| Micron Technology Inc COM(MU) | Stock | 595112103 | $32.3M | 27,995 | 5.9% |
| Alerian MLP ETF(AMLP) | ETF | 00162Q452 | $26.1M | 503,526 | 4.8% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $26.1M | 73,774 | 4.8% |
| State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL) | ETF | 78468R663 | $26.0M | 283,610 | 4.8% |
| Cheniere Energy Inc COM New(LNG) | Stock | 16411R208 | $25.6M | 107,188 | 4.7% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $25.5M | 127,674 | 4.7% |
| Williams COS Inc COM(WMB) | Stock | 969457100 | $19.8M | 266,950 | 3.6% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $19.0M | 15,864 | 3.5% |
| Landstar SYS Inc COM(LSTR) | Stock | 515098101 | $17.7M | 85,567 | 3.2% |
| Entergy Corp New COM(ETR) | Stock | 29364G103 | $16.9M | 146,976 | 3.1% |
| State Street Spdr S&P Biotech ETF(XBI) | ETF | 78464A870 | $15.0M | 95,070 | 2.8% |
| Global X Copper Miners ETF(COPX) | ETF | 37954Y830 | $14.9M | 194,128 | 2.7% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $14.6M | 39,722 | 2.7% |
| Cameco Corp COM(CCJ) | Stock | 13321L108 | $14.5M | 142,602 | 2.7% |
| Vaneck Gold Miners ETF(GDX) | ETF | 92189F106 | $12.3M | 162,943 | 2.3% |
| Agnc Invt Corp COM(AGNC) | REIT | 00123Q104 | $11.8M | 1,086,876 | 2.2% |
| Qualcomm Inc COM(QCOM) | Stock | 747525103 | $11.2M | 60,707 | 2.1% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $10.5M | 28,144 | 1.9% |
| Entegris Inc COM(ENTG) | Stock | 29362U104 | $10.0M | 55,850 | 1.8% |
| Ishares Msci South Korea ETF(EWY) | ETF | 464286772 | $8.9M | 43,975 | 1.6% |
| Iren Limited Ordinary Shares(IREN) | Stock | Q4982L109 | $8.2M | 179,936 | 1.5% |
| Nvent Elec PLC SHS(NVT) | Stock | G6700G107 | $7.6M | 44,938 | 1.4% |
| Johnson Ctls Intl PLC SHS(JCI) | Stock | G51502105 | $7.1M | 48,526 | 1.3% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $6.9M | 23,948 | 1.3% |
| Caci Intl Inc CL A(CACI) | Stock | 127190304 | $6.7M | 14,505 | 1.2% |
| Cadence Design System Inc COM(CDNS) | Stock | 127387108 | $6.5M | 17,251 | 1.2% |
| Ishares Silver Trust(SLV) | ETF | 46428Q109 | $6.0M | 112,391 | 1.1% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $5.9M | 24,617 | 1.1% |
| Aptiv PLC COM SHS(APTV) | Stock | G3265R107 | $5.7M | 92,346 | 1.0% |
| Diamondback Energy Inc COM(FANG) | Stock | 25278X109 | $5.6M | 31,851 | 1.0% |
| Ishares 1-3 Year Treasury Bond ETF(SHY) | ETF | 464287457 | $5.6M | 67,732 | 1.0% |
| Chevron Corporation COM(CVX) | Stock | 166764100 | $5.5M | 32,928 | 1.0% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $5.4M | 12,817 | 1.0% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $4.9M | 15,042 | 0.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $3.8M | 7,572 | 0.7% |
| Global X Uranium ETF(URA) | ETF | 37954Y871 | $3.6M | 83,522 | 0.7% |
| Goldman Sachs Group Inc COM(GS) | Stock | 38141G104 | $3.6M | 3,609 | 0.7% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $3.6M | 31,650 | 0.7% |
| Global X Silver Miners ETF(SIL) | ETF | 37954Y848 | $3.2M | 41,765 | 0.6% |
| Invesco QQQ Trust Series I(QQQ) | ETF | 46090E103 | $3.2M | 4,292 | 0.6% |
| Circle Internet Group Inc COM CL A(CRCL) | Stock | 172573107 | $3.0M | 47,687 | 0.5% |
| Costco Wholesale Corporation COM(COST) | Stock | 22160K105 | $2.7M | 2,893 | 0.5% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $2.7M | 7,427 | 0.5% |
| First Trust Nasdaq-100 Technology Sector Index Fund(QTEC) | ETF | 337345102 | $2.6M | 7,621 | 0.5% |
| Medtronic PLC SHS(MDT) | Stock | G5960L103 | $2.5M | 32,316 | 0.5% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $2.5M | 7,237 | 0.5% |
| Global X Robotics & Artificial Intelligence ETF(BOTZ) | ETF | 37954Y715 | $2.4M | 63,928 | 0.4% |
| Kratos Defense & SEC Solutions COM New(KTOS) | Stock | 50077B207 | $2.4M | 47,737 | 0.4% |
| Palantir Technologies Inc CL A(PLTR) | Stock | 69608A108 | $2.2M | 18,808 | 0.4% |
| General Dynamics Corp COM(GD) | Stock | 369550108 | $1.8M | 5,212 | 0.3% |