Clay Northam Wealth Management, LLC Purchases in Q2 2025

Clay Northam Wealth Management, LLC

  • $153 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.01K
+ 0.42%
$22.27 - $29.21 $44.7K - $58.6K
481K $14M
NVDA
Nvidia Corp

Technology
1.68K
+ 5.24%
$94.31 - $157.99 $159K - $266K
33.8K $5.34M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.1%
$484.66 - $738.09 $2.91K - $4.43K
6.09K $4.5M
PLTR
Palantir Technologies Inc.

Technology
1.04K
+ 8.67%
$74.01 - $144.25 $76.6K - $149K
13K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.94K
+ 7.31%
$51.16 - $62.02 $150K - $182K
43.1K $2.68M
SHOP
Shopify Inc.

Technology
1.22K
+ 24.13%
$76.89 - $115.35 $93.8K - $141K
6.28K $723K
STX
Seagate Technology Holdings PLC

Technology
1.55K
New
$66.54 - $144.33 $103K - $224K
1.55K $223K
PFEB
Innovator U.S. Equity Power Bu

ETFs
5.5K
New
$33.46 - $38.01 $184K - $209K
5.5K $209K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
6.22K
New
$26.53 - $32.81 $165K - $204K
6.22K $199K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
400
+ 2.31%
$38.95 - $53.59 $15.6K - $21.4K
17.7K $949K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
862
+ 0.32%
$47.46 - $55.3 $40.9K - $47.7K
268K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 1.67%
$210.28 - $289.91 $8.41K - $11.6K
2.44K $706K
GLD
Spdr Gold Trust

ETFs
200
+ 7.28%
$273.71 - $316.29 $54.7K - $63.3K
2.95K $898K
VCV
Invesco California Value Municipal Income Trust

Financial Services
7.55K
+ 33.39%
$9.66 - $10.94 $72.9K - $82.6K
30.1K $312K
BAC
Bank Of America Corp

Financial Services
20
+ 0.33%
$34.39 - $47.46 $688 - $949
6.03K $285K
PJUN
Innovator U.S. Equity Power Bu

ETFs
275
+ 4.11%
$34.48 - $39.76 $9.48K - $10.9K
6.96K $276K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
6
+ 0.03%
$37.73 - $43.54 $226 - $261
18.1K $783K
LLY
Eli Lilly & CO

Healthcare
15
+ 6.17%
$713.71 - $898.95 $10.7K - $13.5K
258 $201K
Pacer Fds Tr
6.33K
New
N/A
6.33K $0
Goldman Sachs ETF Tr
2.08K
+ 8.62%
N/A
26.1K $0
Astera Labs Inc
2.6K
New
N/A
2.6K $0
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.18%
$210.83 - $235.28 $422 - $471
1.13K $251K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
250
+ 5.24%
$99.37 - $134.05 $24.8K - $33.5K
5.02K $569K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.56%
$483.48 - $539.8 $4.83K - $5.4K
1.79K $867K
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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