Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$124.18M
Total Bought
$13.20M
Total Sold
$4.32M
Net Transaction
+$8.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PACER FDS TR
US CASH COWS 100
190,198207,141+16,9439,88812,0379.69%+2,149
AMAZON COM INC(AMZN)53,00153,301+3008,0539,6147.74%+1,561
SCHWAB STRATEGIC TR124,334125,611+1,27710,31511,6479.38%+1,332
NVIDIA CORPORATION(NVDA)2,9752,807-1681,4732,5362.04%+1,063
META PLATFORMS INC(META)6,0036,053+502,1252,9392.37%+815
SCHWAB STRATEGIC TR136,731137,516+78510,40911,0888.93%+679
MICROSOFT CORP(MSFT)14,10414,194+905,3045,9724.81%+668
ALPHABET INC(GOOG)38,15839,088+9305,3785,9514.79%+574
ISHARES TR08,135+8,13504940.40%+494
CROWDSTRIKE HLDGS INC(CRWD)8,0467,856-1902,0542,5192.03%+464
THE TRADE DESK INC(TTD)12,56014,860+2,3009041,2991.05%+395
PACER FDS TR
US SM CAP CA ETF
07,188+7,18803530.28%+353
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,79620,913+1174,0034,3563.51%+353
ISHARES BITCOIN TR(IBIT)08,300+8,30003360.27%+336
ARDELYX INC61,60291,232+29,6303826660.54%+284
SCHWAB STRATEGIC TR140,097147,343+7,2466,5316,7785.46%+246
CATERPILLAR INC(CAT)0639+63902340.19%+234
EDWARDS LIFESCIENCES CORP02,400+2,40002290.18%+229
BANK AMERICA CORP05,924+5,92402250.18%+225
VERIZON COMMUNICATIONS INC(VZ)05,302+5,30202220.18%+222
EXXON MOBIL CORP01,884+1,88402190.18%+219
INTERNATIONAL BUSINESS MACHS(IBM)01,144+1,14402180.18%+218
PACER FDS TR
METAURUS CAP 400
19,67124,246+4,5756508680.70%+218
WASTE MGMT INC DEL(WM)01,000+1,00002130.17%+213
CONFLUENT INC24,05024,05005637340.59%+171
BERKSHIRE HATHAWAY INC DEL1,7801,78006357490.60%+114
APPLIED MATLS INC2,1222,12203444380.35%+94
SOFI TECHNOLOGIES INC(SOFI)011,478+11,4780840.07%+84
INNOVATOR ETFS TRUST
US EQTY PWR BF
37,61037,61001,2551,3311.07%+76
EATON CORP PLC(ETN)1,0281,02802483210.26%+74
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,3444,482+1385926620.53%+70
JPMORGAN CHASE & CO(JPM)2,2572,25703844520.36%+68
WALMART INC(WMT)3,0319,063+6,0324785450.44%+67
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,73511,817+824414980.40%+56
ALPHABET INC(GOOG)4,5484,540-86356850.55%+50
GLOBAL E ONLINE LTD
SHS
15,25017,950+2,7006046520.53%+48
INNOVATOR ETFS TRUST
US EQTY PWR BUF
25,13525,13509369830.79%+47
SCHWAB STRATEGIC TR8,1028,099-34514940.40%+43
DIGITALOCEAN HLDGS INC(DOCN)26,43826,43809701,0090.81%+39
ALPS ETF TR
OSHS GBL INTER
17,99118,141+1506576950.56%+38
ALPS ETF TR
OSHARES US SMLCP
32,06930,342-1,7271,2561,2921.04%+35
HOME DEPOT INC(HD)86586503003320.27%+32
EXCHANGE TRADED CONCEPTS TRU15,95816,133+1759149460.76%+32
SPDR GOLD TR(GLD)2,3002,290-104404710.38%+31
ISHARES TR6,0186,618+6005956260.50%+31
LOWES COS INC(LOW)1,1661,134-322592890.23%+29
PRUDENTIAL FINL INC(PFH)2,0772,07702152440.20%+28
SCHWAB STRATEGIC TR55,23855,178-601,3691,3931.12%+24
SPDR S&P 500 ETF TR(SPY)430436+62042280.18%+24
COSTCO WHSL CORP NEW(COST)429417-122833060.25%+22
INNOVATOR ETFS TRUST
US EQTY PWR BUF
16,15816,15805846060.49%+22
SCHWAB STRATEGIC TR10,24010,24005675840.47%+17
NEXTERA ENERGY INC(NEE)4,9824,983+13033180.26%+16
EXCHANGE TRADED CONCEPTS TRU21,33021,515+1855986120.49%+14
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,9106,91002502620.21%+12
INNOVATOR ETFS TRUST
US EQTY PWR BUF
10,65510,65503563680.30%+12
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,05002472580.21%+11
ISHARES GOLD TR(IAU)6,3596,148-2112482580.21%+10
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,7707,77002772860.23%+9
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,5236,498-252252310.19%+6
INVESCO CALIF VALUE MUN INCO29,05029,05002852890.23%+5
ISHARES TR
FLTG RATE NT ETF
7,8907,89003994030.32%+3
TEXAS INSTRS INC(TXN)1,2921,282-102202230.18%+3
CVS HEALTH CORP(CVS)2,8452,84502252270.18%+2
CUE HEALTH INC16,62716,6270330.00%0
INNOVATOR ETFS TRUST
US EQTY PWR BUF
9,4908,990-5003303280.26%-2
SCHWAB STRATEGIC TR8,3058,30504024000.32%-2
VANGUARD BD INDEX FDS3,8983,918+202872850.23%-2
ISHARES TR
FUTU EXPO TE ETF
10,54010,54006316280.51%-3
INNOVATOR ETFS TRUST
US EQT PWR BUF
13,81513,365-4504524490.36%-3
HONEYWELL INTL INC(HON)2,1352,13504484380.35%-10
MCDONALDS CORP(MCD)79279202352230.18%-12
SHOPIFY INC(SHOP)5,4555,345-1104254120.33%-12
PACER FDS TR
INDUSTRIAL RELET
6,1456,14502572440.20%-13
FS KKR CAP CORP(FSK)12,66212,504-1582532380.19%-14
UNITEDHEALTH GROUP INC(UNH)51551502712550.21%-16
INNOVIZ TECHNOLOGIES LTD17,50917,509044240.02%-21
ELASTIC N V
ORD SHS
4,7004,830+1305304840.39%-46
GOLDMAN SACHS ETF TR64,46661,550-2,9161,9781,9291.55%-49
DROPBOX INC(DBX)9,8558,955-9002912180.18%-73
SCHWAB STRATEGIC TR35,45631,379-4,0771,3101,2240.99%-86
NIKE INC(NKE)3,3062,806-5003592640.21%-95
FASTLY INC(FSLY)19,33719,084-2533442480.20%-97
BOEING CO(BA)1,4361,426-103742750.22%-99
BIGCOMMERCE HLDGS INC10,4870-10,4871020-102
TWILIO INC(TWLO)7,0016,936-655314240.34%-107
HEALTHCARE RLTY TR(HR)26,89825,148-1,7504633560.29%-108
PACER FDS TR
DATA AND INFRAST
6,9350-6,9352070-207
ROKU INC(ROKU)6,8306,205-6256264040.33%-222
TESLA INC(TSLA)11,66812,753+1,0852,8992,2421.81%-657
APPLE INC(AAPL)57,40957,077-33211,0539,7887.88%-1,265
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