Clay Northam Wealth Management, LLC Diversified Active

CIK: 0001915687 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $156,447 (100.0% shares, 0.0% debt)

Holdings (92)

COWZ PACER FDS TR 9.4%
Value ($000) $14,755 Shares 267,790 Est. Cost $49.71 Unrealized
SCHG SCHWAB STRATEGIC TR 9.0%
Value ($000) $14,039 Shares 480,621 Est. Cost $35.09 Unrealized
AMZN AMAZON COM INC 7.4%
Value ($000) $11,571 Shares 52,742 Est. Cost $127.25 Unrealized +55.5%
AAPL APPLE INC 7.2%
Value ($000) $11,253 Shares 54,845 Est. Cost $155.03 Unrealized +29.9%
SCHD SCHWAB STRATEGIC TR 6.5%
Value ($000) $10,191 Shares 384,554 Est. Cost $45.40 Unrealized
MSFT MICROSOFT CORP 4.5%
Value ($000) $7,066 Shares 14,206 Est. Cost $313.41 Unrealized +38.0%
GOOG ALPHABET INC 4.3%
Value ($000) $6,782 Shares 38,232 Est. Cost $113.10 Unrealized +45.8%
SCHZ SCHWAB STRATEGIC TR 4.3%
Value ($000) $6,669 Shares 286,943 Est. Cost $37.81 Unrealized
XLK SELECT SECTOR SPDR TR 3.5%
Value ($000) $5,468 Shares 21,594 Est. Cost $174.61 Unrealized
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $5,337 Shares 33,784 Est. Cost $98.12 Unrealized +28.2%
META META PLATFORMS INC 2.9%
Value ($000) $4,497 Shares 6,092 Est. Cost $321.80 Unrealized +91.6%
TSLA TESLA INC 2.6%
Value ($000) $4,095 Shares 12,891 Est. Cost $278.82 Unrealized +8.1%
CRWD CROWDSTRIKE HLDGS INC 2.6%
Value ($000) $4,036 Shares 7,924 Est. Cost $243.61 Unrealized +78.0%
TLT ISHARES TR 2.1%
Value ($000) $3,330 Shares 37,736 Est. Cost $89.53 Unrealized
CALF PACER FDS TR 2.0%
Value ($000) $3,192 Shares 80,164 Est. Cost $45.85 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $2,675 Shares 43,135 Est. Cost $60.68 Unrealized
GEM GOLDMAN SACHS ETF TR 1.3%
Value ($000) $1,989 Shares 53,457 Est. Cost $36.33 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.1%
Value ($000) $1,768 Shares 12,967 Est. Cost $48.79 Unrealized +140.4%
PAUG INNOVATOR ETFS TRUST 0.9%
Value ($000) $1,459 Shares 36,060 Est. Cost $30.53 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value ($000) $1,454 Shares 48,247 Est. Cost $29.61 Unrealized
ARDX ARDELYX INC 0.9%
Value ($000) $1,340 Shares 341,715 Est. Cost $6.25 Unrealized -34.0%
GPIX GOLDMAN SACHS ETF TR 0.8%
Value ($000) $1,302 Shares 26,140 Est. Cost $48.51 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,100 Shares 49,778 Est. Cost $28.91 Unrealized
PJAN INNOVATOR ETFS TRUST 0.7%
Value ($000) $1,027 Shares 23,310 Est. Cost $33.21 Unrealized
TTD THE TRADE DESK INC 0.6%
Value ($000) $958 Shares 13,304 Est. Cost $83.44 Unrealized -23.5%
OGIG ALPS ETF TR 0.6%
Value ($000) $949 Shares 17,716 Est. Cost $29.81 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $899 Shares 2,948 Est. Cost $191.32 Unrealized
QDPL PACER FDS TR 0.6%
Value ($000) $883 Shares 22,356 Est. Cost $32.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $867 Shares 1,785 Est. Cost $286.41 Unrealized +77.3%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.5%
Value ($000) $860 Shares 14,388 Est. Cost $64.82 Unrealized
WMT WALMART INC 0.5%
Value ($000) $847 Shares 8,664 Est. Cost $52.41 Unrealized +80.8%
GLBE GLOBAL E ONLINE LTD 0.5%
Value ($000) $799 Shares 23,815 Est. Cost $29.12 Unrealized +15.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $789 Shares 14,509 Est. Cost $51.78 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $784 Shares 12,805 Est. Cost $42.84 Unrealized
OUSM ALPS ETF TR 0.5%
Value ($000) $783 Shares 18,124 Est. Cost $32.31 Unrealized
SHOP SHOPIFY INC 0.5%
Value ($000) $724 Shares 6,276 Est. Cost $57.29 Unrealized +74.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $724 Shares 4,108 Est. Cost $110.93 Unrealized +47.2%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $707 Shares 2,437 Est. Cost $154.15 Unrealized +63.9%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $672 Shares 257 Est. Cost $1766.95 Unrealized +32.2%
XT ISHARES TR 0.4%
Value ($000) $652 Shares 9,986 Est. Cost $66.08 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.4%
Value ($000) $638 Shares 22,347 Est. Cost $62.63 Unrealized -53.4%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $595 Shares 11,355 Est. Cost $39.08 Unrealized
POCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $581 Shares 14,065 Est. Cost $30.65 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $569 Shares 5,019 Est. Cost $90.52 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $558 Shares 23,421 Est. Cost $43.17 Unrealized
