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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 5,963,421 27,419 SH SOLE 0 0 27,419
ADVANCED MICRO DEVICES INC COM 007903107 826,129 4,061 SH SOLE 0 0 4,061
ALPHABET INC CAP STK CL A 02079K305 17,786,312 61,853 SH SOLE 0 0 61,853
ALTRIA GROUP INC COM 02209S103 599,238 9,081 SH SOLE 0 0 9,081
AMAZON COM INC COM 023135106 18,110,326 86,956 SH SOLE 0 0 86,956
AMEREN CORP COM 023608102 1,641,373 14,932 SH SOLE 0 0 14,932
APPLE INC COM 037833100 15,529,456 61,190 SH SOLE 0 0 61,190
ARCHER DANIELS MIDLAND CO COM 039483102 317,120 4,363 SH SOLE 0 0 4,363
ARM HOLDINGS PLC SPONSORED ADS 042068205 17,393,569 114,976 SH SOLE 0 0 114,976
ASML HLDG NV N Y REGISTRY SHS N07059210 264,166 200 SH SOLE 0 0 200
AST SPACEMOBILE INC COM CL A 00217D100 9,886,142 119,297 SH SOLE 0 0 119,297
ASTERA LABS INC COM 04626A103 3,706,343 33,817 SH SOLE 0 0 33,817
AT&T INC COM 00206R102 204,636 7,059 SH SOLE 0 0 7,059
BAKER HUGHES COMPANY CL A 05722G100 5,863,688 96,047 SH SOLE 0 0 96,047
BAYTEX ENERGY CORP COM 07317Q105 447,000 100,000 SH SOLE 0 0 100,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 663,692 1,385 SH SOLE 0 0 1,385
BROADCOM INC COM 11135F101 7,477,989 24,161 SH SOLE 0 0 24,161
CATERPILLAR INC COM 149123101 5,978,050 8,438 SH SOLE 0 0 8,438
CHENIERE ENERGY INC COM NEW 16411R208 6,568,561 23,148 SH SOLE 0 0 23,148
CHEVRON CORPORATION COM 166764100 9,663,891 46,708 SH SOLE 0 0 46,708
CIENA CORP COM NEW 171779309 582,345 1,500 SH SOLE 0 0 1,500
CIRCLE INTERNET GROUP INC COM CL A 172573107 712,140 7,464 SH SOLE 0 0 7,464
CISCO SYS INC COM 17275R102 1,836,842 23,674 SH SOLE 0 0 23,674
CLEANSPARK INC COM NEW 18452B209 454,443 53,401 SH SOLE 0 0 53,401
COINBASE GLOBAL INC COM CL A 19260Q107 2,440,524 13,977 SH SOLE 0 0 13,977
COMFORT SYS USA INC COM 199908104 551,596 400 SH SOLE 0 0 400
CONSTELLATION ENERGY CORP COM 21037T109 12,338,341 44,184 SH SOLE 0 0 44,184
COSTCO WHOLESALE CORPORATION COM 22160K105 13,688,420 13,737 SH SOLE 0 0 13,737
CUMMINS INC COM 231021106 1,680,968 3,124 SH SOLE 0 0 3,124
DATAVAULT AI INC COM SHS 86633R609 49,773 80,500 SH SOLE 0 0 80,500
DEERE & CO COM 244199105 461,293 819 SH SOLE 0 0 819
DEFI TECHNOLOGIES INC COM 244916102 17,985 32,552 SH SOLE 0 0 32,552
DOMINOS PIZZA INC COM 25754A201 798,844 2,226 SH SOLE 0 0 2,226
DUKE ENERGY CORP NEW COM NEW 26441C204 16,207,874 123,781 SH SOLE 0 0 123,781
ELI LILLY & CO COM 532457108 11,512,347 12,517 SH SOLE 0 0 12,517
EXXON MOBIL CORP COM 30231G102 600,766 3,541 SH SOLE 0 0 3,541
FIDELITY ETHEREUM FD SHS 31613E103 10,603,762 507,843 SH SOLE 0 0 507,843
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 33,277,956 563,747 SH SOLE 0 0 563,747
FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1,013,883 53,362 SH SOLE 0 0 53,362
FORTINET INC COM 34959E109 3,073,898 37,615 SH SOLE 0 0 37,615
GE VERNOVA INC COM 36828A101 1,936,092 2,218 SH SOLE 0 0 2,218
GENERAL DYNAMICS CORP COM 369550108 741,834 2,161 SH SOLE 0 0 2,161
GENMAB A/S SPONSORED ADS 372303206 369,600 12,000 SH SOLE 0 0 12,000
GLOBAL X FDS GLOBAL X SILVER 37954Y848 227,992 2,531 SH SOLE 0 0 2,531
HUNTINGTON INGALLS INDS INC COM 446413106 6,185,548 16,282 SH SOLE 0 0 16,282
IES HOLDINGS INC COM 44951W106 21,196,244 44,486 SH SOLE 0 0 44,486
INTERNATIONAL BUSINESS MACHS COM 459200101 15,257,332 62,945 SH SOLE 0 0 62,945
INTUITIVE SURGICAL INC COM NEW 46120E602 6,321,556 13,713 SH SOLE 0 0 13,713
INVESCO QQQ TR UNIT SER 1 46090E103 7,975,314 13,818 SH SOLE 0 0 13,818
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 764,558 19,900 SH Call SOLE 0 0 19,900
ISHARES INC MSCI STH KOR ETF 464286772 9,803,282 79,695 SH SOLE 0 0 79,695
ISHARES SILVER TR ISHARES 46428Q109 330,820 4,855 SH SOLE 0 0 4,855
ISHARES TR CORE S&P500 ETF 464287200 2,470,969 3,783 SH SOLE 0 0 3,783
ISHARES TR 7-10 YR TRSY BD 464287440 24,742,329 259,245 SH SOLE 0 0 259,245
ISHARES TR RUS MD CP GR ETF 464287481 317,209 2,476 SH SOLE 0 0 2,476
ISHARES TR U.S. TECH ETF 464287721 666,044 3,671 SH SOLE 0 0 3,671
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 615,200 8,725 SH SOLE 0 0 8,725
LAM RESEARCH CORP COM NEW 512807306 491,418 2,300 SH SOLE 0 0 2,300
LEMONADE INC COM 52567D107 1,452,170 23,168 SH SOLE 0 0 23,168
LOWES COS INC COM 548661107 606,887 2,569 SH SOLE 0 0 2,569
MAIN STR CAP CORP COM 56035L104 321,133 6,064 SH SOLE 0 0 6,064
MARA HOLDINGS INC COM 565788106 375,727 46,045 SH SOLE 0 0 46,045
MARATHON PETE CORP COM 56585A102 11,723,441 48,011 SH SOLE 0 0 48,011
MARVELL TECHNOLOGY INC COM 573874104 3,373,669 34,060 SH SOLE 0 0 34,060
META PLATFORMS INC CL A 30303M102 8,707,857 15,220 SH SOLE 0 0 15,220
MICRON TECHNOLOGY INC COM 595112103 4,392,596 13,002 SH SOLE 0 0 13,002
MICROSOFT CORP COM 594918104 959,953 2,593 SH SOLE 0 0 2,593
MUELLER INDS INC COM 624756102 9,650,643 87,100 SH SOLE 0 0 87,100
NETFLIX INC. COM 64110L106 391,811 4,075 SH SOLE 0 0 4,075
NEWMONT CORP COM 651639106 934,539 8,633 SH SOLE 0 0 8,633
NRG ENERGY INC COM NEW 629377508 3,897,023 26,666 SH SOLE 0 0 26,666
NUCOR CORP COM 670346105 14,320,496 84,687 SH SOLE 0 0 84,687
NVIDIA CORPORATION COM 67066G104 20,234,813 116,025 SH SOLE 0 0 116,025
ONDAS INC COM NEW 68236H204 21,253 32,351 SH SOLE 0 0 32,351
