Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $14.6B, Cameco Corp with a value of $7.96B, Agnico Eagle Mines LTD with a value of $7.87B, Wheaton Precious Metals Corp. with a value of $5.59B, and Rb Global Inc with a value of $5.01B.
Examining the 13F form we can see an increase of $11B in the current position value, from $139B to 150B.
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
$150 Billion
Basic Materials: $24.9 Billion
Energy: $21.8 Billion
Industrials: $21.4 Billion
Financial Services: $18.6 Billion
ETFs: $14.6 Billion
Consumer Defensive: $12 Billion
Technology: $8.6 Billion
Healthcare: $7.2 Billion
Other: $13.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
