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  Name: BlackDiamond Wealth Management Inc.
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $140,322,000
  Total Value Change : $4,146,000
  Securities Held Change : 6
   
All Securities Held : 143
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 50
  Unchanged Positions : 5
  Decreased Positions : 81

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 17 New $77.12 $2,299,000 31,431 1.64% 2,299,000 31,431 0.002    Closed - End Fund - E...
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 20 New $0.00 $2,102,000 65,712 1.5% 2,102,000 65,712 0.064    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 39 New $0.00 $1,065,000 30,520 0.76% 1,065,000 30,520 0.004    N/A
   (WMB)1 Year Chart         WMB Williams Companies Inc 54 New $41.58 $636,000 16,324 0.45% 636,000 16,324 0.001    Oil & Gas Pipelines &...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 110 New $122.93 $290,000 2,302 0.21% 290,000 2,302 0    Closed - End Fund - E...
   (INDA)1 Year Chart         INDA iShares Msci India ETF 133 New $0.00 $230,000 4,457 0.16% 230,000 4,457 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 138 New $47.30 $214,000 4,264 0.15% 214,000 4,264 0.001    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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