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   253,965 2,470 SH   SOLE   0 0 2,470
AGNICO EAGLE MINES LTD COM 008474108   5,631,725 123,910 SH   SOLE   0 0 123,910
AKAMAI TECHNOLOGIES INC COM 00971T101   1,207,098 11,330 SH   SOLE   0 0 11,330
ALAMO GROUP INC COM 011311107   1,313,736 7,600 SH   SOLE   0 0 7,600
ALAMOS GOLD INC NEW COM CL A 011532108   407,988 36,000 SH   SOLE   0 0 36,000
ALPHABET INC CAP STK CL C 02079K107   7,615,844 57,761 SH   SOLE   0 0 57,761
ALPHABET INC CAP STK CL A 02079K305   4,921,701 37,610 SH   SOLE   0 0 37,610
ALPS ETF TR ALERIAN MLP 00162Q452   305,950 7,250 SH   SOLE   0 0 7,250
AMAZON COM INC COM 023135106   11,846,905 93,195 SH   SOLE   0 0 93,195
APPLE INC COM 037833100   12,548,467 73,293 SH   SOLE   0 0 73,293
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,376,679 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   4,526,527 42,249 SH   SOLE   0 0 42,249
BOEING CO COM 097023105   300,924 1,570 SH   SOLE   0 0 1,570
BRISTOL-MYERS SQUIBB CO COM 110122108   542,902 9,354 SH   SOLE   0 0 9,354
CAMECO CORP COM 13321L108   1,049,826 26,484 SH   SOLE   0 0 26,484
CATERPILLAR INC COM 149123101   682,500 2,500 SH   SOLE   0 0 2,500
CHART INDS INC COM 16115Q308   365,299 2,160 SH   SOLE   0 0 2,160
COSTCO WHSL CORP NEW COM 22160K105   7,022,685 12,430 SH   SOLE   0 0 12,430
DEERE & CO COM 244199105   792,498 2,100 SH   SOLE   0 0 2,100
DOUBLELINE OPPORTUNISTIC CR COM 258623107   225,483 15,465 SH   SOLE   0 0 15,465
DRAFTKINGS INC NEW COM CL A 26142V105   1,742,848 59,200 SH   SOLE   0 0 59,200
ELI LILLY & CO COM 532457108   1,891,772 3,522 SH   SOLE   0 0 3,522
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,851,960 132,000 SH   SOLE   0 0 132,000
ENOVIX CORPORATION COM 293594107   284,258 22,650 SH   SOLE   0 0 22,650
EXXON MOBIL CORP COM 30231G102   7,535,633 64,089 SH   SOLE   0 0 64,089
FRANCO NEV CORP COM 351858105   1,134,892 8,502 SH   SOLE   0 0 8,502
FREEPORT-MCMORAN INC CL B 35671D857   392,712 10,531 SH   SOLE   0 0 10,531
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101   318,143 58,698 SH   SOLE   0 0 58,698
FUELCELL ENERGY INC COM 35952H601   22,976 17,950 SH   SOLE   0 0 17,950
GARMIN LTD SHS H2906T109   210,400 2,000 SH   SOLE   0 0 2,000
GENERAC HLDGS INC COM 368736104   446,736 4,100 SH   SOLE   0 0 4,100
HESS CORP COM 42809H107   5,496,525 35,925 SH   SOLE   0 0 35,925
HESS MIDSTREAM LP CL A SHS 428103105   5,859,997 201,167 SH   SOLE   0 0 201,167
HOME DEPOT INC COM 437076102   1,000,150 3,310 SH   SOLE   0 0 3,310
IMMUNOGEN INC COM 45253H101   1,850,077 116,577 SH   SOLE   0 0 116,577
INMODE LTD SHS M5425M103   2,847,249 93,475 SH   SOLE   0 0 93,475
INVESCO CALIF VALUE MUN INCO COM 46132H106   143,310 17,000 SH   SOLE   0 0 17,000
