Fund Holdings — Clay Northam Wealth Management, LLC

Total Portfolio Value
$175.07M
Total Bought
$12.22M
Total Sold
$7.91M
Net Transaction
+$4.31M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
▲▼
Change
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ALPHABET INC(GOOG)38,23238,579+3476,7829,3965.37%+2,614
APPLE INC(AAPL)54,84554,014-83111,25313,7547.86%+2,501
TESLA INC(TSLA)12,89112,479-4124,0955,5503.17%+1,455
SCHWAB STRATEGIC TR480,621483,481+2,86014,03915,4288.81%+1,389
NVIDIA CORPORATION(NVDA)33,78433,701-835,3376,2883.59%+951
PACER FDS TR
US CASH COWS 100
267,790271,336+3,54614,75515,5948.91%+838
PACER FDS TR
US LRG CP CASH
6,32524,248+17,9232228800.50%+658
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,59421,599+55,4686,0883.48%+620
ARDELYX INC341,715323,465-18,2501,3401,7821.02%+443
PROSHARES TR
ULTRAPRO QQQ
04,210+4,21004350.25%+435
SCHWAB STRATEGIC TR384,554388,722+4,16810,19110,6126.06%+421
ISHARES TR43,13547,060+3,9252,6753,0711.75%+396
ASTERA LABS INC(ALAB)2,5953,185+5902356240.36%+389
PACER FDS TR
US SM CAP CA ETF
80,16481,344+1,1803,1923,5612.03%+369
GOLDMAN SACHS ETF TR53,45756,828+3,3711,9892,3151.32%+325
APPLOVIN CORP(APP)0445+44503200.18%+320
THORNBURG ETF TR
MULTI SECTOR BD
012,400+12,40003180.18%+318
ALIBABA GROUP HLDG LTD(BABA)5,0194,869-1505698700.50%+301
ALPHABET INC(GOOG)4,1084,100-87249970.57%+273
VERTIV HOLDINGS CO(VRT)01,795+1,79502710.15%+271
OKLO INC(OKLO)02,415+2,41502700.15%+270
TEXAS INSTRS INC(TXN)01,376+1,37602530.14%+253
VISTRA CORP(VST)01,262+1,26202470.14%+247
MICROSOFT CORP(MSFT)14,20614,116-907,0667,3114.18%+245
EXCHANGE TRADED CONCEPTS TRU03,715+3,71502380.14%+238
ALPS ETF TR
OSHARES US SMLCP
18,12422,379+4,2557831,0030.57%+219
PARKER-HANNIFIN CORP(PH)0277+27702100.12%+210
EATON CORP PLC(ETN)0550+55002060.12%+206
SHOPIFY INC(SHOP)6,2766,226-507249250.53%+201
INNOVATOR ETFS TRUST
US EQTY PWR BF
36,06037,985+1,9251,4591,6130.92%+154
SCHWAB STRATEGIC TR48,24748,097-1501,4541,6050.92%+151
SPDR GOLD TR(GLD)2,9482,938-108991,0440.60%+146
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,5491,54902243660.21%+142
SOFI TECHNOLOGIES INC(SOFI)16,66516,66503034400.25%+137
AMAZON COM INC(AMZN)52,74253,285+54311,57111,7006.68%+129
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
26,14027,320+1,1801,3021,4270.82%+125
MERCADOLIBRE INC(MELI)257338+816727900.45%+118
DIGITALOCEAN HLDGS INC(DOCN)22,34721,801-5466387450.43%+106
EXCHANGE TRADED CONCEPTS TRU14,38814,528+1408609520.54%+92
PALANTIR TECHNOLOGIES INC(PLTR)12,96710,192-2,7751,7681,8591.06%+92
GLOBAL E ONLINE LTD
SHS
23,81524,740+9257998850.51%+86
ISHARES TR
FUTU EXPO TE ETF
9,9869,98606527180.41%+67
ISHARES GOLD TR(IAU)6,0656,06503784410.25%+63
JPMORGAN CHASE & CO.(JPM)2,4372,43707077690.44%+62
CATERPILLAR INC(CAT)695681-142703250.19%+55
PACER FDS TR
METAURUS CAP 400
22,35622,35608839370.54%+54
BANK AMERICA CORP6,0326,557+5252853380.19%+53
SCHWAB STRATEGIC TR19,32019,32005546020.34%+48
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
