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CIK: 0001760263
Total reported value
$546.2M
$546.2M
97 檔
27.3%
The Q4 2024 SEC filing reveals that Hamilton Wealth, LLC held a total portfolio value of $546.2M, covering 97 public equity positions.
In Q4 2024, Hamilton Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SMTH, AAPL, AMZN) accounted for 27.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 9.83% | -0.35% | +22.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.14% | +0.45% | -1.27% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.78% | +0.23% | -2.96% | |
| 4 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 5.71% | +0.01% | +121.32% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.71% | +0.56% | -2.94% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.51% | -0.24% | -1.64% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 4.73% | — | +19.34% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.92% | +0.27% | -1.89% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.40% | -0.34% | +0.50% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.05% | +0.83% | +1.10% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.96% | -0.92% | +0.88% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.74% | -0.85% | +2.78% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.19% | -3.01% | — | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.06% | — | +414.84% | |
| 15 | VPU | Vanguard Utilities ETF | ETF-Other | 1.92% | -0.16% | -6.27% | |
| 16 | PHO | Invesco Water Resources ETF | ETF-Other | 1.84% | -0.09% | -0.48% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.73% | +0.93% | +89.92% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.54% | -0.25% | -1.62% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.50% | -0.07% | +24.09% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | -0.07% | -1.91% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | -0.06% | -2.61% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.35% | +0.02% | -7.82% | |
| 23 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.16% | -0.07% | EXIT | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.12% | — | -2.76% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.29% | +1.41% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +1.11% | +12.57% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.01% | +1.18% | -0.96% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.98% | -1.03% | EXIT | |
| 29 | TQQQ | ProShares UltraPro QQQ | ETF-Other | 0.96% | — | — | |
| 30 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.94% | — | — | |
| 31 | DTCR | Global X Data Center & Digit | ETF-Other | 0.87% | — | — | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.80% | +0.09% | NEW | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.79% | -1.04% | EXIT | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | +0.31% | -5.44% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -9.54% | |
| 36 | BNTX | Biontech Se-adr | Stock-Other | 0.60% | — | -4.96% | |
| 37 | UGL | Proshares Ultra Gold | ETF-Commodities | 0.54% | -0.05% | +110.89% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.02% | -27.09% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | +0.16% | -33.43% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.01% | +7.31% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.32% | +0.01% | -54.72% | |
| 42 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.30% | — | +210.79% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | -12.24% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.23% | +2.18% | +33.69% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.01% | +2.59% | |
| 46 | MRVL | Marvell Technology Inc | Stock-Tech | 0.22% | — | — | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.22% | — | -3.49% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.20% | -0.04% | +196.30% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.06% | +38.46% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.02% | -1.00% |
According to official SEC Form 13F filings, Hamilton Wealth, LLC reported a total U.S. public equity portfolio value of $546.2M across 97 disclosed positions in Q4 2024.
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Top New Position Initiated
SMTH
市值: $40.6M
During Q4 2024, Hamilton Wealth, LLC's top holdings by market value included SMTH (9.8%)、AAPL (8.1%)、AMZN (6.8%). The largest single position, SMTH, represented 9.8% of total portfolio value.
In Q4 2024, Hamilton Wealth, LLC made 50 total portfolio adjustments, initiating 50 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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