BlackDiamond Wealth Management, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$148.0M
Holdings
153
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (153 positions)
| Stock | Value |
|---|---|
USFRWISDOMTREE TR | $7.8M |
SPYMSPDR SER TR | $6.5M |
QDPLPACER FDS TR | $5.2M |
MSFTMICROSOFT CORP | $5.0M |
ITOTISHARES TR | $4.9M |
AAPLAPPLE INC | $4.7M |
UCONFIRST TR EXCHNG TRADED FD VI | $4.1M |
EFVISHARES TR | $4.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $3.6M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
DYNFBLACKROCK ETF TRUST | $3.4M |
NVDANVIDIA CORPORATION | $3.2M |
AMZNAMAZON COM INC | $3.1M |
CGSDCAPITAL GRP FIXED INCM ETF T | $3.0M |
QUALISHARES TR | $2.6M |
VWOVANGUARD INTL EQUITY INDEX F | $2.4M |
XLKSELECT SECTOR SPDR TR | $2.3M |
METAMETA PLATFORMS INC | $2.3M |
JPMJPMORGAN CHASE & CO. | $2.3M |
RUNNSTRATEGIC TRUST | $2.2M |
MBSFVALUED ADVISERS TR | $2.1M |
EFGISHARES TR | $2.1M |
CGCPCAPITAL GRP FIXED INCM ETF T | $2.1M |
CGIECAPITAL GROUP INTERNATIONAL | $2.0M |
GOOGLALPHABET INC | $2.0M |
PSQOPALMER SQUARE FUNDS TRUST | $2.0M |
GLDMWORLD GOLD TR | $2.0M |
BOXXEA SERIES TRUST | $1.9M |
RSSTTIDAL TR II | $1.8M |
ROEEA SERIES TRUST | $1.7M |
IBITISHARES BITCOIN TRUST ETF | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.6M |
BINCBLACKROCK ETF TRUST II | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.3M |
AVGOBROADCOM INC | $1.3M |
VOOVANGUARD INDEX FDS | $1.3M |
TSLATESLA INC | $1.2M |
GOOGALPHABET INC | $1.1M |
PPIINVESTMENT MANAGERS SER TR I | $902K |
VVISA INC | $882K |
XTWYBONDBLOXX ETF TRUST | $855K |
LLYELI LILLY & CO | $847K |
NFLXNETFLIX INC | $810K |
JNJJOHNSON & JOHNSON | $790K |
METMETLIFE INC | $758K |
MCDMCDONALDS CORP | $632K |
WMTWALMART INC | $631K |
JMSTJ P MORGAN EXCHANGE TRADED F | $625K |
SCHXSCHWAB STRATEGIC TR | $602K |
RYROYAL BK CDA | $560K |
RISRTIDAL ETF TR | $555K |
QQQMINVESCO EXCH TRADED FD TR II | $540K |
HDHOME DEPOT INC | $538K |
XONEBONDBLOXX ETF TRUST | $512K |
MAMASTERCARD INCORPORATED | $502K |
AQLTISHARES TR | $493K |
MCHIISHARES TR | $478K |
TJXTJX COS INC NEW | $470K |
WMBWILLIAMS COS INC | $467K |
XHLFBONDBLOXX ETF TRUST | $463K |
LNCLINCOLN NATL CORP IND | $458K |
CPRTCOPART INC | $456K |
GSYINVESCO ACTIVELY MANAGED EXC | $444K |
UBERUBER TECHNOLOGIES INC | $443K |
XOMEXXON MOBIL CORP | $441K |
SPEMSPDR INDEX SHS FDS | $428K |
DEDEERE & CO | $420K |
RSSYTIDAL TR II | $415K |
CBCHUBB LIMITED | $396K |
WFCWELLS FARGO CO NEW | $384K |
BKNGBOOKING HOLDINGS INC | $380K |
CSCOCISCO SYS INC | $376K |
CMICUMMINS INC | $363K |
PGPROCTER AND GAMBLE CO | $362K |
CRMSALESFORCE INC | $361K |
AONAON PLC | $360K |
JAAAJANUS DETROIT STR TR | $358K |
ORCLORACLE CORP | $356K |
PEPPEPSICO INC | $353K |
WMWASTE MGMT INC DEL | $353K |
ABBVABBVIE INC | $348K |
AMDADVANCED MICRO DEVICES INC | $347K |
AGMFEDERAL AGRIC MTG CORP | $343K |
WIWWESTERN AST INFL LKD OPP & I | $343K |
TAT&T INC | $339K |
MEARISHARES U S ETF TR | $338K |
IVVISHARES TR | $338K |
PLTRPALANTIR TECHNOLOGIES INC | $333K |
DONSPDR DOW JONES INDL AVERAGE | $327K |
GDGENERAL DYNAMICS CORP | $325K |
4I1PHILIP MORRIS INTL INC | $320K |
KOCOCA COLA CO | $317K |
BKBANK NEW YORK MELLON CORP | $307K |
GEGE AEROSPACE | $306K |
BOWBOWHEAD SPECIALTY HLDGS INC | $306K |
BACBANK AMERICA CORP | $305K |
ADBEADOBE INC | $299K |
CAOSEA SERIES TRUST | $297K |
IEMGISHARES INC | $296K |
VGTVANGUARD WORLD FD | $294K |
Page 1 of 2Next