Hamilton Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed June 10, 2024), Hamilton Wealth, LLC reported 101 stock positions worth $320.4 million. Its top holding was Amazon.com (AMZN) at 8.4% of the portfolio, followed by Microsoft (MSFT, 7.2%) and Apple (AAPL, 6.8%). Compared with Q4 2023, it opened 34 new positions, sold out of 25, added to 28 and reduced 37. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Vanguard Int High DVD YLD (VYMI, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001760263
- Portfolio Value
- $320.4M (Q1 2024)
- SEC Filing
- 0001172661-24-002561 ↗ filed Jun 10, 2024
Holdings Value
Holdings 101 stocks · $320.4M
| AMZN Amazon.com Inc. | 8.37% | 148,770 | $26.8M | Add +1.2% |
| MSFT Microsoft Corp. | 7.16% | 54,555 | $23.0M | Add +3.9% |
| AAPL Apple Inc. | 6.80% | 127,166 | $21.8M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 6.02% | 127,828 | $19.3M | Add +4.4% |
| META Meta Platforms Inc. Class A | 4.75% | 31,375 | $15.2M | Reduce -27.7% |
| EDV Vanguard Extended Dur Treas | 3.97% | 165,920 | $12.7M | Reduce -17.1% |
| VFH Vanguard Financials ETF | 3.48% | 108,860 | $11.1M | Add +3.3% |
| GLD SPDR Gold Shares | 3.29% | 51,224 | $10.5M | Add +6.3% |
| PHO Invesco Water Resources ETF | 2.81% | 135,038 | $9.0M | Add +1.6% |
| IHI iShares U.S. Medical Devices | 2.69% | 147,124 | $8.6M | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.58% | 60,827 | $8.3M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 2.56% | 63,856 | $8.2M | Add +102.9% |
| IAU iShares Gold Trust | 2.41% | 183,654 | $7.7M | Add +3.4% |
| VZ Verizon Communications Inc. | 2.26% | 172,236 | $7.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.12% | 55,633 | $6.8M | Reduce -48.6% |
| VPU Vanguard Utilities ETF | 2.05% | 46,086 | $6.6M | Add +35.6% |
| DXJ Wisdomtree Japan Hedged Eq | 2.00% | 58,970 | $6.4M | New |
| PANW Palo Alto Networks Inc. | 1.74% | 19,655 | $5.6M | Add +48.7% |
| ZBH Zimmer Biomet Holdings Inc. | 1.69% | 40,943 | $5.4M | Add +2.0% |
| BND Vanguard Total Bond Market | 1.56% | 68,950 | $5.0M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 1.55% | 32,532 | $5.0M | Add +22.6% |
| BOND PIMCO Active Bond Exchange-T | 1.42% | 49,700 | $4.6M | Reduce -4.7% |
| SHY iShares 1-3 Year Treasury Bo | 1.42% | 55,559 | $4.5M | Add +8.1% |
| USD Proshares Ultra Semiconduct | 1.37% | 44,365 | $4.4M | New |
| EWJ iShares MSCI Japan ETF | 1.18% | 52,858 | $3.8M | New |
| MRNA Moderna Inc. | 1.14% | 34,294 | $3.7M | Reduce -52.5% |
| BMY Bristol-Myers Squibb Co. | 1.13% | 66,548 | $3.6M | Add +106.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.09% | 47,149 | $3.5M | Reduce -1.7% |
| DIG Proshares Ultra Energy | 1.09% | 76,328 | $3.5M | Add +5.9% |
| DUSL Direxi DLY Ind BL 3X ETF-Usi | 1.04% | 58,821 | $3.3M | New |
| MRK Merck & Co. Inc. | 0.99% | 24,124 | $3.2M | Add +4.5% |
| MUB iShares National Muni Bond E | 0.98% | 29,214 | $3.1M | Add +109.9% |
| GSLC Goldman Activebeta US LC ETF | 0.95% | 29,347 | $3.0M | Add +61.0% |
| SPOT Spotify Technology SA | 0.92% | 11,196 | $3.0M | Reduce -0.0% |
| NFLX Netflix Inc. | 0.92% | 4,839 | $2.9M | Add +0.1% |
| NVDA Nvidia Corp. | 0.89% | 3,142 | $2.8M | Add +0.3% |
| MELI MercadoLibre Inc. | 0.70% | 1,480 | $2.2M | Reduce -11.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.68% | 23,423 | $2.2M | New |
| GILD Gilead Sciences Inc. | 0.67% | 29,220 | $2.1M | Reduce -48.9% |
| UYG Proshares Ultra Financials | 0.53% | 25,052 | $1.7M | New |
