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Hollow Brook Wealth Management LLC

Q4 2023 · 13F-HR

Hollow Brook Wealth Management LLCholdings as filed

Filed 2024-02-05 · accession 0001172661-24-000458

$250.7M
Reported value
83
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$46.5M18.5%1,136,602CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.5M6.18%43,408CommonSOLE
594918104MSFTMICROSOFT CORP$11.8M4.71%31,376CommonSOLE
037833100AAPLAPPLE INC$10.3M4.10%53,398CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.6M3.03%48,450CommonSOLE
02079K305GOOGLALPHABET INC$6.4M2.56%45,959CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.2M2.49%53,330CommonSOLE
92189H607OIHVANECK ETF TRUST$6.1M2.44%19,776CommonSOLE
166764100CVXCHEVRON CORP NEW$6.0M2.41%40,521CommonSOLE
464287432TLTISHARES TR$6.0M2.38%60,361CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$5.7M2.27%61,637CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.5M2.21%87,437CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.5M2.19%65,372CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.4M2.15%204,121CommonSOLE
001055102AFLAFLAC INC$5.0M2.01%61,031CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.4M1.76%44,007CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$4.2M1.68%51,816CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$4.1M1.65%1,874,405CommonSOLE
00130H105AESAES CORP$4.1M1.65%214,680CommonSOLE
16115Q308GTLSCHART INDS INC$4.1M1.65%30,303CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.8M1.51%15,873CommonSOLE
464287200IVVISHARES TR$3.6M1.43%7,498CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.5M1.40%10,010CommonSOLE
78463V107GLDSPDR GOLD TR$3.4M1.34%17,566CommonSOLE
74762E102QUREQUANTA SVCS INC$3.3M1.33%15,444CommonSOLE
464287390ILFISHARES TR$3.2M1.28%110,298CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.1M1.22%63,825CommonSOLE
803054204SAPSAP SE$2.9M1.14%18,522CommonSOLE
931142103WMTWALMART INC$2.7M1.08%17,098CommonSOLE
89151E109TTENTOTALENERGIES SE$2.6M1.04%38,059CommonSOLE
78463X152NANRSPDR INDEX SHS FDS$2.5M0.99%48,763CommonSOLE
002824100ABTABBOTT LABS$2.5M0.98%22,432CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$2.3M0.91%20,362CommonSOLE
143130102KMXCARMAX INC$2.1M0.85%27,754CommonSOLE
023135106AMZNAMAZON COM INC$2.1M0.85%14,004CommonSOLE
29446M102EQNREQUINOR ASA$2.1M0.84%66,637CommonSOLE
670100205NVONOVO-NORDISK A S$2.0M0.80%19,428CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$1.9M0.76%186,003CommonSOLE
464287457SHYISHARES TR$1.9M0.74%22,600CommonSOLE
N07059210ASMLASML HOLDING N V$1.8M0.73%2,405CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.8M0.71%10,420CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.7M0.69%31,602CommonSOLE
717081103PFEPFIZER INC$1.7M0.67%58,326CommonSOLE
78464A870XBISPDR SER TR$1.7M0.67%18,708CommonSOLE
72703H101PLNTPLANET FITNESS INC$1.6M0.65%22,459CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$1.4M0.57%312,196CommonSOLE
257651109DCIDONALDSON INC$1.1M0.44%16,725CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.1M0.43%16,000CommonSOLE
713448108PEPPEPSICO INC$1.0M0.41%6,014CommonSOLE
464287507IJHISHARES TR$912,1010.36%3,291CommonSOLE
464287101OEFISHARES TR$908,7510.36%4,068CommonSOLE
02079K107GOOGALPHABET INC$820,2130.33%5,820CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$717,7380.29%2,434CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$704,0080.28%6,738CommonSOLE
038222105AMATAPPLIED MATLS INC$655,2490.26%4,043CommonSOLE
11135F101AVGOBROADCOM INC$649,6580.26%582CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$558,4890.22%1,175CommonSOLE
464287614IWFISHARES TR$505,0810.20%1,666CommonSOLE
742718109PGPROCTER AND GAMBLE CO$495,7450.20%3,383CommonSOLE
907818108UNPUNION PAC CORP$486,3280.19%1,980CommonSOLE
00287Y109ABBVABBVIE INC$484,2810.19%3,125CommonSOLE
464287804IJRISHARES TR$465,1500.19%4,297CommonSOLE
191216100KOCOCA COLA CO$429,5410.17%7,289CommonSOLE
58933Y105MRKMERCK & CO INC$388,0850.15%3,530CommonSOLE
66987V109NVSNOVARTIS AG$382,4740.15%3,788CommonSOLE
92826C839VVISA INC$350,4310.14%1,346CommonSOLE
031162100AMGNAMGEN INC$339,8640.14%1,180CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$318,8400.13%4,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$291,6360.12%3,600CommonSOLE
437076102HDHOME DEPOT INC$283,4780.11%818CommonSOLE
858586100SCLSTEPAN CO$278,4500.11%2,945CommonSOLE
872540109TJXTJX COS INC NEW$272,0490.11%2,900CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$251,6530.10%478CommonSOLE
189054109CLXCLOROX CO DEL$244,2570.10%1,713CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$233,8240.09%1,510CommonSOLE
756158101UTGREAVES UTIL INCOME FD$230,8460.09%8,633CommonSOLE
G29183103ETNEATON CORP PLC$230,2240.09%956CommonSOLE
46432F339QUALISHARES TR$220,7080.09%1,499CommonSOLE
384109104GGGGRACO INC$219,5900.09%2,531CommonSOLE
29273V100ETENERGY TRANSFER L P$199,6860.08%14,470CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$152,7750.06%10,500CommonSOLE
92922P106WTIW & T OFFSHORE INC$66,8300.03%20,500CommonSOLE
20460L104SPWRCOMPLETE SOLARIA INC$61,6670.02%38,422CommonSOLE

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.