Clay Northam Wealth Management, LLC Incresed Positions in Q3 2024

Clay Northam Wealth Management, LLC

  • $143 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
54.1K
+ 25.86%
$53.41 - $57.9 $2.89M - $3.13M
263K $15.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
58.2K
+ 370.48%
$42.22 - $48.62 $2.46M - $2.83M
73.9K $3.44M
TSLA
Tesla, Inc.

Consumer Cyclical
800
+ 6.22%
$191.76 - $263.26 $153K - $211K
13.7K $3.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
328
+ 0.24%
$77.02 - $85.06 $25.3K - $27.9K
135K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.26K
+ 45.54%
$57.32 - $62.65 $531K - $580K
29.6K $1.84M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.2K
+ 2.14%
$45.2 - $47.87 $144K - $153K
152K $7.23M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.33%
$453.41 - $572.44 $9.07K - $11.4K
6.07K $3.48M
NVDA
Nvidia Corp

Technology
2.29K
+ 8.13%
$98.91 - $134.91 $227K - $309K
30.5K $3.71M
ARDX
Ardelyx, Inc.

Healthcare
49.1K
+ 21.13%
$5.28 - $7.57 $259K - $372K
281K $1.94M
TTD
Trade Desk, Inc.

Technology
21
+ 0.14%
$83.08 - $110.79 $1.74K - $2.33K
14.9K $1.63M
XLK
Technology Sector Spdr

ETFs
632
+ 3.02%
$197.34 - $237.68 $125K - $150K
21.5K $4.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.05K
+ 3.4%
$36.98 - $41.55 $38.8K - $43.6K
31.9K $1.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
250
+ 2.98%
$89.91 - $101.33 $22.5K - $25.3K
8.64K $847K
GLD
Spdr Gold Trust

ETFs
43
+ 1.88%
$215.56 - $246.98 $9.27K - $10.6K
2.33K $565K
NEE
Nextera Energy Inc

Utilities
60
+ 1.25%
$69.9 - $84.97 $4.19K - $5.1K
4.85K $409K
PAUG
Innovator U.S. Equity Power Bu

ETFs
440
+ 1.22%
$35.57 - $37.86 $15.7K - $16.7K
36.5K $1.38M
HTEC
Robo Global Healthcare

ETFs
395
+ 1.88%
$26.85 - $29.71 $10.6K - $11.7K
21.4K $636K
GLBE
Global E Online Ltd.

Consumer Cyclical
300
+ 1.36%
$31.53 - $38.44 $9.46K - $11.5K
22.4K $859K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 12.02%
$801.83 - $917.05 $40.1K - $45.9K
466 $413K
CAT
Caterpillar Inc

Industrials
50
+ 7.82%
$316.8 - $391.12 $15.8K - $19.6K
689 $269K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.75%
$1591.44 - $2140.1 $1.59K - $2.14K
134 $274K
FNDA
Schwab Fundamental U S Small C

ETFs
100
+ 0.99%
$54.26 - $60.01 $5.43K - $6K
10.2K $609K
ORCL
Oracle Corp

Technology
32
+ 2.02%
$125.9 - $170.35 $4.03K - $5.45K
1.62K $275K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 1.01%
$245.82 - $304.51 $1.97K - $2.44K
800 $243K
ROBO
Robo Global Robotics And Autom

ETFs
150
+ 0.95%
$50.56 - $58.65 $7.58K - $8.8K
15.9K $906K
IAU
Ishares Gold Trust

ETFs
14
+ 0.23%
$44.06 - $50.5 $617 - $707
6.16K $306K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 6.94%
$517.38 - $573.86 $16K - $17.8K
478 $274K
ETN
Eaton Corp PLC

Industrials
15
+ 1.46%
$272.52 - $333.02 $4.09K - $5K
1.04K $345K
BND
Vanguard Bd Index Fd Inc Total

ETFs
14
+ 0.36%
$71.45 - $75.64 $1K - $1.06K
3.93K $295K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.45%
$434.77 - $502.96 $870 - $1.01K
449 $219K
Ishares Bitcoin Trust ETF
1.22K
+ 14.57%
N/A
9.6K $0
PDEC
Innovator U.S. Equity Power Bu
25
+ 0.35%
N/A
7.08K $0
AMAT
Applied Materials Inc

Technology
27
+ 1.27%
$174.88 - $254.97 $4.72K - $6.88K
2.15K $434K
ESTC
Elastic N.V.

Technology
615
+ 13.73%
$70.13 - $122.27 $43.1K - $75.2K
5.1K $391K
CFLT
Confluent, Inc.

Technology
100
+ 0.42%
$18.67 - $29.31 $1.87K - $2.93K
23.9K $486K
MSFT
Microsoft Corp

Technology
26
+ 0.18%
$395.15 - $467.56 $10.3K - $12.2K
14.2K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
23
+ 0.04%
$161.02 - $200.0 $3.7K - $4.6K
53.3K $9.93M
GOOG
Alphabet Inc.

Communication Services
118
+ 0.3%
$149.54 - $192.66 $17.6K - $22.7K
39.1K $6.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
70
+ 0.89%
$217.89 - $392.15 $15.3K - $27.5K
7.94K $2.23M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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