ABBOTT LABORATORIES COM 002824100 200355 1951 SH SOLE 1951 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2284519 11230 SH SOLE 11230 0 0 ALCOA CORP COM 013872106 697792 10520 SH SOLE 10520 0 0 ALPHABET INC CAP STK CL A 02079K305 2857887 9938 SH SOLE 9938 0 0 AMAZON COM INC COM 023135106 83308 400 SH Call SOLE 400 0 0 AMAZON COM INC COM 023135106 2702095 12974 SH SOLE 12974 0 0 AMERICAN EXPRESS CO COM 025816109 815789 2697 SH SOLE 2697 0 0 APPLE INC COM 037833100 126895 500 SH Call SOLE 500 0 0 APPLE INC COM 037833100 1798342 7086 SH SOLE 7085 0 0 APPLIED DIGITAL CORP COM NEW 038169207 242029 10195 SH SOLE 10195 0 0 APPLIED MATLS INC COM 038222105 1157345 3386 SH SOLE 3386 0 0 APPLOVIN CORP COM CL A 03831W108 79600 200 SH Call SOLE 200 0 0 APPLOVIN CORP COM CL A 03831W108 2280540 5730 SH SOLE 5730 0 0 ARISTA NETWORKS INC COM SHS 040413205 1491777 12150 SH SOLE 12150 0 0 BANK AMERICA CORP COM 060505104 310983 6379 SH SOLE 6379 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 844350 1762 SH SOLE 1762 0 0 BOOKING HOLDINGS INC COM 09857L108 1322040 314 SH SOLE 314 0 0 BOSTON SCIENTIFIC CORP COM 101137107 260036 4144 SH SOLE 4144 0 0 BROADCOM INC COM 11135F101 1132666 3660 SH SOLE 3659 0 0 CBRE GROUP INC CL A 12504L109 1326153 9790 SH SOLE 9790 0 0 CSX CORP COM 126408103 2075492 50560 SH SOLE 50560 0 0 CAMECO CORP COM 13321L108 2337512 21522 SH SOLE 21522 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 1345637 17107 SH SOLE 17107 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 934924 2372 SH SOLE 2372 0 0 CATERPILLAR INC COM 149123101 214298 302 SH SOLE 302 0 0 CITIGROUP INC COM NEW 172967424 1446500 12755 SH SOLE 12754 0 0 CLOUDFLARE INC CL A COM 18915M107 1213073 5879 SH SOLE 5879 0 0 COCA COLA CO COM 191216100 1210868 15922 SH SOLE 15922 0 0 CONOCOPHILLIPS COM 20825C104 1278572 9686 SH SOLE 9686 0 0 CONSTELLATION ENERGY CORP COM 21037T109 1357684 4862 SH SOLE 4861 0 0 CORTEVA INC COM 22052L104 231291 2763 SH SOLE 2763 0 0 CORVUS PHARMACEUTICALS INC COM 221015100 179481 12268 SH SOLE 12268 0 0 DIAMONDBACK ENERGY INC COM 25278X109 550738 2784 SH SOLE 2784 0 0 DOMINION ENERGY INC COM 25746U109 951719 15395 SH SOLE 15395 0 0 EOG RES INC COM 26875P101 608678 4210 SH SOLE 4210 0 0 EQT CORP COM 26884L109 2098855 32980 SH SOLE 32980 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1077236 13452 SH SOLE 13452 0 0 EMERSON ELEC CO COM 291011104 1920879 14661 SH SOLE 14660 0 0 EXXON MOBIL CORP COM 30231G102 805103 4745 SH SOLE 4745 0 0 META PLATFORMS INC CL A 30303M102 57213 100 SH Call SOLE 100 0 0 META PLATFORMS INC CL A 30303M102 1192319 2084 SH SOLE 2084 0 0 FIFTH THIRD BANCORP COM 316773100 683427 14710 SH SOLE 14710 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 5107164 55058 SH SOLE 55057 0 0 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 3296833 48284 SH SOLE 48284 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 344376 11995 SH SOLE 11995 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 952926 50154 SH SOLE 50154 