Klein Pavlis & Peasley Financial, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 28, 2025
Value $
$163M
Signature - Title
Jason 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 90 stock holdings with total value $163M as of Q3 2025. Top holdings included AEM, CCJ, SGOV, WPM, and PM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 90 $163M +$37.4M -$35.9M +$1.48M AEM, CCJ, SGOV, WPM, PM 13F-HR 10/28/2025, 02:51 PM
Q2 2025 73 $150M +$32M -$30.6M +$1.38M SGOV, CCJ, AEM, WPM, RBA 13F-HR 7/17/2025, 12:38 PM
Q1 2025 76 $139M +$24.7M -$11.5M +$13.2M AEM, SGOV, CCJ, PM, RBA 13F-HR 5/8/2025, 07:47 PM
Q4 2024 75 $124M +$17.3M -$14.9M +$2.41M CCJ, AEM, SGOV, OKE, SCHW 13F-HR 1/27/2025, 04:08 PM
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 AEM, CCJ, OKE, SGOV, SWKS 13F-HR 1/12/2024, 12:14 PM