AMAZON COM INC COM 023135106 5695471 37485 SH SOLE 0 0 37485 INVESCO QQQ TR UNIT SER 1 46090E103 293626 717 SH SOLE 0 0 717 STARBUCKS CORP COM 855244109 2134878 22236 SH SOLE 0 0 22236 SEMPRA COM 816851109 905877 12122 SH SOLE 0 0 12122 NUVEEN MASSACHUSETS QLT MUN COM 67061E104 336320 32000 SH SOLE 0 0 32000 ISHARES GOLD TR ISHARES NEW 464285204 6362319 163011 SH SOLE 0 0 163011 DOLLAR GEN CORP NEW COM 256677105 949747 6986 SH SOLE 0 0 6986 JOHNSON & JOHNSON COM 478160104 4031823 25723 SH SOLE 0 0 25723 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4668288 54683 SH SOLE 0 0 54683 WASTE MGMT INC DEL COM 94106L109 441840 2467 SH SOLE 0 0 2467 VANGUARD INDEX FDS TOTAL STK MKT 922908769 297711 1255 SH SOLE 0 0 1255 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1193854 7261 SH SOLE 0 0 7261 COSTCO WHSL CORP NEW COM 22160K105 910250 1379 SH SOLE 0 0 1379 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 209523 1636 SH SOLE 0 0 1636 LAS VEGAS SANDS CORP COM 517834107 422911 8594 SH SOLE 0 0 8594 YUM BRANDS INC COM 988498101 549556 4206 SH SOLE 0 0 4206 PROCTER AND GAMBLE CO COM 742718109 5444401 37153 SH SOLE 0 0 37153 COCA COLA CO COM 191216100 5278242 89568 SH SOLE 0 0 89568 ENTERPRISE PRODS PARTNERS L COM 293792107 625496 23738 SH SOLE 0 0 23738 UNITED PARCEL SERVICE INC CL B 911312106 527664 3356 SH SOLE 0 0 3356 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 240516 2722 SH SOLE 0 0 2722 INTEL CORP COM 458140100 240496 4786 SH SOLE 0 0 4786 MEDTRONIC PLC SHS G5960L103 4233261 51387 SH SOLE 0 0 51387 NETFLIX INC COM 64110L106 1705541 3503 SH SOLE 0 0 3503 MEDICAL PPTYS TRUST INC COM 58463J304 1655480 337165 SH SOLE 0 0 337165 PROLOGIS INC. COM 74340W103 1391919 10442 SH SOLE 0 0 10442 SANOFI SPONSORED ADR 80105N105 895786 18013 SH SOLE 0 0 18013 MERCK & CO INC COM 58933Y105 4732776 43412 SH SOLE 0 0 43412 OSHKOSH CORP COM 688239201 1824866 16833 SH SOLE 0 0 16833 MCKESSON CORP COM 58155Q103 1084762 2343 SH SOLE 0 0 2343 THE TRADE DESK INC COM CL A 88339J105 658506 9151 SH SOLE 0 0 9151 MASTERCARD INCORPORATED CL A 57636Q104 1052627 2468 SH SOLE 0 0 2468 SBA COMMUNICATIONS CORP NEW CL A 78410G104 489875 1931 SH SOLE 0 0 1931 STEEL DYNAMICS INC COM 858119100 975152 8257 SH SOLE 0 0 8257 ISHARES INC MSCI JPN ETF NEW 46434G822 262653 4095 SH SOLE 0 0 4095 ISHARES TR TIPS BD ETF 464287176 4828451 44920 SH SOLE 0 0 44920 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 716681 31551 SH SOLE 0 0 31551 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 5665182 117243 SH SOLE 0 0 117243 VERIZON COMMUNICATIONS INC COM 92343V104 4326829 114770 SH SOLE 0 0 114770 CHUBB LIMITED COM H1467J104 1029656 4556 SH SOLE 0 0 4556 FEDEX CORP COM 31428X106 567159 2242 SH SOLE 0 0 2242 SHERWIN WILLIAMS CO COM 824348106 1127518 3615 SH SOLE 0 0 3615 PEPSICO INC COM 713448108 4875427 28706 SH SOLE 0 0 28706 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 