Obsidian Personal Planning Solutions LLC Reduced Holdings in Q3 2024

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.74K
- 35.72%
$42.76 - $45.16 $117K - $124K
4.92K $220K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-454
- 14.95%
$76.38 - $78.87 $34.7K - $35.8K
2.58K $203K
MRK
Merck & Co., Inc.

Healthcare
-14
- 0.53%
$111.15 - $128.97 $1.56K - $1.81K
2.64K $300K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-610
- 13.13%
$75.88 - $83.21 $46.3K - $50.8K
4.04K $335K
NVDA
Nvidia Corp

Technology
-147
- 6.98%
$98.91 - $134.91 $14.5K - $19.8K
1.96K $237K
CVX
Chevron Corp

Energy
-8
- 0.48%
$137.88 - $161.97 $1.1K - $1.3K
1.65K $242K
VUG
Vanguard Growth ETF

ETFs
-212
- 3.14%
$341.08 - $391.94 $72.3K - $83.1K
6.54K $2.51M
MUB
Ishares National Muni Bond ETF

ETFs
-93
- 3.87%
$106.13 - $108.7 $9.87K - $10.1K
2.31K $250K
DUK
Duke Energy Corp

Utilities
-346
- 13.84%
$99.35 - $117.71 $34.4K - $40.7K
2.15K $248K
Linde PLC
-1
- 0.21%
N/A
473 $0
MAR
Marriott International Inc

Consumer Cyclical
-44
- 2.18%
$211.35 - $255.11 $9.3K - $11.2K
1.98K $490K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-232
- 6.73%
$70.02 - $76.68 $16.2K - $17.8K
3.22K $246K
JNJ
Johnson & Johnson

Healthcare
-195
- 8.03%
$145.48 - $167.38 $28.4K - $32.6K
2.23K $361K
V
Visa Inc.

Financial Services
-45
- 2.51%
$253.74 - $291.56 $11.4K - $13.1K
1.75K $481K
CSCO
Cisco Systems, Inc.

Technology
-158
- 3.25%
$44.74 - $53.22 $7.07K - $8.41K
4.71K $250K
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.77%
$160.76 - $177.82 $3.86K - $4.27K
3.08K $532K
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.12%
$194.9 - $224.8 $585 - $674
2.58K $544K
VBR
Vanguard Small Cap Value ETF

ETFs
-28
- 1.58%
$179.99 - $201.6 $5.04K - $5.64K
1.75K $350K
T
At&T Inc.

Communication Services
-53
- 0.48%
$18.21 - $22.28 $965 - $1.18K
10.9K $239K
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.24%
$214.77 - $237.72 $859 - $951
1.66K $393K
CAT
Caterpillar Inc

Industrials
-172
- 10.0%
$316.8 - $391.12 $54.5K - $67.3K
1.55K $605K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.81%
$801.83 - $917.05 $7.22K - $8.25K
1.11K $983K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17
- 0.47%
$117.9 - $128.2 $2K - $2.18K
3.61K $463K
UNP
Union Pacific Corp

Industrials
-32
- 1.46%
$221.78 - $256.09 $7.1K - $8.19K
2.17K $533K
AXP
American Express CO

Financial Services
-11
- 1.04%
$225.92 - $271.17 $2.49K - $2.98K
1.05K $283K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.85%
$333.64 - $405.2 $2K - $2.43K
699 $283K
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.17%
$163.84 - $199.33 $492 - $598
1.8K $354K
DHR
Danaher Corp

Healthcare
-38
- 1.83%
$239.25 - $280.76 $9.09K - $10.7K
2.04K $566K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-467
- 2.41%
$41.9 - $48.26 $19.6K - $22.5K
18.9K $906K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.3%
$453.41 - $572.44 $1.36K - $1.72K
986 $564K
VEA
Vanguard Ftse Developed Market

ETFs
-661
- 2.05%
$47.6 - $53.31 $31.5K - $35.2K
31.6K $1.67M
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 2.17%
$245.82 - $304.51 $9.34K - $11.6K
1.71K $520K
IBM
International Business Machines Corp

Technology
-7
- 0.12%
$175.1 - $223.38 $1.23K - $1.56K
5.98K $1.32M
AAPL
Apple Inc.

Technology
-95
- 0.53%
$207.23 - $234.82 $19.7K - $22.3K
17.9K $4.18M
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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