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 BBG001S5N9M6 458,112 4,162 SH   SOLE   0 0 4,162
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 572,150 3,692 SH   SOLE   0 0 3,692
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,339,767 5,598 SH   SOLE   0 0 5,598
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,024,947 14,874 SH   SOLE   0 0 14,874
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,822,443 70,316 SH   SOLE   0 0 70,316
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,176,845 22,542 SH   SOLE   0 0 22,542
AMAZON COM INC COM 023135106 BBG001S5PQL7 10,009,352 65,877 SH   SOLE   0 0 65,877
AMGEN INC COM 031162100 BBG001S5NNL6 2,031,982 7,055 SH   SOLE   0 0 7,055
APOLLO TACTICAL INCOME FD IN COM 037638103 BBG003NQ4BY4 767,800 55,000 SH   SOLE   0 0 55,000
APPLE INC COM 037833100 BBG001S5N8V8 9,913,354 51,490 SH   SOLE   0 0 51,490
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,822,612 7,739 SH   SOLE   0 0 7,739
AT&T INC COM 00206R102 BBG001S5VWH2 226,530 13,500 SH   SOLE   0 0 13,500
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 542,626 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,517,323 21,077 SH   SOLE   0 0 21,077
BIOGEN INC COM 09062X103 BBG001S67826 1,065,357 4,117 SH   SOLE   0 0 4,117
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 BBG001S9L8L3 825,435 76,500 SH   SOLE   0 0 76,500
BLACKROCK FLOATING RATE INCO COM 09255X100 BBG001SBM043 1,605,457 126,813 SH   SOLE   0 0 126,813
BLACKROCK INC COM 09247X101 BBG001SDBP55 345,015 425 SH   SOLE   0 0 425
BLACKROCK MUNIYIELD FD INC COM 09253W104 BBG001S6FY66 4,851,000 450,000 SH   SOLE   0 0 450,000
BOEING CO COM 097023105 BBG001S5P0V3 206,733 793 SH   SOLE   0 0 793
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 453,995 15,500 SH   SOLE   0 0 15,500
BROADCOM INC COM 11135F101 BBG00KHY5SY8 446,500 400 SH   SOLE   0 0 400
CATERPILLAR INC COM 149123101 BBG001S5PJ06 471,594 1,595 SH   SOLE   0 0 1,595
CISCO SYS INC COM 17275R102 BBG001S6HC62 231,028 4,573 SH   SOLE   0 0 4,573
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,515,969 8,687 SH   SOLE   0 0 8,687
COCA COLA CO COM 191216100 BBG001S5SMQ8 773,457 13,125 SH   SOLE   0 0 13,125
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 324,490 7,400 SH   SOLE   0 0 7,400
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 960,004 3,760 SH   SOLE   0 0 3,760
CSX CORP COM 126408103 BBG001S5Q7Q3 1,350,570 38,955 SH   SOLE   0 0 38,955
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 240,828 3,050 SH   SOLE   0 0 3,050
CYTOMX THERAPEUTICS INC COM 23284F105 BBG001V0GS49 370,915 239,300 SH   SOLE   0 0 239,300
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 427,258 3,520 SH   SOLE   0 0 3,520
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 911,071 1,363 SH   SOLE   0 0 1,363
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,052,473 22,732 SH   SOLE   0 0 22,732
DOMINOS PIZZA INC COM 25754A201 BBG001SL3ZH1 288,974 701 SH   SOLE   0 0 701
DOVER CORP COM 260003108 BBG001S5QL46 784,431 5,100 SH   SOLE   0 0 5,100
DOW INC COM 260557103 BBG00BN96931 213,876 3,900 SH   SOLE   0 0 3,900
EATON CORP PLC SHS G29183103 BBG001S5QZ45 288,984 1,200 SH   SOLE   0 0 1,200
EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 117,600 15,000 SH   SOLE   0 0 15,000
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,001,187 3,433 SH   SOLE   0 0 3,433
EMBRAER S.A. SPONSORED ADS 29082A107 BBG001S63XQ9 2,494,791 135,219 SH   SOLE   0 0 135,219
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2,636,941 26,375 SH   SOLE   0 0 26,375
FEDEX CORP COM 31428X106 BBG001S5R3M5 208,701 825 SH   SOLE   0 0 825
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 240,851 19,758 SH   SOLE   0 0 19,758
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 659,562 2,540 SH   SOLE   0 0 2,540
GENERAL MLS INC COM 370334104 BBG001S5RKR2 403,868 6,200 SH   SOLE   0 0 6,200
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,031,935 2,675 SH   SOLE   0 0 2,675
HERON THERAPEUTICS INC COM 427746102 BBG001SB92D4 3,057,705 1,798,650 SH   SOLE   0 0 1,798,650
HESS CORP COM 42809H107 BBG001S5NHS2 1,171,059 8,123 SH   SOLE   0 0 8,123
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,517,617 7,265 SH   SOLE   0 0 7,265
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 650,101 3,100 SH   SOLE   0 0 3,100
HUMANA INC COM 444859102 BBG001S5S1X6 274,686 600 SH   SOLE   0 0 600
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 249,773 450 SH   SOLE   0 0 450
INTEL CORP COM 458140100 BBG001S5SF65 507,525 10,100 SH   SOLE   0 0 10,100
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 631,794 3,863 SH   SOLE   0 0 3,863
INTUIT COM 461202103 BBG001S6TWR2 609,405 975 SH   SOLE   0 0 975
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 3,623,610 21,500 SH   SOLE   0 0 21,500
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 501,804 3,180 SH   SOLE   0 0 3,180
