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   2,765,653 24,451 SH   SOLE   23,380 0 1,071
ABBVIE INC COM 00287Y109   1,344,123 7,564 SH   SOLE   7,464 0 100
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,939,418 5,513 SH   SOLE   5,357 0 156
ADOBE INC COM 00724F101   1,078,794 2,426 SH   SOLE   2,353 0 73
AIR PRODS & CHEMS INC COM 009158106   1,108,533 3,822 SH   SOLE   3,627 0 195
ALBEMARLE CORP COM 012653101   515,361 5,987 SH   SOLE   5,951 0 36
ALPHABET INC CAP STK CL C 02079K107   652,828 3,428 SH   SOLE   3,428 0 0
ALPHABET INC CAP STK CL A 02079K305   4,722,467 24,947 SH   SOLE   23,787 0 1,160
ALPS ETF TR ALERIAN MLP 00162Q452   207,088 4,300 SH   SOLE   4,300 0 0
ALTRIA GROUP INC COM 02209S103   503,762 9,634 SH   SOLE   9,634 0 0
AMAZON COM INC COM 023135106   5,556,929 25,329 SH   SOLE   23,829 0 1,500
AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323   251,143 4,620 SH   SOLE   4,620 0 0
AMERICAN EXPRESS CO COM 025816109   2,187,342 7,370 SH   SOLE   7,030 0 340
AON PLC SHS CL A G0403H108   242,433 675 SH   SOLE   675 0 0
APPLE INC COM 037833100   13,556,988 54,137 SH   SOLE   51,435 0 2,702
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,407,645 2,031 SH   SOLE   2,005 0 26
AT&T INC COM 00206R102   263,995 11,594 SH   SOLE   11,594 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   210,766 720 SH   SOLE   650 0 70
BALL CORP COM 058498106   472,078 8,563 SH   SOLE   8,393 0 170
BANK AMERICA CORP COM 060505104   417,305 9,495 SH   SOLE   9,495 0 0
BECTON DICKINSON & CO COM 075887109   1,250,054 5,510 SH   SOLE   5,221 0 289
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,741,891 6,049 SH   SOLE   5,738 0 311
BLACKROCK INC COM 09290D101   1,229,107 1,199 SH   SOLE   1,114 0 85
BLACKSTONE INC COM 09260D107   368,806 2,139 SH   SOLE   2,139 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   925,179 33,232 SH   SOLE   31,357 0 1,875
BROADCOM INC COM 11135F101   1,359,046 5,862 SH   SOLE   5,862 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   684,258 9,455 SH   SOLE   9,391 0 64
CAPITAL ONE FINL CORP COM 14040H105   219,155 1,229 SH   SOLE   1,229 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   734,614 10,762 SH   SOLE   10,706 0 56
CATERPILLAR INC COM 149123101   258,285 712 SH   SOLE   712 0 0
CHEVRON CORP NEW COM 166764100   2,043,982 14,112 SH   SOLE   13,479 0 633
CISCO SYS INC COM 17275R102   251,304 4,245 SH   SOLE   4,245 0 0
COCA COLA CO COM 191216100   694,946 11,162 SH   SOLE   11,137 0 25
COMCAST CORP NEW CL A 20030N101   281,137 7,491 SH   SOLE   7,336 0 155
CONSTELLATION BRANDS INC CL A 21036P108   824,772 3,732 SH   SOLE   3,560 0 172
COSTCO WHSL CORP NEW COM 22160K105   1,032,949 1,127 SH   SOLE   1,127 0 0
CUMMINS INC COM 231021106   366,030 1,050 SH   SOLE   1,025 0 25
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   227,070 9,000 SH   SOLE   7,700 0 1,300
DISNEY WALT CO COM 254687106   1,929,584 17,329 SH   SOLE   16,404 0 925
DOMINION ENERGY INC COM 25746U109   853,358 15,844 SH   SOLE   14,844 0 1,000
DUKE ENERGY CORP NEW COM NEW 26441C204   1,452,658 13,483 SH   SOLE   13,014 0 469
EATON CORP PLC SHS G29183103   3,888,189 11,716 SH   SOLE   11,039 0 677
ELEVANCE HEALTH INC COM 036752103   285,898 775 SH   SOLE   775 0 0
ELI LILLY & CO COM 532457108   1,184,248 1,534 SH   SOLE   1,469 0 65
