ABBVIE INC COM 00287Y109 301504 1386 SH SOLE 1386 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2324595 11427 SH SOLE 11427 0 0 AEROVIRONMENT INC COM 008073108 1264509 6908 SH SOLE 6908 0 0 AES CORP COM 00130H105 211350 15000 SH SOLE 15000 0 0 AGNICO EAGLE MINES LTD COM 008474108 2290629 11285 SH SOLE 11285 0 0 ALBEMARLE CORP COM 012653101 1365326 7605 SH SOLE 7605 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 748800 20000 SH SOLE 20000 0 0 ALPHABET INC CAP STK CL A 02079K305 24180909 84090 SH SOLE 84090 0 0 ALPHABET INC CAP STK CL C 02079K107 28816894 100456 SH SOLE 100456 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 6068925 115291 SH SOLE 115291 0 0 AMAZON COM INC COM 023135106 49210729 236283 SH SOLE 236283 0 0 APPLE INC COM 037833100 60600123 238781 SH SOLE 238781 0 0 ARISTA NETWORKS INC COM SHS 040413205 2855863 23260 SH SOLE 23260 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 4176464 3162 SH SOLE 3162 0 0 AST SPACEMOBILE INC COM CL A 00217D100 498049 6010 SH SOLE 6010 0 0 AURORA INNOVATION INC CLASS A COM 051774107 2696985 654608 SH SOLE 654608 0 0 AXON ENTERPRISE INC COM 05464C101 9731347 22914 SH SOLE 22914 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7796584 16270 SH SOLE 16270 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 718140 1 SH SOLE 1 0 0 BITFARMS LTD COM 09173B107 57525 29500 SH SOLE 29500 0 0 BLACKROCK INC COM 09290D101 244905 255 SH SOLE 255 0 0 BLACKROCK MUNIHOLDINGS FD IN COM 09253N104 474893 42100 SH SOLE 42100 0 0 BOOKING HOLDINGS INC COM 09857L108 905219 215 SH SOLE 215 0 0 BOSTON SCIENTIFIC CORP COM 101137107 630638 10050 SH SOLE 10050 0 0 BROADCOM INC COM 11135F101 5677961 18345 SH SOLE 18345 0 0 BWX TECHNOLOGIES INC COM 05605H100 900778 4405 SH SOLE 4405 0 0 CAMECO CORP COM 13321L108 581064 5350 SH SOLE 5350 0 0 CATERPILLAR INC COM 149123101 1916384 2705 SH SOLE 2705 0 0 CENCORA INC COM 03073E105 4331991 13790 SH SOLE 13790 0 0 CENTERPOINT ENERGY INC COM 15189T107 250328 5800 SH SOLE 5800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 759058 2675 SH SOLE 2675 0 0 CHEVRON CORPORATION COM 166764100 662080 3200 SH SOLE 3200 0 0 CISCO SYS INC COM 17275R102 228644 2947 SH SOLE 2947 0 0 COCA COLA CO COM 191216100 2333634 30686 SH SOLE 30686 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 369126 2114 SH SOLE 2114 0 0 COMPASS INC CL A 20464U100 176902 24200 SH SOLE 24200 0 0 CONSTELLATION ENERGY CORP COM 21037T109 216419 775 SH SOLE 775 0 0 COREWEAVE INC COM CL A 21873S108 331572 4280 SH SOLE 4280 0 0 CORNING INC COM 219350105 237948 1750 SH SOLE 1750 0 0 CORTEVA INC COM 22052L104 623640 7450 SH SOLE 7450 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 1489052 1494 SH SOLE 1494 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 699224 1791 SH SOLE 1791 0 0 CURTISS WRIGHT CORP COM 231561101 701554 1030 SH SOLE 1030 0 0 DIGITAL RLTY TR INC COM 253868103 232770 1292 SH SOLE 1292 0 0 DISNEY WALT CO COM 254687106 1011887 10499 SH SOLE 10499 0 0 DOMINION ENERGY INC COM 25746U109 473590 7661 SH SOLE 7661 0 0 ELI LILLY & CO COM 532457108 3877169 4215 SH SOLE 4215 0 0 ENBRIDGE INC COM 29250N105 1542936 28499 SH SOLE 28499 0 0 ENERGY FUELS INC COM NEW 292671708 417195 22860 SH SOLE 22860 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 517669 13680 SH SOLE 13680 0 0 ERO COPPER CORP COM 296006109 466725 17500 SH SOLE 17500 0 0 EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 659184 108956 SH SOLE 108956 0 0 EXXON MOBIL CORP COM 30231G102 3048481 17968 SH SOLE 17968 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 1397572 25300 SH SOLE 25300 0 0 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 200702 3400 SH SOLE 3400 0 0 FORTINET INC COM 34959E109 817609 10005 SH SOLE 10005 0 0 FRANCO NEV CORP COM 351858105 1847934 7480 SH SOLE 7480 0 0 FREEPORT MCMORAN