Black Diamond Wealth Management Inc. New Holdings in Q3 2024

Black Diamond Wealth Management Inc.

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
32.4K
New
$57.2 - $65.59 $1.85M - $2.12M
32.4K $2.09M
CGCP
Capital Group Core Plus Income

ETFs
90.5K
New
$22.12 - $23.31 $2M - $2.11M
90.5K $2.09M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.8K
New
$79.58 - $91.64 $1.1M - $1.26M
13.8K $1.25M
GLDM
World Gold Trust

ETFs
13.2K
New
$46.2 - $53.01 $610K - $699K
13.2K $687K
MCHI
Ishares Msci China ETF

ETFs
12.2K
New
$40.43 - $50.98 $494K - $623K
12.2K $622K
EXP
Eagle Materials Inc

Basic Materials
1.77K
New
$212.39 - $292.18 $377K - $518K
1.77K $510K
CACI
Caci International Inc

Technology
878
New
$427.76 - $427.76 $376K - $376K
878 $375K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.98K
New
$162.83 - $179.16 $323K - $355K
1.98K $355K
INTC
Intel Corp

Technology
12.7K
New
$18.9 - $34.87 $241K - $444K
12.7K $299K
ISRG
Intuitive Surgical Inc

Healthcare
594
New
$416.14 - $494.01 $247K - $293K
594 $291K
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
New
$3305.62 - $4268.05 $208K - $269K
63 $265K
C
Citigroup Inc

Financial Services
4.2K
New
$56.11 - $67.61 $235K - $284K
4.2K $262K
HON
Honeywell International Inc

Industrials
1.13K
New
$196.73 - $220.21 $222K - $248K
1.13K $232K
GE
General Electric CO

Industrials
1.22K
New
$156.66 - $189.66 $192K - $232K
1.22K $230K
PHYL
Pgim ETF Tr

ETFs
6.37K
New
$34.24 - $35.8 $218K - $228K
6.37K $228K
INTU
Intuit Inc

Technology
366
New
$602.97 - $670.49 $221K - $245K
366 $227K
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
New
$101.25 - $127.45 $179K - $225K
1.77K $214K
LMT
Lockheed Martin Corp

Industrials
356
New
$460.3 - $584.56 $164K - $208K
356 $208K
MRVL
Marvell Technology, Inc.

Technology
2.51K
New
$56.15 - $76.24 $141K - $191K
2.51K $180K
NOW
Service Now, Inc.

Technology
192
New
$730.87 - $937.36 $140K - $180K
192 $171K
Valued Advisers Tr
14.3K
New
N/A
14.3K $0
TUA
Simpl Exch Traded Fds Sht Term
55.2K
New
N/A
55.2K $0
Palmer Square Funds Trust
26.6K
New
N/A
26.6K $0
Pacer Fds Tr
6.91K
New
N/A
6.91K $0
Linde PLC
441
New
N/A
441 $0
Ishares Bitcoin Trust ETF
5.74K
New
N/A
5.74K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
8.93K
New
N/A
8.93K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
39.1K
New
N/A
39.1K $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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