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CIK: 0001760263
Total reported value
$546.2M
$546.2M
101 檔
19.4%
The Q1 2024 SEC filing reveals that Hamilton Wealth, LLC held a total portfolio value of $546.2M, covering 101 public equity positions.
During Q1 2024, Hamilton Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 19.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.37% | +0.23% | +1.20% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.16% | -0.24% | +3.92% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.81% | +0.45% | +3.57% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.02% | +0.56% | +4.43% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.75% | -0.34% | -27.72% | |
| 6 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.97% | — | -17.05% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.48% | — | +3.29% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.29% | -0.92% | +6.33% | |
| 9 | PHO | Invesco Water Resources ETF | ETF-Other | 2.81% | -0.09% | +1.57% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.69% | +1.18% | -7.11% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.58% | +0.83% | — | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.56% | — | +102.88% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 2.41% | -0.85% | +3.44% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.26% | — | — | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.12% | — | -48.60% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-Other | 2.05% | -0.16% | +35.56% | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.00% | — | — | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.74% | +0.93% | +48.68% | |
| 19 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 1.69% | +0.02% | +1.99% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.56% | -0.06% | -2.70% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | -0.07% | +22.56% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.42% | -0.07% | -4.65% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.42% | — | +8.10% | |
| 24 | USD | Proshares Ultra Semiconduct | ETF-Other | 1.37% | — | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.18% | — | — | |
| 26 | MRNA | Moderna Inc | Stock-Healthcare | 1.14% | +0.22% | -52.50% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.13% | -1.03% | EXIT | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | +0.16% | -1.71% | |
| 29 | DIG | Proshares Ultra Energy | ETF-Other | 1.09% | — | +5.91% | |
| 30 | DUSL | Direxi Dly Ind Bl 3x Etf-usi | ETF-Other | 1.04% | — | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.03% | +4.48% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.98% | -0.02% | +109.93% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.95% | +0.02% | +61.05% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.92% | -0.07% | EXIT | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | -0.29% | +0.10% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.27% | +0.29% | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.70% | -1.04% | EXIT | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.68% | — | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.67% | -0.25% | -48.92% | |
| 40 | UYG | Proshares Ultra Financials | ETF-Other | 0.53% | — | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.52% | +0.01% | +171.60% | |
| 42 | FSLR | First Solar Inc | Stock-Tech | 0.52% | — | -50.04% | |
| 43 | MSOS | Advisorshares Pure US Cann | ETF-Other | 0.50% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.01% | -7.47% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | — | -73.94% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | — | -6.62% | |
| 47 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.27% | — | — | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.24% | — | -9.63% | |
| 49 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.23% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.01% | +13.76% |
According to official SEC Form 13F filings, Hamilton Wealth, LLC reported a total U.S. public equity portfolio value of $546.2M across 101 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Hamilton Wealth, LLC's top holdings by market value included AMZN (8.4%)、MSFT (7.2%)、AAPL (6.8%). The largest single position, AMZN, represented 8.4% of total portfolio value.
In Q1 2024, Hamilton Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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