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 1,466,643 10,950 SH   SOLE   0 0 10,950
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 5,608,407 24,222 SH   SOLE   0 0 24,222
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,246,971 3,535 SH   SOLE   0 0 3,535
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,976,265 12,215 SH   SOLE   0 0 12,215
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 1,366,603 16,855 SH   SOLE   0 0 16,855
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,944,265 32,679 SH   SOLE   0 0 32,679
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,730,040 30,651 SH   SOLE   0 0 30,651
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 2,029,130 10,551 SH   SOLE   0 0 10,551
AMGEN INC COM 031162100 BBG001S5NNL6 486,795 1,725 SH   SOLE   0 0 1,725
APPLE INC COM 037833100 BBG001S5N8V8 6,476,568 25,435 SH   SOLE   0 0 25,435
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,332,058 21,159 SH   SOLE   0 0 21,159
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,201,250 7,500 SH   SOLE   0 0 7,500
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 497,844 9,650 SH   SOLE   0 0 9,650
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 515,309 1,025 SH   SOLE   0 0 1,025
BLACKBERRY LTD COM 09228F103 BBG001S60618 693,936 142,200 SH   SOLE   0 0 142,200
BLACKSTONE INC COM 09260D107 BBG001S7H949 5,001,634 29,275 SH   SOLE   0 0 29,275
BOEING CO COM 097023105 BBG001S5P0V3 2,811,186 13,025 SH   SOLE   0 0 13,025
BOEING CO DEP CONV PFD A 097023204   2,829,829 40,676 SH   SOLE   0 0 40,676
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,068,518 18,394 SH   SOLE   0 0 18,394
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,550,738 3,250 SH   SOLE   0 0 3,250
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 259,334 1,670 SH   SOLE   0 0 1,670
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 841,105 2,980 SH   SOLE   0 0 2,980
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 988,200 81,000 SH   SOLE   0 0 81,000
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,537,382 38,260 SH   SOLE   0 0 38,260
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 606,288 655 SH   SOLE   0 0 655
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 3,592,993 20,783 SH   SOLE   0 0 20,783
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,702,560 32,337 SH   SOLE   0 0 32,337
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 440,424 7,200 SH   SOLE   0 0 7,200
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,389,094 11,225 SH   SOLE   0 0 11,225
EATON CORP PLC SHS G29183103 BBG001S5QZ45 4,223,363 11,285 SH   SOLE   0 0 11,285
EXELON CORP COM 30161N101 BBG001SBJMT2 1,123,045 24,951 SH   SOLE   0 0 24,951
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 3,873,364 18,121 SH   SOLE   0 0 18,121
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 553,603 4,910 SH   SOLE   0 0 4,910
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,517,437 6,435 SH   SOLE   0 0 6,435
FIRST SOLAR INC COM 336433107 BBG001S991Z7 4,089,067 18,542 SH   SOLE   0 0 18,542
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,201,223 56,125 SH   SOLE   0 0 56,125
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 2,588,978 34,474 SH   SOLE   0 0 34,474
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,096,458 9,878 SH   SOLE   0 0 9,878
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,321,941 1,660 SH   SOLE   0 0 1,660
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,382,203 8,347 SH   SOLE   0 0 8,347
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 314,300 3,825 SH   SOLE   0 0 3,825
HUMANA INC COM 444859102 BBG001S5S1X6 251,091 965 SH   SOLE   0 0 965
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,400,310 12,051 SH   SOLE   0 0 12,051
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 BBG001T0NSB6 364,391 31,413 SH   SOLE   0 0 31,413
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 490,917 31,713 SH   SOLE   0 0 31,713
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 625,796 1,336 SH   SOLE   0 0 1,336
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 315,361 1,549 SH   SOLE   0 0 1,549
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2,684,674 14,479 SH   SOLE   0 0 14,479