INC CL B 35671D857 1095130 18631 SH SOLE 18631 0 0 GLOBAL X FDS GLOBAL X COPPER 37954Y830 693813 9087 SH SOLE 9087 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 983117 1162 SH SOLE 1162 0 0 HEICO CORP NEW COM 422806109 685500 2500 SH SOLE 2500 0 0 HERSHEY CO COM 427866108 1024898 4930 SH SOLE 4930 0 0 HOME DEPOT INC COM 437076102 740633 2252 SH SOLE 2252 0 0 ILLINOIS TOOL WKS INC COM 452308109 830325 3190 SH SOLE 3190 0 0 INTEL CORP COM 458140100 2991915 67798 SH SOLE 67798 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2558495 5550 SH SOLE 5550 0 0 INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 366839 13428 SH SOLE 13428 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 725929 3055 SH SOLE 3055 0 0 INVESCO INDIA EXCHANGE-TRADE INDIA ETF 46137R109 535194 26069 SH SOLE 26069 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8245189 14285 SH SOLE 14285 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3295091 85765 SH SOLE 85765 0 0 ISHARES ETHEREUM TR SHS 46438R105 210776 13315 SH SOLE 13315 0 0 ISHARES INC CORE MSCI EMKT 46434G103 906750 13000 SH SOLE 13000 0 0 ISHARES SILVER TR ISHARES 46428Q109 2495082 36617 SH SOLE 36617 0 0 ISHARES TR EXPANDED TECH 464287515 454284 5675 SH SOLE 5675 0 0 ISHARES TR CORE US AGGBD ET 464287226 566714 5709 SH SOLE 5709 0 0 ISHARES TR NATIONAL MUN ETF 464288414 541365 5100 SH SOLE 5100 0 0 ISHARES TR CORE S&P SCP ETF 464287804 569431 4581 SH SOLE 4581 0 0 ISHARES TR CORE S&P MCP ETF 464287507 265055 3925 SH SOLE 3925 0 0 ISHARES TR US HLTHCARE ETF 464287762 200330 3250 SH SOLE 3250 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 810517 9355 SH SOLE 9355 0 0 ISHARES TR ISHARES BIOTECH 464287556 490497 2905 SH SOLE 2905 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 206867 1079 SH SOLE 1079 0 0 ISHARES TR MSCI ACWI EX US 464288240 878470 12830 SH SOLE 12830 0 0 ISHARES TR S&P 100 ETF 464287101 284673 895 SH SOLE 895 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 227901 919 SH SOLE 919 0 0 ISHARES TR PFD AND INCM SEC 464288687 226601 7474 SH SOLE 7474 0 0 ISHARES TR RUS MD CP GR ETF 464287481 200441 1564 SH SOLE 1564 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 908387 11001 SH SOLE 11001 0 0 ISHARES TR COPPER & METALS 46436E189 520973 10950 SH SOLE 10950 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 391411 1247 SH SOLE 1247 0 0 IVANHOE ELECTRIC INC COM 46578C108 403830 34165 SH SOLE 34165 0 0 JPMORGAN CHASE & CO COM 46625H100 3876454 13178 SH SOLE 13178 0 0 LINCOLN ELEC HLDGS INC COM 533900106 1064817 4275 SH SOLE 4275 0 0 LOCKHEED MARTIN CORP COM 539830109 233951 387 SH SOLE 387 0 0 LOEWS CORP COM 540424108 1600033 14990 SH SOLE 14990 0 0 MASTERCARD INCORPORATED CL A 57636Q104 618336 1238 SH SOLE 1238 0 0 MCDONALDS CORP COM 580135101 611508 1968 SH SOLE 1968 0 0 MCKESSON CORP COM 58155Q103 2306184 2665 SH SOLE 2665 0 0 MEDTRONIC PLC SHS G5960L103 1198110 13827 SH SOLE 13827 0 0 MERCK & CO INC COM 58933Y105 328694 2733 SH SOLE 2733 0 0 META PLATFORMS INC CL A 30303M102 17680020 30902 SH SOLE 30902 0 0 MICROSOFT CORP COM 594918104 38452061 103877 SH SOLE 103877 0 0 NETFLIX INC. COM 64110L106 13750892 143015 SH SOLE 143015 0 0 NEXTERA ENERGY INC COM 65339F101 1271882 13694 SH SOLE 13694 0 0 NEXTPOWER INC CLASS A COM 65290E101 957167 7940 SH SOLE 7940 0 0 NRG ENERGY INC COM NEW 629377508 591867 4050 SH SOLE 4050 0 0 NVIDIA CORPORATION COM 67066G104 14472249 82983 SH SOLE 82983 0 0 ONDAS INC COM NEW 68236H204 778570 86125 SH SOLE 86125 0 0 ONEOK INC NEW COM 682680103 949095 10500 SH SOLE 10500 0 0 ORACLE CORP COM 68389X105 2201409 14964 SH SOLE 14964 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 4102423 28045 SH SOLE 28045 0 0 PALO ALTO NETWORKS INC COM 697435105 2444720 15249 SH SOLE 15249 0 0 PAYPAL HLDGS INC COM 70450Y103 222796 4926 SH SOLE 