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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 403,090 4,162 SH   SOLE   0 0 4,162
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 553,311 3,712 SH   SOLE   0 0 3,712
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,736,124 5,366 SH   SOLE   0 0 5,366
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,321,594 16,920 SH   SOLE   0 0 16,920
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,238,586 70,599 SH   SOLE   0 0 70,599
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,962,143 22,466 SH   SOLE   0 0 22,466
AMAZON COM INC COM 023135106 BBG001S5PQL7 8,420,302 66,239 SH   SOLE   0 0 66,239
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 514,400 3,128 SH   SOLE   0 0 3,128
AMGEN INC COM 031162100 BBG001S5NNL6 1,896,102 7,055 SH   SOLE   0 0 7,055
APOLLO TACTICAL INCOME FD IN COM 037638103 BBG003NQ4BY4 869,050 65,000 SH   SOLE   0 0 65,000
APPLE INC COM 037833100 BBG001S5N8V8 9,268,611 54,136 SH   SOLE   0 0 54,136
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,415,526 7,696 SH   SOLE   0 0 7,696
AT&T INC COM 00206R102 BBG001S5VWH2 289,135 19,250 SH   SOLE   0 0 19,250
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 243,546 8,895 SH   SOLE   0 0 8,895
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 531,477 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 9,365,271 26,735 SH   SOLE   0 0 26,735
BIOGEN INC COM 09062X103 BBG001S67826 1,297,387 5,048 SH   SOLE   0 0 5,048
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 BBG001S9L8L3 1,027,000 100,000 SH   SOLE   0 0 100,000
BLACKROCK FLOATING RATE INCO COM 09255X100 BBG001SBM043 1,413,332 111,991 SH   SOLE   0 0 111,991
BLACKROCK INC COM 09247X101 BBG001SDBP55 290,921 450 SH   SOLE   0 0 450
BLACKROCK MUNIYIELD FD INC COM 09253W104 BBG001S6FY66 2,754,000 300,000 SH   SOLE   0 0 300,000
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 786,036 25,025 SH   SOLE   0 0 25,025
BROADCOM INC COM 11135F101 BBG00KHY5SY8 327,249 394 SH   SOLE   0 0 394
CATERPILLAR INC COM 149123101 BBG001S5PJ06 387,660 1,420 SH   SOLE   0 0 1,420
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 333,088 1,600 SH   SOLE   0 0 1,600
CISCO SYS INC COM 17275R102 BBG001S6HC62 245,845 4,573 SH   SOLE   0 0 4,573
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,609,669 9,618 SH   SOLE   0 0 9,618
COCA COLA CO COM 191216100 BBG001S5SMQ8 600,386 10,725 SH   SOLE   0 0 10,725
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 577,440 9,000 PRN Put SOLE   0 0 9,000
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 328,116 7,400 SH   SOLE   0 0 7,400
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 729,777 4,360 SH   SOLE   0 0 4,360
CSX CORP COM 126408103 BBG001S5Q7Q3 1,353,462 44,015 SH   SOLE   0 0 44,015
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 350,846 5,025 SH   SOLE   0 0 5,025
CYTOMX THERAPEUTICS INC COM 23284F105 BBG001V0GS49 145,061 112,450 SH   SOLE   0 0 112,450
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 409,450 4,495 SH   SOLE   0 0 4,495
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 747,487 1,454 SH   SOLE   0 0 1,454
DEERE & CO COM 244199105 BBG001S5QFF7 813,632 2,156 SH   SOLE   0 0 2,156
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,060,291 25,420 SH   SOLE   0 0 25,420
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 265,532 701 SH   SOLE   0 0 701
DOVER CORP COM 260003108 BBG001S5QL46 711,501 5,100 SH   SOLE   0 0 5,100
EATON CORP PLC SHS G29183103 BBG001S5QZ45 255,936 1,200 SH   SOLE   0 0 1,200
EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 115,200 15,000 SH   SOLE   0 0 15,000
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,966,971 3,662 SH   SOLE   0 0 3,662
EMBRAER S.A. SPONSORED ADS 29082A107 BBG001S63XQ9 1,976,394 144,052 SH   SOLE   0 0 144,052
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 3,125,004 26,578 SH   SOLE   0 0 26,578
FEDEX CORP COM 31428X106 BBG001S5R3M5 271,543 1,025 SH   SOLE   0 0 1,025
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 208,035 16,750 SH   SOLE   0 0 16,750
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 293,891 1,330 SH   SOLE   0 0 1,330
GENERAL MLS INC COM 370334104 BBG001S5RKR2 396,738 6,200 SH   SOLE   0 0 6,200
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 841,282 2,600 SH   SOLE   0 0 2,600
HERON THERAPEUTICS INC COM 427746102 BBG001SB92D4 606,825 589,150 SH   SOLE   0 0 589,150
HESS CORP COM 42809H107 BBG001S5NHS2 1,291,455 8,441 SH   SOLE   0 0 8,441
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,202,878 7,290 SH   SOLE   0 0 7,290
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 840,567 4,550 SH   SOLE   0 0 4,550
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 207,704 475 SH   SOLE   0 0 475
INTEL CORP COM 458140100 BBG001S5SF65 438,154 12,325 SH   SOLE   0 0 12,325
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 541,979 3,863 SH   SOLE   0 0 3,863
INTUIT COM 461202103 BBG001S6TWR2 625,902 1,225 SH   SOLE   0 0 1,225