394933 8854 SH SOLE 0 0 8854 KIMBERLY-CLARK CORP COM 494368103 3143950 25874 SH SOLE 0 0 25874 TRANE TECHNOLOGIES PLC SHS G8994E103 1380474 5660 SH SOLE 0 0 5660 FIRSTENERGY CORP COM 337932107 3751308 102327 SH SOLE 0 0 102327 INGERSOLL RAND INC COM 45687V106 553290 7154 SH SOLE 0 0 7154 US BANCORP DEL COM NEW 902973304 1120649 25893 SH SOLE 0 0 25893 SPDR SER TR BBG CONV SEC ETF 78464A359 521933 7234 SH SOLE 0 0 7234 HOME DEPOT INC COM 437076102 421058 1215 SH SOLE 0 0 1215 AUTOMATIC DATA PROCESSING IN COM 053015103 226680 973 SH SOLE 0 0 973 SPDR GOLD TR GOLD SHS 78463V107 286755 1500 SH SOLE 0 0 1500 BECTON DICKINSON & CO COM 075887109 467910 1919 SH SOLE 0 0 1919 WEBSTER FINL CORP COM 947890109 4603577 90693 SH SOLE 0 0 90693 SPDR SER TR PORTFOLIO S&P400 78464A847 429223 8810 SH SOLE 0 0 8810 IQVIA HLDGS INC COM 46266C105 854949 3695 SH SOLE 0 0 3695 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 4292992 188869 SH SOLE 0 0 188869 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 768959 2156 SH SOLE 0 0 2156 ADOBE INC COM 00724F101 480860 806 SH SOLE 0 0 806 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 281066 3458 SH SOLE 0 0 3458 ALPHABET INC CAP STK CL A 02079K305 3666443 26247 SH SOLE 0 0 26247 PROGRESSIVE CORP COM 743315103 257874 1619 SH SOLE 0 0 1619 INTUIT COM 461202103 598779 958 SH SOLE 0 0 958 HALLIBURTON CO COM 406216101 760560 21039 SH SOLE 0 0 21039 CONSTELLATION BRANDS INC CL A 21036P108 762963 3156 SH SOLE 0 0 3156 UNILEVER PLC SPON ADR NEW 904767704 3985395 82207 SH SOLE 0 0 82207 COMCAST CORP NEW CL A 20030N101 1600130 36491 SH SOLE 0 0 36491 ISHARES TR IBONDS DEC 46435U697 206481 7963 SH SOLE 0 0 7963 MICROSOFT CORP COM 594918104 7869765 20928 SH SOLE 0 0 20928 VALERO ENERGY CORP COM 91913Y100 1156350 8895 SH SOLE 0 0 8895 SCHLUMBERGER LTD COM STK 806857108 866830 16657 SH SOLE 0 0 16657 CVS HEALTH CORP COM 126650100 5683541 71980 SH SOLE 0 0 71980 NIO INC SPON ADS 62914V106 446072 49181 SH SOLE 0 0 49181 VANGUARD INDEX FDS MID CAP ETF 922908629 1121325 4820 SH SOLE 0 0 4820 NEXTERA ENERGY INC COM 65339F101 6003602 98841 SH SOLE 0 0 98841 NIKE INC CL B 654106103 1171905 10794 SH SOLE 0 0 10794 TESLA INC COM 88160R101 1564182 6295 SH SOLE 0 0 6295 ISHARES TR IBONDS DEC 25 46435U432 207582 7820 SH SOLE 0 0 7820 DOW INC COM 260557103 4705107 85797 SH SOLE 0 0 85797 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4258348 44787 SH SOLE 0 0 44787 ASTRAZENECA PLC SPONSORED ADR 046353108 1165694 17308 SH SOLE 0 0 17308 FIFTH THIRD BANCORP COM 316773100 4532986 131429 SH SOLE 0 0 131429 UBER TECHNOLOGIES INC COM 90353T100 2437495 39589 SH SOLE 0 0 39589 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 324723 640 SH SOLE 0 0 640 WABTEC COM 929740108 357224 2815 SH SOLE 0 0 2815 ELI LILLY & CO COM 532457108 1607693 2758 SH SOLE 0 0 2758 AIR PRODS & CHEMS INC COM 009158106 1079320 3942 SH SOLE 0 0 3942 DRAFTKINGS INC NEW