KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
RIA/Wealth
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. is a RIA/Wealth based in Irvine, CA led by Justin Alan Klein, reporting $184.9M in AUM as of Q3 2025 with AEM as the largest holding (6% allocation).
CEOJustin Alan Klein
- Portfolio Value
- $162.9M
- Positions
- 90
- Top Holding
- AEM at 5.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio (37.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $9.6M | 5.89% | -$1.6M Sold | 0.01% 56.9K shares | |
Uranium Energy | $7.5M | 4.62% | -$1.5M Sold | 0.02% 89.8K shares | |
ETF ETF | $7.2M | 4.40% | -$7.4M Sold | — 71.2K shares | |
Gold Basic Materials | $6.4M | 3.93% | -$565.6K Sold | 0.01% 57.2K shares | |
Tobacco Consumer Defensive | $6.2M | 3.82% | +$3.8M Bought | 0.00% 38.4K shares | |
Copper Basic Materials | $6.1M | 3.76% | +$492.2K Bought | 0.01% 50.5K shares | |
Financial - Capital Markets Financial Services | $4.9M | 2.99% | +$185.3K Bought | 0.00% 51.0K shares | |
Specialty Business Services Industrials | $4.6M | 2.85% | -$471.1K Sold | 0.02% 42.9K shares | |
Construction Industrials | $4.4M | 2.67% | -$282.0K Sold | 0.01% 39.6K shares | |
Medical - Devices Healthcare | $4.3M | 2.64% | +$108.6K Bought | 0.00% 45.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
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