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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
365
+ 12.31%
$396.73 - $420.24 $145K - $153K
3.33K $1.35M
CGDV
Capital Group Divid Value ETF

ETFs
1.82K
+ 2.15%
$31.1 - $33.37 $56.7K - $60.9K
86.8K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
262
+ 12.28%
$142.05 - $197.88 $37.2K - $51.8K
2.4K $473K
SPY
Spdr S&P 500 ETF Trust

ETFs
73
+ 2.69%
$495.16 - $548.49 $36.1K - $40K
2.79K $1.52M
ADBE
Adobe Inc.

Technology
79
+ 12.6%
$439.02 - $555.54 $34.7K - $43.9K
706 $392K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
323
+ 10.09%
$67.89 - $89.5 $21.9K - $28.9K
3.52K $310K
XOM
Exxon Mobil Corp

Energy
549
+ 23.74%
$108.36 - $122.2 $59.5K - $67.1K
2.86K $329K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.2K
+ 11.21%
$49.77 - $50.09 $59.8K - $60.2K
11.9K $594K
XLE
Energy Sector Spdr

ETFs
765
+ 23.5%
$88.04 - $98.08 $67.4K - $75K
4.02K $366K
JPM
Jpmorgan Chase & CO

Financial Services
159
+ 1.41%
$180.08 - $204.79 $28.6K - $32.6K
11.5K $2.32M
UNH
Unitedhealth Group Inc

Healthcare
88
+ 13.73%
$439.2 - $524.63 $38.6K - $46.2K
729 $371K
IFRA
Ishares Tr

ETFs
1.75K
+ 10.83%
$41.22 - $44.87 $72.1K - $78.5K
17.9K $754K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
983
+ 14.49%
$50.22 - $50.48 $49.4K - $49.6K
7.77K $392K
DE
Deere & CO

Industrials
270
+ 18.8%
$364.98 - $414.02 $98.5K - $112K
1.71K $637K
ORCL
Oracle Corp

Technology
126
+ 7.35%
$113.75 - $144.64 $14.3K - $18.2K
1.84K $259K
EFG
Msci Eafe Growth ETF

ETFs
818
+ 2.95%
$97.17 - $106.25 $79.5K - $86.9K
28.5K $2.92M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
616
+ 4.22%
$18.03 - $19.74 $11.1K - $12.2K
15.2K $298K
MRK
Merck & Co., Inc.

Healthcare
479
+ 13.99%
$123.8 - $132.96 $59.3K - $63.7K
3.9K $483K
AZTA
Azenta, Inc.

Healthcare
1.19K
+ 28.83%
$50.27 - $59.04 $60K - $70.5K
5.34K $280K
AGM
Federal Agricultural Mortgage Corp

Financial Services
471
+ 13.4%
$169.46 - $194.22 $79.8K - $91.5K
3.99K $720K
EXPD
Expeditors International Of Washington Inc

Industrials
145
+ 5.46%
$111.31 - $127.26 $16.1K - $18.5K
2.8K $349K
AMD
Advanced Micro Devices Inc

Technology
338
+ 19.25%
$144.27 - $183.34 $48.8K - $62K
2.09K $339K
BAC
Bank Of America Corp

Financial Services
313
+ 5.48%
$34.68 - $40.02 $10.9K - $12.5K
6.02K $239K
INDA
Ishares Msci India Index Fund

ETFs
58
+ 1.3%
$50.97 - $55.8 $2.96K - $3.24K
4.52K $251K
APTV
Aptiv PLC

Consumer Cyclical
1.04K
+ 18.67%
$67.54 - $84.65 $70.5K - $88.4K
6.64K $467K
SCHW
Schwab Charles Corp

Financial Services
195
+ 5.28%
$70.03 - $78.9 $13.7K - $15.4K
3.89K $286K
PG
Procter & Gamble CO

Consumer Defensive
62
+ 3.19%
$155.33 - $168.56 $9.63K - $10.5K
2.01K $330K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
42
+ 5.38%
$377.31 - $399.95 $15.8K - $16.8K
822 $321K
UNP
Union Pacific Corp

Industrials
144
+ 13.01%
$221.38 - $247.4 $31.9K - $35.6K
1.25K $283K
KO
Coca Cola CO

Consumer Defensive
31
+ 0.92%
$58.06 - $64.15 $1.8K - $1.99K
3.41K $216K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
266
+ 0.95%
$11.26 - $12.32 $3K - $3.28K
28.3K $346K
JNJ
Johnson & Johnson

Healthcare
692
+ 9.01%
$144.38 - $157.78 $99.9K - $109K
8.37K $1.22M
KRE
Spdr S&P Regional Banking ETF

ETFs
280
+ 6.57%
$45.75 - $51.19 $12.8K - $14.3K
4.54K $223K
PAYX
Paychex Inc

Industrials
99
+ 3.9%
$117.39 - $126.98 $11.6K - $12.6K
2.64K $312K
Ea Series Trust
1.12K
+ 1.93%
N/A
59.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.16K
+ 3.24%
N/A
69K $0
Tidal Tr Ii
90.2K
New
N/A
90.2K $0
Tidal Tr Ii
17.2K
+ 21.16%
N/A
98.3K $0
Simplify Exchange Traded Fun
2.31K
+ 5.53%
N/A
44K $0
HIGH
Simplify Exchange Traded Fds E
6.32K
+ 5.18%
N/A
128K $0
Ea Series Trust
4.93K
+ 29.24%
N/A
21.8K $0
Strategic Trust
7.27K
+ 9.34%
N/A
85.1K $0
Labcorp Holdings Inc
2.58K
New
N/A
2.58K $0
CGSD
Capital Grp Core Plus Income E
2.72K
+ 2.28%
N/A
122K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
9.87K
+ 24.3%
N/A
50.5K $0
Blackrock ETF Trust Ii
6.3K
+ 44.11%
N/A
20.6K $0
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
196
+ 0.58%
$8.35 - $8.66 $1.64K - $1.7K
34K $289K
CMI
Cummins Inc

Industrials
121
+ 5.43%
$266.48 - $302.86 $32.2K - $36.6K
2.35K $650K
KEYS
Keysight Technologies, Inc.

Technology
439
+ 12.66%
$135.22 - $160.14 $59.4K - $70.3K
3.91K $534K
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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