Silverleafe Capital Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The world of finance is always evolving, and staying updated on the latest trends and changes is essential for investors. One way to gain insights into the market is to analyze the 13F Holdings of various funds. Silverleafe Capital Partners, LLC recently released its Q1 2023 and Q2 2023 13F Holdings Comparison, revealing some interesting shifts in its portfolio. Let's delve into the details and understand the implications of these changes.

FEDEX CORP COM (FDX) - In both Q1 and Q2 2023, Silverleafe Capital Partners maintained its holdings of 69,781 shares in FEDEX CORP COM. However, the value increased from $15,944,000 to $17,298,000, reflecting an 8.5% change. This suggests the fund's confidence in the company's growth prospects.

APPLE INC COM (AAPL) - Silverleafe Capital Partners also held constant its stake in APPLE INC COM, with 80,728 shares in both quarters. The value of these shares, however, rose from $13,316,000 to $15,658,000, indicating a 17.6% increase. This reaffirms the fund's bullish stance on Apple's performance.

INVESCO QQQ TRUST SERIES I (QQQ) - While the number of shares remained relatively unchanged at 40,929 and 40,842 in Q1 and Q2 2023, respectively, the value climbed from $13,135,000 to $15,087,000. This represents a 14.9% surge in value, suggesting Silverleafe Capital Partners' confidence in QQQ's future performance.

BERKSHIRE HATHAWAY INC DEL CL A (BRK-A) - Holding just 28 shares of Berkshire Hathaway in both quarters, Silverleafe Capital Partners saw the value increase from $13,036,000 to $14,498,000, reflecting an 11.2% growth. This indicates the fund's trust in the long-term prospects of Berkshire Hathaway.

ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) - Silverleafe Capital Partners had significant holdings in this ETF, with 115,279 shares in Q1 and 115,771 shares in Q2 2023. However, the value decreased from $11,486,000 to $11,339,000, representing a slight decline of 1.3%. This could signal a short-term adjustment in the fund's bond allocation strategy.

ISHARES CORE S&P 500 ETF (IVV) - The fund's holdings of ISHARES CORE S&P 500 ETF remained relatively stable, with 22,616 shares in Q1 and 22,444 shares in Q2 2023. Nonetheless, the value increased from $9,296,000 to $10,003,000, indicating a 7.6% rise. This suggests the fund's optimism regarding the S&P 500's performance.

LOCKHEED MARTIN CORP COM (LMT) - Silverleafe Capital Partners slightly reduced its holdings of LOCKHEED MARTIN CORP COM from 16,314 shares in Q1 to 16,141 shares in Q2 2023. The value of these shares decreased from $7,711,000 to $7,431,000, showing a 3.6% decline. This adjustment may reflect a shift in the fund's allocation strategy in the aerospace and defense sector.

NORTHERN OIL & GAS INC COM (NOG) - Silverleafe Capital Partners saw a significant decrease in its holdings of NORTHERN OIL & GAS INC COM, from 231,016 shares in Q1 to 214,368 shares in Q2 2023. However, the value increased slightly from $7,011,000 to $7,357,000, representing a 4.9% change. This indicates a selective approach to the energy sector.

PROSHARES SHORT S&P500 (SH) - The fund's holdings of PROSHARES SHORT S&P500 remained significant, with 440,331 shares in Q1 and 485,039 shares in Q2 2023. The value increased from $6,604,000 to $6,732,000, showing a 1.9% rise. This suggests a cautious approach towards the broader market.

These are just some of the notable changes in Silverleafe Capital Partners, LLC's 13F holdings from Q1 to Q2 2023. It's important to note that these changes are based on the fund's investment strategy and market conditions. As an investor, keeping track of such updates can provide valuable insights into the investment landscape and support informed decision-making.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. It is always recommended to consult with a qualified professional before making any investment decisions.