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 473,053 4,162 SH   SOLE   0 0 4,162
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 666,851 3,662 SH   SOLE   0 0 3,662
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,855,027 5,658 SH   SOLE   0 0 5,658
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,420,459 14,673 SH   SOLE   0 0 14,673
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,451,752 69,249 SH   SOLE   0 0 69,249
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,373,838 22,158 SH   SOLE   0 0 22,158
AMAZON COM INC COM 023135106 BBG001S5PQL7 11,739,852 65,084 SH   SOLE   0 0 65,084
AMGEN INC COM 031162100 BBG001S5NNL6 1,875,091 6,595 SH   SOLE   0 0 6,595
APOLLO TACTICAL INCOME FD IN COM 037638103 BBG003NQ4BY4 178,750 12,500 SH   SOLE   0 0 12,500
APPLE INC COM 037833100 BBG001S5N8V8 7,828,225 45,651 SH   SOLE   0 0 45,651
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 2,240,676 7,727 SH   SOLE   0 0 7,727
AT&T INC COM 00206R102 BBG001S5VWH2 220,000 12,500 SH   SOLE   0 0 12,500
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 634,440 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,950,604 18,907 SH   SOLE   0 0 18,907
BIOGEN INC COM 09062X103 BBG001S67826 784,462 3,638 SH   SOLE   0 0 3,638
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 BBG001S9L8L3 282,030 25,500 SH   SOLE   0 0 25,500
BLACKROCK FLOATING RATE INCO COM 09255X100 BBG001SBM043 2,112,660 163,519 SH   SOLE   0 0 163,519
BLACKROCK INC COM 09247X101 BBG001SDBP55 229,268 275 SH   SOLE   0 0 275
BLACKROCK MUNIYIELD FD INC COM 09253W104 BBG001S6FY66 7,115,839 643,385 SH   SOLE   0 0 643,385
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 257,593 4,750 SH   SOLE   0 0 4,750
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 549,000 18,000 SH   SOLE   0 0 18,000
BROADCOM INC COM 11135F101 BBG00KHY5SY8 523,537 395 SH   SOLE   0 0 395
CATERPILLAR INC COM 149123101 BBG001S5PJ06 538,653 1,470 SH   SOLE   0 0 1,470
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 207,304 800 SH   SOLE   0 0 800
CISCO SYS INC COM 17275R102 BBG001S6HC62 228,239 4,573 SH   SOLE   0 0 4,573
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,725,026 8,569 SH   SOLE   0 0 8,569
COCA COLA CO COM 191216100 BBG001S5SMQ8 802,988 13,125 SH   SOLE   0 0 13,125
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 320,790 7,400 SH   SOLE   0 0 7,400
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 880,020 2,745 SH   SOLE   0 0 2,745
CSX CORP COM 126408103 BBG001S5Q7Q3 1,410,143 38,040 SH   SOLE   0 0 38,040
CYTOMX THERAPEUTICS INC COM 23284F105 BBG001V0GS49 509,684 233,800 SH   SOLE   0 0 233,800
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 216,300 1,750 SH   SOLE   0 0 1,750
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 1,168,104 1,241 SH   SOLE   0 0 1,241
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,521,475 20,607 SH   SOLE   0 0 20,607
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 348,313 701 SH   SOLE   0 0 701
DOVER CORP COM 260003108 BBG001S5QL46 890,380 5,025 SH   SOLE   0 0 5,025
EATON CORP PLC SHS G29183103 BBG001S5QZ45 375,216 1,200 SH   SOLE   0 0 1,200
EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 125,250 15,000 SH   SOLE   0 0 15,000
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,529,982 3,252 SH   SOLE   0 0 3,252
EMBRAER S.A. SPONSORED ADS 29082A107 BBG001S63XQ9 3,503,667 131,519 SH   SOLE   0 0 131,519
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 3,074,030 26,446 SH   SOLE   0 0 26,446
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 239,147 18,008 SH   SOLE   0 0 18,008
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 556,506 1,970 SH   SOLE   0 0 1,970
GENERAL MLS INC COM 370334104 BBG001S5RKR2 433,814 6,200 SH   SOLE   0 0 6,200
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 992,014 2,375 SH   SOLE   0 0 2,375
HERON THERAPEUTICS INC COM 427746102 BBG001SB92D4 4,556,055 1,644,785 SH   SOLE   0 0 1,644,785
HESS CORP COM 42809H107 BBG001S5NHS2 1,089,674 7,139 SH   SOLE   0 0 7,139
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,572,114 6,705 SH   SOLE   0 0 6,705
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 621,908 3,030 SH   SOLE   0 0 3,030
HUMANA INC COM 444859102 BBG001S5S1X6 788,788 2,275 SH   SOLE   0 0 2,275
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 242,969 450 SH   SOLE   0 0 450
INTEL CORP COM 458140100 BBG001S5SF65 451,639 10,225 SH   SOLE   0 0 10,225
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 997,385 5,223 SH   SOLE   0 0 5,223
INTUIT COM 461202103 BBG001S6TWR2 552,500 850 SH   SOLE   0 0 850
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 3,832,520 20,978 SH   SOLE   0 0 20,978
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 BBG00XS1BWX5 264,990 9,166 SH   SOLE   0 0 9,166
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,737,285 6,165 SH   SOLE   0 0 6,165
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2,498,623 41,136 SH   SOLE   0 0 41,136