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,821,120 6,889 SH   SOLE   0 0 6,889
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2,211,481 7,979 SH   SOLE   0 0 7,979
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 3,045,492 28,134 SH   SOLE   0 0 28,134
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 6,628,042 13,877 SH   SOLE   0 0 13,877
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,158,856 7,393 SH   SOLE   0 0 7,393
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,390,434 19,932 SH   SOLE   0 0 19,932
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 412,449 910 SH   SOLE   0 0 910
LOWES COS INC COM 548661107 BBG001S5SVL3 273,960 1,231 SH   SOLE   0 0 1,231
MASCO CORP COM 574599106 BBG001S5SZ70 522,444 7,800 SH   SOLE   0 0 7,800
MCDONALDS CORP COM 580135101 BBG001S5T110 695,316 2,345 SH   SOLE   0 0 2,345
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 8,751,919 5,569 SH   SOLE   0 0 5,569
MERCK & CO INC COM 58933Y105 BBG001S5TC52 715,172 6,560 SH   SOLE   0 0 6,560
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 7,387,854 20,872 SH   SOLE   0 0 20,872
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,900,447 23,669 SH   SOLE   0 0 23,669
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 885,875 9,500 SH   SOLE   0 0 9,500
NETFLIX INC COM 64110L106 BBG001SF6L46 842,790 1,731 SH   SOLE   0 0 1,731
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 334,721 715 SH   SOLE   0 0 715
NUVEEN AMT FREE MUN CR INC F COM 67071L106 BBG001SHZCF8 1,595,700 135,000 SH   SOLE   0 0 135,000
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 6,407,500 582,500 SH   SOLE   0 0 582,500
NUVEEN FLOATING RATE INCOME COM 67072T108 BBG001SJ9S31 7,636,724 929,042 SH   SOLE   0 0 929,042
NUVEEN MUN VALUE FD INC COM 670928100 BBG001S5TS84 1,531,162 178,042 SH   SOLE   0 0 178,042
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 BBG001S97B05 3,132,300 265,000 SH   SOLE   0 0 265,000
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 1,889,250 165,000 SH   SOLE   0 0 165,000
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,035,832 6,130 SH   SOLE   0 0 6,130
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 230,780 3,865 SH   SOLE   0 0 3,865
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,905,542 18,074 SH   SOLE   0 0 18,074
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 341,890 19,912 SH   SOLE   0 0 19,912
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 421,679 1,430 SH   SOLE   0 0 1,430
PEPSICO INC COM 713448108 BBG001S695T1 953,312 5,613 SH   SOLE   0 0 5,613
PFIZER INC COM 717081103 BBG001S5V466 565,436 19,640 SH   SOLE   0 0 19,640
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 84,825 18,850 SH   SOLE   0 0 18,850
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 304,071 2,075 SH   SOLE   0 0 2,075
REALTY INCOME CORP COM 756109104 BBG001S884K0 215,325 3,750 SH   SOLE   0 0 3,750
ROSS STORES INC COM 778296103 BBG001S5VRS1 1,041,385 7,525 SH   SOLE   0 0 7,525
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 441,735 5,250 SH   SOLE   0 0 5,250
SALESFORCE INC COM 79466L302 BBG001SDLP09 928,885 3,530 SH   SOLE   0 0 3,530
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 259,728 5,750 SH   SOLE   0 0 5,750
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 463,670 2,330 SH   SOLE   0 0 2,330
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,771,943 3,728 SH   SOLE   0 0 3,728
SPDR SER TR S&P REGL BKG 78464A698 BBG001SMH2R6 360,457 6,875 SH   SOLE   0 0 6,875
TENET HEALTHCARE CORP COM NEW 88033G407 BBG001S70FY0 1,385,274 18,331 SH   SOLE   0 0 18,331
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 217,102 725 SH   SOLE   0 0 725
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 4,934,514 68,573 SH   SOLE   0 0 68,573
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 345,014 650 SH   SOLE   0 0 650
TJX COS INC NEW COM 872540109 BBG001S5WQ93 977,970 10,425 SH   SOLE   0 0 10,425
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 582,945 9,468 SH   SOLE   0 0 9,468
UIPATH INC CL A 90364P105 BBG00GKS1G12 447,120 18,000 SH   SOLE   0 0 18,000
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 303,794 620 SH   SOLE   0 0 620
UNION PAC CORP COM 907818108 BBG001S5X2M0 282,463 1,150 SH   SOLE   0 0 1,150
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 697,573 1,325 SH   SOLE   0 0 1,325
VIRTUS CONVERTIBLE & INC FD COM 92838U108 BBG001SLMK47 2,764,838 927,798 SH   SOLE   0 0 927,798
VIRTUS CONVERTIBLE & INCOME COM 92838X102 BBG001SB26R7 3,402,530 1,009,653 SH   SOLE   0 0 1,009,653
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,841,977 7,075 SH   SOLE   0 0 7,075
WALMART INC COM 931142103 BBG001S5XH92 1,721,276 10,918 SH   SOLE   0 0 10,918
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 809,551 71,138 SH   SOLE   0 0 71,138
YUM BRANDS INC COM 988498101 BBG001S7JQ30 592,674 4,536 SH   SOLE   0 0 4,536
ZOETIS INC CL A 98978V103 BBG0039320P7 1,991,489 10,090 SH   SOLE   0 0 10,090