ALPHABET INC CAP STK CL A 02079K305 14981224 41920 SH SOLE 0 0 41920 ALPHABET INC CAP STK CL C 02079K107 675411 1911 SH SOLE 0 0 1911 AMAZON COM INC COM 023135106 11078828 46483 SH SOLE 0 0 46483 APPLE INC COM 037833100 237491 820 SH SOLE 0 0 820 ASML HLDG NV N Y REGISTRY SHS N07059210 8400328 4222 SH SOLE 0 0 4222 BROADCOM INC COM 11135F101 19934891 52772 SH SOLE 0 0 52772 CALAMOS ETF TR AUTOC INCOM ETF 12811T571 1975990 72620 SH SOLE 0 0 72620 CATERPILLAR INC COM 149123101 15140088 14217 SH SOLE 0 0 14217 COSTCO WHOLESALE CORPORATION COM 22160K105 7856212 8398 SH SOLE 0 0 8398 DICKS SPORTING GOODS INC COM 253393102 11492236 50669 SH SOLE 0 0 50669 ELI LILLY & CO COM 532457108 11838332 9869 SH SOLE 0 0 9869 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16897701 883770 SH SOLE 0 0 883770 GE VERNOVA INC COM 36828A101 5836117 4967 SH SOLE 0 0 4967 GENERAC HLDGS INC COM 368736104 12426710 42439 SH SOLE 0 0 42439 GOLDMAN SACHS GROUP INC COM 38141G104 12624999 12483 SH SOLE 0 0 12483 GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 1640870 63232 SH SOLE 0 0 63232 HUMANA INC COM 444859102 691181 1740 SH SOLE 0 0 1740 INTEL CORP COM 458140100 11741975 84093 SH SOLE 0 0 84093 INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615 869956 7760 SH SOLE 0 0 7760 ISHARES GOLD TR ISHARES NEW 464285204 952785 12618 SH SOLE 0 0 12618 ISHARES INC US PWR INFRA ETF 464286343 11132274 398150 SH SOLE 0 0 398150 ISHARES TR MSCI ACWI EX US 464288240 14006179 184025 SH SOLE 0 0 184025 ISHARES TR U.S. PHARMA ETF 464288836 3524740 35599 SH SOLE 0 0 35599 JOHNSON & JOHNSON COM 478160104 12596343 49597 SH SOLE 0 0 49597 JPMORGAN CHASE & CO COM 46625H100 12126312 37046 SH SOLE 0 0 37046 MARRIOTT INTL INC NEW CL A 571903202 6369516 17187 SH SOLE 0 0 17187 MICRON TECHNOLOGY INC COM 595112103 28237131 24462 SH SOLE 0 0 24462 MICRON TECHNOLOGY INC COM 595112103 4617160 4000 SH Put SOLE 0 0 0 NOVO-NORDISK A S ADR 670100205 1233001 25719 SH SOLE 0 0 25719 NVIDIA CORPORATION COM 67066G104 26584027 132860 SH SOLE 0 0 132860 PALANTIR TECHNOLOGIES INC CL A 69608A108 16526364 141650 SH SOLE 0 0 141650 SANDISK CORP COM 80004C200 11622171 5111 SH SOLE 0 0 5111 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 1454770 7853 SH SOLE 0 0 7853 SPDR GOLD TR GOLD SHS 78463V107 16551682 44931 SH SOLE 0 0 44931 SPDR SERIES TRUST ST STR P500ETF 78464A854 1067903 12151 SH SOLE 0 0 12151 SPDR SERIES TRUST ST STR SP AERO 78464A631 1470548 5181 SH SOLE 0 0 5181 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 500793 1048 SH SOLE 0 0 1048 TESLA INC COM 88160R101 2692261 6401 SH SOLE 0 0 6401 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 247608 3372 SH SOLE 0 0 3372 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1385442 2017 SH SOLE 0 0 2017 VANGUARD INDEX FDS TOTAL STK MKT 922908769 673003 1818 SH SOLE 0 0 1818 VERTIV HOLDINGS CO COM CL A 92537N108 10509650 31388 SH SOLE 0 0 31388