1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Black Diamond Financial, LLC Buys Schwab Short-Term U.S. Treasury, Becton, Dickinson and Co, PNC Financial Services Group Inc, Sells Verizon Communications Inc

July 19, 2019 | About:

Investment company Black Diamond Financial, LLC (Current Portfolio) buys Schwab Short-Term U.S. Treasury, Becton, Dickinson and Co, PNC Financial Services Group Inc, PowerShares QQQ Trust Ser 1, JPMorgan Chase, sells Verizon Communications Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Black Diamond Financial, LLC. As of 2019Q2, Black Diamond Financial, LLC owns 56 stocks with a total value of $116 million. These are the details of the buys and sells.

For the details of Black Diamond Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/black+diamond+financial%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Black Diamond Financial, LLC
  1. Vanguard FTSE All World Ex US (VEU) - 195,459 shares, 8.56% of the total portfolio. Shares added by 5.93%
  2. Schwab U.S. Large-Cap (SCHX) - 139,111 shares, 8.39% of the total portfolio. Shares added by 0.40%
  3. Schwab U.S. Small-Cap (SCHA) - 117,502 shares, 7.21% of the total portfolio. Shares added by 8.63%
  4. Vanguard Growth (VUG) - 38,096 shares, 5.35% of the total portfolio. Shares reduced by 0.83%
  5. Schwab U.S. Mid Cap (SCHM) - 99,846 shares, 4.90% of the total portfolio. Shares added by 3.57%
New Purchase: Becton, Dickinson and Co (BDX)

Black Diamond Financial, LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $222.84 and $252.23, with an estimated average price of $237.94. The stock is now traded at around $250.84. The impact to a portfolio due to this purchase was 0.48%. The holding were 2,230 shares as of .

New Purchase: PNC Financial Services Group Inc (PNC)

Black Diamond Financial, LLC initiated holding in PNC Financial Services Group Inc. The purchase prices were between $126.76 and $137.28, with an estimated average price of $132.2. The stock is now traded at around $138.83. The impact to a portfolio due to this purchase was 0.4%. The holding were 3,382 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Black Diamond Financial, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $170.12 and $191.11, with an estimated average price of $184. The stock is now traded at around $191.01. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,226 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

Black Diamond Financial, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $104.64 and $116.12, with an estimated average price of $110.3. The stock is now traded at around $113.54. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,864 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Black Diamond Financial, LLC added to a holding in Schwab Short-Term U.S. Treasury by 34.10%. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.49. The impact to a portfolio due to this purchase was 0.49%. The holding were 44,103 shares as of .

Sold Out: Verizon Communications Inc (VZ)

Black Diamond Financial, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $54.35 and $59.5, with an estimated average price of $57.65.



Here is the complete portfolio of Black Diamond Financial, LLC. Also check out:

1. Black Diamond Financial, LLC's Undervalued Stocks
2. Black Diamond Financial, LLC's Top Growth Companies, and
3. Black Diamond Financial, LLC's High Yield stocks
4. Stocks that Black Diamond Financial, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK