13F HOLDINGS REPORT
MENLO ADVISORS LLC
Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001279708-25-000001
Total Value
$196,028
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS B | BRK-A | 64,384 | $29,183 | 14.89% |
| 2 | ALPHABET INC CLASS C | GOOG | 79,003 | $15,045 | 7.67% |
| 3 | SPDR GOLD SHARES ETF | GLD | 61,206 | $14,819 | 7.56% |
| 4 | APPLE INC | AAPL | 54,617 | $13,677 | 6.98% |
| 5 | ALPHABET INC CLASS A | GOOG | 64,893 | $12,284 | 6.27% |
| 6 | MICROSOFT CORP | MSFT | 27,887 | $11,754 | 6.00% |
| 7 | ALPHA ARCHTCT US QUNTV VAL ETF | 02072l102 | 251,355 | $11,220 | 5.72% |
| 8 | KKR & CO INC | KKRT | 58,320 | $8,626 | 4.40% |
| 9 | TESLA INC | TSLA | 21,069 | $8,508 | 4.34% |
| 10 | VANECK GOLD MINERS ETF | 92189f106 | 239,115 | $8,108 | 4.14% |
| 11 | ABBOTT LABS | ABLZF | 69,231 | $7,830 | 3.99% |
| 12 | ABBVIE INC | ABBV | 38,902 | $6,912 | 3.53% |
| 13 | LOCKHEED MARTIN CORP | LMT | 11,805 | $5,736 | 2.93% |
| 14 | CISCO SYS INC | CSCO | 95,119 | $5,631 | 2.87% |
| 15 | ENERGY SELECT SECTOR SPDR ETF | 81369y506 | 61,575 | $5,274 | 2.69% |
| 16 | GLOBAL X MLP & ENERGY INFRASTR | 37954y293 | 81,402 | $4,929 | 2.51% |
| 17 | PACER US SMALL CAP CASH COWS 1 | 69374h857 | 93,191 | $4,101 | 2.09% |
| 18 | EXPAND ENERGY | EXE | 37,101 | $3,693 | 1.88% |
| 19 | MATTHEWS EMG MRKTS CHINA ACT E | 577125792 | 126,630 | $3,670 | 1.87% |
| 20 | SPROTT URANIUM MINERS ETF | SII | 90,064 | $3,630 | 1.85% |
| 21 | ROYALTY PHARMA PLC F CLASS A | RPRX | 133,235 | $3,398 | 1.73% |
| 22 | ROYCE SMALL CAP TRUST CF | RVT | 201,044 | $3,176 | 1.62% |
| 23 | WISDOMTREE US QLT DIV GRW ETF | WT | 28,010 | $2,266 | 1.16% |
| 24 | HOWARD HUGHES HLDGS INC | HHH | 15,391 | $1,183 | 0.60% |
| 25 | SCHWAB FUNDAMNTL INTRNL EQT ET | 808524755 | 15,403 | $511 | 0.26% |
| 26 | HOME DEPOT INC | HD | 649 | $252 | 0.13% |
| 27 | SPROTT PHYSICAL GOLD ETV | PHYS | 12,000 | $241 | 0.12% |
| 28 | AMAZON.COM INC | AMZN | 1,000 | $219 | 0.11% |
| 29 | DIREXION DAILY AAPL BEAR 1X ET | 25461a304 | 10,000 | $152 | 0.08% |