Fund HoldingsHamilton Capital, LLC

Total Portfolio Value
$1.34B
Total Bought
$222.56M
Total Sold
$221.61M
Net Transaction
+$943.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
JANUS DETROIT STR TR
HENDERSON MTG
03,487,411+3,487,4110157,28211.76%+157,282
WISDOMTREE TR(WT)7,174,5627,167,223-7,339504,228546,07140.83%+41,843
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,247,292+3,247,2920304,52322.77%+304,523
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
1,346,1051,359,312+13,20764,42571,8675.37%+7,442
ISHARES TR1,197,0821,254,305+57,223106,612112,4748.41%+5,861
WISDOMTREE TR(WT)30,53334,084+3,5512,6863,6980.28%+1,012
ISHARES TR32,80432,430-3748,6039,3410.70%+738
INVESCO QQQ TR01,092+1,09204850.04%+485
ABBVIE INC(ABBV)12,90713,484+5772,0002,4560.18%+455
MICROSOFT CORP(MSFT)11,34311,219-1244,2654,7200.35%+455
LANCASTER COLONY CORP(MZTI)12,01911,766-2532,0002,4430.18%+443
NVIDIA CORPORATION(NVDA)2,1661,672-4941,0731,5110.11%+438
BERKSHIRE HATHAWAY INC DEL04,259+4,25901,7910.13%+1,791
VERIZON COMMUNICATIONS INC(VZ)09,843+9,84304130.03%+413
META PLATFORMS INC(META)01,878+1,87809120.07%+912
ISHARES TR12,89215,517+2,6251,4701,8360.14%+365
EXXON MOBIL CORP23,96623,715-2512,3962,7570.21%+361
CAPITAL ONE FINL CORP(COF)02,145+2,14503190.02%+319
AMAZON COM INC(AMZN)07,033+7,03301,2690.09%+1,269
TARGET CORP(TGT)01,560+1,56002760.02%+276
BROADCOM INC(AVGO)1,1981,208+101,3371,6010.12%+264
DIAMONDBACK ENERGY INC(FANG)01,317+1,31702610.02%+261
APPLIED MATLS INC01,259+1,25902600.02%+260
DISNEY WALT CO(DIS)02,096+2,09602560.02%+256
SPDR SER TR
ST STR SP600SM C
15,87818,970+3,0921,3231,5740.12%+251
WILLIAMS COS INC(WMB)05,901+5,90102300.02%+230
CARRIER GLOBAL CORPORATION(CARR)03,898+3,89802270.02%+227
HALLIBURTON CO(HAL)05,599+5,59902210.02%+221
RTX CORPORATION(RTX)02,218+2,21802160.02%+216
VANGUARD INDEX FDS1,1061,833+7272624770.04%+214
T-MOBILE US INC(TMUS)01,307+1,30702130.02%+213
TRAVELERS COMPANIES INC(TRV)0914+91402100.02%+210
LAM RESEARCH CORP(LRCX)0211+21102050.02%+205
NEXTERA ENERGY INC(NEE)03,194+3,19402040.02%+204
GENERAL ELECTRIC CO(GE)01,162+1,16202040.02%+204
ISHARES TR01,820+1,82002010.02%+201
PIONEER NAT RES CO1,2631,839+5762844830.04%+199
ELI LILLY & CO(LLY)01,156+1,15608990.07%+899
MARATHON PETE CORP(MPC)03,342+3,34206730.05%+673
INTERNATIONAL BUSINESS MACHS(IBM)1,9442,625+6813185010.04%+183
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,0098,929-1,0801,0411,2150.09%+174
ISHARES TR16,83516,83501,7721,9410.15%+170
MASTERCARD INCORPORATED(MA)2,7642,778+141,1791,3380.10%+159
HOME DEPOT INC(HD)2,3672,527+1608209700.07%+149
VANGUARD INDEX FDS507764+2572213670.03%+146
COCA COLA CO(KO)015,339+15,33909380.07%+938
JPMORGAN CHASE & CO(JPM)4,4194,392-277528800.07%+128
ORACLE CORP(ORCL)06,690+6,69008400.06%+840
VALERO ENERGY CORP(VLO)02,237+2,23703820.03%+382
PHILLIPS 66(PSX)2,4372,669+2323244360.03%+111
MERCK & CO INC(MRK)06,059+6,05907990.06%+799
MCKESSON CORP(MCK)788878+903654710.04%+107
PACCAR INC(PCAR)3,9733,972-13884920.04%+104
CHEVRON CORP NEW(CVX)10,20210,284+821,5221,6220.12%+100
CONOCOPHILLIPS(COP)8,5708,546-249951,0880.08%+93
PROCTER AND GAMBLE CO(PG)05,702+5,70209250.07%+925
QUALCOMM INC(QCOM)2,6432,783+1403824710.04%+89
ADVANCED DRAIN SYS INC DEL(WMS)2,5662,56603614420.03%+81
THE CIGNA GROUP(CI)1,1671,176+93494270.03%+78
EMERSON ELEC CO(EMR)04,852+4,85205500.04%+550
ABBOTT LABS13,52813,728+2001,4891,5600.12%+71
ISHARES TR2,55612,809+10,2537087780.06%+70
AFLAC INC(AFL)4,0394,642+6033333990.03%+65
ELEVANCE HEALTH INC(ELV)754809+553564190.03%+64
CATERPILLAR INC(CAT)0920+92003370.03%+337
ISHARES TR3,7793,77906246770.05%+52
FRANCO NEV CORP(FNV)03,949+3,94904710.04%+471
KINDER MORGAN INC DEL(KMI)10,87613,018+2,1421922390.02%+47
SCHWAB STRATEGIC TR4,7604,76003954410.03%+46
SCHLUMBERGER LTD(SLB)07,774+7,77404260.03%+426
WASTE MGMT INC DEL(WM)1,3961,374-222502930.02%+43
ALPHABET INC(GOOG)1,5401,685+1452172570.02%+40
ECOLAB INC(ECL)1,2231,202-212432780.02%+35
SALESFORCE INC(CRM)934929-52462800.02%+34
ISHARES TR2,1001,972-1281,0031,0370.08%+34
EOG RES INC(EOG)4,9774,969-86026350.05%+33
MORGAN STANLEY(MS)10,83311,060+2271,0101,0410.08%+31
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
6,5046,610+1063343650.03%+31
STRYKER CORPORATION(SYK)0812+81202910.02%+291
COSTCO WHSL CORP NEW(COST)489478-113233500.03%+27
GOLDMAN SACHS GROUP INC(GS)817820+33153430.03%+27
AUTOMATIC DATA PROCESSING IN01,050+1,05002620.02%+262
VANGUARD SPECIALIZED FUNDS1,2841,327+432192420.02%+24
ISHARES GOLD TR(IAU)27,34525,958-1,3871,0671,0900.08%+23
BANK AMERICA CORP8,9248,470-4543003210.02%+21
EQUINOX GOLD CORP(EQX)18,06718,0670881090.01%+20
ILLINOIS TOOL WKS INC(ITW)2,0712,092+215425610.04%+19
UNION PAC CORP(UNP)1,6311,701+704014180.03%+18
PEPSICO INC(PEP)4,9454,896-498408570.06%+17
SPDR S&P 500 ETF TR(SPY)023,500+23,5000160.00%+16
AMERIPRISE FINL INC(AMP)755691-642873030.02%+16
TJX COS INC NEW(TJX)3,3343,239-953133290.02%+16
COLGATE PALMOLIVE CO(CL)2,5852,458-1272062210.02%+15
GOLDMAN SACHS ETF TR22,57622,462-1142,2522,2660.17%+14
JOHNSON & JOHNSON(JNJ)4,8604,900+407627750.06%+13
ALPHABET INC(GOOG)2,2182,140-783103230.02%+13
NORFOLK SOUTHN CORP(NSC)1,0571,027-302502620.02%+12
GILEAD SCIENCES INC(GILD)6,1056,912+8074955060.04%+12
DANAHER CORPORATION(DHR)01,113+1,11302780.02%+278
ISHARES TR021,700+21,700050.00%+5
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