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Hollow Brook Wealth Management LLC

Q3 2023 · 13F-HR

Hollow Brook Wealth Management LLCholdings as filed

Filed 2023-11-14 · accession 0001172661-23-003942

$239.6M
Reported value
84
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$42.0M17.6%1,146,878CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.3M6.37%43,593CommonSOLE
594918104MSFTMICROSOFT CORP$9.6M3.99%30,301CommonSOLE
037833100AAPLAPPLE INC$9.1M3.80%53,189CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.8M3.26%50,173CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$6.9M2.88%252,484CommonSOLE
166764100CVXCHEVRON CORP NEW$6.7M2.81%39,965CommonSOLE
001055102AFLAFLAC INC$6.5M2.72%84,988CommonSOLE
92189H607OIHVANECK ETF TRUST$6.4M2.68%18,613CommonSOLE
02079K305GOOGLALPHABET INC$6.0M2.50%45,824CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.9M2.44%53,689CommonSOLE
143130102KMXCARMAX INC$5.6M2.32%78,560CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$5.2M2.16%1,785,757CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$5.2M2.16%57,202CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$4.9M2.05%61,629CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.8M2.02%53,569CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.7M1.95%79,192CommonSOLE
16115Q308GTLSCHART INDS INC$3.9M1.64%23,301CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.7M1.55%15,722CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.4M1.40%44,640CommonSOLE
464287200IVVISHARES TR$3.2M1.34%7,498CommonSOLE
78463V107GLDSPDR GOLD TR$3.2M1.33%18,601CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.2M1.32%10,326CommonSOLE
24790A101DENBURY INC$3.1M1.31%31,965CommonSOLE
74762E102QUREQUANTA SVCS INC$2.8M1.19%15,180CommonSOLE
464287390ILFISHARES TR$2.8M1.15%107,683CommonSOLE
931142103WMTWALMART INC$2.7M1.14%17,078CommonSOLE
72703H101PLNTPLANET FITNESS INC$2.7M1.13%55,082CommonSOLE
89151E109TTENTOTALENERGIES SE$2.5M1.03%36,986CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.4M0.99%63,991CommonSOLE
803054204SAPSAP SE$2.4M0.99%18,382CommonSOLE
00130H105AESAES CORP$2.2M0.91%143,963CommonSOLE
002824100ABTABBOTT LABS$2.2M0.90%22,202CommonSOLE
78463X152NANRSPDR INDEX SHS FDS$2.1M0.89%40,358CommonSOLE
29446M102EQNREQUINOR ASA$2.1M0.88%64,652CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.86%17,537CommonSOLE
023135106AMZNAMAZON COM INC$1.8M0.74%14,004CommonSOLE
464287457SHYISHARES TR$1.8M0.74%21,835CommonSOLE
670100205NVONOVO-NORDISK A S$1.8M0.74%19,428CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$1.8M0.74%318,215CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.7M0.73%30,810CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.72%3,384CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.5M0.63%10,433CommonSOLE
717081103PFEPFIZER INC$1.5M0.63%45,285CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.60%16,524CommonSOLE
N07059210ASMLASML HOLDING N V$1.4M0.58%2,378CommonSOLE
78464A870XBISPDR SER TR$1.4M0.57%18,749CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.48%4,900CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.1M0.45%16,000CommonSOLE
257651109DCIDONALDSON INC$1.0M0.44%17,557CommonSOLE
713448108PEPPEPSICO INC$1.0M0.43%6,014CommonSOLE
464287507IJHISHARES TR$821,3200.34%3,291CommonSOLE
464287101OEFISHARES TR$819,1970.34%4,068CommonSOLE
02079K107GOOGALPHABET INC$717,2640.30%5,440CommonSOLE
038222105AMATAPPLIED MATLS INC$559,7530.23%4,043CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$504,1490.21%1,175CommonSOLE
742718109PGPROCTER AND GAMBLE CO$493,4440.21%3,383CommonSOLE
11135F101AVGOBROADCOM INC$483,3980.20%582CommonSOLE
00287Y109ABBVABBVIE INC$465,8130.19%3,125CommonSOLE
244199105DEDEERE & CO$447,2800.19%1,181CommonSOLE
464287614IWFISHARES TR$443,9950.19%1,666CommonSOLE
58933Y105MRKMERCK & CO INC$436,9080.18%4,214CommonSOLE
191216100KOCOCA COLA CO$411,3910.17%7,289CommonSOLE
464287804IJRISHARES TR$406,1730.17%4,297CommonSOLE
907818108UNPUNION PAC CORP$403,1870.17%1,980CommonSOLE
66987V109NVSNOVARTIS AG$385,8460.16%3,788CommonSOLE
05580M108RILYB. RILEY FINANCIAL INC$336,6100.14%8,212CommonSOLE
031162100AMGNAMGEN INC$317,1370.13%1,180CommonSOLE
92826C839VVISA INC$309,5930.13%1,346CommonSOLE
09228F103BBBLACKBERRY LTD$303,3240.13%64,400CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$284,4400.12%4,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$269,7840.11%3,600CommonSOLE
872540109TJXTJX COS INC NEW$257,7520.11%2,900CommonSOLE
437076102HDHOME DEPOT INC$247,1670.10%818CommonSOLE
65339F101NEENEXTERA ENERGY INC$244,0550.10%4,260CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$241,0030.10%478CommonSOLE
189054109CLXCLOROX CO DEL$224,5060.09%1,713CommonSOLE
29250N105ENBENBRIDGE INC$222,1500.09%6,666CommonSOLE
858586100SCLSTEPAN CO$220,7870.09%2,945CommonSOLE
46432F339QUALISHARES TR$215,7820.09%1,631CommonSOLE
756158101UTGREAVES UTIL INCOME FD$212,8030.09%8,633CommonSOLE
G29183103ETNEATON CORP PLC$203,8960.09%956CommonSOLE
29273V100ETENERGY TRANSFER L P$203,0140.08%14,470CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$155,0850.06%10,500CommonSOLE

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.