Menlo Advisors LLC Portfolio Holdings
Menlo Advisors LLC
- $196 Million
- Q4 2024
Menlo Advisors LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $29.2M, Alphabet Inc. with a value of $15M, Spdr Gold Trust with a value of $14.8M, Apple Inc. with a value of $13.7M, and Alphabet Inc. with a value of $12.3M.
Examining the 13F form we can see an increase of $1.74M in the current position value, from $194M to 196M.
Below you can find more details about Menlo Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $54.9 Million
Financial Services: $41.2 Million
Technology: $31.1 Million
Communication Services: $27.3 Million
Healthcare: $18.1 Million
Consumer Cyclical: $8.98 Million
Industrials: $5.74 Million
Energy: $3.69 Million
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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