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
ADVANCED MICRO DEVICES INC COM 007903107   509,178 4,470 SH   SOLE   0 0 4,470
AGNICO EAGLE MINES LTD COM 008474108   6,298,296 126,016 SH   SOLE   0 0 126,016
AKAMAI TECHNOLOGIES INC COM 00971T101   1,020,474 11,355 SH   SOLE   0 0 11,355
ALAMO GROUP INC COM 011311107   1,397,716 7,600 SH   SOLE   0 0 7,600
ALAMOS GOLD INC NEW COM CL A 011532108   405,501 34,000 SH   SOLE   0 0 34,000
ALPHABET INC CAP STK CL C 02079K107   7,070,506 58,448 SH   SOLE   0 0 58,448
ALPHABET INC CAP STK CL A 02079K305   4,636,870 38,737 SH   SOLE   0 0 38,737
ALPS ETF TR ALERIAN MLP 00162Q452   299,957 7,650 SH   SOLE   0 0 7,650
AMAZON COM INC COM 023135106   11,912,904 91,385 SH   SOLE   0 0 91,385
APPLE INC COM 037833100   17,301,273 89,196 SH   SOLE   0 0 89,196
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,340,130 3,930 SH   SOLE   0 0 3,930
BERKSHIRE HATHAWAY INC DEL CL A 084670108   517,810 1 SH   SOLE   0 0 1
BLACKSTONE INC COM 09260D107   3,707,896 39,883 SH   SOLE   0 0 39,883
BOEING CO COM 097023105   331,506 1,570 SH   SOLE   0 0 1,570
BOWLERO CORP CL A COM 10258P102   834,588 71,700 SH   SOLE   0 0 71,700
BRISTOL-MYERS SQUIBB CO COM 110122108   767,437 12,001 SH   SOLE   0 0 12,001
BROADCOM INC COM 11135F101   246,350 284 SH   SOLE   0 0 284
CAMECO CORP COM 13321L108   831,310 26,534 SH   SOLE   0 0 26,534
CATERPILLAR INC COM 149123101   615,125 2,500 SH   SOLE   0 0 2,500
CHART INDS INC COM 16115Q308   331,564 2,075 SH   SOLE   0 0 2,075
COSTCO WHSL CORP NEW COM 22160K105   6,751,360 12,540 SH   SOLE   0 0 12,540
DEERE & CO COM 244199105   850,899 2,100 SH   SOLE   0 0 2,100
DEVON ENERGY CORP NEW COM 25179M103   2,469,449 51,085 SH   SOLE   0 0 51,085
DOUBLELINE OPPORTUNISTIC CR COM 258623107   224,181 15,450 SH   SOLE   0 0 15,450
DRAFTKINGS INC NEW COM CL A 26142V105   637,680 24,000 SH   SOLE   0 0 24,000
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,651,000 130,000 SH   SOLE   0 0 130,000
ENOVIX CORPORATION COM 293594107   359,898 19,950 SH   SOLE   0 0 19,950
EXXON MOBIL CORP COM 30231G102   6,963,607 64,929 SH   SOLE   0 0 64,929
FRANCO NEV CORP COM 351858105   1,369,167 9,601 SH   SOLE   0 0 9,601
FREEPORT-MCMORAN INC CL B 35671D857   421,209 10,530 SH   SOLE   0 0 10,530
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101   278,816 58,698 SH   SOLE   0 0 58,698
FUELCELL ENERGY INC COM 35952H601   39,852 18,450 SH   SOLE   0 0 18,450
GARMIN LTD SHS H2906T109   208,580 2,000 SH   SOLE   0 0 2,000
GENERAC HLDGS INC COM 368736104   753,107 5,050 SH   SOLE   0 0 5,050
HESS CORP COM 42809H107   4,820,787 35,460 SH   SOLE   0 0 35,460
HESS MIDSTREAM LP CL A SHS 428103105   6,169,606 201,095 SH   SOLE   0 0 201,095
HOME DEPOT INC COM 437076102   1,028,218 3,310 SH   SOLE   0 0 3,310
IMMUNOGEN INC COM 45253H101   3,321,875 176,040 SH   SOLE   0 0 176,040
