Hamilton Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Hamilton Wealth, LLC reported 100 stock positions worth $372.2 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Amazon.com (AMZN, 6.7%) and Microsoft (MSFT, 6.4%). Compared with Q1 2024, it opened 25 new positions, sold out of 26, added to 36 and reduced 27. The biggest buy was a new position in Alps SMTH Cor BD Plus ETF (SMTH) and the biggest sale an exit from Zimmer Biomet (ZBH).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001760263
- Portfolio Value
- $372.2M (Q2 2024)
- SEC Filing
- 0001172661-24-003306 ↗ filed Aug 13, 2024
Holdings Value
Holdings 100 stocks · $372.2M
| AAPL Apple Inc. | 7.65% | 135,179 | $28.5M | Add +6.3% |
| AMZN Amazon.com Inc. | 6.74% | 129,838 | $25.1M | Reduce -12.7% |
| MSFT Microsoft Corp. | 6.40% | 53,326 | $23.8M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 6.12% | 125,021 | $22.8M | Reduce -2.2% |
| SMTH Alps SMTH Cor BD Plus ETF | 5.44% | 794,628 | $20.2M | New |
| META Meta Platforms Inc. Class A | 4.25% | 31,382 | $15.8M | Add +0.0% |
| EDV Vanguard Extended Dur Treas | 4.00% | 202,550 | $14.9M | Add +22.1% |
| VFH Vanguard Financials ETF | 3.74% | 139,194 | $13.9M | Add +27.9% |
| XYLD Global X S&P 500 Cove Call E | 3.65% | 335,716 | $13.6M | New |
| NVDA Nvidia Corp. | 3.15% | 94,776 | $11.7M | Add +201.6% |
| GLD SPDR Gold Shares | 2.90% | 50,139 | $10.8M | Reduce -2.1% |
| PHO Invesco Water Resources ETF | 2.43% | 139,230 | $9.0M | Add +3.1% |
| IAU iShares Gold Trust | 2.35% | 198,750 | $8.7M | Add +8.2% |
| GCOW Pacer Global Cash Cows Divid | 2.26% | 249,121 | $8.4M | New |
| IHI iShares U.S. Medical Devices | 2.14% | 142,020 | $8.0M | Reduce -3.5% |
| CMF iShares California Muni Bond | 2.00% | 130,796 | $7.4M | Add +348.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.97% | 42,270 | $7.3M | Reduce -30.5% |
| VZ Verizon Communications Inc. | 1.92% | 172,978 | $7.1M | Add +0.4% |
| VPU Vanguard Utilities ETF | 1.87% | 47,095 | $7.0M | Add +2.2% |
| PANW Palo Alto Networks Inc. | 1.81% | 19,834 | $6.7M | Add +0.9% |
| DXJ Wisdomtree Japan Hedged Eq | 1.72% | 56,646 | $6.4M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 1.63% | 33,133 | $6.1M | Add +1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.54% | 40,283 | $5.7M | Reduce -36.9% |
| BND Vanguard Total Bond Market | 1.48% | 76,649 | $5.5M | Add +11.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.48% | 55,307 | $5.5M | Reduce -0.6% |
| GSLC Goldman Activebeta US LC ETF | 1.32% | 45,969 | $4.9M | Add +56.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.23% | 56,200 | $4.6M | Add +1.1% |
| BOND PIMCO Active Bond Exchange-T | 1.17% | 47,871 | $4.4M | Reduce -3.7% |
| MRNA Moderna Inc. | 1.09% | 34,027 | $4.0M | Reduce -0.8% |
| DIREXION SHS ETF TR | 1.07% | 680,283 | $4.0M | Add +2428.5% |
| MRK Merck & Co. Inc. | 0.95% | 28,591 | $3.5M | Add +18.5% |
| SPOT Spotify Technology SA | 0.94% | 11,196 | $3.5M | No change |
| NFLX Netflix Inc. | 0.90% | 4,971 | $3.4M | Add +2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 46,142 | $3.4M | Reduce -2.1% |
| MELI MercadoLibre Inc. | 0.72% | 1,638 | $2.7M | Add +10.7% |
| MUB iShares National Muni Bond E | 0.61% | 21,302 | $2.3M | Reduce -27.1% |
| GILD Gilead Sciences Inc. | 0.60% | 32,337 | $2.2M | Add +10.7% |
| FSLR First Solar Inc. | 0.58% | 9,625 | $2.2M | Reduce -2.6% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.57% | 22,918 | $2.1M | Reduce -2.2% |
| TBIL F/M US Treasury 3 Month Bill | 0.44% | 32,872 | $1.6M | Add +348.3% |
| DIREXION SHARES ETF TRUST | 0.42% | 84,185 | $1.6M | New |
| VGSH Vanguard Short-Term Treasury | 0.38% | 24,465 | $1.4M | Add +45.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 4,323 | $1.2M | Add +4.1% |
| NEE Nextera Energy Inc. | 0.22% | 11,690 | $828K | Add +21.0% |
| AVGO Broadcom Inc. | 0.20% | 475 | $763K | Add +26.7% |
| UGL Proshares Ultra Gold | 0.20% | 9,435 | $727K | Add +214.5% |
| IEMG iShares Core MSCI Emerging | 0.18% | 12,668 | $678K | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,299 | $667K | No change |
| AMLP Alerian MLP ETF | 0.16% | 12,493 | $599K | Add +13.8% |
| LLY Eli Lilly & Co. | 0.14% | 566 | $512K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.14% | 594 | $504K | Add +0.2% |
| CCJ Cameco Corp. | 0.13% | 9,838 | $484K | Add +9.6% |
| CB Chubb Ltd. | 0.13% | 1,862 | $475K | No change |
