Black Diamond Wealth Management Inc. Sells in Q1 2025

Black Diamond Wealth Management Inc.

  • $121 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-207K
- 57.04%
$50.29 - $50.5 $10.4M - $10.4M
156K $7.83M
SPYG
Spdr Portfolio

ETFs
-21.9K
- 88.06%
$80.05 - $92.39 $1.75M - $2.02M
2.97K $238K
MSFT
Microsoft Corp

Technology
-716
- 5.88%
$375.39 - $447.2 $269K - $320K
11.5K $4.3M
EFG
Msci Eafe Growth ETF

ETFs
-8.6K
- 30.0%
$96.1 - $106.37 $827K - $915K
20.1K $2.01M
GOOGL
Alphabet Inc.

Communication Services
-1.6K
- 10.66%
$154.33 - $206.19 $247K - $330K
13.4K $2.07M
JPM
Jpmorgan Chase & CO

Financial Services
-3.02K
- 25.03%
$225.19 - $279.95 $681K - $847K
9.06K $2.22M
IEMG
Ishares Inc

ETFs
-8.94K
- 62.61%
N/A
5.34K $286K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.98K
- 60.43%
$56.17 - $59.71 $336K - $357K
3.92K $223K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.32K
- 3.31%
$48.06 - $53.73 $111K - $125K
67.7K $3.3M
NYT
New York Times CO

Communication Services
-5.26K
- 53.08%
$46.9 - $55.89 $247K - $294K
4.65K $230K
CMI
Cummins Inc

Industrials
-571
- 32.54%
$312.92 - $386.07 $179K - $220K
1.18K $371K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-1.09K
- 37.12%
$182.78 - $209.07 $200K - $228K
1.85K $346K
GD
General Dynamics Corp

Industrials
-919
- 43.45%
$241.94 - $272.58 $222K - $251K
1.2K $326K
WMB
Williams Companies, Inc.

Energy
-4.91K
- 37.77%
$54.02 - $61.09 $265K - $300K
8.1K $483K
KEYS
Keysight Technologies, Inc.

Technology
-1.25K
- 42.05%
$148.16 - $185.11 $186K - $232K
1.73K $258K
OZK
Bank Ozk

Financial Services
-4.69K
- 49.13%
$41.71 - $53.1 $196K - $249K
4.86K $211K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.65K
- 31.07%
$112.81 - $126.16 $187K - $209K
3.67K $447K
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 35.88%
$83.01 - $101.02 $138K - $168K
2.98K $267K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-3.76K
- 29.8%
$50.03 - $50.27 $188K - $189K
8.86K $443K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.7K
- 42.5%
$50.39 - $50.66 $186K - $187K
5K $253K
SAIC
Science Applications International Corp

Technology
-1.66K
- 42.33%
$95.77 - $119.82 $159K - $199K
2.26K $254K
CPRT
Copart Inc

Consumer Cyclical
-2.43K
- 24.69%
$52.3 - $59.83 $127K - $146K
7.42K $419K
IYW
Ishares Dj Us Tech ETF

ETFs
-711
- 31.91%
$140.44 - $166.79 $99.9K - $119K
1.52K $213K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-369
- 12.06%
$192.82 - $222.1 $71.2K - $82K
2.69K $519K
DE
Deere & CO

Industrials
-349
- 29.03%
$408.57 - $509.27 $143K - $178K
853 $400K
CRM
Salesforce, Inc.

Technology
-35
- 2.6%
$268.36 - $359.95 $9.39K - $12.6K
1.31K $351K
VGT
Vanguard Information Technolog

ETFs
-88
- 14.59%
$542.38 - $646.34 $47.7K - $56.9K
515 $279K
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 1.09%
$551.42 - $612.93 $17.1K - $19K
2.81K $1.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.23K
- 7.65%
$21.75 - $24.28 $48.6K - $54.2K
27K $595K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-183
- 18.77%
$408.78 - $448.82 $74.8K - $82.1K
792 $332K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-5.5K
- 8.36%
$14.01 - $15.76 $77K - $86.6K
60.2K $872K
CB
Chubb LTD

Financial Services
-395
- 22.43%
$257.71 - $301.99 $102K - $119K
1.37K $412K
SCHW
Schwab Charles Corp

Financial Services
-1.1K
- 28.1%
$71.24 - $83.64 $78.2K - $91.8K
2.81K $219K
AMD
Advanced Micro Devices Inc

Technology
-61
- 1.78%
$96.63 - $129.55 $5.89K - $7.9K
3.38K $346K
ISRG
Intuitive Surgical Inc

Healthcare
-102
- 16.59%
$476.63 - $610.45 $48.6K - $62.3K
513 $254K
DIS
Walt Disney CO

Communication Services
-304
- 10.24%
$96.87 - $114.0 $29.4K - $34.7K
2.67K $263K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-1.68K
- 10.04%
$36.19 - $37.18 $60.7K - $62.3K
15K $545K
UNH
Unitedhealth Group Inc

Healthcare
-142
- 16.59%
$461.52 - $548.18 $65.5K - $77.8K
714 $373K
NFLX
Netflix Inc

Communication Services
-95
- 11.8%
$828.4 - $1058.6 $78.7K - $101K
710 $662K
PEP
Pepsico Inc

Consumer Defensive
-323
- 10.66%
$142.64 - $156.42 $46.1K - $50.5K
2.71K $405K
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 5.1%
$554.06 - $615.85 $17.7K - $19.7K
596 $334K
PAYX
Paychex Inc

Industrials
-404
- 20.31%
$136.06 - $154.52 $55K - $62.4K
1.59K $244K
MPC
Marathon Petroleum Corp

Energy
-299
- 16.37%
$134.72 - $159.03 $40.3K - $47.5K
1.53K $222K
WMT
Walmart Inc.

Consumer Defensive
-144
- 2.16%
$84.5 - $105.05 $12.2K - $15.1K
6.53K $573K
HON
Honeywell International Inc

Industrials
-56
- 4.52%
$202.75 - $226.52 $11.4K - $12.7K
1.18K $250K
XLI
Industrial Sector Spdr

ETFs
-211
- 12.28%
$128.78 - $141.67 $27.2K - $29.9K
1.51K $197K
XYL
Xylem Inc.

Industrials
-272
- 12.43%
$114.02 - $132.04 $31K - $35.9K
1.92K $228K
ITA
Ishares Tr

ETFs
-245
- 15.18%
$144.84 - $159.5 $35.5K - $39.1K
1.37K $209K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-163
- 4.43%
$59.61 - $66.71 $9.72K - $10.9K
3.51K $212K
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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