AMAZON COM INC COM 023135106 9439753 42992 SH SOLE 0 0 42992 INVESCO QQQ TR UNIT SER 1 46090E103 2582812 4302 SH SOLE 0 0 4302 STARBUCKS CORP COM 855244109 2614974 30910 SH SOLE 0 0 30910 SEMPRA COM 816851109 1838656 20434 SH SOLE 0 0 20434 NUVEEN MASSACHUSETS QLT MUN COM 67061E104 372800 32000 SH SOLE 0 0 32000 XPO INC COM 983793100 413147 3196 SH SOLE 0 0 3196 ISHARES GOLD TR ISHARES NEW 464285204 10761664 147886 SH SOLE 0 0 147886 DOLLAR GEN CORP NEW COM 256677105 1414658 13688 SH SOLE 0 0 13688 JOHNSON & JOHNSON COM 478160104 6600075 35595 SH SOLE 0 0 35595 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9602172 40677 SH SOLE 0 0 40677 WASTE MGMT INC DEL COM 94106L109 535734 2426 SH SOLE 0 0 2426 VANGUARD INDEX FDS TOTAL STK MKT 922908769 487661 1486 SH SOLE 0 0 1486 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 977408 4669 SH SOLE 0 0 4669 COSTCO WHSL CORP NEW COM 22160K105 1207022 1304 SH SOLE 0 0 1304 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 1037506 6176 SH SOLE 0 0 6176 GOLDMAN SACHS GROUP INC COM 38141G104 504090 633 SH SOLE 0 0 633 LAS VEGAS SANDS CORP COM 517834107 1232935 22921 SH SOLE 0 0 22921 YUM BRANDS INC COM 988498101 637640 4195 SH SOLE 0 0 4195 PROCTER AND GAMBLE CO COM 742718109 7043603 45842 SH SOLE 0 0 45842 COCA COLA CO COM 191216100 7625469 114980 SH SOLE 0 0 114980 ENTERPRISE PRODS PARTNERS L COM 293792107 1005706 32162 SH SOLE 0 0 32162 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 699745 7654 SH SOLE 0 0 7654 STATE STR CORP COM 857477103 254294 2192 SH SOLE 0 0 2192 MEDTRONIC PLC SHS G5960L103 6751768 70892 SH SOLE 0 0 70892 NETFLIX INC COM 64110L106 3456486 2883 SH SOLE 0 0 2883 MEDICAL PPTYS TRUST INC COM 58463J304 60688 11970 SH SOLE 0 0 11970 ISHARES SILVER TR ISHARES 46428Q109 1200130 28325 SH SOLE 0 0 28325 PROLOGIS INC. COM 74340W103 2179589 19032 SH SOLE 0 0 19032 SANOFI SA SPONSORED ADR 80105N105 1434314 30388 SH SOLE 0 0 30388 MERCK & CO INC COM 58933Y105 5927900 70629 SH SOLE 0 0 70629 OSHKOSH CORP COM 688239201 2668257 20573 SH SOLE 0 0 20573 MCKESSON CORP COM 58155Q103 1740533 2253 SH SOLE 0 0 2253 MASTERCARD INCORPORATED CL A 57636Q104 1444777 2540 SH SOLE 0 0 2540 STEEL DYNAMICS INC COM 858119100 1660613 11910 SH SOLE 0 0 11910 EMERSON ELEC CO COM 291011104 248061 1891 SH SOLE 0 0 1891 ISHARES INC MSCI JPN ETF NEW 46434G822 254587 3174 SH SOLE 0 0 3174 ISHARES TR TIPS BD ETF 464287176 7757162 69746 SH SOLE 0 0 69746 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 11513564 233588 SH SOLE 0 0 233588 BANK NEW YORK MELLON CORP COM 064058100 343006 3148 SH SOLE 0 0 3148 VERIZON COMMUNICATIONS INC COM 92343V104 6015360 136868 SH SOLE 0 0 136868 CHUBB LIMITED COM H1467J104 1529230 5418 SH SOLE 0 0 5418 FEDEX CORP COM 31428X106 522083 2214 SH SOLE 0 0 2214 SHERWIN WILLIAMS CO