Black Diamond Financial, LLC Purchases in Q3 2024

Black Diamond Financial, LLC

  • $587 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
73.2K
+ 11.87%
$118.0 - $128.28 $8.64M - $9.4M
690K $88.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14.7K
+ 10.54%
$285.48 - $330.24 $4.2M - $4.86M
154K $49.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32.8K
+ 10.47%
$73.43 - $80.37 $2.41M - $2.63M
346K $27.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
89.5K
+ 27.55%
$36.98 - $41.55 $3.31M - $3.72M
414K $17M
CTOS
Custom Truck One Source, Inc.

Industrials
1.29M
+ 906.81%
$3.41 - $5.17 $4.38M - $6.64M
1.43M $4.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.6K
+ 14.62%
$96.25 - $101.98 $2.75M - $2.92M
224K $22.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98K
+ 14.56%
$27.8 - $29.26 $2.72M - $2.87M
771K $22.4M
FREL
Fidelity Covington Tr Msci Rea

ETFs
47.5K
+ 10.93%
$25.07 - $29.94 $1.19M - $1.42M
482K $14.2M
VBR
Vanguard Small Cap Value ETF

ETFs
12.2K
+ 30.51%
$179.99 - $201.6 $2.2M - $2.46M
52.3K $10.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
9.13K
+ 17.16%
$218.05 - $243.47 $1.99M - $2.22M
62.4K $15.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 7.7%
$92.63 - $105.69 $1.26M - $1.44M
191K $19.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20.8K
+ 11.18%
$50.85 - $53.88 $1.06M - $1.12M
207K $11.1M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
11.2K
+ 11.98%
$69.7 - $76.81 $777K - $857K
104K $7.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.88K
+ 40.58%
$475.2 - $527.7 $892K - $990K
6.5K $3.43M
VTI
Vanguard Total Stock Market Et

ETFs
2.74K
+ 17.42%
$255.18 - $283.2 $698K - $775K
18.4K $5.22M
VNQ
Vanguard Specialized Funds Van

ETFs
4.89K
+ 13.37%
$82.97 - $98.97 $406K - $484K
41.5K $4.04M
VO
Vanguard Mid Cap ETF

ETFs
62
+ 0.14%
$237.84 - $263.83 $14.7K - $16.4K
44.2K $11.7M
AAPL
Apple Inc.

Technology
1.19K
+ 4.15%
$207.23 - $234.82 $247K - $280K
30K $6.98M
NVDA
Nvidia Corp

Technology
6.97K
+ 64.29%
$98.91 - $134.91 $689K - $940K
17.8K $2.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.0%
$162.83 - $179.16 $163 - $179
51.9K $9.3M
IEMG
Ishares Inc

ETFs
13.6K
+ 12.38%
$53.64 - $53.64 $730K - $730K
124K $6.63M
SYK
Stryker Corp

Healthcare
1.86K
New
$315.94 - $371.96 $588K - $693K
1.86K $672K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.17K
+ 5.2%
$149.02 - $167.67 $175K - $197K
23.7K $3.98M
VIG
Vanguard Dividend Appreciation

ETFs
2.56K
+ 48.71%
$182.15 - $182.15 $466K - $466K
7.81K $1.42M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.26K
New
$305.34 - $350.41 $386K - $443K
1.26K $436K
CEG
Constellation Energy Corp

Utilities
196
+ 4.0%
$167.08 - $262.86 $32.7K - $51.5K
5.09K $1.32M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 21.68%
$194.9 - $224.8 $263K - $303K
7.57K $1.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
995
+ 1.2%
$19.78 - $23.53 $19.7K - $23.4K
83.8K $1.94M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.01%
$240.48 - $267.94 $240 - $268
16.6K $4.44M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.36K
+ 4.29%
$65.15 - $72.97 $88.3K - $98.9K
33K $2.41M
DE
Deere & CO

Industrials
626
New
$344.84 - $418.0 $216K - $262K
626 $261K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
792
+ 0.91%
$76.94 - $79.54 $60.9K - $63K
88K $6.99M
CORT
Corcept Therapeutics Inc

Healthcare
5K
New
$29.51 - $46.26 $148K - $231K
5K $231K
MUB
Ishares National Muni Bond ETF

ETFs
838
+ 1.32%
$106.13 - $108.7 $88.9K - $91.1K
64.3K $6.99M
BX
Blackstone Inc.

Financial Services
1.45K
New
$120.77 - $159.66 $175K - $231K
1.45K $221K
XLK
Technology Sector Spdr

ETFs
984
+ 14.9%
$197.34 - $237.68 $194K - $234K
7.59K $1.71M
DUK
Duke Energy Corp

Utilities
1.89K
New
$99.35 - $117.71 $187K - $222K
1.89K $217K
KO
Coca Cola CO

Consumer Defensive
3K
New
$62.69 - $73.01 $188K - $219K
3K $215K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.18K
New
$31.05 - $34.29 $192K - $212K
6.18K $211K
VGT
Vanguard Information Technolog

ETFs
332
+ 21.73%
$514.43 - $606.85 $171K - $201K
1.86K $1.09M
IYG
Ishares Tr

ETFs
2.93K
New
$64.2 - $71.76 $188K - $210K
2.93K $208K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.04K
New
$91.37 - $101.65 $187K - $208K
2.04K $207K
MKC
Mccormick & CO Inc

Consumer Defensive
2.53K
New
$69.44 - $84.76 $175K - $214K
2.53K $207K
ES
Eversource Energy

Utilities
3.05K
New
$56.52 - $68.38 $173K - $209K
3.05K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
675
New
$245.82 - $304.51 $166K - $206K
675 $205K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.86K
New
$105.92 - $110.83 $197K - $206K
1.86K $205K
MET
Metlife Inc

Financial Services
2.44K
New
$67.96 - $82.48 $166K - $201K
2.44K $201K
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 0.6%
$520.18 - $576.82 $17.7K - $19.6K
5.7K $3.29M
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 48.67%
$66.91 - $81.4 $114K - $139K
5.21K $420K
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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