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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 $148,036,926
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 155,586 $7,838,439 5.29%
2.
Spdr Series Trust
 98,248 $6,521,722 4.41%
3.
Pacer Fds Tr
 140,447 $5,178,295 3.5%
4.
Microsoft Corp
 MSFT 11,459 $5,027,597 3.4%
5.
Ishares Trust
 IEF 39,366 $4,855,434 3.28%
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)