Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$112.39M
Total Bought
$6.25M
Total Sold
$7.48M
Net Transaction
-$1.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)56,76157,409+6489,71811,0539.83%+1,335
AMAZON COM INC(AMZN)53,13653,001-1356,7558,0537.17%+1,298
SCHWAB STRATEGIC TR126,232124,334-1,8989,18010,3159.18%+1,135
MICROSOFT CORP(MSFT)14,16414,104-604,4725,3044.72%+831
SCHWAB STRATEGIC TR137,335136,731-6049,71810,4099.26%+691
CROWDSTRIKE HLDGS INC(CRWD)8,3408,046-2941,3962,0541.83%+658
SELECT SECTOR SPDR TR
ST STR TECHN ETF
20,62520,796+1713,3814,0033.56%+622
ISHARES TR06,018+6,01805950.53%+595
PACER FDS TR
US CASH COWS 100
188,714190,198+1,4849,3289,8888.80%+560
ARDELYX INC061,602+61,60203820.34%+382
ALPHABET INC(GOOG)38,15838,15805,0315,3784.78%+346
SCHWAB STRATEGIC TR139,854140,097+2436,1866,5315.81%+346
DIGITALOCEAN HLDGS INC(DOCN)26,74826,438-3106439700.86%+327
META PLATFORMS INC(META)5,9986,003+51,8012,1251.89%+324
PACER FDS TR
METAURUS CAP 400
12,88619,671+6,7853926500.58%+258
ISHARES GOLD TR(IAU)06,359+6,35902480.22%+248
CVS HEALTH CORP(CVS)02,845+2,84502250.20%+225
PRUDENTIAL FINL INC(PFH)02,077+2,07702150.19%+215
PACER FDS TR
DATA AND INFRAST
06,935+6,93502070.18%+207
SPDR S&P 500 ETF TR(SPY)0430+43002040.18%+204
NVIDIA CORPORATION(NVDA)3,0422,975-671,3231,4731.31%+150
ELASTIC N V
ORD SHS
4,7004,70003825300.47%+148
ROKU INC(ROKU)6,9476,830-1174906260.56%+136
ALPS ETF TR
OSHARES US SMLCP
32,06332,069+61,1261,2561.12%+131
SCHWAB STRATEGIC TR34,87635,456+5801,1841,3101.17%+126
SHOPIFY INC(SHOP)5,6355,455-1803084250.38%+117
EXCHANGE TRADED CONCEPTS TR15,99315,958-358059140.81%+109
BOEING CO(BA)1,4361,43602753740.33%+99
TWILIO INC(TWLO)7,4167,001-4154345310.47%+97
ALPS ETF TR
OSHS GBL INTER
18,27617,991-2855656570.58%+92
INNOVATOR ETFS TR
US EQTY PWR BF
37,61037,61001,1681,2551.12%+87
ISHARES TR
FUTU EXPO TE ETF
10,54010,54005506310.56%+81
SCHWAB STRATEGIC TR10,24010,24004975670.50%+70
INNOVATOR ETFS TR
US EQTY PWR BUF
25,13525,13508759360.83%+61
EXCHANGE TRADED CONCEPTS TR21,33021,33005395980.53%+59
JPMORGAN CHASE & CO(JPM)2,2412,257+163253840.34%+59
INNOVATOR ETFS TR
US EQTY PWR BUF
15,55816,158+6005285840.52%+55
GLOBAL E ONLINE LTD
SHS
13,85015,250+1,4005506040.54%+54
HONEYWELL INTL INC(HON)2,1352,13503944480.40%+53
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,73511,73503894410.39%+52
APPLIED MATLS INC2,1222,12202943440.31%+50
SCHWAB STRATEGIC TR8,1028,10204044510.40%+47
COSTCO WHSL CORP NEW(COST)418429+112362830.25%+47
INNOVATOR ETFS TR
US EQTY PWR BUF
6,2007,050+8502012470.22%+47
SPDR GOLD TR(GLD)2,3002,30003944400.39%+45
NIKE INC(NKE)3,3063,30603163590.32%+43
PACER FDS TR
INDUSTRIAL RELET
6,1456,14502162570.23%+41
INVESCO CALIF VALUE MUN INCO29,05029,05002452850.25%+40
ALPHABET INC(GOOG)4,5514,548-35966350.57%+40
HOME DEPOT INC(HD)86586502613000.27%+38
HEALTHCARE RLTY TR(HR)27,84826,898-9504254630.41%+38
GOLDMAN SACHS ETF TR67,69764,466-3,2311,9411,9781.76%+38
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,3084,344+365555920.53%+38
INNOVATOR ETFS TR
US EQT PWR BUF
13,81513,81504234520.40%+29
EATON CORP PLC(ETN)1,0281,02802192480.22%+28
MCDONALDS CORP(MCD)79279202092350.21%+26
SCHWAB STRATEGIC TR56,13855,238-9001,3441,3691.22%+25
INNOVATOR ETFS TR
US EQTY PWR BUF
9,4909,49003073300.29%+22
DROPBOX INC(DBX)9,8559,85502682910.26%+22
INNOVATOR ETFS TR
US EQTY PWR BUF
10,65510,65503343560.32%+22
NEXTERA ENERGY INC(NEE)4,9784,982+42853030.27%+17
INNOVATOR ETFS TR
US EQTY PWR BUF
6,9106,91002332500.22%+17
LOWES COS INC(LOW)1,1661,16602422590.23%+17
INNOVATOR ETFS TR
US EQTY PWR BUF
7,7707,77002602770.25%+17
TEXAS INSTRS INC(TXN)1,2921,29202052200.20%+15
UNITEDHEALTH GROUP INC(UNH)51551502602710.24%+11
BERKSHIRE HATHAWAY INC DEL1,7801,78006246350.56%+11
INNOVIZ TECHNOLOGIES LTD17,50917,509034440.04%+10
INNOVATOR ETFS TR
US EQTY PWR BUF
6,5236,52302162250.20%+9
SCHWAB STRATEGIC TR8,3058,30503984020.36%+5
FS KKR CAP CORP(FSK)12,97512,662-3132552530.22%-3
CUE HEALTH INC16,62716,6270730.00%-5
WALMART INC(WMT)3,0313,03104854780.43%-7
THE TRADE DESK INC(TTD)11,71012,560+8509159040.80%-11
ISHARES TR
FLTG RATE NT ETF
8,1157,890-2254133990.36%-14
VANGUARD BD INDEX FDS4,3583,898-4603042870.26%-17
FARFETCH LTD11,8400-11,840250-25
FASTLY INC(FSLY)19,48719,337-1503743440.31%-29
BIGCOMMERCE HLDGS INC14,03710,487-3,5501391020.09%-37
TESLA INC(TSLA)11,98611,668-3182,9992,8992.58%-100
CONFLUENT INC23,75024,050+3007035630.50%-140
PROSHARES TR10,4750-10,4752140-214
EXXON MOBIL CORP1,8640-1,8642190-219
PROSHARES TR19,0000-19,0002270-227
PAGERDUTY INC36,1700-36,1708130-813
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