COM 824348106 1653045 4774 SH SOLE 0 0 4774 PEPSICO INC COM 713448108 6581923 46866 SH SOLE 0 0 46866 FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 33740F805 209440 4715 SH SOLE 0 0 4715 KIMBERLY-CLARK CORP COM 494368103 4412542 35488 SH SOLE 0 0 35488 HESS MIDSTREAM LP CL A SHS 428103105 363293 10515 SH SOLE 0 0 10515 HONEYWELL INTL INC COM 438516106 405634 1927 SH SOLE 0 0 1927 TRANE TECHNOLOGIES PLC SHS G8994E103 2504333 5935 SH SOLE 0 0 5935 FIRSTENERGY CORP COM 337932107 6023558 131461 SH SOLE 0 0 131461 FORD MTR CO COM 345370860 148603 12425 SH SOLE 0 0 12425 INGERSOLL RAND INC COM 45687V106 611388 7400 SH SOLE 0 0 7400 US BANCORP DEL COM NEW 902973304 1601758 33142 SH SOLE 0 0 33142 SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 819284 9053 SH SOLE 0 0 9053 HOME DEPOT INC COM 437076102 389388 961 SH SOLE 0 0 961 AUTOMATIC DATA PROCESSING IN COM 053015103 308175 1050 SH SOLE 0 0 1050 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 557933 4009 SH SOLE 0 0 4009 SPDR GOLD TR GOLD SHS 78463V107 549912 1547 SH SOLE 0 0 1547 BECTON DICKINSON & CO COM 075887109 260166 1390 SH SOLE 0 0 1390 WEBSTER FINL CORP COM 947890109 5411915 91048 SH SOLE 0 0 91048 SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 391008 6837 SH SOLE 0 0 6837 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 240368 1591 SH SOLE 0 0 1591 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 7219905 313092 SH SOLE 0 0 313092 ISHARES TR CORE S&P SCP ETF 464287804 224826 1892 SH SOLE 0 0 1892 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1328239 2642 SH SOLE 0 0 2642 ADOBE INC COM 00724F101 1022270 2898 SH SOLE 0 0 2898 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 611122 7266 SH SOLE 0 0 7266 ALPHABET INC CAP STK CL A 02079K305 7055874 29025 SH SOLE 0 0 29025 PROGRESSIVE CORP COM 743315103 392897 1591 SH SOLE 0 0 1591 INTUIT COM 461202103 1104302 1617 SH SOLE 0 0 1617 CONSTELLATION BRANDS INC CL A 21036P108 1100475 8172 SH SOLE 0 0 8172 UNILEVER PLC SPON ADR NEW 904767704 6083448 102622 SH SOLE 0 0 102622 COMCAST CORP NEW CL A 20030N101 1590893 50633 SH SOLE 0 0 50633 MICROSOFT CORP COM 594918104 11413865 22037 SH SOLE 0 0 22037 VALERO ENERGY CORP COM 91913Y100 1944531 11421 SH SOLE 0 0 11421 SCHLUMBERGER LTD COM STK 806857108 1381125 40184 SH SOLE 0 0 40184 CVS HEALTH CORP COM 126650100 6925419 91861 SH SOLE 0 0 91861 MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502 122957 10255 SH SOLE 0 0 10255 ARES CAPITAL CORP COM 04010L103 231371 11336 SH SOLE 0 0 11336 NEXTERA ENERGY INC COM 65339F101 9946535 131760 SH SOLE 0 0 131760 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 3832493 163747 SH SOLE 0 0 163747 VANGUARD INDEX FDS MID CAP ETF 922908629 2285595 7781 SH SOLE 0 0 7781 TESLA INC COM 88160R101 4098984 9217 SH SOLE 0 0 