14,50914,512+37898350.48%+45
ISHARES BITCOIN TRUST ETF(IBIT)12,80512,755-507848290.47%+45
HEALTHCARE RLTY TR(HR)19,75319,75303133560.20%+43
INNOVATOR ETFS TRUST
US EQTY PWR BUF
23,31023,31001,0271,0670.61%+41
HOME DEPOT INC(HD)94294203453820.22%+36
EXCHANGE TRADED CONCEPTS TRU17,81517,635-1805085440.31%+36
LOWES COS INC(LOW)1,1331,13302512850.16%+33
BLACKSTONE INC(BX)1,5001,50002242560.15%+32
ISHARES TR37,73637,613-1233,3303,3611.92%+31
BERKSHIRE HATHAWAY INC DEL1,7851,78508678970.51%+30
ALPS ETF TR
OSHS GBL INTER
17,71617,026-6909499780.56%+29
NEXTERA ENERGY INC(NEE)4,6844,685+13253540.20%+28
APPLIED MATLS INC2,1242,024-1003894140.24%+26
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,06514,06505816060.35%+25
ROKU INC(ROKU)4,9394,586-3534344590.26%+25
SCHWAB STRATEGIC TR23,42122,671-7505585830.33%+25
SPDR S&P 500 ETF TR(SPY)45145102793000.17%+22
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,2908,29003393560.20%+17
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,35511,35505956120.35%+17
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,8373,83705175340.31%+17
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0507,05002822960.17%+14
INNOVATOR ETFS TRUST
US EQT PWR BUF
11,91511,91504444570.26%+13
EXXON MOBIL CORP2,0652,080+152232350.13%+12
INNOVIZ TECHNOLOGIES LTD(INVZ)27,50927,509045560.03%+11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,1706,17002612710.15%+10
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4356,43502542640.15%+10
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,9606,96002772860.16%+10
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,3105,31002332420.14%+9
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,5005,50002092180.12%+9
BOEING CO(BA)1,4621,46203063160.18%+9
MCDONALDS CORP(MCD)805803-22352440.14%+9
VERIZON COMMUNICATIONS INC(VZ)5,2895,28902292320.13%+4
VANGUARD BD INDEX FDS3,7373,73702752780.16%+3
INVESCO QQQ TR577533-443183200.18%+2
CONSOLIDATED EDISON INC(ED)2,0002,00002012010.11%0
SCHWAB STRATEGIC TR15,50015,50003783780.22%0
SCHWAB STRATEGIC TR49,77847,228-2,5501,1001,0990.63%-1
WALMART INC(WMT)8,6648,214-4508478470.48%-1
PGIM GLOBAL HIGH YIELD FD FO(GHY)10,66110,66101431370.08%-6
INVESCO CALIF VALUE MUN INCO(VCV)30,14728,791-1,3563133050.17%-8
WASTE MGMT INC DEL(WM)1,0001,00002292210.13%-8
PRUDENTIAL FINL INC(PFH)2,0772,018-592232090.12%-14
ARCHER AVIATION INC(ACHR)16,32516,32501771560.09%-21
META PLATFORMS INC(META)6,0926,083-94,4974,4672.55%-30
COSTCO WHSL CORP NEW(COST)519507-125144690.27%-44
NETFLIX INC(NFLX)33233204453980.23%-47
HONEYWELL INTL INC(HON)2,1462,14605004520.26%-48
SCHWAB STRATEGIC TR286,943281,620-5,3236,6696,6103.78%-59
CROWDSTRIKE HLDGS INC(CRWD)7,9248,078+1544,0363,9612.26%-74
CONFLUENT INC20,10020,10005013980.23%-103
PACER FDS TR
DATA AND INFRAST
6,2200-6,2202010—-201
ELI LILLY & CO(LLY)2580-2582010—-201
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Clay Northam Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail