Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$156.45M
Total Bought
$10.13M
Total Sold
$13.54M
Net Transaction
-$3.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHWAB STRATEGIC TR478,616480,621+2,00511,98514,0398.97%+2,054
NVIDIA CORPORATION(NVDA)32,10133,784+1,6833,4795,3373.41%+1,858
MICROSOFT CORP(MSFT)14,29914,206-935,3687,0664.52%+1,699
AMAZON COM INC(AMZN)53,25452,742-51210,13211,5717.40%+1,439
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
026,140+26,14001,3020.83%+1,302
CROWDSTRIKE HLDGS INC(CRWD)8,0197,924-952,8274,0362.58%+1,208
META PLATFORMS INC(META)6,0866,092+63,5084,4972.87%+989
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,94621,594-3524,5315,4683.50%+937
PALANTIR TECHNOLOGIES INC(PLTR)11,93212,967+1,0351,0071,7681.13%+761
ALPHABET INC(GOOG)38,62838,232-3966,0356,7824.34%+747
TESLA INC(TSLA)12,96612,891-753,3604,0952.62%+735
SHOPIFY INC(SHOP)06,276+6,27607240.46%+724
ISHARES TR40,19543,135+2,9402,3452,6751.71%+330
ASTERA LABS INC(ALAB)02,595+2,59502350.15%+235
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,549+1,54902240.14%+224
PACER FDS TR
US LRG CP CASH
06,325+6,32502220.14%+222
GOLDMAN SACHS ETF TR53,45753,45701,7741,9891.27%+215
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,500+5,50002090.13%+209
THE TRADE DESK INC(TTD)13,76413,304-4607539580.61%+205
PACER FDS TR
DATA AND INFRAST
06,220+6,22002010.13%+201
ALPS ETF TR
OSHS GBL INTER
17,31617,716+4007559490.61%+195
ISHARES BITCOIN TRUST ETF(IBIT)12,98512,805-1806087840.50%+176
PACER FDS TR
US SM CAP CA ETF
81,07480,164-9103,0403,1922.04%+151
MERCADOLIBRE INC(MELI)267257-105216720.43%+151
NETFLIX INC(NFLX)317332+152964450.28%+149
PACER FDS TR
US CASH COWS 100
266,928267,790+86214,61714,7559.43%+138
JPMORGAN CHASE & CO.(JPM)2,3972,437+405887070.45%+119
SOFI TECHNOLOGIES INC(SOFI)16,66516,66501943030.19%+110
SPDR GOLD TR(GLD)2,7482,948+2007928990.57%+107
SCHWAB STRATEGIC TR48,99648,247-7491,3511,4540.93%+103
WALMART INC(WMT)8,6648,66407618470.54%+87
EXCHANGE TRADED CONCEPTS TRU15,03814,388-6507748600.55%+86
INNOVATOR ETFS TRUST
US EQTY PWR BF
36,36036,060-3001,3741,4590.93%+85
APPLIED MATLS INC2,1242,12403083890.25%+81
ROKU INC(ROKU)5,0604,939-1213564340.28%+78
INVESCO CALIF VALUE MUN INCO22,60030,147+7,5472403130.20%+73
PACER FDS TR
METAURUS CAP 400
22,35622,35608168830.56%+66
ISHARES TR
FUTU EXPO TE ETF
10,1869,986-2005866520.42%+65
ARCHER AVIATION INC(ACHR)16,32516,32501161770.11%+61
BOEING CO(BA)1,4741,462-122513060.20%+55
SCHWAB STRATEGIC TR23,42123,42105045580.36%+54
INVESCO QQQ TR57757702713180.20%+48
ALPHABET INC(GOOG)4,3824,108-2746787240.46%+46
HONEYWELL INTL INC(HON)2,1462,14604545000.32%+45
INNOVATOR ETFS TRUST
US EQTY PWR BUF
23,77523,310-4659861,0270.66%+41
CATERPILLAR INC(CAT)69569502292700.17%+41
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
14,55614,509-477547890.50%+36
BANK AMERICA CORP6,0126,032+202512850.18%+35
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,06514,06505465810.37%+34
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,6856,960+2752472770.18%+29
INNOVIZ TECHNOLOGIES LTD27,50927,509018450.03%+27
CONFLUENT INC20,30020,100-2004765010.32%+25
SCHWAB STRATEGIC TR19,32019,32005295540.35%+24
COSTCO WHSL CORP NEW(COST)51951904915140.33%+23
ALPS ETF TR
OSHARES US SMLCP
18,11818,124+67617830.50%+22
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,2908,29003183390.22%+21
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,3105,31002132330.15%+19
INNOVATOR ETFS TRUST
US EQT PWR BUF
11,91511,91504254440.28%+19
ISHARES GOLD TR(IAU)6,0886,065-233593780.24%+19
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,05002652820.18%+17
SPDR S&P 500 ETF TR(SPY)468451-172622790.18%+17
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4356,43502402540.16%+15
BLACKSTONE INC(BX)1,5001,50002102240.14%+15
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,1706,17002462610.17%+14
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,80711,355-4525885950.38%+7
ELI LILLY & CO(LLY)243258+152012010.13%0
HOME DEPOT INC(HD)94294203453450.22%0
PGIM GLOBAL HIGH YIELD FD FO10,66110,66101431430.09%-0
VANGUARD BD INDEX FDS3,7623,737-252762750.18%-1
SCHWAB STRATEGIC TR15,58015,500-803793780.24%-1
WASTE MGMT INC DEL(WM)1,0001,00002322290.15%-3
PRUDENTIAL FINL INC(PFH)2,0772,07702322230.14%-9
VERIZON COMMUNICATIONS INC(VZ)5,2895,28902402290.15%-11
LOWES COS INC(LOW)1,1311,133+22642510.16%-12
MCDONALDS CORP(MCD)806805-12522350.15%-17
CONSOLIDATED EDISON INC(ED)2,0002,00002212010.13%-20
NEXTERA ENERGY INC(NEE)4,8834,684-1993463250.21%-21
HEALTHCARE RLTY TR(HR)19,82819,753-753353130.20%-22
SCHWAB STRATEGIC TR56,72849,778-6,9501,1221,1000.70%-22
EXXON MOBIL CORP2,0872,065-222482230.14%-26
SCHWAB STRATEGIC TR289,841286,943-2,8986,7136,6694.26%-44
INTERNATIONAL BUSINESS MACHS(IBM)1,014689-3252522030.13%-49
ALIBABA GROUP HLDG LTD(BABA)4,7695,019+2506315690.36%-61
EXCHANGE TRADED CONCEPTS TRU20,94517,815-3,1305725080.32%-64
BERKSHIRE HATHAWAY INC DEL1,7751,785+109458670.55%-78
GLOBAL E ONLINE LTD
SHS
24,64523,815-8308797990.51%-80
EATON VANCE LIMITED DURATION
COM
13,0140-13,0141300-130
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4473,837-6106495170.33%-132
DIGITALOCEAN HLDGS INC(DOCN)23,49722,347-1,1507856380.41%-146
ISHARES TR38,52037,736-7843,5073,3302.13%-176
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
13,0500-13,0502370-237
ARDELYX INC347,455341,715-5,7401,7061,3400.86%-366
ELASTIC N V
ORD SHS
5,2100-5,2104640-464
SHOPIFY INC(SHOP)5,0560-5,0564830-483
SCHWAB STRATEGIC TR390,395384,554-5,84110,91510,1916.51%-725
APPLE INC(AAPL)55,61554,845-77012,35411,2537.19%-1,101
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
24,0650-24,0651,1220-1,122
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