Black Diamond Wealth Management Inc. Incresed Positions in Q3 2025

Black Diamond Wealth Management Inc.

  • $152 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.28K
+ 7.73%
$72.65 - $78.68 $602K - $652K
116K $9.05M
ITA
Ishares Tr

ETFs
4.82K
+ 431.54%
$184.73 - $209.26 $890K - $1.01M
5.93K $1.24M
NVDA
Nvidia Corp

Technology
599
+ 2.26%
$153.3 - $186.58 $91.8K - $112K
27.1K $5.06M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.8K
+ 53.55%
$53.81 - $57.52 $581K - $621K
30.9K $1.78M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.92K
+ 13.14%
$49.43 - $54.52 $342K - $377K
59.6K $3.23M
GLDM
World Gold Trust

ETFs
3.81K
+ 12.94%
$64.73 - $76.45 $247K - $291K
33.3K $2.54M
MSFT
Microsoft Corp

Technology
538
+ 4.66%
$491.09 - $535.64 $264K - $288K
12.1K $6.26M
QDPL
Pacer Fds Tr Metaurus Us Large
3.71K
+ 3.47%
$39.4 - $42.1 $146K - $156K
111K $4.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.87K
+ 11.63%
$211.65 - $238.24 $395K - $445K
17.9K $3.94M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 31.53%
$225.11 - $247.9 $231K - $255K
4.28K $1.06M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
4.07K
+ 6.86%
$16.28 - $18.33 $66.3K - $74.6K
63.5K $1.16M
JNJ
Johnson & Johnson

Healthcare
133
+ 2.8%
$155.17 - $185.42 $20.6K - $24.7K
4.88K $904K
UNH
Unitedhealth Group Inc

Healthcare
424
+ 58.16%
$237.77 - $353.61 $101K - $150K
1.15K $398K
IOO
Ishares Tr Global 100 ETF

ETFs
1.05K
+ 30.99%
$107.55 - $120.01 $113K - $126K
4.44K $532K
ORCL
Oracle Corp

Technology
17
+ 0.69%
$218.96 - $328.33 $3.72K - $5.58K
2.47K $693K
META
Meta Platforms, Inc.

Communication Services
216
+ 5.42%
$695.21 - $791.73 $150K - $171K
4.2K $3.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 1.44%
$567.77 - $614.76 $21K - $22.7K
2.62K $1.6M
JPIB
Jpmorgan International Bond Op

ETFs
2.32K
+ 6.4%
$48.32 - $49.13 $112K - $114K
38.5K $1.89M
CSCO
Cisco Systems, Inc.

Technology
1.95K
+ 31.66%
$66.2 - $71.79 $129K - $140K
8.09K $553K
ABBV
Abb Vie Inc.

Healthcare
47
+ 2.23%
$184.85 - $231.54 $8.69K - $10.9K
2.16K $499K
AMD
Advanced Micro Devices Inc

Technology
179
+ 5.14%
$134.8 - $184.42 $24.1K - $33K
3.66K $592K
AAXJ
Ishares Msci All Country Asia

ETFs
719
+ 20.33%
$82.05 - $91.87 $59K - $66.1K
4.26K $388K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 3.15%
$459.11 - $506.91 $39K - $43.1K
2.79K $1.4M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 2.66%
$357.4 - $423.42 $15.7K - $18.6K
1.7K $687K
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 15.8%
$620.67 - $670.08 $49K - $52.9K
579 $387K
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 29.03%
$5364.25 - $5815.92 $96.6K - $105K
80 $431K
CAT
Caterpillar Inc

Industrials
28
+ 4.47%
$390.92 - $477.15 $10.9K - $13.4K
654 $312K
BK
Bank Of New York Mellon Corp

Financial Services
9
+ 0.26%
$90.65 - $109.75 $816 - $988
3.52K $383K
RTX
Raytheon Technologies Corp

Industrials
103
+ 6.02%
$144.19 - $167.33 $14.9K - $17.2K
1.81K $303K
TXN
Texas Instruments Inc

Technology
280
+ 14.29%
N/A
2.24K $435K
MRK
Merck & Co., Inc.

Healthcare
457
+ 14.97%
$77.6 - $87.37 $35.5K - $39.9K
3.51K $294K
IEMG
Ishares Inc

ETFs
947
+ 13.24%
N/A
8.1K $434K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
69
+ 8.38%
$435.72 - $463.74 $30.1K - $32K
892 $413K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
140
+ 1.31%
$42.67 - $46.91 $5.97K - $6.57K
10.8K $506K
GILD
Gilead Sciences, Inc.

Healthcare
431
+ 23.54%
$108.22 - $120.47 $46.6K - $51.9K
2.26K $251K
AMAT
Applied Materials Inc

Technology
97
+ 7.72%
$156.25 - $204.95 $15.2K - $19.9K
1.35K $277K
C
Citigroup Inc

Financial Services
75
+ 3.1%
$85.57 - $103.49 $6.42K - $7.76K
2.5K $253K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
891
+ 12.43%
$50.53 - $50.82 $45K - $45.3K
8.06K $409K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$656.44 - $753.15 $656 - $753
509 $380K
DFUS
Dimensional ETF Tr U S Equity

ETFs
352
+ 10.11%
$67.01 - $72.84 $23.6K - $25.6K
3.83K $277K
KEYS
Keysight Technologies, Inc.

Technology
132
+ 7.35%
$158.51 - $178.15 $20.9K - $23.5K
1.93K $337K
EEM
Ishares Msci Emerging Markets

ETFs
194
+ 3.12%
$48.07 - $53.4 $9.33K - $10.4K
6.42K $342K
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.52%
$94.4 - $104.27 $3.49K - $3.86K
7.17K $738K
FXI
Ishares Tr

ETFs
93
+ 1.15%
$36.18 - $41.62 $3.36K - $3.87K
8.16K $335K
MS
Morgan Stanley

Financial Services
37
+ 2.05%
$139.09 - $161.16 $5.15K - $5.96K
1.84K $292K
BAC
Bank Of America Corp

Financial Services
72
+ 0.88%
$44.92 - $52.42 $3.23K - $3.77K
8.21K $423K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.94%
$291.67 - $316.99 $5.83K - $6.34K
2.14K $649K
MA
Mastercard Inc

Financial Services
42
+ 4.45%
$550.18 - $598.96 $23.1K - $25.2K
985 $560K
PEP
Pepsico Inc

Consumer Defensive
35
+ 1.37%
$133.81 - $152.16 $4.68K - $5.33K
2.58K $362K
Activity Summary
Buys All Purchases 98 New Holdings 15 Increased Positions 83 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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