Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Agnico Eagle Mines LTD with a value of $9.6B, Cameco Corp with a value of $7.53B, Ishares Trishares 0 3 Mnth Tre with a value of $7.17B, Wheaton Precious Metals Corp. with a value of $6.4B, and Philip Morris International Inc. with a value of $6.22B.
Examining the 13F form we can see an increase of $13B in the current position value, from $150B to 163B.
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
$163 Billion
Basic Materials: $31.2 Billion
Financial Services: $21.7 Billion
Industrials: $21.7 Billion
Energy: $16.8 Billion
Consumer Defensive: $15.2 Billion
Technology: $14.2 Billion
Healthcare: $10.6 Billion
ETFs: $7.56 Billion
Other: $17.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