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 2,714,998 18,418 SH   SOLE   0 0 18,418
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,548,293 7,113 SH   SOLE   0 0 7,113
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 17,913,500 50,000 PRN Put SOLE   0 0 50,000
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2,122,398 8,512 SH   SOLE   0 0 8,512
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1,903,603 20,180 SH   SOLE   0 0 20,180
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 4,407,509 10,264 SH   SOLE   0 0 10,264
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,476,587 9,480 SH   SOLE   0 0 9,480
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2,921,718 20,147 SH   SOLE   0 0 20,147
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 269,914 660 SH   SOLE   0 0 660
LOWES COS INC COM 548661107 BBG001S5SVL3 271,440 1,306 SH   SOLE   0 0 1,306
MASCO CORP COM 574599106 BBG001S5SZ70 416,910 7,800 SH   SOLE   0 0 7,800
MCDONALDS CORP COM 580135101 BBG001S5T110 617,767 2,345 SH   SOLE   0 0 2,345
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 352,856 4,503 SH   SOLE   0 0 4,503
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 7,172,408 5,657 SH   SOLE   0 0 5,657
MERCK & CO INC COM 58933Y105 BBG001S5TC52 768,007 7,460 SH   SOLE   0 0 7,460
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6,088,860 20,282 SH   SOLE   0 0 20,282
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,039,859 22,296 SH   SOLE   0 0 22,296
MODERNA INC COM 60770K107 BBG003PHHZV8 644,530 6,240 SH   SOLE   0 0 6,240
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 212,342 2,600 SH   SOLE   0 0 2,600
NETFLIX INC COM 64110L106 BBG001SF6L46 664,954 1,761 SH   SOLE   0 0 1,761
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 314,736 715 SH   SOLE   0 0 715
NUVEEN AMT FREE MUN CR INC F COM 67071L106 BBG001SHZCF8 1,262,975 122,500 SH   SOLE   0 0 122,500
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 4,699,640 485,500 SH   SOLE   0 0 485,500
NUVEEN FLOATING RATE INCOME COM 67072T108 BBG001SJ9S31 2,996,650 365,000 SH   SOLE   0 0 365,000
NUVEEN MUN VALUE FD INC COM 670928100 BBG001S5TS84 620,822 75,160 SH   SOLE   0 0 75,160
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 BBG001S97B05 1,929,550 185,000 SH   SOLE   0 0 185,000
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 593,190 58,500 SH   SOLE   0 0 58,500
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,598,743 5,974 SH   SOLE   0 0 5,974
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 250,762 3,865 SH   SOLE   0 0 3,865
ORACLE CORP COM 68389X105 BBG001S5SJG6 2,292,215 21,641 SH   SOLE   0 0 21,641
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 336,000 21,000 SH   SOLE   0 0 21,000
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 352,833 1,505 SH   SOLE   0 0 1,505
PEPSICO INC COM 713448108 BBG001S695T1 874,819 5,163 SH   SOLE   0 0 5,163
PFIZER INC COM 717081103 BBG001S5V466 880,498 26,545 SH   SOLE   0 0 26,545
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 125,400 16,500 SH   SOLE   0 0 16,500
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 302,660 2,075 SH   SOLE   0 0 2,075
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,233,979 10,925 SH   SOLE   0 0 10,925
SALESFORCE INC COM 79466L302 BBG001SDLP09 624,563 3,080 SH   SOLE   0 0 3,080
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 306,793 8,225 SH   SOLE   0 0 8,225
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 241,377 1,580 SH   SOLE   0 0 1,580
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,700,504 3,978 SH   SOLE   0 0 3,978
TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 1,232,209 18,701 SH   SOLE   0 0 18,701
TESLA INC COM 88160R101 BBG001SQKGD7 365,572 1,461 SH   SOLE   0 0 1,461
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 357,588 1,250 SH   SOLE   0 0 1,250
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 5,268,795 67,419 SH   SOLE   0 0 67,419
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,068,516 12,022 SH   SOLE   0 0 12,022
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 660,417 14,360 SH   SOLE   0 0 14,360
UIPATH INC CL A 90364P105 BBG00GKS1G12 444,860 26,000 SH   SOLE   0 0 26,000
UNION PAC CORP COM 907818108 BBG001S5X2M0 223,993 1,100 SH   SOLE   0 0 1,100
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 705,866 1,400 SH   SOLE   0 0 1,400
VIRTUS CONVERTIBLE & INC FD COM 92838U108 BBG001SLMK47 2,129,152 771,432 SH   SOLE   0 0 771,432
VIRTUS CONVERTIBLE & INCOME COM 92838X102 BBG001SB26R7 993,645 319,500 SH   SOLE   0 0 319,500
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,627,321 7,075 SH   SOLE   0 0 7,075
WALMART INC COM 931142103 BBG001S5XH92 2,008,935 12,561 SH   SOLE   0 0 12,561
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 793,378 73,055 SH   SOLE   0 0 73,055
YUM BRANDS INC COM 988498101 BBG001S7JQ30 566,728 4,536 SH   SOLE   0 0 4,536
ZOETIS INC CL A 98978V103 BBG0039320P7 1,864,219 10,715 SH   SOLE   0 0 10,715