Clay Northam Wealth Management, LLC Reduced Holdings in Q1 2025

Clay Northam Wealth Management, LLC

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-1.46K
- 10.15%
$222.15 - $428.22 $325K - $627K
13K $3.36M
AAPL
Apple Inc.

Technology
-1.23K
- 2.16%
$209.68 - $247.1 $257K - $303K
55.6K $12.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.98K
- 2.04%
$24.91 - $29.02 $249K - $290K
479K $12M
AMZN
Amazon Com Inc

Consumer Cyclical
-314
- 0.59%
$190.26 - $242.06 $59.7K - $76K
53.3K $10.1M
GOOG
Alphabet Inc.

Communication Services
-354
- 0.91%
$156.06 - $207.71 $55.2K - $73.5K
38.6K $6.03M
TTD
Trade Desk, Inc.

Technology
-1.26K
- 8.39%
$53.59 - $126.58 $67.5K - $159K
13.8K $753K
MSFT
Microsoft Corp

Technology
-121
- 0.84%
$375.39 - $447.2 $45.4K - $54.1K
14.3K $5.37M
CFLT
Confluent, Inc.

Technology
-3.55K
- 14.88%
$23.44 - $37.65 $83.2K - $134K
20.3K $475K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-3.4K
- 15.78%
$41.26 - $44.98 $140K - $153K
18.1K $761K
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.27%
$154.33 - $206.19 $1.85K - $2.47K
4.38K $677K
FNDA
Schwab Fundamental U S Small C

ETFs
-285
- 1.45%
$26.87 - $30.99 $7.66K - $8.83K
19.3K $529K
QDPL
Pacer Fds Tr Metaurus Us Large
-300
- 1.32%
$36.5 - $40.04 $11K - $12K
22.4K $816K
WMT
Walmart Inc.

Consumer Defensive
-300
- 3.35%
$84.5 - $105.05 $25.4K - $31.5K
8.66K $760K
AMAT
Applied Materials Inc

Technology
-25
- 1.16%
$145.06 - $195.51 $3.63K - $4.89K
2.12K $308K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-150
- 0.41%
$37.4 - $39.42 $5.61K - $5.91K
36.4K $1.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-25
- 0.11%
$21.23 - $23.75 $531 - $594
23.4K $504K
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 3.7%
$551.42 - $612.93 $9.93K - $11K
468 $261K
DOCN
Digital Ocean Holdings, Inc.

Technology
-165
- 0.7%
$33.39 - $46.69 $5.51K - $7.7K
23.5K $784K
VCV
Invesco California Value Municipal Income Trust

Financial Services
-1K
- 4.24%
$10.54 - $11.28 $10.5K - $11.3K
22.6K $239K
BAC
Bank Of America Corp

Financial Services
-8
- 0.13%
$39.61 - $47.74 $317 - $382
6.01K $250K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.59K
- 7.49%
$18.36 - $20.51 $84.3K - $94.1K
56.7K $1.12M
NEE
Nextera Energy Inc

Utilities
-2
- 0.04%
$66.96 - $76.16 $134 - $152
4.88K $346K
Healthcare Rlty Tr
-1.15K
- 5.48%
N/A
19.8K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25
- 0.66%
$71.17 - $73.66 $1.78K - $1.84K
3.76K $276K
SCHO
Schwab Short Term Us Treasury

ETFs
-15
- 0.1%
$24.1 - $24.34 $362 - $365
15.6K $379K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.36K
- 2.7%
$25.81 - $28.52 $35.1K - $38.8K
49K $1.35M
XLF
Financial Sector Spdr

ETFs
-10
- 0.08%
$47.32 - $52.19 $473 - $522
11.8K $588K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.49K
- 2.7%
$31.09 - $34.34 $46.2K - $51K
53.5K $1.77M
IBM
International Business Machines Corp

Technology
-25
- 2.41%
$217.4 - $264.74 $5.44K - $6.62K
1.01K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.13K
- 1.3%
$27.01 - $28.54 $139K - $146K
390K $10.9M
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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