Obsidian Personal Planning Solutions LLC Incresed Positions in Q1 2025

Obsidian Personal Planning Solutions LLC

  • $223 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171K
+ 70.17%
$27.01 - $28.54 $4.62M - $4.88M
415K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
14.9K
+ 20.83%
$96.1 - $106.37 $1.44M - $1.59M
86.7K $8.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18K
+ 7.36%
$33.84 - $37.77 $609K - $679K
262K $9.55M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
14.9K
+ 26.59%
$77.91 - $92.26 $1.16M - $1.38M
71.1K $5.65M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.17K
+ 11.47%
$157.71 - $180.77 $658K - $754K
40.5K $6.51M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.13K
+ 2.89%
$50.87 - $51.09 $210K - $211K
147K $7.51M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.32K
+ 4.1%
$62.72 - $71.92 $271K - $311K
110K $6.92M
CSX
Csx Corp

Industrials
7.11K
+ 89.87%
$29.11 - $33.67 $207K - $239K
15K $442K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
973
+ 30.25%
$74.87 - $79.99 $72.8K - $77.8K
4.19K $322K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
565
+ 15.63%
$126.11 - $135.06 $71.3K - $76.3K
4.18K $538K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.31K
+ 1.96%
$49.69 - $50.76 $65.1K - $66.5K
68.1K $3.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.12%
$279.74 - $321.29 $559 - $643
1.7K $529K
VZ
Verizon Communications Inc

Communication Services
4
+ 0.07%
$37.81 - $46.49 $151 - $186
5.72K $259K
AFL
Aflac Inc

Financial Services
2
+ 0.07%
$100.99 - $111.19 $202 - $222
2.85K $316K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
440
+ 8.94%
$42.36 - $43.8 $18.6K - $19.3K
5.36K $232K
UNP
Union Pacific Corp

Industrials
1
+ 0.05%
$225.21 - $254.42 $225 - $254
2.17K $511K
WMT
Walmart Inc.

Consumer Defensive
225
+ 10.07%
$84.5 - $105.05 $19K - $23.6K
2.46K $215K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
185
+ 4.58%
$78.0 - $84.37 $14.4K - $15.6K
4.22K $337K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 3.13%
$507.05 - $563.67 $23.8K - $26.5K
1.55K $796K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.92%
$190.26 - $242.06 $19K - $24.2K
5.32K $1.01M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.84K
+ 4.67%
$33.98 - $39.84 $334K - $392K
221K $7.56M
SPYG
Spdr Portfolio

ETFs
1.84K
+ 1.93%
$80.05 - $92.39 $147K - $170K
97.3K $7.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.34K
+ 3.3%
$102.49 - $119.96 $444K - $520K
136K $14.2M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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