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| Name: |
Clay Northam Wealth Management LLC |
| City: |
LONG BEACH |
| State: |
CA |
| Zip: |
90803 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IJH |
iShares S&P MidCap 400 Index |
38 |
New |
$60.31 |
$494,000 |
8,135 |
0.4% |
494,000 |
8,135 |
0.008 |
Closed - End Fund - E... |
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CALF |
Pacer Us Small Cap Cash Cow... |
53 |
New |
$0.00 |
$353,000 |
7,188 |
0.28% |
353,000 |
7,188 |
0.007 |
N/A |
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IBIT |
iShares Bitcoin Trust |
54 |
New |
$38.28 |
$336,000 |
8,300 |
0.27% |
336,000 |
8,300 |
0.092 |
N/A |
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CAT |
Caterpillar Inc |
74 |
New |
$356.27 |
$234,000 |
639 |
0.19% |
234,000 |
639 |
0 |
Farm & Construction M... |
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EW |
Edwards Lifesciences Corp |
76 |
New |
$30.14 |
$229,000 |
2,400 |
0.18% |
229,000 |
2,400 |
0 |
Medical Appliances & ... |
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BAC |
Bank of America Corp |
79 |
New |
$39.29 |
$225,000 |
5,924 |
0.18% |
225,000 |
5,924 |
0 |
Domestic Money Center... |
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VZ |
Verizon Communications Inc |
82 |
New |
$40.06 |
$222,000 |
5,302 |
0.18% |
222,000 |
5,302 |
0 |
Telecom Services - Do... |
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IBM |
International Business Mach... |
84 |
New |
$169.03 |
$218,000 |
1,144 |
0.18% |
218,000 |
1,144 |
0.003 |
Diversified Computer ... |
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WM |
Waste Management Inc |
86 |
New |
$210.44 |
$213,000 |
1,000 |
0.17% |
213,000 |
1,000 |
0 |
Waste Management |
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SOFI |
SoFi Technologies, Inc |
87 |
New |
$7.28 |
$84,000 |
11,478 |
0.07% |
84,000 |
11,478 |
0.001 |
N/A |
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