| CMF iShares California Muni Bond | 0.52% | 29,175 | $1.7M | Add +171.6% |
| FSLR First Solar Inc. | 0.52% | 9,878 | $1.7M | Reduce -50.0% |
| MSOS Advisorshares Pure US Cann | 0.50% | 161,050 | $1.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 4,152 | $1.1M | Reduce -7.5% |
| EFA iShares MSCI Eafe ETF | 0.33% | 13,309 | $1.1M | Reduce -73.9% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 16,874 | $980K | Reduce -6.6% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.27% | 15,949 | $869K | New |
| IEF iShares 7-10 Year Treasury B | 0.24% | 8,218 | $778K | Reduce -9.6% |
| KWEB Kranesh Csi China Internet | 0.23% | 28,573 | $750K | New |
| JPM JPMorgan Chase & Co. | 0.21% | 3,299 | $661K | Add +13.8% |
| IEMG iShares Core MSCI Emerging | 0.20% | 12,529 | $646K | Reduce -54.3% |
| CAT Caterpillar Inc. | 0.19% | 1,686 | $618K | New |
| NEE Nextera Energy Inc. | 0.19% | 9,662 | $617K | Add +158.3% |
| PFE Pfizer Inc. | 0.18% | 20,466 | $568K | Reduce -91.7% |
| AMLP Alerian MLP ETF | 0.16% | 10,982 | $521K | Add +90.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 2,790 | $510K | Reduce -25.3% |
| AVGO Broadcom Inc. | 0.16% | 375 | $497K | Reduce -10.3% |
| CB Chubb Ltd. | 0.15% | 1,862 | $482K | Reduce -0.2% |
| THC Tenet Healthcare Corp. | 0.15% | 4,466 | $469K | New |
| SMH Vaneck Semiconductor ETF | 0.14% | 2,048 | $461K | Reduce -93.2% |
| REGN Regeneron Pharmaceuticals | 0.14% | 461 | $444K | Add +72.0% |
| LLY Eli Lilly & Co. | 0.14% | 569 | $443K | Reduce -0.9% |
| SE Sea Ltd.-ADR | 0.14% | 8,100 | $435K | New |
| COST Costco Wholesale Corp. | 0.14% | 593 | $435K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,014 | $426K | Add +5.2% |
| RTX RTX Corp. | 0.13% | 4,278 | $417K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.13% | 9,675 | $412K | New |
| PAVE Global X US Infrastructure | 0.13% | 10,122 | $403K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 1,136 | $391K | Reduce -3.1% |
| SIRI Sirius XM Holdings Inc. | 0.12% | 100,262 | $389K | No change |
| CCJ Cameco Corp. | 0.12% | 8,978 | $389K | Add +76.3% |
| IGLD FT Vest Gold Strategy Target | 0.12% | 19,582 | $386K | Reduce -25.6% |
| TSLA Tesla Inc. | 0.12% | 2,190 | $385K | Reduce -40.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.11% | 7,332 | $367K | Reduce -86.5% |
| AIG American International Group | 0.11% | 4,680 | $366K | New |
| ACWI iShares MSCI Acwi ETF | 0.11% | 3,274 | $361K | Reduce -0.1% |
| HYD Vaneck High Yield Muni ETF | 0.11% | 6,808 | $356K | New |
| XLE SS Energy Select Sector | 0.10% | 3,542 | $334K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 319 | $310K | Reduce -2.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.09% | 6,171 | $303K | Reduce -93.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 534 | $279K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.08% | 3,950 | $272K | Reduce -98.2% |
| ANET Arista Networks Inc. | 0.08% | 907 | $263K | New |
| AAPD Direxion Daily Aapl Bear 1X | 0.08% | 11,440 | $259K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 4,266 | $250K | New |
| DHI D.R. Horton Inc. | 0.08% | 1,513 | $249K | Reduce -59.0% |
| BSX Boston Scientific Corp. | 0.08% | 3,624 | $248K | Reduce -1.4% |
| LIN Linde PLC | 0.08% | 533 | $247K | Reduce -45.3% |
| DVA Davita Inc. | 0.08% | 1,760 | $243K | New |
| CLX Clorox Company | 0.07% | 1,523 | $233K | New |
| STLD Steel Dynamics Inc. | 0.07% | 1,475 | $219K | New |