OPENDOOR TECHNOLOGIES INC COM 683712103 77,955 16,657 SH SOLE 0 0 16,657
PALANTIR TECHNOLOGIES INC CL A 69608A108 35,206,085 240,676 SH SOLE 0 0 240,676
PALO ALTO NETWORKS INC COM 697435105 1,218,094 7,045 SH SOLE 0 0 7,045
PROSHARES TR BITCOIN ETF 74347G440 151,845 16,310 SH SOLE 0 0 16,310
PROSHARES TR S&P 500 DV ARIST 74348A467 336,370 3,173 SH SOLE 0 0 3,173
QUALCOMM INC COM 747525103 1,485,098 11,532 SH SOLE 0 0 11,532
RED CAT HLDGS INC COM 75644T100 239,848 18,323 SH SOLE 0 0 18,323
ROCKET LAB CORP COM 773121108 13,775,704 214,508 SH SOLE 0 0 214,508
SANMINA CORP COM 801056102 13,494,617 104,093 SH SOLE 0 0 104,093
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 28,481,831 1,173,541 SH SOLE 0 0 1,173,541
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 10,388,300 26,517 SH SOLE 0 0 26,517
SNAP ON INC COM 833034101 5,478,026 15,082 SH SOLE 0 0 15,082
SOUTHERN CO COM 842587107 615,489 6,377 SH SOLE 0 0 6,377
SOUTHERN COPPER CORP COM 84265V105 2,178,256 12,660 SH SOLE 0 0 12,660
SOUTHWEST AIRLS CO COM 844741108 285,682 7,604 SH SOLE 0 0 7,604
SPDR GOLD TR GOLD SHS 78463V107 390,273 907 SH SOLE 0 0 907
SPDR SERIES TRUST STATE STREET SPD 78464A870 18,074,285 141,504 SH SOLE 0 0 141,504
STRATEGY INC CL A NEW 594972408 3,922,214 31,428 SH SOLE 0 0 31,428
STREAMEX CORP COM 09073N300 279,938 247,733 SH SOLE 0 0 247,733
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,412,766 4,180 SH SOLE 0 0 4,180
TESLA INC COM 88160R101 23,713,561 63,789 SH SOLE 0 0 63,789
TJX COS INC NEW COM 872540109 8,863,985 55,504 SH SOLE 0 0 55,504
TRAVELERS COMPANIES INC COM 89417E109 600,277 2,058 SH SOLE 0 0 2,058
TRUIST FINL CORP COM 89832Q109 6,124,754 133,234 SH SOLE 0 0 133,234
UNUSUAL MACHS INC COM SHS 91532F102 284,865 22,973 SH SOLE 0 0 22,973
VALERO ENERGY CORP COM 91913Y100 21,059,672 85,234 SH SOLE 0 0 85,234
VANECK ETF TRUST GOLD MINERS ETF 92189F106 270,997 2,953 SH SOLE 0 0 2,953
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 203,202 530 SH SOLE 0 0 530
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 10,350,263 220,453 SH SOLE 0 0 220,453
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 374,043 3,410 SH SOLE 0 0 3,410
VERTIV HOLDINGS CO COM CL A 92537N108 501,160 2,000 SH SOLE 0 0 2,000
VISA INC COM CL A 92826C839 1,640,978 5,429 SH SOLE 0 0 5,429
WALMART INC COM 931142103 10,858,470 87,371 SH SOLE 0 0 87,371
WASTE MGMT INC DEL COM 94106L109 1,585,522 6,900 SH SOLE 0 0 6,900
WEATHERFORD INTL PLC ORD SHS G48833118 283,740 3,000 SH SOLE 0 0 3,000
WEC ENERGY GROUP INC COM 92939U106 4,811,559 41,561 SH SOLE 0 0 41,561
WILLIAMS SONOMA INC COM 969904101 8,756,398 48,025 SH SOLE 0 0 48,025