Clay Northam Wealth Management, LLC Portfolio Holdings
Clay Northam Wealth Management, LLC
- $140 Million
- Q1 2025
Clay Northam Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Million distributed in 90 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 $14.6M, Apple Inc. with a value of $12.4M, Schwab Strategic Tr Us Large C with a value of $12M, Schwab Strategic Tr Us Dividen with a value of $10.9M, and Amazon Com Inc with a value of $10.1M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $152M to 140M.
Below you can find more details about Clay Northam Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$140 Million
ETFs: $75 Million
Technology: $28.6 Million
Consumer Cyclical: $16.4 Million
Communication Services: $11.1 Million
Financial Services: $2.93 Million
Healthcare: $1.91 Million
Industrials: $1.28 Million
Consumer Defensive: $1.25 Million
Other: $815,000