Obsidian Personal Planning Solutions LLC Purchases in Q4 2024

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 8.55%
$113.92 - $127.38 $1.18M - $1.32M
131K $15.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.6K
+ 5.84%
$34.49 - $39.24 $401K - $457K
211K $7.83M
SPYG
Spdr Portfolio

ETFs
4.26K
+ 4.66%
$81.74 - $91.38 $348K - $389K
95.5K $8.39M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.99K
+ 3.93%
$58.39 - $67.04 $233K - $268K
105K $6.69M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.56K
+ 4.48%
$153.8 - $176.52 $240K - $275K
36.3K $6.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.59K
New
$87.25 - $95.52 $487K - $533K
5.59K $493K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
735
+ 95.7%
$521.84 - $558.82 $384K - $411K
1.5K $809K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.8K
+ 9.34%
$86.65 - $94.9 $416K - $455K
56.2K $4.88M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.9K
+ 8.68%
$45.17 - $47.23 $672K - $702K
186K $8.44M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.96K
+ 5.11%
$50.73 - $51.08 $353K - $355K
143K $7.28M
AMZN
Amazon Com Inc

Consumer Cyclical
359
+ 7.39%
$180.88 - $232.93 $64.9K - $83.6K
5.22K $1.15M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.38K
New
$29.77 - $30.19 $220K - $223K
7.38K $220K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.02K
+ 3.34%
$60.51 - $65.57 $243K - $264K
124K $7.57M
DFS
Discover Financial Services

Financial Services
1.24K
New
$136.3 - $182.67 $169K - $227K
1.24K $214K
WMT
Walmart Inc.

Consumer Defensive
2.24K
New
$79.1 - $95.7 $177K - $214K
2.24K $201K
ABC
Amerisourcebergen Corp

Healthcare
854
New
N/A
854 $158K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.36K
+ 3.51%
$40.15 - $42.9 $175K - $187K
129K $5.19M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.15K
+ 6.62%
$50.02 - $51.24 $207K - $213K
66.8K $3.35M
SPIB
Spdr Portfolio Intermediate Te

ETFs
25K
+ 3.45%
$32.65 - $33.68 $815K - $841K
748K $24.5M
MEAR
Blackrock Short Maturity Munic

ETFs
2.86K
+ 4.55%
$49.94 - $50.28 $143K - $144K
65.6K $3.28M
IVV
Ishares Core S&P 500 ETF

ETFs
152
+ 23.42%
$570.51 - $610.59 $86.7K - $92.8K
801 $471K
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.68%
$161.86 - $196.66 $3.56K - $4.33K
3.25K $615K
AVGO
Broadcom Inc.

Technology
14
+ 1.09%
$159.67 - $250.0 $2.24K - $3.5K
1.3K $302K
V
Visa Inc.

Financial Services
12
+ 0.69%
$273.87 - $320.91 $3.29K - $3.85K
1.76K $557K
MAR
Marriott International Inc

Consumer Cyclical
44
+ 2.23%
$246.06 - $292.59 $10.8K - $12.9K
2.02K $563K
NVDA
Nvidia Corp

Technology
140
+ 7.15%
$117.0 - $148.88 $16.4K - $20.8K
2.1K $281K
MA
Mastercard Inc

Financial Services
54
+ 12.56%
$491.3 - $536.15 $26.5K - $29K
484 $254K
CGDV
Capital Group Divid Value ETF

ETFs
960
+ 10.42%
$35.16 - $37.12 $33.8K - $35.6K
10.2K $358K
VOOV
Vanguard S&P 500 Value ETF

ETFs
167
+ 14.21%
$184.21 - $199.29 $30.8K - $33.3K
1.34K $247K
T
At&T Inc.

Communication Services
323
+ 2.96%
$21.22 - $23.88 $6.85K - $7.71K
11.2K $255K
IBM
International Business Machines Corp

Technology
66
+ 1.1%
$204.9 - $238.04 $13.5K - $15.7K
6.05K $1.33M
RTM
Invesco S&P 500 Equal Weight M

ETFs
1.15K
+ 0.84%
N/A
139K $0
Lam Research Corp
2.67K
New
N/A
2.67K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
31
+ 1.2%
$77.02 - $78.58 $2.39K - $2.44K
2.61K $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.53%
$442.29 - $483.08 $3.54K - $3.86K
1.52K $690K
CAT
Caterpillar Inc

Industrials
72
+ 4.65%
$360.37 - $416.88 $25.9K - $30K
1.62K $587K
AFL
Aflac Inc

Financial Services
2
+ 0.07%
$100.37 - $115.27 $201 - $231
2.85K $294K
MRK
Merck & Co., Inc.

Healthcare
119
+ 4.5%
$96.31 - $114.76 $11.5K - $13.7K
2.76K $274K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.71K
+ 6.5%
$38.37 - $42.82 $334K - $373K
143K $5.48M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.04%
$151.29 - $176.1 $303 - $352
5.59K $850K
EFG
Msci Eafe Growth ETF

ETFs
5.91K
+ 8.98%
$96.83 - $106.88 $572K - $632K
71.7K $6.95M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.2K
+ 7.57%
$34.13 - $37.35 $586K - $642K
244K $8.34M
XLB
Select Sector Spdr Fd Material

ETFs
2.75K
+ 7.51%
$83.8 - $97.58 $230K - $268K
39.3K $3.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.1K
+ 5.22%
$26.93 - $84.95 $326K - $1.03M
244K $6.66M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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