COM CL A 26142V105 215730 6120 SH SOLE 0 0 6120 ISHARES TR RUSSELL 2000 ETF 464287655 414466 2065 SH SOLE 0 0 2065 BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105 178876 12210 SH SOLE 0 0 12210 APOLLO GLOBAL MGMT INC COM 03769M106 1212961 13016 SH SOLE 0 0 13016 DUKE ENERGY CORP NEW COM NEW 26441C204 3704502 38175 SH SOLE 0 0 38175 CHIPOTLE MEXICAN GRILL INC COM 169656105 521427 228 SH SOLE 0 0 228 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 919980 16733 SH SOLE 0 0 16733 FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107 339404 24365 SH SOLE 0 0 24365 EDISON INTL COM 281020107 3471626 48561 SH SOLE 0 0 48561 INDEPENDENT BK CORP MASS COM 453836108 1229726 18686 SH SOLE 0 0 18686 SNOWFLAKE INC CL A 833445109 575110 2890 SH SOLE 0 0 2890 NBT BANCORP INC COM 628778102 418220 9979 SH SOLE 0 0 9979 SPDR SER TR NUVEEN BLOOMBERG 78464A284 556220 21985 SH SOLE 0 0 21985 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 703786 50999 SH SOLE 0 0 50999 COINBASE GLOBAL INC COM CL A 19260Q107 1667197 9586 SH SOLE 0 0 9586 VISA INC COM CL A 92826C839 1424635 5472 SH SOLE 0 0 5472 ISHARES TR MSCI EAFE MIN VL 46429B689 312030 4500 SH SOLE 0 0 4500 HERSHEY CO COM 427866108 419676 2251 SH SOLE 0 0 2251 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 493439 8068 SH SOLE 0 0 8068 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 347380 12568 SH SOLE 0 0 12568 VANGUARD INDEX FDS GROWTH ETF 922908736 700413 2253 SH SOLE 0 0 2253 PHILLIPS 66 COM 718546104 5780939 43420 SH SOLE 0 0 43420 META PLATFORMS INC CL A 30303M102 2772569 7833 SH SOLE 0 0 7833 SERVICENOW INC COM 81762P102 933980 1322 SH SOLE 0 0 1322 PALO ALTO NETWORKS INC COM 697435105 762560 2586 SH SOLE 0 0 2586 CARLYLE GROUP INC COM 14316J108 547118 13446 SH SOLE 0 0 13446 MONDELEZ INTL INC CL A 609207105 2104816 29060 SH SOLE 0 0 29060 BROADCOM INC COM 11135F101 7104931 6365 SH SOLE 0 0 6365 WORKDAY INC CL A 98138H101 561782 2035 SH SOLE 0 0 2035 METLIFE INC COM 59156R108 4146616 62704 SH SOLE 0 0 62704 CANADIAN PACIFIC KANSAS CITY COM 13646K108 408345 5165 SH SOLE 0 0 5165 MOODYS CORP COM 615369105 297997 763 SH SOLE 0 0 763 PIONEER NAT RES CO COM 723787107 911664 4054 SH SOLE 0 0 4054 NOVARTIS AG SPONSORED ADR 66987V109 433060 4289 SH SOLE 0 0 4289 KINDER MORGAN INC DEL COM 49456B101 3549997 201247 SH SOLE 0 0 201247 NVIDIA CORPORATION COM 67066G104 1309857 2645 SH SOLE 0 0 2645 ABBVIE INC COM 00287Y109 2694773 17389 SH SOLE 0 0 17389 S&P GLOBAL INC COM 78409V104 287660 653 SH SOLE 0 0 653 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 908856 8739 SH SOLE 0 0 8739 BLACKSTONE INC COM 09260D107 4300984 32852 SH SOLE 0 0 32852 STRYKER CORPORATION COM 863667101 442003 1476 SH SOLE 0 0 1476 QUALCOMM INC COM 747525103 4843080 33486 SH SOLE 0 0 33486 T-MOBILE US INC COM 872590104 2668693 16645 SH SOLE 0 0 16645 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 5166028 123206 