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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 317,145 3,052 SH   SOLE   3,052 0 0
ABBOTT LABS COM 002824100 BBG001S5N9M6 2,078 20 SH   SOLE 3 0 20 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,116 24 SH   SOLE 3 0 24 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 356,590 2,079 SH   SOLE   2,079 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 1,612,754 6,219 SH   SOLE   6,219 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,347,985 18,302 SH   SOLE   18,302 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 767,695 6,198 SH   SOLE   6,198 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 37,968 162 SH   SOLE 2 0 162 0
ALPS ETF TR MED BREAKTHGH 00162Q593 BBG007TGGCM9 536,431 5,250 SH   SOLE   5,250 0 0
ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 260,090 4,798 SH   SOLE   4,798 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,361,551 22,470 SH   SOLE   22,470 0 0
AMERICAN BATTERY TECHNOLOGY COM NEW 02451V309 BBG004M1KJP3 249,963 79 SH   SOLE   79 0 0
AMETEK INC COM 031100100 BBG001S5NN54 249,968 10 SH   SOLE   10 0 0
AMETEK INC COM 031100100 BBG001S5NN54 1,667 40 SH   SOLE 2 0 40 0
AMGEN INC COM 031162100 BBG001S5NNL6 285,813 1,180 SH   SOLE   1,180 0 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 430,655 6,799 SH   SOLE   6,799 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,794,232 60,565 SH   SOLE   60,565 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 179,207 10,166 SH   SOLE   10,166 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 23,008 141 SH   SOLE 3 0 141 0
AUTODESK INC COM 052769106 BBG001S5SCD4 253,462 25 SH   SOLE 2 0 25 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 238,690 4 SH   SOLE 3 0 4 0
AVIS BUDGET GROUP COM 053774105 BBG001S8S6R6 250,000 241 SH   SOLE   241 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,432,754 30,922 SH   SOLE   30,922 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3,977 60 SH   SOLE 3 0 60 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 442,048 1,121 SH   SOLE   1,121 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 4,724 3 SH   SOLE 3 0 3 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 311,948 358 SH   SOLE   358 0 0
BOEING CO COM 097023105 BBG001S5P0V3 461,399 2,565 SH   SOLE   2,565 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 22,477 3 SH   SOLE 3 0 3 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,547,380 2,233 SH   SOLE   2,233 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 311,418 892 SH   SOLE   892 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 856,494 6,720 SH   SOLE   6,720 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 1,857,467 7,325 SH   SOLE   7,325 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 10,203 12 SH   SOLE 3 0 12 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 285,931 6,900 SH   SOLE   6,900 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 22,425 71 SH   SOLE 3 0 71 0
CME GROUP INC COM 12572Q105 BBG001S86547 6,881 13 SH   SOLE 3 0 13 0
CME GROUP INC COM 12572Q105 BBG001S86547 1,344,541 6,666 SH   SOLE   6,666 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 23,487 38 SH   SOLE 3 0 38 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 239,518 4,213 SH   SOLE   4,213 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 252,383 3,030 SH   SOLE   3,030 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,072,156 3,783 SH   SOLE   3,783 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 427,104 1,863 SH   SOLE   1,863 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 518,648 555 SH   SOLE   555 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 1,843,060 9,214 SH   SOLE   9,214 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 518,818 6,337 SH   SOLE   6,337 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,972 16 SH   SOLE 3 0 16 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 2,491,989 7,891 SH   SOLE   7,891 0 0
EDISON INTL COM 281020107 BBG001S7MY75 447,275 6,638 SH   SOLE   6,638 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 1,655,356 14,361 SH   SOLE   14,361 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 290,093 9,011 SH   SOLE   9,011 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 BBG005FHK626 314,111 4,584 SH   SOLE   4,584 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 718,313 6,432 SH   SOLE   6,432 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 319,118 448 SH   SOLE   448 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 258,736 129 SH   SOLE   129 0 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 BBG005FHVXB5 579,021 8 SH   SOLE   8 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 BBG001VDB5R1 564,314 29 SH   SOLE   29 0 0
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 BBG001SSSWQ6 872,665 10,497 SH   SOLE   10,497 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 33740U505 BBG00YGC7V96 5,132,008 118,980 SH   SOLE   118,980 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F722 BBG00VC9S4V5 5,680,992 114,118 SH   SOLE   114,118 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 2,683 210 SH   SOLE 2 0 210 0
