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
SCHO
Schwab Short Term Us Treasury

ETFs
3.27K
+ 15.56%
$47.93 - $49.06 $157K - $160K
24.3K $1.19M
META
Meta Platforms, Inc.

Communication Services
153
+ 13.59%
$453.41 - $572.44 $69.4K - $87.6K
1.28K $732K
XOM
Exxon Mobil Corp

Energy
1.24K
+ 24.51%
$109.72 - $119.0 $136K - $147K
6.29K $737K
CAT
Caterpillar Inc

Industrials
263
+ 38.01%
$316.8 - $391.12 $83.3K - $103K
955 $373K
MSFT
Microsoft Corp

Technology
549
+ 9.35%
$395.15 - $467.56 $217K - $257K
6.42K $2.76M
LOW
Lowes Companies Inc

Consumer Cyclical
199
+ 13.81%
$213.3 - $270.78 $42.4K - $53.9K
1.64K $444K
RTX
Raytheon Technologies Corp

Industrials
444
+ 15.75%
$99.55 - $123.34 $44.2K - $54.8K
3.26K $395K
SHV
Ishares Tr

ETFs
833
+ 18.77%
$110.05 - $110.63 $91.7K - $92.2K
5.27K $583K
EXC
Exelon Corp

Utilities
81
+ 0.58%
$34.24 - $40.55 $2.77K - $3.28K
14.1K $573K
BAC
Bank Of America Corp

Financial Services
2.1K
+ 9.13%
$36.65 - $44.13 $77.1K - $92.8K
25.1K $997K
JNJ
Johnson & Johnson

Healthcare
138
+ 5.02%
$145.48 - $167.38 $20.1K - $23.1K
2.89K $467K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 0.5%
$434.77 - $502.96 $11.3K - $13.1K
5.21K $2.54M
PLD
Prologis, Inc.

Real Estate
3
+ 0.07%
$111.95 - $132.43 $336 - $397
4.15K $524K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 6.28%
$801.83 - $917.05 $28.1K - $32.1K
592 $524K
ABBV
Abb Vie Inc.

Healthcare
31
+ 2.0%
$163.84 - $199.33 $5.08K - $6.18K
1.58K $312K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 1.26%
$160.76 - $177.82 $7.07K - $7.82K
3.52K $610K
WFC
Wells Fargo & Company

Financial Services
808
+ 20.96%
$51.58 - $60.97 $41.7K - $49.3K
4.66K $263K
XLV
Select Sector Spdr Fund Health

ETFs
105
+ 4.91%
$143.3 - $157.24 $15K - $16.5K
2.24K $345K
AMZN
Amazon Com Inc

Consumer Cyclical
537
+ 5.54%
$161.02 - $200.0 $86.5K - $107K
10.2K $1.91M
V
Visa Inc.

Financial Services
23
+ 1.31%
$253.74 - $291.56 $5.84K - $6.71K
1.77K $487K
QUAL
Ishares Msci Usa Quality Facto

ETFs
75
+ 6.21%
$162.64 - $179.3 $12.2K - $13.4K
1.28K $230K
VTWO
Vanguard Russell 2000 ETF

ETFs
19
+ 0.69%
$81.17 - $90.77 $1.54K - $1.72K
2.77K $247K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.16%
$386.81 - $423.12 $387 - $423
619 $261K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50
+ 1.32%
$57.32 - $62.65 $2.87K - $3.13K
3.84K $239K
HYG
Ishares Tr

ETFs
3
+ 0.09%
$76.72 - $80.36 $230 - $241
3.32K $266K
CVM
Cel Sci Corp

Healthcare
13K
+ 18.06%
$1.05 - $1.5 $13.7K - $19.5K
85K $90K
LLY
Eli Lilly & CO

Healthcare
27
+ 1.77%
$772.14 - $960.02 $20.8K - $25.9K
1.55K $1.37M
GOOGL
Alphabet Inc.

Communication Services
415
+ 8.07%
$148.65 - $191.18 $61.7K - $79.3K
5.56K $921K
CVX
Chevron Corp

Energy
3
+ 0.16%
$137.88 - $161.97 $414 - $486
1.93K $283K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.07%
$111.15 - $128.97 $333 - $387
4.02K $456K
GOOG
Alphabet Inc.

Communication Services
427
+ 4.61%
$149.54 - $192.66 $63.9K - $82.3K
9.68K $1.62M
MCK
Mckesson Corp

Healthcare
19
+ 1.26%
$479.06 - $630.38 $9.1K - $12K
1.53K $753K
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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