Black Diamond Wealth Management Inc. Purchases in Q2 2024

Black Diamond Wealth Management Inc.

  • $136 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.04K
+ 1287.26%
$1204.71 - $1828.87 $4.87M - $7.39M
4.36K $6.99M
COST
Costco Wholesale Corp

Consumer Defensive
2.88K
+ 576.8%
$704.88 - $870.75 $2.03M - $2.51M
3.38K $2.88M
AAPL
Apple Inc.

Technology
3.21K
+ 23.03%
$165.0 - $216.67 $529K - $694K
17.1K $3.61M
CGGO
Capital Group Global Growth Eq

ETFs
37.5K
New
$27.26 - $30.04 $1.02M - $1.13M
37.5K $1.1M
NVDA
Nvidia Corp

Technology
17.9K
+ 1227.92%
$118.11 - $1224.4 $2.11M - $21.9M
19.3K $2.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.5K
+ 15.04%
$58.24 - $64.51 $727K - $805K
95.4K $6.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
37.8K
+ 36.35%
$24.14 - $24.61 $914K - $931K
142K $3.47M
MSFT
Microsoft Corp

Technology
1.3K
+ 13.58%
$389.33 - $452.85 $505K - $587K
10.8K $4.85M
GOOGL
Alphabet Inc.

Communication Services
1.93K
+ 19.15%
$150.53 - $185.41 $290K - $357K
12K $2.18M
AMZN
Amazon Com Inc

Consumer Cyclical
2.34K
+ 23.18%
$173.67 - $197.85 $406K - $463K
12.4K $2.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 44.32%
$40.83 - $44.89 $441K - $485K
35.1K $1.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.99K
+ 27.72%
$55.18 - $59.2 $386K - $414K
32.2K $1.91M
MEAR
Blackrock Short Maturity Munic

ETFs
7.99K
New
$49.95 - $50.15 $399K - $401K
7.99K $400K
META
Meta Platforms, Inc.

Communication Services
678
+ 29.17%
$430.17 - $527.34 $292K - $358K
3K $1.51M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 23.38%
$151.94 - $186.86 $169K - $208K
5.86K $1.08M
IYW
Ishares Dj Us Tech ETF

ETFs
2.23K
New
$124.75 - $153.46 $279K - $343K
2.23K $336K
IEFA
Ishares Tr

ETFs
4.68K
+ 146.28%
$70.77 - $76.19 $331K - $357K
7.88K $572K
AON
Aon PLC

Financial Services
1.09K
New
$275.82 - $329.64 $301K - $360K
1.09K $320K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.55K
+ 4.14%
$108.78 - $119.23 $169K - $185K
39.1K $4.64M
QDPL
Pacer Fds Tr Metaurus Us Large
6.37K
+ 7.81%
$33.97 - $37.35 $216K - $238K
87.9K $3.22M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.56K
+ 3.68%
$42.0 - $47.28 $108K - $121K
72.2K $3.39M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.59K
+ 24.86%
$33.83 - $35.94 $257K - $273K
38.1K $1.36M
XLK
Technology Sector Spdr

ETFs
380
+ 3.38%
$192.53 - $231.41 $73.2K - $87.9K
11.6K $2.63M
LLY
Eli Lilly & CO

Healthcare
206
+ 26.08%
$724.87 - $909.04 $149K - $187K
996 $901K
WFC
Wells Fargo & Company

Financial Services
4.82K
New
$56.41 - $62.34 $272K - $300K
4.82K $286K
SPYG
Spdr Portfolio

ETFs
814
+ 2.59%
$68.71 - $80.95 $55.9K - $65.9K
32.2K $2.58M
IEMG
Ishares Inc

ETFs
5.14K
New
$50.02 - $54.95 $257K - $282K
5.14K $274K
QCOM
Qualcomm Inc

Technology
1.3K
New
$157.63 - $227.09 $205K - $295K
1.3K $259K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.74K
New
$79.31 - $93.31 $217K - $256K
2.74K $253K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.89K
New
$45.27 - $46.67 $222K - $228K
4.89K $226K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
11.4K
New
$19.67 - $19.84 $224K - $226K
11.4K $225K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.94K
New
$109.73 - $121.69 $213K - $236K
1.94K $223K
TXN
Texas Instruments Inc

Technology
1.14K
New
$159.68 - $202.54 $182K - $230K
1.14K $221K
BK
Bank Of New York Mellon Corp

Financial Services
3.57K
New
$54.0 - $60.74 $193K - $217K
3.57K $213K
AMGN
Amgen Inc

Healthcare
657
New
$262.75 - $319.31 $173K - $210K
657 $205K
PFE
Pfizer Inc

Healthcare
7.16K
New
$25.26 - $29.6 $181K - $212K
7.16K $200K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.16K
New
$87.78 - $94.67 $190K - $205K
2.16K $198K
TMO
Thermo Fisher Scientific Inc.

Healthcare
340
New
$541.52 - $599.02 $184K - $204K
340 $188K
QUAL
Ishares Msci Usa Quality Facto

ETFs
378
+ 2.37%
$154.56 - $173.19 $58.4K - $65.5K
16.3K $2.78M
CPRT
Copart Inc

Consumer Cyclical
3.75K
+ 30.25%
$52.14 - $58.07 $195K - $218K
16.1K $874K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
598
+ 24.91%
$170.63 - $199.67 $102K - $119K
3K $591K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.93K
+ 40.3%
$50.57 - $50.75 $148K - $148K
10.2K $516K
HPQ
Hp Inc

Technology
1.59K
+ 8.66%
$27.62 - $38.36 $44K - $61.1K
20K $699K
NYT
New York Times CO

Communication Services
459
+ 3.37%
$41.61 - $51.21 $19.1K - $23.5K
14.1K $721K
WMB
Williams Companies, Inc.

Energy
1.57K
+ 9.61%
$37.58 - $43.11 $59K - $67.6K
17.9K $760K
TJX
Tjx Companies Inc

Consumer Cyclical
559
+ 8.03%
$92.66 - $111.05 $51.8K - $62.1K
7.52K $827K
NFLX
Netflix Inc

Communication Services
117
+ 21.12%
$550.64 - $686.12 $64.4K - $80.3K
671 $452K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
2.07K
+ 7.79%
$33.42 - $35.0 $69.1K - $72.4K
28.6K $993K
GD
General Dynamics Corp

Industrials
306
+ 12.49%
$281.11 - $300.23 $86K - $91.9K
2.76K $799K
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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