Black Diamond Financial, LLC Incresed Positions in Q3 2025

Black Diamond Financial, LLC

  • $889 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
ORCL
Oracle Corp

Technology
602
+ 52.99%
$218.96 - $328.33 $132K - $198K
1.74K $488K
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 30.24%
$293.94 - $444.72 $73.8K - $112K
1.08K $480K
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
725
+ 22.64%
$150.47 - $161.22 $109K - $117K
3.93K $603K
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
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.02%
$133.81 - $152.16 $134 - $152
4.78K $671K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
47
+ 0.24%
$23.82 - $25.84 $1.12K - $1.21K
19.8K $507K
SYK
Stryker Corp

Healthcare
224
+ 12.84%
$368.57 - $403.53 $82.6K - $90.4K
1.97K $727K
XLF
Financial Sector Spdr

ETFs
455
+ 6.76%
$51.37 - $54.25 $23.4K - $24.7K
7.19K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
388
+ 12.74%
$72.57 - $74.72 $28.2K - $29K
3.43K $255K
XLU
Utilities Sector Spdr

ETFs
175
+ 6.51%
$81.14 - $87.32 $14.2K - $15.3K
2.86K $249K
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 0.36%
$86.92 - $99.32 $869 - $993
2.81K $274K
UNP
Union Pacific Corp

Industrials
81
+ 6.07%
$214.91 - $237.16 $17.4K - $19.2K
1.42K $334K
QUAL
Ishares Msci Usa Quality Facto

ETFs
51
+ 3.38%
$182.33 - $194.5 $9.3K - $9.92K
1.56K $303K
LLY
Eli Lilly & CO

Healthcare
94
+ 3.22%
$625.65 - $812.69 $58.8K - $76.4K
3.01K $2.3M
EXC
Exelon Corp

Utilities
3
+ 0.02%
$42.73 - $45.54 $128 - $137
14.2K $636K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.32%
$435.72 - $463.74 $871 - $927
629 $291K
IBM
International Business Machines Corp

Technology
173
+ 6.32%
$234.77 - $292.47 $40.6K - $50.6K
2.91K $821K
XLV
Select Sector Spdr Fund Health

ETFs
24
+ 1.56%
$129.01 - $139.72 $3.1K - $3.35K
1.56K $217K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
130
+ 1.48%
$22.9 - $23.58 $2.98K - $3.07K
8.89K $208K
HYG
Ishares Tr

ETFs
27
+ 0.88%
$79.85 - $81.32 $2.16K - $2.2K
3.1K $251K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.17%
N/A
6.44K $1.17M
NFLX
Netflix Inc

Communication Services
10
+ 5.21%
$1147.87 - $1297.18 $11.5K - $13K
202 $242K
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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