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 Laboratories Com 002824100   1,671,345 16,084 SH   SOLE   16,084 0 0
AbbVie Inc Com 00287Y109   29,312,180 170,896 SH   SOLE   170,896 0 0
Accenture PLC Com G1151C101   450,867 1,486 SH   SOLE   1,486 0 0
Adobe Inc Com 00724F101   4,900,973 8,822 SH   SOLE   8,822 0 0
Advanced Micro Devices Com 007903107   4,276,991 26,367 SH   SOLE   26,367 0 0
Agilent Technologies Inc Com 00846U101   206,630 1,594 SH   SOLE   1,594 0 0
Alphabet Inc Class A Com 02079K305   26,241,986 144,068 SH   SOLE   144,068 0 0
Alphabet Inc Class C Com 02079K107   18,514,169 100,938 SH   SOLE   100,938 0 0
Amazon.com Inc Com 023135106   38,953,267 201,569 SH   SOLE   201,569 0 0
American Tower Corp Com 03027X100   8,224,107 42,309 SH   SOLE   42,309 0 0
Amgen Inc Com 031162100   5,388,491 17,245 SH   SOLE   17,245 0 0
Analog Devices Inc Com 032654105   302,672 1,326 SH   SOLE   1,326 0 0
Apple Inc Com 037833100   83,499,604 396,446 SH   SOLE   396,446 0 0
Applied Materials Inc Com 038222105   211,919 898 SH   SOLE   898 0 0
ASML Holding NV Com N07059210   868,297 849 SH   SOLE   849 0 0
AT&T Inc Com 00206R102   2,325,171 121,673 SH   SOLE   121,673 0 0
Automatic Data Processing Inc Com 053015103   789,233 3,306 SH   SOLE   3,306 0 0
Bank of America Corp Com 060505104   1,688,468 42,455 SH   SOLE   42,455 0 0
Berkshire Hathaway Inc Class B Com 084670702   588,843 1,447 SH   SOLE   1,447 0 0
BlackRock Inc Com 09247X101   7,082,988 8,996 SH   SOLE   8,996 0 0
Blackstone Inc Com 09260D107   33,058,665 267,032 SH   SOLE   267,032 0 0
Boeing Co Com 097023105   432,819 2,378 SH   SOLE   2,378 0 0
Bristol-Myers Squibb Company Com 110122108   224,677 5,410 SH   SOLE   5,410 0 0
Broadcom Inc Com 11135F101   91,002,337 56,680 SH   SOLE   56,680 0 0
Caterpillar Inc Com 149123101   660,870 1,984 SH   SOLE   1,984 0 0
Chesapeake Utilities Corp Com 165303108   722,160 6,800 SH   SOLE   6,800 0 0
Chevron Corp Com 166764100   11,395,673 72,853 SH   SOLE   72,853 0 0
Cisco Systems Inc Com 17275R102   8,653,908 182,149 SH   SOLE   182,149 0 0
Citigroup Inc Com 172967424   970,113 15,287 SH   SOLE   15,287 0 0
Coca Cola Company Com 191216100   8,181,785 128,543 SH   SOLE   128,543 0 0
Comcast Corp A Com 20030N101   3,040,367 77,639 SH   SOLE   77,639 0 0
ConocoPhillips Com 20825C104   777,844 6,800 SH   SOLE   6,800 0 0
Costco Wholesale Corp Com 22160K105   30,864,212 36,311 SH   SOLE   36,311 0 0
Crowdstrike Hldgs Inc Cl A Com 22788C105   16,068,306 41,933 SH   SOLE   41,933 0 0
Crown Castle Inc Com 22822V101   526,505 5,389 SH   SOLE   5,389 0 0
Cummins Inc Com 231021106   3,865,942 13,960 SH   SOLE   13,960 0 0
Danaher Corp Com 235851102   3,961,121 15,854 SH   SOLE   15,854 0 0
Darden Restaurants Inc. Com 237194105   3,780,730 24,985 SH   SOLE   24,985 0 0
Devon Energy Corporation Com 25179M103   232,734 4,910 SH   SOLE   4,910 0 0
Diamondback Energy Inc Com 25278X109   962,313 4,807 SH   SOLE   4,807 0 0
Digital Realty Trust Inc Com 253868103   4,775,586 31,408 SH   SOLE   31,408 0 0
