Black Diamond Financial, LLC Reduced Holdings in Q4 2024

Black Diamond Financial, LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10.8K
- 12.29%
$77.86 - $79.27 $842K - $857K
77.2K $6.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.88K
- 6.67%
$131.66 - $144.0 $379K - $415K
40.3K $5.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.38K
- 6.51%
$174.22 - $187.62 $589K - $634K
48.5K $8.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-874
- 1.18%
$57.29 - $63.1 $50.1K - $55.1K
73.3K $4.21M
XLV
Select Sector Spdr Fund Health

ETFs
-605
- 26.96%
$136.28 - $154.74 $82.4K - $93.6K
1.64K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-414
- 1.61%
$113.92 - $127.38 $47.2K - $52.7K
25.2K $2.91M
SRLN
Ssga Active Trust

ETFs
-2.17K
- 5.31%
$41.48 - $42.08 $90.1K - $91.4K
38.7K $1.62M
VDE
Vanguard Energy ETF

ETFs
-592
- 19.77%
$116.67 - $136.78 $69.1K - $81K
2.4K $291K
XOM
Exxon Mobil Corp

Energy
-77
- 1.22%
$105.51 - $125.37 $8.12K - $9.65K
6.21K $668K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.08K
- 6.5%
$48.33 - $49.08 $52K - $52.8K
15.5K $749K
CAT
Caterpillar Inc

Industrials
-97
- 10.16%
$360.37 - $416.88 $35K - $40.4K
858 $311K
DHR
Danaher Corp

Healthcare
-55
- 5.66%
$226.16 - $274.52 $12.4K - $15.1K
917 $210K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 11.82%
$873.59 - $994.69 $61.2K - $69.6K
522 $478K
EVRG
Evergy, Inc.

Utilities
-664
- 14.04%
$59.06 - $65.0 $39.2K - $43.2K
4.07K $250K
UNP
Union Pacific Corp

Industrials
-65
- 4.43%
$223.15 - $249.32 $14.5K - $16.2K
1.4K $319K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-42
- 17.28%
$1146.59 - $1270.6 $48.2K - $53.4K
201 $238K
EXC
Exelon Corp

Utilities
-4
- 0.03%
$36.22 - $40.97 $145 - $164
14.1K $532K
CTOS
Custom Truck One Source, Inc.

Industrials
-415K
- 29.06%
$3.11 - $6.0 $1.29M - $2.49M
1.01M $4.87M
HON
Honeywell International Inc

Industrials
-330
- 17.65%
$202.84 - $236.0 $66.9K - $77.9K
1.54K $347K
CSX
Csx Corp

Industrials
-32
- 0.21%
$31.58 - $36.88 $1.01K - $1.18K
15.2K $489K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-60
- 0.95%
$33.93 - $38.37 $2.04K - $2.3K
6.26K $214K
HYG
Ishares Tr

ETFs
-248
- 7.46%
$78.09 - $80.04 $19.4K - $19.8K
3.08K $241K
VO
Vanguard Mid Cap ETF

ETFs
-118
- 0.27%
$261.5 - $284.63 $30.9K - $33.6K
44K $11.6M
VGT
Vanguard Information Technolog

ETFs
-132
- 7.1%
$571.78 - $647.97 $75.5K - $85.5K
1.73K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.64%
$385.02 - $431.37 $1.93K - $2.16K
780 $303K
XLF
Financial Sector Spdr

ETFs
-697
- 10.06%
$44.89 - $51.34 $31.3K - $35.8K
6.23K $301K
GLD
Spdr Gold Trust

ETFs
-25
- 0.68%
$236.59 - $257.5 $5.91K - $6.44K
3.67K $888K
VB
Vanguard Small Cap ETF

ETFs
-247
- 0.73%
$233.76 - $261.58 $57.7K - $64.6K
33.6K $8.08M
JPM
Jpmorgan Chase & CO

Financial Services
-107
- 1.41%
$205.18 - $250.29 $22K - $26.8K
7.46K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-332
- 12.09%
$213.65 - $479.86 $70.9K - $159K
2.41K $974K
MGC
Vanguard Mega Cap ETF

ETFs
-835
- 0.84%
$204.21 - $220.18 $171K - $184K
98.9K $21M
VUG
Vanguard Growth ETF

ETFs
-266
- 0.57%
$378.79 - $428.11 $101K - $114K
46.4K $19.1M
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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