ALPHABET INC CAP STK CL A 02079K305 6563325 19075 SH SOLE 0 0 19075 AMAZON COM INC COM 023135106 6702384 26901 SH SOLE 0 0 26901 AMPHENOL CORP CL A 032095101 2431549 28844 SH SOLE 0 0 28844 APPLE INC COM 037833100 742302 2229 SH SOLE 0 0 2229 ARCHER AVIATION INC COM CL A 03945R102 92521 18616 SH SOLE 0 0 18616 BLOOM ENERGY CORP COM CL A 093712107 808228 2918 SH SOLE 0 0 2918 BROADCOM INC COM 11135F101 432316 1231 SH SOLE 0 0 1231 CATERPILLAR INC COM 149123101 971327 1198 SH SOLE 0 0 1198 CLOUDFLARE INC CL A COM 18915M107 812636 2340 SH SOLE 0 0 2340 COHERENT CORP COM 19247G107 554610 1927 SH SOLE 0 0 1927 COREWEAVE INC COM CL A 21873S108 232872 2673 SH SOLE 0 0 2673 CORNING INC COM 219350105 1723649 11210 SH SOLE 0 0 11210 COSTCO WHOLESALE CORPORATION COM 22160K105 435143 478 SH SOLE 0 0 478 CROWDSTRIKE HLDGS INC CL A 22788C105 2913309 11004 SH SOLE 0 0 11004 GE VERNOVA INC COM 36828A101 3354279 3529 SH SOLE 0 0 3529 INTEL CORP COM 458140100 1251955 10413 SH SOLE 0 0 10413 ISHARES TR 0-3 MTH TREASURY 46436E718 3194677 31731 SH SOLE 0 0 31731 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 20586640 366180 SH SOLE 0 0 366180 JOHNSON CONTROLS INTERNATION SHS G51502105 580924 3908 SH SOLE 0 0 3908 JPMORGAN CHASE & CO COM 46625H100 4319978 13058 SH SOLE 0 0 13058 MARVELL TECHNOLOGY INC COM 573874104 1638367 6201 SH SOLE 0 0 6201 MICRON TECHNOLOGY INC COM 595112103 2140871 2010 SH SOLE 0 0 2010 MICROSOFT CORP COM 594918104 5526498 10775 SH SOLE 0 0 10775 MORGAN STANLEY COM NEW 617446448 922908 4907 SH SOLE 0 0 4907 NEBIUS GROUP N.V. SHS CLASS A N97284108 384720 1631 SH SOLE 0 0 1631 NEOS ETF TRUST NASDAQ 100 HIGH 78433H675 9553378 171978 SH SOLE 0 0 171978 NEXTERA ENERGY INC COM 65339F101 739373 9762 SH SOLE 0 0 9762 NVIDIA CORPORATION COM 67066G104 7776345 34050 SH SOLE 0 0 34050 OMEGA HEALTHCARE INVS INC COM 681936100 6868976 148326 SH SOLE 0 0 148326 ONDAS INC COM NEW 68236H204 237060 32341 SH SOLE 0 0 32341 PALANTIR TECHNOLOGIES INC CL A 69608A108 3236713 17304 SH SOLE 0 0 17304 ROBINHOOD MKTS INC COM CL A 770700102 326700 2904 SH SOLE 0 0 2904 ROCKET LAB CORP COM 773121108 426581 6122 SH SOLE 0 0 6122 SCHWAB STRATEGIC TR HIGH YIEL BD ETF 808524631 14405099 570725 SH SOLE 0 0 570725 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 364206 12426 SH SOLE 0 0 12426 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 780616 21726 SH SOLE 0 0 21726 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 1253213 7441 SH SOLE 0 0 7441 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1311919 21332 SH SOLE 0 0 21332 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 1463413 8764 SH SOLE 0 0 8764 SHOPIFY INC CL A SUB VTG SHS 82509L107 610106 4114 SH SOLE 0 0 4114 SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 805217 16037 SH SOLE 0 0 16037 SPDR SERIES TRUST ST PORT HIGH ETF 78468R606 22992148 1017802 SH SOLE 0 0 1017802 SPDR SERIES TRUST ST SHOR CORP ETF 78464A474 3386132 114435 SH SOLE 0 0 114435 SPDR SERIES TRUST ST STR SP BIOT 78464A870 1460432 9262 SH SOLE 0 0 9262 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8906757 11679 SH SOLE 0 0 11679 TESLA INC COM 88160R101 824933 2325 SH SOLE 0 0 2325 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 11344452 18628 SH SOLE 0 0 18628 VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 1200541 5556 SH SOLE 0 0 5556 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 397360 566 SH SOLE 0 0 566 VANGUARD WORLD FD INF TECH ETF 92204A702 428535 3410 SH SOLE 0 0 3410 VERTIV HOLDINGS CO COM CL A 92537N108 808147 3349 SH SOLE 0 0 3349