Hamilton Wealth, LLC Diversified Active

Location: Los Angeles, CA

CIK: 0001760263 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 23, 2021

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (54)

VYMI VANGUARD WHITEHALL FDS 7.6%
Value $15.61M Shares 238,546 Est. Cost $65.45 Unrealized
VFH VANGUARD WORLD FDS 7.0%
Value $14.47M Shares 171,280 Est. Cost $72.68 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.0%
Value $12.29M Shares 83,548 Est. Cost $120.55 Unrealized
GSLC GOLDMAN SACHS ETF TR 5.9%
Value $12.2M Shares 154,178 Est. Cost $70.13 Unrealized
META FACEBOOK INC 5.3%
Value $10.87M Shares 36,890 Est. Cost $143.86 Unrealized +85.9%
VYM VANGUARD WHITEHALL FDS 5.2%
Value $10.63M Shares 105,188 Est. Cost $100.11 Unrealized
AMZN AMAZON COM INC 5.2%
Value $10.63M Shares 3,435 Est. Cost $86.52 Unrealized +83.2%
AAPL APPLE INC 5.0%
Value $10.32M Shares 84,478 Est. Cost $88.99 Unrealized +40.5%
BA BOEING CO 4.5%
Value $9.223M Shares 36,208 Est. Cost $186.22 Unrealized +19.4%
PDBC INVESCO ACTIVLY MANGD ETC FD 4.4%
Value $9.154M Shares 531,131 Est. Cost $17.23 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 4.2%
Value $8.646M Shares 137,559 Est. Cost $55.88 Unrealized
GOOGL ALPHABET INC 3.9%
Value $8.118M Shares 3,936 Est. Cost $58.30 Unrealized +68.0%
MSFT MICROSOFT CORP 3.9%
Value $8.076M Shares 34,252 Est. Cost $157.69 Unrealized +41.4%
GLD SPDR GOLD TR 3.1%
Value $6.449M Shares 40,316 Est. Cost $121.51 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 2.2%
Value $4.439M Shares 83,647 Est. Cost $26.07 Unrealized
PROSHARES TR II 2.1%
Value $4.3M Shares 459,846 Est. Cost $12.09 Unrealized
MSOS ADVISORSHARES TR 2.0%
Value $4.104M Shares 96,801 Est. Cost $37.02 Unrealized
PFE PFIZER INC 1.9%
Value $3.832M Shares 105,769 Est. Cost $26.49 Unrealized +5.8%
PROSHARES TR 1.8%
Value $3.704M Shares 266,301 Est. Cost $13.91 Unrealized
BOND PIMCO ETF TR 1.7%
Value $3.579M Shares 32,699 Est. Cost $108.81 Unrealized
ISHARES GOLD TR 1.4%
Value $2.904M Shares 178,578 Est. Cost $13.59 Unrealized
IHI ISHARES TR 1.2%
Value $2.551M Shares 7,722 Est. Cost $210.18 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 1.2%
Value $2.471M Shares 50,022 Est. Cost $29.30 Unrealized
IXJ ISHARES TR 1.1%
Value $2.247M Shares 29,160 Est. Cost $77.06 Unrealized
GOOG ALPHABET INC 1.1%
Value $2.176M Shares 1,052 Est. Cost $53.53 Unrealized +84.0%
GBIL GOLDMAN SACHS ETF TR 1.0%
Value $2.003M Shares 20,000 Est. Cost $100.48 Unrealized
VDC VANGUARD WORLD FDS 1.0%
Value $1.959M Shares 10,989 Est. Cost $135.19 Unrealized
VNLA JANUS DETROIT STR TR 0.9%
Value $1.942M Shares 38,703 Est. Cost $50.26 Unrealized
DIS DISNEY WALT CO 0.9%
Value $1.853M Shares 10,044 Est. Cost $124.53 Unrealized +44.7%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value $1.806M Shares 7,966 Est. Cost $185.02 Unrealized
MINT PIMCO ETF TR 0.7%
Value $1.351M Shares 13,252 Est. Cost $101.71 Unrealized
CANOPY GROWTH CORP 0.6%
Value $1.327M Shares 41,435 Est. Cost $16.12 Unrealized
PAVE GLOBAL X FDS 0.6%
Value $1.168M Shares 46,604 Est. Cost $25.06 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value $1.163M Shares 8,242 Est. Cost $141.11 Unrealized
BKNG BOOKING HOLDINGS INC 0.5%
Value $1.116M Shares 479 Est. Cost $2185.19 Unrealized 0.0%
ABNB AIRBNB INC 0.5%
Value $1.114M Shares 5,925 Est. Cost $185.28 Unrealized 0.0%
DIREXION SHS ETF TR 0.5%
Value $1.032M Shares 46,221 Est. Cost $22.33 Unrealized
TSLA TESLA INC 0.4%
Value $743K Shares 1,112 Est. Cost $122.90 Unrealized +104.3%
SBUX STARBUCKS CORP 0.2%
Value $481K Shares 4,402 Est. Cost $64.11 Unrealized +46.6%
VTI VANGUARD INDEX FDS 0.2%
Value $456K Shares 2,204 Est. Cost $206.90 Unrealized
NFLX NETFLIX INC 0.2%
Value $412K Shares 789 Est. Cost $34.62 Unrealized +53.2%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value $364K Shares 1,360 Est. Cost $194.44 Unrealized +60.3%
VTEB VANGUARD MUN BD FDS 0.2%
Value $340K Shares 6,230 Est. Cost $51.40 Unrealized
MUB ISHARES TR 0.2%
Value $336K Shares 2,891 Est. Cost $113.99 Unrealized
FLOT ISHARES TR 0.1%
Value $305K Shares 6,000 Est. Cost $50.83 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $262K Shares 552 Est. Cost $371.74 Unrealized +25.7%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $238K Shares 1,333 Est. Cost $158.27 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value $213K Shares 7,905 Est. Cost $26.94 Unrealized
F FORD MTR CO DEL 0.1%
Value $208K Shares 17,000 Est. Cost $4.20 Unrealized +106.6%
MRK MERCK & CO. INC 0.1%
Value $203K Shares 2,633 Est. Cost $63.06 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.1%
Value $202K Shares 2,569 Est. Cost $78.63 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $201K Shares 910 Est. Cost $220.88 Unrealized
PROSHARES TR 0.1%
Value $140K Shares 12,978 Est. Cost $10.79 Unrealized
SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value $48,000 Shares 15,494 Est. Cost $3.10 Unrealized