The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMAZON COM INC | COM | 023135106 | 4,210,970 | 23,345 | SH | SOLE | 0 | 0 | 23,345 | ||
APPLE INC | COM | 037833100 | 8,963,838 | 52,273 | SH | SOLE | 0 | 0 | 52,273 | ||
BP PLC | SPONSORED ADR | 055622104 | 1,869,013 | 49,602 | SH | SOLE | 0 | 0 | 49,602 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 1,500,767 | 14,255 | SH | SOLE | 0 | 0 | 14,255 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 201,851 | 480 | SH | SOLE | 0 | 0 | 480 | ||
BOEING CO | COM | 097023105 | 3,156,939 | 16,358 | SH | SOLE | 0 | 0 | 16,358 | ||
CHEVRON CORP NEW | COM | 166764100 | 348,994 | 2,212 | SH | SOLE | 0 | 0 | 2,212 | ||
DISNEY WALT CO | COM | 254687106 | 719,988 | 5,884 | SH | SOLE | 0 | 0 | 5,884 | ||
EXCHANGE TRADED CONCEPTS TRU | EMQQ EM INTERN | 301505889 | 225,278 | 7,195 | SH | SOLE | 0 | 0 | 7,195 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 301,327 | 894 | SH | SOLE | 0 | 0 | 894 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 923,539 | 8,356 | SH | SOLE | 0 | 0 | 8,356 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 280,138 | 2,143 | SH | SOLE | 0 | 0 | 2,143 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 900,203 | 8,174 | SH | SOLE | 0 | 0 | 8,174 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 1,538,672 | 21,770 | SH | SOLE | 0 | 0 | 21,770 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 1,068,808 | 33,162 | SH | SOLE | 0 | 0 | 33,162 | ||
ELI LILLY & CO | COM | 532457108 | 1,205,807 | 1,550 | SH | SOLE | 0 | 0 | 1,550 | ||
LOWES COS INC | COM | 548661107 | 413,395 | 1,623 | SH | SOLE | 0 | 0 | 1,623 | ||
MCDONALDS CORP | COM | 580135101 | 353,185 | 1,253 | SH | SOLE | 0 | 0 | 1,253 | ||
MICROSOFT CORP | COM | 594918104 | 2,401,247 | 5,707 | SH | SOLE | 0 | 0 | 5,707 | ||
NOVO-NORDISK A S | ADR | 670100205 | 302,384 | 2,355 | SH | SOLE | 0 | 0 | 2,355 | ||
PFIZER INC | COM | 717081103 | 442,383 | 15,942 | SH | SOLE | 0 | 0 | 15,942 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 1,349,671 | 76,861 | SH | SOLE | 0 | 0 | 76,861 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 203,999 | 2,820 | SH | SOLE | 0 | 0 | 2,820 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 729,099 | 9,042 | SH | SOLE | 0 | 0 | 9,042 | ||
SINCLAIR INC | CL A | 829242106 | 350,220 | 26,000 | SH | SOLE | 0 | 0 | 26,000 | ||
BLOCK INC | CL A | 852234103 | 210,436 | 2,488 | SH | SOLE | 0 | 0 | 2,488 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 3,953,203 | 21,648 | SH | SOLE | 0 | 0 | 21,648 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 373,556 | 7,383 | SH | SOLE | 0 | 0 | 7,383 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,000,862 | 2,082 | SH | SOLE | 0 | 0 | 2,082 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 387,124 | 1,485 | SH | SOLE | 0 | 0 | 1,485 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 316,362 | 1,805 | SH | SOLE | 0 | 0 | 1,805 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,715,347 | 7,889 | SH | SOLE | 0 | 0 | 7,889 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,637,569 | 22,336 | SH | SOLE | 0 | 0 | 22,336 | ||
VORNADO RLTY TR | SH BEN INT | 929042109 | 2,600,649 | 90,394 | SH | SOLE | 0 | 0 | 90,394 | ||
WATSCO INC | COM | 942622200 | 235,424 | 545 | SH | SOLE | 0 | 0 | 545 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,825,836 | 6,364 | SH | SOLE | 0 | 0 | 6,364 | ||
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | 842,213 | 48,626 | SH | SOLE | 0 | 0 | 48,626 | ||
