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
3M CO COM 88579Y101   1,018 9,961 SH   SOLE   0 0 9,961
ABBOTT LABS COM 002824100   983 9,465 SH   SOLE   0 0 9,465
ABBVIE INC COM 00287Y109   1,157 6,745 SH   SOLE   0 0 6,745
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   788 2,596 SH   SOLE   0 0 2,596
ADOBE INC COM 00724F101   252 453 SH   SOLE   0 0 453
ADVANCED MICRO DEVICES INC COM 007903107   215 1,325 SH   SOLE   0 0 1,325
ALAMOS GOLD INC NEW COM CL A 011532108   161 10,276 SH   SOLE   0 0 10,276
ALPHABET INC CAP STK CL C 02079K107   5,053 27,550 SH   SOLE   0 0 27,550
ALPHABET INC CAP STK CL A 02079K305   3,226 17,710 SH   SOLE   0 0 17,710
ALTRIA GROUP INC COM 02209S103   1,320 28,979 SH   SOLE   0 0 28,979
AMAZON COM INC COM 023135106   4,039 20,900 SH   SOLE   0 0 20,900
AMERICAN EXPRESS CO COM 025816109   1,021 4,409 SH   SOLE   0 0 4,409
AMERICAN TOWER CORP NEW COM 03027X100   481 2,473 SH   SOLE   0 0 2,473
AMERICAN WTR WKS CO INC NEW COM 030420103   226 1,746 SH   SOLE   0 0 1,746
AMGEN INC COM 031162100   891 2,851 SH   SOLE   0 0 2,851
APPLE INC COM 037833100   94,146 446,993 SH   SOLE   0 0 446,993
APPLIED MATLS INC COM 038222105   349 1,480 SH   SOLE   0 0 1,480
ARES CAPITAL CORP COM 04010L103   489 23,463 SH   SOLE   0 0 23,463
AT&T INC COM 00206R102   1,973 103,262 SH   SOLE   0 0 103,262
AUTOMATIC DATA PROCESSING IN COM 053015103   1,904 7,977 SH   SOLE   0 0 7,977
BABCOCK & WILCOX ENTERPRISES COM 05614L209   16 11,000 SH   SOLE   0 0 11,000
BANK AMERICA CORP COM 060505104   786 19,759 SH   SOLE   0 0 19,759
BECTON DICKINSON & CO COM 075887109   289 1,238 SH   SOLE   0 0 1,238
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,166 29,907 SH   SOLE   0 0 29,907
BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603   465 8,902 SH   SOLE   0 0 8,902
BLACKSTONE INC COM 09260D107   328 2,650 SH   SOLE   0 0 2,650
BOEING CO COM 097023105   406 2,231 SH   SOLE   0 0 2,231
BP PLC SPONSORED ADR 055622104   290 8,024 SH   SOLE   0 0 8,024
BROADCOM INC COM 11135F101   916 570 SH   SOLE   0 0 570
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   656 3,328 SH   SOLE   0 0 3,328
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108   493 15,281 SH   SOLE   0 0 15,281
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   3,787 114,752 SH   SOLE   0 0 114,752
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109   4,768 185,389 SH   SOLE   0 0 185,389
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102   224 10,073 SH   SOLE   0 0 10,073
CHUBB LIMITED COM H1467J104   330 1,293 SH   SOLE   0 0 1,293
CISCO SYS INC COM 17275R102   1,289 27,128 SH   SOLE   0 0 27,128
COHEN & STEERS QUALITY INCOM COM 19247L106   480 41,126 SH   SOLE   0 0 41,126
COMCAST CORP NEW CL A 20030N101   684 17,462 SH   SOLE   0 0 17,462
CONOCOPHILLIPS COM 20825C104   535 4,674 SH   SOLE   0 0 4,674
CONSTELLATION BRANDS INC CL A 21036P108   425 1,651 SH   SOLE   0 0 1,651
CONSTELLATION ENERGY CORP COM 21037T109   243 1,211 SH   SOLE   0 0 1,211
COSTCO WHSL CORP NEW COM 22160K105   2,332 2,744 SH   SOLE   0 0 2,744