| UGL Proshares Ultra Gold | 0.07% | 3,000 | $217K | New |
| GSK GSK PLC-Spon ADR | 0.07% | 5,023 | $215K | New |
| LDOS Leidos Holdings Inc. | 0.07% | 1,623 | $213K | New |
| TRNS Transcat Inc. | 0.07% | 1,900 | $212K | New |
| MCK McKesson Corp. | 0.07% | 391 | $210K | Reduce -15.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 5,484 | $208K | Reduce -27.5% |
| DIREXION SHS ETF TR | 0.06% | 26,905 | $207K | New |
| PBR Petroleo Brasileiro-Spon ADR | 0.05% | 10,000 | $152K | New |
| BYRN Byrna Technologies Inc. | 0.05% | 10,500 | $146K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -98.2% | 0.08% | −4.52 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −4.02 |
| PFE Pfizer Inc. | Reduce -91.7% | 0.18% | −2.07 |
| SMH Vaneck Semiconductor ETF | Reduce -93.2% | 0.14% | −1.52 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -93.9% | 0.09% | −1.44 |
| EDV Vanguard Extended Dur Treas | Reduce -17.1% | 3.97% | −1.13 |
| MRNA Moderna Inc. | Reduce -52.5% | 1.14% | −1.12 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.98 |
| DIS The Walt Disney Co. | Reduce -48.6% | 2.12% | −0.95 |
| EFA iShares MSCI Eafe ETF | Reduce -73.9% | 0.33% | −0.88 |
| GILD Gilead Sciences Inc. | Reduce -48.9% | 0.67% | −0.79 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -86.5% | 0.11% | −0.74 |
| FSLR First Solar Inc. | Reduce -50.0% | 0.52% | −0.55 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.53 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.45 |
| MMCA Nylim Mackay California Muni | Sold out | 0.00% | −0.41 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.31 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.29 |
| IEMG iShares Core MSCI Emerging | Reduce -54.3% | 0.20% | −0.23 |
| TSLA Tesla Inc. | Reduce -40.3% | 0.12% | −0.17 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.15 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.13 |
| MELI MercadoLibre Inc. | Reduce -11.1% | 0.70% | −0.12 |
| INTC Intel Corp. | Sold out | 0.00% | −0.11 |
| DHI D.R. Horton Inc. | Reduce -59.0% | 0.08% | −0.10 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.09 |
| BOND PIMCO Active Bond Exchange-T | Reduce -4.7% | 1.42% | −0.09 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -27.7% | 4.75% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -2.7% | 1.56% | −0.08 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.08 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.07 |
| XYZ Block Inc. | Sold out | 0.00% | −0.07 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Sold out | 0.00% | −0.07 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.07 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.06 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| AES AES Corp. | Sold out | 0.00% | −0.06 |
| PROSHARES VIX SHORT-TERM FUT | Sold out | 0.00% | −0.05 |
| LIN Linde PLC | Reduce -45.3% | 0.08% | −0.05 |
| PROSHARES TR | Sold out | 0.00% | −0.05 |
| PROSHARES TR II | Reduce -39.0% | 0.03% | −0.04 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -25.3% | 0.16% | −0.04 |
| IGLD FT Vest Gold Strategy Target | Reduce -25.6% | 0.12% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -9.6% | 0.24% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.6% | 0.31% | −0.03 |
| BAC Bank of America Corp. | Reduce -27.5% | 0.06% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| TSM Taiwan Semiconductor-SP ADR | New | 2.58% | +2.58 |
