CN

Clay Northam Wealth Management, LLC

13F
Clay Northam Wealth Management, LLC
Last update 2025-04-25 90 Stocks (5 new)
Value $143.00 Mil Turnover 3 %
Countries:
Top Holdings: COWZ(10.23%)AAPL(8.64%)SCHG(8.38%)SCHD(7.64%)AMZN(7.09%)
Summary Stock Picks Current Portfolio
Clay Northam Wealth Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
COWZ
Pacer US Cash Cows 100 ETF
266,928
14,617.0
+0.91%
10.230
+0.09%
0.060
+10.95%
+0.93%
21,227.8
 
AAPL
Apple Inc
55,615
12,353.8
-2.16%
8.640
-0.20%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
SCHG
Schwab U.S. Large-Cap Growth ETF
478,616
11,984.5
-2.04%
8.380
-0.18%
0.030
+18.59%
+5.85%
44,606.0
 
SCHD
Schwab US Dividend Equity ETF
390,395
10,915.5
-1.30%
7.640
-0.09%
0.020
+6.52%
+1.78%
71,094.5
 
AMZN
Amazon.com Inc
53,254
10,132.2
-0.59%
7.090
-0.04%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
SCHZ
Schwab US Aggregate Bond ETF
289,841
6,712.7
+7.97%
4.700
+0.35%
0.080
+1.65%
+3.74%
8,545.1
 
GOOG
Alphabet Inc
38,628
6,034.8
-0.91%
4.220
-0.04%
0.000
+10.44%
-6.49%
2,148,917.1
Interactive Media
MSFT
Microsoft Corp
14,299
5,367.7
-0.84%
3.750
-0.03%
0.000
+29.18%
+19.92%
3,742,360.2
Software
XLK
Technology Select Sector SPDR ETF
21,946
4,531.4
+0.96%
3.170
+0.03%
0.010
+26.68%
+11.26%
81,062.5
 
META
Meta Platforms Inc
6,086
3,507.8
+0.10%
2.450
0%
0.000
+25.19%
+25.36%
1,842,448.7
Interactive Media

Clay Northam Wealth Management, LLC's Historical Top Holdings Breakdowns

Clay Northam Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
New Buy
New Buy
+0.53%
●
51.45 ($55.7) 58.51
$54.30
-2.51%
New holding
14,556
14,556
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.38%
●
222.15 ($333.26) 428.22
$295.88
-11.22%
Reduce -10.15%
12,966
-1,464
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.35%
●
22.46 ($22.91) 23.26
$23.07
0.70%
Add 7.97%
289,841
21,396
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
Goldman Sachs S&P 500 Core Premium Income ETF
2025-03-31
Add
Add
+0.27%
●
45.8 ($48.96) 50.81
$49.89
1.90%
Add 51.69%
24,065
8,200
ETN
Eaton Corp PLC
2025-03-31
Sold Out
Sold Out
-0.22%
●
271.83 ($311.37) 371.23
$359.78
15.55%
Sold Out
0
-1,050
CVNA
Carvana Co
2025-03-31
Sold Out
Sold Out
-0.22%
●
166.52 ($221.24) 285.33
$351.09
58.69%
Sold Out
0
-1,650
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.20%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Reduce -2.16%
55,615
-1,228
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.18%
●
24.91 ($27.39) 29.02
$29.44
7.48%
Reduce -2.04%
478,616
-9,983
QLD
ProShares Ultra QQQ 2x Shares
2025-03-31
Sold Out
Sold Out
-0.18%
●
88.88 ($105.81) 119.12
$119.45
12.89%
Sold Out
0
-2,560
ORCL
Oracle Corp
2025-03-31
Sold Out
Sold Out
-0.18%
●
139.81 ($162.81) 186.47
$235.81
44.84%
Sold Out
0
-1,644

Clay Northam Wealth Management, LLC Total Holding History ($B)

To

Clay Northam Wealth Management, LLC's Asset Allocation

To

Clay Northam Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clay Northam Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Clay Northam Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clay Northam Wealth Management, LLC's Holdings Heat Map

Size field:

Clay Northam Wealth Management, LLC's Holdings Bubble Chart

Clay Northam Wealth Management, LLC News

  • 1

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