Black Diamond Wealth Management Inc. Purchases in Q3 2024

Black Diamond Wealth Management Inc.

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
32.4K
New
$57.2 - $65.59 $1.85M - $2.12M
32.4K $2.09M
CGCP
Capital Group Core Plus Income

ETFs
90.5K
New
$22.12 - $23.31 $2M - $2.11M
90.5K $2.09M
AAPL
Apple Inc.

Technology
4.37K
+ 25.54%
$207.23 - $234.82 $906K - $1.03M
21.5K $5.01M
EFV
Msci Eafe Value ETF

ETFs
21.3K
+ 62.22%
$51.72 - $57.96 $1.1M - $1.24M
55.6K $3.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 191.51%
$61.11 - $67.85 $1.1M - $1.22M
27.3K $1.85M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.8K
New
$79.58 - $91.64 $1.1M - $1.26M
13.8K $1.25M
AVIV
American Centy ETF Tr Avantis
15.3K
+ 76.18%
$50.37 - $56.43 $770K - $863K
35.4K $1.98M
GLDM
World Gold Trust

ETFs
13.2K
New
$46.2 - $53.01 $610K - $699K
13.2K $687K
MCHI
Ishares Msci China ETF

ETFs
12.2K
New
$40.43 - $50.98 $494K - $623K
12.2K $622K
CGGO
Capital Group Global Growth Eq

ETFs
17.3K
+ 46.01%
$27.25 - $30.52 $470K - $527K
54.8K $1.65M
META
Meta Platforms, Inc.

Communication Services
350
+ 11.66%
$453.41 - $572.44 $159K - $200K
3.35K $1.92M
CACI
Caci International Inc

Technology
878
New
$427.76 - $427.76 $376K - $376K
878 $375K
GOOGL
Alphabet Inc.

Communication Services
3.4K
+ 28.35%
$148.65 - $191.18 $506K - $650K
15.4K $2.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.98K
New
$162.83 - $179.16 $323K - $355K
1.98K $355K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.9K
+ 6.27%
$24.39 - $25.28 $217K - $225K
151K $3.79M
NVDA
Nvidia Corp

Technology
2.91K
+ 15.07%
$98.91 - $134.91 $288K - $393K
22.2K $2.7M
TSLA
Tesla, Inc.

Consumer Cyclical
587
+ 24.51%
$191.76 - $263.26 $113K - $155K
2.98K $780K
INTC
Intel Corp

Technology
12.7K
New
$18.9 - $34.87 $241K - $444K
12.7K $299K
ISRG
Intuitive Surgical Inc

Healthcare
594
New
$416.14 - $494.01 $247K - $293K
594 $291K
AMAT
Applied Materials Inc

Technology
1.37K
New
$174.88 - $254.97 $239K - $348K
1.37K $276K
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
New
$3305.62 - $4268.05 $208K - $269K
63 $265K
C
Citigroup Inc

Financial Services
4.2K
New
$56.11 - $67.61 $235K - $284K
4.2K $262K
MSFT
Microsoft Corp

Technology
983
+ 9.06%
$395.15 - $467.56 $388K - $460K
11.8K $5.09M
HON
Honeywell International Inc

Industrials
1.13K
New
$196.73 - $220.21 $222K - $248K
1.13K $232K
GE
General Electric CO

Industrials
1.22K
New
$156.66 - $189.66 $192K - $232K
1.22K $230K
PHYL
Pgim ETF Tr

ETFs
6.37K
New
$34.24 - $35.8 $218K - $228K
6.37K $228K
INTU
Intuit Inc

Technology
366
New
$602.97 - $670.49 $221K - $245K
366 $227K
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
New
$101.25 - $127.45 $179K - $225K
1.77K $214K
LMT
Lockheed Martin Corp

Industrials
356
New
$460.3 - $584.56 $164K - $208K
356 $208K
COST
Costco Wholesale Corp

Consumer Defensive
94
+ 2.78%
$801.83 - $917.05 $75.4K - $86.2K
3.48K $3.08M
MRVL
Marvell Technology, Inc.

Technology
2.51K
New
$56.15 - $76.24 $141K - $191K
2.51K $180K
NOW
Service Now, Inc.

Technology
192
New
$730.87 - $937.36 $140K - $180K
192 $171K
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 2.24%
$194.9 - $224.8 $50.1K - $57.8K
11.7K $2.47M
MCD
Mcdonalds Corp

Consumer Cyclical
138
+ 7.36%
$245.82 - $304.51 $33.9K - $42K
2.01K $613K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.44K
+ 47.31%
$42.22 - $48.62 $103K - $119K
7.61K $353K
UNH
Unitedhealth Group Inc

Healthcare
121
+ 16.6%
$488.01 - $604.18 $59K - $73.1K
850 $496K
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 7.74%
$333.64 - $405.2 $34.4K - $41.7K
1.43K $581K
WMT
Walmart Inc.

Consumer Defensive
549
+ 9.26%
$66.91 - $81.4 $36.7K - $44.7K
6.48K $523K
AMD
Advanced Micro Devices Inc

Technology
713
+ 34.05%
$128.67 - $183.96 $91.7K - $131K
2.81K $460K
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 8.25%
$161.02 - $200.0 $165K - $205K
13.5K $2.51M
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 20.42%
$149.54 - $192.66 $179K - $231K
7.06K $1.18M
ORCL
Oracle Corp

Technology
283
+ 15.37%
$125.9 - $170.35 $35.6K - $48.2K
2.12K $361K
TXN
Texas Instruments Inc

Technology
514
+ 45.17%
$194.6 - $194.6 $100K - $100K
1.65K $321K
ABBV
Abb Vie Inc.

Healthcare
228
+ 11.75%
$163.84 - $199.33 $37.4K - $45.4K
2.17K $428K
MA
Mastercard Inc

Financial Services
114
+ 15.99%
$429.6 - $500.99 $49K - $57.1K
827 $408K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
157
+ 19.1%
$386.81 - $423.12 $60.7K - $66.4K
979 $414K
MET
Metlife Inc

Financial Services
77
+ 1.09%
$67.96 - $82.48 $5.23K - $6.35K
7.11K $586K
LLY
Eli Lilly & CO

Healthcare
115
+ 11.55%
$772.14 - $960.02 $88.8K - $110K
1.11K $984K
AMGN
Amgen Inc

Healthcare
232
+ 35.31%
$309.38 - $337.38 $71.8K - $78.3K
889 $286K
Activity Summary
Buys All Purchases 89 New Holdings 29 Increased Positions 60 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email