| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 5.6% |
| ISHARES TR | 8 | Q3 2023 | 5.7% |
| FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 5.4% |
| ISHARES TR | 8 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.7% |
| PACER FDS TR | 8 | Q3 2023 | 3.8% |
| APPLE INC | 8 | Q3 2023 | 2.2% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.0% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 1.7% |
View BlackDiamond Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View BlackDiamond Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.