Black Diamond Financial, LLC Purchases and Sells in Q1 2025

Black Diamond Financial, LLC

$665 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	37.8K + 37.0%	$104.71 - $107.69 $3.95M - $4.07M	140K $14.7M
AGG	24.8K + 7.28%	$95.85 - $99.25 $2.38M - $2.46M	365K $36.1M
SPTI	69.8K + 6.0%	$27.64 - $28.58 $1.93M - $1.99M	1.23M $35.2M
SCHV	72.2K + 6.27%	$25.77 - $27.6 $1.86M - $1.99M	1.22M $32.5M
SCHF	20.1K + 2.4%	$18.36 - $20.51 $368K - $412K	856K $16.9M
FREL	37K + 6.99%	$25.98 - $28.59 $961K - $1.06M	566K $15.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	5.21K New	$468.34 - $539.52 $2.44M - $2.81M	5.21K $2.44M
RTX	3.01K New	$114.1 - $135.66 $344K - $408K	3.01K $398K
FCN	2K New	$160.54 - $198.75 $321K - $398K	2K $328K
COF	1.65K New	$163.87 - $209.82 $271K - $346K	1.65K $296K
MCD	696 New	$279.74 - $321.29 $195K - $224K	696 $217K
AJG	615 New	$275.89 - $345.24 $170K - $212K	615 $212K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTOS	-760K - 75.04%	$4.02 - $5.42 $3.05M - $4.12M	253K $1.07M
AAPL	-3.79K - 11.05%	$209.68 - $247.1 $795K - $937K	30.5K $6.78M
BRK-B	-3.72K - 42.35%	$442.66 - $534.52 $1.65M - $1.99M	5.07K $2.7M
MGC	-834 - 0.84%	$199.2 - $222.69 $166K - $186K	98K $19.7M
SCHX	-10.3K - 1.26%	$21.75 - $24.28 $224K - $250K	808K $17.8M
VBR	-2.03K - 3.7%	$183.02 - $207.75 $371K - $421K	52.8K $9.84M

Activity Summary All Purchases 72 New Holdings 7 Increased Positions 65 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Financial, LLC with notifications on news.