Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$145.32M
Total Bought
$16.43M
Total Sold
$3.30M
Net Transaction
+$13.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PACER FDS TR
US CASH COWS 100
209,296263,418+54,12211,40515,23310.48%+3,829
PACER FDS TR
US SM CAP CA ETF
15,70373,879+58,1766843,4372.37%+2,753
APPLE INC(AAPL)57,07857,063-1512,02213,2969.15%+1,274
TESLA INC(TSLA)12,85913,659+8002,5453,5742.46%+1,029
SCHWAB STRATEGIC TR134,991135,319+32810,49711,4397.87%+942
ISHARES TR20,33529,595+9,2601,1901,8441.27%+654
SCHWAB STRATEGIC TR149,019152,214+3,1956,7927,2334.98%+441
META PLATFORMS INC(META)6,0546,074+203,0523,4772.39%+425
SCHWAB STRATEGIC TR123,636123,134-50212,46712,8288.83%+361
ISHARES BITCOIN TRUST ETF(IBIT)09,595+9,59503470.24%+347
PALANTIR TECHNOLOGIES INC(PLTR)08,309+8,30903090.21%+309
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
05,450+5,45002680.18%+268
INTERNATIONAL BUSINESS MACHS(IBM)01,114+1,11402460.17%+246
BLACKSTONE INC(BX)01,500+1,50002300.16%+230
PACER FDS TR
DATA AND INFRAST
06,935+6,93502230.15%+223
NVIDIA CORPORATION(NVDA)28,21830,512+2,2943,4863,7052.55%+219
NETFLIX INC(NFLX)0308+30802180.15%+218
ARDELYX INC232,377281,472+49,0951,7221,9391.33%+217
CONSOLIDATED EDISON INC(ED)02,000+2,00002080.14%+208
THE TRADE DESK INC(TTD)14,86014,881+211,4511,6321.12%+180
GOLDMAN SACHS ETF TR59,85359,976+1231,9552,1061.45%+150
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,89721,529+6324,7284,8603.34%+133
SCHWAB STRATEGIC TR53,17752,773-4041,4121,5401.06%+128
SCHWAB STRATEGIC TR30,87431,924+1,0501,1861,3130.90%+127
WALMART INC(WMT)9,0638,943-1206147220.50%+108
BERKSHIRE HATHAWAY INC DEL1,7801,775-57248170.56%+93
ROKU INC(ROKU)5,9345,848-863564370.30%+81
CARVANA CO(CVNA)1,7501,75002253050.21%+79
ISHARES TR8,3908,640+2507708480.58%+78
SPDR GOLD TR(GLD)2,2852,328+434915660.39%+75
NEXTERA ENERGY INC(NEE)4,7894,849+603394100.28%+71
SHOPIFY INC(SHOP)5,0054,994-113314000.28%+70
INNOVATOR ETFS TRUST
US EQTY PWR BF
36,07036,510+4401,3171,3820.95%+65
EXCHANGE TRADED CONCEPTS TRU21,05021,445+3955736370.44%+64
DIGITALOCEAN HLDGS INC(DOCN)26,13723,987-2,1509089690.67%+61
COSTCO WHSL CORP NEW(COST)416466+503544130.28%+60
GLOBAL E ONLINE LTD
SHS
22,05522,355+3008008590.59%+59
LOWES COS INC(LOW)1,1251,12502483050.21%+57
CATERPILLAR INC(CAT)639689+502132690.19%+57
MERCADOLIBRE INC(MELI)133134+12192750.19%+56
SCHWAB STRATEGIC TR10,14010,240+1005576100.42%+53
HOME DEPOT INC(HD)86586502983500.24%+53
ORACLE CORP(ORCL)1,5871,619+322242760.19%+52
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,81711,81704865360.37%+50
MCDONALDS CORP(MCD)792800+82022440.17%+42
EXCHANGE TRADED CONCEPTS TRU15,73315,883+1508679060.62%+40
