0001279708-23-000004.txt : 20230413 0001279708-23-000004.hdr.sgml : 20230413 20230412192436 ACCESSION NUMBER: 0001279708-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230412 EFFECTIVENESS DATE: 20230413 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: 23816779 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 03-31-2023 03-31-2023 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 04-12-2023 0 29 145667 false INFORMATION TABLE 2 inftable.xml BOA 7.25 SR L 7.25 PFD CONV CPUS 060505682 1923 1647 SH SOLE 0 0 1647 ABBOTT LABORATORIES COM 002824100 5518 54497 SH SOLE 0 0 54497 ABBVIE INC COM 00287y109 6056 38002 SH SOLE 0 0 38002 ACCURAY INC COM 004397105 29 10000 SH SOLE 0 0 10000 ALPHA ARCHTCT US QUNTV VAL ETF COM 02072l102 8336 246428 SH SOLE 0 0 246428 ALPHABET INC. CLASS A COM 02079k305 7227 69680 SH SOLE 0 0 69680 ALPHABET INC. CLASS C COM 02079k107 8705 83703 SH SOLE 0 0 83703 APPLE INC COM 037833100 9761 59196 SH SOLE 0 0 59196 BCE INC F COM 05534b760 1411 31510 SH SOLE 0 0 31510 BERKSHIRE HATHAWAY CLASS B COM 084670702 24163 78258 SH SOLE 0 0 78258 CISCO SYSTEMS INC COM 17275r102 5062 96843 SH SOLE 0 0 96843 CVS HEALTH CORP COM 126650100 5029 67688 SH SOLE 0 0 67688 ENERGY SELECT SECTOR SPDR ETF COM 81369y506 3132 37824 SH SOLE 0 0 37824 EQUITY COMMONWEALTH COM 294628102 1744 84230 SH SOLE 0 0 84230 HOWARD HUGHES CORP COM 44267d107 1490 18635 SH SOLE 0 0 18635 KIMBERLY CLARK CORP COM 494368103 2498 18612 SH SOLE 0 0 18612 KKR & CO INC COM 48251w104 4075 77600 SH SOLE 0 0 77600 LIBERTY MEDIA CORP SERIES C LI COM 531229607 1052 37617 SH SOLE 0 0 37617 LOCKHEED MARTIN CORP COM 539830109 3917 8287 SH SOLE 0 0 8287 MASTEC INC COM 576323109 2564 27155 SH SOLE 0 0 27155 MICROSOFT CORP COM 594918104 8538 29615 SH SOLE 0 0 29615 ROYCE VALUE CF COM 780910105 2429 179010 SH SOLE 0 0 179010 SOUTHWESTERN ENERGY COM 845467109 2499 499940 SH SOLE 0 0 499940 SPROTT URANIUM MINERS ETF COM 85208p303 2517 80259 SH SOLE 0 0 80259 TESLA INC COM 88160r101 4661 22468 SH SOLE 0 0 22468 WALT DISNEY CO COM 254687106 2317 23148 SH SOLE 0 0 23148 WISDOMTREE US QLT DIV GRW ETF COM 97717x669 1771 28410 SH SOLE 0 0 28410 SPDR GOLD SHARES ETF UIUS 78463v107 9969 54412 SH SOLE 0 0 54412 VANECK GOLD MINERS ETF UIUS 92189f106 7274 224878 SH SOLE 0 0 224878