Dow Inc Com 260557103   3,376,391 63,645 SH   SOLE   63,645 0 0
Duke Energy Corp Com 26441C204   236,141 2,356 SH   SOLE   2,356 0 0
Eaton Corp PLC Com G29183103   15,681,576 50,013 SH   SOLE   50,013 0 0
Eli Lilly and Company Com 532457108   8,827,061 9,749 SH   SOLE   9,749 0 0
Emerson Electric Co Com 291011104   10,866,182 98,640 SH   SOLE   98,640 0 0
Enbridge Inc Com 29250N105   3,875,430 108,891 SH   SOLE   108,891 0 0
Energy Transfer LP Com 29273V100   3,043,683 187,650 SH   SOLE   187,650 0 0
Enterprise Products Partners LP Com 293792107   5,892,787 203,339 SH   SOLE   203,339 0 0
EOG Resources Inc Com 26875P101   377,610 3,000 SH   SOLE   3,000 0 0
Equinix Inc Com 29444U700   14,795,494 19,555 SH   SOLE   19,555 0 0
Exxon Mobil Corporation Com 30231G102   19,924,783 173,078 SH   SOLE   173,078 0 0
Fidelity Blue Chip Growth ETF Com 316092352   1,379,002 32,493 SH   SOLE   32,493 0 0
General Dynamics Corporation Com 369550108   275,633 950 SH   SOLE   950 0 0
General Electric Company Com 369604301   205,548 1,293 SH   SOLE   1,293 0 0
General Mills Inc Com 370334104   575,729 9,101 SH   SOLE   9,101 0 0
Goldman Sachs Access Ultra Short Bd ETF Com 381430230   4,378,330 86,932 SH   SOLE   86,932 0 0
Goldman Sachs Group Inc Com 38141G104   10,008,936 22,128 SH   SOLE   22,128 0 0
Home Depot Inc Com 437076102   21,608,652 62,772 SH   SOLE   62,772 0 0
Honeywell International Com 438516106   12,037,406 56,370 SH   SOLE   56,370 0 0
Independent Bank Group In Com 45384B106   353,781 7,772 SH   SOLE   7,772 0 0
Intel Corp Com 458140100   720,881 23,276 SH   SOLE   23,276 0 0
International Business Machines Com 459200101   10,700,762 61,872 SH   SOLE   61,872 0 0
Intuitive Surgical Inc Com 46120E602   266,910 600 SH   SOLE   600 0 0
Invesco CEF Income Composite Com 46138E404   619,178 32,900 SH   SOLE   32,900 0 0
Invesco QQQ Trust Series 1 Com 46090E103   435,318 908 SH   SOLE   908 0 0
Invesco Senior Loan Com 46138G508   3,770,542 179,208 SH   SOLE   179,208 0 0
Iron Mountain Inc Com 46284V101   29,814,333 332,675 SH   SOLE   332,675 0 0
iShares 0-5 Year High Yield Corporate Bond Com 46434V407   7,256,121 171,946 SH   SOLE   171,946 0 0
iShares Biotechnology ETF Com 464287556   1,125,257 8,198 SH   SOLE   8,198 0 0
iShares Core Dividend Growth ETF Com 46434V621   601,621 10,443 SH   SOLE   10,443 0 0
iShares Core S&P 500 Com 464287200   441,067 806 SH   SOLE   806 0 0
iShares Dow Jones US Basic Materials Sector Index Com 464287838   362,205 2,587 SH   SOLE   2,587 0 0
iShares Dow Jones US Healthcare Sector Index Com 464287762   321,667 5,250 SH   SOLE   5,250 0 0
iShares Dow Jones US Real Estate Com 464287739   1,056,626 12,042 SH   SOLE   12,042 0 0
iShares Morningstar Growth ETF Com 464287119   2,504,985 30,770 SH   SOLE   30,770 0 0
iShares Morningstar Mid Cap Core Index Com 464288208   413,555 5,900 SH   SOLE   5,900 0 0
iShares Morningstar Small-Cap Growth ETF Com 464288604   400,042 8,796 SH   SOLE   8,796 0 0
iShares MSCI Emerging Markets ETF Com 464287234   495,960 11,645 SH   SOLE   11,645 0 0
