StockDriftsStockDriftsTop 50 Clay Northam Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COWZ | PACER FDS TR | 9.73% | 276.9K | $17.3M | +1.25%(+3.40K) | $48.62(+29.51%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.92% | 483.9K | $14.1M | +0.46%(+2.23K) | $14.32(+139.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.35% | 51.6K | $13.1M | -2.74%(-1.46K) | $159.80(+87.02%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.65% | 386.2K | $11.8M | +0.86%(+3.28K) | $25.82(+22.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.17% | 52.7K | $11.0M | +0.65%(+342) | $165.70(+63.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.01% | 37.3K | $10.7M | -2.03%(-772) | $138.54(+188.03%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.52% | 35.9K | $6.3M | +8.05%(+2.68K) | $51.35(+339.81%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.23% | 43.3K | $5.8M | -0.19%(-82) | $81.84(+116.09%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.07% | 235.7K | $5.5M | -2.67%(-6.46K) | $25.65(-10.03%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.88% | 13.9K | $5.1M | -0.98%(-137) | $310.01(+30.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.03% | +56.22% |
| Top 20 Holdings Unweighted | +17.39% | +61.77% |
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