Menlo Advisors LLC Top Holdings and 13F Report (2025) About Menlo Advisors LLCInvestment ActivityMenlo Advisors LLC has $210.32 thousand in total holdings as of March 31, 2025.Menlo Advisors LLC owns shares of 27 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 13.94% of the portfolio was purchased this quarter.About 7.30% of the portfolio was sold this quarter.This quarter, Menlo Advisors LLC has purchased 29 new stocks and bought additional shares in 1 stock.Menlo Advisors LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $28,499PUT SPDR S&P 500 $530 EXP 01/1 $27,970SPDR Gold Shares $17,599Alphabet $12,216Apple $11,995 Largest New Holdings this Quarter 78462f953 - PUT SPDR S&P 500 $530 EXP 01/1 $27,970 Holding Largest Purchases this Quarter PUT SPDR S&P 500 $530 EXP 01/1 50,000 shares (about $27.97K)Global X MLP & Energy Infrastructure ETF 20,990 shares (about $1.34K) Largest Sales this Quarter Berkshire Hathaway 10,872 shares (about $5.79K)Tesla 1,929 shares (about $499.89)KKR & Co. Inc. 2,545 shares (about $294.22)Apple 616 shares (about $136.83)Alphabet 810 shares (about $126.55) Sector Allocation Over TimeMap of 500 Largest Holdings ofMenlo Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$28,499$5,790 ▼-16.9%53,51213.6%FinancePUT SPDR S&P 500 $530 EXP 01/1$27,970$27,970 ▲New Holding50,00013.3%PUTGLDSPDR Gold Shares$17,599$36 ▼-0.2%61,0818.4%FinanceGOOGAlphabet$12,216$127 ▼-1.0%78,1935.8%Computer and TechnologyAAPLApple$11,995$137 ▼-1.1%54,0015.7%Computer and TechnologyGDXVanEck Gold Miners ETF$10,9920.0%239,1155.2%ETFQVALAlpha Architect U.S. Quantitative Value ETF$10,7200.0%251,3555.1%ETFMSFTMicrosoft$10,431$38 ▼-0.4%27,7875.0%Computer and TechnologyGOOGLAlphabet$9,939$96 ▼-1.0%64,2734.7%Computer and TechnologyABTAbbott Laboratories$9,150$32 ▼-0.4%68,9864.4%MedicalABBVAbbVie$8,119$31 ▼-0.4%38,7523.9%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$6,533$1,339 ▲25.8%102,3923.1%ETFKKRKKR & Co. Inc.$6,448$294 ▼-4.4%55,7753.1%FinanceCSCOCisco Systems$5,8690.0%95,1192.8%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$5,679$75 ▼-1.3%60,7752.7%ETFLMTLockheed Martin$5,157$116 ▼-2.2%11,5452.5%AerospaceTSLATesla$4,960$500 ▼-9.2%19,1402.4%Auto/Tires/TrucksRPRXRoyalty Pharma$4,1470.0%133,2352.0%FinanceMEMXMatthews Emerging Markets ex China Active ETF$3,527$18 ▼-0.5%125,9951.7%ETFURNMSprott Uranium Miners ETF$2,891$31 ▼-1.0%89,1201.4%ETFRVTRoyce Value Trust$2,8620.0%201,0441.4%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,2360.0%28,0101.1%ManufacturingHOWARD HUGHES HLDGS INC$1,132$7 ▼-0.6%15,2920.5%COMFNDFSchwab Fundamental International Large Company Index ETF$5560.0%15,4030.3%ETFSPROTT PHYSICAL GOLD ETV$2880.0%12,0000.1%COMHDHome Depot$233$5 ▼-2.0%6360.1%Retail/WholesaleAAPDDirexion Daily AAPL Bear 1X Shares$1700.0%10,0000.1%ETFCALFPacer US Small Cap Cash Cows ETF$0$4,101 ▼-100.0%00.0%ETFCHKChesapeake Energy$0$3,693 ▼-100.0%00.0%EnergyAMZNAmazon.com$0$219 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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