Hamilton Wealth

Hamilton Wealth as of March 31, 2025

Portfolio Holdings for Hamilton Wealth

Hamilton Wealth holds 105 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alps Etf Tr Smith Core Plus (SMTH) 10.1 $42M 1.6M 25.89
Apple (AAPL) 6.7 $28M 125k 222.13
Pacer Fds Tr Globl Cash Etf (GCOW) 5.2 $21M 580k 36.98
Microsoft Corporation (MSFT) 5.0 $21M 55k 375.39
Amazon (AMZN) 4.9 $21M 108k 190.26
Vanguard World Financials Etf (VFH) 4.4 $18M 154k 119.47
NVIDIA Corporation (NVDA) 4.2 $18M 162k 108.38
Alphabet Cap Stk Cl A (GOOGL) 4.2 $17M 112k 154.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.1 $17M 245k 70.21
Ishares Tr Core Msci Eafe (IEFA) 3.9 $16M 215k 75.65
Spdr Gold Tr Gold Shs (GLD) 3.6 $15M 52k 288.14
Ishares Gold Tr Ishares New (IAU) 3.4 $14M 242k 58.96
Meta Platforms Cl A (META) 3.4 $14M 24k 576.36
Dollar General (DG) 3.3 $14M 157k 87.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $11M 64k 166.00
Vanguard World Utilities Etf (VPU) 2.0 $8.4M 49k 170.81
Invesco Exchange Traded Fd T Water Res Etf (PHO) 1.8 $7.5M 116k 64.52
Merck & Co (MRK) 1.4 $6.0M 67k 89.76
Pimco Etf Tr Active Bd Etf (BOND) 1.4 $5.7M 61k 92.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $5.6M 76k 73.45
Eli Lilly & Co. (LLY) 1.1 $4.7M 5.7k 825.91
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.6M 30k 156.23
Bristol Myers Squibb (BMY) 1.1 $4.6M 75k 60.99
Netflix (NFLX) 1.1 $4.5M 4.8k 932.53
Ishares Tr U.s. Med Dvc Etf (IHI) 1.1 $4.5M 74k 60.19
Ishares Tr Msci India Etf (INDA) 1.1 $4.4M 86k 51.48
Proshares Tr Ultra Energy (DIG) 1.0 $4.3M 102k 42.19
Direxion Shs Etf Tr Daily Technology (TECS) 1.0 $4.2M 67k 63.24
Palo Alto Networks (PANW) 1.0 $4.1M 24k 170.64
Global X Fds Data Ctr & Digit (DTCR) 0.9 $3.9M 240k 16.26
Gilead Sciences (GILD) 0.9 $3.8M 34k 112.05
Spotify Technology S A SHS (SPOT) 0.8 $3.4M 6.3k 550.03
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $3.0M 62k 49.16
MercadoLibre (MELI) 0.6 $2.3M 1.2k 1950.87
Ishares Tr National Mun Etf (MUB) 0.5 $2.1M 20k 105.44
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.9M 5.3k 352.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.7M 6.3k 274.83
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.4 $1.7M 75k 22.49
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $1.6M 29k 56.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.6M 2.00 798441.50
Vanguard World Extended Dur (EDV) 0.4 $1.5M 21k 71.11
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $1.4M 13k 110.08
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $1.3M 27k 50.33
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.3M 13k 100.62
Ishares Tr 20+ Year Tr Bd (TLTW) 0.3 $1.1M 47k 24.06
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 4.3k 245.30
Chubb (CB) 0.3 $1.0M 3.5k 302.02
RBB Us Treas 3 Mnth (TBIL) 0.3 $1.0M 21k 50.01
Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $884k 25k 34.91
Costco Wholesale Corporation (COST) 0.2 $732k 774.00 945.19
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $691k 13k 51.94
Broadcom (AVGO) 0.2 $663k 4.0k 167.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $607k 1.1k 532.58
Ishares Silver Tr Ishares (SLV) 0.1 $573k 19k 30.99
Direxion Shs Etf Tr Dly Aapl Bear 1x (AAPD) 0.1 $536k 31k 17.06
Proshares Tr Ii Ultra Gold (UGL) 0.1 $517k 4.0k 128.72
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $498k 14k 36.29
Ishares Msci Jpn Etf New (EWJ) 0.1 $489k 7.1k 68.56
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $460k 11k 43.71
Ishares Tr Core S&p500 Etf (IVV) 0.1 $376k 669.00 561.90
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $361k 17k 20.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $354k 7.0k 50.83
Cintas Corporation (CTAS) 0.1 $347k 1.7k 205.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $346k 4.2k 82.73
Direxion Shs Etf Tr Daily Googl Br1x (GGLS) 0.1 $338k 23k 14.63
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $335k 3.7k 91.13
Adobe Systems Incorporated (ADBE) 0.1 $329k 857.00 383.53
Live Nation Entertainment (LYV) 0.1 $321k 2.5k 130.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $318k 3.2k 100.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $314k 1.6k 193.99
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $311k 6.3k 49.15
Progressive Corporation (PGR) 0.1 $310k 1.1k 283.01
Goldman Sachs (GS) 0.1 $305k 559.00 546.29
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $304k 2.6k 116.41
Ishares Msci Brazil Etf (EWZ) 0.1 $303k 12k 25.85
Global X Fds India Active Etf (NDIA) 0.1 $301k 11k 28.09
Old Dominion Freight Line (ODFL) 0.1 $299k 1.8k 165.45
Graniteshares Etf Tr 2x Short Nvda Da (NVD) 0.1 $296k 8.6k 34.61
Applovin Corp Com Cl A (APP) 0.1 $292k 1.1k 264.97
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.1 $289k 18k 15.95
Vanguard Index Fds Growth Etf (VUG) 0.1 $287k 773.00 370.82
Tesla Motors (TSLA) 0.1 $281k 1.1k 259.16
Johnson & Johnson (JNJ) 0.1 $277k 1.7k 165.84
Manulife Finl Corp (MFC) 0.1 $265k 8.5k 31.15
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $263k 5.6k 46.81
Vistra Energy (VST) 0.1 $257k 2.2k 117.45
Proshares Tr Ii Ultrashrt New 0.1 $253k 20k 12.67
Abbvie (ABBV) 0.1 $243k 1.2k 209.49
Direxion Shs Etf Tr Daily Amzn Br 1x (AMZD) 0.1 $243k 19k 13.12
Ubs Ag London Branch Etracs Alerian M (AMUB) 0.1 $240k 12k 20.46
Novo-nordisk A S Adr (NVO) 0.1 $238k 3.4k 69.44
Astrazeneca Sponsored Adr 0.1 $235k 3.2k 73.50
W.R. Berkley Corporation (WRB) 0.1 $234k 3.3k 71.16
Nike CL B (NKE) 0.1 $231k 3.6k 63.48
Pfizer (PFE) 0.1 $229k 9.1k 25.34
Copart (CPRT) 0.1 $223k 3.9k 56.59
Walt Disney Company (DIS) 0.1 $222k 2.3k 98.70
Coca-Cola Company (KO) 0.1 $213k 3.0k 71.63
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $211k 2.9k 73.27
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $210k 1.3k 165.59
South State Corporation 0.0 $202k 2.2k 92.82
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $132k 12k 10.71
Evolent Health Cl A (EVH) 0.0 $95k 10k 9.47
Digital Turbine Com New (APPS) 0.0 $27k 10k 2.71
Chargepoint Holdings Com Cl A 0.0 $7.3k 12k 0.60