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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   6,581,639 126,594 SH   SOLE   0 0 126,594
AKAMAI TECHNOLOGIES INC COM 00971T101   961,442 11,405 SH   SOLE   0 0 11,405
ALAMO GROUP INC COM 011311107   1,162,253 8,208 SH   SOLE   0 0 8,208
ALAMOS GOLD INC NEW COM CL A 011532108   414,297 41,000 SH   SOLE   0 0 41,000
ALPHABET INC CAP STK CL C 02079K107   5,816,112 65,548 SH   SOLE   0 0 65,548
ALPHABET INC CAP STK CL A 02079K305   3,591,616 40,707 SH   SOLE   0 0 40,707
ALPS ETF TR ALERIAN MLP 00162Q452   289,332 7,600 SH   SOLE   0 0 7,600
AMAZON COM INC COM 023135106   8,411,059 100,132 SH   SOLE   0 0 100,132
APPLE INC COM 037833100   12,579,686 96,819 SH   SOLE   0 0 96,819
BERKSHIRE HATHAWAY INC DEL CL A 084670108   468,711 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,203,166 3,895 SH   SOLE   0 0 3,895
BLACKSTONE INC COM 09260D107   3,441,134 46,383 SH   SOLE   0 0 46,383
BOEING CO COM 097023105   278,102 1,460 SH   SOLE   0 0 1,460
BRISTOL-MYERS SQUIBB CO COM 110122108   1,024,964 14,246 SH   SOLE   0 0 14,246
CAMECO CORP COM 13321L108   955,541 42,150 SH   SOLE   0 0 42,150
CATERPILLAR INC COM 149123101   598,900 2,500 SH   SOLE   0 0 2,500
CHART INDS INC COM 16115Q308   203,381 1,765 SH   SOLE   0 0 1,765
CHENIERE ENERGY INC COM NEW 16411R208   239,936 1,600 SH   SOLE   0 0 1,600
COHEN & STEERS INFRASTRUCTUR COM 19248A109   271,087 11,300 SH   SOLE   0 0 11,300
COSTCO WHSL CORP NEW COM 22160K105   5,840,729 12,795 SH   SOLE   0 0 12,795
DEERE & CO COM 244199105   900,396 2,100 SH   SOLE   0 0 2,100
DEVON ENERGY CORP NEW COM 25179M103   3,570,963 58,055 SH   SOLE   0 0 58,055
DISNEY WALT CO COM 254687106   277,848 3,198 SH   SOLE   0 0 3,198
DOUBLELINE OPPORTUNISTIC CR COM 258623107   266,136 17,922 SH   SOLE   0 0 17,922
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   835,648 70,400 SH   SOLE   0 0 70,400
EXXON MOBIL CORP COM 30231G102   7,508,380 68,072 SH   SOLE   0 0 68,072
FIRST MAJESTIC SILVER CORP COM 32076V103   275,220 33,000 SH   SOLE   0 0 33,000
FRANCO NEV CORP COM 351858105   1,723,192 12,626 SH   SOLE   0 0 12,626
FREEPORT-MCMORAN INC CL B 35671D857   429,449 11,301 SH   SOLE   0 0 11,301
FUELCELL ENERGY INC COM 35952H601   56,017 20,150 SH   SOLE   0 0 20,150
GOLDMAN SACHS GROUP INC COM 38141G104   200,877 585 SH   SOLE   0 0 585
HALLIBURTON CO COM 406216101   2,824,429 71,777 SH   SOLE   0 0 71,777
HESS CORP COM 42809H107   4,173,054 29,425 SH   SOLE   0 0 29,425
HESS MIDSTREAM LP CL A SHS 428103105   6,174,055 206,352 SH   SOLE   0 0 206,352
HOME DEPOT INC COM 437076102   1,168,682 3,700 SH   SOLE   0 0 3,700
IMMUNOGEN INC COM 45253H101   1,381,990 278,627 SH   SOLE   0 0 278,627
INMODE LTD SHS M5425M103   1,942,973 54,425 SH   SOLE   0 0 54,425
INVESCO CALIF VALUE MUN INCO COM 46132H106   161,160 17,000 SH   SOLE   0 0 17,000
INVESCO MUN OPPORTUNITY TR COM 46132C107   129,494 13,067 SH   SOLE   0 0 13,067
INVESCO PA VALUE MUN INC TR COM 46132K109   107,800 11,000 SH   SOLE   0 0 11,000
INVESCO TR INVT GRADE MUNS COM 46131M106   123,979 12,336 SH   SOLE   0 0 12,336
ISHARES SILVER TR ISHARES 46428Q109   400,764 18,200 SH   SOLE   0 0 18,200
LADDER CAP CORP CL A 505743104   110,440 11,000 SH   SOLE   0 0 11,000