CURIOSITYSTREAM INC COM CL A 23130Q107   52 45,405 SH   SOLE   0 0 45,405
DELL TECHNOLOGIES INC CL C 24703L202   292 2,119 SH   SOLE   0 0 2,119
DOMINION ENERGY INC COM 25746U109   322 6,564 SH   SOLE   0 0 6,564
DUKE ENERGY CORP NEW COM NEW 26441C204   765 7,634 SH   SOLE   0 0 7,634
EATON CORP PLC SHS G29183103   311 992 SH   SOLE   0 0 992
ESPERION THERAPEUTICS INC NE COM 29664W105   51 22,950 SH   SOLE   0 0 22,950
EXXON MOBIL CORP COM 30231G102   6,368 55,317 SH   SOLE   0 0 55,317
FEDEX CORP COM 31428X106   398 1,329 SH   SOLE   0 0 1,329
FINGERMOTION INC COM 31788K108   93 36,500 SH   SOLE   0 0 36,500
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108   304 17,500 SH   SOLE   0 0 17,500
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309   348 7,612 SH   SOLE   0 0 7,612
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   645 8,272 SH   SOLE   0 0 8,272
GE VERNOVA INC COM 36828A101   502 2,925 SH   SOLE   0 0 2,925
GLOBAL PMTS INC COM 37940X102   259 2,675 SH   SOLE   0 0 2,675
GLOBAL X FDS GLB X MLP ENRG I 37954Y293   716 14,019 SH   SOLE   0 0 14,019
GLOBAL X FDS CYBRSCURTY ETF 37954Y384   252 8,503 SH   SOLE   0 0 8,503
GOLDMAN SACHS GROUP INC COM 38141G104   438 968 SH   SOLE   0 0 968
GSK PLC SPONSORED ADR 37733W204   303 7,881 SH   SOLE   0 0 7,881
IDEXX LABS INC COM 45168D104   720 1,477 SH   SOLE   0 0 1,477
INTUITIVE SURGICAL INC COM NEW 46120E602   386 868 SH   SOLE   0 0 868
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783   510 26,557 SH   SOLE   0 0 26,557
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643   474 23,771 SH   SOLE   0 0 23,771
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791   349 18,185 SH   SOLE   0 0 18,185
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825   304 14,882 SH   SOLE   0 0 14,882
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   588 3,577 SH   SOLE   0 0 3,577
INVESCO QQQ TR UNIT SER 1 46090E103   1,043 2,178 SH   SOLE   0 0 2,178
ISHARES TR CORE 1 5 YR USD 46432F859   1,056 22,289 SH   SOLE   0 0 22,289
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   1,327 26,290 SH   SOLE   0 0 26,290
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   584 10,310 SH   SOLE   0 0 10,310
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   421 7,585 SH   SOLE   0 0 7,585
JPMORGAN CHASE & CO. COM 46625H100   4,554 22,517 SH   SOLE   0 0 22,517
LINDE PLC SHS G54950103   638 1,454 SH   SOLE   0 0 1,454
MASTERCARD INCORPORATED CL A 57636Q104   2,108 4,779 SH   SOLE   0 0 4,779
MEDTRONIC PLC SHS G5960L103   309 3,932 SH   SOLE   0 0 3,932
MERCK & CO INC COM 58933Y105   3,416 27,596 SH   SOLE   0 0 27,596
META PLATFORMS INC CL A 30303M102   1,816 3,601 SH   SOLE   0 0 3,601
METLIFE INC COM 59156R108   461 6,575 SH   SOLE   0 0 6,575
NETFLIX INC COM 64110L106   829 1,228 SH   SOLE   0 0 1,228
NEWBURY STREET ACQUISITN COR *W EXP 04/30/202 65101L112   3 51,853 SH   SOLE   0 0 51,853
NEXTERA ENERGY INC COM 65339F101   648 9,157 SH   SOLE   0 0 9,157
NOVARTIS AG SPONSORED ADR 66987V109   236 2,219 SH   SOLE   0 0 2,219