EMERSON ELEC CO COM 291011104   1,070,136 8,635 SH   SOLE   8,170 0 465
EXPEDIA GROUP INC COM NEW 30212P303   1,520,453 8,160 SH   SOLE   7,736 0 424
EXXON MOBIL CORP COM 30231G102   1,768,558 16,441 SH   SOLE   15,327 0 1,114
FORTINET INC COM 34959E109   1,249,026 13,220 SH   SOLE   12,800 0 420
FS KKR CAP CORP COM 302635206   439,830 20,250 SH   SOLE   20,250 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,514,340 5,335 SH   SOLE   4,953 0 382
GENERAL DYNAMICS CORP COM 369550108   758,061 2,877 SH   SOLE   2,802 0 75
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   66,080 14,000 SH   SOLE   14,000 0 0
HALLIBURTON CO COM 406216101   315,622 11,608 SH   SOLE   11,207 0 401
HOME DEPOT INC COM 437076102   1,779,240 4,574 SH   SOLE   4,481 0 93
HONEYWELL INTL INC COM 438516106   2,343,157 10,373 SH   SOLE   9,850 0 523
INGREDION INC COM 457187102   1,960,230 14,250 SH   SOLE   14,250 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,530,896 6,964 SH   SOLE   6,495 0 469
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460   851,862 52,038 SH   SOLE   52,038 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486   510,694 21,890 SH   SOLE   21,890 0 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577   230,240 12,554 SH   SOLE   12,554 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783   329,387 16,909 SH   SOLE   16,909 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791   360,854 18,572 SH   SOLE   17,572 0 1,000
INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 46139W825   515,273 24,989 SH   SOLE   21,789 0 3,200
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858   342,011 17,007 SH   SOLE   17,007 0 0
ISHARES TR CORE S&P500 ETF 464287200   420,906 715 SH   SOLE   715 0 0
ISHARES TR 20 YR TR BD ETF 464287432   320,676 3,672 SH   SOLE   3,562 0 110
ISHARES TR 1 3 YR TREAS BD 464287457   1,171,248 14,287 SH   SOLE   14,287 0 0
ISHARES TR RUS MID CAP ETF 464287499   2,402,270 27,175 SH   SOLE   26,335 0 840
ISHARES TR ISHARES BIOTECH 464287556   346,126 2,618 SH   SOLE   2,618 0 0
ISHARES TR S&P MC 400GR ETF 464287606   289,885 3,188 SH   SOLE   3,094 0 94
ISHARES TR U.S. TECH ETF 464287721   319,040 2,000 SH   SOLE   2,000 0 0
ISHARES TR PFD AND INCM SEC 464288687   660,900 21,021 SH   SOLE   19,271 0 1,750
ISHARES TR RUS TP200 GR ETF 464289438   1,824,989 7,757 SH   SOLE   7,757 0 0
ISHARES TR 20+ YEAR TR BD 46436E338   282,240 12,000 SH   SOLE   12,000 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   1,211,294 21,055 SH   SOLE   19,389 0 1,666
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   675,038 11,973 SH   SOLE   11,973 0 0
JACOBS SOLUTIONS INC COM 46982L108   913,827 6,839 SH   SOLE   6,580 0 259
JOHNSON & JOHNSON COM 478160104   1,920,554 13,280 SH   SOLE   12,578 0 702
JPMORGAN CHASE & CO. COM 46625H100   4,218,896 17,600 SH   SOLE   16,852 0 748
KINSALE CAP GROUP INC COM 49714P108   1,193,989 2,567 SH   SOLE   2,567 0 0
KLA CORP COM NEW 482480100   2,956,523 4,692 SH   SOLE   4,554 0 138
LAUDER ESTEE COS INC CL A 518439104   434,209 5,791 SH   SOLE   5,429 0 362
LINDE PLC SHS G54950103   990,573 2,366 SH   SOLE   2,266 0 100
LOWES COS INC COM 548661107   2,586,958 10,482 SH   SOLE   10,342 0 140