FNDA SCHWAB STRATEGIC TR 0.4%
Value ($000) $554 Shares 19,320 Est. Cost $43.25 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $517 Shares 3,837 Est. Cost $141.02 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $514 Shares 519 Est. Cost $561.99 Unrealized +76.3%
HTEC EXCHANGE TRADED CONCEPTS TRU 0.3%
Value ($000) $508 Shares 17,815 Est. Cost $41.51 Unrealized
CFLT CONFLUENT INC 0.3%
Value ($000) $501 Shares 20,100 Est. Cost $26.88 Unrealized -16.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $500 Shares 2,146 Est. Cost $185.07 Unrealized +7.9%
NFLX NETFLIX INC 0.3%
Value ($000) $445 Shares 332 Est. Cost $69.38 Unrealized +63.0%
PAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $444 Shares 11,915 Est. Cost $27.36 Unrealized
ROKU ROKU INC 0.3%
Value ($000) $434 Shares 4,939 Est. Cost $267.31 Unrealized -73.9%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $389 Shares 2,124 Est. Cost $140.38 Unrealized +12.2%
IAU ISHARES GOLD TR 0.2%
Value ($000) $378 Shares 6,065 Est. Cost $39.03 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $378 Shares 15,500 Est. Cost $36.39 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $345 Shares 942 Est. Cost $346.43 Unrealized +2.7%
PSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $339 Shares 8,290 Est. Cost $27.83 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $325 Shares 4,684 Est. Cost $77.32 Unrealized -11.9%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $318 Shares 577 Est. Cost $486.24 Unrealized
HR HEALTHCARE RLTY TR 0.2%
Value ($000) $313 Shares 19,753 Est. Cost $20.85 Unrealized
INVESCO CALIF VALUE MUN INCO 0.2%
Value ($000) $313 Shares 30,147 Est. Cost $10.52 Unrealized
BA BOEING CO 0.2%
Value ($000) $306 Shares 1,462 Est. Cost $164.13 Unrealized +15.1%
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $303 Shares 16,665 Est. Cost $8.25 Unrealized +59.8%
BAC BANK AMERICA CORP 0.2%
Value ($000) $285 Shares 6,032 Est. Cost $32.96 Unrealized +25.7%
PDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $282 Shares 7,050 Est. Cost $32.22 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $279 Shares 451 Est. Cost $485.56 Unrealized
PJUN INNOVATOR ETFS TRUST 0.2%
Value ($000) $277 Shares 6,960 Est. Cost $29.49 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $275 Shares 3,737 Est. Cost $84.80 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $270 Shares 695 Est. Cost $313.07 Unrealized +5.7%
PMAR INNOVATOR ETFS TRUST 0.2%
Value ($000) $261 Shares 6,170 Est. Cost $32.17 Unrealized
PNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $254 Shares 6,435 Est. Cost $31.03 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $251 Shares 1,133 Est. Cost $219.71 Unrealized +0.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $235 Shares 805 Est. Cost $245.46 Unrealized +23.7%
ALAB ASTERA LABS INC 0.1%
Value ($000) $235 Shares 2,595 Est. Cost $79.01 Unrealized 0.0%
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $233 Shares 5,310 Est. Cost $33.70 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $229 Shares 5,289 Est. Cost $35.93 Unrealized +16.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $229 Shares 1,000 Est. Cost $191.03 Unrealized +20.2%
BX BLACKSTONE INC 0.1%
Value ($000) $224 Shares 1,500 Est. Cost $133.67 Unrealized +1.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $224 Shares 1,549 Est. Cost $102.43 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $223 Shares 2,077 Est. Cost $86.63 Unrealized +15.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $223 Shares 2,065 Est. Cost $99.37 Unrealized +5.2%
COWG PACER FDS TR 0.1%
Value ($000) $222 Shares 6,325 Est. Cost $35.11 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $209 Shares 5,500 Est. Cost $38.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $203 Shares 689 Est. Cost $188.97 Unrealized +34.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $201 Shares 258 Est. Cost $823.59 Unrealized -6.1%
SRVR PACER FDS TR 0.1%
Value ($000) $201 Shares 6,220 Est. Cost $32.32 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $201 Shares 2,000 Est. Cost $95.23 Unrealized +8.9%
ACHR ARCHER AVIATION INC 0.1%
Value ($000) $177 Shares 16,325 Est. Cost $8.87 Unrealized +5.5%
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value ($000) $143 Shares 10,661 Est. Cost $12.32 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $45 Shares 27,509 Est. Cost $2.12 Unrealized -58.8%