Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAMILTON WEALTH LLC | 02-12-2024 | 12-31-2023 | 92 | 317,853,364 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 101 | $469,417 | 5,945 | 0.00 | 0.00 | 1,912 | 47.41 | 12-31-2023 |
| BROADCOM INC | COM | 102 | $466,752 | 418 | 0.00 | 0.00 | 2 | 0.48 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 537 | 6.06 | 12-31-2023 |
| CHUBB LIMITED | COM | 104 | $421,574 | 1,865 | 0.00 | 0.00 | -10 | -0.53 | 12-31-2023 |
