Black Diamond Wealth Management Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $18.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.52M, Apple Inc. with a value of $5.57M, Microsoft Corp with a value of $5.13M, and Ishares Core S&P Total U.S. St with a value of $4.81M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $135M to 145M.
Below you can find more details about Black Diamond Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
ETFs: $78 Million
Technology: $20.1 Million
Financial Services: $10.6 Million
Communication Services: $8.33 Million
Consumer Cyclical: $6.8 Million
Consumer Defensive: $5.15 Million
Industrials: $4.8 Million
Healthcare: $4.11 Million
Other: $1.93 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
