Hamilton Capital, LLC

Q4 2024 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    129

  • Value ($000)

    $1,315,284

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001646639
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$532.99M
41 %

6,585,865

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$284.70M
22 %

3,323,652

JMBS
JMBS

JANUS DETROIT STR TR

HENDERSON MTG
$156.82M
12 %

3,549,658

EMB
EMB

ISHARES TR

JPMORGAN USD EMG
$118.61M
9 %

1,332,145

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$69.76M
5 %

1,218,086

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$19.99M
2 %

390,871

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$14.02M
1 %

309,160

IWB
IWB

ISHARES TR

RUS 1000 ETF
$10.39M
1 %

32,263

AAPL
AAPL

APPLE INC

COM
$7.92M
1 %

31,647

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$6.58M
1 %

126,004

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