4926 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 396825 92500 SH SOLE 92500 0 0 PHILIP MORRIS INTL INC COM 718172109 344219 2082 SH SOLE 2082 0 0 PROCTER & GAMBLE CO COM 742718109 277065 1918 SH SOLE 1918 0 0 PROSHARES TR BITCOIN ETF 74347G440 108462 11650 SH SOLE 11650 0 0 PROSHARES TR II SHT VIX ST TRM 74347W130 572500 12500 SH SOLE 12500 0 0 PUBLIC STORAGE OPER CO COM 74460D109 1441444 5321 SH SOLE 5321 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 915793 60850 SH SOLE 60850 0 0 ROBINHOOD MKTS INC COM CL A 770700102 2753913 39739 SH SOLE 39739 0 0 ROCKET LAB CORP COM 773121108 275183 4285 SH SOLE 4285 0 0 ROCKWELL AUTOMATION INC COM 773903109 1645824 4586 SH SOLE 4586 0 0 ROKU INC COM CL A 77543R102 203717 2153 SH SOLE 2153 0 0 SABINE RTY TR UNIT BEN INT 785688102 1644296 21825 SH SOLE 21825 0 0 SALESFORCE INC COM 79466L302 1020892 5469 SH SOLE 5469 0 0 SAP SE SPON ADR 803054204 486236 2840 SH SOLE 2840 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 536900 17500 SH SOLE 17500 0 0 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 252914 5123 SH SOLE 5123 0 0 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 3518525 76673 SH SOLE 76673 0 0 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 493519 3366 SH SOLE 3366 0 0 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 322064 1991 SH SOLE 1991 0 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 667582 6126 SH SOLE 6126 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 754743 5679 SH SOLE 5679 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 708008 46275 SH SOLE 46275 0 0 SERVICENOW INC COM 81762P102 1581319 15125 SH SOLE 15125 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 1342778 11320 SH SOLE 11320 0 0 SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 440851 14559 SH SOLE 14559 0 0 SOFI TECHNOLOGIES INC COM 83406F102 570171 35905 SH SOLE 35905 0 0 SOUTHERN CO COM 842587107 255778 2650 SH SOLE 2650 0 0 SOUTHERN COPPER CORP COM 84265V105 432215 2512 SH SOLE 2512 0 0 SPDR GOLD TR GOLD SHS 78463V107 6746947 15680 SH SOLE 15680 0 0 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 388349 838 SH SOLE 838 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 6553704 10077 SH SOLE 10077 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2662264 7878 SH SOLE 7878 0 0 TESLA INC COM 88160R101 1286999 3462 SH SOLE 3462 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 14429482 30406 SH SOLE 30406 0 0 TRAVELERS COMPANIES INC COM 89417E109 1381320 4736 SH SOLE 4736 0 0 TTM TECHNOLOGIES INC COM 87305R109 710192 7290 SH SOLE 7290 0 0 UBER TECHNOLOGIES INC COM 90353T100 5782093 80385 SH SOLE 80385 0 0 UNILEVER PLC SPON ADR NEW 904767803 463793 8141 SH SOLE 8141 0 0 UNION PAC CORP COM 907818108 1997345 8232 SH SOLE 8232 0 0 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 1131370 32860 SH SOLE 32860 0 0 UNITEDHEALTH GROUP INC COM 91324P102 860476 3180 SH SOLE 3180 0 0 VANECK ETF TRUST RARE EARTH AND S 92189H805 1206920 13715 SH SOLE 13715 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 253044 660 SH SOLE 660 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 394406 4079 SH SOLE 4079 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 518076 867 SH SOLE 867 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 360918 826 SH SOLE 826 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 697628 6360 SH SOLE 6360 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 850222 9070 SH SOLE 9070 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 907293 1300 SH SOLE 1300 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 475734 9477 SH SOLE 9477 0 0 WALMART INC COM 931142103 1698021 13663 SH SOLE 13663 0 0 WASTE MGMT INC DEL COM 94106L109 4551453 19807 SH SOLE 19807 0 0 ZSCALER INC COM 98980G102 4298065 30637 SH SOLE 30637 0 0