MARKEL GROUP INC COM 570535104   435,010 252 SH   SOLE   252 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,141,491 5,374 SH   SOLE   5,374 0 0
MASCO CORP COM 574599106   333,169 4,591 SH   SOLE   4,206 0 385
MCDONALDS CORP COM 580135101   1,000,121 3,450 SH   SOLE   3,299 0 151
MERCK & CO INC COM 58933Y105   1,292,345 12,991 SH   SOLE   12,613 0 378
META PLATFORMS INC CL A 30303M102   322,616 551 SH   SOLE   476 0 75
METLIFE INC COM 59156R108   298,698 3,648 SH   SOLE   3,413 0 235
MICROCHIP TECHNOLOGY INC. COM 595017104   491,375 8,568 SH   SOLE   8,283 0 285
MICROSOFT CORP COM 594918104   13,628,360 32,333 SH   SOLE   31,794 0 539
MONDELEZ INTL INC CL A 609207105   849,062 14,215 SH   SOLE   13,500 0 715
NETFLIX INC COM 64110L106   1,069,584 1,200 SH   SOLE   1,159 0 41
NEXTERA ENERGY INC COM 65339F101   1,860,356 25,950 SH   SOLE   23,742 0 2,208
NIKE INC CL B 654106103   1,865,871 24,658 SH   SOLE   23,564 0 1,094
NORFOLK SOUTHN CORP COM 655844108   789,061 3,362 SH   SOLE   3,142 0 220
NUVEEN CHURCHILL DIRECT LEND COM SHS 67090S108   260,090 15,500 SH   SOLE   15,500 0 0
NVIDIA CORPORATION COM 67066G104   389,441 2,900 SH   SOLE   2,900 0 0
ORACLE CORP COM 68389X105   1,365,781 8,196 SH   SOLE   7,896 0 300
OTIS WORLDWIDE CORP COM 68902V107   276,070 2,981 SH   SOLE   2,981 0 0
PALO ALTO NETWORKS INC COM 697435105   2,701,924 14,849 SH   SOLE   14,155 0 694
PARKER-HANNIFIN CORP COM 701094104   1,824,134 2,868 SH   SOLE   2,680 0 188
PEPSICO INC COM 713448108   2,303,101 15,146 SH   SOLE   14,408 0 738
PFIZER INC COM 717081103   366,353 13,809 SH   SOLE   13,148 0 661
PHILIP MORRIS INTL INC COM 718172109   1,059,682 8,805 SH   SOLE   8,516 0 289
PIMCO DYNAMIC INCOME FD SHS 72201Y101   225,582 12,300 SH   SOLE   12,300 0 0
PROCTER AND GAMBLE CO COM 742718109   1,260,393 7,518 SH   SOLE   7,188 0 330
PROLOGIS INC. COM 74340W103   564,015 5,336 SH   SOLE   5,186 0 150
ROYCE SMALL CAP TRUST INC COM 780910105   227,520 14,400 SH   SOLE   14,400 0 0
RTX CORPORATION COM 75513E101   2,989,626 25,835 SH   SOLE   25,413 0 422
SALESFORCE INC COM 79466L302   2,253,050 6,739 SH   SOLE   6,374 0 365
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   3,265,760 135,734 SH   SOLE   135,734 0 0
SPDR GOLD TR GOLD SHS 78463V107   540,918 2,234 SH   SOLE   2,234 0 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608   609,258 14,600 SH   SOLE   14,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,541,894 12,871 SH   SOLE   12,391 0 480
THERMO FISHER SCIENTIFIC INC COM 883556102   1,939,417 3,728 SH   SOLE   3,563 0 165
TJX COS INC NEW COM 872540109   237,029 1,962 SH   SOLE   1,962 0 0
TRUIST FINL CORP COM 89832Q109   670,351 15,453 SH   SOLE   15,453 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,322,033 21,917 SH   SOLE   21,333 0 584
UBS AG JERSEY BRANCH ENTRACS GOLD SHS 22542D233   261,735 1,705 SH   SOLE   1,705 0 0
UDR INC COM 902653104   4,383,300 100,974 SH   SOLE   100,637 0 337
UNITEDHEALTH GROUP INC COM 91324P102   3,032,631 5,995 SH   SOLE   5,672 0 323
VERIZON COMMUNICATIONS INC COM 92343V104   699,745 17,498 SH   SOLE   16,691 0 807
VISA INC COM CL A 92826C839   938,007 2,968 SH   SOLE   2,935 0 33
WALMART INC COM 931142103   449,401 4,974 SH   SOLE   4,254 0 720
YUM BRANDS INC COM 988498101   249,538 1,860 SH   SOLE   1,860 0 0
ZOETIS INC CL A 98978V103   782,716 4,804 SH   SOLE   4,546 0 258