Kercheville Advisors, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$245.3B
Holdings
89
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 91,985 | $17.5B | 7.13% | |
| 2 | AAPLAPPLE INC | 72,460 | $16.1B | 6.56% | |
| 3 | AEMAGNICO EAGLE MINES LTD | 117,667 | $12.8B | 5.20% | |
| 4 | COSTCOSTCO WHSL CORP NEW | 12,484 | $11.8B | 4.81% | |
| 5 | METAMETA PLATFORMS INC | 17,667 | $10.2B | 4.15% | |
| 6 | NVDANVIDIA CORPORATION | 91,374 | $9.9B | 4.04% | |
| 7 | MPLXMPLX LP | 170,263 | $9.1B | 3.71% | |
| 8 | GOOGALPHABET INC | 57,312 | $9.0B | 3.65% | |
| 9 | SUNSUNOCO LP/SUNOCO FIN CORP | 154,078 | $8.9B | 3.65% | |
| 10 | NFLXNETFLIX INC | 9,420 | $8.8B | 3.58% | |
| 11 | GDXVANECK ETF TRUST | 190,265 | $8.7B | 3.57% | |
| 12 | HESMHESS MIDSTREAM LP | 198,769 | $8.4B | 3.43% | |
| 13 | MSFTMICROSOFT CORP | 20,496 | $7.7B | 3.14% | |
| 14 | XOMEXXON MOBIL CORP | 63,586 | $7.6B | 3.08% | |
| 15 | LLYELI LILLY & CO | 8,648 | $7.1B | 2.91% | |
| 16 | GDXJVANECK ETF TRUST | 112,317 | $6.4B | 2.62% | |
| 17 | BXBLACKSTONE INC | 43,230 | $6.0B | 2.46% | |
| 18 | GOOGLALPHABET INC | 33,431 | $5.2B | 2.11% | |
| 19 | SBUXSTARBUCKS CORP | 43,875 | $4.3B | 1.75% | |
| 20 | UBERUBER TECHNOLOGIES INC | 58,620 | $4.3B | 1.74% | |
| 21 | WMTWALMART INC | 48,557 | $4.3B | 1.74% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 30,871 | $4.1B | 1.66% | |
| 23 | ETENERGY TRANSFER L P | 159,850 | $3.0B | 1.21% | |
| 24 | AGIALAMOS GOLD INC NEW | 101,750 | $2.7B | 1.11% | |
| 25 | TSLATESLA INC | 10,487 | $2.7B | 1.11% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,019 | $2.7B | 1.09% | |
| 27 | HESHESS CORP | 16,060 | $2.6B | 1.05% | |
| 28 | LUVSOUTHWEST AIRLS CO | 71,620 | $2.4B | 0.98% | |
| 29 | MCDMCDONALDS CORP | 6,898 | $2.2B | 0.88% | |
| 30 | GQ9SPDR GOLD TR | 6,764 | $1.9B | 0.79% | |
| 31 | CELHCELSIUS HLDGS INC | 50,141 | $1.8B | 0.73% | |
| 32 | XLUSELECT SECTOR SPDR TR | 21,650 | $1.7B | 0.70% | |
| 33 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 131,097 | $1.5B | 0.60% | |
| 34 | GSGOLDMAN SACHS GROUP INC | 2,675 | $1.5B | 0.60% | |
| 35 | BIDUNBAIDU INC | 15,050 | $1.4B | 0.56% | |
| 36 | CSCOCISCO SYS INC | 21,689 | $1.3B | 0.55% | |
| 37 | HAMHARMONY GOLD MINING CO LTD | 86,100 | $1.3B | 0.52% | |
| 38 | ALGALAMO GROUP INC | 7,000 | $1.2B | 0.51% | |
| 39 | DELLDELL TECHNOLOGIES INC | 13,652 | $1.2B | 0.51% | |
| 40 | HDHOME DEPOT INC | 3,350 | $1.2B | 0.50% | |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 14,375 | $1.2B | 0.49% | |
| 42 | UTGREAVES UTIL INCOME FD | 35,537 | $1.2B | 0.47% | |
| 43 | NADNUVEEN QUALITY MUNCP INCOME | 93,505 | $1.1B | 0.44% | |
| 44 | MMM3M CO | 7,100 | $1.0B | 0.43% | |
| 45 | MUMICRON TECHNOLOGY INC | 11,375 | $988.4M | 0.40% | |
