Black Diamond Financial, LLC Purchases in Q3 2025

Black Diamond Financial, LLC

  • $889 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.62K
New
$339.37 - $366.46 $549K - $593K
1.62K $591K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.71K
+ 230.59%
$109.47 - $119.06 $516K - $561K
6.75K $799K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
9.27K
New
$47.64 - $51.71 $441K - $479K
9.27K $477K
JPM
Jpmorgan Chase & CO

Financial Services
865
+ 11.83%
$282.78 - $316.06 $245K - $273K
8.18K $2.58M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.01%
$285.05 - $309.14 $285 - $309
19.8K $6.09M
META
Meta Platforms, Inc.

Communication Services
572
+ 43.6%
$695.21 - $791.73 $398K - $453K
1.88K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
646
+ 13.46%
$459.11 - $506.91 $297K - $327K
5.45K $2.74M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15.5K
+ 18.98%
$20.76 - $21.78 $322K - $338K
97.3K $2.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
183
+ 3.69%
$617.65 - $666.84 $113K - $122K
5.14K $3.43M
AXP
American Express CO

Financial Services
1.08K
New
$294.27 - $342.31 $319K - $371K
1.08K $360K
SPYG
Spdr Portfolio

ETFs
3.27K
New
$94.33 - $105.31 $309K - $345K
3.27K $341K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.81K
New
$127.59 - $152.81 $231K - $277K
1.81K $276K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.74K
New
$68.24 - $73.73 $255K - $276K
3.74K $274K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.24K
New
$62.49 - $64.56 $265K - $274K
4.24K $272K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.7K
New
$52.12 - $55.33 $245K - $260K
4.7K $259K
ORCL
Oracle Corp

Technology
602
+ 52.99%
$218.96 - $328.33 $132K - $198K
1.74K $488K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.18K
New
$36.04 - $38.78 $223K - $239K
6.18K $238K
SLV
I Shares Silver Trust

ETFs
5.23K
New
$32.73 - $42.5 $171K - $222K
5.23K $221K
SO
Southern CO

Utilities
2.33K
New
$90.83 - $96.0 $211K - $223K
2.33K $220K
IWM
Ishares Russell 2000 ETF

ETFs
911
New
$214.92 - $244.84 $196K - $223K
911 $220K
SPG
Simon Property Group Inc

Real Estate
1.17K
New
$159.93 - $187.67 $187K - $220K
1.17K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 30.24%
$293.94 - $444.72 $73.8K - $112K
1.08K $480K
ISRG
Intuitive Surgical Inc

Healthcare
481
New
$433.66 - $544.47 $209K - $262K
481 $215K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.09K
New
$64.58 - $69.94 $199K - $216K
3.09K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
679
New
$291.67 - $316.99 $198K - $215K
679 $206K
GS
Goldman Sachs Group Inc

Financial Services
254
New
$696.56 - $806.32 $177K - $205K
254 $202K
WFC
Wells Fargo & Company

Financial Services
2.11K
+ 77.48%
$77.05 - $85.16 $162K - $180K
4.83K $404K
BAC
Bank Of America Corp

Financial Services
1.54K
+ 6.26%
$44.92 - $52.42 $69K - $80.6K
26.1K $1.35M
JNJ
Johnson & Johnson

Healthcare
594
+ 26.85%
$155.17 - $185.42 $92.2K - $110K
2.81K $520K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.1%
$656.44 - $753.15 $1.31K - $1.51K
1.97K $1.47M
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 29.1%
$94.4 - $104.27 $129K - $143K
6.07K $625K
CAT
Caterpillar Inc

Industrials
200
+ 28.13%
$390.92 - $477.15 $78.2K - $95.4K
911 $434K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.96K
+ 27.04%
$62.09 - $66.51 $121K - $130K
9.18K $599K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
374
+ 1.58%
$49.43 - $54.52 $18.5K - $20.4K
24K $1.3M
ABBV
Abb Vie Inc.

Healthcare
110
+ 5.41%
$184.85 - $231.54 $20.3K - $25.5K
2.14K $496K
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 29.68%
$915.95 - $994.57 $136K - $148K
651 $602K
LOW
Lowes Companies Inc

Consumer Cyclical
200
+ 11.02%
$215.01 - $273.02 $43K - $54.6K
2.02K $506K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
799
+ 1.45%
$48.5 - $50.19 $38.8K - $40.1K
55.8K $2.8M
PG
Procter & Gamble CO

Consumer Defensive
725
+ 22.64%
$150.47 - $161.22 $109K - $117K
3.93K $603K
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 3.82%
$211.65 - $238.24 $87.6K - $98.6K
11.3K $2.47M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 21.12%
$357.4 - $423.42 $56.5K - $66.9K
906 $367K
IEFA
Ishares Tr

ETFs
95
+ 0.47%
$81.7 - $87.53 $7.76K - $8.32K
20.4K $1.78M
MRK
Merck & Co., Inc.

Healthcare
684
+ 16.03%
$77.6 - $87.37 $53.1K - $59.8K
4.95K $415K
GE
General Electric CO

Industrials
75
+ 6.05%
$244.75 - $305.63 $18.4K - $22.9K
1.31K $395K
CVX
Chevron Corp

Energy
154
+ 3.58%
$145.57 - $161.83 $22.4K - $24.9K
4.46K $691K
AVGO
Broadcom Inc.

Technology
31
+ 3.17%
$264.74 - $369.57 $8.21K - $11.5K
1.01K $332K
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$659.01 - $772.54 $659 - $773
1.53K $1.18M
CEG
Constellation Energy Corp

Utilities
55
+ 1.07%
$298.82 - $354.89 $16.4K - $19.5K
5.17K $1.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.62%
$420.11 - $472.68 $6.3K - $7.09K
939 $439K
Activity Summary
Buys All Purchases 121 New Holdings 26 Increased Positions 95 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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