Black Diamond Financial, LLC Purchases and Sells in Q2 2025

Black Diamond Financial, LLC

$642 Million
Q2 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	8.44K + 15.34%	$153.67 - $176.74 $1.3M - $1.49M	63.5K $11.2M
VYM	6.42K + 163.66%	$114.78 - $133.31 $737K - $855K	10.3K $1.38M
VTEB	18.1K + 48.88%	$48.13 - $49.85 $870K - $901K	55K $2.7M
CEG	1 + 0.02%	$170.96 - $322.76 $171 - $323	5.12K $1.65M
VOO	260 + 3.09%	$456.74 - $568.03 $119K - $148K	8.67K $4.92M
IVV	173 + 2.07%	$498.8 - $620.9 $86.3K - $107K	8.53K $5.29M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE	1.24K New	$166.81 - $257.39 $207K - $319K	1.24K $318K
LCTU	4.02K New	$53.69 - $67.27 $216K - $270K	4.02K $270K
AVGO	977 New	$146.29 - $275.65 $143K - $269K	977 $269K
NFLX	192 New	$855.86 - $1339.13 $164K - $257K	192 $257K
ESGU	1.89K New	$108.06 - $135.3 $205K - $256K	1.89K $256K
ORCL	1.14K New	$122.82 - $218.63 $140K - $248K	1.14K $248K

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	-84.3K - 12.32%	$114.87 - $131.25 $9.69M - $11.1M	600K $78.7M
RSP	-39.7K - 87.83%	$152.93 - $181.74 $6.07M - $7.22M	5.51K $1M
AGG	-42.5K - 11.64%	$96.84 - $99.46 $4.11M - $4.23M	323K $32M
SCHV	-194K - 15.82%	$23.55 - $27.67 $4.56M - $5.35M	1.03M $28.5M
SDY	-29.4K - 78.93%	$121.58 - $136.74 $3.58M - $4.02M	7.85K $1.07M
SPTI	-133K - 10.77%	$28.21 - $28.85 $3.75M - $3.83M	1.1M $31.6M

Activity Summary All Purchases 46 New Holdings 10 Increased Positions 36 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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