Black Diamond Wealth Management Inc. Reduced Holdings in Q2 2025

Black Diamond Wealth Management Inc.

  • $147 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QDPL
Pacer Fds Tr Metaurus Us Large
-33.5K
- 23.84%
$32.46 - $39.77 $1.09M - $1.33M
107K $4.22M
JNJ
Johnson & Johnson

Healthcare
-378
- 7.38%
$146.36 - $159.82 $55.3K - $60.4K
4.74K $724K
LLY
Eli Lilly & CO

Healthcare
-51
- 4.42%
$713.71 - $898.95 $36.4K - $45.8K
1.1K $859K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-9.56K
- 23.99%
$8.4 - $8.8 $80.3K - $84.1K
30.3K $265K
PEP
Pepsico Inc

Consumer Defensive
-159
- 5.87%
$128.02 - $151.37 $20.4K - $24.1K
2.55K $336K
UBER
Uber Technologies, Inc

Technology
-1.89K
- 35.29%
$64.62 - $93.3 $122K - $176K
3.47K $323K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.34K
- 2.03%
$24.48 - $24.9 $81.8K - $83.2K
162K $4.02M
AON
Aon PLC

Financial Services
-21
- 2.06%
$335.85 - $398.81 $7.05K - $8.38K
996 $355K
CB
Chubb LTD

Financial Services
-88
- 6.44%
$274.32 - $302.46 $24.1K - $26.6K
1.28K $370K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-692
- 5.61%
$50.52 - $50.92 $35K - $35.2K
11.6K $592K
LNC
Lincoln National Corp

Financial Services
-221
- 1.61%
$28.95 - $37.27 $6.4K - $8.24K
13.5K $467K
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 16.11%
$498.8 - $620.9 $47.9K - $59.6K
500 $310K
MEAR
Blackrock Short Maturity Munic

ETFs
-485
- 7.17%
$49.74 - $50.27 $24.1K - $24.4K
6.28K $315K
UNP
Union Pacific Corp

Industrials
-40
- 3.01%
$208.27 - $238.46 $8.33K - $9.54K
1.29K $296K
WM
Waste Management Inc

Industrials
-51
- 3.37%
$216.47 - $242.1 $11K - $12.3K
1.46K $334K
PAYX
Paychex Inc

Industrials
-3
- 0.19%
$137.01 - $159.78 $411 - $479
1.58K $230K
SAIC
Science Applications International Corp

Technology
-90
- 3.98%
$100.22 - $123.41 $9.02K - $11.1K
2.17K $244K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-502
- 4.51%
$19.58 - $19.93 $9.83K - $10K
10.6K $211K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-53
- 1.06%
$50.36 - $50.68 $2.67K - $2.69K
4.95K $250K
Tidal Tr Ii
-68
- 0.28%
N/A
24.6K $0
Ishares Bitcoin Trust ETF
-2.57K
- 8.84%
N/A
26.4K $0
HIGH
Simplify Exchange Traded Fds E
-418
- 4.56%
N/A
8.75K $0
Labcorp Holdings Inc
-21
- 1.78%
N/A
1.16K $0
Capital Group International
-2.53K
- 3.84%
N/A
63.2K $0
Lam Research Corp
-654
- 23.7%
N/A
2.11K $0
Goldman Sachs ETF Tr
-404
- 6.86%
N/A
5.48K $0
Blackrock ETF Trust Ii
-148
- 0.49%
N/A
30.1K $0
CGSD
Capital Grp Core Plus Income E
-1.6K
- 1.38%
N/A
115K $0
Valued Advisers Tr
-7.03K
- 8.33%
N/A
77.4K $0
Ea Series Trust
-678
- 1.18%
N/A
56.9K $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-109
- 0.74%
$14.97 - $16.79 $1.63K - $1.83K
14.5K $243K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-5
- 0.05%
N/A
9.22K $0
Strategic Trust
-1.15K
- 1.72%
N/A
65.5K $0
ITA
Ishares Tr

ETFs
-253
- 18.48%
$135.31 - $188.64 $34.2K - $47.7K
1.12K $210K
MCHI
Ishares Msci China ETF

ETFs
-74
- 0.82%
$45.22 - $55.86 $3.35K - $4.13K
8.91K $490K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-32
- 0.21%
$35.98 - $37.53 $1.15K - $1.2K
15K $548K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-27
- 1.46%
$165.45 - $198.11 $4.47K - $5.35K
1.82K $354K
DE
Deere & CO

Industrials
-48
- 5.63%
$412.99 - $531.48 $19.8K - $25.5K
805 $409K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-105
- 3.03%
$67.22 - $81.54 $7.06K - $8.56K
3.36K $273K
XYL
Xylem Inc.

Industrials
-46
- 2.4%
$102.86 - $129.5 $4.73K - $5.96K
1.87K $241K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 17.33%
$4164.15 - $5789.24 $54.1K - $75.3K
62 $358K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-135
- 3.26%
$48.22 - $60.41 $6.51K - $8.16K
4K $239K
OZK
Bank Ozk

Financial Services
-56
- 1.15%
$37.58 - $47.34 $2.1K - $2.65K
4.8K $225K
CMI
Cummins Inc

Industrials
-3
- 0.25%
$267.12 - $336.65 $801 - $1.01K
1.18K $386K
AAXJ
Ishares Msci All Country Asia

ETFs
-212
- 5.65%
$65.0 - $82.89 $13.8K - $17.6K
3.54K $292K
GD
General Dynamics Corp

Industrials
-18
- 1.51%
$247.68 - $291.66 $4.46K - $5.25K
1.18K $343K
BK
Bank Of New York Mellon Corp

Financial Services
-67
- 1.87%
$73.31 - $91.62 $4.91K - $6.14K
3.51K $319K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 1.33%
$243.75 - $303.93 $2.44K - $3.04K
744 $226K
FDD
First Trust Stoxx European Sel

ETFs
-147
- 1.32%
$12.08 - $15.54 $1.78K - $2.28K
11K $170K
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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