Fund HoldingsMENLO ADVISORS LLC

Total Portfolio Value
$174.7K
Total Bought
$6.5K
Total Sold
$12.0K
Net Transaction
-$5.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY CLASS B66,40265,412-990242815.75%+4
KKR & CO INC75,59075,155-435684.33%+1
ABBVIE INC(ABBV)37,67239,102+1,430674.08%+1
MICROSOFT CORP(MSFT)28,36728,122-24511126.77%+1
PACER US SMALL CAP CASH COWS 163,43085,075+21,645342.39%+1
ALPHA ARCHTCT US QUNTV VAL ETF247,463247,898+43510116.38%+1
ALPHABET INC. CLASS C79,87379,503-37011126.93%+1
SPDR GOLD SHARES ETF53,96753,816-15110116.34%+1
ENERGY SELECT SECTOR SPDR ETF62,48462,729+245563.39%+1
ALPHABET INC. CLASS A67,01066,410-6009105.74%+1
WALT DISNEY CO(DIS)20,13820,063-75221.41%+1
DIREXION DAILY AAPL BEAR 1X ET018,500+18,500000.24%0
SOUTHWESTERN ENERGY474,590458,540-16,050331.99%0
SPROTT URANIUM MINERS ETF80,07485,034+4,960442.40%0
ABBOTT LABORATORIES69,95269,587-365884.53%0
WISDOMTREE US QLT DIV GRW ETF28,26028,160-100221.23%0
KIMBERLY CLARK CORP(KMB)17,82717,737-90221.31%0
VANECK GOLD MINERS ETF236,415235,615-800774.27%0
ROYCE VALUE CF(RVT)201,516201,114-402331.75%0
LIBERTY MEDIA CORP30,55030,410-140110.52%0
HOME DEPOT INC(HD)6366360000.14%0
SPDR S&P 500 ETF4704700000.14%0
ACCURAY INC10,00010,0000000.01%-0
LOCKHEED MARTIN CORP(LMT)12,45712,380-77663.22%-0
CISCO SYSTEMS INC(CSCO)96,44396,278-165552.75%-0
CVS HEALTH CORP(CVS)84,78982,524-2,265773.77%-0
HOWARD HUGHES HOLDING CO15,45615,386-70110.64%-0
APPLE INC(AAPL)54,91154,411-5001195.34%-1
TESLA INC22,09922,369+270542.25%-2
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