Black Diamond Wealth Management Inc. Portfolio Holdings

Black Diamond Wealth Management Inc.

  • $121 Million
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$350,000 0.29% of portfolio
39,840
Q1 2025 Added 11.98%
$0
$67,000 0.06% of portfolio
10,492
Q1 2025 Reduced 1.12%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $121 Million
  • Prior Value $145 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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