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
ABBVIE INC Stock 00287Y109   1,096,878 7,078 SH   SOLE   0 0 7,078
AFLAC INC Stock 001055102   409,836 4,968 SH   SOLE   0 0 4,968
AT & T INC Stock 00206R102   415,982 24,790 SH   SOLE   0 0 24,790
ABBOTT LABORATORIES Stock 002824100   625,196 5,680 SH   SOLE   0 0 5,680
ACCENTURE PLC IRELAND SHARES CLASS A Stock G1151C101   303,888 866 SH   SOLE   0 0 866
AIR PRODUCTS & CHEMICALS INC Stock 009158106   3,945,906 14,412 SH   SOLE   0 0 14,412
ALPHABET INC VOTING CAP STK CL A Stock 02079K305   253,677 1,816 SH   SOLE   0 0 1,816
ALPHABET INC NON VOTING CAP STK CL C Stock 02079K107   5,321,799 37,762 SH   SOLE   0 0 37,762
AMAZON COM INC Stock 023135106   6,793,845 44,714 SH   SOLE   0 0 44,714
AMCOR PLC ORD USD 0.01 Stock G0250X107   232,724 24,142 SH   SOLE   0 0 24,142
AMERICAN ELECTRIC POWER INC Stock 025537101   648,792 7,988 SH   SOLE   0 0 7,988
AMGEN INC Stock 031162100   648,436 2,251 SH   SOLE   0 0 2,251
APPLE INC Stock 037833100   10,428,145 54,164 SH   SOLE   0 0 54,164
AUTOMATIC DATA PROCESSING Stock 053015103   565,050 2,425 SH   SOLE   0 0 2,425
BANK OF AMERICA CORP Stock 060505104   572,233 16,995 SH   SOLE   0 0 16,995
BANK NEW YORK MELLON CORP Stock 064058100   380,395 7,308 SH   SOLE   0 0 7,308
BERKSHIRE HATHAWAY INC SERIES B NEW Stock 084670702   5,168,717 14,492 SH   SOLE   0 0 14,492
BIOGEN INC Stock 09062X103   296,033 1,144 SH   SOLE   0 0 1,144
BLACKROCK INC Stock 09247X101   426,253 525 SH   SOLE   0 0 525
BLACKSTONE GROUP INC COM Stock 09260D107   354,400 2,707 SH   SOLE   0 0 2,707
H & R BLOCK INC Stock 093671105   415,063 8,581 SH   SOLE   0 0 8,581
CISCO SYSTEMS INC Stock 17275R102   712,502 14,103 SH   SOLE   0 0 14,103
COMCAST CORP NEW CL A Stock 20030N101   830,009 18,928 SH   SOLE   0 0 18,928
CONOCOPHILLIPS Stock 20825C104   227,845 1,963 SH   SOLE   0 0 1,963
CORTEVA INC Stock 22052L104   224,665 4,688 SH   SOLE   0 0 4,688
DNP SELECT INCOME FD Mutual Fund 23325P104   368,445 43,449 SH   SOLE   0 0 43,449
DOMINION ENERGY INC Stock 25746U109   450,166 9,578 SH   SOLE   0 0 9,578
DUKE ENERGY CORP COM NEW Stock 26441C204   1,352,905 13,942 SH   SOLE   0 0 13,942
ENBRIDGE INC Stock 29250N105   306,170 8,500 SH   SOLE   0 0 8,500
EOG RESOURCES INC Stock 26875P101   472,553 3,907 SH   SOLE   0 0 3,907
EXXON MOBIL CORP Stock 30231G102   337,433 3,375 SH   SOLE   0 0 3,375
META PLATFORMS INC CLASS A Stock 30303M102   256,975 726 SH   SOLE   0 0 726
FIRST CITIZENS BANCSHARES CLASS A Stock 31946M103   860,805 607 SH   SOLE   0 0 607
FIRST TRUST CLOUD ETF COMPUTING ETF ETF 33734X192   280,369 3,198 SH   SOLE   0 0 3,198
ISHARES CORE MSCI ETF EAFE ETF ETF 46432F842   249,461 3,546 SH   SOLE   0 0 3,546
INVESCO TR ETF S&P 500 EQUAL WEIGHT ETF 46137V357   271,790 1,722 SH   SOLE   0 0 1,722
IRON MOUNTAIN INC REIT 46284V101   308,962 4,415 SH   SOLE   0 0 4,415
KENVUE INC Stock 49177J102   306,336 14,228 SH   SOLE   0 0 14,228
MERCK & CO INC NEW Stock 58933Y105   1,110,253 10,184 SH   SOLE   0 0 10,184
JPMORGAN ETF ULTRA-SHORT INCOME ETF 46641Q837   2,748,286 54,714 SH   SOLE   0 0 54,714
JPMORGAN CHASE & CO Stock 46625H100   5,781,043 33,986 SH   SOLE   0 0 33,986
NVIDIA CORP Stock 67066G104   5,738,441 11,588 SH   SOLE   0 0 11,588
NEXTERA ENERGY INC Stock 65339F101   835,022 13,747 SH   SOLE   0 0 13,747
INVESCO TR ETF S&P 500 EQUAL WEIGHT MATLS ETF 46137V316   201,988 6,005 SH   SOLE   0 0 6,005
QUEST DIAGNOSTICS INC Stock 74834L100   216,654 1,571 SH   SOLE   0 0 1,571
SPDR S&P SEMICONDCTR ETF ETF 78464A862   404,847 1,801 SH   SOLE   0 0 1,801
SPDR S&P INSURANCE ETF ETF 78464A789   224,834 4,972 SH   SOLE   0 0 4,972
STARWOOD PROPERTY TR INC REIT 85571B105   426,204 20,276 SH   SOLE   0 0 20,276
TARGET CORP Stock 87612E106   375,331 2,635 SH   SOLE   0 0 2,635
TESLA INC Stock 88160R101   219,159 882 SH   SOLE   0 0 882
TRAVELERS COS INC/ THE Stock 89417E109   733,958 3,853 SH   SOLE   0 0 3,853
TRUIST FINL CORP Stock 89832Q109   435,672 11,800 SH   SOLE   0 0 11,800
UNITEDHEALTH GROUP INC Stock 91324P102   11,459,527 21,767 SH   SOLE   0 0 21,767
VANGUARD INDUSTRIALS ETF ETF 92204A603   240,996 1,093 SH   SOLE   0 0 1,093
VERIZON COMMUNICATIONS COM Stock 92343V104   489,853 12,993 SH   SOLE   0 0 12,993
VISA INC CLASS A Stock 92826C839   4,982,914 19,139 SH   SOLE   0 0 19,139
WASTE MGMT INC DEL Stock 94106L109   719,760 4,019 SH   SOLE   0 0 4,019
XCEL ENERGY INC Stock 98389B100   260,944 4,215 SH   SOLE   0 0 4,215