366,679 | 34,604 | SH | SOLE | 0 | 0 | 0 | 34,604 | |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 13,090,277 | 74,631 | SH | SOLE | 0 | 0 | 0 | 74,631 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 7,460,311 | 21,303 | SH | SOLE | 0 | 0 | 0 | 21,303 | |
| PEPSICO INC | COM | 713448108 | 205,905 | 1,500 | SH | SOLE | 0 | 0 | 0 | 1,500 | |
| PHILLIPS 66 | COM | 718546104 | 6,664,434 | 24,507 | SH | SOLE | 0 | 0 | 0 | 24,507 | |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | 5,389,696 | 52,378 | SH | SOLE | 0 | 0 | 0 | 52,378 | |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 7,798,560 | 8,012 | SH | SOLE | 0 | 0 | 0 | 8,012 | |
| RTX CORPORATION | COM | 75513E101 | 5,271,397 | 25,863 | SH | SOLE | 0 | 0 | 0 | 25,863 | |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 509,835 | 7,646 | SH | SOLE | 0 | 0 | 0 | 7,646 | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 278,886 | 1,580 | SH | SOLE | 0 | 0 | 0 | 1,580 | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | 382,624 | 740 | SH | SOLE | 0 | 0 | 0 | 740 | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | 396,283 | 586 | SH | SOLE | 0 | 0 | 0 | 586 | |
| T ROWE PRICE EXCHANGE-TRADED | PRICE BLUE CHIP | 87283Q107 | 1,073,347 | 22,172 | SH | SOLE | 0 | 0 | 0 | 22,172 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,316,440 | 6,181 | SH | SOLE | 0 | 0 | 0 | 6,181 | |
| TOAST INC | CL A | 888787108 | 3,854,274 | 114,950 | SH | SOLE | 0 | 0 | 0 | 114,950 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 373,818 | 539 | SH | SOLE | 0 | 0 | 0 | 539 | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 216,618 | 1,468 | SH | SOLE | 0 | 0 | 0 | 1,468 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 226,000 | 2,000 | SH | SOLE | 0 | 0 | 0 | 2,000 | |