Clay Northam Wealth Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Us Cash Cows 100 with a value of $14.8M, Schwab Strategic Tr Us Large C with a value of $14M, Amazon Com Inc with a value of $11.6M, Apple Inc. with a value of $11.3M, and Schwab Strategic Tr Us Dividen with a value of $10.2M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $140M to 153M.

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

Portfolio value $153 Million
ETFs: $78.8 Million
Technology: $33.1 Million
Consumer Cyclical: $18.6 Million
Communication Services: $13.1 Million
Financial Services: $3.06 Million
Healthcare: $1.54 Million
Industrials: $1.48 Million
Consumer Defensive: $1.36 Million
Other: $747,000

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $153 Million
  • Prior Value $140 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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