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
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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
3M Company COM 88579Y101   343,199 3,265 SH   SOLE   0 0 3,265
Abbott Laboratories COM 002824100   1,347,029 13,303 SH   SOLE   0 0 13,303
AbbVie, Inc. COM 00287Y109   2,692,383 16,894 SH   SOLE   0 0 16,894
Accenture Ltd. COM G1151C101   211,785 741 SH   SOLE   0 0 741
Adobe Systems, Inc. COM 00724F101   499,054 1,295 SH   SOLE   0 0 1,295
Advanced Micro Devices COM 007903107   228,755 2,334 SH   SOLE   0 0 2,334
Alerian MLP ETF ETF 00162Q866   1,551,487 40,142 SH   SOLE   0 0 40,142
Align Technology, Inc. COM 016255101   1,364,294 4,083 SH   SOLE   0 0 4,083
Alphabet, Inc. A COM 02079K305   7,256,847 69,959 SH   SOLE   0 0 69,959
Alphabet, Inc. C COM 02079K107   2,128,954 20,471 SH   SOLE   0 0 20,471
Amazon.com, Inc. COM 023135106   7,985,007 77,307 SH   SOLE   0 0 77,307
American Express Co. COM 025816109   266,559 1,616 SH   SOLE   0 0 1,616
American Tower REIT COM 03027X100   2,683,830 13,134 SH   SOLE   0 0 13,134
Amgen COM 031162100   3,050,713 12,619 SH   SOLE   0 0 12,619
Annovis Bio Inc COM 03615A108   514,293 33,374 SH   SOLE   0 0 33,374
Apple, Inc. COM 037833100   26,814,856 162,613 SH   SOLE   0 0 162,613
Automatic Data Processing COM 053015103   207,714 933 SH   SOLE   0 0 933
Baxter International, Inc. COM 071813109   203,084 5,007 SH   SOLE   0 0 5,007
Becton, Dickinson & Co. COM 075887109   707,964 2,860 SH   SOLE   0 0 2,860
Berkshire Hathaway, Inc. B COM 084670702   2,602,931 8,430 SH   SOLE   0 0 8,430
Bitnile Holdings COM 09175M101   10,000 10,000 SH   SOLE   0 0 10,000
BlackRock, Inc. COM 09247X101   2,845,616 4,253 SH   SOLE   0 0 4,253
Blackstone Group, Inc. COM 09260D107   2,391,661 27,227 SH   SOLE   0 0 27,227
Block, Inc. COM 852234103   222,701 3,244 SH   SOLE   0 0 3,244
BP p.l.c. ADR 055622104   265,580 7,000 SH   SOLE   0 0 7,000
Cardinal Health, Inc. COM 14149Y108   3,395,613 44,975 SH   SOLE   0 0 44,975
Caterpillar COM 149123101   421,373 1,841 SH   SOLE   0 0 1,841
Chevron Corp. COM 166764100   2,359,926 14,464 SH   SOLE   0 0 14,464
CIGNA Corporation COM 125509109   243,265 952 SH   SOLE   0 0 952
Cisco Systems, Inc. COM 17275R102   1,050,992 20,105 SH   SOLE   0 0 20,105
Citigroup, Inc. COM 172967101   282,418 6,023 SH   SOLE   0 0 6,023
Clover Health Invts Co COM 18914F103   13,961 16,520 SH   SOLE   0 0 16,520
Comcast Corp. A COM 20030N101   1,614,085 42,577 SH   SOLE   0 0 42,577
ConocoPhillips, Inc. COM 20825c104   319,853 3,224 SH   SOLE   0 0 3,224
Corning, Inc. COM 219350105   565,538 16,030 SH   SOLE   0 0 16,030
Costco Wholesale Corp. COM 22160K105   6,104,083 12,285 SH   SOLE   0 0 12,285
CrowdStrike Holdings, Inc. COM 22788C105   3,882,536 28,286 SH   SOLE   0 0 28,286
Cummins, Inc. COM 231021106   1,660,216 6,950 SH   SOLE   0 0 6,950
CVS Health Corp. COM 126650100   3,281,323 44,157 SH   SOLE   0 0 44,157
Diageo PLC ADR ADR 25243Q205   787,408 4,346 SH   SOLE   0 0 4,346
DigitalOcean Holdings, Inc. COM 25402D102   2,204,292 56,275 SH   SOLE   0 0 56,275
Eaton Corporation COM G29183103   1,117,822 6,524 SH   SOLE   0 0 6,524
Elastic N.V. COM N14506104   747,200 12,905 SH   SOLE   0 0 12,905
Eli Lilly & Co. COM 532457108   520,968 1,517 SH   SOLE   0 0 1,517
Emerson Electric Co. COM 291011104   1,162,627 13,342 SH   SOLE   0 0 13,342