INVESCO MUN OPPORTUNITY TR COM 46132C107   107,541 13,067 SH   SOLE   0 0 13,067
INVESCO PA VALUE MUN INC TR COM 46132K109   98,450 11,000 SH   SOLE   0 0 11,000
INVESCO TR INVT GRADE MUNS COM 46131M106   105,260 12,383 SH   SOLE   0 0 12,383
ISHARES SILVER TR ISHARES 46428Q109   345,780 17,000 SH   SOLE   0 0 17,000
MCDONALDS CORP COM 580135101   2,297,769 8,722 SH   SOLE   0 0 8,722
META PLATFORMS INC CL A 30303M102   3,721,103 12,395 SH   SOLE   0 0 12,395
MICROSOFT CORP COM 594918104   6,370,748 20,177 SH   SOLE   0 0 20,177
MPLX LP COM UNIT REP LTD 55336V100   5,953,751 167,381 SH   SOLE   0 0 167,381
NETFLIX INC COM 64110L106   3,759,008 9,955 SH   SOLE   0 0 9,955
NEWMONT CORP COM 651639106   1,650,593 44,671 SH   SOLE   0 0 44,671
NOVO-NORDISK A S ADR 670100205   672,956 7,400 SH   SOLE   0 0 7,400
NUSTAR ENERGY LP UNIT COM 67058H102   6,810,689 390,521 SH   SOLE   0 0 390,521
NUVEEN AMT FREE MUN CR INC F COM 67071L106   203,983 19,785 SH   SOLE   0 0 19,785
NUVEEN AMT FREE QLTY MUN INC COM 670657105   99,539 10,283 SH   SOLE   0 0 10,283
NUVEEN MUN HIGH INCOME OPPOR COM 670682103   138,045 14,876 SH   SOLE   0 0 14,876
NUVEEN QUALITY MUNCP INCOME COM 67066V101   181,415 17,891 SH   SOLE   0 0 17,891
NVIDIA CORPORATION COM 67066G104   1,766,980 4,062 SH   SOLE   0 0 4,062
PEPSICO INC COM 713448108   338,880 2,000 SH   SOLE   0 0 2,000
PIMCO MUN INCOME FD II COM 72200W106   87,666 11,400 SH   SOLE   0 0 11,400
PIMCO MUN INCOME FD III COM 72201A103   109,990 17,000 SH   SOLE   0 0 17,000
SCHLUMBERGER LTD COM STK 806857108   3,575,248 61,325 SH   SOLE   0 0 61,325
SHOPIFY INC CL A 82509L107   697,677 12,785 SH   SOLE   0 0 12,785
SOFI TECHNOLOGIES INC COM 83406F102   175,381 21,950 SH   SOLE   0 0 21,950
SOUTHWEST AIRLS CO COM 844741108   2,179,976 80,531 SH   SOLE   0 0 80,531
SPDR GOLD TR GOLD SHS 78463V107   885,368 5,164 SH   SOLE   0 0 5,164
STARBUCKS CORP COM 855244109   3,996,937 43,792 SH   SOLE   0 0 43,792
STEEL DYNAMICS INC COM 858119100   290,030 2,705 SH   SOLE   0 0 2,705
TEMPLETON EMERGING MKTS INCO COM 880192109   235,428 51,069 SH   SOLE   0 0 51,069
TESLA INC COM 88160R101   2,287,511 9,142 SH   SOLE   0 0 9,142
TRANE TECHNOLOGIES PLC SHS G8994E103   305,582 1,506 SH   SOLE   0 0 1,506
UBER TECHNOLOGIES INC COM 90353T100   4,274,771 92,950 SH   SOLE   0 0 92,950
UNITED PARCEL SERVICE INC CL B 911312106   239,557 1,537 SH   SOLE   0 0 1,537
UPSTART HLDGS INC COM 91680M107   285,400 10,000 SH   SOLE   0 0 10,000
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,050,115 150,506 SH   SOLE   0 0 150,506
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   2,489,800 77,251 SH   SOLE   0 0 77,251
VISA INC COM CL A 92826C839   310,514 1,350 SH   SOLE   0 0 1,350