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 2,522,312 22,822 SH   SOLE   0 0 22,822
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 7,320,691 13,925 SH   SOLE   0 0 13,925
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,122,594 7,096 SH   SOLE   0 0 7,096
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,731,990 18,632 SH   SOLE   0 0 18,632
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 425,304 935 SH   SOLE   0 0 935
LOWES COS INC COM 548661107 BBG001S5SVL3 313,573 1,231 SH   SOLE   0 0 1,231
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 320,448 1,200 SH   SOLE   0 0 1,200
MASCO CORP COM 574599106 BBG001S5SZ70 615,264 7,800 SH   SOLE   0 0 7,800
MCDONALDS CORP COM 580135101 BBG001S5T110 661,173 2,345 SH   SOLE   0 0 2,345
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 8,300,204 5,490 SH   SOLE   0 0 5,490
MERCK & CO INC COM 58933Y105 BBG001S5TC52 832,605 6,310 SH   SOLE   0 0 6,310
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9,008,529 18,552 SH   SOLE   0 0 18,552
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,817,479 20,958 SH   SOLE   0 0 20,958
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 753,470 8,002 SH   SOLE   0 0 8,002
NETFLIX INC COM 64110L106 BBG001SF6L46 945,006 1,556 SH   SOLE   0 0 1,556
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 255,640 4,000 SH   SOLE   0 0 4,000
NUVEEN AMT FREE MUN CR INC F COM 67071L106 BBG001SHZCF8 2,855,250 235,000 SH   SOLE   0 0 235,000
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 7,832,025 707,500 SH   SOLE   0 0 707,500
NUVEEN FLOATING RATE INCOME COM 67072T108 BBG001SJ9S31 9,109,117 1,043,427 SH   SOLE   0 0 1,043,427
NUVEEN MUN VALUE FD INC COM 670928100 BBG001S5TS84 3,030,053 347,882 SH   SOLE   0 0 347,882
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 BBG001S97B05 3,733,200 305,000 SH   SOLE   0 0 305,000
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 2,578,500 225,000 SH   SOLE   0 0 225,000
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,122,529 5,669 SH   SOLE   0 0 5,669
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 240,902 3,707 SH   SOLE   0 0 3,707
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89G5 926,249 26,180 SH   SOLE   0 0 26,180
ORACLE CORP COM 68389X105 BBG001S5SJG6 2,024,959 16,121 SH   SOLE   0 0 16,121
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 376,490 16,362 SH   SOLE   0 0 16,362
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 605,197 2,130 SH   SOLE   0 0 2,130
PEPSICO INC COM 713448108 BBG001S695T1 1,078,587 6,163 SH   SOLE   0 0 6,163
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 262,373 17,250 SH   SOLE   0 0 17,250
PFIZER INC COM 717081103 BBG001S5V466 600,510 21,640 SH   SOLE   0 0 21,640
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 133,644 38,850 SH   SOLE   0 0 38,850
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 336,669 2,075 SH   SOLE   0 0 2,075
REALTY INCOME CORP COM 756109104 BBG001S884K0 216,400 4,000 SH   SOLE   0 0 4,000
REDDIT INC CL A 75734B100 BBG015RGX648 279,349 5,664 SH   SOLE   0 0 5,664
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,041,996 7,100 SH   SOLE   0 0 7,100
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 402,312 4,125 SH   SOLE   0 0 4,125
SALESFORCE INC COM 79466L302 BBG001SDLP09 914,082 3,035 SH   SOLE   0 0 3,035
SEMPRA COM 816851109 BBG001SBVZ73 211,899 2,950 SH   SOLE   0 0 2,950
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 348,248 2,155 SH   SOLE   0 0 2,155
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,714,610 3,278 SH   SOLE   0 0 3,278
TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 1,889,983 17,981 SH   SOLE   0 0 17,981
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 6,274,833 71,778 SH   SOLE   0 0 71,778
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,057,101 10,423 SH   SOLE   0 0 10,423
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 720,473 9,358 SH   SOLE   0 0 9,358
UIPATH INC CL A 90364P105 BBG00GKS1G12 385,390 17,000 SH   SOLE   0 0 17,000
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 298,042 570 SH   SOLE   0 0 570
UNION PAC CORP COM 907818108 BBG001S5X2M0 264,375 1,075 SH   SOLE   0 0 1,075
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 655,478 1,325 SH   SOLE   0 0 1,325
VIRTUS CONVERTIBLE & INC FD COM 92838U108 BBG001SLMK47 2,984,007 997,996 SH   SOLE   0 0 997,996
VIRTUS CONVERTIBLE & INCOME COM 92838X102 BBG001SB26R7 3,424,948 1,025,433 SH   SOLE   0 0 1,025,433
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,932,629 6,925 SH   SOLE   0 0 6,925
WALMART INC COM 931142103 BBG001S5XH92 1,951,731 32,437 SH   SOLE   0 0 32,437
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 434,868 49,813 SH   SOLE   0 0 49,813
YUM BRANDS INC COM 988498101 BBG001S7JQ30 628,917 4,536 SH   SOLE   0 0 4,536
ZOETIS INC CL A 98978V103 BBG0039320P7 1,559,292 9,215 SH   SOLE   0 0 9,215