MondegarAI
Hollow Brook Wealth Management LLC

Q1 2025 · 13F-HR

Hollow Brook Wealth Management LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001865

$340.8M
Reported value
85
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$71.5M21.0%1,154,934CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.1M6.48%41,470CommonSOLE
464287432TLTISHARES TR$16.3M4.79%179,404CommonSOLE
594918104MSFTMICROSOFT CORP$12.6M3.70%33,563CommonSOLE
09073M104TECHBIO-TECHNE CORP$12.1M3.54%205,876CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.4M3.36%67,167CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.3M3.02%62,115CommonSOLE
037833100AAPLAPPLE INC$8.7M2.54%38,961CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$7.9M2.33%68,153CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$7.6M2.23%96,354CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$7.2M2.11%76,948CommonSOLE
166764100CVXCHEVRON CORP NEW$7.1M2.07%42,195CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$6.6M1.94%193,687CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.6M1.93%60,074CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.0M1.77%29,912CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$6.0M1.76%5,553,381CommonSOLE
02079K305GOOGLALPHABET INC$5.8M1.69%37,280CommonSOLE
92189H607OIHVANECK ETF TRUST$5.7M1.69%21,931CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.7M1.67%47,932CommonSOLE
803054204SAPSAP SE$5.5M1.60%20,368CommonSOLE
16115Q308GTLSCHART INDS INC$4.9M1.43%33,714CommonSOLE
931142103WMTWALMART INC$4.8M1.42%55,240CommonSOLE
74762E102QUREQUANTA SVCS INC$4.7M1.39%18,591CommonSOLE
001055102AFLAFLAC INC$4.7M1.38%42,243CommonSOLE
78463V107GLDSPDR GOLD TR$4.6M1.34%15,829CommonSOLE
464287200IVVISHARES TR$4.3M1.26%7,669CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$3.7M1.09%256,742CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.6M1.05%12,045CommonSOLE
717081103PFEPFIZER INC$3.4M1.00%134,247CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.3M0.98%10,690CommonSOLE
002824100ABTABBOTT LABS$3.2M0.93%23,996CommonSOLE
00130H105AESAES CORP$3.1M0.91%249,544CommonSOLE
78463X152NANRSPDR INDEX SHS FDS$3.0M0.87%53,642CommonSOLE
464287457SHYISHARES TR$2.8M0.84%34,414CommonSOLE
89151E109TTENTOTALENERGIES SE$2.8M0.83%43,921CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$2.4M0.71%190,477CommonSOLE
G25508105CRHCRH PLC$2.4M0.71%27,386CommonSOLE
29446M102EQNREQUINOR ASA$2.4M0.69%88,979CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.2M0.66%31,149CommonSOLE
72703H101PLNTPLANET FITNESS INC$2.2M0.64%22,459CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.58%10,429CommonSOLE
N07059210ASMLASML HOLDING N V$1.8M0.52%2,686CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.52%11,382CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.7M0.51%3,100PUTSOLE
78464A870XBISPDR SER TR$1.7M0.48%20,350CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.6M0.48%16,000CommonSOLE
92189F106GDXVANECK ETF TRUST$1.5M0.45%33,286CommonSOLE
257651109DCIDONALDSON INC$1.1M0.33%16,725CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.33%6,738CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$996,2740.29%1,781CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$990,9420.29%31,700CommonSOLE
464287507IJHISHARES TR$791,5180.23%13,565CommonSOLE
713448108PEPPEPSICO INC$747,7510.22%4,987CommonSOLE
00287Y109ABBVABBVIE INC$696,6540.20%3,325CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$634,8360.19%2,588CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$607,1370.18%3,558CommonSOLE
038222105AMATAPPLIED MATLS INC$586,7200.17%4,043CommonSOLE
143130102KMXCARMAX INC$542,0120.16%6,956CommonSOLE
375558103GILDGILEAD SCIENCES INC$496,8300.15%4,434CommonSOLE
191216100KOCOCA COLA CO$486,0850.14%6,787CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$471,3030.14%5,710CommonSOLE
464287614IWFISHARES TR$427,8920.13%1,185CommonSOLE
30303M102METAMETA PLATFORMS INC$427,6590.13%742CommonSOLE
66987V109NVSNOVARTIS AG$422,2860.12%3,788CommonSOLE
031162100AMGNAMGEN INC$408,7540.12%1,312CommonSOLE
464287598IWDISHARES TR$408,3070.12%2,170CommonSOLE
58933Y105MRKMERCK & CO INC$397,1880.12%4,425CommonSOLE
907818108UNPUNION PAC CORP$396,8830.12%1,680CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$374,8000.11%4,000CommonSOLE
11135F101AVGOBROADCOM INC$296,3510.09%1,770CommonSOLE
189054109CLXCLOROX CO DEL$281,6890.08%1,913CommonSOLE
756158101UTGREAVES UTIL INCOME FD$280,9180.08%8,633CommonSOLE
65339F101NEENEXTERA ENERGY INC$280,7240.08%3,960CommonSOLE
49177J102KVUEKENVUE INC$269,5350.08%11,240CommonSOLE
29273V100ETENERGY TRANSFER L P$268,9970.08%14,470CommonSOLE
00206R102TAT&T INC$266,0580.08%9,408CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$266,0340.08%3,306CommonSOLE
464287804IJRISHARES TR$264,5620.08%2,530CommonSOLE
64110L106NFLXNETFLIX INC$237,7950.07%255CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$234,7730.07%1,361CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$232,4890.07%5,676CommonSOLE
29250N105ENBENBRIDGE INC$232,2590.07%5,248CommonSOLE
25746U109DDOMINION ENERGY INC$221,4770.06%3,950CommonSOLE
532457108LLYELI LILLY & CO$219,6920.06%266CommonSOLE
20460L104SPWRCOMPLETE SOLARIA INC$59,5540.02%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.