Hamilton Wealth

Latest statistics and disclosures from Hamilton Wealth's latest quarterly 13F-HR filing:

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Positions held by Hamilton Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hamilton Wealth

Hamilton Wealth holds 101 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.4 $27M 149k 180.38
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Microsoft Corporation (MSFT) 7.2 $23M +3% 55k 420.72
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Apple (AAPL) 6.8 $22M +3% 127k 171.48
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Alphabet Cap Stk Cl A (GOOGL) 6.0 $19M +4% 128k 150.93
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Meta Platforms Cl A (META) 4.8 $15M -27% 31k 485.58
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Vanguard World Extended Dur (EDV) 4.0 $13M -17% 166k 76.60
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Vanguard World Financials Etf (VFH) 3.5 $11M +3% 109k 102.39
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Spdr Gold Tr Gold Shs (GLD) 3.3 $11M +6% 51k 205.72
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 2.8 $9.0M 135k 66.57
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Ishares Tr U.s. Med Dvc Etf (IHI) 2.7 $8.6M -7% 147k 58.59
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $8.3M NEW 61k 136.05
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Novo-nordisk A S Adr (NVO) 2.6 $8.2M +102% 64k 128.40
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Ishares Gold Tr Ishares New (IAU) 2.4 $7.7M +3% 184k 42.01
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Verizon Communications (VZ) 2.3 $7.2M NEW 172k 41.96
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Walt Disney Company (DIS) 2.1 $6.8M -48% 56k 122.36
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Vanguard World Utilities Etf (VPU) 2.1 $6.6M +35% 46k 142.58
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.0 $6.4M NEW 59k 108.50
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Palo Alto Networks (PANW) 1.7 $5.6M +48% 20k 284.13
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Zimmer Holdings (ZBH) 1.7 $5.4M 41k 131.98
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $5.0M -2% 69k 72.63
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Alphabet Cap Stk Cl C (GOOG) 1.5 $5.0M +22% 33k 152.26
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Pimco Etf Tr Active Bd Etf (BOND) 1.4 $4.6M -4% 50k 91.86
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $4.5M +8% 56k 81.78
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Proshares Tr Pshs Ult Semicdt (USD) 1.4 $4.4M NEW 44k 99.16
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Ishares Msci Jpn Etf New (EWJ) 1.2 $3.8M NEW 53k 71.35
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Moderna (MRNA) 1.1 $3.7M -52% 34k 106.56
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Bristol Myers Squibb (BMY) 1.1 $3.6M +106% 67k 54.23
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Ishares Tr Core Msci Eafe (IEFA) 1.1 $3.5M 47k 74.22
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Proshares Tr Ultra Energy (DIG) 1.1 $3.5M +5% 76k 45.83
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Direxion Shs Etf Tr Dly Indl Bu 3x (DUSL) 1.0 $3.3M NEW 59k 56.55
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Merck & Co (MRK) 1.0 $3.2M +4% 24k 131.95
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Ishares Tr National Mun Etf (MUB) 1.0 $3.1M +109% 29k 107.60
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $3.0M +61% 29k 103.79
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Spotify Technology S A SHS (SPOT) 0.9 $3.0M 11k 263.90
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Netflix (NFLX) 0.9 $2.9M 4.8k 607.33
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NVIDIA Corporation (NVDA) 0.9 $2.8M 3.1k 903.57
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MercadoLibre (MELI) 0.7 $2.2M -11% 1.5k 1511.96
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Pimco Etf Tr 0-5 High Yield (HYS) 0.7 $2.2M NEW 23k 93.48
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Gilead Sciences (GILD) 0.7 $2.1M -48% 29k 73.25
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Proshares Tr Ultra Fncls New (UYG) 0.5 $1.7M NEW 25k 68.32
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Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $1.7M +171% 29k 57.54
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First Solar (FSLR) 0.5 $1.7M -50% 9.9k 168.80
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.5 $1.6M NEW 161k 10.01
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M -7% 4.2k 259.92
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M -73% 13k 79.86
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $980k -6% 17k 58.07
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Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.3 $869k NEW 16k 54.50
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $778k -9% 8.2k 94.66
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Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $750k NEW 29k 26.25