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,358,809 10,648 SH   SOLE   0 0 10,648
LENNAR CORP CL A 526057104 BBG001S5SRK3 1,442,276 11,443 SH   SOLE   0 0 11,443
LINDE PLC SHS G54950103 BBG01FND0CH6 712,500 1,500 SH   SOLE   0 0 1,500
MCDONALDS CORP COM 580135101 BBG001S5T110 1,808,881 5,952 SH   SOLE   0 0 5,952
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 3,264,772 34,279 SH   SOLE   0 0 34,279
MERCK & CO INC COM 58933Y105 BBG001S5TC52 3,142,292 37,439 SH   SOLE   0 0 37,439
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,484,575 8,830 SH   SOLE   0 0 8,830
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1,976,049 11,810 SH   SOLE   0 0 11,810
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,840,500 11,276 SH   SOLE   0 0 11,276
NETFLIX INC COM 64110L106 BBG001SF6L46 3,550,002 2,961 SH   SOLE   0 0 2,961
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 3,208,612 42,504 SH   SOLE   0 0 42,504
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,767,800 20,194 SH   SOLE   0 0 20,194
ORACLE CORP COM 68389X105 BBG001S5SJG6 5,363,797 19,072 SH   SOLE   0 0 19,072
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 1,893,238 28,232 SH   SOLE   0 0 28,232
PFIZER INC COM 717081103 BBG001S5V466 1,820,724 71,457 SH   SOLE   0 0 71,457
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,176,936 14,168 SH   SOLE   0 0 14,168
QUALCOMM INC COM 747525103 BBG001S6VS70 3,735,456 22,454 SH   SOLE   0 0 22,454
REALTY INCOME CORP COM 756109104 BBG001S884K0 1,499,081 24,660 SH   SOLE   0 0 24,660
SALESFORCE INC COM 79466L302 BBG001SDLP09 2,843,289 11,997 SH   SOLE   0 0 11,997
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 363,090 13,300 SH   SOLE   0 0 13,300
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 2,110,774 17,832 SH   SOLE   0 0 17,832
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1,221,987 22,684 SH   SOLE   0 0 22,684
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,232,452 7,991 SH   SOLE   0 0 7,991
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 364,298 8,647 SH   SOLE   0 0 8,647
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,317,079 9,669 SH   SOLE   0 0 9,669
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 359,875 4,592 SH   SOLE   0 0 4,592
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1,458,919 10,483 SH   SOLE   0 0 10,483
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3,869,938 13,730 SH   SOLE   0 0 13,730
SERVICE CORP INTL COM 817565104 BBG001S5WBJ5 248,120 2,982 SH   SOLE   0 0 2,982
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 347,746 522 SH   SOLE   0 0 522
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 BBG001SPTB87 200,237 2,556 SH   SOLE   0 0 2,556
SPDR SERIES TRUST S&P BIOTECH 78464A870 BBG001SQDKG3 576,651 5,755 SH   SOLE   0 0 5,755
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,025,026 7,838 SH   SOLE   0 0 7,838
TESLA INC COM 88160R101 BBG001SQKGD7 297,962 670 SH   SOLE   0 0 670
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 235,248 4,800 SH   SOLE   0 0 4,800
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,985,187 4,093 SH   SOLE   0 0 4,093
TJX COS INC NEW COM 872540109 BBG001S5WQ93 3,770,867 26,089 SH   SOLE   0 0 26,089
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 5,693,527 58,115 SH   SOLE   0 0 58,115
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 1,986,890 3,634 SH   SOLE   0 0 3,634
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,615,283 10,470 SH   SOLE   0 0 10,470
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 2,295,045 70,379 SH   SOLE   0 0 70,379
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,625,060 7,690 SH   SOLE   0 0 7,690
WALMART INC COM 931142103 BBG001S5XH92 2,329,812 22,606 SH   SOLE   0 0 22,606
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 578,955 3,250 SH   SOLE   0 0 3,250
WILLIAMS COS INC COM 969457100 BBG001S5XH10 1,699,237 26,823 SH   SOLE   0 0 26,823
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,258,777 5,229 SH   SOLE   0 0 5,229
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 320,675 2,500 SH   SOLE   0 0 2,500
ZOETIS INC CL A 98978V103 BBG0039320P7 218,895 1,496 SH   SOLE   0 0 1,496