 APPLE INCAAPL |
| 8.11% | 8.21% | $9.3M | 32,111 | $8.1M | 32,111 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 6.96% | 7.98% | $8.0M | 21,393 | $7.9M | 21,393 | 00.00% | Unchanged |
 BERKLEY W R CORPWRB |
| 6.54% | 7.1% | $7.5M | 106,321 | $7.0M | 106,321 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 6.29% | 1.44% | $7.2M | 12,397 | $1.4M | 12,000 | +397+3.31% | Add |
 AMERICAN EXPRESS COAXP |
| 5.09% | 5.25% | $5.8M | 17,231 | $5.2M | 17,231 | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| 4.7% | 3.17% | $5.4M | 8,214 | $3.1M | 8,214 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 4.5% | — | $5.2M | 5,283 | $0 | 0 | +5,283 | New Buy |
 ALPHABET INCGOOGL |
| 4.21% | 3.91% | $4.8M | 13,506 | $3.9M | 13,506 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 3.39% | 3.41% | $3.9M | 24,537 | $3.4M | 26,502 | -1,965-7.41% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.29% | 3.69% | $3.8M | 7,335 | $3.7M | 7,335 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 3.27% | 3.62% | $3.7M | 5 | $3.6M | 5 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 3.2% | 4.32% | $3.7M | 9,963 | $4.3M | 9,963 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.14% | 3.17% | $3.6M | 15,093 | $3.1M | 15,093 | 00.00% | Unchanged |
| IINVESCO BUYBACK ACHIEVERS ETFPKW |
| 3.09% | 3.31% | $3.5M | 25,000 | $3.3M | 25,000 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.05% | 3.38% | $3.5M | 6,992 | $3.4M | 6,992 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 3.04% | — | $3.5M | 5,453 | $0 | 0 | +5,453 | New Buy |
 CISCO SYS INCCSCO |
| 2.56% | 1.95% | $2.9M | 25,000 | $1.9M | 25,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.29% | 2.6% | $2.6M | 5,241 | $2.6M | 5,241 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.12% | 2.13% | $2.4M | 12,118 | $2.1M | 12,118 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSBSV |
| 2.07% | 2.4% | $2.4M | 30,000 | $2.4M | 30,000 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.91% | — | $2.2M | 5,200 | $0 | 0 | +5,200 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 1.8% | 1.81% | $2.1M | 3,000 | $1.8M | 3,000 | 00.00% | Unchanged |
| SSPROTT ASSET MANAGEMENT LPCEF |
| 1.76% | 2.4% | $2.0M | 50,000 | $2.4M | 50,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.72% | 2.01% | $2.0M | 3,491 | $2.0M | 3,491 | 00.00% | Unchanged |
| IISHARES 7-10YRIEF |
| 1.65% | 1.93% | $1.9M | 20,034 | $1.9M | 20,034 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 1.38% | 1.42% | $1.6M | 5,800 | $1.4M | 5,800 | 00.00% | Unchanged |
| IISHARES SILVER TRSLV |
| 1.35% | 1.99% | $1.6M | 29,018 | $2.0M | 29,018 | 00.00% | Unchanged |
 VISA INCV |
| 1.29% | 1.31% | $1.5M | 4,300 | $1.3M | 4,300 | 00.00% | Unchanged |
| IISHARES U.S. MEDICAL DEVICES ETFIHI |
| 0.99% | 1.24% | $1.1M | 23,063 | $1.2M | 23,063 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.94% | 0.94% | $1.1M | 2,900 | $930,349 | 2,900 | 00.00% | Unchanged |
| AABRDN PALLADIUM ETF TRUST PHYSICAL PALLADMPALL |
| 0.82% | 1.15% | $934,094 | 42,305 | $1.1M | 8,461 | +33,844+400.00% | Add |
| IISHARES TRTLT |
| 0.78% | 0.91% | $897,645 | 10,387 | $900,449 | 10,387 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.72% | 0.72% | $830,412 | 3,300 | $717,717 | 3,300 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.55% | 0.62% | $634,925 | 2,500 | $611,100 | 2,500 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST |
| 0.55% | — | $632,510 | 19,000 | $0 | 0 | +19,000 | New Buy |
| IISHARES TRUSMV |
| 0.3% | 0.34% | $347,738 | 3,605 | $334,328 | 3,605 | 00.00% | Unchanged |
| AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT |
| 0.29% | 1.21% | $337,850 | 67,570 | $1.2M | 6,757 | +60,813+900.00% | Add |
 NUVEEN AMT FREE QLTY MUN INCNEA |
| 0.16% | 0.17% | $181,090 | 15,425 | $173,223 | 15,425 | 00.00% | Unchanged |
 WESTERN ASSET EMERGING MKTS DE COMEMD |
| 0.11% | 0.12% | $128,880 | 12,000 | $117,840 | 12,000 | 00.00% | Unchanged |