iShares Preferred & Income Securities ETF Com 464288687   223,216 7,075 SH   SOLE   7,075 0 0
iShares Russell 1000 Growth ETF Com 464287614   344,826 946 SH   SOLE   946 0 0
iShares Russell 2000 ETF Com 464287655   705,448 3,477 SH   SOLE   3,477 0 0
iShares S&P Global 100 Index Com 464287572   318,714 3,300 SH   SOLE   3,300 0 0
iShares U.S. Financials ETF Com 464287788   515,595 5,452 SH   SOLE   5,452 0 0
iShares U.S. Industrials ETF Com 464287754   883,139 7,394 SH   SOLE   7,394 0 0
iShares U.S. Technology ETF Com 464287721   2,392,950 15,900 SH   SOLE   15,900 0 0
iShares US Consumer Services ETF Com 464287580   695,756 8,560 SH   SOLE   8,560 0 0
Johnson & Johnson Com 478160104   6,969,148 47,681 SH   SOLE   47,681 0 0
Joint Corp Com 47973J102   703,000 50,000 SH   SOLE   50,000 0 0
JP Morgan Chase & Co. Com 46625H100   23,285,173 115,124 SH   SOLE   115,124 0 0
JPMorgan Ultra-Short Income ETF Com 46641Q837   4,393,918 87,060 SH   SOLE   87,060 0 0
JPMorgan Ultra-Short Municipal Inc ETF Com 46641Q654   596,253 11,750 SH   SOLE   11,750 0 0
Kinder Morgan Inc Com 49456B101   1,121,264 56,430 SH   SOLE   56,430 0 0
KKR & Co Inc A Com 48251W104   27,308,938 259,492 SH   SOLE   259,492 0 0
L3 Harris Technologies Inc Com 502431109   736,173 3,278 SH   SOLE   3,278 0 0
Lockheed Martin Corp Com 539830109   276,523 592 SH   SOLE   592 0 0
Lowe's Companies Inc Com 548661107   366,404 1,662 SH   SOLE   1,662 0 0
Lyondellbasell Industries N V Com N53745100   6,185,471 64,661 SH   SOLE   64,661 0 0
MainStreet Capital Corp Com 56035L104   20,459,052 405,210 SH   SOLE   405,210 0 0
Marathon Petroleum Corp Com 56585A102   6,393,605 36,855 SH   SOLE   36,855 0 0
Marvell Technology Inc Com 573874104   5,469,599 78,248 SH   SOLE   78,248 0 0
Mastercard Inc Com 57636Q104   14,055,357 31,860 SH   SOLE   31,860 0 0
McDonald's Corporation Com 580135101   7,389,210 28,995 SH   SOLE   28,995 0 0
Mercadolibre Inc Com 58733R102   279,378 170 SH   SOLE   170 0 0
Merck & Co Inc Com 58933Y105   6,615,559 53,437 SH   SOLE   53,437 0 0
Meta Platforms Inc Com 30303M102   1,907,968 3,784 SH   SOLE   3,784 0 0
Micron Technology Inc Com 595112103   5,955,678 45,280 SH   SOLE   45,280 0 0
Microsoft Corp Com 594918104   67,805,082 151,706 SH   SOLE   151,706 0 0
Mondelez Intl Inc Com 609207105   6,361,714 97,214 SH   SOLE   97,214 0 0
Morgan Stanley Com 617446448   3,772,947 38,820 SH   SOLE   38,820 0 0
MPLX LP Com 55336V100   2,117,148 49,710 SH   SOLE   49,710 0 0
Netflix Inc Com 64110L106   1,029,866 1,526 SH   SOLE   1,526 0 0
NextEra Energy Inc Com 65339F101   3,951,794 55,808 SH   SOLE   55,808 0 0
Nvidia Corp Com 67066G104   112,660,880 911,938 SH   SOLE   911,938 0 0
Oneok Inc Com 682680103   323,835 3,971 SH   SOLE   3,971 0 0
Oracle Corporation Com 68389X105   11,456,660 81,137 SH   SOLE   81,137 0 0
Palo Alto Networks Com Com 697435105   36,598,502 107,957 SH   SOLE   107,957 0 0
Pepsico Incorporated Com 713448108   13,777,928 83,538 SH   SOLE   83,538 0 0
