Black Diamond Wealth Management Inc. Reduced Holdings in Q1 2025

Black Diamond Wealth Management Inc.

  • $121 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-21
- 4.95%
$555.63 - $630.23 $11.7K - $13.2K
403 $247K
LNC
Lincoln National Corp

Financial Services
-2.17K
- 13.62%
$30.06 - $39.23 $65.1K - $85K
13.7K $493K
ABBV
Abb Vie Inc.

Healthcare
-394
- 17.3%
$169.2 - $216.66 $66.7K - $85.4K
1.88K $394K
TXN
Texas Instruments Inc

Technology
-28
- 1.62%
N/A
1.7K $330K
PG
Procter & Gamble CO

Consumer Defensive
-62
- 2.63%
$158.56 - $176.26 $9.83K - $10.9K
2.29K $390K
FTF
Franklin LTD Duration Income Trust

Financial Services
-119
- 1.12%
$6.43 - $6.7 $765 - $797
10.5K $67K
UNP
Union Pacific Corp

Industrials
-52
- 3.76%
$225.21 - $254.42 $11.7K - $13.2K
1.33K $314K
CGSD
Capital Grp Core Plus Income E
-13.2K
- 10.18%
N/A
116K $0
Tidal Tr Ii
-35.7K
- 28.99%
N/A
87.5K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-2.78K
- 21.17%
N/A
10.3K $0
Strategic Trust
-2.94K
- 4.22%
N/A
66.7K $0
Labcorp Holdings Inc
-809
- 40.61%
N/A
1.18K $0
HIGH
Simplify Exchange Traded Fds E
-132K
- 93.5%
N/A
9.17K $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-95
- 1.69%
$42.4 - $44.11 $4.03K - $4.19K
5.52K $241K
Ea Series Trust
-4.53K
- 20.96%
N/A
17.1K $0
WM
Waste Management Inc

Industrials
-207
- 12.02%
$200.54 - $233.78 $41.5K - $48.4K
1.52K $350K
IEFA
Ishares Tr

ETFs
-180
- 2.84%
$69.57 - $78.65 $12.5K - $14.2K
6.17K $466K
AON
Aon PLC

Financial Services
-18
- 1.74%
$348.44 - $409.32 $6.27K - $7.37K
1.02K $405K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 1.23%
$279.74 - $321.29 $6.99K - $8.03K
2.02K $629K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-344
- 11.6%
$442.66 - $534.52 $152K - $184K
2.62K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 1.5%
$890.62 - $1076.86 $46.3K - $56K
3.42K $3.23M
PM
Philip Morris International Inc.

Consumer Defensive
-85
- 4.31%
$117.15 - $158.79 $9.96K - $13.5K
1.89K $299K
V
Visa Inc.

Financial Services
-29
- 1.15%
$306.92 - $362.71 $8.9K - $10.5K
2.5K $876K
Activity Summary
Buys All Purchases 76 New Holdings 26 Increased Positions 50 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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