Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLAY NORTHAM WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 89 | 124,183,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | 51 | $438,209 | 2,135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| APPLIED MATLS INC | COM | 52 | $437,620 | 2,122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TWILIO INC | CL A | 53 | $424,136 | 6,936 | 0.00 | 0.00 | -65 | -0.93 | 03-31-2024 |
| SHOPIFY INC | CL A | 54 | $412,474 | 5,345 | 0.00 | 0.00 | -110 | -2.02 | 03-31-2024 |
