Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$131.88M
Total Bought
$9.26M
Total Sold
$7.29M
Net Transaction
+$1.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)57,07757,078+19,78812,0229.12%+2,234
ALPHABET INC(GOOG)39,08839,018-705,9517,1575.43%+1,205
ARDELYX INC91,232232,377+141,1456661,7221.31%+1,056
NVIDIA CORPORATION(NVDA)2,80728,218+25,4112,5363,4862.64%+950
SCHWAB STRATEGIC TR125,611123,636-1,97511,64712,4679.45%+821
ISHARES TR8,13520,335+12,2004941,1900.90%+696
AMAZON COM INC(AMZN)53,30153,296-59,61410,3007.81%+685
SCHWAB STRATEGIC TR010,140+10,14005570.42%+557
CROWDSTRIKE HLDGS INC(CRWD)7,8567,866+102,5193,0142.29%+496
MICROSOFT CORP(MSFT)14,19414,214+205,9726,3534.82%+381
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,91320,897-164,3564,7283.58%+372
PACER FDS TR
US SM CAP CA ETF
7,18815,703+8,5153536840.52%+331
TESLA INC(TSLA)12,75312,859+1062,2422,5451.93%+303
CARVANA CO(CVNA)01,750+1,75002250.17%+225
ORACLE CORP(ORCL)01,587+1,58702240.17%+224
MERCADOLIBRE INC(MELI)0133+13302190.17%+219
INVESCO QQQ TR0447+44702140.16%+214
ELI LILLY & CO(LLY)0226+22602050.16%+205
THE TRADE DESK INC(TTD)14,86014,86001,2991,4511.10%+152
GLOBAL E ONLINE LTD
SHS
17,95022,055+4,1056528000.61%+147
ISHARES TR6,6188,390+1,7726267700.58%+144
ALPHABET INC(GOOG)4,5404,388-1526857990.61%+114
META PLATFORMS INC(META)6,0536,054+12,9393,0522.31%+113
WALMART INC(WMT)9,0639,06305456140.47%+68
APPLIED MATLS INC2,1222,12204385010.38%+63
HEALTHCARE RLTY TR(HR)25,14824,898-2503564100.31%+54
COSTCO WHSL CORP NEW(COST)417416-13063540.27%+48
INNOVATOR ETFS TRUST
US EQT PWR BUF
13,36514,015+6504494860.37%+37
GOLDMAN SACHS ETF TR61,55059,853-1,6971,9291,9551.48%+26
ELASTIC N V
ORD SHS
4,8304,480-3504845100.39%+26
TEXAS INSTRS INC(TXN)1,2821,28202232490.19%+26
PACER FDS TR
METAURUS CAP 400
24,24624,24608688900.67%+22
NEXTERA ENERGY INC(NEE)4,9834,789-1943183390.26%+21
SPDR GOLD TR(GLD)2,2902,285-54714910.37%+20
SCHWAB STRATEGIC TR55,17853,177-2,0011,3931,4121.07%+19
HONEYWELL INTL INC(HON)2,1352,13504384560.35%+18
SOFI TECHNOLOGIES INC(SOFI)11,47815,336+3,858841010.08%+18
SPDR S&P 500 ETF TR(SPY)436447+112282430.18%+15
SCHWAB STRATEGIC TR147,343149,019+1,6766,7786,7925.15%+14
INVESCO CALIF VALUE MUN INCO29,05029,05002893030.23%+13
ISHARES GOLD TR(IAU)6,1486,14802582700.20%+12
INNOVATOR ETFS TRUST
US EQTY PWR BUF
10,65510,65503683800.29%+12
BANK AMERICA CORP5,9245,92402252360.18%+11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,9908,99003283370.26%+9
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,7707,77002862950.22%+9
SCHWAB STRATEGIC TR8,0997,982-1174945020.38%+7
INNOVATOR ETFS TRUST
US EQTY PWR BUF
25,13524,610-5259839900.75%+7
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,05002582640.20%+6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,9106,91002622680.20%+6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
16,15815,958-2006066110.46%+5
JPMORGAN CHASE & CO.(JPM)2,2572,25704524570.35%+4
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4986,435-632312340.18%+3
INNOVIZ TECHNOLOGIES LTD17,50927,509+10,00024260.02%+2
ALPS ETF TR
OSHS GBL INTER
18,14117,686-4556956970.53%+1
EATON CORP PLC(ETN)1,0281,02803213220.24%+1
FS KKR CAP CORP(FSK)12,50412,129-3752382390.18%+1
WASTE MGMT INC DEL(WM)1,0001,00002132130.16%0
PRUDENTIAL FINL INC(PFH)2,0772,07702442430.18%-0
EXXON MOBIL CORP1,8841,88402192170.16%-2
VANGUARD BD INDEX FDS3,9183,91802852820.21%-2
CUE HEALTH INC16,6270-16,62730-3
VERIZON COMMUNICATIONS INC(VZ)5,3025,242-602222160.16%-6
EDWARDS LIFESCIENCES CORP2,4002,40002292220.17%-8
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4824,48206626530.50%-9
PACER FDS TR
INDUSTRIAL RELET
6,1456,14502442320.18%-12
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,81711,81704984860.37%-12
INNOVATOR ETFS TRUST
US EQTY PWR BF
37,61036,070-1,5401,3311,3171.00%-14
SCHWAB STRATEGIC TR8,3058,005-3004003850.29%-15
BOEING CO(BA)1,4261,42602752600.20%-16
CATERPILLAR INC(CAT)63963902342130.16%-21
MCDONALDS CORP(MCD)79279202232020.15%-21
BERKSHIRE HATHAWAY INC DEL1,7801,78007497240.55%-24
ISHARES TR
FUTU EXPO TE ETF
10,54010,241-2996286020.46%-26
CONFLUENT INC24,05023,750-3007347010.53%-33
HOME DEPOT INC(HD)86586503322980.23%-34
SCHWAB STRATEGIC TR31,37930,874-5051,2241,1860.90%-38
EXCHANGE TRADED CONCEPTS TRU21,51521,050-4656125730.43%-38
LOWES COS INC(LOW)1,1341,125-92892480.19%-41
ROKU INC(ROKU)6,2055,934-2714043560.27%-49
ISHARES BITCOIN TR(IBIT)8,3008,375+753362860.22%-50
NIKE INC(NKE)2,8062,80602642110.16%-52
EXCHANGE TRADED CONCEPTS TRU16,13315,733-4009468670.66%-79
SHOPIFY INC(SHOP)5,3455,005-3404123310.25%-82
DIGITALOCEAN HLDGS INC(DOCN)26,43826,137-3011,0099080.69%-101
FASTLY INC(FSLY)19,08417,199-1,8852481270.10%-121
DROPBOX INC(DBX)8,9550-8,9552180-218
INTERNATIONAL BUSINESS MACHS(IBM)1,1440-1,1442180-218
CVS HEALTH CORP(CVS)2,8450-2,8452270-227
UNITEDHEALTH GROUP INC(UNH)5150-5152550-255
ALPS ETF TR
OSHARES US SMLCP
30,34224,291-6,0511,2921,0020.76%-290
ISHARES TR
FLTG RATE NT ETF
7,8900-7,8904030-403
TWILIO INC(TWLO)6,9360-6,9364240-424
SCHWAB STRATEGIC TR10,2400-10,2405840-584
SCHWAB STRATEGIC TR137,516134,991-2,52511,08810,4977.96%-591
PACER FDS TR
US CASH COWS 100
207,141209,296+2,15512,03711,4058.65%-632
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