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Home > Institutional Investor > Blackdiamond Wealth Management Inc. > Profile

Instuitional Investor - Blackdiamond Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Blackdiamond Wealth Management Inc.
Portfolio Value $173,081,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 362,159 $18,223,836 10.52%
2.
Spdr Series Trust
 94,555 $6,518,620 3.76%
3.
Apple Inc.
 AAPL 22,261 $5,574,570 3.22%
4.
Microsoft Corp
 MSFT 12,175 $5,131,789 2.96%
5.
Ishares Trust
 IEF 37,396 $4,809,817 2.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)