Black Diamond Wealth Management Inc. Purchases in Q1 2025

Black Diamond Wealth Management Inc.

  • $121 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QDPL
Pacer Fds Tr Metaurus Us Large
58.4K
+ 71.2%
$36.5 - $40.04 $2.13M - $2.34M
140K $5.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.7K
+ 88.48%
$42.5 - $46.71 $1.05M - $1.15M
52.6K $2.38M
EFV
Msci Eafe Value ETF

ETFs
12.3K
+ 23.17%
$51.88 - $60.73 $639K - $748K
65.5K $3.86M
GLDM
World Gold Trust

ETFs
12.1K
+ 68.1%
$52.19 - $61.89 $633K - $750K
29.9K $1.85M
CGDV
Capital Group Divid Value ETF

ETFs
19.8K
+ 23.92%
$34.95 - $37.36 $692K - $739K
103K $3.65M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.6K
New
$37.07 - $40.63 $393K - $431K
10.6K $417K
UBER
Uber Technologies, Inc

Technology
5.36K
New
$63.17 - $81.49 $338K - $436K
5.36K $390K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.3K
+ 9.49%
$24.5 - $24.95 $350K - $357K
165K $4.08M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.09K
New
$50.48 - $51.04 $358K - $362K
7.09K $359K
AAXJ
Ishares Msci All Country Asia

ETFs
3.75K
New
$69.59 - $77.09 $261K - $289K
3.75K $277K
EMTL
Spdr Doubleline Emerging Marke

ETFs
6.26K
New
$42.13 - $43.1 $264K - $270K
6.26K $269K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.46K
New
$74.34 - $81.0 $257K - $280K
3.46K $263K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.7K
New
$16.57 - $18.85 $243K - $276K
14.7K $243K
PLTR
Palantir Technologies Inc.

Technology
2.84K
New
$64.98 - $124.62 $184K - $354K
2.84K $239K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.24K
New
$71.17 - $73.66 $231K - $239K
3.24K $238K
IBM
International Business Machines Corp

Technology
932
New
$217.4 - $264.74 $203K - $247K
932 $231K
IOO
Ishares Tr Global 100 ETF

ETFs
2.4K
New
$96.2 - $105.12 $231K - $252K
2.4K $231K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.14K
New
$47.66 - $57.45 $197K - $238K
4.14K $225K
IXUS
Ishares Tr

ETFs
3.13K
New
$65.06 - $72.31 $204K - $226K
3.13K $218K
AIA
Ishares S&P Asia 50 ETF

ETFs
2.86K
New
$65.86 - $77.42 $188K - $222K
2.86K $207K
VTI
Vanguard Total Stock Market Et

ETFs
754
New
$271.18 - $303.12 $204K - $229K
754 $207K
LLY
Eli Lilly & CO

Healthcare
180
+ 18.5%
$725.72 - $929.72 $131K - $167K
1.15K $952K
MET
Metlife Inc

Financial Services
2.65K
+ 37.38%
$77.7 - $87.0 $206K - $230K
9.73K $781K
META
Meta Platforms, Inc.

Communication Services
376
+ 10.64%
$576.36 - $736.67 $217K - $277K
3.91K $2.25M
FDD
First Trust Stoxx European Sel

ETFs
11.1K
New
$11.08 - $13.94 $123K - $155K
11.1K $150K
CGCP
Capital Group Core Plus Income

ETFs
4.04K
+ 4.55%
$21.94 - $22.64 $88.5K - $91.4K
92.8K $2.08M
XOM
Exxon Mobil Corp

Energy
554
+ 15.57%
$105.44 - $118.93 $58.4K - $65.9K
4.11K $489K
MCHI
Ishares Msci China ETF

ETFs
622
+ 7.44%
$43.71 - $58.65 $27.2K - $36.5K
8.98K $488K
T
At&T Inc.

Communication Services
1.21K
+ 10.98%
$21.56 - $28.28 $26K - $34.1K
12.2K $344K
AMZN
Amazon Com Inc

Consumer Cyclical
2.48K
+ 18.35%
$190.26 - $242.06 $473K - $601K
16K $3.05M
GE
General Electric CO

Industrials
172
+ 13.74%
$168.59 - $212.13 $29K - $36.5K
1.42K $285K
FXI
Ishares Tr

ETFs
854
+ 11.96%
$28.65 - $38.55 $24.5K - $32.9K
8K $286K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
4.26K
+ 11.98%
$8.25 - $8.79 $35.2K - $37.5K
39.8K $350K
CSCO
Cisco Systems, Inc.

Technology
635
+ 11.23%
$58.74 - $64.87 $37.3K - $41.2K
6.29K $388K
EEM
Ishares Msci Emerging Markets

ETFs
940
+ 17.7%
$40.81 - $45.34 $38.4K - $42.6K
6.25K $273K
AMGN
Amgen Inc

Healthcare
29
+ 3.65%
$258.59 - $327.36 $7.5K - $9.49K
824 $256K
KO
Coca Cola CO

Consumer Defensive
49
+ 1.1%
$60.81 - $72.32 $2.98K - $3.54K
4.49K $321K
MA
Mastercard Inc

Financial Services
36
+ 4.26%
$504.67 - $576.31 $18.2K - $20.7K
882 $483K
BK
Bank Of New York Mellon Corp

Financial Services
123
+ 3.56%
$75.42 - $88.95 $9.28K - $10.9K
3.58K $300K
WFC
Wells Fargo & Company

Financial Services
290
+ 5.8%
$66.78 - $81.42 $19.4K - $23.6K
5.29K $380K
QCOM
Qualcomm Inc

Technology
184
+ 10.95%
$151.94 - $175.86 $28K - $32.4K
1.87K $286K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 11.94%
$4295.4 - $5141.88 $34.4K - $41.1K
75 $345K
ACN
Accenture PLC

Technology
126
+ 16.01%
$300.91 - $398.25 $37.9K - $50.2K
913 $284K
BAC
Bank Of America Corp

Financial Services
446
+ 6.52%
$39.61 - $47.74 $17.7K - $21.3K
7.29K $304K
MEAR
Blackrock Short Maturity Munic

ETFs
10
+ 0.15%
$49.97 - $50.36 $500 - $504
6.77K $339K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.05%
$50.72 - $50.92 $304 - $306
12.3K $626K
QUAL
Ishares Msci Usa Quality Facto

ETFs
619
+ 4.23%
$168.16 - $186.21 $104K - $115K
15.2K $2.61M
Rbb Fd Inc
3.99K
New
N/A
3.99K $0
Capital Group International
65.8K
New
N/A
65.8K $0
Activity Summary
Buys All Purchases 76 New Holdings 26 Increased Positions 50 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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