| VZ Verizon Communications Inc. | New | 2.26% | +2.26 |
| DXJ Wisdomtree Japan Hedged Eq | New | 2.00% | +2.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +102.9% | 2.56% | +1.53 |
| USD Proshares Ultra Semiconduct | New | 1.37% | +1.37 |
| AMZN Amazon.com Inc. | Add +1.2% | 8.37% | +1.35 |
| EWJ iShares MSCI Japan ETF | New | 1.18% | +1.18 |
| DUSL Direxi DLY Ind BL 3X ETF-Usi | New | 1.04% | +1.04 |
| MSFT Microsoft Corp. | Add +3.9% | 7.16% | +0.95 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.68% | +0.68 |
| GOOGL Alphabet Inc. Class A | Add +4.4% | 6.02% | +0.64 |
| BMY Bristol-Myers Squibb Co. | Add +106.3% | 1.13% | +0.61 |
| VPU Vanguard Utilities ETF | Add +35.6% | 2.05% | +0.58 |
| UYG Proshares Ultra Financials | New | 0.53% | +0.53 |
| PANW Palo Alto Networks Inc. | Add +48.7% | 1.74% | +0.52 |
| MUB iShares National Muni Bond E | Add +109.9% | 0.98% | +0.51 |
| MSOS Advisorshares Pure US Cann | New | 0.50% | +0.50 |
| VFH Vanguard Financials ETF | Add +3.3% | 3.48% | +0.42 |
| GSLC Goldman Activebeta US LC ETF | Add +61.0% | 0.95% | +0.41 |
| NVDA Nvidia Corp. | Add +0.3% | 0.89% | +0.40 |
| GLD SPDR Gold Shares | Add +6.3% | 3.29% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +22.6% | 1.55% | +0.37 |
| CMF iShares California Muni Bond | Add +171.6% | 0.52% | +0.33 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | New | 0.27% | +0.27 |
| PHO Invesco Water Resources ETF | Add +1.6% | 2.81% | +0.26 |
| DIG Proshares Ultra Energy | Add +5.9% | 1.09% | +0.26 |
| KWEB Kranesh Csi China Internet | New | 0.23% | +0.23 |
| IAU iShares Gold Trust | Add +3.4% | 2.41% | +0.23 |
| MRK Merck & Co. Inc. | Add +4.5% | 0.99% | +0.20 |
| CAT Caterpillar Inc. | New | 0.19% | +0.19 |
| NFLX Netflix Inc. | Add +0.1% | 0.92% | +0.18 |
| ZBH Zimmer Biomet Holdings Inc. | Add +2.0% | 1.69% | +0.15 |
| THC Tenet Healthcare Corp. | New | 0.15% | +0.15 |
| SE Sea Ltd.-ADR | New | 0.14% | +0.14 |
| RTX RTX Corp. | New | 0.13% | +0.13 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.13% | +0.13 |
| PAVE Global X US Infrastructure | New | 0.13% | +0.13 |
| NEE Nextera Energy Inc. | Add +158.3% | 0.19% | +0.12 |
| AIG American International Group | New | 0.11% | +0.11 |
| HYD Vaneck High Yield Muni ETF | New | 0.11% | +0.11 |
| XLE SS Energy Select Sector | New | 0.10% | +0.10 |
| SHY iShares 1-3 Year Treasury Bo | Add +8.1% | 1.42% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.09% | +0.09 |
| AMLP Alerian MLP ETF | Add +90.0% | 0.16% | +0.09 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| AAPD Direxion Daily Aapl Bear 1X | New | 0.08% | +0.08 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.08% | +0.08 |
| DVA Davita Inc. | New | 0.08% | +0.08 |
| CLX Clorox Company | New | 0.07% | +0.07 |
| STLD Steel Dynamics Inc. | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 117 | $545.6M | AAPL, GOOGL, SMTH, NVDA, VYMI |
| Q1 2026Amended | 111 | $513.5M | SMTH, AAPL, VYMI, NVDA, GOOGL |
| Q4 2025Amended | 114 | $525.7M | SMTH, GOOGL, AAPL, NVDA, VYMI |
| Q3 2025 | 115 | $479.4M | SMTH, NVDA, AAPL, MSFT, GOOGL |
| Q2 2025 | 104 | $447.2M | SMTH, MSFT, NVDA, VYMI, AAPL |
| Q1 2025 | 105 | $415.3M | SMTH, AAPL, GCOW, MSFT, AMZN |
| Q4 2024 | 97 | $412.7M | SMTH, AAPL, AMZN, XYLD, GOOGL |
| Q3 2024 | 107 | $409.1M | SMTH, AAPL, AMZN, MSFT, GOOGL |
| Q2 2024 | 100 | $372.2M | AAPL, AMZN, MSFT, GOOGL, SMTH |
| Q1 2024 | 101 | $320.4M | AMZN, MSFT, AAPL, GOOGL, META |