SH SOLE 0 0 123206 INTUITIVE SURGICAL INC COM NEW 46120E602 1495854 4434 SH SOLE 0 0 4434 MCDONALDS CORP COM 580135101 4903089 16536 SH SOLE 0 0 16536 QUEST DIAGNOSTICS INC COM 74834L100 1622296 11766 SH SOLE 0 0 11766 CISCO SYS INC COM 17275R102 4196444 83065 SH SOLE 0 0 83065 CAPITAL ONE FINL CORP COM 14040H105 5265255 40156 SH SOLE 0 0 40156 ADVANCED MICRO DEVICES INC COM 007903107 970253 6582 SH SOLE 0 0 6582 AT&T INC COM 00206R102 3997231 238214 SH SOLE 0 0 238214 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 3407374 53449 SH SOLE 0 0 53449 CHARTER COMMUNICATIONS INC N CL A 16119P108 402672 1036 SH SOLE 0 0 1036 PROSHARES TR S&P 500 DV ARIST 74348A467 394985 4149 SH SOLE 0 0 4149 AMBEV SA SPONSORED ADR 02319V103 36246 12945 SH SOLE 0 0 12945 SPDR SER TR PORTFOLIO S&P600 78468R853 542224 12855 SH SOLE 0 0 12855 ISHARES TR S&P 500 GRWT ETF 464287309 1097361 14612 SH SOLE 0 0 14612 ROSS STORES INC COM 778296103 460700 3329 SH SOLE 0 0 3329 ISHARES TR PFD AND INCM SEC 464288687 5523811 177102 SH SOLE 0 0 177102 SALESFORCE INC COM 79466L302 1591208 6047 SH SOLE 0 0 6047 NORTHROP GRUMMAN CORP COM 666807102 705019 1506 SH SOLE 0 0 1506 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 726473 15195 SH SOLE 0 0 15195 THERMO FISHER SCIENTIFIC INC COM 883556102 1604047 3022 SH SOLE 0 0 3022 LOCKHEED MARTIN CORP COM 539830109 5050000 11142 SH SOLE 0 0 11142 JPMORGAN CHASE & CO COM 46625H100 7389144 43440 SH SOLE 0 0 43440 CHEVRON CORP NEW COM 166764100 4423489 29656 SH SOLE 0 0 29656 ISHARES TR NATIONAL MUN ETF 464288414 510611 4710 SH SOLE 0 0 4710 ALBEMARLE CORP COM 012653101 303697 2102 SH SOLE 0 0 2102 DANAHER CORPORATION COM 235851102 345853 1495 SH SOLE 0 0 1495 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 267236 15546 SH SOLE 0 0 15546 TJX COS INC NEW COM 872540109 2215229 23614 SH SOLE 0 0 23614 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 321027 14306 SH SOLE 0 0 14306 SPDR SER TR S&P DIVID ETF 78464A763 1797693 14385 SH SOLE 0 0 14385 WALMART INC COM 931142103 4305737 27312 SH SOLE 0 0 27312 INTERNATIONAL BUSINESS MACHS COM 459200101 718148 4391 SH SOLE 0 0 4391 ORACLE CORP COM 68389X105 1035639 9823 SH SOLE 0 0 9823 RTX CORPORATION COM 75513E101 1318979 15676 SH SOLE 0 0 15676 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 854181 20783 SH SOLE 0 0 20783 TEXAS INSTRS INC COM 882508104 371432 2179 SH SOLE 0 0 2179 TARGET CORP COM 87612E106 1295595 9097 SH SOLE 0 0 9097 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 358332 3210 SH SOLE 0 0 3210 SPDR SER TR NUVEEN BLMBRG MU 78468R721 420838 8954 SH SOLE 0 0 8954 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 2254745 43739 SH SOLE 0 0 43739 PFIZER INC COM 717081103 2616925 90897 SH SOLE 0 0 90897 GILEAD SCIENCES INC COM 375558103 1493500 18436 SH SOLE 0 0 18436 ALPHABET INC CAP STK CL C 02079K107 1382523 9810 SH SOLE 0 0 9810 AMERICAN EXPRESS CO COM 025816109 