NVIDIA CORPORATION COM 67066G104   4,947 40,043 SH   SOLE   0 0 40,043
ORACLE CORP COM 68389X105   1,748 12,377 SH   SOLE   0 0 12,377
PGIM ETF TR PGIM ULTRA SH BD 69344A107   350 7,034 SH   SOLE   0 0 7,034
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   2,101 20,870 SH   SOLE   0 0 20,870
PIMCO ETF TR ENHNCD LW DUR AC 72201R718   1,127 11,900 SH   SOLE   0 0 11,900
REGENERON PHARMACEUTICALS COM 75886F107   588 559 SH   SOLE   0 0 559
RTX CORPORATION COM 75513E101   221 2,199 SH   SOLE   0 0 2,199
SALESFORCE INC COM 79466L302   284 1,105 SH   SOLE   0 0 1,105
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   541 3,711 SH   SOLE   0 0 3,711
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   447 1,975 SH   SOLE   0 0 1,975
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   347 8,445 SH   SOLE   0 0 8,445
SELECT SECTOR SPDR TR ENERGY 81369Y506   215 2,361 SH   SOLE   0 0 2,361
SELECT SECTOR SPDR TR INDL 81369Y704   214 1,760 SH   SOLE   0 0 1,760
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   233 595 SH   SOLE   0 0 595
SPDR GOLD TR GOLD SHS 78463V107   742 3,451 SH   SOLE   0 0 3,451
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,486 2,731 SH   SOLE   0 0 2,731
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   2,736 5,113 SH   SOLE   0 0 5,113
SPDR SER TR BBG CONV SEC ETF 78464A359   499 6,929 SH   SOLE   0 0 6,929
SPDR SER TR PRTFLO S&P500 GW 78464A409   467 5,833 SH   SOLE   0 0 5,833
SPDR SER TR S&P HOMEBUILD 78464A888   242 2,395 SH   SOLE   0 0 2,395
TERAWULF INC COM 88080T104   178 40,100 SH   SOLE   0 0 40,100
TESLA INC COM 88160R101   1,075 5,431 SH   SOLE   0 0 5,431
TOTALENERGIES SE SPONSORED ADS 89151E109   417 6,250 SH   SOLE   0 0 6,250
TRANE TECHNOLOGIES PLC SHS G8994E103   217 660 SH   SOLE   0 0 660
UNITEDHEALTH GROUP INC COM 91324P102   832 1,633 SH   SOLE   0 0 1,633
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   2,863 35,815 SH   SOLE   0 0 35,815
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   304 6,696 SH   SOLE   0 0 6,696
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   266 3,443 SH   SOLE   0 0 3,443
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   201 3,458 SH   SOLE   0 0 3,458
VANGUARD WORLD FD INF TECH ETF 92204A702   9,446 16,383 SH   SOLE   0 0 16,383
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   3,365 12,650 SH   SOLE   0 0 12,650
VANGUARD WORLD FD ENERGY ETF 92204A306   2,904 22,764 SH   SOLE   0 0 22,764
VANGUARD WORLD FD UTILITIES ETF 92204A876   2,588 17,497 SH   SOLE   0 0 17,497
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603   684 2,909 SH   SOLE   0 0 2,909
VANGUARD WORLD FD FINANCIALS ETF 92204A405   330 3,308 SH   SOLE   0 0 3,308
VANGUARD WORLD FD MATERIALS ETF 92204A801   256 1,328 SH   SOLE   0 0 1,328
VERIZON COMMUNICATIONS INC COM 92343V104   3,657 88,666 SH   SOLE   0 0 88,666
VISA INC COM CL A 92826C839   1,988 7,574 SH   SOLE   0 0 7,574
WASTE MGMT INC DEL COM 94106L109   333 1,562 SH   SOLE   0 0 1,562
ZOETIS INC CL A 98978V103   200 1,155 SH   SOLE   0 0 1,155