NIKE INC(NKE)2,8062,80602112480.17%+37
ISHARES GOLD TR(IAU)6,1486,162+142703060.21%+36
PACER FDS TR
INDUSTRIAL RELET
6,1456,14502322660.18%+34
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4824,447-356536850.47%+32
ALPS ETF TR
OSHS GBL INTER
17,68617,416-2706977280.50%+31
SPDR S&P 500 ETF TR(SPY)447478+312432740.19%+31
HEALTHCARE RLTY TR(HR)24,89824,202-6964104390.30%+29
ALPS ETF TR
OSHARES US SMLCP
24,29122,820-1,4711,0021,0280.71%+27
INNOVATOR ETFS TRUST
US EQTY PWR BUF
24,61024,61009901,0170.70%+27
SCHWAB STRATEGIC TR7,9827,932-505025280.36%+26
EATON CORP PLC(ETN)1,0281,043+153223460.24%+23
ISHARES TR
FUTU EXPO TE ETF
10,24110,24106026230.43%+21
JPMORGAN CHASE & CO.(JPM)2,2572,25704574760.33%+19
VERIZON COMMUNICATIONS INC(VZ)5,2425,24202162350.16%+19
SOFI TECHNOLOGIES INC(SOFI)15,33615,33601011210.08%+19
TEXAS INSTRS INC(TXN)1,2821,28202492650.18%+15
VANGUARD BD INDEX FDS3,9183,932+142822950.20%+13
INNOVATOR ETFS TRUST
US EQTY PWR BUF
15,95815,95806116220.43%+11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,9908,99003373460.24%+10
PRUDENTIAL FINL INC(PFH)2,0772,07702432520.17%+8
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,9106,810-1002682760.19%+7
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,075+252642710.19%+7
INVESCO QQQ TR447449+22142190.15%+5
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4356,43502342380.16%+4
EXXON MOBIL CORP1,8841,88402172210.15%+4
INNOVATOR ETFS TRUST
US EQT PWR BUF
14,01513,615-4004864890.34%+4
INVESCO CALIF VALUE MUN INCO29,05027,850-1,2003033030.21%+1
FS KKR CAP CORP(FSK)12,12912,12902392390.16%0
BANK AMERICA CORP5,9245,92402362350.16%-1
INNOVIZ TECHNOLOGIES LTD27,50927,509026230.02%-3
SCHWAB STRATEGIC TR8,0057,805-2003853820.26%-3
ELI LILLY & CO(LLY)22622602052000.14%-4
WASTE MGMT INC DEL(WM)1,0001,00002132080.14%-6
HONEYWELL INTL INC(HON)2,1352,13504564410.30%-15
PACER FDS TR
METAURUS CAP 400
24,24622,656-1,5908908600.59%-30
BOEING CO(BA)1,4261,396-302602120.15%-47
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,7706,170-1,6002952420.17%-52
APPLIED MATLS INC2,1222,149+275014340.30%-67
ALPHABET INC(GOOG)4,3884,387-17997280.50%-72
ELASTIC N V
ORD SHS
4,4805,095+6155103910.27%-119
FASTLY INC(FSLY)17,1990-17,1991270-127
INNOVATOR ETFS TRUST
US EQTY PWR BUF
10,6556,705-3,9503802470.17%-132
CONFLUENT INC23,75023,850+1007014860.33%-215
EDWARDS LIFESCIENCES CORP2,4000-2,4002220-222
MICROSOFT CORP(MSFT)14,21414,240+266,3536,1274.22%-226
ISHARES BITCOIN TR(IBIT)8,3750-8,3752860-286
AMAZON COM INC(AMZN)53,29653,319+2310,3009,9356.84%-365
ALPHABET INC(GOOG)39,01839,136+1187,1576,5434.50%-613
CROWDSTRIKE HLDGS INC(CRWD)7,8667,936+703,0142,2261.53%-788
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