FISERV INC COM 337738108 BBG001S5R6Q4 1,770,623 10,928 SH   SOLE   10,928 0 0
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 427,904 6,680 SH   SOLE   6,680 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 244,435 1,562 SH   SOLE   1,562 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 316,671 361 SH   SOLE   361 0 0
GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 BBG001STTSL7 254,274 2,275 SH   SOLE   2,275 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 1,786,315 45,014 SH   SOLE   45,014 0 0
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 BBG00JGMYXN7 1,890,817 49,765 SH   SOLE   49,765 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 344 12 SH   SOLE 3 0 12 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,167,610 9,941 SH   SOLE   9,941 0 0
HORMEL FOODS CORP COM 440452100 BBG001S5S0D0 345,961 1,212 SH   SOLE   1,212 0 0
HP INC COM 40434L105 BBG001S6W7N7 308,800 3,473 SH   SOLE   3,473 0 0
INNOVATOR ETFS TRUST EQUITY DEF PROTN 45783Y541 BBG01HF043V9 9,944 21,658 SH   SOLE   21,658 0 0
INNOVATOR ETFS TRUST INNOVATOR GW 100 45783Y269 BBG01N3CWYK6 8,518,806 286,727 SH   SOLE   286,727 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C839 BBG00LNDTLP4 352,962 1,433 SH   SOLE   1,433 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C730 BBG00PBD0S83 744,277 22,947 SH   SOLE   22,947 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C375 BBG00S1NF349 8,882,522 257,729 SH   SOLE   257,729 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C805 BBG00NR9PVG7 1,897,954 27,482 SH   SOLE   27,482 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C292 BBG00TGM5SH5 398,439 17,756 SH   SOLE   17,756 0 0
INNOVATOR ETFS TRUST US EQT ULTRA BFR 45782C425 BBG00RHZ8N23 412,116 11,000 SH   SOLE   11,000 0 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 BBG00M4NZTF8 23,072 12,476 SH   SOLE   12,476 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C649 BBG00Q402FM7 604,345 28,186 SH   SOLE   28,186 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C821 BBG00M4P0DF6 195,326 20,129 SH   SOLE   20,129 0 0
INNOVATOR ETFS TRUST US EQTY ULTRA BU 45782C565 BBG00QPZ54X7 340,513 20,895 SH   SOLE   20,895 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,745,155 12,601 SH   SOLE   12,601 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1,672,556 10,972 SH   SOLE   10,972 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3,172,838 3,887 SH   SOLE   3,887 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 1,779,729 5,940 SH   SOLE   5,940 0 0
ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 215,264 8,026 SH   SOLE   8,026 0 0
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 838,776 2,358 SH   SOLE   2,358 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 8,410,632 24,818 SH   SOLE   24,818 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 4,721,544 27,708 SH   SOLE   27,708 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 554,639 1,014 SH   SOLE   1,014 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 240,071 837 SH   SOLE   837 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 243,560 1,400 SH   SOLE   1,400 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 9,673,298 47,141 SH   SOLE   47,141 0 0
ISHARES TR U.S. FINLS ETF 464287788 BBG001SFC802 264,759 6,382 SH   SOLE   6,382 0 0
ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 203,070 9,202 SH   SOLE   9,202 0 0
ISHARES TR US INDUSTRIALS 464287754 BBG001SFGXQ5 274,065 1,317 SH   SOLE   1,317 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 747,625 5,205 SH   SOLE   5,205 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 18,270 31 SH   SOLE 3 0 31 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1,214 39 SH   SOLE 3 0 39 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 4,542,218 22,912 SH   SOLE   22,912 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 321,792 217 SH   SOLE   217 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DS1 228,306 146 SH   SOLE   146 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 1,729,136 7,491 SH   SOLE   7,491 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 215,570 185 SH   SOLE   185 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 440,182 932 SH   SOLE   932 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 816,370 3,822 SH   SOLE   3,822 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 21,613 11 SH   SOLE 3 0 11 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,715,007 14,235 SH   SOLE   14,235 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 472 21 SH   SOLE 3 0 21 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 2,341,002 16,883 SH   SOLE   16,883 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 619 33 SH   SOLE 3 0 33 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3,109,062 