Black Diamond Wealth Management Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $7.83M, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.46M, Apple Inc. with a value of $5.21M, Pacer Fds Tr Metaurus Us Large with a value of $5.13M, and Ishares Core S&P Total U.S. St with a value of $4.8M.
Examining the 13F form we can see an decrease of $23.4M in the current position value, from $145M to 121M.
Below you can find more details about Black Diamond Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$121 Million
ETFs: $62 Million
Technology: $18 Million
Financial Services: $9.77 Million
Communication Services: $6.97 Million
Consumer Cyclical: $6.43 Million
Consumer Defensive: $5.22 Million
Healthcare: $3.35 Million
Industrials: $2.77 Million
Other: $1.75 Million
Stock Holdings Table Market Cap. of $200 Billions or more