Essential Utilities, Inc COM 29670G102   1,765,376 40,444 SH   SOLE   0 0 40,444
Exxon Mobil Corp. COM 30231G102   669,674 6,107 SH   SOLE   0 0 6,107
Fidelity National Financial, Inc. COM 31620R303   1,694,105 48,500 SH   SOLE   0 0 48,500
First Solar Inc COM 336433107   494,813 2,275 SH   SOLE   0 0 2,275
First Trust Large Cap Core AlphaDEX ETF ETF 33734K109   963,505 11,969 SH   SOLE   0 0 11,969
First Trust Mid Cap Core AlphaDEX ETF ETF 33735B108   1,021,496 11,355 SH   SOLE   0 0 11,355
Five9, Inc. COM 338307101   831,841 11,507 SH   SOLE   0 0 11,507
General Mills, Inc. COM 370334104   2,211,278 25,875 SH   SOLE   0 0 25,875
Globus Medical Inc COM 379577208   9,630,103 170,023 SH   SOLE   0 0 170,023
Goldman Sachs BDC, Inc. COM 38147U107   198,829 14,566 SH   SOLE   0 0 14,566
Goldman Sachs Group, Inc. COM 38141G104   5,138,712 15,709 SH   SOLE   0 0 15,709
Home Depot COM 437076102   6,703,458 22,714 SH   SOLE   0 0 22,714
Honeywell International COM 438516106   2,712,251 14,191 SH   SOLE   0 0 14,191
Immunome Inc COM 45257U108   107,919 21,627 SH   SOLE   0 0 21,627
Intel Corp. COM 458140100   780,864 23,902 SH   SOLE   0 0 23,902
Invesco QQQ ETF ETF 631100104   912,480 2,843 SH   SOLE   0 0 2,843
iShares Cohen & Steers REIT ETF ETF 464287564   209,664 3,775 SH   SOLE   0 0 3,775
iShares Global Clean Energy ETF ETF 464288224   1,651,243 83,480 SH   SOLE   0 0 83,480
iShares MSCI EAFE Index Fund ETF ETF 464287465   424,328 5,933 SH   SOLE   0 0 5,933
iShares MSCI Emerging Markets Index Fund ETF ETF 464287234   374,673 9,495 SH   SOLE   0 0 9,495
iShares MSCI Kld Social Index ETF ETF 464288570   233,970 3,000 SH   SOLE   0 0 3,000
iShares S&P Mid Cap 400 Index ETF ETF 464287507   415,266 1,660 SH   SOLE   0 0 1,660
iShares S&P National Muni Bond ETF ETF 464288414   1,836,859 17,049 SH   SOLE   0 0 17,049
iShares S&P SmallCap 600 Index ETF ETF 78468R853   7,335,925 75,863 SH   SOLE   0 0 75,863
iShares Select Dividend ETF ETF 464287168   8,065,497 68,830 SH   SOLE   0 0 68,830
iShares U.S. Home Construction ETF ETF 464288752   398,476 5,669 SH   SOLE   0 0 5,669
iShares US Preferred Stock ETF ETF 464288687   3,713,827 118,957 SH   SOLE   0 0 118,957
J.P. Morgan Chase & Co. COM 46625H100   3,332,434 25,573 SH   SOLE   0 0 25,573
Janus Henderson AAA CLO ETF ETF 47103U845   523,156 10,567 SH   SOLE   0 0 10,567
Johnson & Johnson COM 478160104   9,673,898 62,412 SH   SOLE   0 0 62,412
JPMorgan Equity Premium Income ETF ETF 46641Q332   1,633,971 29,926 SH   SOLE   0 0 29,926
JPMorgan Ultra-Short Income ETF ETF 46641Q837   1,217,291 24,191 SH   SOLE   0 0 24,191
Kimberly-Clark Corp. COM 494368103   215,729 1,607 SH   SOLE   0 0 1,607
Kinder Morgan, Inc. COM 49456B101   7,667,119 437,871 SH   SOLE   0 0 437,871
KKR & Co. COM 48251W104   4,152,986 79,074 SH   SOLE   0 0 79,074
Lockheed Martin Corp. COM 539830109   4,320,007 9,138 SH   SOLE   0 0 9,138
Lowe's Companies, Inc. COM 548661107   2,798,526 13,995 SH   SOLE   0 0 13,995
McDonald's Corp. COM 580135101   923,930 3,304 SH   SOLE   0 0 3,304
Merck & Co. COM 58933Y108   3,439,666 32,331 SH   SOLE   0 0 32,331
Meta Platforms, Inc. COM 30303M102   379,161 1,789 SH   SOLE   0 0 1,789
Microsoft Corp. COM 594918104   6,299,228 21,850 SH   SOLE   0 0 21,850
Mondelez International, Inc. COM 609207105   1,571,349 22,538 SH   SOLE   0 0 22,538
Netflix, Inc. COM 64110L106   276,411 800 SH   SOLE   0 0 800