5,696 SH   SOLE   5,696 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,857,137 19,938 SH   SOLE   19,938 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 4,470 15 SH   SOLE 3 0 15 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 250,000 17 SH   SOLE   17 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,082,722 2,614 SH   SOLE   2,614 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 22,907 30 SH   SOLE 3 0 30 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 72,278 14,642 SH   SOLE   14,642 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 451,445 4,038 SH   SOLE   4,038 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 9,974 11 SH   SOLE 3 0 11 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 1,001,041 167 SH   SOLE   167 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,497,808 26,215 SH   SOLE   26,215 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 3,614,799 7,153 SH   SOLE   7,153 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 254,851 14 SH   SOLE 2 0 14 0
PACER FDS TR DATA AND INFRAST 69374H741 BBG00KX8YQ42 202,622 31 SH   SOLE   31 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 259,145 2,669 SH   SOLE   2,669 0 0
PEPSICO INC COM 713448108 BBG001S695T1 276,526 1,868 SH   SOLE   1,868 0 0
PEPSICO INC COM 713448108 BBG001S695T1 57,683 9 SH   SOLE 3 0 9 0
PFIZER INC COM 717081103 BBG001S5V466 268,177 3,395 SH   SOLE   3,395 0 0
PG&E CORP COM 69331C108 BBG001S5V206 299,309 6,621 SH   SOLE   6,621 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 239,745 2,001 SH   SOLE   2,001 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 10,720 25 SH   SOLE 3 0 25 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,216,502 6,223 SH   SOLE   6,223 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 213,242 251 SH   SOLE   251 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 41,230 7 SH   SOLE 3 0 7 0
PROSHARES TR PSHS ULTRA INDL 74347R727 BBG001SSTCL4 10,225 16,332 SH   SOLE   16,332 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 250,419 20 SH   SOLE   20 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,574,544 3,118 SH   SOLE   3,118 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,676 21 SH   SOLE 2 0 21 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,887,274 6,159 SH   SOLE   6,159 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 365,307 1,332 SH   SOLE   1,332 0 0
SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 286,657 413 SH   SOLE   413 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4,483,052 10,099 SH   SOLE   10,099 0 0
SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 860,412 618 SH   SOLE   618 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 252,612 4,248 SH   SOLE   4,248 0 0
STERIS PLC SHS USD G8473T100 BBG00MRHG532 3,074 53 SH   SOLE 2 0 53 0
STERIS PLC SHS USD G8473T100 BBG00MRHG532 1,812,784 5,356 SH   SOLE   5,356 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 78,163 245 SH   SOLE   245 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 237,456 17 SH   SOLE 2 0 17 0
TILRAY BRANDS INC COM 88688T100 BBG00L7XTPY9 33,955 146,067 SH   SOLE   146,067 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 254,949 248 SH   SOLE 2 0 248 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 37,604 17 SH   SOLE 3 0 17 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 250,008 258 SH   SOLE   258 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 2,609,491 6,891 SH   SOLE   6,891 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 2,234 6 SH   SOLE 3 0 6 0
TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q105 BBG011744HJ8 580,608 661 SH   SOLE   661 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 2,421,019 8,374 SH   SOLE   8,374 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 679 15 SH   SOLE 3 0 15 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 38,438,328 3,461 SH   SOLE   3,461 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,834 6 SH   SOLE 3 0 6 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 259,682 313 SH   SOLE   313 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 358,322 2,802 SH   SOLE   2,802 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 913,067 11,664 SH   SOLE   11,664 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,075,274 10,692 SH   SOLE   10,692 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 262 12 SH   SOLE 3 0 12 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,907 44 SH   SOLE 2 0 44 0
WALMART INC COM 931142103 BBG001S5XH92 2,796,552 38,477 SH   SOLE   38,477 0 0
WALMART INC COM 931142103 BBG001S5XH92 813 66 SH   SOLE 3 0 66 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 123,396 8 SH   SOLE 3 0 8 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 530,718 5,746 SH   SOLE   5,746 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 1,157,360 19,021 SH   SOLE   19,021 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 253,839 280 SH   SOLE   280 0 0