Clay Northam Wealth Management, LLC Incresed Positions in Q4 2024

Clay Northam Wealth Management, LLC

  • $152 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.8K
+ 344.68%
$87.1 - $98.49 $2.59M - $2.93M
38.4K $3.36M
TSLA
Tesla, Inc.

Consumer Cyclical
771
+ 5.64%
$213.65 - $479.86 $165K - $370K
14.4K $5.83M
AMZN
Amazon Com Inc

Consumer Cyclical
249
+ 0.47%
$180.88 - $232.93 $45K - $58K
53.6K $11.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
365K
+ 296.8%
$25.93 - $105.3 $9.48M - $38.5M
489K $13.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
68
+ 0.86%
$275.15 - $388.2 $18.7K - $26.4K
8K $2.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.98K
+ 26.95%
$61.68 - $67.87 $492K - $541K
37.6K $2.34M
PLTR
Palantir Technologies Inc.

Technology
2.1K
+ 25.21%
$36.46 - $82.38 $76.4K - $173K
10.4K $786K
NVDA
Nvidia Corp

Technology
248
+ 0.81%
$117.0 - $148.88 $29K - $36.9K
30.8K $4.13M
GLBE
Global E Online Ltd.

Consumer Cyclical
675
+ 3.02%
$35.95 - $57.07 $24.3K - $38.5K
23K $1.26M
XLK
Technology Sector Spdr

ETFs
208
+ 0.97%
$220.26 - $241.44 $45.8K - $50.2K
21.7K $5.05M
TTD
Trade Desk, Inc.

Technology
143
+ 0.96%
$108.7 - $139.51 $15.5K - $19.9K
15K $1.77M
MELI
Mercadolibre Inc

Consumer Cyclical
100
+ 74.63%
$1666.0 - $2117.3 $167K - $212K
234 $397K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.1%
$554.08 - $632.68 $3.32K - $3.8K
6.08K $3.59M
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.16%
$161.86 - $196.66 $1.13K - $1.38K
4.39K $831K
GLD
Spdr Gold Trust

ETFs
420
+ 18.04%
$236.59 - $257.5 $99.4K - $108K
2.75K $665K
JPM
Jpmorgan Chase & CO

Financial Services
140
+ 6.2%
$205.18 - $250.29 $28.7K - $35K
2.4K $574K
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.23%
$79.1 - $95.7 $1.66K - $2.01K
8.96K $809K
QQQ
Invesco Qqq Trust, Series 1

ETFs
128
+ 28.51%
$481.22 - $538.17 $61.6K - $68.9K
577 $294K
NFLX
Netflix Inc

Communication Services
9
+ 2.92%
$687.65 - $936.56 $6.19K - $8.43K
317 $282K
HON
Honeywell International Inc

Industrials
11
+ 0.52%
$202.84 - $236.0 $2.23K - $2.6K
2.15K $484K
BAC
Bank Of America Corp

Financial Services
96
+ 1.62%
$39.22 - $47.77 $3.77K - $4.59K
6.02K $264K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.67%
$567.81 - $607.81 $4.54K - $4.86K
486 $284K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.5K
+ 195.59%
$22.01 - $66.82 $341K - $1.04M
23.4K $532K
ETN
Eaton Corp PLC

Industrials
7
+ 0.67%
$326.96 - $377.52 $2.29K - $2.64K
1.05K $348K
Goldman Sachs ETF Tr
10.4K
+ 191.1%
N/A
15.9K $0
Ishares Bitcoin Trust ETF
2.33K
+ 24.28%
N/A
11.9K $0
XOM
Exxon Mobil Corp

Energy
159
+ 8.44%
$105.51 - $125.37 $16.8K - $19.9K
2.04K $219K
ORCL
Oracle Corp

Technology
25
+ 1.54%
$165.41 - $192.43 $4.14K - $4.81K
1.64K $273K
SCHO
Schwab Short Term Us Treasury

ETFs
7.79K
+ 99.81%
$24.06 - $48.88 $187K - $381K
15.6K $375K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.16%
$385.02 - $431.37 $3.85K - $4.31K
875 $340K
CAT
Caterpillar Inc

Industrials
6
+ 0.87%
$360.37 - $416.88 $2.16K - $2.5K
695 $252K
VZ
Verizon Communications Inc

Communication Services
47
+ 0.9%
$39.6 - $45.21 $1.86K - $2.12K
5.29K $211K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.53%
$244.52 - $284.07 $1.47K - $1.7K
1.13K $279K
FNDA
Schwab Fundamental U S Small C

ETFs
9.37K
+ 91.46%
$29.26 - $59.11 $274K - $554K
19.6K $582K
MSFT
Microsoft Corp

Technology
180
+ 1.26%
$406.35 - $454.46 $73.1K - $81.8K
14.4K $6.08M
NEE
Nextera Energy Inc

Utilities
36
+ 0.74%
$69.77 - $85.43 $2.51K - $3.08K
4.89K $350K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.54K
+ 3.44%
$43.84 - $48.76 $111K - $124K
76.4K $3.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.4K
+ 92.07%
$18.41 - $40.87 $541K - $1.2M
61.3K $1.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.11K
+ 0.42%
$56.06 - $61.35 $62.2K - $68K
265K $14.9M
ARDX
Ardelyx, Inc.

Healthcare
26.2K
+ 9.31%
$4.49 - $6.85 $118K - $180K
308K $1.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
260K
+ 192.29%
$26.93 - $84.95 $7.01M - $22.1M
396K $10.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
116K
+ 76.36%
$22.63 - $47.53 $2.63M - $5.52M
268K $6.09M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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