Hollow Brook Wealth Management LLC
RIA/Wealth
Hollow Brook Wealth Management LLC is a RIA/Wealth based in Katonah, NY led by Alan Lee Bazaar, reporting $1.2B in AUM as of Q3 2025 with 52% concentrated in top 10 holdings and 23% allocation to GLDM.
CEOAlan Lee Bazaar
- Portfolio Value
- $422.7M
- Positions
- 104
- Top Holding
- GLDM at 22.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hollow Brook Wealth Management LLC's portfolio (51.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $95.4M | 22.58% | +$2.9M Bought | — 1.2M shares | |
Insurance - Diversified Financial Services | $22.2M | 5.25% | +$1.2M Bought | 0.00% 44.1K shares | |
Oil & Gas Exploration & Production Energy | $20.8M | 4.92% | +$20.8M Bought | 1.70% 803.0K shares | |
Software - Infrastructure Technology | $18.0M | 4.26% | +$672.8K Bought | 0.00% 34.7K shares | |
Drug Manufacturers - General Healthcare | $11.5M | 2.73% | -$76.4K Sold | 0.00% 62.1K shares | |
Consumer Electronics Technology | $10.8M | 2.55% | +$868.8K Bought | 0.00% 42.3K shares | |
ETF ETF | $10.7M | 2.53% | +$186.9K Bought | — 68.7K shares | |
Household & Personal Products Consumer Defensive | $10.3M | 2.43% | -$4.3K Sold | 0.00% 66.7K shares | |
Renewable Utilities Utilities | $9.9M | 2.35% | +$71.4K Bought | 0.01% 30.1K shares | |
Biotechnology Healthcare | $9.7M | 2.30% | +$4.0M Bought | 0.11% 174.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hollow Brook Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-6.73% |
Analytics
Portfolio insights and performance metrics for Hollow Brook Wealth Management LLC
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