$237 Million is the total value of Hamilton Wealth, LLC's 87 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,264,000 | -6.6% | 19,290 | 0.0% | 0.53% | +0.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-11-12 |
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.