0001279708-23-000002.txt : 20230214 0001279708-23-000002.hdr.sgml : 20230214 20230214162412 ACCESSION NUMBER: 0001279708-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MENLO ADVISORS LLC CENTRAL INDEX KEY: 0001279708 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10719 FILM NUMBER: 23629904 BUSINESS ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-688-0300 MAIL ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001279708 XXXXXXXX 12-31-2022 12-31-2022 MENLO ADVISORS LLC

525 MIDDLEFIELD ROAD STE 118 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-10719 N tracey seymour 6506880300 tracey seymour menlo park CA 02-14-2023 0 28 133086 false INFORMATION TABLE 2 inftable.xml BOA 7.25 SR L 7.25 PFD CONV CPUS 060505682 3460 2983 SH SOLE 0 0 2983 ABBOTT LABORATORIES COM 002824100 6016 54797 SH SOLE 0 0 54797 ABBVIE INC COM 00287y109 6141 38002 SH SOLE 0 0 38002 ACCURAY INC COM 004397105 20 10000 SH SOLE 0 0 10000 ALPHA ARCHTCT US QUNTV VAL ETF COM 02072l102 7926 246428 SH SOLE 0 0 246428 ALPHABET INC. CLASS A COM 02079k305 6147 69680 SH SOLE 0 0 69680 ALPHABET INC. CLASS C COM 02079k107 7424 83678 SH SOLE 0 0 83678 APPLE INC COM 037833100 7691 59196 SH SOLE 0 0 59196 BCE INC F COM 05534b760 1384 31510 SH SOLE 0 0 31510 BERKSHIRE HATHAWAY CLASS B COM 084670702 25322 81977 SH SOLE 0 0 81977 CISCO SYSTEMS INC COM 17275r102 4613 96843 SH SOLE 0 0 96843 CVS HEALTH CORP COM 126650100 6351 68158 SH SOLE 0 0 68158 EQUITY COMMONWEALTH COM 294628102 2104 84295 SH SOLE 0 0 84295 HOME DEPOT INC COM 437076102 200 636 SH SOLE 0 0 636 HOWARD HUGHES CORP COM 44267d107 1424 18635 SH SOLE 0 0 18635 KIMBERLY CLARK CORP COM 494368103 2526 18612 SH SOLE 0 0 18612 KKR & CO INC COM 48251w104 3646 78555 SH SOLE 0 0 78555 LIBERTY MEDIA CORP SERIES C LI COM 531229607 1521 38892 SH SOLE 0 0 38892 MASTEC INC COM 576323109 2329 27305 SH SOLE 0 0 27305 MICROSOFT CORP COM 594918104 7102 29615 SH SOLE 0 0 29615 ROYCE VALUE CF COM 780910105 2397 180789 SH SOLE 0 0 180789 SOUTHWESTERN ENERGY COM 845467109 3064 523790 SH SOLE 0 0 523790 SPROTT URANIUM MINERS ETF COM 85208p303 2521 79429 SH SOLE 0 0 79429 TESLA INC COM 88160r101 2767 22468 SH SOLE 0 0 22468 WALT DISNEY CO COM 254687106 2065 23778 SH SOLE 0 0 23778 WISDOMTREE US QLT DIV GRW ETF COM 97717x669 1249 20705 SH SOLE 0 0 20705 SPDR GOLD SHARES ETF UIUS 78463v107 9231 54417 SH SOLE 0 0 54417 VANECK GOLD MINERS ETF UIUS 92189f106 6445 224878 SH SOLE 0 0 224878