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
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
APTV
Aptiv PLC

Consumer Cyclical
1.04K
+ 18.67%
$67.54 - $84.65 $70.5K - $88.4K
6.64K $467K
INDA
Ishares Msci India Index Fund

ETFs
58
+ 1.3%
$50.97 - $55.8 $2.96K - $3.24K
4.52K $251K
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
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
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
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
266
+ 0.95%
$11.26 - $12.32 $3K - $3.28K
28.3K $346K
PAYX
Paychex Inc

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

Financial Services
94
+ 3.97%
$262.47 - $281.5 $24.7K - $26.5K
2.46K $646K
MA
Mastercard Inc

Financial Services
18
+ 2.59%
$441.1 - $479.43 $7.94K - $8.63K
713 $314K
MET
Metlife Inc

Financial Services
80
+ 1.15%
$68.55 - $74.22 $5.48K - $5.94K
7.03K $493K
SAIC
Science Applications International Corp

Technology
353
+ 6.89%
$113.5 - $137.63 $40.1K - $48.6K
5.47K $643K
CRM
Salesforce, Inc.

Technology
66
+ 6.67%
$218.01 - $304.74 $14.4K - $20.1K
1.06K $271K
CNI
Canadian National Railway CO

Industrials
270
+ 6.2%
$116.77 - $131.52 $31.5K - $35.5K
4.63K $546K
OZK
Bank Ozk

Financial Services
536
+ 4.19%
$37.85 - $49.21 $20.3K - $26.4K
13.3K $546K
MPC
Marathon Petroleum Corp

Energy
24
+ 1.46%
$168.76 - $219.13 $4.05K - $5.26K
1.67K $289K
HXL
Hexcel Corp

Industrials
715
+ 8.29%
$61.4 - $73.28 $43.9K - $52.4K
9.34K $583K
DIS
Walt Disney CO

Communication Services
136
+ 4.77%
$99.29 - $122.82 $13.5K - $16.7K
2.99K $296K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
38.6K
+ 103.13%
$14.82 - $32.35 $571K - $1.25M
75.9K $1.13M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.72K
+ 1.59%
$2.99 - $4.46 $5.14K - $7.67K
110K $371K
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
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