Obsidian Personal Planning Solutions LLC Incresed Positions in Q2 2025

Obsidian Personal Planning Solutions LLC

  • $244 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
960
+ 2.37%
$144.94 - $210.94 $139K - $203K
41.5K $8.75M
SPYG
Spdr Portfolio

ETFs
2.53K
+ 2.6%
$71.83 - $95.32 $182K - $241K
99.9K $9.52M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.17K
+ 2.8%
$30.53 - $40.65 $188K - $251K
227K $9.22M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.05K
+ 1.87%
$57.46 - $75.58 $118K - $155K
112K $8.45M
EFG
Msci Eafe Growth ETF

ETFs
2.98K
+ 3.44%
$89.8 - $112.0 $268K - $334K
89.7K $10M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.1K
+ 2.71%
$32.66 - $40.75 $232K - $289K
269K $10.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
47.8K
+ 15.22%
$22.3 - $22.57 $1.07M - $1.08M
362K $8.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.08K
+ 3.01%
$90.56 - $109.49 $369K - $447K
140K $15.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.4K
+ 2.55%
$32.62 - $33.58 $535K - $550K
660K $22.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.29K
+ 3.21%
$70.44 - $86.87 $161K - $198K
73.4K $6.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
903
+ 58.26%
$456.74 - $568.03 $412K - $513K
2.45K $1.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.37K
+ 2.61%
$34.72 - $42.74 $117K - $144K
133K $5.67M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 1.55%
$153.67 - $176.74 $191K - $220K
81.6K $14.4M
JPIE
J P Morgan Exchange Traded Fd
8.83K
+ 3.16%
$45.12 - $46.32 $398K - $409K
288K $13.3M
VUG
Vanguard Growth ETF

ETFs
5
+ 0.08%
$329.49 - $438.4 $1.65K - $2.19K
6.14K $2.69M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.38K
+ 3.53%
$45.2 - $46.6 $288K - $297K
187K $8.68M
AMZN
Amazon Com Inc

Consumer Cyclical
618
+ 11.62%
$167.32 - $223.3 $103K - $138K
5.94K $1.3M
XLF
Financial Sector Spdr

ETFs
2.51K
+ 4.65%
$43.92 - $52.37 $110K - $131K
56.4K $2.95M
META
Meta Platforms, Inc.

Communication Services
98
+ 9.95%
$484.66 - $738.09 $47.5K - $72.3K
1.08K $799K
XLB
Select Sector Spdr Fd Material

ETFs
1.32K
+ 3.39%
$74.27 - $88.92 $98K - $117K
40.3K $3.53M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.71K
+ 2.21%
$55.57 - $62.73 $150K - $170K
125K $7.7M
XLK
Technology Sector Spdr

ETFs
166
+ 6.73%
$179.73 - $253.23 $29.8K - $42K
2.63K $666K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.11K
+ 2.11%
$50.1 - $51.02 $156K - $159K
150K $7.67M
CAT
Caterpillar Inc

Industrials
112
+ 6.94%
$273.94 - $388.21 $30.7K - $43.5K
1.73K $670K
MA
Mastercard Inc

Financial Services
200
+ 41.32%
$479.92 - $590.74 $96K - $118K
684 $384K
CGDV
Capital Group Divid Value ETF

ETFs
1.27K
+ 12.52%
$31.93 - $39.49 $40.7K - $50.3K
11.4K $452K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
437
+ 8.81%
$55.54 - $69.09 $24.3K - $30.2K
5.4K $372K
MEAR
Blackrock Short Maturity Munic

ETFs
1.16K
+ 1.79%
$49.74 - $50.27 $57.9K - $58.5K
66.3K $3.33M
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$34.39 - $47.46 $34.4 - $47.5
9.09K $430K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
856
+ 1.26%
$48.46 - $50.2 $41.5K - $43K
68.9K $3.42M
V
Visa Inc.

Financial Services
5
+ 0.29%
$308.27 - $373.31 $1.54K - $1.87K
1.75K $620K
VZ
Verizon Communications Inc

Communication Services
3
+ 0.05%
$41.67 - $45.62 $125 - $137
5.72K $247K
UNP
Union Pacific Corp

Industrials
1
+ 0.05%
$208.27 - $238.46 $208 - $238
2.17K $498K
AFL
Aflac Inc

Financial Services
2
+ 0.07%
$99.77 - $112.45 $200 - $225
2.85K $300K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$285.55 - $321.23 $286 - $321
1.7K $495K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.04%
$128.02 - $151.37 $256 - $303
5.43K $717K
VHT
Vanguard Health Care ETF

ETFs
503
+ 3.01%
$236.71 - $261.92 $119K - $132K
17.2K $4.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.8K
+ 4.05%
$24.32 - $27.87 $408K - $468K
432K $11.4M
XLE
Energy Sector Spdr

ETFs
2.52K
+ 5.58%
$76.44 - $94.13 $192K - $237K
47.7K $4.04M
AAPL
Apple Inc.

Technology
506
+ 2.93%
$172.42 - $223.89 $87.2K - $113K
17.8K $3.64M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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