KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$125M
Signature - Title
Jason R. Topor - CCO
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 80 stock holdings with total value $125M as of Q3 2024. Top holdings included AEM, CCJ, OKE, SCCO, and NEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 80 $125M +$12M -$8.1M +$3.89M AEM, CCJ, OKE, SCCO, NEM 13F-HR 10/24/2024, 05:02 PM
Q2 2024 77 $113M +$18.5M -$16.2M +$2.38M AEM, CCJ, OKE, SCCO, SWKS 13F-HR 7/26/2024, 02:54 PM
Q1 2024 76 $111M +$14.6M -$18.7M -$4.14M AEM, CCJ, OKE, SGOV, SWKS 13F-HR 5/7/2024, 11:21 AM
Q4 2023 73 $107M $0 $0 AEM, CCJ, OKE, SGOV, SWKS 13F-HR 1/12/2024, 12:14 PM