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CIK: 0001760263
Total reported value
$546.2M
$546.2M
100 檔
22.0%
At the close of Q2 2024, Hamilton Wealth, LLC disclosed equity holdings valued at approximately $546.2M, spread across 100 reported holdings.
During Q2 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 AAPL, AMZN, MSFT) accounted for 22.0% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.65% | +0.45% | +6.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.74% | +0.23% | -12.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.40% | -0.24% | -2.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.12% | +0.56% | -2.20% | |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 5.44% | -0.35% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.25% | -0.34% | +0.02% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-Other | 4.00% | — | +22.08% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.74% | — | +27.87% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 3.65% | +0.01% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.15% | +0.27% | +2916.42% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.90% | -0.92% | -2.12% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-Other | 2.43% | -0.09% | +3.10% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 2.35% | -0.85% | +8.22% | |
| 14 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 2.26% | -0.62% | — | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.14% | +1.18% | -3.47% | |
| 16 | CMF | Ishares California Muni Bond | ETF-Other | 2.00% | +0.01% | +348.32% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.97% | +0.83% | -30.51% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.92% | — | +0.43% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.87% | -0.16% | +2.19% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.81% | +0.93% | +0.91% | |
| 21 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.72% | — | -3.94% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | -0.07% | +1.85% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.54% | — | -36.92% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.48% | -0.06% | +11.17% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.48% | — | -0.59% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.32% | +0.02% | +56.64% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.23% | — | +1.15% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.17% | -0.07% | -3.68% | |
| 29 | MRNA | Moderna Inc | Stock-Healthcare | 1.09% | +0.22% | -0.78% | |
| 30 | ✓ | Direxion Shs ETF Tr | ETF-Other | 1.07% | — | +2428.46% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | -0.03% | +18.52% | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.94% | -0.07% | EXIT | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | -0.29% | +2.73% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | +0.16% | -2.14% | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.72% | -1.04% | EXIT | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.02% | -27.08% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.25% | +10.67% | |
| 38 | FSLR | First Solar Inc | Stock-Tech | 0.58% | — | -2.56% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.57% | — | -2.16% | |
| 40 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.44% | — | +348.34% | |
| 41 | TZA | Dirx Dly Smal Cap B3x Etf-ui | ETF-Other | 0.42% | — | — | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.38% | — | +44.99% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | +4.12% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | — | +20.99% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.01% | +26.67% | |
| 46 | UGL | Proshares Ultra Gold | ETF-Commodities | 0.20% | -0.05% | +214.50% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.18% | +0.04% | +1.11% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.01% | — | |
| 49 | AMLP | Alerian Mlp ETF | ETF-Other | 0.16% | -0.01% | +13.76% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +1.11% | -0.53% |
According to official SEC Form 13F filings, Hamilton Wealth, LLC reported a total U.S. public equity portfolio value of $546.2M across 100 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Hamilton Wealth, LLC's top holdings by market value included AAPL (7.7%)、AMZN (6.7%)、MSFT (6.4%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q2 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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