Fund HoldingsSilverleafe Capital Partners, LLC

Total Portfolio Value
$290.99M
Total Bought
$26.45M
Total Sold
$59.60M
Net Transaction
-$33.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES 20 YEAR TREASURY BOND ETF046,747+46,74704,2551.46%+4,255
INVESCO CURRENCYSHARES JAPANESE YEN TRUST(FXY)068,335+68,33504,2031.44%+4,203
WESTROCK COFFEE CO COM4,729,8324,726,102-3,73030,36634,12211.73%+3,757
GOLDMAN SACHS GROUP INC COM(GS)06,743+6,74303,6841.27%+3,684
BERKSHIRE HATHAWAY INC DEL CL A2828019,06622,3567.68%+3,291
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
NASDQ ARTFCIAL
070,368+70,36802,8620.98%+2,862
ISHARES RUSSELL 1000 ETF1,8219,436+7,6155872,8950.99%+2,308
DEFIANCE QUANTUM ETF
DEFIA QUANT ETF
025,796+25,79601,9230.66%+1,923
AUTOZONE INC COM(AZO)2,6422,622-208,4609,9963.44%+1,536
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
71,24780,397+9,1505,3936,3392.18%+947
ISHARES GOLD TRUST(IAU)188,431167,748-20,6839,3299,8903.40%+561
META PLATFORMS INC CL A(META)0930+93005360.18%+536
ISHARES CORE U.S. AGGREGATE BOND ETF154,330156,393+2,06314,95515,4705.32%+516
ARCUTIS BIOTHERAPEUTICS INC COM(ARQT)026,208+26,20804100.14%+410
2X BITCOIN STRATEGY ETF
2X BITCOIN ETF
010,000+10,00003550.12%+355
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
79,48077,286-2,19410,93411,2853.88%+350
TESLA INC COM(TSLA)7462,449+1,7033016350.22%+333
PROSHARES ULTRAPRO S&P500
ULTRPRO S&P500
03,159+3,15902330.08%+233
QUANTUM COMPUTING INC COM(QUBT)028,300+28,30002260.08%+226
VANGUARD DIVIDEND APPRECIATION ETF01,126+1,12602180.08%+218
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
56,47659,113+2,6372,7292,9441.01%+215
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
105,903106,899+9966,1426,3502.18%+207
ISHARES SILVER TRUST(SLV)06,623+6,62302050.07%+205
KOHLS CORP COM(KSS)10,00040,000+30,0001403270.11%+187
CHEVRON CORP NEW COM(CVX)5,8185,901+838439870.34%+145
PROSHARES ULTRA ETHER ETF028,306+28,30601440.05%+144
ISHARES 7-10 YEAR TREASURY BOND ETF026,498+26,49802,5270.87%+2,527
ISHARES 3-7 YEAR TREASURY BOND ETF15,83016,546+7161,8291,9550.67%+126
3M CO COM(MMM)7,0007,00009041,0280.35%+124
CORTEVA INC COM(CTVA)19,69219,69201,1221,2390.43%+118
BERKSHIRE HATHAWAY INC DEL CL B NEW1,2081,20805486430.22%+96
BRISTOL-MYERS SQUIBB CO COM(BMY)20,31820,31801,1491,2390.43%+90
ABBVIE INC COM(ABBV)2,0922,148+563724500.15%+78
MCDONALDS CORP COM(MCD)2,3502,35006817340.25%+53
PALANTIR TECHNOLOGIES INC CL A(PLTR)38,19834,789-3,4092,8892,9361.01%+47
CMS ENERGY CORP COM(CMS)5,0005,00003333760.13%+42
VANGUARD MID-CAP ETF15,88616,364+4784,1964,2321.45%+36
SCHLUMBERGER LTD COM STK(SLB)10,00010,00003834180.14%+35
ISHARES 10-20 YEAR TREASURY BOND ETF09,131+9,13109470.33%+947
VANGUARD TOTAL BOND MARKET ETF16,36416,346-181,1771,2010.41%+24
CLOVER HEALTH INVESTMENTS CORP COM CL A(CLOV)45,00045,00001421620.06%+20
MARATHON PETE CORP COM(MPC)2,0002,00002792910.10%+12
SERVICE CORP INTL COM(SCI)3,7503,75002993010.10%+1
CEMEX SAB DE CV SPON ADR NEW(CX)20,06720,06701131130.04%-1
ISHARES RUSSELL MIDCAP ETF2,6402,64002332250.08%-9
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
7,0387,152+1142702610.09%-9
DUPONT DE NEMOURS INC COM(DD)6,0756,07504634540.16%-10
SIMON PPTY GROUP INC NEW COM(SPG)2,4002,40004133990.14%-15
