Clay Northam Wealth Management, LLC Reduced Holdings in Q3 2025

Clay Northam Wealth Management, LLC

  • $169 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 2.31%
$915.95 - $994.57 $11K - $11.9K
507 $469K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.32K
- 1.86%
$22.9 - $23.58 $122K - $126K
282K $6.61M
META
Meta Platforms, Inc.

Communication Services
-9
- 0.15%
$695.21 - $791.73 $6.26K - $7.13K
6.08K $4.47M
PRU
Prudential Financial Inc

Financial Services
-59
- 2.84%
$100.68 - $109.89 $5.94K - $6.48K
2.02K $209K
VCV
Invesco California Value Municipal Income Trust

Financial Services
-1.36K
- 4.5%
$9.99 - $10.72 $13.5K - $14.5K
28.8K $304K
WMT
Walmart Inc.

Consumer Defensive
-450
- 5.19%
$94.4 - $104.27 $42.5K - $46.9K
8.21K $846K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.55K
- 5.12%
$21.69 - $23.34 $55.3K - $59.5K
47.2K $1.1M
Ishares Bitcoin Trust ETF
-50
- 0.39%
N/A
12.8K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-44
- 7.63%
$546.99 - $602.2 $24.1K - $26.5K
533 $319K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.25%
$291.67 - $316.99 $583 - $634
803 $244K
ROKU
Roku, Inc

Communication Services
-353
- 7.15%
$79.98 - $101.78 $28.2K - $35.9K
4.59K $459K
AMAT
Applied Materials Inc

Technology
-100
- 4.71%
$156.25 - $204.95 $15.6K - $20.5K
2.02K $414K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-690
- 3.89%
$52.35 - $58.64 $36.1K - $40.5K
17K $978K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-123
- 0.33%
$85.01 - $90.35 $10.5K - $11.1K
37.6K $3.36M
HTEC
Robo Global Healthcare

ETFs
-180
- 1.01%
$27.59 - $31.17 $4.97K - $5.61K
17.6K $544K
CAT
Caterpillar Inc

Industrials
-14
- 2.01%
$390.92 - $477.15 $5.47K - $6.68K
681 $324K
PLTR
Palantir Technologies Inc.

Technology
-2.78K
- 21.4%
$130.68 - $186.97 $363K - $519K
10.2K $1.86M
DOCN
Digital Ocean Holdings, Inc.

Technology
-546
- 2.44%
$25.74 - $37.71 $14.1K - $20.6K
21.8K $744K
GLD
Spdr Gold Trust

ETFs
-10
- 0.34%
$300.96 - $355.47 $3.01K - $3.55K
2.94K $1.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-150
- 0.31%
$30.13 - $33.37 $4.52K - $5.01K
48.1K $1.6M
SHOP
Shopify Inc.

Technology
-50
- 0.8%
$112.11 - $157.12 $5.61K - $7.86K
6.23K $925K
MSFT
Microsoft Corp

Technology
-90
- 0.63%
$491.09 - $535.64 $44.2K - $48.2K
14.1K $7.31M
GOOGL
Alphabet Inc.

Communication Services
-8
- 0.19%
$174.36 - $254.72 $1.39K - $2.04K
4.1K $996K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-150
- 2.99%
$103.83 - $179.9 $15.6K - $27K
4.87K $870K
ARDX
Ardelyx, Inc.

Healthcare
-18.3K
- 5.34%
$3.92 - $6.64 $71.5K - $121K
323K $1.79M
NVDA
Nvidia Corp

Technology
-83
- 0.25%
$153.3 - $186.58 $12.7K - $15.5K
33.7K $6.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-412
- 3.2%
$293.94 - $444.72 $121K - $183K
12.5K $5.55M
AAPL
Apple Inc.

Technology
-831
- 1.52%
$202.38 - $256.87 $168K - $213K
54K $13.8M
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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