Fund HoldingsSilverleafe Capital Partners, LLC

Total Portfolio Value
$288.36M
Total Bought
$60.70M
Total Sold
$52.57M
Net Transaction
+$8.12M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO CURRENCYSHARES JAPANESE YEN TRUST(FXY)25,732118,149+92,4171,4807,5972.63%+6,117
RANGE NUCLEAR RENAISSANCE INDEX ETF0160,636+160,63605,9392.06%+5,939
ISHARES 20 YEAR TREASURY BOND ETF060,418+60,41805,9272.06%+5,927
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
094,111+94,11103,4981.21%+3,498
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF060,266+60,26603,4391.19%+3,439
ADOBE INC COM(ADBE)06,561+6,56103,3971.18%+3,397
ISHARES GOLD TRUST(IAU)143,541187,742+44,2016,3069,3313.24%+3,025
ISHARES 7-10 YEAR TREASURY BOND ETF29,76656,469+26,7032,7885,5411.92%+2,753
BERKSHIRE HATHAWAY INC DEL CL A2828017,14319,3536.71%+2,210
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF0111,873+111,87302,1540.75%+2,154
DOLLAR GEN CORP NEW COM(DG)024,263+24,26302,0520.71%+2,052
ISHARES 10-20 YEAR TREASURY BOND ETF016,607+16,60701,8160.63%+1,816
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF29,70449,104+19,4002,5814,3881.52%+1,807
QUANTA SVCS INC COM(Put)05,100+5,10001,521+1,521
DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
DLY 20 YR TRESUR
017,256+17,25609970.35%+997
DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES(Call)
DLY 20 YR TRESUR
017,000+17,0000982+982
WALMART INC COM(WMT)47,89651,899+4,0033,2434,1911.45%+948
APPLE INC COM(AAPL)68,73565,528-3,20714,47715,2685.29%+791
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
91,708101,045+9,3375,3406,1052.12%+765
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
64,97966,419+1,4409,47110,2303.55%+759
ISHARES 20 YEAR TREASURY BOND ETF(Call)06,900+6,9000677+677
ISHARES CORE U.S. AGGREGATE BOND ETF114,799115,023+22411,14411,6484.04%+505
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
35,19535,702+5072,3982,8841.00%+486
ISHARES CORE S&P 500 ETF24,46724,026-44113,38913,8594.81%+470
AUTOZONE INC COM(AZO)2,6432,616-277,8358,2412.86%+406
CORECIVIC INC COM(CXW)030,000+30,00003800.13%+380
WALGREENS BOOTS ALLIANCE INC COM42,50085,960+43,4605147700.27%+256
3M CO COM(MMM)7,0007,00007159570.33%+242
INVESCO CURRENCYSHARES JAPANESE YEN TRUST(FXY)(Call)35,00035,00002,0132,251+237
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
121,575119,678-1,8976,8597,0892.46%+229
CADENCE BANK COM58,46958,46901,6541,8620.65%+209
BRISTOL-MYERS SQUIBB CO COM(BMY)20,34820,318-308451,0510.36%+206
QUANTA SVCS INC COM5,3855,185-2001,3681,5460.54%+178
VORNADO RLTY TR SH BEN INT(VNO)12,00012,00003154730.16%+157
MCDONALDS CORP COM(MCD)2,3502,352+25997160.25%+117
HUNTINGTON BANCSHARES INC COM(HBAN)72,62572,62509571,0680.37%+110
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
4,0885,665+1,5772283320.11%+104
CORTEVA INC COM(CTVA)19,69219,69201,0621,1580.40%+96
CORE SCIENTIFIC INC NEW COM(CORZ)17,00020,000+3,0001582370.08%+79
SPDR S&P 500 ETF TRUST(SPY)2,3682,372+41,2891,3610.47%+72
CMS ENERGY CORP COM(CMS)5,0005,00002983530.12%+56
ABBVIE INC COM(ABBV)2,0902,092+23584130.14%+55
BERKSHIRE HATHAWAY INC DEL CL B NEW1,0081,00804104640.16%+54
