Black Diamond Financial, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $587 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Value with a value of $88.5M, Vanguard Mega Cap Growth ETF with a value of $49.7M, Schwab Strategic Tr Us Large C with a value of $27.8M, Ishares Core U.S. Aggregate Bo with a value of $22.7M, and Spdr Ser Tr Spdr Portfolio Int with a value of $22.4M.
Examining the 13F form we can see an increase of $69M in the current position value, from $517M to 587M.
Below you can find more details about Black Diamond Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$587 Million
ETFs: $530 Million
Consumer Cyclical: $12.8 Million
Technology: $11.9 Million
Industrials: $8.57 Million
Financial Services: $6.92 Million
Healthcare: $5.76 Million
Communication Services: $3.5 Million
Consumer Defensive: $2.72 Million
Other: $4.28 Million
Stock Holdings Table Market Cap. of $200 Billions or more
