Financial Sense Advisors, Inc.
Financial Sense Advisors, Inc. is an independent investment advisory firm headquartered in San Diego, CA. Founded in 1996 (originally as Puplava Financial Services, Inc.), the firm provides wealth management, retirement planning, and investment services principally to individuals, high net worth individuals, and some organizations. The firm is led by founder James Puplava and employs approximately 13–15 professionals. Financial Sense Advisors is known for its focus on long-term financial planning, strategic asset management, and personalized client service.
Investment Strategy
Financial Sense Advisors, Inc. employs a diversified, long-term investment approach focused on strategic asset allocation across global equities, fixed income, commodities, and alternative assets. The firm emphasizes risk management and capital preservation tailored to each client’s objectives. Its public filings show significant holdings in ETFs, gold, technology, and energy stocks. Financial Sense builds portfolios for individuals and institutions, adjusting strategies to fit varied risk tolerances and financial goals.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | 9.17% | $38.9M | 635,966 | $36.82 | $61.21 | +$7.8M |
V VOO | VANGUARD INDEX FDS | 8.36% | $35.5M | 62,451 | $385.46 | $568.03 | -$4.0M |
P PAAS | PAN AMERN SILVER CORP | 5.79% | $24.6M | 866,083 | $19.65 | $28.40 | +$234.6K |
T TSLA | TESLA INC | 4.42% | $18.8M | 59,112 | $229.29 | $317.66 | +$1.0M |
G GOOG | ALPHABET INC | 3.66% | $15.5M | 87,620 | $157.35 | $177.39 | +$2.1M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SLV | ISHARES SILVER TR | New | Call | $6.6M | 2,000 | $32.81 | $32.81 | +2,000 | +$6.6M |
M MSTR | MICROSTRATEGY INC | New | Call | $2.0M | 50 | $404.23 | $404.23 | +50 | +$2.0M |
A ASML | ASML HOLDING N V | New | Call | $1.2M | 15 | $801.39 | $801.39 | +15 | +$1.2M |
I IBIT | ISHARES BITCOIN TRUST ETF | New | Call | $918.1K | 150 | $61.21 | $61.21 | +150 | +$918.1K |
T TGT | TARGET CORP | New | Call | $493.3K | 50 | $98.65 | $98.65 | +50 | +$493.3K |