StockDriftsStockDriftsTop 50 BlackDiamond Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 7.23% | 297.9K | $15.0M | +100.76%(+149.50K) | $50.31(+0.22%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.58% | 124.2K | $9.5M | +22.76%(+23.02K) | $60.38(+45.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.33% | 27.2K | $6.9M | -1.47%(-405) | $191.92(+55.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 15.7K | $5.8M | +1.14%(+177) | $378.19(+8.26%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.64% | 38.4K | $5.5M | -0.71%(-274) | $111.25(+46.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 29.4K | $5.1M | -0.82%(-244) | $80.87(+191.51%) | 2026-03-31 | |
| QDPL | PACER FDS TR | 2.41% | 124.7K | $5.0M | +3.08%(+3.72K) | $35.44(+28.74%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.28% | 111.2K | $4.7M | +2.84%(+3.07K) | $32.16(+50.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.98% | 14.3K | $4.1M | +1.57%(+221) | $149.90(+167.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.86% | 18.5K | $3.9M | +0.41%(+76) | $168.07(+58.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.29% |
| Top 20 Holdings Unweighted | +15.23% | +53.01% |
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