MA
| |
MENLO ADVISORS LLC13F | |
| MENLO ADVISORS LLC | |
| Last update 2025-02-06 | 29 Stocks (2 new) |
| Value $196.00 Mil | Turnover 3 % |
MENLO ADVISORS LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 64,384 | 29,180.0 | -0.48% | 14.890 | -0.07% | 0.000 | +15.89% | +17.38% | 1,147,602.7 | Insurance | |
GOOG | Alphabet Inc | 79,003 | 15,050.0 | -0.07% | 7.680 | 0% | 0.000 | -13.30% | -10.27% | 2,065,967.1 | Interactive Media | |
GLD | SPDR Gold Shares ETF | 61,206 | 14,820.0 | +13.51% | 7.560 | +0.90% | 0.020 | +14.40% | +14.84% | 90,174.9 | ||
AAPL | Apple Inc | 54,617 | 13,680.0 | +0.08% | 6.980 | +0.01% | 0.000 | -13.53% | -10.56% | 3,360,963.5 | Hardware | |
GOOGL | Alphabet Inc | 64,893 | 12,280.0 | -1.48% | 6.260 | -0.08% | 0.000 | -13.79% | -10.92% | 2,065,328.2 | Interactive Media | |
MSFT | Microsoft Corp | 27,887 | 11,750.0 | 0% | 5.990 | 0% | 0.000 | -9.86% | -6.30% | 2,929,992.6 | Software | |
QVAL | Alpha Architect U.S. Quantitative Value ETF | 251,355 | 11,220.0 | +1.14% | 5.720 | +0.06% | 2.960 | -3.48% | -1.96% | 367.3 | ||
KKR | KKR & Co Inc | 58,320 | 8,630.0 | -3.71% | 4.400 | -0.15% | 0.010 | -20.53% | -18.06% | 107,522.7 | Asset Management | |
TSLA | Tesla Inc | 21,069 | 8,510.0 | -4.96% | 4.340 | -0.15% | 0.000 | -38.74% | -31.11% | 894,835.0 | Vehicles & Parts | |
GDX | VanEck Gold Miners ETF | 239,115 | 8,110.0 | -0.04% | 4.140 | 0% | 0.070 | +30.49% | +32.65% | 14,843.8 |
MENLO ADVISORS LLC's Historical Top Holdings Breakdowns
MENLO ADVISORS LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EXE | Expand Energy Corp | 2024-12-31 | New Buy | +1.88% | 83.24 ($92.49) 100.97 | $110.40 | 19.36% | New holding | 37,101 | 37,101 | |
DIS | The Walt Disney Co | 2024-12-31 | Sold Out | -1.00% | 92.39 ($105.22) 117.6 | $101.04 | -3.97% | Sold Out | 0 | -19,915 | |
GLD | SPDR Gold Shares ETF | 2024-12-31 | Add | +0.90% | 236.59 ($245.74) 257.5 | $278.06 | 13.15% | Add 13.51% | 61,206 | 7,285 | |
XLE | The Energy Select Sector SPDR Fund | 2024-12-31 | Reduce | -0.27% | 83.32 ($90.9) 97.27 | $94.48 | 3.94% | Reduce -8.64% | 61,575 | -5,820 | |
RPRX | Royalty Pharma PLC | 2024-12-31 | Reduce | -0.22% | 24.28 ($26.49) 28.24 | $33.15 | 25.12% | Reduce -9.91% | 133,235 | -14,650 | |
LMT | Lockheed Martin Corp | 2024-12-31 | Reduce | -0.18% | 479.66 ($544.15) 614.61 | $449.23 | -17.44% | Reduce -4.64% | 11,805 | -575 | |
KKR | KKR & Co Inc | 2024-12-31 | Reduce | -0.15% | 130.9 ($146.98) 162.87 | $121.05 | -17.64% | Reduce -3.71% | 58,320 | -2,250 | |
TSLA | Tesla Inc | 2024-12-31 | Reduce | -0.15% | 213.65 ($322.75) 479.86 | $278.20 | -13.80% | Reduce -4.96% | 21,069 | -1,100 | |
AMZN | Amazon.com Inc | 2024-12-31 | New Buy | +0.11% | 180.8 ($204.89) 232.93 | $203.73 | -0.57% | New holding | 1,000 | 1,000 | |
MEMX | Matthews Emerging Markets ex China Active ETF | 2024-12-31 | Reduce | -0.11% | 28.95 ($30.05) 30.9 | $28.88 | -3.90% | Reduce -5.24% | 126,630 | -7,000 |
MENLO ADVISORS LLC Total Holding History ($B)
MENLO ADVISORS LLC's Asset Allocation
MENLO ADVISORS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MENLO ADVISORS LLC's Hypothetical Growth since 2024-12-31
MENLO ADVISORS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MENLO ADVISORS LLC's Holdings Heat Map
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MENLO ADVISORS LLC's Holdings Bubble Chart
MENLO ADVISORS LLC News
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