ALPHABET INC CAP STK CL A 02079K305 14408268 41874 SH SOLE 0 0 41874 ALPHABET INC CAP STK CL C 02079K107 648001 1901 SH SOLE 0 0 1901 AMAZON COM INC COM 023135106 11193635 44927 SH SOLE 0 0 44927 APPLE INC COM 037833100 301231 904 SH SOLE 0 0 904 ASML HLDG NV N Y REGISTRY SHS N07059210 7296809 4027 SH SOLE 0 0 4027 BLOOM ENERGY CORP COM CL A 093712107 234048 845 SH SOLE 0 0 845 BROADCOM INC COM 11135F101 17116995 48739 SH SOLE 0 0 48739 BROADCOM INC COM 11135F101 2107140 6000 SH Put SOLE 0 0 0 CALAMOS ETF TR AUTOC INCOM ETF 12811T571 1370475 51482 SH SOLE 0 0 51482 CATERPILLAR INC COM 149123101 13745507 16953 SH SOLE 0 0 16953 COSTCO WHOLESALE CORPORATION COM 22160K105 7354574 8078 SH SOLE 0 0 8078 CROWDSTRIKE HLDGS INC CL A 22788C105 2229195 8420 SH SOLE 0 0 8420 ELI LILLY & CO COM 532457108 15092362 13043 SH SOLE 0 0 13043 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 17325375 876346 SH SOLE 0 0 876346 FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 786061 7625 SH SOLE 0 0 7625 GE VERNOVA INC COM 36828A101 6046237 6361 SH SOLE 0 0 6361 GOLDMAN SACHS GROUP INC COM 38141G104 10751592 11941 SH SOLE 0 0 11941 GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 2190100 59272 SH SOLE 0 0 59272 HUMANA INC COM 444859102 665560 1744 SH SOLE 0 0 1744 INTEL CORP COM 458140100 13086555 108846 SH SOLE 0 0 108846 INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615 787734 7924 SH SOLE 0 0 7924 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 625906 3008 SH SOLE 0 0 3008 ISHARES GOLD TR ISHARES NEW 464285204 866598 11096 SH SOLE 0 0 11096 ISHARES TR U.S. PHARMA ETF 464288836 3666807 36478 SH SOLE 0 0 36478 JOHNSON & JOHNSON COM 478160104 13505759 51015 SH SOLE 0 0 51015 JPMORGAN CHASE & CO COM 46625H100 7357655 22239 SH SOLE 0 0 22239 LOCKHEED MARTIN CORP COM 539830109 8254943 16210 SH SOLE 0 0 16210 MARRIOTT INTL INC NEW CL A 571903202 9910033 27863 SH SOLE 0 0 27863 MARVELL TECHNOLOGY INC COM 573874104 211393 800 SH SOLE 0 0 800 MICRON TECHNOLOGY INC COM 595112103 24853291 23334 SH SOLE 0 0 23334 NVIDIA CORPORATION COM 67066G104 28761292 125936 SH SOLE 0 0 125936 NVIDIA CORPORATION COM 67066G104 5663824 24800 SH Put SOLE 0 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 22617151 120915 SH SOLE 0 0 120915 PALANTIR TECHNOLOGIES INC CL A 69608A108 5106465 27300 SH Put SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 8501031 44550 SH SOLE 0 0 44550 ROUNDHILL ETF TRUST MEMORY ETF 77926X320 737297 12215 SH SOLE 0 0 12215 SANDISK CORP COM 80004C200 6331460 3639 SH SOLE 0 0 3639 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1387761 9199 SH SOLE 0 0 9199 SPDR GOLD TR GOLD SHS 78463V107 12892577 33853 SH SOLE 0 0 33853 SPDR SERIES TRUST ST STR P500ETF 78464A854 1017102 11331 SH SOLE 0 0 11331 SPDR SERIES TRUST ST STR SP AERO 78464A631 2645959 11441 SH SOLE 0 0 11441 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 17540 23 SH SOLE 0 0 23 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8312667 10900 SH Call SOLE 0 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 479192 1050 SH SOLE 0 0 1050 TESLA INC COM 88160R101 2103668 5929 SH SOLE 0 0 5929 VANECK ETF TRUST OIL REFINERS ETF 92189F585 7306269 115350 SH SOLE 0 0 115350 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 239068 3407 SH SOLE 0 0 3407 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 735320 1964 SH SOLE 0 0 1964 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1185811 1691 SH SOLE 0 0 1691 VERTIV HOLDINGS CO COM CL A 92537N108 7746988 32103 SH SOLE 0 0 32103