Clay Northam Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Long Beach, CA
CIK
0001915687
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 80 112,387 AAPL, SCHD, SCHG, COWZ 13F-HR 1/23/2024 000108514624000401
Q3 2023 78 100,744 AAPL, SCHD, COWZ, SCHG 13F-HR 10/19/2023 000108514623003790
Q2 2023 78 105,120 AAPL, SCHD, SCHG, COWZ 13F-HR 7/20/2023 000108514623002793
Q1 2023 80 97,218 SCHD, AAPL, COWZ, SCHG 13F-HR 4/19/2023 000108514623001756
Q4 2022 78 86,845 SCHD, COWZ, AAPL, SCHZ 13F-HR 2/14/2023 000108514623001381
Q3 2022 79 80,136 SCHD, AAPL, SCHZ, AMZN 13F-HR 10/24/2022 000108514622003572
Q2 2022 78 80,263 SCHD, AAPL, SCHZ, AMZN 13F-HR 7/21/2022 000108514622002514
Q1 2022 80 98,775 AAPL, SCHD, AMZN, SCHZ 13F-HR 4/21/2022 000108514622001502
Q4 2021 88 106,162 AAPL, SCHD, AMZN, SCHZ 13F-HR 3/15/2022 000108514622001249