Obsidian Personal Planning Solutions LLC Reduced Holdings in Q4 2024

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-610
- 1.93%
$47.57 - $52.44 $29K - $32K
31K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
-998
- 32.42%
$161.05 - $179.7 $161K - $179K
2.08K $348K
MSFT
Microsoft Corp

Technology
-216
- 4.07%
$406.35 - $454.46 $87.8K - $98.2K
5.09K $2.14M
DHR
Danaher Corp

Healthcare
-85
- 4.17%
$226.16 - $274.52 $19.2K - $23.3K
1.95K $448K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-170
- 0.9%
$44.04 - $49.49 $7.49K - $8.41K
18.8K $826K
VZ
Verizon Communications Inc

Communication Services
-349
- 5.75%
$39.6 - $45.21 $13.8K - $15.8K
5.72K $228K
ABBV
Abb Vie Inc.

Healthcare
-40
- 2.23%
$164.99 - $203.87 $6.6K - $8.15K
1.76K $311K
CVX
Chevron Corp

Energy
-273
- 16.56%
$141.15 - $162.53 $38.5K - $44.4K
1.38K $199K
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.94%
$288.47 - $316.54 $4.62K - $5.06K
1.69K $491K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.43%
$385.02 - $431.37 $1.16K - $1.29K
696 $270K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-53
- 3.28%
$124.61 - $133.96 $6.6K - $7.1K
1.56K $201K
VB
Vanguard Small Cap ETF

ETFs
-13
- 0.78%
$233.76 - $261.58 $3.04K - $3.4K
1.65K $395K
TJX
Tjx Companies Inc

Consumer Cyclical
-3
- 0.17%
$112.15 - $127.2 $336 - $382
1.78K $215K
HON
Honeywell International Inc

Industrials
-140
- 6.18%
$202.84 - $236.0 $28.4K - $33K
2.13K $480K
BK
Bank Of New York Mellon Corp

Financial Services
-14
- 0.47%
$70.82 - $81.87 $991 - $1.15K
2.95K $226K
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 0.09%
$206.1 - $246.94 $206 - $247
1.05K $232K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.1%
$554.08 - $632.68 $554 - $633
985 $580K
AXP
American Express CO

Financial Services
-1
- 0.1%
$267.35 - $305.57 $267 - $306
1.05K $310K
BAC
Bank Of America Corp

Financial Services
-8
- 0.09%
$39.22 - $47.77 $314 - $382
9.26K $407K
GOOG
Alphabet Inc.

Communication Services
-25
- 1.14%
$163.08 - $198.16 $4.08K - $4.95K
2.16K $411K
JPM
Jpmorgan Chase & CO

Financial Services
-42
- 1.63%
$205.18 - $250.29 $8.62K - $10.5K
2.54K $608K
VUG
Vanguard Growth ETF

ETFs
-246
- 3.76%
$378.79 - $428.11 $93.2K - $105K
6.3K $2.58M
AAPL
Apple Inc.

Technology
-289
- 1.61%
$221.69 - $259.02 $64.1K - $74.9K
17.7K $4.42M
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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