Hamilton Wealth, LLC
CIK 1760263 · Holdings on Sep 30, 2023 · First reported Nov 15, 2023
Top ten holdings
Q3 2023- AAPL7.53%
- AMZN6.72%
- RSP6.45%
- MSFT5.81%
- GOOGL5.56%
- VYMI5.28%
- META4.68%
- XYLD4.67%
- BND4.26%
- DIS3.29%
Share classes counted separately54.25%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $21.01M | 7.53% | 122.74K shares | — | ↗▾ | |
| 02 | AMZNAMAZON.COM INC View history and evidence | $18.76M | 6.72% | 147.55K shares | — | ↗▾ | |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $18.00M | 6.45% | 127.01K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORP View history and evidence | $16.20M | 5.81% | 51.30K shares | — | ↗▾ | |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $15.50M | 5.56% | 118.43K shares | — | ↗▾ | |
| 06 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $14.72M | 5.28% | 237.92K shares | — | ↗▾ | |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $13.04M | 4.68% | 43.45K shares | — | ↗▾ | |
| 08 | XYLDGLOBAL X S&P 500 COVE CALL ES&P 500 COVERED View history and evidence | $13.04M | 4.67% | 335.26K shares | — | ↗▾ | |
| 09 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $11.89M | 4.26% | 170.37K shares | — | ↗▾ | |
| 10 | DISWALT DISNEY CO/THE View history and evidence | $9.17M | 3.29% | 113.11K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DEM WISDOMTREE EMERGING MARKETS | Non-derivative | — | — | SEC filing ↗ | |
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | — | — | SEC filing ↗ | |
| ITA ISHARES U.S. AEROSPACE & DEF | Non-derivative | — | — | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1760263 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 278964430
}Research all 88 reported holdings.
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