INMODE LTD SHS M5425M103   2,518,324 67,425 SH   SOLE   0 0 67,425
INVESCO CALIF VALUE MUN INCO COM 46132H106   162,860 17,000 SH   SOLE   0 0 17,000
INVESCO MUN OPPORTUNITY TR COM 46132C107   123,614 13,067 SH   SOLE   0 0 13,067
INVESCO PA VALUE MUN INC TR COM 46132K109   108,460 11,000 SH   SOLE   0 0 11,000
INVESCO TR INVT GRADE MUNS COM 46131M106   120,090 12,368 SH   SOLE   0 0 12,368
ISHARES SILVER TR ISHARES 46428Q109   355,130 17,000 SH   SOLE   0 0 17,000
LAS VEGAS SANDS CORP COM 517834107   1,657,374 28,575 SH   SOLE   0 0 28,575
MCDONALDS CORP COM 580135101   2,177,516 7,297 SH   SOLE   0 0 7,297
META PLATFORMS INC CL A 30303M102   3,449,500 12,020 SH   SOLE   0 0 12,020
MICROSOFT CORP COM 594918104   6,890,208 20,233 SH   SOLE   0 0 20,233
MPLX LP COM UNIT REP LTD 55336V100   5,734,243 168,952 SH   SOLE   0 0 168,952
NETFLIX INC COM 64110L106   4,250,729 9,650 SH   SOLE   0 0 9,650
NEWMONT CORP COM 651639106   2,041,281 47,850 SH   SOLE   0 0 47,850
NUSTAR ENERGY LP UNIT COM 67058H102   6,607,740 385,516 SH   SOLE   0 0 385,516
NUVEEN AMT FREE MUN CR INC F COM 67071L106   231,485 19,785 SH   SOLE   0 0 19,785
NUVEEN AMT FREE QLTY MUN INC COM 670657105   112,393 10,283 SH   SOLE   0 0 10,283
NUVEEN MUN HIGH INCOME OPPOR COM 670682103   157,083 14,861 SH   SOLE   0 0 14,861
NUVEEN QUALITY MUNCP INCOME COM 67066V101   201,632 17,891 SH   SOLE   0 0 17,891
NVIDIA CORPORATION COM 67066G104   1,396,855 3,302 SH   SOLE   0 0 3,302
PEPSICO INC COM 713448108   370,440 2,000 SH   SOLE   0 0 2,000
PIMCO MUN INCOME FD II COM 72200W106   103,056 11,400 SH   SOLE   0 0 11,400
PIMCO MUN INCOME FD III COM 72201A103   136,850 17,000 SH   SOLE   0 0 17,000
SCHLUMBERGER LTD COM STK 806857108   3,027,020 61,625 SH   SOLE   0 0 61,625
SHOPIFY INC CL A 82509L107   609,824 9,440 SH   SOLE   0 0 9,440
SOUTHWEST AIRLS CO COM 844741108   4,105,891 113,391 SH   SOLE   0 0 113,391
SPDR GOLD TR GOLD SHS 78463V107   956,240 5,364 SH   SOLE   0 0 5,364
SPDR SER TR S&P BIOTECH 78464A870   216,320 2,600 SH   SOLE   0 0 2,600
STARBUCKS CORP COM 855244109   4,323,221 43,642 SH   SOLE   0 0 43,642
STEEL DYNAMICS INC COM 858119100   294,656 2,705 SH   SOLE   0 0 2,705
TEMPLETON EMERGING MKTS INCO COM 880192109   278,298 54,038 SH   SOLE   0 0 54,038
TESLA INC COM 88160R101   1,693,652 6,470 SH   SOLE   0 0 6,470
TRANE TECHNOLOGIES PLC SHS G8994E103   288,038 1,506 SH   SOLE   0 0 1,506
UBER TECHNOLOGIES INC COM 90353T100   3,490,295 80,850 SH   SOLE   0 0 80,850
UNITED PARCEL SERVICE INC CL B 911312106   275,489 1,537 SH   SOLE   0 0 1,537
UPSTART HLDGS INC COM 91680M107   358,100 10,000 SH   SOLE   0 0 10,000
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   2,758,337 77,351 SH   SOLE   0 0 77,351
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,545,283 150,956 SH   SOLE   0 0 150,956
VISA INC COM CL A 92826C839   320,598 1,350 SH   SOLE   0 0 1,350