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 12935399 216383 SH SOLE 216383 0 0 FORTINET INC COM 34959E109 854383 10455 SH SOLE 10455 0 0 FREEPORT MCMORAN INC CL B 35671D857 1492574 25393 SH SOLE 25392 0 0 GENERAL DYNAMICS CORP COM 369550108 1555473 4532 SH SOLE 4532 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 578303 11941 SH SOLE 11941 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1095557 1295 SH SOLE 1295 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 1165408 18032 SH SOLE 18032 0 0 HONEYWELL INTL INC COM 438516106 1298547 5745 SH SOLE 5745 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 312254 541 SH SOLE 541 0 0 ISHARES TR S&P 100 ETF 464287101 488150 4000 SH Call SOLE 4000 0 0 ISHARES TR CORE S&P500 ETF 464287200 233394 357 SH SOLE 357 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 263341 2328 SH SOLE 2328 0 0 ISHARES TR 20 YR TR BD ETF 464287432 4311876 49739 SH SOLE 49739 0 0 ISHARES TR RUS MID CAP ETF 464287499 9310699 95760 SH SOLE 95759 0 0 ISHARES TR CORE S&P MCP ETF 464287507 728108 10782 SH SOLE 10782 0 0 ISHARES TR EXPND TEC SC ETF 464287549 2203456 18593 SH SOLE 18592 0 0 ISHARES TR RUS 1000 ETF 464287622 5412224 15179 SH SOLE 15179 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1800232 7259 SH SOLE 7259 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2109256 16968 SH SOLE 16967 0 0 ISHARES TR MRGSTR SM CP GR 464288604 1035913 18904 SH SOLE 18903 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 4138883 34898 SH SOLE 34897 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1448530 16001 SH SOLE 16000 0 0 ISHARES INC MSCI EMRG CHN 46434G764 3651556 46422 SH SOLE 46422 0 0 ISHARES TR IBONDS DEC 2031 46436E460 10114263 495824 SH SOLE 495824 0 0 ISHARES TR IBOND DEC 2030 46436E593 10157792 515101 SH SOLE 515101 0 0 ISHARES TR IBONDS 29 TRM TS 46436E825 10198430 466897 SH SOLE 466897 0 0 ISHARES TR IBONDS 28 TRM TS 46436E833 10215239 458432 SH SOLE 458432 0 0 ISHARES TR IBONDS 27 TRM TS 46436E841 10236828 456390 SH SOLE 456390 0 0 JPMORGAN CHASE & CO COM 46625H100 1439309 4893 SH SOLE 4892 0 0 JEFFERIES FINANCIAL GROUP IN COM 47233W109 280500 6797 SH SOLE 6796 0 0 JOHNSON & JOHNSON COM 478160104 294371 1204 SH SOLE 1204 0 0 JONES LANG LASALLE INC COM 48020Q107 1159155 3809 SH SOLE 3809 0 0 KLA CORP COM NEW 482480100 689088 468 SH SOLE 468 0 0 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 307283 4358 SH SOLE 4358 0 0 KROGER CO COM 501044101 795453 10993 SH SOLE 10993 0 0 LPL FINL HLDGS INC COM 50212V100 1104648 3672 SH SOLE 3672 0 0 LAM RESEARCH CORP COM NEW 512807306 2616864 12248 SH SOLE 12247 0 0 ELI LILLY & CO COM 532457108 1069693 1163 SH SOLE 1163 0 0 LOCKHEED MARTIN CORP COM 539830109 537319 889 SH SOLE 889 0 0 LOWES COS INC COM 548661107 326443 1382 SH SOLE 1381 0 0 MARVELL TECHNOLOGY INC COM 573874104 1497347 15117 SH SOLE 15117 0 0 MERCADOLIBRE INC COM 58733R102 1729020 1000 SH SOLE 1000 0 0 MICROSOFT CORP COM 594918104 111051 300 SH Call SOLE 300 0 0 MICROSOFT CORP COM 594918104 1957160 5287 SH SOLE 5287 0 0 MICRON