Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$142.95M
Total Bought
$8.97M
Total Sold
$17.02M
Net Transaction
-$8.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PACER FDS TR
US SM CAP CA ETF
081,074+81,07403,0402.13%+3,040
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
014,556+14,55607540.53%+754
SCHWAB STRATEGIC TR268,445289,841+21,3966,0946,7134.70%+619
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
15,86524,065+8,2007851,1220.78%+337
ALIBABA GROUP HLDG LTD(BABA)4,3144,769+4553666310.44%+265
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
013,050+13,05002370.17%+237
CONSOLIDATED EDISON INC(ED)02,000+2,00002210.15%+221
PALANTIR TECHNOLOGIES INC(PLTR)10,40411,932+1,5287871,0070.70%+220
ELI LILLY & CO(LLY)0243+24302010.14%+201
ISHARES TR38,42038,520+1003,3553,5072.45%+151
ARDELYX INC307,680347,455+39,7751,5601,7061.19%+146
BERKSHIRE HATHAWAY INC DEL1,7751,77508059450.66%+141
SPDR GOLD TR(GLD)2,7482,74806657920.55%+126
MERCADOLIBRE INC(MELI)234267+333985210.36%+123
ARCHER AVIATION INC(ACHR)016,325+16,32501160.08%+116
SCHWAB STRATEGIC TR395,524390,395-5,12910,80610,9157.64%+110
CROWDSTRIKE HLDGS INC(CRWD)8,0048,019+152,7392,8271.98%+89
COSTCO WHSL CORP NEW(COST)466519+534274910.34%+64
ISHARES GOLD TR(IAU)6,0876,088+13013590.25%+58
ALPS ETF TR
OSHS GBL INTER
15,32617,316+1,9907057550.53%+50
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4474,44706126490.45%+38
WASTE MGMT INC DEL(WM)1,0001,00002022320.16%+30
EXXON MOBIL CORP2,0432,087+442202480.17%+28
VERIZON COMMUNICATIONS INC(VZ)5,2895,28902122400.17%+28
INTERNATIONAL BUSINESS MACHS(IBM)1,0391,014-252282520.18%+24
GOLDMAN SACHS ETF TR54,94353,457-1,4861,7541,7741.24%+20
MCDONALDS CORP(MCD)800806+62322520.18%+20
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,81711,807-105715880.41%+17
JPMORGAN CHASE & CO.(JPM)2,3972,39705755880.41%+13
NETFLIX INC(NFLX)31731702832960.21%+13
PGIM GLOBAL HIGH YIELD FD FO10,66110,66101311430.10%+12
SCHWAB STRATEGIC TR50,35648,996-1,3601,3411,3510.94%+10
BOEING CO(BA)1,3861,474+882452510.18%+6
HOME DEPOT INC(HD)875942+673403450.24%+5
ISHARES TR37,57040,195+2,6252,3412,3451.64%+4
SCHWAB STRATEGIC TR15,59515,580-153753790.27%+4
VANGUARD BD INDEX FDS3,7873,762-252722760.19%+4
EATON VANCE LIMITED DURATION
COM
13,01413,01401271300.09%+3
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,1706,17002482460.17%-2
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,6856,68502512470.17%-3
NEXTERA ENERGY INC(NEE)4,8854,883-23503460.24%-4
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4356,43502442400.17%-4
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,2908,29003243180.22%-6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,05002712650.19%-6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,06514,06505575460.38%-10
SCHWAB STRATEGIC TR61,31856,728-4,5901,1341,1220.78%-12
