Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$100.74M
Total Bought
$1.06M
Total Sold
$5.83M
Net Transaction
-$4.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)38,24238,158-844,6265,0314.99%+405
PACER FDS TR
US CASH COWS 100
189,362188,714-6489,0659,3289.26%+263
INNOVATOR ETFS TR
US EQTY PWR BUF
06,910+6,91002330.23%+233
EXXON MOBIL CORP01,864+1,86402190.22%+219
CROWDSTRIKE HLDGS INC(CRWD)8,3258,340+151,2231,3961.39%+173
PACER FDS TR
METAURUS CAP 400
9,14612,886+3,7402913920.39%+101
META PLATFORMS INC(META)5,9535,998+451,7081,8011.79%+92
ELASTIC N V
ORD SHS
4,7004,70003013820.38%+80
FASTLY INC(FSLY)19,48719,48703073740.37%+66
ALPHABET INC(GOOG)4,5514,55105455960.59%+51
ROKU INC(ROKU)6,9476,94704444900.49%+46
INNOVIZ TECHNOLOGIES LTD017,509+17,5090340.03%+34
NVIDIA CORPORATION(NVDA)3,0873,042-451,3061,3231.31%+17
BERKSHIRE HATHAWAY INC DEL1,7801,78006076240.62%+17
EATON CORP PLC(ETN)1,0281,02802072190.22%+13
UNITEDHEALTH GROUP INC(UNH)51551502482600.26%+12
COSTCO WHSL CORP NEW(COST)41841802252360.23%+11
WALMART INC(WMT)3,0313,03104764850.48%+8
TWILIO INC(TWLO)6,6967,416+7204264340.43%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
15,55815,55805215280.52%+8
FS KKR CAP CORP(FSK)12,97512,97502492550.25%+7
DROPBOX INC(DBX)9,8559,85502632680.27%+6
CUE HEALTH INC13,62716,627+3,000570.01%+2
JPMORGAN CHASE & CO(JPM)2,2412,24103263250.32%-1
SCHWAB STRATEGIC TR8,3058,30503993980.39%-1
INNOVATOR ETFS TR
US EQTY PWR BUF
7,7707,77002622600.26%-2
INNOVATOR ETFS TR
US EQTY PWR BUF
9,4909,49003103070.31%-3
THE TRADE DESK INC(TTD)11,90011,710-1909199150.91%-4
INNOVATOR ETFS TR
US EQTY PWR BUF
10,65510,65503373340.33%-4
INNOVATOR ETFS TR
US EQT PWR BUF
13,81513,81504274230.42%-4
INNOVATOR ETFS TR
US EQTY PWR BUF
6,5236,52302212160.21%-6
INNOVATOR ETFS TR
US EQTY PWR BF
37,61037,61001,1731,1681.16%-6
INNOVATOR ETFS TR
US EQTY PWR BUF
6,2006,20002062010.20%-6
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,73511,73503963890.39%-6
BIGCOMMERCE HLDGS INC14,63714,037-6001461390.14%-7
HOME DEPOT INC(HD)86586502692610.26%-7
ALPS ETF TR
OSHARES US SMLCP
30,91732,063+1,1461,1351,1261.12%-9
ALPS ETF TR
OSHS GBL INTER
18,00118,276+2755765650.56%-11
VANGUARD BD INDEX FDS4,3584,35803173040.30%-13
APPLIED MATLS INC2,1222,12203072940.29%-13
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,2894,308+195695550.55%-15
SCHWAB STRATEGIC TR8,1028,10204194040.40%-15
SPDR GOLD TR(GLD)2,3002,30004103940.39%-16
ISHARES TR
FLTG RATE NT ETF
8,4408,115-3254294130.41%-16
SCHWAB STRATEGIC TR10,24010,24005174970.49%-20
PACER FDS TR
INDUSTRIAL RELET
6,1456,14502402160.21%-25
SHOPIFY INC(SHOP)5,1505,635+4853333080.31%-25
GLOBAL E ONLINE LTD
SHS
14,10013,850-2505775500.55%-27
TEXAS INSTRS INC(TXN)1,2921,29202332050.20%-27
MCDONALDS CORP(MCD)79279202362090.21%-28
BOEING CO(BA)1,4361,43603032750.27%-28
INVESCO CALIF VALUE MUN INCO29,05029,05002782450.24%-33
ISHARES TR
FUTU EXPO TE ETF
10,54010,54005865500.55%-36
LOWES COS INC(LOW)1,2391,166-732802420.24%-37
INNOVATOR ETFS TR
US EQTY PWR BUF
26,01525,135-8809138750.87%-39
SCHWAB STRATEGIC TR56,18856,138-501,3841,3441.33%-40
PAGERDUTY INC38,04536,170-1,8758558130.81%-42
FARFETCH LTD12,04011,840-20073250.02%-48
HONEYWELL INTL INC(HON)2,1352,13504433940.39%-49
NIKE INC(NKE)3,3063,30603653160.31%-49
PROSHARES TR26,55019,000-7,5502832270.23%-56
SCHWAB STRATEGIC TR34,82634,876+501,2421,1841.18%-57
NEXTERA ENERGY INC(NEE)4,9744,978+43692850.28%-84
GOLDMAN SACHS ETF TR68,14067,697-4432,0371,9411.93%-97
EXCHANGE TRADED CONCEPTS TR21,33021,33006425390.53%-103
HEALTHCARE RLTY TR(HR)28,87027,848-1,0225444250.42%-119
EXCHANGE TRADED CONCEPTS TR15,99315,99309378050.80%-131
CONFLUENT INC23,75023,75008397030.70%-135
TESLA INC(TSLA)11,98611,98603,1382,9992.98%-138
PROSHARES TR19,12510,475-8,6503622140.21%-148
AMAZON COM INC(AMZN)53,19453,136-586,9346,7556.70%-180
PACER FDS TR
DATA AND INFRAST
6,9350-6,9352030-203
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,64220,625-173,5893,3813.36%-208
ISHARES GOLD TR(IAU)5,7110-5,7112080-208
EDWARDS LIFESCIENCES CORP2,4000-2,4002260-226
SCHWAB STRATEGIC TR141,680139,854-1,8266,5406,1866.14%-354
MICROSOFT CORP(MSFT)14,28314,164-1194,8644,4724.44%-392
DIGITALOCEAN HLDGS INC(DOCN)26,91826,748-1701,0806430.64%-438
SCHWAB STRATEGIC TR128,579126,232-2,3479,6379,1809.11%-457
SCHWAB STRATEGIC TR140,359137,335-3,02410,1939,7189.65%-475
APPLE INC(AAPL)56,92756,761-16611,0429,7189.65%-1,324
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