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Home > Institutional Investor > Clay Northam Wealth Management, Llc > Profile

Instuitional Investor - Clay Northam Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Clay Northam Wealth Management, Llc
Portfolio Value $142,949,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 266,928 $14,616,953 10.23%
2.
Apple Inc.
 AAPL 55,615 $12,353,807 8.64%
3.
Schwab Strategic Trust
 FNDF 478,616 $11,984,545 8.38%
4.
Schwab Strategic Trust
 FNDF 390,395 $10,915,453 7.64%
5.
Amazon Com Inc
 AMZN 53,254 $10,132,167 7.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)