Clay Northam Wealth Management, LLC Reduced Holdings in Q4 2024

Clay Northam Wealth Management, LLC

  • $152 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-5.03K
- 8.39%
$31.92 - $36.14 $161K - $182K
54.9K $1.75M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.42K
- 4.58%
$26.63 - $30.23 $64.4K - $73.1K
50.4K $1.34M
DOCN
Digital Ocean Holdings, Inc.

Technology
-325
- 1.35%
$34.07 - $44.0 $11.1K - $14.3K
23.7K $806K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-1.31K
- 5.73%
$43.6 - $47.2 $57K - $61.7K
21.5K $939K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.89K
- 11.86%
$38.63 - $40.03 $73.1K - $75.8K
14.1K $556K
ROBO
Robo Global Robotics And Autom

ETFs
-875
- 5.51%
$55.06 - $58.6 $48.2K - $51.3K
15K $844K
ROKU
Roku, Inc

Communication Services
-797
- 13.63%
$64.08 - $84.12 $51.1K - $67K
5.05K $375K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.7K
- 12.49%
$35.71 - $37.1 $60.7K - $63.1K
11.9K $437K
HTEC
Robo Global Healthcare

ETFs
-900
- 4.2%
$27.99 - $30.62 $25.2K - $27.6K
20.5K $591K
VCV
Invesco California Value Municipal Income Trust

Financial Services
-4.25K
- 15.26%
$10.06 - $10.97 $42.8K - $46.6K
23.6K $258K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-145
- 3.69%
$71.75 - $75.11 $10.4K - $10.9K
3.79K $272K
IBM
International Business Machines Corp

Technology
-75
- 6.73%
$204.9 - $238.04 $15.4K - $17.9K
1.04K $228K
XT
Ishares Tr Exponential Technol

ETFs
-70
- 0.68%
$58.7 - $62.72 $4.11K - $4.39K
10.2K $607K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-835
- 3.39%
$41.16 - $42.25 $34.4K - $35.3K
23.8K $1M
IAU
Ishares Gold Trust

ETFs
-75
- 1.22%
$48.37 - $52.65 $3.63K - $3.95K
6.09K $301K
TXN
Texas Instruments Inc

Technology
-6
- 0.47%
N/A
1.28K $248K
PDEC
Innovator U.S. Equity Power Bu
-25
- 0.35%
N/A
7.05K $0
PSEP
Innovator U.S. Equity Power Bu
-700
- 7.79%
N/A
8.29K $0
Healthcare Rlty Tr
-3.22K
- 13.32%
N/A
21K $0
PJUN
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.3%
$36.63 - $37.8 $733 - $756
6.69K $250K
CVNA
Carvana Co.

Consumer Cyclical
-100
- 5.71%
$175.8 - $260.8 $17.6K - $26.1K
1.65K $335K
BA
Boeing CO

Industrials
-10
- 0.72%
$138.14 - $180.72 $1.38K - $1.81K
1.39K $245K
GOOG
Alphabet Inc.

Communication Services
-154
- 0.39%
$163.08 - $198.16 $25.1K - $30.5K
39K $7.42M
AAPL
Apple Inc.

Technology
-220
- 0.39%
$221.69 - $259.02 $48.8K - $57K
56.8K $14.2M
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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