Clay Northam Wealth Management, LLC Portfolio Holdings
Clay Northam Wealth Management, LLC
- $130 Million
- Q2 2024
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