Fund HoldingsMENLO ADVISORS LLC

Total Portfolio Value
$152.2K
Total Bought
$6.2K
Total Sold
$15.8K
Net Transaction
-$9.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HOWARD HUGHES HOLDING CO015,921+15,921010.78%+1
SPROTT URANIUM MINERS ETF77,95977,999+40342.42%+1
ABBOTT LABORATORIES53,59769,952+16,355674.45%+1
ENERGY SELECT SECTOR SPDR ETF47,66451,559+3,895453.06%+1
DIREXION DAILY S&P 500 BEAR 3X050,000+50,000010.52%+1
ALPHABET INC. CLASS A69,10068,740-360895.91%+1
ALPHABET INC. CLASS C82,26380,763-1,50010116.99%+1
ALPHA ARCHTCT US QUNTV VAL ETF245,523247,423+1,900896.03%+1
ABBVIE INC(ABBV)37,67237,6720563.69%+1
KKR & CO INC76,80076,8000453.11%0
PUT INVESCO QQQ TR 330 EXP 010650+650000.27%0
PUT SPDR S&P 500 410 EXP 01/1(SPY)0500+500000.26%0
SOUTHWESTERN ENERGY483,490483,4900332.05%0
CISCO SYSTEMS INC(CSCO)96,44396,4430553.40%0
SPDR S&P 500 ETF4704700000.13%-0
ACCURAY INC10,00010,0000000.02%-0
WISDOMTREE US QLT DIV GRW ETF28,41028,4100221.18%-0
CVS HEALTH CORP(CVS)88,31485,324-2,990663.91%-0
SPDR S&P BIOTECH ETF15,10615,1060110.72%-0
WALT DISNEY CO(DIS)20,70820,7080221.10%-0
ROYCE VALUE CF(RVT)201,516201,5160331.70%-0
TESLA INC22,09922,0990663.63%-0
LIBERTY MEDIA CORP36,54735,616-931110.60%-0
KIMBERLY CLARK CORP(KMB)18,43718,4370321.46%-0
SPDR GOLD SHARES ETF54,04753,967-801096.08%-0
LOCKHEED MARTIN CORP(LMT)12,45612,437-19653.34%-1
MICROSOFT CORP(MSFT)28,61028,595-151095.93%-1
VANECK GOLD MINERS ETF223,105222,680-425763.94%-1
MASTEC INC(MTZ)26,82526,665-160321.26%-1
HOWARD HUGHES CORP XXX NAME CH15,9210-15,92110-1
BCE INC F31,1350-31,13510-1
EQUITY COMMONWEALTH81,7500-81,75020-2
BOA 7.25 SR L 7.25 PFD CONV1,5770-1,57720-2
APPLE INC(AAPL)58,57155,011-3,5601196.19%-2
BERKSHIRE HATHAWAY CLASS B76,95368,947-8,006262415.86%-2
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