Black Diamond Wealth Management Inc. Incresed Positions 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
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
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
IEFA
Ishares Tr

ETFs
4.68K
+ 146.28%
$70.77 - $76.19 $331K - $357K
7.88K $572K
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
SPYG
Spdr Portfolio

ETFs
814
+ 2.59%
$68.71 - $80.95 $55.9K - $65.9K
32.2K $2.58M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
365
+ 12.31%
$396.73 - $420.24 $145K - $153K
3.33K $1.35M
GD
General Dynamics Corp

Industrials
306
+ 12.49%
$281.11 - $300.23 $86K - $91.9K
2.76K $799K
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
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
JPM
Jpmorgan Chase & CO

Financial Services
159
+ 1.41%
$180.08 - $204.79 $28.6K - $32.6K
11.5K $2.32M
ABBV
Abb Vie Inc.

Healthcare
413
+ 27.05%
$154.79 - $180.76 $63.9K - $74.7K
1.94K $332K
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
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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