Black Diamond Wealth Management Inc. Purchases in Q4 2024

Black Diamond Wealth Management Inc.

  • $145 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
203K
+ 128.17%
$50.23 - $50.46 $10.2M - $10.3M
362K $18.2M
AAPL
Apple Inc.

Technology
768
+ 3.57%
$221.69 - $259.02 $170K - $199K
22.3K $5.57M
IEMG
Ishares Inc

ETFs
10.1K
+ 239.23%
N/A
14.3K $765K
NVDA
Nvidia Corp

Technology
1.75K
+ 7.85%
$117.0 - $148.88 $204K - $260K
24K $3.22M
AMZN
Amazon Com Inc

Consumer Cyclical
76
+ 0.56%
$180.88 - $232.93 $13.7K - $17.7K
13.5K $2.97M
JPM
Jpmorgan Chase & CO

Financial Services
354
+ 3.02%
$205.18 - $250.29 $72.6K - $88.6K
12.1K $2.9M
SPYG
Spdr Portfolio

ETFs
2.3K
+ 10.21%
$81.74 - $91.38 $188K - $211K
24.9K $2.19M
T
At&T Inc.

Communication Services
11K
New
$21.22 - $23.88 $233K - $262K
11K $249K
GLDM
World Gold Trust

ETFs
4.6K
+ 34.88%
$50.76 - $55.23 $234K - $254K
17.8K $925K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.97K
+ 52.21%
$53.94 - $58.15 $214K - $231K
11.6K $653K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.63K
+ 11.84%
$89.97 - $98.59 $147K - $161K
15.4K $1.46M
NFLX
Netflix Inc

Communication Services
82
+ 11.34%
$687.65 - $936.56 $56.4K - $76.8K
805 $717K
CAT
Caterpillar Inc

Industrials
553
New
$360.37 - $416.88 $199K - $231K
553 $200K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
783
+ 0.84%
$66.77 - $71.52 $52.3K - $56K
94.6K $6.52M
META
Meta Platforms, Inc.

Communication Services
181
+ 5.4%
$554.08 - $632.68 $100K - $115K
3.53K $2.08M
CRM
Salesforce, Inc.

Technology
172
+ 14.65%
$270.87 - $367.87 $46.6K - $63.3K
1.35K $450K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.21K
+ 21.81%
$50.67 - $50.9 $112K - $112K
12.3K $624K
V
Visa Inc.

Financial Services
12
+ 0.48%
$273.87 - $320.91 $3.29K - $3.85K
2.53K $799K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
348
+ 12.84%
$198.04 - $221.51 $68.9K - $77.1K
3.06K $643K
RSP
Invesco S&P 500 Equal Weight E

ETFs
571
+ 28.79%
$174.22 - $187.62 $99.5K - $107K
2.55K $447K
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 2.83%
$567.81 - $607.81 $44.3K - $47.4K
2.84K $1.66M
WMT
Walmart Inc.

Consumer Defensive
193
+ 2.98%
$79.1 - $95.7 $15.3K - $18.5K
6.67K $602K
NOW
Service Now, Inc.

Technology
41
+ 21.35%
$867.18 - $1148.42 $35.6K - $47.1K
233 $247K
WFC
Wells Fargo & Company

Financial Services
72
+ 1.46%
$54.98 - $77.35 $3.96K - $5.57K
5K $351K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 6.35%
$4100.99 - $5300.34 $16.4K - $21.2K
67 $332K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
667
+ 4.16%
$33.74 - $36.85 $22.5K - $24.6K
16.7K $611K
CGGO
Capital Group Global Growth Eq

ETFs
3.87K
+ 7.07%
$29.21 - $30.67 $113K - $119K
58.6K $1.71M
HON
Honeywell International Inc

Industrials
112
+ 9.95%
$202.84 - $236.0 $22.7K - $26.4K
1.24K $279K
CSCO
Cisco Systems, Inc.

Technology
168
+ 3.06%
$52.45 - $60.02 $8.81K - $10.1K
5.66K $334K
MSFT
Microsoft Corp

Technology
343
+ 2.9%
$406.35 - $454.46 $139K - $156K
12.2K $5.13M
INTU
Intuit Inc

Technology
58
+ 15.85%
$602.01 - $706.25 $34.9K - $41K
424 $266K
MA
Mastercard Inc

Financial Services
19
+ 2.3%
$491.3 - $536.15 $9.33K - $10.2K
846 $445K
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 3.54%
$471.27 - $550.62 $9.9K - $11.6K
615 $321K
VGT
Vanguard Information Technolog

ETFs
11
+ 1.86%
$571.78 - $647.97 $6.29K - $7.13K
603 $374K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
545
+ 4.51%
$50.0 - $50.27 $27.3K - $27.4K
12.6K $632K
PM
Philip Morris International Inc.

Consumer Defensive
201
+ 11.36%
$118.38 - $133.06 $23.8K - $26.7K
1.97K $237K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
439
+ 5.32%
$50.37 - $50.6 $22.1K - $22.2K
8.7K $438K
ACN
Accenture PLC

Technology
49
+ 6.64%
$343.9 - $376.86 $16.9K - $18.5K
787 $276K
TXN
Texas Instruments Inc

Technology
76
+ 4.6%
N/A
1.73K $336K
PAYX
Paychex Inc

Industrials
2
+ 0.1%
$135.86 - $148.73 $272 - $297
1.99K $278K
ORCL
Oracle Corp

Technology
117
+ 5.51%
$165.41 - $192.43 $19.4K - $22.5K
2.24K $373K
PHYL
Pgim ETF Tr

ETFs
378
+ 5.93%
$34.74 - $35.59 $13.1K - $13.5K
6.75K $234K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.2K
+ 46.99%
N/A
13.1K $0
Valued Advisers Tr
7.34K
+ 51.45%
N/A
21.6K $0
TUA
Simpl Exch Traded Fds Sht Term
1.39K
+ 2.52%
N/A
56.6K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
422
+ 5.55%
$43.84 - $48.76 $18.5K - $20.6K
8.03K $353K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20
+ 0.04%
N/A
53.9K $0
XOM
Exxon Mobil Corp

Energy
298
+ 9.14%
$105.51 - $125.37 $31.4K - $37.4K
3.56K $382K
Ishares Bitcoin Trust ETF
21.5K
+ 374.0%
N/A
27.2K $0
Activity Summary
Buys All Purchases 75 New Holdings 3 Increased Positions 72 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email