0001951757-24-000231.txt : 20240209
0001951757-24-000231.hdr.sgml : 20240209
20240209165719
ACCESSION NUMBER: 0001951757-24-000231
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240209
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BlackDiamond Wealth Management, LLC
CENTRAL INDEX KEY: 0001903059
ORGANIZATION NAME:
IRS NUMBER: 821264937
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21663
FILM NUMBER: 24615862
BUSINESS ADDRESS:
STREET 1: 12 EAST 49TH STREET
STREET 2: 11TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10017
BUSINESS PHONE: (212) 784-6999
MAIL ADDRESS:
STREET 1: 12 EAST 49TH STREET
STREET 2: 11TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10017
FORMER COMPANY:
FORMER CONFORMED NAME: BlackDiamond Wealth Management Inc.
DATE OF NAME CHANGE: 20220106
13F-HR
1
primary_doc.xml
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false
false
false
0001903059
XXXXXXXX
12-31-2023
12-31-2023
BlackDiamond Wealth Management, LLC
12 EAST 49TH STREET
11TH FLOOR
NEW YORK
NY
10017
13F HOLDINGS REPORT
028-21663
N
Scott Ungar
Chief Compliance Officer
(212) 784-6999
Scott Ungar
New York
NY
02-09-2024
0
137
136167741
false
INFORMATION TABLE
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F_13F_BlackDiamond_Q42023.xml
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SOLE
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ADOBE INC
COM
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SOLE
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ADVANCED MICRO DEVICES INC
COM
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SH
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AGF INVTS TR
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CAP STK CL A
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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AMERICAN CENTY ETF TR
INTERNATIONAL LR
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EMERGING MKT VAL
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APPLE INC
COM
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APTIV PLC
SHS
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AZENTA INC
COM
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COM
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COM
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C H ROBINSON WORLDWIDE INC
COM NEW
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CALERES INC
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COM
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CORE PLUS INCM
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CASEYS GEN STORES INC
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COMCAST CORP NEW
CL A
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COPART INC
COM
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COSTCO WHSL CORP NEW
COM
22160K105
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479
SH
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479
CUMMINS INC
COM
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DEERE & CO
COM
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SH
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DISNEY WALT CO
COM
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COM
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COM
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EXXON MOBIL CORP
COM
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FEDERAL AGRIC MTG CORP
CL C
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COM
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CBOE VEST RISING
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FMC CORP
COM NEW
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FRANKLIN LTD DURATION INCOME
COM
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COM
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HEXCEL CORP NEW
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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HP INC
COM
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ILLUMINA INC
COM
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INTEL CORP
COM
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MSCI EMRG CHN
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KEYSIGHT TECHNOLOGIES INC
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COM NEW
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LINCOLN NATL CORP IND
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COM
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COM
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COM
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COM
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COM
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NETFLIX INC
COM
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COM
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COM
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PELOTON INTERACTIVE INC
CL A COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM CL A
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WALMART INC
COM
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COM
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COM
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FLOATNG RAT TREA
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XYLEM INC
COM
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