Klein Pavlis & Peasley Financial, Inc. Portfolio Holdings

Klein Pavlis & Peasley Financial, Inc.

  • $125 Billion
  • Q3 2024

Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $5.9B, Cameco Corp with a value of $5.42B, Oneok Inc with a value of $4.66B, Southern Copper Corp with a value of $4.36B, and Newmont Corp with a value of $4.31B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $113B to 125B.

Klein Pavlis & Peasley Financial, Inc. is based out at Irvine, CA

Below you can find more details about Klein Pavlis & Peasley Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
Basic Materials: $25.8 Billion
Energy: $20.1 Billion
Industrials: $18.6 Billion
Consumer Cyclical: $14.8 Billion
Technology: $11.8 Billion
Financial Services: $10.8 Billion
Consumer Defensive: $6.72 Billion
Healthcare: $3.54 Billion
Other: $7.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.64 Billion 2.11% of portfolio
26,184
Q3 2024 Added 39.86%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $125 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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