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
ABBOTT LABORATORIES COM 002824100 293,688 2,800 SH SOLE 0 0 2,800
ABBVIE INC COM 00287Y109 319,935 1,116 SH SOLE 0 0 1,116
ALBEMARLE CORP COM 012653101 211,989 2,269 SH SOLE 0 0 2,269
ALPHABET INC CAP STK CL A 02079K305 525,393 1,658 SH SOLE 0 0 1,658
ALPS ETF TR ALERIAN MLP 00162Q452 1,770,293 33,201 SH SOLE 0 0 33,201
AMAZON COM INC COM 023135106 373,386 1,499 SH SOLE 0 0 1,499
APPLE INC COM 037833100 11,183,680 32,519 SH SOLE 0 0 32,519
APPLIED MATLS INC COM 038222105 248,425 641 SH SOLE 0 0 641
ASML HLDG NV N Y REGISTRY SHS N07059210 626,815 394 SH SOLE 0 0 394
BARRICK MNG CORP COM SHS 06849F108 15,438,941 403,738 SH SOLE 0 0 403,738
BLACKROCK INC COM 09290D101 14,919,326 13,230 SH SOLE 0 0 13,230
BROADCOM INC COM 11135F101 14,942,472 45,394 SH SOLE 0 0 45,394
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,898,738 32,574 SH SOLE 0 0 32,574
CALAMOS ETF TR CALAMOS BIT 80 S 12811T720 255,737 12,806 SH SOLE 0 0 12,806
CALAMOS ETF TR CALLMOS BIT STRU 12811T688 818,019 33,670 SH SOLE 0 0 33,670
CASEYS GEN STORES INC COM 147528103 17,932,488 25,475 SH SOLE 0 0 25,475
CHUBB LIMITED COM H1467J104 9,863,555 27,649 SH SOLE 0 0 27,649
CLEAN HARBORS INC COM 184496107 590,739 1,863 SH SOLE 0 0 1,863
CONSTELLATION ENERGY CORP COM 21037T109 9,875,208 39,113 SH SOLE 0 0 39,113
COSTCO WHOLESALE CORPORATION COM 22160K105 10,432,879 10,379 SH SOLE 0 0 10,379
EATON CORP PLC SHS G29183103 585,402 1,574 SH SOLE 0 0 1,574
ELI LILLY & CO COM 532457108 18,284,464 14,294 SH SOLE 0 0 14,294
EMCOR GROUP INC COM 29084Q100 4,430,981 6,654 SH SOLE 0 0 6,654
EOG RES INC COM 26875P101 4,766,966 29,124 SH SOLE 0 0 29,124
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 4,643,522 66,871 SH SOLE 0 0 66,871
FIRST SOLAR INC COM 336433107 758,693 4,512 SH SOLE 0 0 4,512
FIRSTCASH HOLDINGS INC COM 33768G107 6,881,258 39,261 SH SOLE 0 0 39,261
GE VERNOVA INC COM 36828A101 7,840,632 9,169 SH SOLE 0 0 9,169
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 247,812 13,586 SH SOLE 0 0 13,586
HCA HEALTHCARE INC COM 40412C101 9,162,748 19,694 SH SOLE 0 0 19,694
HUBBELL INC COM 443510607 15,259,342 33,216 SH SOLE 0 0 33,216
INTUIT COM 461202103 7,811,136 22,981 SH SOLE 0 0 22,981
INTUITIVE SURGICAL INC COM NEW 46120E602 392,466 869 SH SOLE 0 0 869
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 3,957,970 202,454 SH SOLE 0 0 202,454
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 4,141,067 181,825 SH SOLE 0 0 181,825
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858 675,567 34,180 SH SOLE 0 0 34,180
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585 273,039 12,321 SH SOLE 0 0 12,321
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 1,395,984 76,429 SH SOLE 0 0 76,429
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 9,977,561 511,408 SH SOLE 0 0 511,408
