Hamilton Wealth, LLC

data from 30/09/2025

Capitalization

$ 479.399 M 7.19 %

Average holding period

7 ans

Performance

$ 241.515 M 100.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Hamilton Wealth, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SMTH ALPS ETF TR 6.94% 33.269 M $ 1271761 2024/06/30 351.575 K $ 1.20 %
2025/09/30 NVDA NVIDIA CORPORATION 6.36% 30.483 M $ 163378 2021/06/30 4.662 M $ 18.10 %
2025/09/30 AAPL APPLE INC 6.19% 29.690 M $ 116601 2018/12/31 5.652 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 5.98% 28.679 M $ 55371 2019/12/31 1.111 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 5.65% 27.088 M $ 111428 2018/12/31 7.491 M $ 37.94 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 5.37% 25.744 M $ 304010 2021/03/31 1.355 M $ 5.70 %
2025/09/30 AMZN AMAZON COM INC 5.01% 23.995 M $ 109282 2018/12/31 19.229 K $ 0.08 %
2025/09/30 IAU ISHARES GOLD TR 4.11% 19.699 M $ 270705 2021/06/30 2.657 M $ 16.69 %
2025/09/30 GLD SPDR GOLD TR 3.75% 17.983 M $ 50588 2018/12/31 2.578 M $ 16.61 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 3.38% 16.187 M $ 270150 2025/03/31 1.124 M $ 5.10 %
2025/09/30 META META PLATFORMS INC 3.23% 15.506 M $ 21115 2018/12/31 -89.091 K $ -0.50 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.41% 11.563 M $ 41403 2024/03/31 3.293 M $ 23.31 %
2025/09/30 MRK MERCK & CO INC 2.04% 9.799 M $ 116753 2021/03/31 278.959 K $ 6.03 %
2025/09/30 VFH VANGUARD WORLD FD 2.04% 9.772 M $ 74456 2023/06/30 283.439 K $ 3.10 %
2025/09/30 TECS DIREXION SHS ETF TR 1.99% 9.562 M $ 494407 2025/03/31 -140.163 K $ -27.73 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.88% 9.010 M $ 199783 2023/12/31 -92.614 K $ -2.57 %
2025/09/30 EWZ ISHARES INC 1.86% 8.903 M $ 287183 2025/03/31 670.557 K $ 7.45 %
2025/09/30 DAX GLOBAL X FDS 1.76% 8.460 M $ 189059 2025/06/30 -34.243 K $ -0.40 %
2025/09/30 PHO INVESCO EXCHANGE TRADED FD T 1.74% 8.339 M $ 115645 2018/12/31 250.855 K $ 3.15 %
2025/09/30 GOOG ALPHABET INC 1.51% 7.252 M $ 29776 2018/12/31 1.964 M $ 37.30 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.48% 7.074 M $ 12581 2025/09/30 0.000 $ 0.00 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.35% 6.460 M $ 86859 2023/03/31 80.505 K $ 1.01 %
2025/09/30 TLTW ISHARES TR 1.21% 5.786 M $ 247475 2024/09/30 17.046 K $ 0.86 %
2025/09/30 NFLX NETFLIX INC 1.17% 5.597 M $ 4668 2018/12/31 -646.368 K $ -10.47 %
2025/09/30 VPU VANGUARD WORLD FD 1.08% 5.155 M $ 27218 2023/12/31 344.584 K $ 7.31 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.05% 5.032 M $ 51361 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 1.03% 4.915 M $ 21229 2025/03/31 0.000 $ 0.00 %
2025/09/30 IBB ISHARES TR 1.01% 4.849 M $ 33587 2025/09/30 0.000 $ 0.00 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.00% 4.805 M $ 23600 2022/09/30 -22.480 K $ -0.50 %
2025/09/30 IHI ISHARES TR 0.99% 4.730 M $ 78735 2018/12/31 -191.656 K $ -4.09 %
2025/09/30 GCOW PACER FDS TR 0.94% 4.504 M $ 113685 2024/06/30 171.943 K $ 4.35 %
