Kercheville Advisors, LLC Top Holdings and 13F Report (2024) About Kercheville Advisors, LLCInvestment ActivityKercheville Advisors, LLC has $245.29 million in total holdings as of September 30, 2024.Kercheville Advisors, LLC owns shares of 89 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.53% of the portfolio was purchased this quarter.About 10.81% of the portfolio was sold this quarter.This quarter, Kercheville Advisors, LLC has purchased 94 new stocks and bought additional shares in 37 stocks.Kercheville Advisors, LLC sold shares of 29 stocks and completely divested from 16 stocks this quarter.Largest Holdings Amazon.com $17,501,121Apple $16,095,450Agnico Eagle Mines $12,756,303Costco Wholesale $11,807,491Meta Platforms $10,182,590 Largest New Holdings this Quarter 01609W102 - Alibaba Group $4,082,080 Holding056752108 - Baidu $1,385,052 Holding88579Y101 - 3M $1,042,706 Holding00206R102 - AT&T $568,047 Holding37950E259 - Global X MSCI Argentina ETF $565,390 Holding Largest Purchases this Quarter Alibaba Group 30,871 shares (about $4.08M)Baidu 15,050 shares (about $1.39M)3M 7,100 shares (about $1.04M)AT&T 20,087 shares (about $568.05K)Global X MSCI Argentina ETF 7,000 shares (about $565.39K) Largest Sales this Quarter Netflix 3,585 shares (about $3.34M)NVIDIA 30,280 shares (about $3.28M)Microsoft 4,835 shares (about $1.81M)PALANTIR TECHNOLOGIES INC 12,560 shares (about $1.06M)Hess 6,275 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKercheville Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$17,501,121$609,024 ▼-3.4%91,9857.1%Retail/WholesaleAAPLApple$16,095,450$681,047 ▼-4.1%72,4606.6%Computer and TechnologyAEMAgnico Eagle Mines$12,756,303$331,302 ▲2.7%117,6675.2%Basic MaterialsCOSTCostco Wholesale$11,807,491$90,798 ▼-0.8%12,4844.8%Retail/WholesaleMETAMeta Platforms$10,182,590$770,020 ▼-7.0%17,6674.2%Computer and TechnologyNVDANVIDIA$9,903,075$3,281,733 ▼-24.9%91,3744.0%Computer and TechnologyMPLXMplx$9,112,464$206,159 ▲2.3%170,2633.7%EnergyGOOGAlphabet$8,953,782$342,922 ▼-3.7%57,3123.7%Computer and TechnologySUNSunoco$8,945,793$58 ▲0.0%154,0783.6%EnergyNFLXNetflix$8,784,433$3,343,120 ▼-27.6%9,4203.6%Consumer DiscretionaryGDXVanEck Gold Miners ETF$8,746,491$6,896 ▲0.1%190,2653.6%ETFHESMHess Midstream$8,405,938$42,755 ▲0.5%198,7693.4%EnergyMSFTMicrosoft$7,693,901$1,814,989 ▼-19.1%20,4963.1%Computer and TechnologyXOMExxon Mobil$7,562,294$275,442 ▲3.8%63,5863.1%EnergyLLYEli Lilly and Company$7,142,483$359,272 ▲5.3%8,6482.9%MedicalGDXJVanEck Junior Gold Miners ETF$6,424,551$40,955 ▲0.6%112,3172.6%ETFBXBlackstone$6,042,711$312,409 ▼-4.9%43,2302.5%FinanceGOOGLAlphabet$5,169,827$170,106 ▼-3.2%33,4312.1%Computer and TechnologySBUXStarbucks$4,303,691$19,618 ▼-0.5%43,8751.8%Retail/WholesaleUBERUber Technologies$4,271,053$120,948 ▲2.9%58,6201.7%Computer and TechnologyWMTWalmart$4,262,790$546,665 ▲14.7%48,5571.7%Retail/WholesaleBABAAlibaba Group$4,082,080$4,082,080 ▲New Holding30,8711.7%Retail/WholesaleETEnergy Transfer$2,971,612$421,993 ▲16.6%159,8501.2%EnergyAGIAlamos Gold$2,718,567$128,247 ▼-4.5%101,7501.1%Basic MaterialsTSLATesla$2,717,811$328,356 ▲13.7%10,4871.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,673,197$66,577 ▲2.6%5,0191.1%FinanceHESHess$2,565,264$1,002,306 ▼-28.1%16,0601.0%EnergyLUVSouthwest Airlines$2,405,000$147,752 ▼-5.8%71,6201.0%TransportationMCDMcDonald's$2,154,704$343,603 ▲19.0%6,8980.9%Retail/WholesaleGLDSPDR Gold Shares$1,948,979$82,120 ▲4.4%6,7640.8%FinanceCELHCelsius$1,786,022$165,775 ▼-8.5%50,1410.7%Consumer StaplesXLUUtilities Select Sector SPDR Fund$1,707,103$35,483 ▼-2.0%21,6500.7%ETFNEANuveen AMT-Free Quality Municipal Income Fund$1,468,288$78,826 ▲5.7%131,0970.6%Financial ServicesGSThe Goldman Sachs Group$1,461,326$109,258 ▲8.1%2,6750.6%FinanceBIDUBaidu$1,385,052$1,385,052 ▲New Holding15,0500.6%Computer and TechnologyCSCOCisco Systems$1,338,450$543,057 ▲68.3%21,6890.5%Computer and TechnologyHMYHarmony Gold Mining$1,271,703$790,199 ▼-38.3%86,1000.5%Basic MaterialsALGAlamo Group$1,247,4700.0%7,0000.5%IndustrialsDELLDell Technologies$1,244,380$91,150 ▼-6.8%13,6520.5%Computer and TechnologyHDHome Depot$1,227,7420.0%3,3500.