Black Diamond Wealth Management Inc. Purchases in Q2 2025

Black Diamond Wealth Management Inc.

  • $147 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
140K
+ 90.18%
$50.28 - $50.47 $7.05M - $7.08M
296K $14.9M
JPM
Jpmorgan Chase & CO

Financial Services
7.38K
+ 81.54%
$210.28 - $289.91 $1.55M - $2.14M
16.4K $4.77M
JPIB
Jpmorgan International Bond Op

ETFs
36.2K
New
$47.18 - $48.62 $1.71M - $1.76M
36.2K $1.76M
MSFT
Microsoft Corp

Technology
82
+ 0.72%
$354.56 - $497.45 $29.1K - $40.8K
11.5K $5.74M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.99K
+ 9.15%
$58.41 - $72.69 $525K - $653K
107K $7.79M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.1K
New
$45.88 - $54.4 $924K - $1.1M
20.1K $1.1M
CGDV
Capital Group Divid Value ETF

ETFs
17.6K
+ 17.13%
$31.93 - $39.49 $561K - $693K
120K $4.74M
AVGO
Broadcom Inc.

Technology
64
+ 0.99%
$146.29 - $275.65 $9.36K - $17.6K
6.52K $1.8M
META
Meta Platforms, Inc.

Communication Services
73
+ 1.87%
$484.66 - $738.09 $35.4K - $53.9K
3.98K $2.94M
EDV
Vanguard Extended Duration Tre

ETFs
8.31K
New
$62.83 - $72.45 $522K - $602K
8.31K $559K
NFLX
Netflix Inc

Communication Services
73
+ 10.28%
$855.86 - $1339.13 $62.5K - $97.8K
783 $1.05M
GOOGL
Alphabet Inc.

Communication Services
465
+ 3.47%
$144.7 - $178.6 $67.3K - $83K
13.9K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
784
New
$320.42 - $424.58 $251K - $333K
784 $332K
TSLA
Tesla, Inc.

Consumer Cyclical
335
+ 8.68%
$221.86 - $362.89 $74.3K - $122K
4.19K $1.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.14K
New
$104.34 - $138.68 $224K - $297K
2.14K $297K
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 3.1%
$908.13 - $1056.85 $96.3K - $112K
3.52K $3.49M
MS
Morgan Stanley

Financial Services
1.8K
New
$99.83 - $140.86 $180K - $254K
1.8K $253K
RTX
Raytheon Technologies Corp

Industrials
1.71K
New
$113.75 - $148.48 $195K - $254K
1.71K $249K
CAT
Caterpillar Inc

Industrials
626
New
$273.94 - $388.21 $171K - $243K
626 $243K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
New
$166.82 - $194.23 $208K - $243K
1.25K $242K
GS
Goldman Sachs Group Inc

Financial Services
329
New
$462.22 - $707.75 $152K - $233K
329 $232K
AMAT
Applied Materials Inc

Technology
1.26K
New
$126.95 - $183.52 $160K - $231K
1.26K $230K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.41K
New
$69.8 - $94.88 $168K - $228K
2.41K $228K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
75
+ 0.14%
$39.89 - $49.46 $2.99K - $3.71K
52.6K $2.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
567
+ 21.08%
$171.4 - $227.1 $97.2K - $129K
3.26K $739K
PLTR
Palantir Technologies Inc.

Technology
512
+ 18.04%
$74.01 - $144.25 $37.9K - $73.9K
3.35K $456K
C
Citigroup Inc

Financial Services
2.42K
New
$58.13 - $85.12 $141K - $206K
2.42K $206K
QUAL
Ishares Msci Usa Quality Facto

ETFs
128
+ 0.84%
$152.42 - $182.82 $19.5K - $23.4K
15.4K $2.81M
INTU
Intuit Inc

Technology
171
+ 42.43%
$544.07 - $787.63 $93K - $135K
574 $452K
ORCL
Oracle Corp

Technology
82
+ 3.46%
$122.82 - $218.63 $10.1K - $17.9K
2.45K $535K
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
New
$96.91 - $113.0 $177K - $207K
1.83K $203K
VZ
Verizon Communications Inc

Communication Services
4.63K
New
$41.67 - $45.62 $193K - $211K
4.63K $200K
IEFA
Ishares Tr

ETFs
1.71K
+ 27.7%
$67.83 - $84.09 $116K - $144K
7.87K $657K
WFC
Wells Fargo & Company

Financial Services
1.34K
+ 25.22%
$60.98 - $80.12 $81.4K - $107K
6.63K $531K
AMD
Advanced Micro Devices Inc

Technology
109
+ 3.23%
$78.21 - $143.81 $8.52K - $15.7K
3.48K $494K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.3K
New
$10.8 - $16.92 $111K - $173K
10.3K $140K
NOW
Service Now, Inc.

Technology
75
+ 29.76%
$721.65 - $1040.18 $54.1K - $78K
327 $336K
IOO
Ishares Tr Global 100 ETF

ETFs
986
+ 41.05%
$84.95 - $107.81 $83.8K - $106K
3.39K $365K
WMT
Walmart Inc.

Consumer Defensive
605
+ 9.27%
$81.79 - $99.98 $49.5K - $60.5K
7.13K $697K
PM
Philip Morris International Inc.

Consumer Defensive
402
+ 21.33%
$149.23 - $184.95 $60K - $74.3K
2.29K $416K
GE
General Electric CO

Industrials
67
+ 4.71%
$166.81 - $257.39 $11.2K - $17.2K
1.49K $383K
IEMG
Ishares Inc

ETFs
1.82K
+ 34.06%
N/A
7.16K $383K
XOM
Exxon Mobil Corp

Energy
1.32K
+ 32.15%
$99.93 - $119.04 $132K - $157K
5.43K $585K
BAC
Bank Of America Corp

Financial Services
849
+ 11.64%
$34.39 - $47.46 $29.2K - $40.3K
8.14K $385K
SCHW
Schwab Charles Corp

Financial Services
458
+ 16.3%
$69.06 - $91.24 $31.6K - $41.8K
3.27K $298K
DIS
Walt Disney CO

Communication Services
69
+ 2.59%
$81.72 - $124.01 $5.64K - $8.56K
2.74K $339K
PNBK
Patriot National Bancorp Inc

Financial Services
50K
New
$0.9 - $6.71 $45K - $336K
50K $76K
CRM
Salesforce, Inc.

Technology
244
+ 18.61%
$236.26 - $291.15 $57.6K - $71K
1.56K $424K
KO
Coca Cola CO

Consumer Defensive
1.05K
+ 23.41%
$68.37 - $73.9 $71.9K - $77.7K
5.55K $392K
Activity Summary
Buys All Purchases 91 New Holdings 21 Increased Positions 70 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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