Clay Northam Wealth Management, LLC Incresed Positions in Q1 2025

Clay Northam Wealth Management, LLC

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
21.4K
+ 7.97%
$22.46 - $23.26 $481K - $498K
290K $6.71M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
455
+ 10.55%
$80.53 - $147.57 $36.6K - $67.1K
4.77K $630K
PLTR
Palantir Technologies Inc.

Technology
1.53K
+ 14.69%
$64.98 - $124.62 $99.3K - $190K
11.9K $1.01M
TLT
Ishares Barclays 20+ Year Trea

ETFs
100
+ 0.26%
$85.29 - $92.57 $8.53K - $9.26K
38.5K $3.51M
MELI
Mercadolibre Inc

Consumer Cyclical
33
+ 14.1%
$1739.0 - $2260.0 $57.4K - $74.6K
267 $520K
ARDX
Ardelyx, Inc.

Healthcare
39.8K
+ 12.93%
$4.91 - $6.36 $195K - $253K
347K $1.71M
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 0.19%
$308.86 - $455.36 $4.63K - $6.83K
8.02K $2.83M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 11.37%
$890.62 - $1076.86 $47.2K - $57.1K
519 $490K
IAU
Ishares Gold Trust

ETFs
1
+ 0.02%
$49.74 - $58.96 $49.7 - $59
6.09K $358K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
1.99K
+ 12.98%
$43.48 - $52.89 $86.5K - $105K
17.3K $754K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.75%
$279.74 - $321.29 $1.68K - $1.93K
806 $251K
BA
Boeing CO

Industrials
88
+ 6.35%
$148.15 - $186.25 $13K - $16.4K
1.47K $251K
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 7.66%
$347.25 - $424.87 $23.3K - $28.5K
942 $345K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.63K
+ 6.99%
$57.21 - $65.8 $150K - $173K
40.2K $2.35M
Ishares Bitcoin Trust ETF
1.06K
+ 8.89%
N/A
13K $0
Goldman Sachs ETF Tr
8.2K
+ 51.69%
N/A
24.1K $0
ROKU
Roku, Inc

Communication Services
9
+ 0.18%
$67.36 - $99.07 $606 - $892
5.06K $356K
HTEC
Robo Global Healthcare

ETFs
400
+ 1.95%
$27.33 - $31.35 $10.9K - $12.5K
20.9K $572K
XT
Ishares Tr Exponential Technol

ETFs
15
+ 0.15%
$57.56 - $64.0 $863 - $960
10.2K $586K
ESTC
Elastic N.V.

Technology
115
+ 2.26%
$89.1 - $117.76 $10.2K - $13.5K
5.21K $464K
SOFI
So Fi Technologies, Inc.

Financial Services
1.33K
+ 8.67%
$11.18 - $18.03 $14.9K - $24K
16.7K $193K
SHOP
Shopify Inc.

Technology
20
+ 0.4%
$90.59 - $129.31 $1.81K - $2.59K
5.06K $482K
ROBO
Robo Global Robotics And Autom

ETFs
30
+ 0.2%
$51.5 - $60.89 $1.55K - $1.83K
15K $774K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.1%
$576.36 - $736.67 $3.46K - $4.42K
6.09K $3.51M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.66K
+ 6.09%
$36.64 - $45.76 $171K - $213K
81.1K $3.04M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.4K
+ 0.91%
$53.6 - $58.97 $129K - $142K
267K $14.6M
GLBE
Global E Online Ltd.

Consumer Cyclical
1.62K
+ 7.01%
$35.65 - $62.84 $57.6K - $101K
24.6K $878K
XLK
Technology Sector Spdr

ETFs
209
+ 0.96%
$206.38 - $242.18 $43.1K - $50.6K
21.9K $4.53M
NVDA
Nvidia Corp

Technology
1.34K
+ 4.36%
$106.98 - $149.43 $143K - $200K
32.1K $3.48M
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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