Black Diamond Wealth Management Inc. Incresed Positions 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
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
37
+ 0.23%
$167.32 - $223.3 $6.19K - $8.26K
16.1K $3.52M
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
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 3.1%
$908.13 - $1056.85 $96.3K - $112K
3.52K $3.49M
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
128
+ 0.84%
$152.42 - $182.82 $19.5K - $23.4K
15.4K $2.81M
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
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
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
XLI
Industrial Sector Spdr

ETFs
316
+ 20.97%
$116.42 - $147.52 $36.8K - $46.6K
1.82K $268K
IBM
International Business Machines Corp

Technology
92
+ 9.87%
$221.03 - $294.78 $20.3K - $27.1K
1.02K $301K
SPYG
Spdr Portfolio

ETFs
250
+ 8.42%
$71.83 - $95.32 $18K - $23.8K
3.22K $306K
T
At&T Inc.

Communication Services
2.04K
+ 16.74%
$26.33 - $28.94 $53.7K - $59K
14.2K $411K
ADBE
Adobe Inc.

Technology
156
+ 19.97%
$340.0 - $420.68 $53K - $65.6K
937 $362K
HD
Home Depot, Inc.

Consumer Cyclical
169
+ 11.39%
$335.24 - $380.78 $56.7K - $64.4K
1.65K $606K
ISRG
Intuitive Surgical Inc

Healthcare
65
+ 12.67%
$451.58 - $565.94 $29.4K - $36.8K
578 $314K
CVX
Chevron Corp

Energy
640
+ 39.75%
$133.73 - $168.51 $85.6K - $108K
2.25K $322K
TXN
Texas Instruments Inc

Technology
259
+ 15.24%
N/A
1.96K $381K
MA
Mastercard Inc

Financial Services
61
+ 6.92%
$479.92 - $590.74 $29.3K - $36K
943 $529K
QCOM
Qualcomm Inc

Technology
221
+ 11.85%
$124.66 - $159.48 $27.5K - $35.2K
2.09K $332K
PG
Procter & Gamble CO

Consumer Defensive
433
+ 18.88%
$157.66 - $172.39 $68.3K - $74.6K
2.73K $434K
WMB
Williams Companies, Inc.

Energy
249
+ 3.08%
$54.33 - $62.87 $13.5K - $15.7K
8.35K $524K
TJX
Tjx Companies Inc

Consumer Cyclical
267
+ 7.28%
$119.13 - $135.03 $31.8K - $36.1K
3.94K $486K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
78
+ 0.74%
$34.72 - $42.74 $2.71K - $3.33K
10.7K $456K
KEYS
Keysight Technologies, Inc.

Technology
68
+ 3.94%
$127.02 - $165.4 $8.64K - $11.2K
1.8K $294K
MET
Metlife Inc

Financial Services
432
+ 4.44%
$68.42 - $82.49 $29.6K - $35.6K
10.2K $817K
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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