Clay Northam Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.5M, Apple Inc. with a value of $12M, Pacer Fds Tr Us Cash Cows 100 with a value of $11.4M, Schwab Strategic Tr Us Dividen with a value of $10.5M, and Amazon Com Inc with a value of $10.3M.

Examining the 13F form we can see an increase of $7.68M in the current position value, from $123M to 130M.

Below you can find more details about Clay Northam Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $65.5 Million
Technology: $29.9 Million
Consumer Cyclical: $15.1 Million
Communication Services: $11.6 Million
Financial Services: $2.3 Million
Healthcare: $2.15 Million
Industrials: $1.46 Million
Consumer Defensive: $966,000
Other: $555,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $130 Million
  • Prior Value $123 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Clay Northam Wealth Management, LLC Portfolio

Follow Clay Northam Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clay Northam Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clay Northam Wealth Management, LLC with notifications on news.