| RTX RTX Corp. | 0.12% | 4,551 | $457K | Add +6.4% |
| HYD Vaneck High Yield Muni ETF | 0.12% | 8,812 | $455K | Add +29.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 1,202 | $450K | Add +5.8% |
| UNH Unitedhealth Group Inc. | 0.11% | 830 | $423K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,029 | $419K | Add +1.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.11% | 7,900 | $402K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.11% | 2,022 | $399K | Reduce -27.5% |
| IGLD FT Vest Gold Strategy Target | 0.11% | 19,881 | $398K | Add +1.5% |
| SMH Vaneck Semiconductor ETF | 0.11% | 1,513 | $394K | Reduce -26.1% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 3,221 | $362K | Reduce -1.6% |
| PDD PDD Holdings Inc. | 0.10% | 2,700 | $359K | New |
| TSLA Tesla Inc. | 0.10% | 1,792 | $355K | Reduce -18.2% |
| AIG American International Group | 0.09% | 4,654 | $346K | Reduce -0.6% |
| PFE Pfizer Inc. | 0.09% | 12,286 | $344K | Reduce -40.0% |
| TLT iShares 20+ Year Treasury BD | 0.09% | 3,745 | $344K | New |
| PROSHARES VIX SHORT-TERM FUT | 0.08% | 28,280 | $307K | New |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.08% | 6,129 | $297K | Reduce -61.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 534 | $291K | No change |
| ANET Arista Networks Inc. | 0.08% | 828 | $290K | Reduce -8.7% |
| SOXX iShares Semiconductor ETF | 0.08% | 1,170 | $289K | New |
| VST Vistra Corp. | 0.08% | 3,345 | $288K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.08% | 4,185 | $287K | Add +6.0% |
| SIRI Sirius XM Holdings Inc. | 0.08% | 100,262 | $284K | No change |
| BSX Boston Scientific Corp. | 0.07% | 3,624 | $279K | No change |
| XLE SS Energy Select Sector | 0.07% | 2,890 | $263K | Reduce -18.4% |
| APP AppLovin Corp. Class A | 0.07% | 3,104 | $258K | New |
| REGN Regeneron Pharmaceuticals | 0.07% | 240 | $252K | Reduce -47.9% |
| DVA Davita Inc. | 0.07% | 1,760 | $244K | No change |
| PROSHARES TR | 0.06% | 28,630 | $237K | New |
| LDOS Leidos Holdings Inc. | 0.06% | 1,623 | $237K | No change |
| EPI Wisdomtree India Earnings | 0.06% | 4,860 | $235K | New |
| LIN Linde PLC | 0.06% | 533 | $234K | No change |
| LYV Live Nation Entertainment Inc. | 0.06% | 2,455 | $230K | New |
| MCK McKesson Corp. | 0.06% | 391 | $228K | No change |
| MFC Manulife Financial Corp. | 0.06% | 8,516 | $227K | New |
| SHOP Shopify Inc. Class A | 0.06% | 3,314 | $219K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 5,484 | $218K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 462 | $217K | New |
| AMGN Amgen Inc. | 0.06% | 668 | $209K | New |
| SE Sea Ltd.-ADR | 0.05% | 2,831 | $202K | Reduce -65.0% |
| ZS Zscaler Inc. | 0.05% | 1,041 | $200K | New |
| AMZD Direxion Daily Amzn Bear 1X | 0.05% | 13,100 | $177K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.05% | 10,717 | $174K | New |
| BYRN Byrna Technologies Inc. | 0.03% | 10,500 | $105K | No change |
| SOUN Soundhound AI Inc. Class A | 0.01% | 12,500 | $49K | New |
| CHPT Chargepoint Holdings Inc. | 0.01% | 29,520 | $45K | New |
| GLDG Goldmining Inc. | 0.01% | 27,000 | $24K | New |
Portfolio Sells Q1 2024 → Q2 2024
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −1.69 |
| AMZN Amazon.com Inc. | Reduce -12.7% | 6.74% | −1.63 |
| USD Proshares Ultra Semiconduct | Sold out | 0.00% | −1.37 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −1.18 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −1.13 |
| DIG Proshares Ultra Energy | Sold out | 0.00% | −1.09 |
| DUSL Direxi DLY Ind BL 3X ETF-Usi | Sold out | 0.00% | −1.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -36.9% | 1.54% | −1.01 |
| MSFT Microsoft Corp. | Reduce -2.3% | 6.40% | −0.76 |
| DIS The Walt Disney Co. | Reduce -0.6% | 1.48% | −0.65 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.5% | 1.97% | −0.61 |
| IHI iShares U.S. Medical Devices | Reduce -3.5% | 2.14% | −0.55 |
| UYG Proshares Ultra Financials | Sold out | 0.00% | −0.53 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.50 |
| GLD SPDR Gold Shares | Reduce -2.1% | 2.90% | −0.39 |
| MUB iShares National Muni Bond E | Reduce -27.1% | 0.61% | −0.37 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.33 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -3.9% | 1.72% | −0.28 |