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JPMorgan Chase & Co. (JPM) 0.2 $661k +13% 3.3k 200.30
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Ishares Core Msci Emkt (IEMG) 0.2 $647k -54% 13k 51.60
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Caterpillar (CAT) 0.2 $618k NEW 1.7k 366.43
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Nextera Energy (NEE) 0.2 $618k +158% 9.7k 63.91
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Pfizer (PFE) 0.2 $568k -91% 21k 27.75
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $521k +90% 11k 47.46
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $510k -25% 2.8k 182.69
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Broadcom (AVGO) 0.2 $497k -10% 375.00 1325.95
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Chubb (CB) 0.2 $482k 1.9k 259.10
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Tenet Healthcare Corp Com New (THC) 0.1 $469k NEW 4.5k 105.11
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $461k -93% 2.0k 224.99
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Regeneron Pharmaceuticals (REGN) 0.1 $444k +72% 461.00 962.49
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Eli Lilly & Co. (LLY) 0.1 $443k 569.00 777.96
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Sea Sponsord Ads (SE) 0.1 $435k NEW 8.1k 53.71
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Costco Wholesale Corporation (COST) 0.1 $435k 593.00 732.80
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $426k +5% 1.0k 420.52
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Raytheon Technologies Corp (RTX) 0.1 $417k NEW 4.3k 97.54
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $412k NEW 9.7k 42.55
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $403k NEW 10k 39.81
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Vanguard Index Fds Growth Etf (VUG) 0.1 $391k -3% 1.1k 344.20
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Sirius Xm Holdings (SIRI) 0.1 $389k 100k 3.88
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Cameco Corporation (CCJ) 0.1 $389k +76% 9.0k 43.32
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First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $386k -25% 20k 19.69
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Tesla Motors (TSLA) 0.1 $385k -40% 2.2k 175.79
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RBB Us Treas 3 Mnth (TBIL) 0.1 $367k -86% 7.3k 50.03
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American Intl Group Com New (AIG) 0.1 $366k NEW 4.7k 78.17
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $361k 3.3k 110.14
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $356k NEW 6.8k 52.26
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Select Sector Spdr Tr Energy (XLE) 0.1 $334k NEW 3.5k 94.41
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $310k -2% 319.00 970.47
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $303k -93% 6.2k 49.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $279k NEW 534.00 522.96
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $272k -98% 4.0k 68.80
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Arista Networks (ANET) 0.1 $263k NEW 907.00 289.98
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Direxion Shs Etf Tr Dly Aapl Bear 1x (AAPD) 0.1 $259k NEW 11k 22.67
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $250k NEW 4.3k 58.65
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D.R. Horton (DHI) 0.1 $249k -59% 1.5k 164.60
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Boston Scientific Corporation (BSX) 0.1 $248k 3.6k 68.49
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Linde SHS (LIN) 0.1 $248k -45% 533.00 464.32
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DaVita (DVA) 0.1 $243k NEW 1.8k 138.05
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Clorox Company (CLX) 0.1 $233k NEW 1.5k 153.11
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Steel Dynamics (STLD) 0.1 $219k NEW 1.5k 148.23
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Proshares Tr Ii Ultra Gold (UGL) 0.1 $217k NEW 3.0k 72.26
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GSK Sponsored Adr (GSK) 0.1 $215k NEW 5.0k 42.87
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Leidos Holdings (LDOS) 0.1 $213k NEW 1.6k 131.09
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Transcat (TRNS) 0.1 $212k NEW 1.9k 111.43
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McKesson Corporation (MCK) 0.1 $210k -15% 391.00 536.85
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Bank of America Corporation (BAC) 0.1 $208k -27% 5.5k 37.92
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Direxion Shs Etf Tr Daily Tech Oct21 (TECS) 0.1 $207k NEW 27k 7.68
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $152k NEW 10k 15.21
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Byrna Technologies Com New (BYRN) 0.0 $146k NEW 11k 13.93
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Proshares Tr Ii Ultra Vix Short (UVXY) 0.0 $105k -39% 17k 6.32
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Past Filings by Hamilton Wealth

SEC 13F filings are viewable for Hamilton Wealth going back to 2018

View all past filings