9217 ISHARES TR IBONDS DEC 25 46435U432 220991 8249 SH SOLE 0 0 8249 DOW INC COM 260557103 4397442 191777 SH SOLE 0 0 191777 KKR & CO INC COM 48251W104 240408 1850 SH SOLE 0 0 1850 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3964810 80848 SH SOLE 0 0 80848 ASTRAZENECA PLC SPONSORED ADR 046353108 1719375 22411 SH SOLE 0 0 22411 FIFTH THIRD BANCORP COM 316773100 4853132 108937 SH SOLE 0 0 108937 UBER TECHNOLOGIES INC COM 90353T100 4216317 43037 SH SOLE 0 0 43037 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 515043 864 SH SOLE 0 0 864 GLOBAL X FDS RUSSELL 2000 37954Y459 227466 15114 SH SOLE 0 0 15114 GENERAL MTRS CO COM 37045V100 361735 5933 SH SOLE 0 0 5933 CROWDSTRIKE HLDGS INC CL A 22788C105 2164537 4414 SH SOLE 0 0 4414 ISHARES TR RUS TP200 GR ETF 464289438 301015 1100 SH SOLE 0 0 1100 BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101 270596 12211 SH SOLE 0 0 12211 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 351607 20610 SH SOLE 0 0 20610 WABTEC COM 929740108 447048 2230 SH SOLE 0 0 2230 ELI LILLY & CO COM 532457108 2569080 3367 SH SOLE 0 0 3367 AIR PRODS & CHEMS INC COM 009158106 1606870 5892 SH SOLE 0 0 5892 ISHARES TR RUSSELL 2000 ETF 464287655 308499 1275 SH SOLE 0 0 1275 BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105 181144 12562 SH SOLE 0 0 12562 APOLLO GLOBAL MGMT INC COM 03769M106 1776223 13328 SH SOLE 0 0 13328 DUKE ENERGY CORP NEW COM NEW 26441C204 5021804 40580 SH SOLE 0 0 40580 MICRON TECHNOLOGY INC COM 595112103 1962446 11729 SH SOLE 0 0 11729 CHIPOTLE MEXICAN GRILL INC COM 169656105 413454 10550 SH SOLE 0 0 10550 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 383128 6710 SH SOLE 0 0 6710 FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107 170272 11751 SH SOLE 0 0 11751 EDISON INTL COM 281020107 4763708 86174 SH SOLE 0 0 86174 EVERSOURCE ENERGY COM 30040W108 304052 4274 SH SOLE 0 0 4274 INDEPENDENT BK CORP MASS COM 453836108 1671636 24167 SH SOLE 0 0 24167 SNOWFLAKE INC COM SHS 833445109 1279094 5671 SH SOLE 0 0 5671 PALANTIR TECHNOLOGIES INC CL A 69608A108 1760535 9651 SH SOLE 0 0 9651 NBT BANCORP INC COM 628778102 441904 10582 SH SOLE 0 0 10582 SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284 475066 19056 SH SOLE 0 0 19056 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1488130 86721 SH SOLE 0 0 86721 ARCHER AVIATION INC COM CL A 03945R102 761600 79499 SH SOLE 0 0 79499 COINBASE GLOBAL INC COM CL A 19260Q107 1996440 5916 SH SOLE 0 0 5916 VISA INC COM CL A 92826C839 2329918 6825 SH SOLE 0 0 6825 ISHARES TR MSCI EAFE MIN VL 46429B689 397344 4684 SH SOLE 0 0 4684 HERSHEY CO COM 427866108 421050 2251 SH SOLE 0 0 2251 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 574438 10861 SH SOLE 0 0 10861 GUIDEWIRE SOFTWARE INC COM 40171V100 1074825 4676 SH SOLE 0 0 4676 