Filer Name: MENLO ADVISORS LLC
CIK: 1279708
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 29
Portfolio Value: $0.20B

Menlo Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 64,384 $29M 14.89% -0.5% -
02079k107 - ALPHABET INC CAP STK CL C 79,003 $15M 7.67% -0.1% -
78463v107 - SPDR GOLD TRUST (COLLECTIBLE) 61,206 $15M 7.56% 13.5% -
AAPL US APPLE INC 54,617 $14M 6.98% 0.1% -
02079k305 - ALPHABET INC- A 64,893 $12M 6.27% -1.5% -
MSFT US MICROSOFT CORP 27,887 $12M 6.00% - -
02072l102 - ALPHA ARCHTCT US QUNTV VAL ETF 251,355 $11M 5.72% 1.1% -
48251w104 - KKR & CO INC 58,320 $9M 4.40% -3.7% -
88160r101 - TESLA INC 21,069 $9M 4.34% -5.0% -
92189f106 - VANECK VECTORS ETF TR GOLD MIN 239,115 $8M 4.14% 0.0% -
ABT US ABBOTT LABORATORIES 69,231 $8M 3.99% - -
00287y109 - ABBVIE INC 38,902 $7M 3.53% - -
LMT US LOCKHEED MARTIN CORP 11,805 $6M 2.93% -4.6% -
17275r102 - CISCO SYS INC 95,119 $6M 2.87% - -
81369y506 - SELECT SECTOR SPDR TR 61,575 $5M 2.69% -8.6% -
37954y293 - GLOBAL X MLP AND ENERGY INFRAS 81,402 $5M 2.51% - -
69374h857 - PACER US SMALL CAP CASH COWS 1 93,191 $4M 2.09% 0.8% -
EXE US EXPAND ENERGY CORP 37,101 $4M 1.88% 100.0% -
MEMX US MATTHEWS EM EX CHINA ACTIVE 126,630 $4M 1.87% -5.2% -
85208p303 - SPROTT FDS TR URANIUM MINERS E 90,064 $4M 1.85% 0.6% -
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