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
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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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,736,557 71,136 SH   SOLE   0 71,077 59
AMAZON COM INC COM 023135106 BBG001S5PQL7 16,445,065 91,169 SH   SOLE   0 91,090 79
APPLE INC COM 037833100 BBG001S5N8V8 11,556,817 67,395 SH   SOLE   0 67,355 40
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,126,531 108,822 SH   SOLE   0 108,696 126
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,196,376 5,223 SH   SOLE   0 5,223 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 3,675,784 4,409 SH   SOLE   0 4,405 4
BROADCOM INC COM 11135F101 BBG00KHY5SY8 7,561,465 5,705 SH   SOLE   0 5,699 6
CATERPILLAR INC COM 149123101 BBG001S5PJ06 5,968,129 16,287 SH   SOLE   0 16,272 15
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,382,344 8,712 SH   SOLE   0 8,704 8
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,625,422 29,629 SH   SOLE   0 29,601 28
FEDEX CORP COM 31428X106 BBG001S5R3M5 3,065,185 10,579 SH   SOLE   0 10,569 10
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 7,825,684 44,583 SH   SOLE   0 44,539 44
HOME DEPOT INC COM 437076102 BBG001S5RTW7 205,994 537 SH   SOLE   0 537 0
INVESCO EXCHANGE TRADED FD T NEXT GEN MEDIA 46137V696 BBG001SN6GN9 202,743 4,635 SH   SOLE   0 4,633 2
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,213,036 2,732 SH   SOLE   0 2,730 2
ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 1,021,683 15,410 SH   SOLE   0 15,404 6
ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 12,274,895 198,302 SH   SOLE   0 198,127 175
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 2,502,854 67,828 SH   SOLE   0 67,755 73
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 479,644 996 SH   SOLE   0 996 0
MCDONALDS CORP COM 580135101 BBG001S5T110 5,383,065 19,092 SH   SOLE   0 19,075 17
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 15,072,460 31,040 SH   SOLE   0 31,012 28
MICROSOFT CORP COM 594918104 BBG001S5TD05 17,755,714 42,203 SH   SOLE   0 42,168 35
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 272,730 160 SH   SOLE   0 160 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 5,359,130 76,559 SH   SOLE   0 76,486 73
NETFLIX INC COM 64110L106 BBG001SF6L46 676,566 1,114 SH   SOLE   0 1,114 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,945,911 8,794 SH   SOLE   0 8,786 8
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 2,298,896 34,317 SH   SOLE   0 34,284 33
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,994,324 18,455 SH   SOLE   0 18,439 16
SALESFORCE INC COM 79466L302 BBG001SDLP09 401,473 1,333 SH   SOLE   0 1,333 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,797,086 29,627 SH   SOLE   0 29,599 28
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 203,426 1,615 SH   SOLE   0 1,614 1
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 361,896 1,968 SH   SOLE   0 1,966 2
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 77,600 20,000 SH   SOLE   0 20,000 0
SP PLUS CORP COM 78469C103 BBG001S7TNN4 792,282 15,172 SH   SOLE   0 15,172 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 659,487 1,658 SH   SOLE   0 1,658 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 431,807 2,099 SH   SOLE   0 2,099 0
TESLA INC COM 88160R101 BBG001SQKGD7 2,158,702 12,280 SH   SOLE   0 12,269 11
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 6,111,827 47,243 SH   SOLE   0 47,199 44
UNION PAC CORP COM 907818108 BBG001S5X2M0 342,746 1,394 SH   SOLE   0 1,394 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,531,664 7,139 SH   SOLE   0 7,132 7
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 5,435,837 24,160 SH   SOLE   0 24,139 21
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 15,062,769 82,486 SH   SOLE   0 82,408 78
VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 309,417 2,358 SH   SOLE   0 2,358 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 876,578 4,294 SH   SOLE   0 4,292 2
VISA INC COM CL A 92826C839 BBG001SRCFY3 10,310,231 36,944 SH   SOLE   0 36,913 31