Fund HoldingsMENLO ADVISORS LLC

Total Portfolio Value
$194.3K
Total Bought
$11.6K
Total Sold
$14.9K
Net Transaction
-$3.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GLOBAL X MLP & ENERGY INFRASTR5,80581,402+75,597042.28%+4
MATTHEWS EMG MRKTS CHINA ACT E0133,630+133,630042.12%+4
BERKSHIRE HATHAWAY CLASS B65,16964,694-475273015.33%+3
VANECK GOLD MINERS ETF235,615239,215+3,6008104.90%+2
SPDR GOLD SHARES ETF53,92153,921012136.75%+2
LOCKHEED MARTIN CORP(LMT)12,38012,3800673.72%+1
TESLA INC22,36922,169-200462.99%+1
APPLE INC(AAPL)54,41154,576+16511136.54%+1
ABBVIE INC(ABBV)38,90238,9020783.95%+1
ALPHA ARCHTCT US QUNTV VAL ETF248,610248,530-8011115.90%+1
ABBOTT LABS69,49269,231-261784.06%+1
CISCO SYS INC(CSCO)95,11995,1190552.61%+1
PACER US SMALL CAP CASH COWS 191,56192,461+900442.21%0
ROYALTY PHARMA PLC F CLASS A(RPRX)147,885147,8850442.15%0
ROYCE SMALL CAP TRUST CF(RVT)201,044201,0440331.62%0
HOWARD HUGHES HLDGS INC15,38615,3860110.61%0
WISDOMTREE US QLT DIV GRW ETF28,06028,0600221.20%0
SOUTHWESTERN ENERGY CXXX MANDA430,280427,380-2,900331.56%0
HOME DEPOT INC(HD)6366360000.13%0
SCHWAB FUNDAMNTL INTRNL EQT ET15,40315,4030110.30%0
SPROTT PHYSICAL GOLD ETV(PHYS)12,00012,0000000.13%0
KKR & CO INC74,95560,570-14,385884.07%0
DISNEY WALT CO(DIS)20,06319,915-148220.99%-0
DIREXION DAILY AAPL BEAR 1X ET18,50012,500-6,000000.11%-0
SPROTT URANIUM MINERS ETF87,59989,564+1,965442.11%-0
CROWDSTRIKE HLDGS INC CLASS A(CRWD)5610-56100-0
QUALCOMM INC(QCOM)1,1250-1,12500-0
ENERGY SELECT SECTOR SPDR ETF67,39567,3950663.05%-0
SPDR S&P 500 ETF4700-47000-0
MICROSOFT CORP(MSFT)28,11727,887-23013126.18%-1
ALPHABET INC CLASS A66,41065,870-54012115.62%-1
ALPHABET INC CLASS C79,06379,058-515136.80%-1
CVS HEALTH CORP(CVS)79,3590-79,35950-5
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