Clay Northam Wealth Management, LLC Sells in Q2 2025

Clay Northam Wealth Management, LLC

  • $153 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-770
- 1.38%
$172.42 - $223.89 $133K - $172K
54.8K $11.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.84K
- 1.5%
$24.32 - $27.87 $142K - $163K
385K $10.2M
ARDX
Ardelyx, Inc.

Healthcare
-5.74K
- 1.65%
$3.28 - $5.51 $18.8K - $31.6K
342K $1.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-784
- 2.04%
$83.97 - $92.85 $65.8K - $72.8K
37.7K $3.33M
DOCN
Digital Ocean Holdings, Inc.

Technology
-1.15K
- 4.89%
$25.91 - $35.19 $29.8K - $40.5K
22.3K $638K
XLV
Select Sector Spdr Fund Health

ETFs
-610
- 13.72%
$128.77 - $144.3 $78.5K - $88K
3.84K $517K
GLBE
Global E Online Ltd.

Consumer Cyclical
-830
- 3.37%
$29.18 - $42.39 $24.2K - $35.2K
23.8K $798K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.9K
- 1.0%
$22.68 - $23.28 $65.7K - $67.5K
287K $6.64M
HTEC
Robo Global Healthcare

ETFs
-3.13K
- 14.94%
$24.16 - $28.4 $75.6K - $88.9K
17.8K $505K
IBM
International Business Machines Corp

Technology
-325
- 32.05%
$221.03 - $294.78 $71.8K - $95.8K
689 $203K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.95K
- 12.25%
$17.76 - $22.1 $123K - $154K
49.8K $1.1M
NEE
Nextera Energy Inc

Utilities
-199
- 4.08%
$64.11 - $75.0 $12.8K - $14.9K
4.68K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.12%
$285.55 - $321.23 $286 - $321
805 $235K
SCHO
Schwab Short Term Us Treasury

ETFs
-80
- 0.51%
$24.19 - $24.45 $1.94K - $1.96K
15.5K $377K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25
- 0.66%
$72.02 - $73.82 $1.8K - $1.85K
3.74K $275K
Healthcare Rlty Tr
-75
- 0.38%
N/A
19.8K $0
Ishares Bitcoin Trust ETF
-180
- 1.39%
N/A
12.8K $0
XLF
Financial Sector Spdr

ETFs
-452
- 3.83%
$43.92 - $52.37 $19.9K - $23.7K
11.4K $594K
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 3.63%
$496.48 - $617.85 $8.44K - $10.5K
451 $278K
IAU
Ishares Gold Trust

ETFs
-23
- 0.38%
$56.1 - $64.74 $1.29K - $1.49K
6.07K $378K
CFLT
Confluent, Inc.

Technology
-200
- 0.99%
$19.44 - $24.93 $3.89K - $4.99K
20.1K $501K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-47
- 0.32%
$45.88 - $54.4 $2.16K - $2.56K
14.5K $789K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-465
- 1.96%
$38.7 - $44.05 $18K - $20.5K
23.3K $1.03M
GOOGL
Alphabet Inc.

Communication Services
-274
- 6.25%
$144.7 - $178.6 $39.6K - $48.9K
4.11K $723K
BA
Boeing CO

Industrials
-12
- 0.81%
$136.59 - $217.51 $1.64K - $2.61K
1.46K $306K
XT
Ishares Tr Exponential Technol

ETFs
-200
- 1.96%
$49.86 - $65.25 $9.97K - $13.1K
9.99K $651K
ROKU
Roku, Inc

Communication Services
-121
- 2.39%
$55.1 - $87.89 $6.67K - $10.6K
4.94K $434K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-300
- 0.83%
$35.3 - $40.46 $10.6K - $12.1K
36.1K $1.46M
ROBO
Robo Global Robotics And Autom

ETFs
-650
- 4.32%
$43.89 - $59.78 $28.5K - $38.9K
14.4K $860K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-749
- 1.53%
$24.38 - $30.18 $18.3K - $22.6K
48.2K $1.45M
MELI
Mercadolibre Inc

Consumer Cyclical
-10
- 3.75%
$1794.73 - $2613.63 $17.9K - $26.1K
257 $671K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-910
- 1.12%
$32.0 - $39.87 $29.1K - $36.3K
80.2K $3.19M
TTD
Trade Desk, Inc.

Technology
-460
- 3.34%
$45.27 - $79.4 $20.8K - $36.5K
13.3K $957K
TSLA
Tesla, Inc.

Consumer Cyclical
-75
- 0.58%
$221.86 - $362.89 $16.6K - $27.2K
12.9K $4.09M
GOOG
Alphabet Inc.

Communication Services
-396
- 1.03%
$146.58 - $180.01 $58K - $71.3K
38.2K $6.78M
XLK
Technology Sector Spdr

ETFs
-352
- 1.6%
$179.73 - $253.23 $63.3K - $89.1K
21.6K $5.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
-95
- 1.18%
$321.63 - $509.31 $30.6K - $48.4K
7.92K $4.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-512
- 0.96%
$167.32 - $223.3 $85.7K - $114K
52.7K $11.6M
MSFT
Microsoft Corp

Technology
-93
- 0.65%
$354.56 - $497.45 $33K - $46.3K
14.2K $7.07M
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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