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
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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,137,915 22,875 SH   SOLE   22,781 0 94
ADOBE INC COM 00724F101   6,713,310 17,504 SH   SOLE   17,434 0 70
AERSALE CORPORATION COM 00810F106   277,812 37,091 SH   SOLE   37,091 0 0
ALCOA CORP COM 013872106   5,719,787 187,534 SH   SOLE   186,729 0 805
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   4,198,309 45,381 SH   SOLE   45,186 0 195
ALPHABET INC CAP STK CL C 02079K107   1,910,073 12,226 SH   SOLE   11,864 0 362
ALPHABET INC CAP STK CL A 02079K305   18,838,253 121,820 SH   SOLE   121,458 0 362
AMAZON COM INC COM 023135106   12,941,105 68,018 SH   SOLE   67,418 0 600
AMERICAN WTR WKS CO INC NEW COM 030420103   327,790 2,222 SH   SOLE   2,222 0 0
AMGEN INC COM 031162100   12,360,567 39,674 SH   SOLE   39,537 0 137
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664   201,349 2,804 SH   SOLE   2,350 0 454
ANALOG DEVICES INC COM 032654105   2,391,605 11,859 SH   SOLE   11,859 0 0
APPLE INC COM 037833100   12,028,055 54,149 SH   SOLE   53,999 0 150
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,826,117 4,265 SH   SOLE   4,265 0 0
AXOS FINANCIAL INC COM 05465C100   206,464 3,200 SH   SOLE   3,200 0 0
BANK AMERICA CORP COM 060505104   11,957,061 286,534 SH   SOLE   285,437 0 1,097
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,918,006 5,479 SH   SOLE   5,414 0 65
BLACKROCK INC COM 09290D101   5,315,432 5,616 SH   SOLE   5,616 0 0
BOEING CO DEP CONV PFD A 097023204   8,971,449 149,949 SH   SOLE   149,374 0 575
CHEMOURS CO COM 163851108   460,020 34,000 SH   SOLE   34,000 0 0
CHEVRON CORP NEW COM 166764100   2,131,944 12,744 SH   SOLE   12,744 0 0
CITIGROUP INC COM NEW 172967424   4,821,073 67,912 SH   SOLE   67,912 0 0
CONOCOPHILLIPS COM 20825C104   9,275,787 88,324 SH   SOLE   87,899 0 425
CONSTELLATION ENERGY CORP COM 21037T109   5,281,295 26,193 SH   SOLE   26,087 0 106
COSTCO WHSL CORP NEW COM 22160K105   444,517 470 SH   SOLE   470 0 0
COTERRA ENERGY INC COM 127097103   6,752,139 233,638 SH   SOLE   232,438 0 1,200
CSX CORP COM 126408103   9,751,454 331,344 SH   SOLE   330,144 0 1,200
CURTISS WRIGHT CORP COM 231561101   7,675,405 24,192 SH   SOLE   24,096 0 96
DANAHER CORPORATION COM 235851102   11,984,127 58,459 SH   SOLE   58,249 0 210
EATON CORP PLC SHS G29183103   11,881,690 43,710 SH   SOLE   43,545 0 165
EDWARDS LIFESCIENCES CORP COM 28176E108   218,745 3,018 SH   SOLE   3,018 0 0
ELI LILLY & CO COM 532457108   752,984 912 SH   SOLE   912 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   6,607,934 193,554 SH   SOLE   193,554 0 0
EOG RES INC COM 26875P101   1,182,758 9,223 SH   SOLE   9,223 0 0
EQT CORP COM 26884L109   11,007,435 206,016 SH   SOLE   205,191 0 825
EXXON MOBIL CORP COM 30231G102   2,268,709 19,076 SH   SOLE   19,076 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108   396,182 3,502 SH   SOLE   3,502 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,613,404 306,746 SH   SOLE   305,396 0 1,350
GE AEROSPACE COM NEW 369604301   260,396 1,301 SH   SOLE   1,301 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   2,422,052 24,177 SH   SOLE   24,177 0 0
HOME DEPOT INC COM 437076102   280,140 764 SH   SOLE   746 0 18
HUBBELL INC COM 443510607   7,340,908 22,184 SH   SOLE   22,099 0 85
IES HLDGS INC COM 44951W106   589,113 3,568 SH   SOLE   3,568 0 0
ILLUMINA INC COM 452327109   6,381,158 80,428 SH   SOLE   80,113 0 315
INTUIT COM 461202103   778,540 1,268 SH   SOLE   1,268 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   649,299 1,311 SH   SOLE   1,311 0 0
ISHARES GOLD TR ISHARES NEW 464285204   374,161 6,346 SH   SOLE   6,346 0 0
ISHARES INC EMNG MKTS EQT 46434G889   499,611 10,680 SH   SOLE   10,680 0 0
ISHARES INC ASIA/PAC DIV ETF 464286293   530,019 14,845 SH   SOLE   14,845 0 0
ISHARES TR RUS TP200 GR ETF 464289438   322,457 1,529 SH   SOLE   1,529 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   365,274 3,900 SH   SOLE   3,900 0 0
ISHARES TR RUS MD CP GR ETF 464287481   370,211 3,151 SH   SOLE   3,151 0 0
