Title: Geneva Partners, LLC's Q4 2022 vs. Q1 2023 13F Holdings: Analyzing the Shifts in Shares and Value

Geneva Partners, LLC, a registered investment advisory firm, recently disclosed its 13F holdings for Q4 2022 and Q1 2023. The 13F filing provides valuable insights into the firm's investment decisions, shedding light on the stocks that it bought or sold. In this article, we'll analyze the changes in Geneva Partners' holdings, comparing the shares, value, and percentage change between the two quarters.

Firstly, let's take a look at the top five stocks in which Geneva Partners held the most shares during Q4 2022:

- TDG (Transdigm Group Inc.): 40,000 shares

- OKE (Oneok Inc. New): 40,314 shares

- MPLX (MPLX LP): 40,000 shares

- ELV (Elevance Health Inc.): 9,794 shares

- AZN (Astrazeneca PLC): 16,909 shares

Surprisingly, during Q1 2023, the healthcare company Elevance Health Inc. saw a significant drop in shares held by Geneva Partners, from 9,794 to 5,310 – a decline of 51.4%. Additionally, two stocks that were absent from the Q4 2022 holdings made it to the top five in Q1 2023 – BA (Boeing) and ASML Holding N V.

Another notable shift in the holdings was observed in Mastercard Inc. During Q4 2022, Geneva Partners held 962 shares of the company, which rose significantly to 12,563 shares during Q1 2023. It is crucial to mention that the value of shares in Mastercard Inc. increased from $334,000 to $4.6 million, representing a 1264.3% change.

The holdings of Geneva Partners also indicate a significant trend towards gold and silver ETFs during Q1 2023. Holdings in Sprott Physical Gold Trust (PHYS) increased from 22,300 to 33,300 shares, representing a change of 49.1%. Similarly, the shares held in Sprott Physical Silver Trust (PSLV) increased from 30,000 to 45,000, an increase of 25%.

Geneva Partners also held ETFs such as Vanguard Whitehall FDS (VYM) and iShares (IWDQ) during Q1 2023. These ETFs saw a percentage change of 7.9% and -54.7%, respectively.

In contrast, Chevron Corporation (CVX) and Williams Co Inc. (WMB) experienced a decline in shares held by the investment advisory firm. Chevron's shares fell from 27,448 to 21,559 (-28.6% change), while Williams Co Inc.'s shares decreased from 130,944 to 86,529 (-40%).

In conclusion, Geneva Partners, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison provides us with insights into the portfolio changes of the investment advisory firm. The significant shift in Elevance Health Inc.'s shares and the growing trend of gold and silver ETFs is notable. Additionally, the increase in Mastercard Inc.'s shares and value is significant, indicating the company's promising growth. However, the decline in shares for Chevron Corporation and Williams Co Inc. is noteworthy and begs for further analysis.