$134 Million is the total value of Hamilton Wealth, LLC's 35 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJB | New | PROSHARES TRshrt hgh yield | $5,283,000 | – | 230,714 | +100.0% | 3.94% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $4,651,000 | – | 168,131 | +100.0% | 3.47% | – |
| PANW | New | PALO ALTO NETWORKS INC | $3,902,000 | – | 23,797 | +100.0% | 2.91% | – |
| CVS | New | CVS HEALTH CORP | $3,729,000 | – | 62,848 | +100.0% | 2.78% | – |
| ABBV | New | ABBVIE INC | $3,001,000 | – | 39,385 | +100.0% | 2.24% | – |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $1,759,000 | – | 65,572 | +100.0% | 1.31% | – |
| MUB | New | ISHARES TRnational mun etf | $286,000 | – | 2,531 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 20 | Q3 2023 | 11.4% |
| APPLE INC | 20 | Q3 2023 | 8.1% |
| AMAZON COM INC | 20 | Q3 2023 | 6.7% |
| ALPHABET INC | 20 | Q3 2023 | 5.6% |
| SPDR GOLD TRUST | 20 | Q3 2023 | 5.9% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 2.6% |
| ALPHABET INC | 20 | Q3 2023 | 1.4% |
| NETFLIX INC | 20 | Q3 2023 | 1.0% |
| PIMCO ETF TR | 19 | Q3 2023 | 6.7% |
View Hamilton Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-06-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View Hamilton Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.