Kercheville Advisors as of March 31, 2025
Portfolio Holdings for Kercheville Advisors
Kercheville Advisors holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.1 | $18M | 92k | 190.26 | |
| Apple (AAPL) | 6.6 | $16M | 73k | 222.13 | |
| Agnico (AEM) | 5.2 | $13M | 118k | 108.41 | |
| Costco Wholesale Corporation (COST) | 4.8 | $12M | 13k | 945.81 | |
| Meta Platforms Cl A (META) | 4.2 | $10M | 18k | 576.36 | |
| NVIDIA Corporation (NVDA) | 4.0 | $9.9M | 91k | 108.38 | |
| MPLX Com Unit Rep Ltd (MPLX) | 3.7 | $9.1M | 170k | 53.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $9.0M | 57k | 156.23 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 3.6 | $8.9M | 154k | 58.06 | |
| Netflix (NFLX) | 3.6 | $8.8M | 9.4k | 932.53 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 3.6 | $8.7M | 190k | 45.97 | |
| Hess Midstream Cl A Shs (HESM) | 3.4 | $8.4M | 199k | 42.29 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.7M | 21k | 375.39 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $7.6M | 64k | 118.93 | |
| Eli Lilly & Co. (LLY) | 2.9 | $7.1M | 8.6k | 825.91 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 2.6 | $6.4M | 112k | 57.20 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $6.0M | 43k | 139.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $5.2M | 33k | 154.64 | |
| Starbucks Corporation (SBUX) | 1.8 | $4.3M | 44k | 98.09 | |
| Uber Technologies (UBER) | 1.7 | $4.3M | 59k | 72.86 | |
| Wal-Mart Stores (WMT) | 1.7 | $4.3M | 49k | 87.79 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $4.1M | 31k | 132.23 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.2 | $3.0M | 160k | 18.59 | |
| Alamos Gold Com Cl A (AGI) | 1.1 | $2.7M | 102k | 26.72 | |
| Tesla Motors (TSLA) | 1.1 | $2.7M | 11k | 259.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.7M | 5.0k | 532.62 | |
| Hess (HES) | 1.0 | $2.6M | 16k | 159.73 | |
| Southwest Airlines (LUV) | 1.0 | $2.4M | 72k | 33.58 | |
| McDonald's Corporation (MCD) | 0.9 | $2.2M | 6.9k | 312.37 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.9M | 6.8k | 288.14 | |
| Celsius Hldgs Com New (CELH) | 0.7 | $1.8M | 50k | 35.62 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.7 | $1.7M | 22k | 78.85 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.6 | $1.5M | 131k | 11.20 | |
| Goldman Sachs (GS) | 0.6 | $1.5M | 2.7k | 546.29 | |
| Baidu Spon Adr Rep A (BIDU) | 0.6 | $1.4M | 15k | 92.03 | |
| Cisco Systems (CSCO) | 0.5 | $1.3M | 22k | 61.71 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 0.5 | $1.3M | 86k | 14.77 | |
| Alamo (ALG) | 0.5 | $1.2M | 7.0k | 178.21 | |
| Dell Technologies CL C (DELL) | 0.5 | $1.2M | 14k | 91.15 | |
| Home Depot (HD) | 0.5 | $1.2M | 3.4k | 366.49 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.2M | 14k | 84.40 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.5 | $1.2M | 36k | 32.54 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.4 | $1.1M | 94k | 11.52 | |
| 3M Company (MMM) | 0.4 | $1.0M | 7.1k | 146.86 | |
| Micron Technology (MU) | 0.4 | $988k | 11k | 86.89 | |
| Deere & Company (DE) | 0.4 | $939k | 2.0k | 469.35 | |
| Shopify Cl A (SHOP) | 0.4 | $884k | 9.3k | 95.48 | |
| Akamai Technologies (AKAM) | 0.4 | $873k | 11k | 80.50 | |
| Caterpillar (CAT) | 0.4 | $861k | 2.6k | 329.80 | |
| Upstart Hldgs (UPST) | 0.3 | $691k | 15k | 46.03 | |
| Cameco Corporation (CCJ) | 0.3 | $688k | 17k | 41.16 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $681k | 1.00 | 680920.00 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $656k | 1.3k | 495.27 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $627k | 12k | 51.94 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.2 | $598k | 14k | 43.05 | |
| At&t (T) | 0.2 | $568k | 20k | 28.28 | |
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $565k | 7.0k | 80.77 | |
| Bristol Myers Squibb (BMY) | 0.2 | $549k | 9.0k | 60.99 | |
| Visa Com Cl A (V) | 0.2 | $508k | 1.5k | 350.46 | |
| Trane Technologies SHS (TT) | 0.2 | $507k | 1.5k | 336.92 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $503k | 2.1k | 245.30 | |
| Garmin SHS (GRMN) | 0.2 | $434k | 2.0k | 217.13 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $422k | 5.2k | 81.10 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $417k | 13k | 30.99 | |
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $414k | 59k | 7.05 | |
| Franco-Nevada Corporation (FNV) | 0.2 | $403k | 2.6k | 157.56 | |
| Broadcom (AVGO) | 0.2 | $398k | 2.4k | 167.43 | |
| Steel Dynamics (STLD) | 0.1 | $338k | 2.7k | 125.08 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $316k | 26k | 12.38 | |
| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $305k | 57k | 5.38 | |
| United Parcel Service CL B (UPS) | 0.1 | $296k | 2.7k | 109.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $273k | 775.00 | 352.58 | |
| Abbvie (ABBV) | 0.1 | $256k | 1.2k | 209.56 | |
| Verizon Communications (VZ) | 0.1 | $253k | 5.6k | 45.36 | |
| Altria (MO) | 0.1 | $246k | 4.1k | 60.02 | |
| Servicenow (NOW) | 0.1 | $243k | 305.00 | 796.14 | |
| Doubleline Opportunistic Cr (DBL) | 0.1 | $220k | 14k | 15.63 | |
| Lincoln National Corporation (LNC) | 0.1 | $216k | 6.0k | 35.91 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $191k | 18k | 10.91 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.1 | $170k | 16k | 10.61 | |
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $147k | 12k | 12.23 | |
| Invesco Van Kampen Muni Opp Trust (VMO) | 0.1 | $143k | 15k | 9.49 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $135k | 14k | 9.96 | |
| Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $112k | 11k | 10.19 | |
| Pimco Municipal Income Fund III (PMX) | 0.0 | $107k | 15k | 7.16 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $107k | 11k | 9.68 | |
| Coeur Mng Com New (CDE) | 0.0 | $65k | 11k | 5.92 | |
| B2gold Corp (BTG) | 0.0 | $31k | 11k | 2.84 | |
| Osisko Development Corp Com New (ODV) | 0.0 | $15k | 10k | 1.49 |