1259674 6724 SH SOLE 0 0 6724 AMGEN INC COM 031162100 2715453 9428 SH SOLE 0 0 9428 APPLIED MATLS INC COM 038222105 1094135 6751 SH SOLE 0 0 6751 ANALOG DEVICES INC COM 032654105 508909 2563 SH SOLE 0 0 2563 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 244511 1547 SH SOLE 0 0 1547 TEXAS ROADHOUSE INC COM 882681109 964884 7894 SH SOLE 0 0 7894 TRANSDIGM GROUP INC COM 893641100 411721 407 SH SOLE 0 0 407 WILLIAMS COS INC COM 969457100 925433 26570 SH SOLE 0 0 26570 ARISTA NETWORKS INC COM 040413106 810625 3442 SH SOLE 0 0 3442 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2214348 12995 SH SOLE 0 0 12995 ISHARES TR 7-10 YR TRSY BD 464287440 796663 8265 SH SOLE 0 0 8265 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 4188967 70214 SH SOLE 0 0 70214 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 760063 9806 SH SOLE 0 0 9806 DELTA AIR LINES INC DEL COM NEW 247361702 318099 7907 SH SOLE 0 0 7907 KRANESHARES TR BOSERA MSCI CHIN 500767405 425694 20555 SH SOLE 0 0 20555 PHILIP MORRIS INTL INC COM 718172109 684902 7280 SH SOLE 0 0 7280 PARKER-HANNIFIN CORP COM 701094104 1027361 2230 SH SOLE 0 0 2230 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 248637 6994 SH SOLE 0 0 6994 ALTRIA GROUP INC COM 02209S103 314733 7802 SH SOLE 0 0 7802 DOMINION ENERGY INC COM 25746U109 2615691 55653 SH SOLE 0 0 55653 EXXON MOBIL CORP COM 30231G102 414417 4145 SH SOLE 0 0 4145 UNITEDHEALTH GROUP INC COM 91324P102 2164845 4112 SH SOLE 0 0 4112 LOWES COS INC COM 548661107 1406739 6321 SH SOLE 0 0 6321 ARK ETF TR INNOVATION ETF 00214Q104 1056041 20165 SH SOLE 0 0 20165 DEERE & CO COM 244199105 1872991 4684 SH SOLE 0 0 4684 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2989880 73715 SH SOLE 0 0 73715 AMERICAN INTL GROUP INC COM NEW 026874784 1038404 15327 SH SOLE 0 0 15327 NOVO-NORDISK A S ADR 670100205 1302539 12591 SH SOLE 0 0 12591 SAP SE SPON ADR 803054204 1127734 7295 SH SOLE 0 0 7295 PAYPAL HLDGS INC COM 70450Y103 787399 12822 SH SOLE 0 0 12822 NASDAQ INC COM 631103108 691110 11887 SH SOLE 0 0 11887 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 202223 3756 SH SOLE 0 0 3756 SCHWAB CHARLES CORP COM 808513105 805098 11702 SH SOLE 0 0 11702 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 819029 24082 SH SOLE 0 0 24082 CROWN CASTLE INC COM 22822V101 4123111 35794 SH SOLE 0 0 35794 TORONTO DOMINION BK ONT COM NEW 891160509 3870609 59898 SH SOLE 0 0 59898 BLACKROCK INC COM 09247X101 697336 859 SH SOLE 0 0 859 APPLE INC COM 037833100 12461697 64726 SH SOLE 0 0 64726 GSK PLC SPONSORED ADR 37733W204 3627803 97890 SH SOLE 0 0 97890 ISHARES TR IBONDS DEC24 ETF 46434VBG4 522512 20976 SH SOLE 0 0 20976 ABBOTT LABS COM 002824100 1715221 15583 SH SOLE 0 0 15583 DISNEY WALT CO COM 254687106 1164922 12902 SH SOLE 0 0 12902 RAYMOND JAMES FINL INC COM 754730109 1397876 12537 SH SOLE 0 0 12537 BOOKING HOLDINGS INC COM 09857L108 390194 110 SH DFND 0 0 110