Black Diamond Wealth Management Inc. Reduced Holdings in Q4 2024

Black Diamond Wealth Management Inc.

  • $145 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-9.67K
- 29.85%
$58.59 - $66.14 $566K - $639K
22.7K $1.34M
EFV
Msci Eafe Value ETF

ETFs
-2.49K
- 4.47%
$51.78 - $57.15 $129K - $142K
53.2K $2.79M
JNJ
Johnson & Johnson

Healthcare
-714
- 8.59%
$143.34 - $165.86 $102K - $118K
7.59K $1.1M
LLY
Eli Lilly & CO

Healthcare
-138
- 12.42%
$727.2 - $932.06 $100K - $129K
973 $751K
MCHI
Ishares Msci China ETF

ETFs
-3.86K
- 31.6%
$46.1 - $59.67 $178K - $231K
8.36K $391K
CPRT
Copart Inc

Consumer Cyclical
-5.01K
- 33.7%
$51.36 - $63.8 $257K - $319K
9.85K $565K
EXP
Eagle Materials Inc

Basic Materials
-466
- 26.27%
$246.48 - $315.29 $115K - $147K
1.31K $322K
SAIC
Science Applications International Corp

Technology
-554
- 12.37%
$110.11 - $154.1 $61K - $85.4K
3.93K $438K
AVIV
American Centy ETF Tr Avantis
-88
- 0.25%
$51.24 - $55.81 $4.51K - $4.91K
35.3K $1.83M
CNI
Canadian National Railway CO

Industrials
-898
- 22.4%
$100.62 - $117.12 $90.4K - $105K
3.11K $315K
DE
Deere & CO

Industrials
-328
- 21.44%
$389.45 - $466.0 $128K - $153K
1.2K $509K
CGCP
Capital Group Core Plus Income

ETFs
-1.77K
- 1.95%
$22.13 - $23.17 $39.1K - $40.9K
88.8K $1.97M
NYT
New York Times CO

Communication Services
-1.21K
- 10.85%
$52.01 - $56.83 $62.7K - $68.5K
9.91K $515K
CGDV
Capital Group Divid Value ETF

ETFs
-1
- -0.0%
$35.16 - $37.12 $35.2 - $37.1
82.7K $2.92M
KEYS
Keysight Technologies, Inc.

Technology
-614
- 17.07%
$149.01 - $172.53 $91.5K - $106K
2.98K $478K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-629
- 17.61%
$181.72 - $216.45 $114K - $136K
2.94K $579K
EXPD
Expeditors International Of Washington Inc

Industrials
-281
- 11.52%
$110.5 - $128.26 $31.1K - $36K
2.16K $239K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-129
- 4.17%
$442.29 - $483.08 $57.1K - $62.3K
2.97K $1.34M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-236
- 0.16%
$24.55 - $25.16 $5.79K - $5.94K
151K $3.71M
AMGN
Amgen Inc

Healthcare
-94
- 10.57%
$258.78 - $328.31 $24.3K - $30.9K
795 $207K
TJX
Tjx Companies Inc

Consumer Cyclical
-813
- 13.25%
$112.15 - $127.2 $91.2K - $103K
5.32K $643K
HXL
Hexcel Corp

Industrials
-1.3K
- 15.97%
$58.56 - $65.31 $76.4K - $85.2K
6.86K $430K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-406
- 0.61%
$14.4 - $15.75 $5.85K - $6.39K
65.7K $952K
PEP
Pepsico Inc

Consumer Defensive
-101
- 3.23%
$151.29 - $176.1 $15.3K - $17.8K
3.03K $460K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-469
- 15.58%
$101.82 - $114.06 $47.8K - $53.5K
2.54K $262K
OZK
Bank Ozk

Financial Services
-1.89K
- 16.48%
$41.39 - $50.55 $78K - $95.3K
9.55K $425K
MPC
Marathon Petroleum Corp

Energy
-132
- 6.74%
$131.65 - $174.84 $17.4K - $23.1K
1.83K $254K
QCOM
Qualcomm Inc

Technology
-164
- 8.89%
$150.4 - $178.04 $24.7K - $29.2K
1.68K $258K
AMAT
Applied Materials Inc

Technology
-4
- 0.29%
$161.44 - $213.89 $646 - $856
1.36K $221K
CB
Chubb LTD

Financial Services
-103
- 5.53%
$271.57 - $301.89 $28K - $31.1K
1.76K $486K
INDA
Ishares Msci India Index Fund

ETFs
-267
- 4.94%
$52.64 - $58.16 $14.1K - $15.5K
5.14K $270K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-1.36K
- 3.67%
$8.21 - $8.88 $11.1K - $12K
35.6K $294K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-415
- 6.88%
$42.84 - $45.38 $17.8K - $18.8K
5.61K $241K
UNP
Union Pacific Corp

Industrials
-23
- 1.64%
$223.15 - $249.32 $5.13K - $5.73K
1.38K $315K
CMI
Cummins Inc

Industrials
-218
- 11.05%
$324.93 - $383.42 $70.8K - $83.6K
1.76K $611K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-80
- 4.3%
$119.34 - $127.78 $9.55K - $10.2K
1.78K $212K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-20
- 0.2%
$57.53 - $60.83 $1.15K - $1.22K
9.9K $569K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6
- 0.24%
$89.81 - $104.0 $539 - $624
2.44K $220K
PFE
Pfizer Inc

Healthcare
-67
- 0.86%
$24.8 - $30.19 $1.66K - $2.02K
7.69K $204K
XLI
Industrial Sector Spdr

ETFs
-65
- 3.65%
$131.76 - $143.99 $8.56K - $9.36K
1.72K $226K
ITA
Ishares Tr

ETFs
-24
- 1.47%
$144.31 - $157.31 $3.46K - $3.78K
1.61K $234K
XLE
Energy Sector Spdr

ETFs
-42
- 1.28%
$83.32 - $97.27 $3.5K - $4.09K
3.24K $277K
LNC
Lincoln National Corp

Financial Services
-350
- 2.15%
$30.46 - $36.84 $10.7K - $12.9K
15.9K $504K
KRE
Spdr S&P Regional Banking ETF

ETFs
-386
- 9.35%
$54.6 - $68.9 $21.1K - $26.6K
3.74K $225K
MET
Metlife Inc

Financial Services
-25
- 0.35%
$78.15 - $88.25 $1.95K - $2.21K
7.08K $580K
AON
Aon PLC

Financial Services
-57
- 5.22%
$344.14 - $393.31 $19.6K - $22.4K
1.04K $371K
FTF
Franklin LTD Duration Income Trust

Financial Services
-596
- 5.32%
$6.39 - $6.77 $3.81K - $4.03K
10.6K $70K
Simplify Exchange Traded Fun
-5.84K
- 11.61%
N/A
44.4K $0
HIGH
Simplify Exchange Traded Fds E
-12.7K
- 8.24%
N/A
141K $0
Activity Summary
Buys All Purchases 75 New Holdings 3 Increased Positions 72 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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