Newmont Mining Corp. COM 651639106   1,016,728 20,741 SH   SOLE   0 0 20,741
NIKE, Inc. COM 654106103   1,512,951 12,337 SH   SOLE   0 0 12,337
Northrop Grumman Corp. COM 666807102   293,257 635 SH   SOLE   0 0 635
Nuveen Interm. Duration Muni. Term Fund CEF 670671106   565,500 43,500 SH   SOLE   0 0 43,500
NVIDIA Corp. COM 67066G104   2,284,485 8,224 SH   SOLE   0 0 8,224
Oracle Corp. COM 68389X105   1,051,390 11,315 SH   SOLE   0 0 11,315
Pagerduty, Inc. COM 69553P100   2,722,843 77,840 SH   SOLE   0 0 77,840
Paychex, Inc. COM 704326107   2,165,437 18,897 SH   SOLE   0 0 18,897
PepsiCo, Inc. COM 713448108   2,560,483 14,045 SH   SOLE   0 0 14,045
Pfizer, Inc. COM 717081103   2,173,060 53,261 SH   SOLE   0 0 53,261
Phillips 66 COM 718546104   217,257 2,143 SH   SOLE   0 0 2,143
Pioneer Natural Resources Co. COM 723787107   3,178,996 15,565 SH   SOLE   0 0 15,565
PPL Corp. COM 69351T106   3,240,247 116,598 SH   SOLE   0 0 116,598
Procter & Gamble COM 742718109   3,101,226 20,857 SH   SOLE   0 0 20,857
Public Storage COM 74460D109   1,019,723 3,375 SH   SOLE   0 0 3,375
Raytheon Technologies Corp. COM 75513E101   338,936 3,461 SH   SOLE   0 0 3,461
Regeneron Pharmaceuticals COM 75886F107   3,082,906 3,752 SH   SOLE   0 0 3,752
Rio Tinto Group ADR 767204100   432,199 6,300 SH   SOLE   0 0 6,300
Shopify, Inc. COM 82509L107   1,789,025 37,318 SH   SOLE   0 0 37,318
SPDR Bloomberg Convertible Securities ETF ETF 78464A359   4,109,788 61,276 SH   SOLE   0 0 61,276
SPDR Gold Trust ETF ETF 78463V107   4,591,127 25,058 SH   SOLE   0 0 25,058
SPDR Mid Cap ETF ETF 78464A847   1,045,113 23,785 SH   SOLE   0 0 23,785
SPDR S&P 500 ETF ETF 78462f103   1,389,174 3,393 SH   SOLE   0 0 3,393
SPDR S&P MidCap 400 ETF ETF 78467Y107   2,532,306 5,524 SH   SOLE   0 0 5,524
Stryker Corp. COM 863667101   1,020,555 3,575 SH   SOLE   0 0 3,575
Tesla, Inc. COM 88160R101   1,410,521 6,799 SH   SOLE   0 0 6,799
The Boeing Company COM 097023105   380,462 1,791 SH   SOLE   0 0 1,791
The Coca-Cola Company COM 191216100   993,642 16,019 SH   SOLE   0 0 16,019
The Trade Desk, Inc. COM 88339J105   619,759 10,175 SH   SOLE   0 0 10,175
Truist Financial Corp. COM 89832Q109   3,873,010 113,578 SH   SOLE   0 0 113,578
Unilever PLC ADR ADR 904767704   372,650 7,176 SH   SOLE   0 0 7,176
United Parcel Service, Inc. COM 911312106   4,336,912 22,356 SH   SOLE   0 0 22,356
VanEck Junior Gold Miners ETF ETF 92189F791   845,300 21,400 SH   SOLE   0 0 21,400
VanEck Merck Gold ETF ETF 921078101   1,634,960 85,600 SH   SOLE   0 0 85,600
VanEck Semiconductor ETF ETF 92189F676   339,384 1,290 SH   SOLE   0 0 1,290
VanEck Vectors Gold Miners ETF ETF 92189F106   7,436,942 229,890 SH   SOLE   0 0 229,890
Vanguard Emerging Markets Stock Index ETF ETF 922042858   494,011 12,228 SH   SOLE   0 0 12,228
Vanguard Growth ETF ETF 922908736   316,040 1,267 SH   SOLE   0 0 1,267
Vanguard Total Bond Market Index ETF ETF 921937835   298,273 4,040 SH   SOLE   0 0 4,040
Vanguard Utilities ETF ETF 92204A876   1,315,141 8,915 SH   SOLE   0 0 8,915
Verizon Communications COM 92343V104   6,742,192 173,366 SH   SOLE   0 0 173,366
Visa, Inc. COM 92826C839   4,971,716 22,051 SH   SOLE   0 0 22,051
Walmart, Inc. COM 931142103   2,404,438 16,307 SH   SOLE   0 0 16,307
Walt Disney Co. COM 254687106   997,335 9,960 SH   SOLE   0 0 9,960
Waste Management, Inc. COM 94106L109   228,277 1,399 SH   SOLE   0 0 1,399