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Hollow Brook Wealth Management LLC

Q3 2024 · 13F-HR

Hollow Brook Wealth Management LLCholdings as filed

Filed 2024-11-14 · accession 0001172661-24-005078

$337.2M
Reported value
90
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$60.6M18.0%1,162,135CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$19.5M5.78%42,350CommonSOLE
594918104MSFTMICROSOFT CORP$16.0M4.76%37,283CommonSOLE
037833100AAPLAPPLE INC$13.5M4.01%57,981CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.7M3.47%67,515CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$10.7M3.17%5,532,951CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$8.5M2.51%32,499CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$8.2M2.42%71,090CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.9M2.36%49,055CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$7.8M2.31%96,354CommonSOLE
02079K305GOOGLALPHABET INC$7.8M2.31%46,898CommonSOLE
166764100CVXCHEVRON CORP NEW$7.2M2.12%48,653CommonSOLE
464287432TLTISHARES TR$6.9M2.03%69,889CommonSOLE
001055102AFLAFLAC INC$6.8M2.02%61,031CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$6.8M2.00%76,948CommonSOLE
92189H607OIHVANECK ETF TRUST$6.7M1.97%23,448CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.6M1.96%64,389CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.1M1.80%51,771CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.9M1.74%201,954CommonSOLE
74762E102QUREQUANTA SVCS INC$5.4M1.61%18,218CommonSOLE
00130H105AESAES CORP$5.2M1.53%257,293CommonSOLE
803054204SAPSAP SE$4.9M1.47%21,570CommonSOLE
931142103WMTWALMART INC$4.8M1.41%58,963CommonSOLE
16115Q308GTLSCHART INDS INC$4.4M1.31%35,643CommonSOLE
464287200IVVISHARES TR$4.4M1.29%7,548CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4.2M1.23%41,822CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.1M1.20%11,468CommonSOLE
78463V107GLDSPDR GOLD TR$3.9M1.16%16,145CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.5M1.03%12,925CommonSOLE
464287390ILFISHARES TR$3.3M0.97%126,592CommonSOLE
89151E109TTENTOTALENERGIES SE$3.1M0.93%47,973CommonSOLE
78463X152NANRSPDR INDEX SHS FDS$3.0M0.90%53,642CommonSOLE
023135106AMZNAMAZON COM INC$3.0M0.90%16,254CommonSOLE
002824100ABTABBOTT LABS$3.0M0.89%26,259CommonSOLE
464287457SHYISHARES TR$2.7M0.80%32,249CommonSOLE
G25508105CRHCRH PLC$2.7M0.79%28,849CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$2.5M0.75%20,362CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$2.4M0.71%217,178CommonSOLE
670100205NVONOVO-NORDISK A S$2.4M0.71%20,173CommonSOLE
N07059210ASMLASML HOLDING N V$2.3M0.69%2,797CommonSOLE
29446M102EQNREQUINOR ASA$2.2M0.65%86,647CommonSOLE
143130102KMXCARMAX INC$2.1M0.64%27,754CommonSOLE
78464A870XBISPDR SER TR$2.1M0.63%21,669CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$2.1M0.63%38,920CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.1M0.61%9,732CommonSOLE
02079K107GOOGALPHABET INC$2.1M0.61%12,270CommonSOLE
717081103PFEPFIZER INC$1.9M0.57%66,602CommonSOLE
72703H101PLNTPLANET FITNESS INC$1.8M0.54%22,459CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.5M0.46%16,000CommonSOLE
257651109DCIDONALDSON INC$1.2M0.37%16,725CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.2M0.35%6,738CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.34%2,015CommonSOLE
464287101OEFISHARES TR$1.0M0.31%3,754CommonSOLE
464287507IJHISHARES TR$1.0M0.30%16,455CommonSOLE
713448108PEPPEPSICO INC$890,2120.26%5,235CommonSOLE
038222105AMATAPPLIED MATLS INC$816,8880.24%4,043CommonSOLE
00287Y109ABBVABBVIE INC$656,6210.19%3,325CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$608,0620.18%1,779CommonSOLE
464287804IJRISHARES TR$502,5770.15%4,297CommonSOLE
191216100KOCOCA COLA CO$490,8990.15%6,787CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$475,8140.14%5,710CommonSOLE
907818108UNPUNION PAC CORP$466,8330.14%1,894CommonSOLE
464287614IWFISHARES TR$444,8250.13%1,185CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$436,0020.13%4,200CommonSOLE
66987V109NVSNOVARTIS AG$435,6960.13%3,788CommonSOLE
532457108LLYELI LILLY & CO$425,2510.13%480CommonSOLE
30303M102METAMETA PLATFORMS INC$424,7500.13%742CommonSOLE
58933Y105MRKMERCK & CO INC$423,3300.13%3,704CommonSOLE
031162100AMGNAMGEN INC$422,7400.13%1,312CommonSOLE
464287598IWDISHARES TR$411,8660.12%2,170CommonSOLE
375558103GILDGILEAD SCIENCES INC$371,7470.11%4,434CommonSOLE
65339F101NEENEXTERA ENERGY INC$334,7390.10%3,960CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$327,3850.10%10,021CommonSOLE
189054109CLXCLOROX CO DEL$311,6470.09%1,913CommonSOLE
11135F101AVGOBROADCOM INC$305,3250.09%1,770CommonSOLE
67066G104NVDANVIDIA CORPORATION$292,6930.09%2,410CommonSOLE
756158101UTGREAVES UTIL INCOME FD$283,2490.08%8,633CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$279,1240.08%1,510CommonSOLE
29273V100ETENERGY TRANSFER L P$232,2440.07%14,470CommonSOLE
25746U109DDOMINION ENERGY INC$228,2710.07%3,950CommonSOLE
149123101CATCATERPILLAR INC$227,6320.07%582CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$221,5230.07%1,379CommonSOLE
68389X105ORCLORACLE CORP$221,5200.07%1,300CommonSOLE
G7S00T104PNRPENTAIR PLC$219,6360.07%2,246CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$217,1640.06%5,676CommonSOLE
29250N105ENBENBRIDGE INC$213,4470.06%5,248CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$210,9100.06%954CommonSOLE
92826C839VVISA INC$210,6120.06%766CommonSOLE
00206R102TAT&T INC$206,9760.06%9,408CommonSOLE
872540109TJXTJX COS INC NEW$205,6950.06%1,750CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.