Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $7.54B, Ishares Trishares 0 3 Mnth Tre with a value of $6.78B, Cameco Corp with a value of $5.11B, Philip Morris International Inc. with a value of $4.97B, and Rb Global Inc with a value of $4.87B.
Examining the 13F form we can see an increase of $15.2B in the current position value, from $124B to 139B.
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
$139 Billion
Basic Materials: $22.9 Billion
Energy: $20.5 Billion
Industrials: $19.1 Billion
Financial Services: $16.2 Billion
Consumer Defensive: $13.5 Billion
Consumer Cyclical: $13.2 Billion
Technology: $9.29 Billion
ETFs: $6.78 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
