Black Diamond Wealth Management Inc. Incresed Positions 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
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.3K
+ 9.49%
$24.5 - $24.95 $350K - $357K
165K $4.08M
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
CGCP
Capital Group Core Plus Income

ETFs
4.04K
+ 4.55%
$21.94 - $22.64 $88.5K - $91.4K
92.8K $2.08M
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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.05%
$50.72 - $50.92 $304 - $306
12.3K $626K
MEAR
Blackrock Short Maturity Munic

ETFs
10
+ 0.15%
$49.97 - $50.36 $500 - $504
6.77K $339K
QUAL
Ishares Msci Usa Quality Facto

ETFs
619
+ 4.23%
$168.16 - $186.21 $104K - $115K
15.2K $2.61M
Valued Advisers Tr
62.8K
+ 290.56%
N/A
84.4K $0
Palmer Square Funds Trust
74.9K
+ 290.46%
N/A
101K $0
Blackrock ETF Trust Ii
1.82K
+ 6.39%
N/A
30.2K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
66
+ 0.72%
N/A
9.22K $0
Ishares Bitcoin Trust ETF
1.79K
+ 6.58%
N/A
29K $0
Ea Series Trust
1.27K
+ 2.25%
N/A
57.6K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.97K
+ 5.27%
$120.29 - $134.6 $237K - $265K
39.4K $4.8M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 1.99%
$347.25 - $424.87 $10.1K - $12.3K
1.48K $543K
ORCL
Oracle Corp

Technology
126
+ 5.62%
$139.81 - $186.47 $17.6K - $23.5K
2.37K $330K
ADBE
Adobe Inc.

Technology
2
+ 0.26%
$377.84 - $464.11 $756 - $928
781 $299K
NOW
Service Now, Inc.

Technology
19
+ 8.15%
$783.83 - $1170.39 $14.9K - $22.2K
252 $200K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 1.02%
$507.05 - $563.67 $13.2K - $14.7K
2.58K $1.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.69K
+ 3.91%
$64.88 - $72.1 $240K - $266K
98.2K $6.46M
XLK
Technology Sector Spdr

ETFs
655
+ 6.53%
$206.38 - $242.18 $135K - $159K
10.7K $2.21M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 37.43%
$222.15 - $428.22 $233K - $450K
3.86K $1M
AVGO
Broadcom Inc.

Technology
1.18K
+ 22.31%
$167.43 - $244.7 $197K - $288K
6.46K $1.08M
GOOG
Alphabet Inc.

Communication Services
272
+ 3.87%
$156.06 - $207.71 $42.4K - $56.5K
7.3K $1.14M
NVDA
Nvidia Corp

Technology
3.42K
+ 14.27%
$106.98 - $149.43 $366K - $511K
27.4K $2.97M
AAPL
Apple Inc.

Technology
1.18K
+ 5.3%
$209.68 - $247.1 $247K - $292K
23.4K $5.21M
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
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