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 1,940,416 96,275 SH SOLE 0 0 96,275
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 790,554 48,635 SH SOLE 0 0 48,635
ISHARES TR 0-5 YR TIPS ETF 46429B747 1,046,802 10,381 SH SOLE 0 0 10,381
ISHARES TR IBON 2027 TE ETF 46436E478 1,814,921 83,406 SH SOLE 0 0 83,406
ISHARES TR IBONDS 27 TRM TS 46436E841 1,926,742 86,266 SH SOLE 0 0 86,266
ISHARES TR IBON 2026 TE ETF 46436E528 5,644,142 250,628 SH SOLE 0 0 250,628
JPMORGAN CHASE & CO COM 46625H100 9,147,455 27,384 SH SOLE 0 0 27,384
KLA CORP COM NEW 482480100 13,523,513 90,634 SH SOLE 0 0 90,634
LAM RESEARCH CORP COM NEW 512807306 224,859 947 SH SOLE 0 0 947
LOCKHEED MARTIN CORP COM 539830109 216,290 341 SH SOLE 0 0 341
LOWES COS INC COM 548661107 647,914 3,269 SH SOLE 0 0 3,269
MICROSOFT CORP COM 594918104 14,688,242 27,578 SH SOLE 0 0 27,578
MORGAN STANLEY COM NEW 617446448 927,160 5,053 SH SOLE 0 0 5,053
NEXTERA ENERGY INC COM 65339F101 731,408 8,915 SH SOLE 0 0 8,915
NEXTPOWER INC COM 65290E101 500,332 6,542 SH SOLE 0 0 6,542
NORTHROP GRUMMAN CORP COM 666807102 10,670,057 18,871 SH SOLE 0 0 18,871
NVENT ELEC PLC SHS G6700G107 346,958 2,686 SH SOLE 0 0 2,686
NVIDIA CORPORATION COM 67066G104 442,124 2,047 SH SOLE 0 0 2,047
ON SEMICONDUCTOR CORP COM 682189105 418,365 5,649 SH SOLE 0 0 5,649
ORMAT TECHNOLOGIES INC COM 686688102 599,886 6,885 SH SOLE 0 0 6,885
OWENS CORNING NEW COM 690742101 632,088 5,532 SH SOLE 0 0 5,532
PALANTIR TECHNOLOGIES INC CL A 69608A108 256,106 1,288 SH SOLE 0 0 1,288
PARKER-HANNIFIN CORP COM 701094104 11,832,437 13,083 SH SOLE 0 0 13,083
PROSHARES TR S&P 500 DV ARIST 74348A467 343,563 5,894 SH SOLE 0 0 5,894
QUANTA SVCS INC COM 74762E102 983,586 1,744 SH SOLE 0 0 1,744
RELIANCE INC COM 759509102 5,396,293 12,791 SH SOLE 0 0 12,791
REPUBLIC SVCS INC COM 760759100 11,616,116 48,138 SH SOLE 0 0 48,138
ROSS STORES INC COM 778296103 5,456,636 23,308 SH SOLE 0 0 23,308
SERVICENOW INC COM 81762P102 469,636 2,969 SH SOLE 0 0 2,969
SPDR GOLD TR GOLD SHS 78463V107 7,057,362 19,187 SH SOLE 0 0 19,187
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 6,492,841 70,852 SH SOLE 0 0 70,852
STRATEGY INC CL A NEW 594972408 1,904,768 13,623 SH SOLE 0 0 13,623
STRYKER CORPORATION COM 863667101 8,273,842 27,027 SH SOLE 0 0 27,027
SYNOPSYS INC COM 871607107 291,226 641 SH SOLE 0 0 641
TETRA TECH INC NEW COM 88162G103 1,320,423 35,562 SH SOLE 0 0 35,562
TRANE TECHNOLOGIES PLC SHS G8994E103 1,037,468 2,280 SH SOLE 0 0 2,280
UNITED PARCEL SVCS INC CL B 911312106 238,892 2,381 SH SOLE 0 0 2,381
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,358,130 5,556 SH SOLE 0 0 5,556
VERTIV HOLDINGS CO COM CL A 92537N108 299,108 1,497 SH SOLE 0 0 1,497
WILLIAMS SONOMA INC COM 969904101 9,911,707 39,653 SH SOLE 0 0 39,653
XYLEM INC COM 98419M100 881,588 8,145 SH SOLE 0 0 8,145