Black Diamond Financial, LLC Incresed Positions in Q4 2024

Black Diamond Financial, LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116K
+ 51.71%
$96.64 - $101.23 $11.2M - $11.7M
340K $33M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
392K
+ 50.8%
$27.8 - $29.05 $10.9M - $11.4M
1.16M $32.4M
SCHO
Schwab Short Term Us Treasury

ETFs
436K
+ 1797.02%
$24.06 - $48.88 $10.5M - $21.3M
460K $11.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10K
+ 6.51%
$316.94 - $357.88 $3.18M - $3.59M
164K $56.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
127K
+ 61.29%
$51.33 - $53.74 $6.51M - $6.81M
334K $17.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
689K
+ 360.99%
$25.93 - $105.3 $17.9M - $72.5M
880K $24.5M
MUB
Ishares National Muni Bond ETF

ETFs
37.7K
+ 58.65%
$105.78 - $108.7 $3.99M - $4.1M
102K $10.9M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
36.5K
+ 4.03%
$8.85 - $13.86 $323K - $505K
941K $11.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
805K
+ 232.97%
$25.79 - $80.4 $20.8M - $64.7M
1.15M $30M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.9K
+ 79.78%
$442.29 - $483.08 $1.73M - $1.88M
8.79K $3.98M
AAPL
Apple Inc.

Technology
4.36K
+ 14.56%
$221.69 - $259.02 $967K - $1.13M
34.3K $8.59M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.11K
+ 4.99%
$241.48 - $274.89 $751K - $855K
65.5K $16.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.77K
+ 27.22%
$521.84 - $558.82 $924K - $989K
8.27K $4.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
855
+ 21.96%
$567.81 - $607.81 $485K - $520K
4.75K $2.78M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
34K
+ 40.64%
$20.55 - $23.26 $700K - $792K
118K $2.48M
ISCG
Ishares Morningstar Small Cap

ETFs
7.78K
+ 5.46%
$48.22 - $54.03 $375K - $421K
150K $7.43M
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 6.09%
$280.04 - $302.45 $314K - $340K
19.6K $5.67M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
9.15K
+ 8.78%
$73.19 - $81.02 $670K - $741K
113K $8.42M
AMZN
Amazon Com Inc

Consumer Cyclical
393
+ 3.84%
$180.88 - $232.93 $71.1K - $91.5K
10.6K $2.33M
PG
Procter & Gamble CO

Consumer Defensive
2.64K
+ 74.83%
$161.05 - $179.7 $425K - $474K
6.16K $1.03M
NVDA
Nvidia Corp

Technology
1.39K
+ 7.78%
$117.0 - $148.88 $162K - $206K
19.2K $2.58M
VBR
Vanguard Small Cap Value ETF

ETFs
2.58K
+ 4.93%
$197.36 - $217.3 $509K - $560K
54.9K $10.9M
CVX
Chevron Corp

Energy
2.45K
+ 127.31%
$141.15 - $162.53 $346K - $399K
4.38K $634K
LLY
Eli Lilly & CO

Healthcare
661
+ 42.67%
$727.2 - $932.06 $481K - $616K
2.21K $1.71M
SCHX
Schwab Strategic Tr Us Large C

ETFs
543K
+ 197.59%
$22.4 - $68.28 $12.2M - $37.1M
818K $19M
GOOG
Alphabet Inc.

Communication Services
360
+ 3.72%
$163.08 - $198.16 $58.7K - $71.3K
10K $1.91M
VBK
Vanguard Small Cap Growth ETF

ETFs
261
+ 1.57%
$264.18 - $304.19 $69K - $79.4K
16.9K $4.72M
IEFA
Ishares Tr

ETFs
5.48K
+ 37.17%
$70.06 - $77.43 $384K - $424K
20.2K $1.42M
IEMG
Ishares Inc

ETFs
4.47K
+ 3.61%
N/A
128K $6.87M
GOOGL
Alphabet Inc.

Communication Services
280
+ 5.04%
$161.86 - $196.66 $45.3K - $55.1K
5.84K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.73K
+ 70.96%
$61.68 - $67.87 $168K - $185K
6.57K $409K
V
Visa Inc.

Financial Services
208
+ 11.72%
$273.87 - $320.91 $57K - $66.7K
1.98K $626K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.01%
$260.27 - $280.65 $260 - $281
19.7K $5.32M
MA
Mastercard Inc

Financial Services
168
+ 18.42%
$491.3 - $536.15 $82.5K - $90.1K
1.08K $568K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
355
+ 1.08%
$72.18 - $81.41 $25.6K - $28.9K
33.3K $2.52M
BAC
Bank Of America Corp

Financial Services
8
+ 0.03%
$39.22 - $47.77 $314 - $382
25.1K $1.11M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.03K
+ 55.33%
$114.08 - $125.68 $117K - $129K
2.88K $330K
FREL
Fidelity Covington Tr Msci Rea

ETFs
47.2K
+ 9.8%
$26.61 - $29.85 $1.26M - $1.41M
529K $14.3M
ABBV
Abb Vie Inc.

Healthcare
665
+ 42.06%
$164.99 - $203.87 $110K - $136K
2.25K $399K
WMT
Walmart Inc.

Consumer Defensive
411
+ 7.9%
$79.1 - $95.7 $32.5K - $39.3K
5.62K $507K
META
Meta Platforms, Inc.

Communication Services
100
+ 7.82%
$554.08 - $632.68 $55.4K - $63.3K
1.38K $813K
WFC
Wells Fargo & Company

Financial Services
151
+ 3.24%
$54.98 - $77.35 $8.3K - $11.7K
4.81K $338K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.33K
+ 5.58%
$160.89 - $176.18 $213K - $233K
25.1K $4.05M
ROST
Ross Stores, Inc.

Consumer Cyclical
393
+ 27.68%
$138.59 - $156.61 $54.5K - $61.5K
1.81K $274K
MRK
Merck & Co., Inc.

Healthcare
1.08K
+ 26.76%
$96.31 - $114.76 $104K - $123K
5.1K $507K
MSFT
Microsoft Corp

Technology
223
+ 3.47%
$406.35 - $454.46 $90.6K - $101K
6.64K $2.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.5K
+ 222.39%
$22.01 - $66.82 $275K - $834K
18.1K $410K
PWR
Quanta Services, Inc.

Industrials
20
+ 1.24%
$296.05 - $346.6 $5.92K - $6.93K
1.63K $514K
CORT
Corcept Therapeutics Inc

Healthcare
200
+ 4.0%
$44.66 - $60.85 $8.93K - $12.2K
5.2K $262K
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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