INNOVATOR ETFS TRUST
US EQT PWR BUF
11,91511,91504374250.30%-12
BANK AMERICA CORP6,0206,012-82652510.18%-14
PRUDENTIAL FINL INC(PFH)2,0772,07702462320.16%-14
LOWES COS INC(LOW)1,1311,13102792640.18%-15
INVESCO CALIF VALUE MUN INCO23,60022,600-1,0002582400.17%-18
INNOVATOR ETFS TRUST
US EQTY PWR BUF
23,77523,77501,0049860.69%-19
ROKU INC(ROKU)5,0515,060+93753560.25%-19
EXCHANGE TRADED CONCEPTS TRU20,54520,945+4005935720.40%-20
HEALTHCARE RLTY TR(HR)20,97819,828-1,1503563350.23%-20
ISHARES TR
FUTU EXPO TE ETF
10,17110,186+156075860.41%-20
DIGITALOCEAN HLDGS INC(DOCN)23,66223,497-1658067850.55%-22
CATERPILLAR INC(CAT)69569502522290.16%-23
SPDR S&P 500 ETF TR(SPY)486468-182852620.18%-23
INVESCO QQQ TR57757702952710.19%-24
ISHARES BITCOIN TRUST ETF(IBIT)11,92512,985+1,0606336080.43%-25
SCHWAB STRATEGIC TR23,44623,421-255325040.35%-28
INNOVIZ TECHNOLOGIES LTD27,50927,509046180.01%-28
HONEYWELL INTL INC(HON)2,1462,14604854540.32%-30
INNOVATOR ETFS TRUST
US EQTY PWR BF
36,51036,360-1501,4061,3740.96%-32
ELASTIC N V
ORD SHS
5,0955,210+1155054640.32%-41
APPLIED MATLS INC2,1492,124-253493080.22%-41
SOFI TECHNOLOGIES INC(SOFI)15,33616,665+1,3292361940.14%-42
BLACKSTONE INC(BX)1,5001,50002592100.15%-49
WALMART INC(WMT)8,9648,664-3008107610.53%-49
META PLATFORMS INC(META)6,0806,086+63,5603,5082.45%-52
SHOPIFY INC(SHOP)5,0365,056+205354830.34%-53
SCHWAB STRATEGIC TR19,60519,320-2855825290.37%-53
PACER FDS TR
METAURUS CAP 400
22,65622,356-3008728160.57%-56
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,8105,310-1,5002802130.15%-67
EXCHANGE TRADED CONCEPTS TRU15,00815,038+308467740.54%-72
GLOBALSTAR INC(GSAT)52,0000-52,0001080-108
ALPHABET INC(GOOG)4,3944,382-128326780.47%-154
ALPS ETF TR
OSHARES US SMLCP
21,51318,118-3,3959417610.53%-179
CONFLUENT INC23,85020,300-3,5506674760.33%-191
DROPBOX INC(DBX)6,8550-6,8552060-206
TEXAS INSTRS INC(TXN)1,2760-1,2762390-239
ORACLE CORP(ORCL)1,6440-1,6442740-274
PROSHARES TR
PSHS ULTRA QQQ
2,5600-2,5602770-277
PACER FDS TR
US CASH COWS 100
264,527266,928+2,40114,94014,61710.23%-324
CARVANA CO(CVNA)1,6500-1,6503360-336
EATON CORP PLC(ETN)1,0500-1,0503480-348
GLOBAL E ONLINE LTD
SHS
23,03024,645+1,6151,2568790.61%-377
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,73721,946+2095,0544,5313.17%-523
NVIDIA CORPORATION(NVDA)30,76032,101+1,3414,1313,4792.43%-652
MICROSOFT CORP(MSFT)14,42014,299-1216,0785,3683.75%-710
THE TRADE DESK INC(TTD)15,02413,764-1,2601,7667530.53%-1,013
ALPHABET INC(GOOG)38,98238,628-3547,4246,0354.22%-1,389
AMAZON COM INC(AMZN)53,56853,254-31411,75210,1327.09%-1,620
SCHWAB STRATEGIC TR488,599478,616-9,98313,61711,9858.38%-1,633
APPLE INC(AAPL)56,84355,615-1,22814,23512,3548.64%-1,881
TESLA INC(TSLA)14,43012,966-1,4645,8273,3602.35%-2,467
PACER FDS TR
US SM CAP CA ETF
76,4190-76,4193,3630-3,363
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