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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 $154,896,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 264,527 $14,940,486 9.64%
2.
Apple Inc.
 AAPL 56,843 $14,234,506 9.18%
3.
Schwab Strategic Trust
 FNDF 488,599 $13,617,254 8.79%
4.
Amazon Com Inc
 AMZN 53,568 $11,752,354 7.58%
5.
Schwab Strategic Trust
 FNDF 395,524 $10,805,728 6.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)