Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$154.90M
Total Bought
$15.91M
Total Sold
$4.63M
Net Transaction
+$11.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR8,64038,420+29,7808483,3552.17%+2,508
TESLA INC(TSLA)13,65914,430+7713,5745,8273.76%+2,254
AMAZON COM INC(AMZN)53,31953,568+2499,93511,7527.59%+1,817
APPLE INC(AAPL)57,06356,843-22013,29614,2359.19%+939
ALPHABET INC(GOOG)39,13638,982-1546,5437,4244.79%+881
SCHWAB STRATEGIC TR123,134488,599+365,46512,82813,6178.79%+789
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
5,45015,865+10,4152687850.51%+517
CROWDSTRIKE HLDGS INC(CRWD)7,9368,004+682,2262,7391.77%+513
ISHARES TR29,59537,570+7,9751,8442,3411.51%+497
PALANTIR TECHNOLOGIES INC(PLTR)8,30910,404+2,0953097870.51%+478
NVIDIA CORPORATION(NVDA)30,51230,760+2483,7054,1312.67%+425
GLOBAL E ONLINE LTD
SHS
22,35523,030+6758591,2560.81%+397
ALIBABA GROUP HLDG LTD(BABA)04,314+4,31403660.24%+366
ISHARES BITCOIN TRUST ETF(IBIT)9,59511,925+2,3303476330.41%+286
PROSHARES TR
PSHS ULTRA QQQ
02,560+2,56002770.18%+277
DROPBOX INC(DBX)06,855+6,85502060.13%+206
SELECT SECTOR SPDR TR
ST STR TECHN ETF
21,52921,737+2084,8605,0543.26%+194
CONFLUENT INC23,85023,85004866670.43%+181
SHOPIFY INC(SHOP)4,9945,036+424005350.35%+135
THE TRADE DESK INC(TTD)14,88115,024+1431,6321,7661.14%+134
PGIM GLOBAL HIGH YIELD FD FO010,661+10,66101310.08%+131
EATON VANCE LTD DURATION INC
COM
013,014+13,01401270.08%+127
MERCADOLIBRE INC(MELI)134234+1002753980.26%+123
SOFI TECHNOLOGIES INC(SOFI)15,33615,33601212360.15%+116
ELASTIC N V
ORD SHS
5,0955,09503915050.33%+114
GLOBALSTAR INC(GSAT)052,000+52,00001080.07%+108
ALPHABET INC(GOOG)4,3874,394+77288320.54%+104
SPDR GOLD TR(GLD)2,3282,748+4205666650.43%+100
JPMORGAN CHASE & CO.(JPM)2,2572,397+1404765750.37%+99
WALMART INC(WMT)8,9438,964+217228100.52%+88
META PLATFORMS INC(META)6,0746,080+63,4773,5602.30%+83
INVESCO QQQ TR449577+1282192950.19%+76
NETFLIX INC(NFLX)308317+92182830.18%+64
HONEYWELL INTL INC(HON)2,1352,146+114414850.31%+43
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,81711,81705365710.37%+36
BOEING CO(BA)1,3961,386-102122450.16%+33
CARVANA CO(CVNA)1,7501,650-1003053360.22%+31
BANK AMERICA CORP5,9246,020+962352650.17%+30
BLACKSTONE INC(BX)1,5001,50002302590.17%+29
INNOVIZ TECHNOLOGIES LTD27,50927,509023460.03%+23
INNOVATOR ETFS TRUST
US EQTY PWR BF
36,51036,51001,3821,4060.91%+23
COSTCO WHSL CORP NEW(COST)46646604134270.28%+14
PACER FDS TR
METAURUS CAP 400
22,65622,65608608720.56%+12
SPDR S&P 500 ETF TR(SPY)478486+82742850.18%+11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4356,43502382440.16%+6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,1706,17002422480.16%+6
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,8106,81002762800.18%+5
SCHWAB STRATEGIC TR7,93223,446+15,5145285320.34%+5