VANGUARD INDEX FDS VALUE ETF 922908744 358434 1922 SH SOLE 0 0 1922 VANGUARD INDEX FDS GROWTH ETF 922908736 1248447 2603 SH SOLE 0 0 2603 PHILLIPS 66 COM 718546104 6512561 47879 SH SOLE 0 0 47879 AMERICAN TOWER CORP NEW COM 03027X100 231938 1206 SH SOLE 0 0 1206 META PLATFORMS INC CL A 30303M102 7434889 10124 SH SOLE 0 0 10124 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 790417 18806 SH SOLE 0 0 18806 ASML HOLDING N V N Y REGISTRY SHS N07059210 302044 312 SH SOLE 0 0 312 SERVICENOW INC COM 81762P102 1408949 1531 SH SOLE 0 0 1531 PALO ALTO NETWORKS INC COM 697435105 1644028 8074 SH SOLE 0 0 8074 CARLYLE GROUP INC COM 14316J108 913036 14562 SH SOLE 0 0 14562 MONDELEZ INTL INC CL A 609207105 3034386 48573 SH SOLE 0 0 48573 BROADCOM INC COM 11135F101 12179809 36919 SH SOLE 0 0 36919 WORKDAY INC CL A 98138H101 388297 1613 SH SOLE 0 0 1613 MPLX LP COM UNIT REP LTD 55336V100 409840 8205 SH SOLE 0 0 8205 METLIFE INC COM 59156R108 4942395 60002 SH SOLE 0 0 60002 MARTIN MARIETTA MATLS INC COM 573284106 1411846 2240 SH SOLE 0 0 2240 NOVARTIS AG SPONSORED ADR 66987V109 586313 4572 SH SOLE 0 0 4572 KINDER MORGAN INC DEL COM 49456B101 5815493 205422 SH SOLE 0 0 205422 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 209117 848 SH SOLE 0 0 848 NVIDIA CORPORATION COM 67066G104 5558779 29793 SH SOLE 0 0 29793 ABBVIE INC COM 00287Y109 5174230 22347 SH SOLE 0 0 22347 S&P GLOBAL INC COM 78409V104 318308 654 SH SOLE 0 0 654 KORN FERRY COM NEW 500643200 349690 4997 SH SOLE 0 0 4997 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3413534 12222 SH SOLE 0 0 12222 BLACKSTONE INC COM 09260D107 6145877 35972 SH SOLE 0 0 35972 FLUTTER ENTMT PLC SHS G3643J108 989330 3895 SH SOLE 0 0 3895 STRYKER CORPORATION COM 863667101 521974 1412 SH SOLE 0 0 1412 QUALCOMM INC COM 747525103 6266459 37668 SH SOLE 0 0 37668 T-MOBILE US INC COM 872590104 4580672 19136 SH SOLE 0 0 19136 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 11633534 279787 SH SOLE 0 0 279787 INTUITIVE SURGICAL INC COM NEW 46120E602 2313074 5172 SH SOLE 0 0 5172 EQT CORP COM 26884L109 957662 17594 SH SOLE 0 0 17594 MCDONALDS CORP COM 580135101 6381967 21001 SH SOLE 0 0 21001 QUEST DIAGNOSTICS INC COM 74834L100 2811113 14750 SH SOLE 0 0 14750 CISCO SYS INC COM 17275R102 5737248 83853 SH SOLE 0 0 83853 CAPITAL ONE FINL CORP COM 14040H105 6732031 31668 SH SOLE 0 0 31668 ADVANCED MICRO DEVICES INC COM 007903107 1805091 11157 SH SOLE 0 0 11157 JETBLUE AWYS CORP COM 477143101 83640 17000 SH SOLE 0 0 17000 AT&T INC COM 00206R102 6402055 226702 SH SOLE 0 0 226702 GE VERNOVA INC COM 36828A101 362022 589 SH SOLE 0 0 589 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 3813555 57004 SH SOLE 0 0 57004 RUBRIK INC. CL A 781154109 1476552 17952 SH SOLE 0 0 17952 GE AEROSPACE COM NEW 369604301 557720 1854 SH SOLE 0 0 1854 COLUMBIA ETF TR I US EQUITY INCOME 19761L854 395824 8478 SH SOLE 0 0 8478 CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 1292516 41829 SH SOLE 0 0 41829 PROSHARES TR S&P 500 DV ARIST 74348A467 354561 3440 SH SOLE 0 0 3440 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 2385476 51500 SH SOLE 0 0 51500 ISHARES TR S&P 500 GRWT ETF 464287309 2608889 21611 SH SOLE 0 0 21611 ISHARES TR CORE S&P500 ETF 464287200 395556 591 SH SOLE 0 0 591 ROSS STORES INC COM 778296103 237728 1560 SH SOLE 0 0 1560 ISHARES TR PFD AND INCM SEC 464288687 8462724 267638 SH SOLE 0 0 267638 SALESFORCE INC COM 79466L302 1326043 5595 SH SOLE 0 0 5595 NORTHROP GRUMMAN CORP COM 666807102 246216 404 SH SOLE 0 0 404 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1492060 24019 SH SOLE 0 0 24019 THERMO FISHER SCIENTIFIC INC COM 883556102 2056985 4241 SH SOLE 0 0 4241 LOCKHEED MARTIN CORP COM 539830109 7423661 14871 SH SOLE 0 0 14871 JPMORGAN CHASE & CO. COM 46625H100 12122489 38432 SH SOLE 0 0 38432 CHEVRON CORP NEW COM 166764100 6773048 43615 SH SOLE 0 0 43615 ISHARES TR NATIONAL MUN ETF 464288414 420103 3945 SH SOLE 0 0 3945 DANAHER CORPORATION COM 235851102 327526 1652 SH SOLE 0 0 1652 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 250074 29700 SH SOLE 0 0 29700 TJX COS INC NEW COM 872540109 3899980 26982 SH SOLE 0 0 26982 BANK AMERICA CORP COM 060505104 431808 8370 SH SOLE 0 0 8370 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 886350 34222 SH SOLE 0 0 34222 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2275625 16249 SH SOLE 0 0 16249 WALMART INC COM 931142103 6926193 67205 SH SOLE 0 0 67205 INTERNATIONAL BUSINESS MACHS COM 459200101 1481340 5250 SH SOLE 0 0 5250 ORACLE CORP COM 68389X105 3048362 10839 SH SOLE 0 0 10839 RTX CORPORATION COM 75513E101 2866873 17133 SH SOLE 0 0 17133 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1134930 20947 SH SOLE 0 0 20947 TEXAS INSTRS INC COM 882508104 435808 2372 SH SOLE 0 0 2372 TARGET CORP COM 87612E106 1497637 16696 SH SOLE 0 0 16696 SPDR SERIES TRUST NUVEEN ICE MUNIC 78468R721 468687 10285 SH SOLE 0 0 10285 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 3289402 53123 SH SOLE 0 0 53123 PFIZER INC COM 717081103 4658744 182839 SH SOLE 0 0 182839 GILEAD SCIENCES INC COM 375558103 2734087 24631 SH SOLE 0 0 24631 ALPHABET INC CAP STK CL C 02079K107 2776226 11399 SH SOLE 0 0 11399 BEST BUY INC COM 086516101 1096263 14497 SH SOLE 0 0 14497 AMERICAN EXPRESS CO COM 025816109 2142434 6450 SH SOLE 0 0 6450 AMGEN INC COM 031162100 8756508 31029 SH SOLE 0 0 31029 APPLIED MATLS INC COM 038222105 1680506 8208 SH SOLE 0 0 8208 ANALOG DEVICES INC COM 032654105 627764 2555 SH SOLE 0 0 2555 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 873501 4872 SH SOLE 0 0 4872 TEXAS ROADHOUSE INC COM 