| BOND PIMCO Active Bond Exchange-T | Reduce -3.7% | 1.17% | −0.25 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.24 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.23 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.19 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Reduce -61.6% | 0.08% | −0.19 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.1% | 0.90% | −0.19 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.15 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.13 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.13 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -2.2% | 0.57% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.10 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Reduce -40.0% | 0.09% | −0.08 |
| SE Sea Ltd.-ADR | Reduce -65.0% | 0.05% | −0.08 |
| AAPD Direxion Daily Aapl Bear 1X | Sold out | 0.00% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.08 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -47.9% | 0.07% | −0.07 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.07 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.07 |
| TRNS Transcat Inc. | Sold out | 0.00% | −0.07 |
| MRNA Moderna Inc. | Reduce -0.8% | 1.09% | −0.05 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -27.5% | 0.11% | −0.05 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -26.1% | 0.11% | −0.04 |
| XLE SS Energy Select Sector | Reduce -18.4% | 0.07% | −0.03 |
| PROSHARES TR II | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -18.2% | 0.10% | −0.02 |
| AIG American International Group | Reduce -0.6% | 0.09% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.6% | 0.10% | −0.02 |
| ANET Arista Networks Inc. | Reduce -8.7% | 0.08% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| SMTH Alps SMTH Cor BD Plus ETF | New | 5.44% | +5.44 |
| XYLD Global X S&P 500 Cove Call E | New | 3.65% | +3.65 |
| NVDA Nvidia Corp. | Add +201.6% | 3.15% | +2.26 |
| GCOW Pacer Global Cash Cows Divid | New | 2.26% | +2.26 |
| CMF iShares California Muni Bond | Add +348.3% | 2.00% | +1.48 |
| DIREXION SHS ETF TR | Add +2428.5% | 1.07% | +1.01 |
| AAPL Apple Inc. | Add +6.3% | 7.65% | +0.84 |
| DIREXION SHARES ETF TRUST | New | 0.42% | +0.42 |
| GSLC Goldman Activebeta US LC ETF | Add +56.6% | 1.32% | +0.37 |
| TBIL F/M US Treasury 3 Month Bill | Add +348.3% | 0.44% | +0.33 |
| VFH Vanguard Financials ETF | Add +27.9% | 3.74% | +0.26 |
| UGL Proshares Ultra Gold | Add +214.5% | 0.20% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.11% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.11% | +0.11 |
| PDD PDD Holdings Inc. | New | 0.10% | +0.10 |
| TLT iShares 20+ Year Treasury BD | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 1.63% | +0.09 |
| PROSHARES VIX SHORT-TERM FUT | New | 0.08% | +0.08 |
| SOXX iShares Semiconductor ETF | New | 0.08% | +0.08 |
| VST Vistra Corp. | New | 0.08% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +45.0% | 0.38% | +0.08 |
| APP AppLovin Corp. Class A | New | 0.07% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +0.9% | 1.81% | +0.06 |
| PROSHARES TR | New | 0.06% | +0.06 |
| EPI Wisdomtree India Earnings | New | 0.06% | +0.06 |
| LYV Live Nation Entertainment Inc. | New | 0.06% | +0.06 |
| MFC Manulife Financial Corp. | New | 0.06% | +0.06 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| ZS Zscaler Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +26.7% | 0.20% | +0.05 |
| AMZD Direxion Daily Amzn Bear 1X | New | 0.05% | +0.05 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | Add +21.0% | 0.22% | +0.03 |
| EDV Vanguard Extended Dur Treas | Add +22.1% | 4.00% | +0.03 |
| MELI MercadoLibre Inc. | Add +10.7% | 0.72% | +0.03 |
| SOUN Soundhound AI Inc. Class A | New | 0.01% | +0.01 |
| CHPT Chargepoint Holdings Inc. | New | 0.01% | +0.01 |
| HYD Vaneck High Yield Muni ETF | Add +29.4% | 0.12% | +0.01 |
| CCJ Cameco Corp. | Add +9.6% | 0.13% | +0.01 |
| GLDG Goldmining Inc. | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.14% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.8% | 0.12% | −0.00 |
| AMLP Alerian MLP ETF | Add +13.8% | 0.16% | −0.00 |
| RTX RTX Corp. | Add +6.4% | 0.12% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +6.0% | 0.08% | −0.01 |
| IGLD FT Vest Gold Strategy Target | Add +1.5% | 0.11% | −0.01 |
| NFLX Netflix Inc. | Add +2.7% | 0.90% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.1% | 0.18% | −0.02 |
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 |