Black Diamond Wealth Management Inc. Incresed Positions in Q3 2024

Black Diamond Wealth Management Inc.

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.37K
+ 25.54%
$207.23 - $234.82 $906K - $1.03M
21.5K $5.01M
EFV
Msci Eafe Value ETF

ETFs
21.3K
+ 62.22%
$51.72 - $57.96 $1.1M - $1.24M
55.6K $3.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 191.51%
$61.11 - $67.85 $1.1M - $1.22M
27.3K $1.85M
AVIV
American Centy ETF Tr Avantis
15.3K
+ 76.18%
$50.37 - $56.43 $770K - $863K
35.4K $1.98M
CGGO
Capital Group Global Growth Eq

ETFs
17.3K
+ 46.01%
$27.25 - $30.52 $470K - $527K
54.8K $1.65M
META
Meta Platforms, Inc.

Communication Services
350
+ 11.66%
$453.41 - $572.44 $159K - $200K
3.35K $1.92M
GOOGL
Alphabet Inc.

Communication Services
3.4K
+ 28.35%
$148.65 - $191.18 $506K - $650K
15.4K $2.55M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.9K
+ 6.27%
$24.39 - $25.28 $217K - $225K
151K $3.79M
NVDA
Nvidia Corp

Technology
2.91K
+ 15.07%
$98.91 - $134.91 $288K - $393K
22.2K $2.7M
TSLA
Tesla, Inc.

Consumer Cyclical
587
+ 24.51%
$191.76 - $263.26 $113K - $155K
2.98K $780K
COST
Costco Wholesale Corp

Consumer Defensive
94
+ 2.78%
$801.83 - $917.05 $75.4K - $86.2K
3.48K $3.08M
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 2.24%
$194.9 - $224.8 $50.1K - $57.8K
11.7K $2.47M
MCD
Mcdonalds Corp

Consumer Cyclical
138
+ 7.36%
$245.82 - $304.51 $33.9K - $42K
2.01K $613K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.44K
+ 47.31%
$42.22 - $48.62 $103K - $119K
7.61K $353K
UNH
Unitedhealth Group Inc

Healthcare
121
+ 16.6%
$488.01 - $604.18 $59K - $73.1K
850 $496K
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 7.74%
$333.64 - $405.2 $34.4K - $41.7K
1.43K $581K
WMT
Walmart Inc.

Consumer Defensive
549
+ 9.26%
$66.91 - $81.4 $36.7K - $44.7K
6.48K $523K
AMD
Advanced Micro Devices Inc

Technology
713
+ 34.05%
$128.67 - $183.96 $91.7K - $131K
2.81K $460K
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 8.25%
$161.02 - $200.0 $165K - $205K
13.5K $2.51M
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 20.42%
$149.54 - $192.66 $179K - $231K
7.06K $1.18M
ORCL
Oracle Corp

Technology
283
+ 15.37%
$125.9 - $170.35 $35.6K - $48.2K
2.12K $361K
TXN
Texas Instruments Inc

Technology
514
+ 45.17%
$194.6 - $194.6 $100K - $100K
1.65K $321K
ABBV
Abb Vie Inc.

Healthcare
228
+ 11.75%
$163.84 - $199.33 $37.4K - $45.4K
2.17K $428K
MA
Mastercard Inc

Financial Services
114
+ 15.99%
$429.6 - $500.99 $49K - $57.1K
827 $408K
MET
Metlife Inc

Financial Services
77
+ 1.09%
$67.96 - $82.48 $5.23K - $6.35K
7.11K $586K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
157
+ 19.1%
$386.81 - $423.12 $60.7K - $66.4K
979 $414K
LLY
Eli Lilly & CO

Healthcare
115
+ 11.55%
$772.14 - $960.02 $88.8K - $110K
1.11K $984K
AMGN
Amgen Inc

Healthcare
232
+ 35.31%
$309.38 - $337.38 $71.8K - $78.3K
889 $286K
PG
Procter & Gamble CO

Consumer Defensive
342
+ 17.05%
$160.76 - $177.82 $55K - $60.8K
2.35K $406K
TMO
Thermo Fisher Scientific Inc.

Healthcare
82
+ 24.12%
$531.86 - $624.21 $43.6K - $51.2K
422 $261K
KO
Coca Cola CO

Consumer Defensive
535
+ 15.71%
$62.69 - $73.01 $33.5K - $39.1K
3.94K $283K
CSCO
Cisco Systems, Inc.

Technology
733
+ 15.42%
$44.74 - $53.22 $32.8K - $39K
5.49K $292K
INDA
Ishares Msci India Index Fund

ETFs
888
+ 19.67%
$54.86 - $59.22 $48.7K - $52.6K
5.4K $316K
UNP
Union Pacific Corp

Industrials
154
+ 12.31%
$221.78 - $256.09 $34.2K - $39.4K
1.41K $345K
ACN
Accenture PLC

Technology
80
+ 12.16%
$295.44 - $355.81 $23.6K - $28.5K
738 $260K
NFLX
Netflix Inc

Communication Services
52
+ 7.75%
$598.55 - $722.26 $31.1K - $37.6K
723 $512K
QCOM
Qualcomm Inc

Technology
544
+ 41.81%
$156.12 - $209.64 $84.9K - $114K
1.85K $313K
XOM
Exxon Mobil Corp

Energy
398
+ 13.91%
$109.72 - $119.0 $43.7K - $47.4K
3.26K $382K
CRM
Salesforce, Inc.

Technology
119
+ 11.28%
$238.42 - $276.53 $28.4K - $32.9K
1.17K $321K
V
Visa Inc.

Financial Services
54
+ 2.19%
$253.74 - $291.56 $13.7K - $15.7K
2.52K $692K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
2.93K
+ 8.61%
$8.42 - $8.84 $24.6K - $25.9K
36.9K $326K
JEPI
J P Morgan Exchange Traded Fd

ETFs
116
+ 1.18%
$54.98 - $59.51 $6.38K - $6.9K
9.92K $590K
BAC
Bank Of America Corp

Financial Services
827
+ 13.73%
$36.65 - $44.13 $30.3K - $36.5K
6.85K $271K
MPC
Marathon Petroleum Corp

Energy
290
+ 17.39%
$158.61 - $180.75 $46K - $52.4K
1.96K $318K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
491
+ 6.32%
$50.25 - $50.74 $24.7K - $24.9K
8.26K $419K
PFE
Pfizer Inc

Healthcare
604
+ 8.44%
$27.7 - $31.39 $16.7K - $19K
7.76K $224K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
153
+ 1.28%
$49.9 - $50.37 $7.63K - $7.71K
12.1K $605K
DIS
Walt Disney CO

Communication Services
143
+ 4.79%
$85.6 - $98.61 $12.2K - $14.1K
3.13K $300K
Tidal Tr Ii
26.8K
+ 27.29%
N/A
125K $0
Activity Summary
Buys All Purchases 89 New Holdings 29 Increased Positions 60 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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