Puplava Financial Services, Inc. Portfolio Holdings
Q3 2025•144 long positions•$471.5M portfolio value
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Holding165 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $36.4M 7.72% | -$1.8M Sold | — 59.4K shares | 62.5K → 59.4K −$1.8M | -4.82% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $36.1M 7.66% | +$32.0M Bought | — 707.5K shares | 81.1K → 707.5K +$32.0M | +772.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.5M 7.32% | -$6.8M Sold | — 531.1K shares | 636.0K → 531.1K −$6.8M | -16.5% | — — | Q2 2025 Held for 5 months | |
Silver Basic Materials | $27.0M 5.73% | -$6.5M Sold | 0.165% 697.6K shares | 866.1K → 697.6K −$6.5M | -19.45% | $16.3B Large Cap | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $26.0M 5.52% | -$241.5K Sold | 0.002% 58.6K shares | 59.1K → 58.6K −$241.5K | -0.92% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $19.8M 4.2% | +$14.7M Bought | — 574.7K shares | 147.5K → 574.7K +$14.7M | +289.48% | — — | Q2 2025 Held for 5 months | |
Gold Basic Materials | $16.8M 3.56% | -$4.3M Sold | 0.018% 199.1K shares | 249.9K → 199.1K −$4.3M | -20.34% | $92.6B Large Cap | Q2 2020 Held for 5y 5m | |
Unknown Unknown | $16.2M 3.44% | +$2.6M Bought | — 803.1K shares | 673.0K → 803.1K +$2.6M | +19.33% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.6M 2.67% | +$9.9M Bought | — 536.7K shares | 114.0K → 536.7K +$9.9M | +370.65% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.8M 2.51% | +$5.2M Bought | — 273.2K shares | 152.6K → 273.2K +$5.2M | +79.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.0M 1.9% | +$9.0M New | — 136.2K shares | 0 → 136.2K +$9.0M | New | — — | Q3 2025 Held for 2 months | |
Oil & Gas Midstream Energy | $8.5M 1.8% | -$2.6M Sold | 0.187% 245.2K shares | 319.5K → 245.2K −$2.6M | -23.26% | $4.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Copper Basic Materials | $8.1M 1.72% | +$2.6M Bought | 0.014% 207.0K shares | 141.8K → 207.0K +$2.6M | +45.97% | $56.3B Large Cap | Q1 2020 Held for 5y 8m | |
Industrial - Machinery Industrials | $8.0M 1.69% | -$452.8K Sold | 0.014% 243.0K shares | 256.8K → 243.0K −$452.8K | -5.38% | $55.9B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $7.0M 1.48% | — | 0.002% 38.4K shares | — | — | $432.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Solar Energy | $6.9M 1.47% | -$220.3K Sold | 0.029% 31.3K shares | 32.3K → 31.3K −$220.3K | -3.09% | $23.7B Large Cap | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | $6.3M 1.33% | -$2.7M Sold | 0.012% 56.3K shares | 80.3K → 56.3K −$2.7M | -29.96% | $50.8B Large Cap | Q1 2021 Held for 4y 8m | |
Tobacco Consumer Defensive | $6.1M 1.29% | -$74.3K Sold | 0.005% 91.8K shares | 92.9K → 91.8K −$74.3K | -1.21% | $110.97B Large Cap | Q1 2020 Held for 5y 8m | |
Gold Basic Materials | $5.9M 1.25% | -$688.1K Sold | 0.007% 35.0K shares | 39.1K → 35.0K −$688.1K | -10.45% | $84.7B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $5.2M 1.11% | -$4.7K Sold | 0.0% 10.1K shares | 10.1K → 10.1K −$4.7K | -0.09% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $5.2M 1.1% | +$227.0K Bought | — 71.0K shares | 67.9K → 71.0K +$227.0K | +4.6% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $5.1M 1.09% | +$12.5K Bought | 0.001% 45.5K shares | 45.4K → 45.5K +$12.5K | +0.24% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $5.1M 1.07% | -$1.0M Sold | — 119.3K shares | 143.5K → 119.3K −$1.0M | -16.84% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $5.0M 1.06% | -$1.5M Sold | — 319.0K shares | 416.9K → 319.0K −$1.5M | -23.47% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $4.7M 0.993% | +$5.3K Bought | — 66.7K shares | 66.6K → 66.7K +$5.3K | +0.11% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.6M 0.965% | +$4.6M Bought | — 52.