Permian Resources Corp A Com 71424F105   232,737 14,411 SH   SOLE   14,411 0 0
Pfizer Inc Com 717081103   475,268 16,986 SH   SOLE   16,986 0 0
Philip Morris International Inc Com 718172109   234,241 2,311 SH   SOLE   2,311 0 0
Phillips 66 Com 718546104   13,189,359 93,428 SH   SOLE   93,428 0 0
Polo Ralph Lauren Corp Cl A Com 751212101   505,048 2,885 SH   SOLE   2,885 0 0
Procter & Gamble Co Com 742718109   2,994,345 18,156 SH   SOLE   18,156 0 0
ProLogis Inc Com 74340W103   5,546,878 49,389 SH   SOLE   49,389 0 0
Proshares Ultra QQQ Com 74347R206   483,080 4,840 SH   SOLE   4,840 0 0
Proshares Ultra Short S&P500 Com 74347G416   230,400 10,000 SH   SOLE   10,000 0 0
Public Storage Inc Com 74460D109   353,521 1,229 SH   SOLE   1,229 0 0
Qualcomm Incorporated Com 747525103   16,826,316 84,477 SH   SOLE   84,477 0 0
Quanta Services Inc Com 74762E102   30,436,678 119,787 SH   SOLE   119,787 0 0
Regeneron Pharmaceuticals Com 75886F107   528,668 503 SH   SOLE   503 0 0
RTX Corporation Com 75513E101   6,332,767 63,081 SH   SOLE   63,081 0 0
Salesforce Inc Com 79466L302   10,174,475 39,574 SH   SOLE   39,574 0 0
Shell PLC A Spons ADR Com 780259305   8,675,100 120,187 SH   SOLE   120,187 0 0
Sherwin Williams Co Com 824348106   2,568,288 8,606 SH   SOLE   8,606 0 0
Simon Property Group Inc Com 828806109   2,525,952 16,640 SH   SOLE   16,640 0 0
SPDR Blackstone / GSO Senior Loan ETF Com 78467V608   6,430,094 153,830 SH   SOLE   153,830 0 0
SPDR Bloomberg Short Term High Yield Bond ETF Com 78468R408   4,622,196 185,110 SH   SOLE   185,110 0 0
SPDR S&P 500 Trust Com 78462F103   439,729 808 SH   SOLE   808 0 0
Starbucks Corp Com 855244109   1,718,850 22,079 SH   SOLE   22,079 0 0
Starwood Property Trust Inc Com 85571B105   5,986,252 316,064 SH   SOLE   316,064 0 0
Super Micro Computer Inc Com 86800U104   2,681,732 3,273 SH   SOLE   3,273 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR Com 874039100   1,530,049 8,803 SH   SOLE   8,803 0 0
Target Corporation Com 87612E106   428,575 2,895 SH   SOLE   2,895 0 0
Tesla Inc Com 88160R101   1,744,771 8,817 SH   SOLE   8,817 0 0
Texas Instruments Inc Com 882508104   2,683,444 13,794 SH   SOLE   13,794 0 0
Thermo Fisher Scientific Inc Com 883556102   6,813,513 12,321 SH   SOLE   12,321 0 0
Toronto-Dominion Bank Com 891160509   912,885 16,610 SH   SOLE   16,610 0 0
United Rentals Inc Com 911363109   517,384 800 SH   SOLE   800 0 0
UnitedHealth Group Inc Com 91324P102   16,068,398 31,552 SH   SOLE   31,552 0 0
Valero Energy Corp Com 91913Y100   10,933,052 69,743 SH   SOLE   69,743 0 0
Vanguard S&P 500 Com 922908363   350,370 700 SH   SOLE   700 0 0
Verizon Communications Com 92343V104   4,778,313 115,866 SH   SOLE   115,866 0 0
Visa Inc Com 92826C839   28,454,463 108,410 SH   SOLE   108,410 0 0
Walmart Inc Com 931142103   9,360,573 138,245 SH   SOLE   138,245 0 0
Walt Disney Co Com 254687106   1,422,031 14,322 SH   SOLE   14,322 0 0
Waste Management Inc Com 94106L109   490,682 2,300 SH   SOLE   2,300 0 0
Williams Companies Com 969457100   19,078,756 448,911 SH   SOLE   448,911 0 0