Black Diamond Financial, LLC Purchases and Sells in Q3 2025

Black Diamond Financial, LLC

$889 Million
Q3 2025

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGK	60.8K + 37.88%	$362.31 - $405.74 $22M - $24.7M	221K $89.1M
MGV	160K + 26.66%	$129.46 - $137.85 $20.7M - $22.1M	760K $105M
VUG	45K + 92.31%	$433.97 - $484.08 $19.5M - $21.8M	93.8K $45M
VTV	66.2K + 104.29%	$175.51 - $186.57 $11.6M - $12.3M	130K $24.2M
SCHG	243K + 27.68%	$28.92 - $32.19 $7.02M - $7.81M	1.12M $35.7M
SCHV	246K + 23.91%	$27.61 - $29.15 $6.8M - $7.18M	1.28M $37.1M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	79.6K New	$74.93 - $80.73 $5.96M - $6.42M	79.6K $6.42M
DFUS	61.2K New	$67.01 - $72.84 $4.1M - $4.46M	61.2K $4.44M
SPDW	31.3K New	$39.8 - $42.86 $1.25M - $1.34M	31.3K $1.34M
PWR	1.63K New	$372.29 - $421.68 $606K - $687K	1.63K $675K
SPEM	14.4K New	$42.67 - $46.91 $613K - $674K	14.4K $672K
IWB	1.62K New	$339.37 - $366.46 $549K - $593K	1.62K $591K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-1.36K - 1.73%	$78.96 - $80.04 $107K - $109K	77.2K $6.17M
UNH	-305 - 23.52%	$237.77 - $353.61 $72.5K - $108K	992 $342K
USMV	-719 - 3.7%	$92.18 - $95.14 $66.3K - $68.4K	18.7K $1.78M
HON	-25 - 1.6%	$207.7 - $240.4 $5.19K - $6.01K	1.54K $324K
PGR	-48 - 5.06%	$238.61 - $264.3 $11.5K - $12.7K	901 $222K
VYM	-645 - 6.24%	$132.9 - $142.03 $85.7K - $91.6K	9.69K $1.37M

Activity Summary All Purchases 121 New Holdings 26 Increased Positions 95 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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