ISHARES TR CORE MSCI EAFE 46432F842   397,239 5,251 SH   SOLE   5,251 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   487,472 1,350 SH   SOLE   1,350 0 0
ISHARES TR ISHS 5-10YR INVT 464288638   517,585 9,855 SH   SOLE   9,855 0 0
ISHARES TR ISHARES BIOTECH 464287556   565,830 4,424 SH   SOLE   4,424 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   663,829 3,528 SH   SOLE   3,528 0 0
ISHARES TR INTL DIV GRWTH 46435G524   861,457 11,892 SH   SOLE   11,892 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,490,428 15,067 SH   SOLE   15,067 0 0
JOHNSON & JOHNSON COM 478160104   869,168 5,241 SH   SOLE   5,241 0 0
JPMORGAN CHASE & CO. COM 46625H100   23,192,830 94,549 SH   SOLE   94,184 0 365
LIMBACH HLDGS INC COM 53263P105   820,883 11,023 SH   SOLE   11,023 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,231,888 166,183 SH   SOLE   165,503 0 680
MERCK & CO INC COM 58933Y105   13,478,364 150,158 SH   SOLE   149,648 0 510
METTLER TOLEDO INTERNATIONAL COM 592688105   542,038 459 SH   SOLE   459 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   421,506 8,707 SH   SOLE   8,707 0 0
MICRON TECHNOLOGY INC COM 595112103   9,034,060 103,971 SH   SOLE   103,581 0 390
MICROSOFT CORP COM 594918104   16,387,099 43,654 SH   SOLE   43,520 0 134
MONDELEZ INTL INC CL A 609207105   11,515,580 169,719 SH   SOLE   169,069 0 650
MONGODB INC CL A 60937P106   7,026,524 40,060 SH   SOLE   39,900 0 160
NETFLIX INC COM 64110L106   912,947 979 SH   SOLE   979 0 0
NEXTERA ENERGY INC COM 65339F101   3,434,834 48,453 SH   SOLE   48,258 0 195
NVIDIA CORPORATION COM 67066G104   3,147,083 29,037 SH   SOLE   29,037 0 0
NXP SEMICONDUCTORS N V COM N6596X109   288,512 1,518 SH   SOLE   1,518 0 0
PFIZER INC COM 717081103   10,482,998 413,694 SH   SOLE   411,966 0 1,728
PNC FINL SVCS GROUP INC COM 693475105   11,498,522 65,418 SH   SOLE   65,158 0 260
PROLOGIS INC. COM 74340W103   6,067,850 54,279 SH   SOLE   54,084 0 195
QUALCOMM INC COM 747525103   9,462,149 61,599 SH   SOLE   61,352 0 247
QUANTA SVCS INC COM 74762E102   9,625,543 37,869 SH   SOLE   37,721 0 148
RTX CORPORATION COM 75513E101   11,349,703 85,684 SH   SOLE   85,199 0 485
S&P GLOBAL INC COM 78409V104   609,212 1,199 SH   SOLE   1,199 0 0
SCHLUMBERGER LTD COM STK 806857108   7,712,029 184,496 SH   SOLE   183,751 0 745
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   659,806 23,932 SH   SOLE   23,932 0 0
SERVICENOW INC COM 81762P102   365,429 459 SH   SOLE   459 0 0
SNOWFLAKE INC CL A 833445109   5,542,826 37,923 SH   SOLE   37,773 0 150
SONY GROUP CORP SPONSORED ADR 835699307   674,181 26,553 SH   SOLE   26,553 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,471,756 2,631 SH   SOLE   2,631 0 0
SPDR SER TR S&P BIOTECH 78464A870   228,865 2,822 SH   SOLE   2,822 0 0
SPDR SER TR AEROSPACE DEF 78464A631   6,098,668 37,953 SH   SOLE   37,953 0 0
STARBUCKS CORP COM 855244109   485,840 4,953 SH   SOLE   4,953 0 0
TERADYNE INC COM 880770102   2,665,585 32,271 SH   SOLE   32,146 0 125
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   5,544,298 360,722 SH   SOLE   359,287 0 1,435
TOTALENERGIES SE SPONSORED ADS 89151E109   4,970,974 76,843 SH   SOLE   76,843 0 0
TRANSDIGM GROUP INC COM 893641100   373,489 270 SH   SOLE   270 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   529,390 167,000 SH   SOLE   167,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   11,578,018 22,106 SH   SOLE   22,027 0 79
VANECK ETF TRUST OIL SERVICES ETF 92189H607   530,531 2,024 SH   SOLE   2,024 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   1,936,532 25,291 SH   SOLE   25,291 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   866,571 3,153 SH   SOLE   3,153 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,407,621 2,739 SH   SOLE   2,739 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   662,749 1,367 SH   SOLE   1,367 0 0
VISA INC COM CL A 92826C839   1,205,232 3,439 SH   SOLE   3,439 0 0
WALMART INC COM 931142103   220,529 2,512 SH   SOLE   2,512 0 0
WP CAREY INC COM 92936U109   208,263 3,300 SH   SOLE   3,300 0 0
ZOETIS INC CL A 98978V103   310,366 1,885 SH   SOLE   1,885 0 0