882681109 1403968 8450 SH SOLE 0 0 8450 TRANSDIGM GROUP INC COM 893641100 553568 420 SH SOLE 0 0 420 WILLIAMS COS INC COM 969457100 2065600 32606 SH SOLE 0 0 32606 ARISTA NETWORKS INC COM SHS 040413205 1403333 9631 SH SOLE 0 0 9631 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3870271 17935 SH SOLE 0 0 17935 ISHARES TR 7-10 YR TRSY BD 464287440 4590240 47587 SH SOLE 0 0 47587 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 8503168 141932 SH SOLE 0 0 141932 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2538939 14205 SH SOLE 0 0 14205 KRANESHARES TRUST BOSERA MSCI CHIN 500767405 260737 8671 SH SOLE 0 0 8671 PHILIP MORRIS INTL INC COM 718172109 1195102 7368 SH SOLE 0 0 7368 PARKER-HANNIFIN CORP COM 701094104 2607362 3439 SH SOLE 0 0 3439 TKO GROUP HOLDINGS INC CL A 87256C101 1795052 8888 SH SOLE 0 0 8888 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 310429 7270 SH SOLE 0 0 7270 ALTRIA GROUP INC COM 02209S103 515400 7802 SH SOLE 0 0 7802 DOMINION ENERGY INC COM 25746U109 5423477 88662 SH SOLE 0 0 88662 CITIGROUP INC COM NEW 172967424 479588 4725 SH SOLE 0 0 4725 EXXON MOBIL CORP COM 30231G102 2221147 19700 SH SOLE 0 0 19700 UNITEDHEALTH GROUP INC COM 91324P102 1749340 5066 SH SOLE 0 0 5066 LOWES COS INC COM 548661107 3056047 12160 SH SOLE 0 0 12160 ARK ETF TR INNOVATION ETF 00214Q104 473269 5484 SH SOLE 0 0 5484 DEERE & CO COM 244199105 2548815 5574 SH SOLE 0 0 5574 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 3713719 80314 SH SOLE 0 0 80314 AMERICAN INTL GROUP INC COM NEW 026874784 1539777 19605 SH SOLE 0 0 19605 NOVO-NORDISK A S ADR 670100205 1331929 24003 SH SOLE 0 0 24003 SAP SE SPON ADR 803054204 1576539 5900 SH SOLE 0 0 5900 PAYPAL HLDGS INC COM 70450Y103 278299 4150 SH SOLE 0 0 4150 NASDAQ INC COM 631103108 965202 10912 SH SOLE 0 0 10912 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 323879 4261 SH SOLE 0 0 4261 SCHWAB CHARLES CORP COM 808513105 1168241 12237 SH SOLE 0 0 12237 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1894932 44284 SH SOLE 0 0 44284 CROWN CASTLE INC COM 22822V101 5500389 57005 SH SOLE 0 0 57005 TORONTO DOMINION BK ONT COM NEW 891160509 5437195 68007 SH SOLE 0 0 68007 BLACKROCK INC COM 09290D101 1529804 1312 SH SOLE 0 0 1312 ISHARES TR CORE S&P MCP ETF 464287507 204199 3129 SH SOLE 0 0 3129 APPLE INC COM 037833100 19221343 75487 SH SOLE 0 0 75487 GSK PLC SPONSORED ADR 37733W204 5119183 118609 SH SOLE 0 0 118609 WEC ENERGY GROUP INC COM 92939U106 1543990 13474 SH SOLE 0 0 13474 ABBOTT LABS COM 002824100 2794527 20864 SH SOLE 0 0 20864 DISNEY WALT CO COM 254687106 901688 7875 SH SOLE 0 0 7875 RAYMOND JAMES FINL INC COM 754730109 2323025 13459 SH SOLE 0 0 13459 BOOKING HOLDINGS INC COM 09857L108 502132 93 SH SOLE 0 0 93 ISHARES TR RUS 1000 VAL ETF 464287598 442531 2174 SH SOLE 0 0 2174