Klein Pavlis & Peasley Financial, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cameco Corp with a value of $5.86B, Agnico Eagle Mines LTD with a value of $5.43B, Ishares Trishares 0 3 Mnth Tre with a value of $5.24B, Oneok Inc with a value of $4.6B, and Schwab Charles Corp with a value of $4.35B.
Examining the 13F form we can see an decrease of $1.21B in the current position value, from $125B to 124B.
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
$124 Billion
Industrials: $19.6 Billion
Basic Materials: $19.6 Billion
Energy: $19.2 Billion
Consumer Cyclical: $16.8 Billion
Financial Services: $11.8 Billion
Technology: $9.53 Billion
Consumer Defensive: $8.29 Billion
ETFs: $5.24 Billion
Other: $8.38 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