TECHNOLOGY INC COM 595112103 1523333 4509 SH SOLE 4509 0 0 MONGODB INC CL A 60937P106 548285 2240 SH SOLE 2240 0 0 NETFLIX INC. COM 64110L106 96150 1000 SH Call SOLE 1000 0 0 NETFLIX INC. COM 64110L106 105573 1098 SH SOLE 1098 0 0 NEXTERA ENERGY INC COM 65339F101 938198 10101 SH SOLE 10101 0 0 NVIDIA CORPORATION COM 67066G104 87200 500 SH Call SOLE 500 0 0 NVIDIA CORPORATION COM 67066G104 2880732 16518 SH SOLE 16517 0 0 ORACLE CORP COM 68389X105 328045 2230 SH SOLE 2229 0 0 PALO ALTO NETWORKS INC COM 697435105 397594 2480 SH SOLE 2480 0 0 PARKER-HANNIFIN CORP COM 701094104 1932335 2158 SH SOLE 2158 0 0 POET TECHNOLOGIES INC COM NEW 73044W302 59400 10000 SH Call SOLE 10000 0 0 PRIME MEDICINE INC COM 74168J101 69830 20066 SH SOLE 20066 0 0 PROSPERITY BANCSHARES INC COM 743606105 424510 6319 SH SOLE 6319 0 0 REALTY INCOME CORP COM 756109104 306512 5010 SH SOLE 5010 0 0 RIOT PLATFORMS INC COM 767292105 142189 11504 SH SOLE 11504 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A870 1227525 9610 SH SOLE 9610 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R556 769636 4233 SH SOLE 4232 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4009854 156391 SH SOLE 156390 0 0 SEMPRA COM 816851109 775319 7979 SH SOLE 7979 0 0 SENTINELONE INC CL A 81730H109 167440 13000 SH Call SOLE 13000 0 0 SERVICENOW INC COM 81762P102 104550 1000 SH Call SOLE 1000 0 0 SERVICENOW INC COM 81762P102 286676 2742 SH SOLE 2742 0 0 STRYKER CORPORATION COM 863667101 1122329 3416 SH SOLE 3415 0 0 T-MOBILE US INC COM 872590104 1526730 7269 SH SOLE 7269 0 0 TEMPUS AI INC CL A 88023B103 22610 500 SH Call SOLE 500 0 0 TEMPUS AI INC CL A 88023B103 285248 6308 SH SOLE 6308 0 0 TESLA INC COM 88160R101 74350 200 SH Put SOLE 200 0 0 TESLA INC COM 88160R101 1858750 5000 SH SOLE 5000 0 0 TRANSMEDICS GROUP INC COM 89377M109 1307043 13148 SH SOLE 13148 0 0 TWILIO INC CL A 90138F102 1435355 11408 SH SOLE 11408 0 0 UBER TECHNOLOGIES INC COM 90353T100 1545848 21491 SH SOLE 21491 0 0 VALERO ENERGY CORP COM 91913Y100 265356 1074 SH SOLE 1073 0 0 VANECK ETF TRUST URANIUM AND NUCL 92189F601 1285018 9648 SH SOLE 9648 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 1489134 3684 SH SOLE 3684 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2544708 8419 SH SOLE 8419 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 2393546 9552 SH SOLE 9552 0 0 VISA INC COM CL A 92826C839 1399890 4632 SH SOLE 4631 0 0 VISTRA CORP COM 92840M102 933677 6211 SH SOLE 6210 0 0 WELLS FARGO & CO COM 949746101 2373563 29815 SH SOLE 29814 0 0 WELLTOWER INC COM 95040Q104 436672 2209 SH SOLE 2208 0 0 ZSCALER INC COM 98980G102 364053 2595 SH SOLE 2595 0 0 EATON CORP PLC SHS G29183103 1520927 4252 SH SOLE 4252 0 0 LINDE PLC SHS G54950103 1040104 2098 SH SOLE 2098 0 0 MEDTRONIC PLC SHS G5960L103 1052971 12152 SH SOLE 12152 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 1562105 108706 SH SOLE 108706 0 0 ON HLDG AG NAMEN AKT A H5919C104 1129226 33193 SH SOLE 33193 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 1662925 1259 SH SOLE 1259 0 0