Black Point Wealth Management

Black Point Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Black Point Wealth Management

Black Point Wealth Management holds 41 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 29.7 $26M 57k 453.28
Microsoft Corporation (MSFT) 22.1 $19M 45k 421.50
Sprott Physical Gold Tr Unit (PHYS) 7.5 $6.5M 323k 20.14
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.0 $5.2M 150k 34.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.5 $4.8M 7.00 680920.00
Dimensional Etf Trust Us High Profitab (DUHP) 4.0 $3.5M 102k 33.79
Pacer Fds Tr Pacer Us Small (CALF) 2.1 $1.8M 42k 44.01
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 1.9 $1.6M 67k 24.50
Apple (AAPL) 1.6 $1.4M 5.7k 250.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $1.3M 12k 103.30
Flexshares Tr Mornstar Upstr (GUNR) 1.4 $1.2M 33k 36.36
First Tr High Yield Opprt 20 (FTHY) 1.1 $908k 63k 14.48
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 1.0 $881k 19k 47.43
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $823k 20k 40.49
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $759k 3.9k 195.85
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.9 $739k 9.2k 80.00
Global X Fds Global X Uranium (URA) 0.8 $713k 27k 26.78
Sprott Physical Gold & Silve Tr Unit (CEF) 0.8 $681k 29k 23.76
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $651k 10k 65.08
NVIDIA Corporation (NVDA) 0.7 $574k 4.3k 134.29
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.7 $564k 14k 40.68
Chevron Corporation (CVX) 0.6 $512k 3.5k 144.82
JPMorgan Chase & Co. (JPM) 0.6 $503k 2.1k 239.69
Amazon (AMZN) 0.6 $498k 2.3k 219.39
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.6 $479k 12k 41.33
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.6 $479k 2.5k 188.26
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $427k 3.6k 119.14
Alphabet Cap Stk Cl C (GOOG) 0.5 $427k 2.2k 190.44
Dimensional Etf Trust Intl Core Equity (DFIC) 0.5 $393k 15k 25.84
Select Sector Spdr Tr Energy (XLE) 0.4 $387k 4.5k 85.66
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.4 $374k 7.3k 51.38
Oracle Corporation (ORCL) 0.4 $350k 2.1k 166.64
Mercury General Corporation (MCY) 0.4 $348k 5.2k 66.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $318k 5.7k 55.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $283k 9.7k 29.20
Palo Alto Networks (PANW) 0.3 $244k 1.3k 181.96
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.3 $235k 8.4k 28.03
Johnson & Johnson (JNJ) 0.3 $233k 1.6k 144.62
Spdr Gold Tr Gold Shs (GLD) 0.2 $211k 872.00 242.13
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $207k 4.2k 48.97
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $206k 850.00 242.17