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,213,250$1,060,064 ▼-46.6%14,3750.5%CL AREAVES UTIL INCOME FD$1,156,366$207,734 ▲21.9%35,5370.5%COM SH BEN INTNADNuveen Quality Municipal Income Fund$1,077,179$449 ▲0.0%93,5050.4%Financial ServicesMMM3M$1,042,706$1,042,706 ▲New Holding7,1000.4%Multi-Sector ConglomeratesMUMicron Technology$988,394$851,539 ▼-46.3%11,3750.4%Computer and TechnologyDEDeere & Company$938,7000.0%2,0000.4%IndustrialsSHOPShopify$883,667$38,192 ▲4.5%9,2550.4%Computer and TechnologyAKAMAkamai Technologies$873,425$281,750 ▼-24.4%10,8500.4%Computer and TechnologyCATCaterpillar$861,438$36,938 ▲4.5%2,6120.4%IndustrialsUPSTUpstart$690,450$2,302 ▼-0.3%15,0000.3%FinanceCCJCameco$687,742$90,552 ▼-11.6%16,7090.3%Basic MaterialsBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceISRGIntuitive Surgical$656,233$126,294 ▲23.8%1,3250.3%MedicalAMLPAlerian MLP ETF$627,435$61,289 ▲10.8%12,0800.3%ETFTYGTortoise Energy Infrastructure$598,438$106,118 ▲21.6%13,9010.2%FinanceTAT&T$568,047$568,047 ▲New Holding20,0870.2%Computer and TechnologyARGTGlobal X MSCI Argentina ETF$565,390$565,390 ▲New Holding7,0000.2%ETFBMYBristol-Myers Squibb$548,950$323,540 ▲143.5%9,0010.2%MedicalVVisa$508,167$98,129 ▲23.9%1,4500.2%Business ServicesTTTrane Technologies$507,4020.0%1,5060.2%ConstructionJPMJPMorgan Chase & Co.$502,865$6,133 ▲1.2%2,0500.2%FinanceGRMNGarmin$434,2600.0%2,0000.2%Computer and TechnologyXBISPDR S&P Biotech ETF$422,126$630,148 ▼-59.9%5,2050.2%ETFSLViShares Silver Trust$416,506$8,057 ▼-1.9%13,4400.2%ETFFSCOFS Credit Opportunities$414,358$113 ▲0.0%58,7740.2%Financial ServicesFNVFranco-Nevada$402,565$141,804 ▼-26.0%2,5550.2%Basic MaterialsAVGOBroadcom$397,646$39,346 ▲11.0%2,3750.2%Computer and TechnologySTLDSteel Dynamics$338,3410.0%2,7050.1%Basic MaterialsNVGNuveen AMT-Free Municipal Credit Income Fund$315,841$161 ▲0.1%25,5120.1%Financial ServicesTEITempleton Emerging Markets Income Fund$304,877$18,141 ▼-5.6%56,6690.1%Financial ServicesUPSUnited Parcel Service$295,532$120,984 ▲69.3%2,6870.1%TransportationCRWDCrowdStrike$273,250$21,155 ▲8.4%7750.1%Computer and TechnologyABBVAbbVie$255,8710.0%1,2210.1%MedicalVZVerizon Communications$253,102$253,102 ▲New Holding5,5800.1%Computer and TechnologyMOAltria Group$246,082$246,082 ▲New Holding4,1000.1%Consumer StaplesNOWServiceNow$242,823$31,846 ▼-11.6%3050.1%Computer and TechnologyDBLDoubleLine Opportunistic Credit Fund$219,712$250 ▲0.1%14,0570.1%Financial ServicesLNCLincoln National$215,460$215,460 ▲New Holding6,0000.1%FinanceNMZNuveen Municipal High Income Opportunity Fund$190,753$153 ▲0.1%17,4840.1%Financial ServicesVCVInvesco California Value Municipal Income Trust$169,760$10,610 ▼-5.9%16,0000.1%FinanceNZFNuveen Municipal Credit Income Fund$146,760$12,230 ▲9.1%12,0000.1%Financial ServicesVMOInvesco Municipal Opportunity Trust$142,9860.0%15,0670.1%FinanceVGMInvesco Trust for Investment Grade Municipals$134,655$289 ▲0.2%13,5200.1%FinanceVPVInvesco Pennsylvania Value Municipal Income Trust$112,0900.0%11,0000.0%FinancePMXPIMCO Municipal Income Fund III$107,4000.0%15,0000.0%Financial ServicesIQIInvesco Quality Municipal Income Trust$106,4800.0%11,0000.0%FinanceCDECoeur Mining$65,120$65,120 ▲New Holding11,0000.0%Basic MaterialsBTGB2Gold$31,262$31,262 ▲New Holding11,0000.0%Basic MaterialsODVOsisko Development$14,870$14,870 ▲New Holding10,0000.0%Basic MaterialsDKNGDraftKings$0$1,763,280 ▼-100.0%00.0%Consumer DiscretionarySOFISoFi Technologies$0$1,593,900 ▼-100.0%00.0%FinanceTTDTrade Desk$0$1,446,794 ▼-100.0%00.0%Computer and TechnologyLVSLas Vegas Sands$0$728,227 ▼-100.0%00.0%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$0$652,640 ▼-100.0%00.0%SHSHIMSHims & Hers Health$0$470,301 ▼-100.0%00.0%MedicalNVONovo Nordisk A/S$0$451,605 ▼-100.0%00.0%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$0$425,115 ▼-100.0%00.0%ManufacturingVRTVertiv$0$374,913 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$315,984 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$308,015 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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