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $4.5M 0.948% | +$31.1K Bought | 0.003% 59.2K shares | 58.8K → 59.2K +$31.1K | +0.7% | $155.46B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $4.2M 0.885% | -$745.9K Sold | — 88.9K shares | 104.8K → 88.9K −$745.9K | -15.17% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $4.1M 0.879% | -$1.7M Sold | 0.01% 46.2K shares | 65.1K → 46.2K −$1.7M | -29.01% | $40.8B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.0M 0.854% | +$3.7M Bought | 0.002% 48.0K shares | 3.5K → 48.0K +$3.7M | +1,270.77% | $209.64B Mega Cap | Q2 2020 Held for 5y 5m | |
Asset Management Financial Services | $3.6M 0.761% | +$3.6M Bought | 0.035% 156.3K shares | — | — | $10.2B Large Cap | Q3 2025 Held for 2 months | |
Agricultural Inputs Basic Materials | $3.5M 0.748% | +$2.7M Bought | 0.012% 60.0K shares | 14.0K → 60.0K +$2.7M | +328.89% | $28.5B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 0.743% | +$1.7K Bought | — 39.2K shares | 39.2K → 39.2K +$1.7K | +0.05% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $3.3M 0.69% | +$205.4K Bought | 0.002% 11.5K shares | 10.8K → 11.5K +$205.4K | +6.74% | $151.93B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Integrated Energy | $3.2M 0.68% | +$48.3K Bought | 0.001% 20.7K shares | 20.4K → 20.7K +$48.3K | +1.53% | $312.88B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $3.1M 0.661% | +$28.4K Bought | 0.006% 13.3K shares | 13.1K → 13.3K +$28.4K | +0.92% | $51.6B Large Cap | Q2 2022 Held for 3y 5m | |
Aerospace & Defense Industrials | $2.9M 0.614% | +$385.3K Bought | 0.017% 15.7K shares | 13.6K → 15.7K +$385.3K | +15.35% | $16.9B Large Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $2.9M 0.606% | +$623.5K Bought | 0.001% 17.1K shares | 13.4K → 17.1K +$623.5K | +27.91% | $223.98B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.605% | +$15.1K Bought | — 35.4K shares | 35.2K → 35.4K +$15.1K | +0.53% | — — | Q2 2024 Held for 1y 5m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $2.7M 0.57% | -$4.9M Sold | 0.061% 34.2K shares | 96.5K → 34.2K −$4.9M | -64.53% | $4.4B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.6M 0.553% | +$45.9K Bought | — 9.3K shares | 9.1K → 9.3K +$45.9K | +1.79% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.5M 0.539% | +$1.6M Bought | — 22.3K shares | 8.0K → 22.3K +$1.6M | +178.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.49% | -$2.2M Sold | — 20.7K shares | 40.2K → 20.7K −$2.2M | -48.48% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $2.3M 0.486% | +$507.7K Bought | 0.0% 9.0K shares | 7.0K → 9.0K +$507.7K | +28.45% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $2.2M 0.473% | +$2.2M New | 0.014% 24.4K shares | 0 → 24.4K +$2.2M | New | $15.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.1M 0.445% | +$2.1M New | — 32.3K shares | 0 → 32.3K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 0.433% | +$24.4K Bought | — 4.4K shares | 4.3K → 4.4K +$24.4K | +1.21% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.8M 0.39% | -$509.0K Sold | — 50.2K shares | 64.0K → 50.2K −$509.0K | -21.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.386% | +$1.4M Bought | — 43.3K shares | 9.8K → 43.3K +$1.4M | +341.79% | — — | Q1 2025 Held for 8 months | |
Oil & Gas Exploration & Production Energy | $1.7M 0.366% | -$16.6K Sold | 0.001% 18.3K shares | 18.4K → 18.3K −$16.6K | -0.95% | $118.14B Large Cap | Q1 2025 Held for 8 months |