AT&T INC | COM | 00206R102 | 715,390 | 40,647 | SH | SOLE | 0 | 0 | 40,647 | ||
ARK ETF TR | INNOVATION ETF | 00214Q104 | 454,426 | 9,074 | SH | SOLE | 0 | 0 | 9,074 | ||
ARK ETF TR | GENOMIC REV ETF | 00214Q302 | 390,943 | 13,593 | SH | SOLE | 0 | 0 | 13,593 | ||
ABBVIE INC | COM | 00287Y109 | 258,586 | 1,420 | SH | SOLE | 0 | 0 | 1,420 | ||
ACURX PHARMACEUTICALS INC | COM | 00510M104 | 668,483 | 272,850 | SH | SOLE | 0 | 0 | 272,850 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,224,480 | 16,922 | SH | SOLE | 0 | 0 | 16,922 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,705,031 | 37,469 | SH | SOLE | 0 | 0 | 37,469 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,830,607 | 25,380 | SH | SOLE | 0 | 0 | 25,380 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 622,409 | 3,150 | SH | SOLE | 0 | 0 | 3,150 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 443,737 | 606 | SH | SOLE | 0 | 0 | 606 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 503,975 | 1,572 | SH | SOLE | 0 | 0 | 1,572 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 3,861,440 | 245,482 | SH | SOLE | 0 | 0 | 245,482 | ||
EXXON MOBIL CORP | COM | 30231G102 | 4,357,501 | 37,487 | SH | SOLE | 0 | 0 | 37,487 | ||
META PLATFORMS INC | CL A | 30303M102 | 1,087,724 | 2,240 | SH | SOLE | 0 | 0 | 2,240 | ||
GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | 321,632 | 17,958 | SH | SOLE | 0 | 0 | 17,958 | ||
IONQ INC | COM | 46222L108 | 99,900 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
ISHARES TR | MSCI INDIA ETF | 46429B598 | 929,972 | 18,026 | SH | SOLE | 0 | 0 | 18,026 | ||
ISHARES TR | MSCI CHINA ETF | 46429B671 | 238,380 | 6,000 | SH | SOLE | 0 | 0 | 6,000 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 444,816 | 2,221 | SH | SOLE | 0 | 0 | 2,221 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 527,684 | 28,772 | SH | SOLE | 0 | 0 | 28,772 | ||
NVIDIA CORPORATION | COM | 67066G104 | 5,316,649 | 5,884 | SH | SOLE | 0 | 0 | 5,884 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 643,799 | 27,979 | SH | SOLE | 0 | 0 | 27,979 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 5,034,779 | 75,157 | SH | SOLE | 0 | 0 | 75,157 | ||
PROSHARES TR | INVT INT RT HG | 74347B607 | 205,056 | 2,680 | SH | SOLE | 0 | 0 | 2,680 | ||
SL GREEN RLTY CORP | COM | 78440X887 | 15,283,858 | 277,233 | SH | SOLE | 0 | 0 | 277,233 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 532,641 | 1,018 | SH | SOLE | 0 | 0 | 1,018 | ||
SPDR SER TR | S&P BIOTECH | 78464A870 | 256,301 | 2,701 | SH | SOLE | 0 | 0 | 2,701 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 800,170 | 5,416 | SH | SOLE | 0 | 0 | 5,416 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 266,380 | 1,279 | SH | SOLE | 0 | 0 | 1,279 | ||
TESLA INC | COM | 88160R101 | 1,210,851 | 6,888 | SH | SOLE | 0 | 0 | 6,888 | ||
3M CO | COM | 88579Y101 | 209,170 | 1,972 | SH | SOLE | 0 | 0 | 1,972 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 654,650 | 8,503 | SH | SOLE | 0 | 0 | 8,503 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 2,278,514 | 29,472 | SH | SOLE | 0 | 0 | 29,472 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | 2,091,585 | 26,736 | SH | SOLE | 0 | 0 | 26,736 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 1,802,695 | 22,391 | SH | SOLE | 0 | 0 | 22,391 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 4,793,770 | 114,246 | SH | SOLE | 0 | 0 | 114,246 |