Hollow Brook Wealth Management LLC Portfolio Holdings
Hollow Brook Wealth Management LLC
- $334 Million
- Q3 2024
Hollow Brook Wealth Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $334 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $60.6M, Berkshire Hathaway Inc Class B with a value of $19.5M, Microsoft Corp with a value of $16M, Apple Inc. with a value of $13.5M, and Procter & Gamble CO with a value of $11.7M.
Examining the 13F form we can see an increase of $41.4M in the current position value, from $292M to 334M.
Below you can find more details about Hollow Brook Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$334 Million
ETFs: $121 Million
Technology: $44.5 Million
Healthcare: $30.2 Million
Financial Services: $29.4 Million
Energy: $27.4 Million
Industrials: $21.5 Million
Utilities: $20.8 Million
Consumer Defensive: $18.6 Million
Other: $20.2 Million