| 46 | DEDEERE & CO | 2,000 | $938.7M | 0.38% | |
| 47 | SHOPSHOPIFY INC | 9,255 | $883.7M | 0.36% | |
| 48 | AKAMAKAMAI TECHNOLOGIES INC | 10,850 | $873.4M | 0.36% | |
| 49 | CATCATERPILLAR INC | 2,612 | $861.4M | 0.35% | |
| 50 | UPSTUPSTART HLDGS INC | 15,000 | $690.5M | 0.28% | |
| 51 | CCOCAMECO CORP | 16,709 | $687.7M | 0.28% | |
| 52 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $680.9M | 0.28% | |
| 53 | ISRGINTUITIVE SURGICAL INC | 1,325 | $656.2M | 0.27% | |
| 54 | AMLPALPS ETF TR | 12,080 | $627.4M | 0.26% | |
| 55 | TYGTORTOISE ENERGY INFRA CORP | 13,901 | $598.4M | 0.24% | |
| 56 | TAT&T INC | 20,087 | $568.0M | 0.23% | |
| 57 | ARGTGLOBAL X FDS | 7,000 | $565.4M | 0.23% | |
| 58 | BMYBRISTOL-MYERS SQUIBB CO | 9,001 | $549.0M | 0.22% | |
| 59 | VVISA INC | 1,450 | $508.2M | 0.21% | |
| 60 | TTTRANE TECHNOLOGIES PLC | 1,506 | $507.4M | 0.21% | |
| 61 | JPMJPMORGAN CHASE & CO. | 2,050 | $502.9M | 0.21% | |
| 62 | GRMNGARMIN LTD | 2,000 | $434.3M | 0.18% | |
| 63 | XBISPDR SER TR | 5,205 | $422.1M | 0.17% | |
| 64 | SLVISHARES SILVER TR | 13,440 | $416.5M | 0.17% | |
| 65 | FSCOFS CREDIT OPPORTUNITIES CORP | 58,774 | $414.4M | 0.17% | |
| 66 | FNVFRANCO NEV CORP | 2,555 | $402.6M | 0.16% | |
| 67 | AVGOBROADCOM INC | 2,375 | $397.6M | 0.16% | |
| 68 | STLDSTEEL DYNAMICS INC | 2,705 | $338.3M | 0.14% | |
| 69 | NVGNUVEEN AMT FREE MUN CR INC F | 25,512 | $315.8M | 0.13% | |
| 70 | TEITEMPLETON EMERGING MKTS INCO | 56,669 | $304.9M | 0.12% | |
| 71 | UPSUNITED PARCEL SERVICE INC | 2,687 | $295.5M | 0.12% | |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 775 | $273.3M | 0.11% | |
| 73 | ABBVABBVIE INC | 1,221 | $255.9M | 0.10% | |
| 74 | BACVERIZON COMMUNICATIONS INC | 5,580 | $253.1M | 0.10% | |
| 75 | MOALTRIA GROUP INC | 4,100 | $246.1M | 0.10% | |
| 76 | NOWSERVICENOW INC | 305 | $242.8M | 0.10% | |
| 77 | DBLDOUBLELINE OPPORTUNISTIC CR | 14,057 | $219.7M | 0.09% | |
| 78 | LNCLINCOLN NATL CORP IND | 6,000 | $215.5M | 0.09% | |
| 79 | NMZNUVEEN MUN HIGH INCOME OPPOR | 17,484 | $190.8M | 0.08% | |
| 80 | VCVINVESCO CALIF VALUE MUN INCO | 16,000 | $169.8M | 0.07% | |
| 81 | NZFNUVEEN MUNICIPAL CREDIT INC | 12,000 | $146.8M | 0.06% | |
| 82 | VMOINVESCO MUN OPPORTUNITY TR | 15,067 | $143.0M | 0.06% | |
| 83 | VGMINVESCO TR INVT GRADE MUNS | 13,520 | $134.7M | 0.05% | |
| 84 | VPVINVESCO PA VALUE MUN INC TR | 11,000 | $112.1M | 0.05% | |
| 85 | PMXPIMCO MUN INCOME FD III | 15,000 | $107.4M | 0.04% | |
| 86 | IQIINVESCO QUALITY MUN INCOME T | 11,000 | $106.5M | 0.04% | |
| 87 | CDECOEUR MNG INC | 11,000 | $65.1M | 0.03% | |
| 88 | BTOB2GOLD CORP | 11,000 | $31.3M | 0.01% | |
| 89 | ODVOSISKO DEVELOPMENT CORP | 10,000 | $14.9M | 0.01% |