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CIK 0001954832 • 6 13F filings • May 14, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $351K | 0.2%Prev: 0.2% | 2,804 SH | Decreased-308 SH |
| ABBVIE INC | COM | $775K | 0.3%Prev: 0.4% | 3,394 SH | Decreased-497 SH |
| ADVANCED MICRO DEVICES INC | COM | $217K | 0.1% | 1,012 SH | New |
| ALLSTATE CORP | COM | $237K | 0.1%Prev: 0.1% | 1,137 SH | Decreased-11 SH |
| ALPHABET INC | CAP STK CL A | $740K | 0.3%Prev: 0.3% | 2,363 SH | Increased+106 SH |
| ALPHABET INC | CAP STK CL C | $737K | 0.3%Prev: 0.3% | 2,348 SH | Increased+71 SH |
| ALTRIA GROUP INC | COM | $312K | 0.1%Prev: 0.2% | 5,414 SH | Decreased-17 SH |
| AMAZON COM INC | COM | $1.3M | 0.6%Prev: 0.6% | 5,594 SH | Increased+84 SH |
| AON PLC | SHS CL A | $255K | 0.1% | 723 SH | New |
| APPLE INC | COM | $7.9M | 3.5%Prev: 3.4% | 28,958 SH | Increased+154 SH |
| BANK AMERICA CORP | COM | $815K | 0.4%Prev: 0.4% | 14,815 SH | Increased+117 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $523K | 0.2%Prev: 0.2% | 1,040 SH | Increased+17 SH |
| BROADCOM INC | COM | $820K | 0.4%Prev: 0.4% | 2,369 SH | Increased-99 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $303K | 0.1%Prev: 0.1% | 4,112 SH | Increased+660 SH |
| CHEVRON CORP NEW | COM | $248K | 0.1%Prev: 0.1% | 1,627 SH | Decreased+26 SH |
| CUMMINS INC | COM | $286K | 0.1%Prev: 0.1% | 560 SH | Increased+60 SH |
| ELI LILLY & CO | COM | $926K | 0.4%Prev: 0.3% | 862 SH | Increased+10 SH |
| EVERSOURCE ENERGY | COM | $476K | 0.2%Prev: 0.2% | 7,074 SH | Increased+1,226 SH |
| EXXON MOBIL CORP | COM | $348K | 0.2%Prev: 0.2% | 2,888 SH | Decreased-344 SH |
| GE AEROSPACE | COM NEW | $291K | 0.1%Prev: 0.1% | 944 SH | Increased-9 SH |
| GLOBAL X FDS | RATE PREFERRED | $3.8M | 1.7%Prev: 1.7% | 169,352 SH | Increased+11,272 SH |
| GOLDMAN SACHS GROUP INC | COM | $657K | 0.3% | 748 SH | New |
| HONEYWELL INTL INC | COM | $388K | 0.2%Prev: 0.2% | 1,991 SH | Decreased-33 SH |
| HUBBELL INC | COM | $201K | 0.1% | 453 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $307K | 0.1%Prev: 0.1% | 1,037 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $931K | 0.4%Prev: 0.3% | 15,701 SH | Increased+4,692 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $216K | 0.1% | 1,128 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $6.5M | 2.9%Prev: 3.1% | 10,544 SH | Decreased-417 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.5M | 3.4%Prev: 3.3% | 92,904 SH | Increased-2,530 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.9M | 2.7%Prev: 2.6% | 29,826 SH | Increased+1,450 SH |
| ISHARES TR | RUS MID CAP ETF | $1.1M | 0.5%Prev: 0.5% | 10,942 SH | Increased+366 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.4M | 1.5%Prev: 1.3% | 13,648 SH | Increased+1,879 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.8M | 0.8%Prev: 0.3% | 14,527 SH | Increased+8,924 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $557K | 0.3%Prev: 0.1% | 11,005 SH | Increased+6,340 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $27.6M | 12.4%Prev: 12.4% | 544,992 SH | Increased+22,825 SH |
| JOHNSON & JOHNSON | COM | $396K | 0.2%Prev: 0.2% | 1,913 SH | Increased+38 SH |
| JPMORGAN CHASE & CO. | COM | $414K | 0.2%Prev: 0.2% | 1,286 SH | Increased+20 SH |
| MASTERCARD INCORPORATED | CL A | $382K | 0.2%Prev: 0.2% | 670 SH | Decreased-7 SH |
| MCDONALDS CORP | COM | $325K | 0.1%Prev: 0.2% | 1,063 SH | Increased+7 SH |
| MERCK & CO INC | COM | $272K | 0.1%Prev: 0.1% | 2,581 SH | Increased+38 SH |
| META PLATFORMS INC | CL A | $820K | 0.4%Prev: 0.4% | 1,243 SH | Decreased-43 SH |
| MICRON TECHNOLOGY INC | COM | $265K | 0.1% | 930 SH | New |
| MICROSOFT CORP | COM | $1.4M | 0.6%Prev: 0.7% | 2,920 SH | Decreased-115 SH |
| NEXTERA ENERGY INC | COM | $499K | 0.2%Prev: 0.2% | 6,218 SH | Increased+12 SH |
| NICE LTD | SPONSORED ADR | $237K | 0.1%Prev: 0.1% | 2,099 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.0M | 0.9%Prev: 1.1% | 10,887 SH | Decreased-1,250 SH |
| ORACLE CORP | COM | $1.1M | 0.5%Prev: 0.8% | 5,670 SH | Decreased-34 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $223K | 0.1%Prev: 0.1% | 1,257 SH | Decreased+8 SH |
| PHILIP MORRIS INTL INC | COM | $646K | 0.3%Prev: 0.3% | 4,030 SH | Decreased-3 SH |
| REALTY INCOME CORP | COM | $2.5M | 1.1%Prev: 1.3% | 43,910 SH | Decreased-103 SH |
| REAVES UTIL INCOME FD | COM SH BEN INT | $354K | 0.2%Prev: 0.2% | 9,667 SH | Decreased |
| RTX CORPORATION | COM | $313K | 0.1%Prev: 0.1% | 1,707 SH | Increased-6 SH |
| SOUTHERN CO | COM | $282K | 0.1%Prev: 0.2% | 3,235 SH | Decreased-155 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $10.6M | 4.7%Prev: 4.7% | 237,593 SH | Increased+5,274 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $4.0M | 1.8%Prev: 1.9% | 85,216 SH | Decreased-381 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.8%Prev: 0.6% | 2,596 SH | Increased+603 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $105.5M | 47.5% | 1,419,385 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $367K | 0.2%Prev: 0.2% | 1,208 SH | Increased-86 SH |
| TESLA INC | COM | $573K | 0.3%Prev: 0.3% | 1,275 SH | Increased+2 SH |
| UBER TECHNOLOGIES INC | COM | $266K | 0.1% | 3,255 SH | New |
| UNITED RENTALS INC | COM | $558K | 0.3%Prev: 0.3% | 690 SH | Decreased+8 SH |
| VERIZON COMMUNICATIONS INC | COM | $379K | 0.2%Prev: 0.2% | 9,305 SH | Decreased-107 SH |
| VISA INC | COM CL A | $261K | 0.1%Prev: 0.1% | 743 SH | Decreased-29 SH |
| WALMART INC | COM | $377K | 0.2%Prev: 0.2% | 3,385 SH | Increased-3 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $6.6M | 3.0%Prev: 3.1% | 71,010 SH | Decreased-1,930 SH |
| 13F-HR |
| 0001172661-26-002711 |
| $256.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003113 | $187.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002111 | $189.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001809 | $205.4M | View |