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Home > Institutional Investor > Clay Northam Wealth Management, Llc > 13F Holdings

Instuitional Investor - Clay Northam Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 276,239 $17,182,040 8.45%
2.
Schwab Strategic Trust
 SCHD 479,132 $16,213,827 7.98%
3.
Apple Inc.
 AAPL 51,234 $14,825,009 7.29%
4.
Alphabet Inc.
 GOOGL 37,305 $13,180,873 6.48%
5.
Amazon Com Inc
 AMZN 52,844 $12,594,915 6.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.