Kercheville Advisors

Kercheville Advisors as of Dec. 31, 2024

Portfolio Holdings for Kercheville Advisors

Kercheville Advisors holds 94 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.1 $21M 95k 219.39
Apple (AAPL) 7.3 $19M 76k 250.42
NVIDIA Corporation (NVDA) 6.3 $16M 122k 134.29
Netflix (NFLX) 4.5 $12M 13k 891.32
Costco Wholesale Corporation (COST) 4.5 $12M 13k 916.25
Alphabet Cap Stk Cl C (GOOG) 4.4 $11M 60k 190.44
Meta Platforms Cl A (META) 4.3 $11M 19k 585.51
Microsoft Corporation (MSFT) 4.1 $11M 25k 421.50
Agnico (AEM) 3.5 $9.0M 115k 78.21
MPLX Com Unit Rep Ltd (MPLX) 3.1 $8.0M 166k 47.86
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 3.1 $7.9M 154k 51.44
Blackstone Group Inc Com Cl A (BX) 3.0 $7.8M 46k 172.42
Hess Midstream Cl A Shs (HESM) 2.8 $7.3M 198k 37.03
Exxon Mobil Corporation (XOM) 2.6 $6.6M 61k 107.57
Alphabet Cap Stk Cl A (GOOGL) 2.5 $6.5M 35k 189.30
Vaneck Etf Trust Gold Miners Etf (GDX) 2.5 $6.4M 190k 33.91
Eli Lilly & Co. (LLY) 2.5 $6.3M 8.2k 772.00
Vaneck Etf Trust Junior Gold Mine (GDXJ) 1.9 $4.8M 112k 42.75
Starbucks Corporation (SBUX) 1.6 $4.0M 44k 91.25
Wal-Mart Stores (WMT) 1.5 $3.8M 42k 90.35
Tesla Motors (TSLA) 1.4 $3.7M 9.2k 403.84
Uber Technologies (UBER) 1.3 $3.4M 57k 60.32
Hess (HES) 1.2 $3.0M 22k 133.01
Energy Transfer Com Ut Ltd Ptn (ET) 1.0 $2.7M 137k 19.59
Southwest Airlines (LUV) 1.0 $2.6M 76k 33.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.2M 4.9k 453.31
Palantir Technologies Cl A (PLTR) 0.8 $2.0M 27k 75.63
Alamos Gold Com Cl A (AGI) 0.8 $2.0M 107k 18.44
Micron Technology (MU) 0.7 $1.8M 21k 84.16
Draftkings Com Cl A (DKNG) 0.7 $1.8M 47k 37.20
Dell Technologies CL C (DELL) 0.7 $1.7M 15k 115.24
McDonald's Corporation (MCD) 0.7 $1.7M 5.8k 289.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.7M 22k 75.69
Sofi Technologies (SOFI) 0.6 $1.6M 104k 15.40
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.6M 6.5k 242.13
The Trade Desk Com Cl A (TTD) 0.6 $1.4M 12k 117.53
Celsius Hldgs Com New (CELH) 0.6 $1.4M 55k 26.34
Goldman Sachs (GS) 0.6 $1.4M 2.5k 572.62
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $1.4M 124k 11.28
Akamai Technologies (AKAM) 0.5 $1.4M 14k 95.65
Home Depot (HD) 0.5 $1.3M 3.4k 388.99
Alamo (ALG) 0.5 $1.3M 7.0k 185.91
Spdr Ser Tr S&p Biotech (XBI) 0.5 $1.2M 13k 90.06
Harmony Gold Mining Sponsored Adr (HMY) 0.4 $1.1M 140k 8.21
Nuveen Div. Advantage Muni. Fund (NAD) 0.4 $1.1M 94k 11.66
Cameco Corporation (CCJ) 0.4 $972k 19k 51.39
Shopify Cl A (SHOP) 0.4 $942k 8.9k 106.33
Upstart Hldgs (UPST) 0.4 $927k 15k 61.57
Reaves Util Income Com Sh Ben Int (UTG) 0.4 $924k 29k 31.69
Caterpillar (CAT) 0.4 $907k 2.5k 362.76
Deere & Company (DE) 0.3 $847k 2.0k 423.70
Cisco Systems (CSCO) 0.3 $763k 13k 59.20
Las Vegas Sands (LVS) 0.3 $728k 14k 51.36
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $681k 1.00 680920.00
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $653k 8.0k 81.58
Intuitive Surgical Com New (ISRG) 0.2 $559k 1.1k 521.96
Trane Technologies SHS (TT) 0.2 $556k 1.5k 369.35
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $525k 11k 48.16
Broadcom (AVGO) 0.2 $496k 2.1k 231.84
JPMorgan Chase & Co. (JPM) 0.2 $485k 2.0k 239.71
Tortoise Energy Infrastructure closed end funds (TYG) 0.2 $480k 11k 42.00
Hims & Hers Health Com Cl A (HIMS) 0.2 $470k 20k 24.18
Novo-nordisk A S Adr (NVO) 0.2 $452k 5.3k 86.02
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $425k 6.7k 63.45
Garmin SHS (GRMN) 0.2 $413k 2.0k 206.26
Franco-Nevada Corporation (FNV) 0.2 $406k 3.5k 117.57
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $401k 59k 6.82
Vertiv Holdings Com Cl A (VRT) 0.1 $375k 3.3k 113.61
Visa Com Cl A (V) 0.1 $370k 1.2k 316.04
Servicenow (NOW) 0.1 $366k 345.00 1060.12
Ishares Silver Tr Ishares (SLV) 0.1 $361k 14k 26.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $316k 1.6k 197.49
Nuveen Insd Dividend Advantage (NVG) 0.1 $313k 26k 12.26
Steel Dynamics (STLD) 0.1 $309k 2.7k 114.07
Advanced Micro Devices (AMD) 0.1 $308k 2.6k 120.79
Templeton Emerging Markets Income Fund (TEI) 0.1 $308k 60k 5.13
Dollar Tree (DLTR) 0.1 $300k 4.0k 74.94
Sprott Fds Tr Uranium Miners E (URNM) 0.1 $296k 7.4k 40.31
Crowdstrike Hldgs Cl A (CRWD) 0.1 $245k 715.00 342.16
Doubleline Opportunistic Cr (DBL) 0.1 $218k 14k 15.50
Abbvie (ABBV) 0.1 $217k 1.2k 177.70
Bristol Myers Squibb (BMY) 0.1 $209k 3.7k 56.55
United Parcel Service CL B (UPS) 0.1 $200k 1.6k 126.09
Silvercrest Metals 0.1 $191k 21k 9.10
Nuveen Mun High Income Opp F (NMZ) 0.1 $189k 18k 10.81
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $188k 11k 17.93
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $186k 17k 10.94
Invesco Van Kampen Muni Opp Trust (VMO) 0.1 $147k 15k 9.72
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $136k 14k 10.10
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $134k 11k 12.17
Invesco Van Kampen Penn Vl MI Trust (VPV) 0.0 $113k 11k 10.29
Pimco Municipal Income Fund III (PMX) 0.0 $110k 15k 7.36
Invesco Quality Municipal Inc Trust (IQI) 0.0 $109k 11k 9.86
Under Armour CL C (UA) 0.0 $75k 10k 7.46