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,7056,685-202472510.16%+4
EATON CORP PLC(ETN)1,0431,050+73463480.22%+3
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,0757,050-252712710.17%-0
EXXON MOBIL CORP1,8842,043+1592212200.14%-1
ORACLE CORP(ORCL)1,6191,644+252762740.18%-2
ISHARES GOLD TR(IAU)6,1626,087-753063010.19%-5
PRUDENTIAL FINL INC(PFH)2,0772,07702522460.16%-5
WASTE MGMT INC DEL(WM)1,0001,00002082020.13%-6
SCHWAB STRATEGIC TR7,80515,595+7,7903823750.24%-7
HOME DEPOT INC(HD)865875+103503400.22%-10
MCDONALDS CORP(MCD)80080002442320.15%-12
BERKSHIRE HATHAWAY INC DEL1,7751,77508178050.52%-12
INNOVATOR ETFS TRUST
US EQTY PWR BUF
24,61023,775-8351,0171,0040.65%-12
ISHARES TR
FUTU EXPO TE ETF
10,24110,171-706236070.39%-17
CATERPILLAR INC(CAT)689695+62692520.16%-17
INTERNATIONAL BUSINESS MACHS(IBM)1,1141,039-752462280.15%-18
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,9908,290-7003463240.21%-22
VANGUARD BD INDEX FDS3,9323,787-1452952720.18%-23
ALPS ETF TR
OSHS GBL INTER
17,41615,326-2,0907287050.46%-23
VERIZON COMMUNICATIONS INC(VZ)5,2425,289+472352120.14%-24
TEXAS INSTRS INC(TXN)1,2821,276-62652390.15%-26
LOWES COS INC(LOW)1,1251,131+63052790.18%-26
SCHWAB STRATEGIC TR10,24019,605+9,3656105820.38%-28
EXCHANGE TRADED CONCEPTS TRU21,44520,545-9006375930.38%-44
INVESCO CALIF VALUE MUN INCO27,85023,600-4,2503032580.17%-45
MICROSOFT CORP(MSFT)14,24014,420+1806,1276,0783.92%-49
INNOVATOR ETFS TRUST
US EQT PWR BUF
13,61511,915-1,7004894370.28%-52
NEXTERA ENERGY INC(NEE)4,8494,885+364103500.23%-60
EXCHANGE TRADED CONCEPTS TRU15,88315,008-8759068460.55%-60
ROKU INC(ROKU)5,8485,051-7974373750.24%-61
INNOVATOR ETFS TRUST
US EQTY PWR BUF
15,95814,065-1,8936225570.36%-65
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4474,44706856120.39%-73
PACER FDS TR
US SM CAP CA ETF
73,87976,419+2,5403,4373,3632.17%-74
HEALTHCARE RLTY TR(HR)24,20220,978-3,2244393560.23%-84
APPLIED MATLS INC2,1492,14904343490.23%-85
ALPS ETF TR
OSHARES US SMLCP
22,82021,513-1,3071,0289410.61%-88
DIGITALOCEAN HLDGS INC(DOCN)23,98723,662-3259698060.52%-163
SCHWAB STRATEGIC TR31,92461,318+29,3941,3131,1340.73%-178
SCHWAB STRATEGIC TR52,77350,356-2,4171,5401,3410.87%-199
ELI LILLY & CO(LLY)2260-2262000-200
CONSOLIDATED EDISON INC(ED)2,0000-2,0002080-208
PACER FDS TR
DATA AND INFRAST
6,9350-6,9352230-223
FS KKR CAP CORP(FSK)12,1290-12,1292390-239
NIKE INC(NKE)2,8060-2,8062480-248
PACER FDS TR
INDUSTRIAL RELET
6,1450-6,1452660-266
PACER FDS TR
US CASH COWS 100
263,418264,527+1,10915,23314,9409.65%-293
GOLDMAN SACHS ETF TR59,97654,943-5,0332,1061,7541.13%-352
ARDELYX INC281,472307,680+26,2081,9391,5601.01%-379
SCHWAB STRATEGIC TR135,319395,524+260,20511,43910,8066.98%-633
SCHWAB STRATEGIC TR152,214268,445+116,2317,2336,0943.93%-1,140
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