2025/09/30 IXJ ISHARES TR 0.92% 4.389 M $ 49530 2025/09/30 0.000 $ 0.00 %
2025/09/30 BOND PIMCO ETF TR 0.85% 4.073 M $ 43631 2019/03/31 61.292 K $ 1.27 %
2025/09/30 GILD GILEAD SCIENCES INC 0.84% 4.014 M $ 36159 2022/03/31 4.398 K $ 0.12 %
2025/09/30 TSLA TESLA INC 0.74% 3.571 M $ 8029 2018/12/31 130.363 K $ 40.00 %
2025/09/30 USFR WISDOMTREE TR 0.66% 3.167 M $ 63000 2024/12/31 -1.599 K $ -0.08 %
2025/09/30 IEFA ISHARES TR 0.63% 3.041 M $ 34830 2022/09/30 167.868 K $ 4.59 %
2025/09/30 MELI MERCADOLIBRE INC 0.59% 2.839 M $ 1215 2022/03/31 -316.810 K $ -10.59 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.55% 2.639 M $ 5382 2024/09/30 -98.984 K $ -3.72 %
2025/09/30 HYD VANECK ETF TRUST 0.46% 2.215 M $ 43515 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.35% 1.693 M $ 5160 2021/03/31 126.823 K $ 7.98 %
2025/09/30 SHYD VANECK ETF TRUST 0.34% 1.615 M $ 70536 2024/12/31 13.759 K $ 1.37 %
2025/09/30 GSLC GOLDMAN SACHS ETF TR 0.33% 1.603 M $ 12305 2020/06/30 120.381 K $ 7.33 %
2025/09/30 SLV ISHARES SILVER TR 0.33% 1.581 M $ 37323 2024/09/30 81.240 K $ 29.14 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.31% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 MUB ISHARES TR 0.30% 1.430 M $ 13427 2020/03/31 33.977 K $ 1.92 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.29% 1.370 M $ 4343 2022/12/31 110.680 K $ 8.80 %
2025/09/30 AVGO BROADCOM INC 0.27% 1.304 M $ 3951 2021/12/31 237.441 K $ 19.68 %
2025/09/30 TUSI TOUCHSTONE ETF TRUST 0.25% 1.207 M $ 47591 2025/09/30 0.000 $ 0.00 %
2025/09/30 TBIL RBB FD INC 0.25% 1.185 M $ 23694 2023/03/31 0.000 $ 0.00 %
2025/09/30 MINT PIMCO ETF TR 0.23% 1.088 M $ 10804 2024/09/30 2.438 K $ 0.15 %
2025/09/30 SMH VANECK ETF TRUST 0.20% 972.553 K $ 2980 2025/06/30 117.940 K $ 17.03 %
2025/09/30 PROSHARES TR II 0.20% 951.542 K $ 57184 2025/06/30 -464.622 K $ -25.25 %
2025/09/30 D DOMINION ENERGY INC 0.18% 877.055 K $ 14338 2025/09/30 0.000 $ 0.00 %
2025/09/30 IGLD FIRST TR EXCHANGE-TRADED FD 0.18% 862.599 K $ 36032 2022/12/31 77.824 K $ 10.27 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 0.18% 854.657 K $ 17165 2024/09/30 29.563 K $ 1.08 %
2025/09/30 CB CHUBB LIMITED 0.16% 778.839 K $ 2759 2021/12/31 -20.325 K $ -2.58 %
2025/09/30 UGL PROSHARES TR II 0.15% 739.724 K $ 16060 2024/03/31 183.084 K $ 32.89 %
2025/09/30 SPXS DIREXION SHS ETF TR 0.14% 655.024 K $ 17242 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMLP ALPS ETF TR 0.13% 640.464 K $ 13647 2021/12/31 -26.000 K $ -3.95 %
2025/09/30 KWEB KRANESHARES TRUST 0.12% 589.442 K $ 14031 2025/03/31 116.643 K $ 22.37 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.12% 580.736 K $ 832 2023/03/31 -56.928 K $ -9.04 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.12% 569.102 K $ 1132 2023/06/30 19.328 K $ 3.49 %
2025/09/30 LLY ELI LILLY & CO 0.11% 544.019 K $ 713 2023/06/30 -5.686 K $ -2.12 %
2025/09/30 SOXS DIREXION SHS ETF TR 0.11% 535.741 K $ 103625 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.11% 534.279 K $ 577 2021/12/31 -49.968 K $ -6.50 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.11% 513.894 K $ 6440 2025/03/31 14.289 K $ 2.97 %
2025/09/30 CMF ISHARES TR 0.10% 494.608 K $ 8671 2023/03/31 39.535 K $ 2.33 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.10% 469.050 K $ 589 2024/12/31 52.185 K $ 12.52 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.09% 451.701 K $ 6329 2025/06/30 15.097 K $ 6.17 %
2025/09/30 XYLD GLOBAL X FDS 0.09% 437.366 K $ 11140 2022/03/31 3.588 K $ 0.82 %
2025/09/30 AZN ASTRAZENECA PLC 0.09% 426.563 K $ 5560 2025/03/31 21.853 K $ 9.79 %
2025/09/30 DEM WISDOMTREE TR 0.08% 402.229 K $ 8746 2025/06/30 5.870 K $ 1.55 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.08% 401.147 K $ 2455 2024/06/30 29.754 K $ 8.01 %
2025/09/30 HEFA ISHARES TR 0.08% 399.665 K $ 10090 2025/03/31 16.648 K $ 4.35 %
2025/09/30 ACWI ISHARES TR 0.08% 391.196 K $ 2830 2022/03/31 20.552 K $ 7.50 %
2025/09/30 SAP SAP SE 0.08% 371.422 K $ 1390 2025/09/30 0.000 $ 0.00 %
2025/09/30 VUG VANGUARD INDEX FDS 0.08% 360.187 K $ 751 2022/12/31 30.248 K $ 9.40 %
2025/09/30 ERJ EMBRAER S.A. 0.07% 354.418 K $ 5863 2025/06/30 17.370 K $ 6.22 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.07% 351.845 K $ 5413 2024/12/31 20.420 K $ 6.19 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.07% 339.653 K $ 1574 2024/09/30 18.114 K $ 5.43 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.07% 329.329 K $ 679 2025/09/30 0.000 $ 0.00 %
2025/09/30 NRG NRG ENERGY INC 0.06% 275.477 K $ 1701 2025/09/30 0.000 $ 0.00 %
2025/09/30 UVXY PROSHARES TR II 0.06% 269.926 K $ 25855 2024/12/31 -227.212 K $ -44.32 %
2025/09/30 ORCL ORACLE CORP 0.06% 269.428 K $ 958 2025/09/30 0.000 $ 0.00 %
2025/09/30 NYF ISHARES TR 0.06% 268.617 K $ 5035 2025/09/30 0.000 $ 0.00 %
2025/09/30 MFC MANULIFE FINL CORP 0.06% 265.273 K $ 8516 2024/06/30 -6.897 K $ -2.53 %
2025/09/30 CNC CENTENE CORP DEL 0.05% 253.685 K $ 7110 2025/09/30 0.000 $ 0.00 %
2025/09/30 WRB BERKLEY W R CORP 0.05% 252.080 K $ 3290 2025/03/31 10.363 K $ 4.29 %
2025/09/30 EWJ ISHARES INC 0.05% 236.458 K $ 2948 2025/03/31 27.541 K $ 6.99 %
2025/09/30 NLR VANECK ETF TRUST 0.05% 234.403 K $ 1728 2025/03/31 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC 0.05% 230.467 K $ 9045 2023/12/31 10.750 K $ 5.12 %
2025/09/30 SHY ISHARES TR 0.05% 228.555 K $ 2755 2023/03/31 275.000 $ 0.12 %
2025/09/30 IVV ISHARES TR 0.05% 228.231 K $ 341 2025/03/31 32.379 K $ 7.80 %
2025/09/30 VST VISTRA CORP 0.05% 225.329 K $ 1150 2024/06/30 2.194 K $ 1.09 %
2025/09/30 IQV IQVIA HLDGS INC 0.05% 221.850 K $ 1168 2025/09/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.05% 220.184 K $ 1923 2022/06/30 0.000 $ 0.00 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.05% 217.558 K $ 638 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMUB UBS AG LONDON BRANCH 0.05% 216.880 K $ 11713 2025/03/31 -7.144 K $ -3.19 %
2025/09/30 GPIX GOLDMAN SACHS ETF TR 0.05% 216.493 K $ 4145 2025/09/30 0.000 $ 0.00 %