LAS VEGAS SANDS CORP COM 517834107   558,834 11,625 SH   SOLE   0 0 11,625
LILLY ELI & CO COM 532457108   234,138 640 SH   SOLE   0 0 640
MCDONALDS CORP COM 580135101   2,048,111 7,772 SH   SOLE   0 0 7,772
MERCK & CO INC COM 58933Y105   1,991,774 17,952 SH   SOLE   0 0 17,952
META PLATFORMS INC CL A 30303M102   240,680 2,000 SH   SOLE   0 0 2,000
MICROSOFT CORP COM 594918104   4,948,283 20,633 SH   SOLE   0 0 20,633
MP MATERIALS CORP COM CL A 553368101   273,150 11,250 SH   SOLE   0 0 11,250
MPLX LP COM UNIT REP LTD 55336V100   5,599,078 170,496 SH   SOLE   0 0 170,496
NETFLIX INC COM 64110L106   3,032,841 10,285 SH   SOLE   0 0 10,285
NEWMONT CORP COM 651639106   1,823,100 38,625 SH   SOLE   0 0 38,625
NUSTAR ENERGY LP UNIT COM 67058H102   6,170,601 385,663 SH   SOLE   0 0 385,663
NUVEEN AMT FREE MUN CR INC F COM 67071L106   240,190 19,785 SH   SOLE   0 0 19,785
NUVEEN AMT FREE QLTY MUN INC COM 670657105   116,918 10,283 SH   SOLE   0 0 10,283
NUVEEN INTER DURATION MUN TE COM 670671106   2,358,386 179,755 SH   SOLE   0 0 179,755
NUVEEN MUN HIGH INCOME OPPOR COM 670682103   153,424 14,838 SH   SOLE   0 0 14,838
NUVEEN QUALITY MUNCP INCOME COM 67066V101   234,714 19,891 SH   SOLE   0 0 19,891
NVIDIA CORPORATION COM 67066G104   441,714 3,023 SH   SOLE   0 0 3,023
PAYPAL HLDGS INC COM 70450Y103   220,782 3,100 SH   SOLE   0 0 3,100
PEPSICO INC COM 713448108   451,650 2,500 SH   SOLE   0 0 2,500
PIMCO MUN INCOME FD II COM 72200W106   103,056 11,400 SH   SOLE   0 0 11,400
PIMCO MUN INCOME FD III COM 72201A103   148,070 17,000 SH   SOLE   0 0 17,000
SCHLUMBERGER LTD COM STK 806857108   3,492,275 65,325 SH   SOLE   0 0 65,325
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   853,050 12,100 SH   SOLE   0 0 12,100
SHOPIFY INC CL A 82509L107   273,515 7,880 SH   SOLE   0 0 7,880
SILVERCREST METALS INC COM 828363101   71,744 12,000 SH   SOLE   0 0 12,000
SOUTHWEST AIRLS CO COM 844741108   2,757,237 81,890 SH   SOLE   0 0 81,890
SPDR GOLD TR GOLD SHS 78463V107   969,323 5,714 SH   SOLE   0 0 5,714
STARBUCKS CORP COM 855244109   4,387,361 44,227 SH   SOLE   0 0 44,227
STEEL DYNAMICS INC COM 858119100   285,773 2,925 SH   SOLE   0 0 2,925
SUNPOWER CORP COM 867652406   365,108 20,250 SH   SOLE   0 0 20,250
TEMPLETON EMERGING MKTS INCO COM 880192109   98,820 18,000 SH   SOLE   0 0 18,000
TESLA INC COM 88160R101   712,104 5,781 SH   SOLE   0 0 5,781
TRANE TECHNOLOGIES PLC SHS G8994E103   253,144 1,506 SH   SOLE   0 0 1,506
UBER TECHNOLOGIES INC COM 90353T100   424,120 17,150 SH   SOLE   0 0 17,150
UNITED PARCEL SERVICE INC CL B 911312106   278,301 1,601 SH   SOLE   0 0 1,601
UPSTART HLDGS INC COM 91680M107   132,200 10,000 SH   SOLE   0 0 10,000
URANIUM ENERGY CORP COM 916896103   85,360 22,000 SH   SOLE   0 0 22,000
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   2,884,121 80,901 SH   SOLE   0 0 80,901
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,452,501 155,356 SH   SOLE   0 0 155,356
VERIZON COMMUNICATIONS INC COM 92343V104   224,895 5,708 SH   SOLE   0 0 5,708
VISA INC COM CL A 92826C839   311,640 1,500 SH   SOLE   0 0 1,500
WASTE MGMT INC DEL COM 94106L109   611,832 3,900 SH   SOLE   0 0 3,900
WP CAREY INC COM 92936U109   468,900 6,000 SH   SOLE   0 0 6,000