GENERAL MLS INC COM(GIS)3,9473,94702522360.08%-16
FIDELITY MSCI HEALTH CARE INDEX ETF5,7815,257-5243783590.12%-19
ISHARES CORE S&P SMALL CAP ETF1,9691,96902272060.07%-21
RYMAN HOSPITALITY PPTYS INC COM(RHP)2,2502,25002352060.07%-29
PROSHARES ULTRA S&P 500
PSHS ULT S&P 500
4,0974,09703793390.12%-40
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
2,7782,77805855360.18%-48
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
33,05131,297-1,7541,4941,4420.50%-52
VORNADO RLTY TR SH BEN INT(VNO)12,00012,00005044440.15%-61
CANADA GOOSE HLDGS INC SHS SUB VTG(GOOS)30,00030,00003012390.08%-62
TARGET CORP COM(TGT)2,2622,26203062360.08%-70
SPDR S&P 500 ETF TRUST(SPY)2,6062,600-61,5271,4540.50%-73
DOW INC COM(DOW)14,83414,83405955180.18%-77
HUNTINGTON BANCSHARES INC COM(HBAN)72,62572,62501,1821,0900.37%-92
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
3,4523,028-4243742690.09%-105
LULULEMON ATHLETICA INC COM(LULU)1,1001,10004213110.11%-109
BYRNA TECHNOLOGIES INC COM NEW12,25313,453+1,2003532270.08%-126
AMAZON COM INC COM(AMZN)4,7154,700-151,0348940.31%-140
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
144,221142,650-1,5719,1518,9873.09%-164
SOUNDHOUND AI INC CLASS A COM(SOUN)19,00023,000+4,0003771870.06%-190
XPERI INC COMMON STOCK19,4950-19,4952000-200
OXFORD LANE CAP CORP COM39,5130-39,5132000-200
WEAVE COMMUNICATIONS INC COM12,9250-12,9252060-206
IMMERSION CORP COM24,2150-24,2152110-211
CADENCE BANK COM57,17657,17601,9701,7360.60%-234
ALPHABET INC CAP STK CL C(GOOG)9,3689,540+1721,7841,4900.51%-294
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
5,7360-5,7363020-302
MICROSOFT CORP COM(MSFT)7,1927,257+653,0322,7240.94%-307
PROSHARES ULTRA RUSSELL2000
PSHS ULTRUSS2000
8,2200-8,2203440-344
LOCKHEED MARTIN CORP COM(LMT)6,3966,176-2203,1082,7590.95%-349
NORTHERN OIL & GAS INC COM(NOG)23,19116,762-6,4298625070.17%-355
COINBASE GLOBAL INC COM CL A(COIN)1,4400-1,4403580-358
OKLO INC COM CL A(OKLO)26,9309,727-17,2035722100.07%-361
AFFIRM HLDGS INC COM CL A(AFRM)6,4000-6,4003900-390
DIREXION DAILY S&P 500 BULL 3X SHARES
DA 500 BU 3X ETF
3,7241,659-2,0656282330.08%-395
PROSHARES ULTRAPRO QQQ
ULTRAPRO QQQ
5,2000-5,2004120-412
INNODATA INC COM NEW(INOD)23,11012,601-10,5099134520.16%-461
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
216,797216,942+1458,3777,8922.71%-485
CYBERARK SOFTWARE LTD SHS2,398894-1,5047993020.10%-497
TEMPUS AI INC CL A(TEM)15,7820-15,7825330-533
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF81,66885,744+4,0768,1777,6302.62%-546
2X ETHER ETF70,4420-70,4425490-549
RIGETTI COMPUTING INC COMMON STOCK(RGTI)36,2870-36,2875540-554
GRANITESHARES 2X LONG NVDA DAILY ETF
2X LONG NVDA ETF
9,3930-9,3936240-624
NATERA INC COM(NTRA)3,9840-3,9846310-631
CORECIVIC INC COM(CXW)30,0000-30,0006520-652
FRESHPET INC COM(FRPT)4,5810-4,5816780-678
ISHARES RUSSELL 2000 ETF8,4906,002-2,4881,8761,1970.41%-679
ISHARES BITCOIN TRUST ETF(IBIT)13,8400-13,8407340-734
D-WAVE QUANTUM INC COM(QBTS)97,6340-97,6348200-820
QUANTA SVCS INC COM5,1853,085-2,1001,6397840.27%-855
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)4,5240-4,5248930-893
APPLOVIN CORP COM CL A(APP)2,9740-2,9749630-963
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