DUPONT DE NEMOURS INC COM(DD)6,0756,07504895410.19%+52
ISHARES RUSSELL 1000 ETF1,7581,819+615235720.20%+49
FIDELITY MSCI HEALTH CARE INDEX ETF4,4104,775+3653023480.12%+45
CLOVER HEALTH INVESTMENTS CORP COM CL A(CLOV)015,909+15,9090450.02%+45
GENERAL MLS INC COM(GIS)3,9473,94702502920.10%+42
SIMON PPTY GROUP INC NEW COM(SPG)2,4002,40003644060.14%+41
SERVICE CORP INTL COM(SCI)3,7503,75002672960.10%+29
DOW INC COM(DOW)14,83414,83407878100.28%+23
PROLOGIS INC. COM(PLD)25,53722,867-2,6702,8682,8881.00%+20
ISHARES RUSSELL MIDCAP ETF2,6402,64002142330.08%+19
RYMAN HOSPITALITY PPTYS INC COM(RHP)2,2502,25002252410.08%+17
PROSHARES ULTRA S&P 500
PSHS ULT S&P 500
2,9162,831-852412550.09%+14
OXFORD LANE CAP CORP COM30,61130,693+821661610.06%-5
CEMEX SAB DE CV SPON ADR NEW(CX)20,06720,06701281220.04%-6
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,5222,382-1402522400.08%-12
CANADA GOOSE HLDGS INC SHS SUB VTG(GOOS)30,00030,00003883760.13%-12
PROSHARES ULTRAPRO QQQ
ULTRAPRO QQQ
3,6003,500-1002662540.09%-12
TXO PARTNERS LP COM UNIT34,00034,00006856730.23%-13
MARATHON PETE CORP COM(MPC)2,0002,00003473260.11%-21
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
2,0581,894-1644063800.13%-25
LULULEMON ATHLETICA INC COM(LULU)1,1001,10003292980.10%-30
AMAZON COM INC COM(AMZN)4,6854,645-409058660.30%-40
SOUNDHOUND AI INC CLASS A COM(SOUN)11,0000-11,000430-43
CHEVRON CORP NEW COM(CVX)5,8045,811+79088560.30%-52
SCHLUMBERGER LTD COM STK(SLB)10,00010,00004724200.15%-52
EAGLE POINT CREDIT COMPANY INC COM(ECC)10,8210-10,8211090-109
MICROSOFT CORP COM(MSFT)7,1527,163+113,1963,0821.07%-114
CORE SCIENTIFIC INC NEW WT EXP 012329(CORZ)16,0000-16,0001390-139
DIREXION DAILY S&P 500 BULL 3X SHARES
DA 500 BU 3X ETF
2,7961,494-1,3024082450.08%-163
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
192,335190,233-2,10217,65217,4656.06%-187
PROCTER AND GAMBLE CO COM(PG)1,5990-1,5992640-264
ENERGY TRANSFER L P COM UT LTD PTN(ET)17,5880-17,5882850-285
ALPHABET INC CAP STK CL C(GOOG)10,4229,366-1,0561,9121,5660.54%-346
CORECIVIC INC COM(CXW)30,0000-30,0003890-389
PBF ENERGY INC CL A(PBF)9,3000-9,3004280-428
KRANESHARES CSI CHINA INTERNET ETF21,3280-21,3285760-576
LOCKHEED MARTIN CORP COM(LMT)9,0186,207-2,8114,2123,6281.26%-584
DISNEY WALT CO COM(DIS)7,0180-7,0186970-697
INVESCO QQQ TRUST SERIES I41,32738,794-2,53319,80018,9346.57%-866
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
30,81716,731-14,0862,8091,4690.51%-1,340
FEDEX CORP COM(FDX)71,20669,393-1,81321,35018,9916.59%-2,359
ISHARES US INSURANCE ETF35,1290-35,1293,9670-3,967
NORTHERN OIL & GAS INC COM(NOG)140,02434,452-105,5725,2051,2200.42%-3,985
VANGUARD MID-CAP ETF33,20812,066-21,1428,0403,1831.10%-4,856
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF
NASDQ ARTFCIAL
114,8140-114,8144,8610-4,861
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
65,0060-65,0065,1990-5,199
ISHARES RUSSELL 2000 ETF34,8544,478-30,3767,0719890.34%-6,082
WESTROCK COFFEE CO WT EXP 0829272,741,8850-2,741,8856,0870-6,087
VANGUARD VALUE ETF48,5878,233-40,3547,7941,4370.50%-6,357
WESTROCK COFFEE CO COM3,959,5974,729,790+770,19340,50730,74410.66%-9,763
Page 1 of 1