Obsidian Personal Planning Solutions LLC Reduced Holdings in Q1 2025

Obsidian Personal Planning Solutions LLC

  • $223 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
-98.4K
- 76.52%
$39.4 - $42.61 $3.88M - $4.19M
30.2K $1.22M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-105K
- 13.99%
$32.5 - $33.3 $3.4M - $3.49M
643K $21.4M
VTV
Vanguard Value ETF

ETFs
-15.9K
- 16.52%
$167.73 - $179.21 $2.67M - $2.85M
80.4K $13.9M
AAPL
Apple Inc.

Technology
-405
- 2.29%
$209.68 - $247.1 $84.9K - $100K
17.2K $3.83M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.4K
- 9.39%
$37.07 - $40.63 $497K - $545K
129K $5.09M
VUG
Vanguard Growth ETF

ETFs
-163
- 2.59%
$369.1 - $427.61 $60.2K - $69.7K
6.13K $2.27M
MSFT
Microsoft Corp

Technology
-36
- 0.71%
$375.39 - $447.2 $13.5K - $16.1K
5.05K $1.9M
MAR
Marriott International Inc

Consumer Cyclical
-360
- 17.83%
$237.01 - $304.45 $85.3K - $110K
1.66K $395K
CAMT
Camtek LTD

Technology
-377
- 8.61%
$58.63 - $107.14 $22.1K - $40.4K
4K $234K
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.03%
$154.33 - $206.19 $154 - $206
3.25K $502K
XLK
Technology Sector Spdr

ETFs
-5
- 0.2%
$206.38 - $242.18 $1.03K - $1.21K
2.47K $508K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.25K
- 2.82%
$44.68 - $46.49 $235K - $244K
181K $8.38M
CAT
Caterpillar Inc

Industrials
-6
- 0.37%
$326.75 - $407.63 $1.96K - $2.45K
1.61K $532K
HON
Honeywell International Inc

Industrials
-72
- 3.39%
$202.75 - $226.52 $14.6K - $16.3K
2.05K $434K
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 5.37%
$554.06 - $615.85 $23.8K - $26.5K
758 $425K
VBK
Vanguard Small Cap Growth ETF

ETFs
-63
- 6.61%
$247.97 - $296.33 $15.6K - $18.7K
890 $224K
PEP
Pepsico Inc

Consumer Defensive
-159
- 2.84%
$142.64 - $156.42 $22.7K - $24.9K
5.43K $814K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-2.33K
- 1.87%
$59.15 - $62.71 $138K - $146K
122K $7.54M
BAC
Bank Of America Corp

Financial Services
-172
- 1.86%
$39.61 - $47.74 $6.81K - $8.21K
9.09K $379K
VBR
Vanguard Small Cap Value ETF

ETFs
-27
- 1.54%
$183.02 - $207.75 $4.94K - $5.61K
1.72K $320K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.03K
- 5.5%
$42.5 - $46.71 $43.9K - $48.2K
17.7K $803K
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 3.02%
$347.25 - $424.87 $7.29K - $8.92K
675 $247K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-873
- 12.79%
$34.25 - $37.6 $29.9K - $32.8K
5.95K $218K
VO
Vanguard Mid Cap ETF

ETFs
-34
- 2.81%
$251.87 - $277.95 $8.56K - $9.45K
1.18K $304K
MEAR
Blackrock Short Maturity Munic

ETFs
-482
- 0.73%
$49.97 - $50.36 $24.1K - $24.3K
65.1K $3.27M
TJX
Tjx Companies Inc

Consumer Cyclical
-44
- 2.47%
$112.81 - $126.16 $4.96K - $5.55K
1.74K $211K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-75.9K
- 54.49%
N/A
63.4K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10
- 0.38%
$76.94 - $78.28 $769 - $783
2.6K $203K
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.53%
$158.56 - $176.26 $1.74K - $1.94K
2.07K $352K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.19%
$890.62 - $1076.86 $1.78K - $2.15K
1.06K $1M
YUM
Yum Brands Inc

Consumer Cyclical
-84
- 4.47%
$123.25 - $162.53 $10.4K - $13.7K
1.8K $282K
XLB
Select Sector Spdr Fd Material

ETFs
-406
- 1.03%
$83.19 - $90.99 $33.8K - $36.9K
38.9K $3.35M
WM
Waste Management Inc

Industrials
-9
- 0.62%
$200.54 - $233.78 $1.8K - $2.1K
1.44K $333K
JNJ
Johnson & Johnson

Healthcare
-25
- 1.12%
$142.06 - $167.7 $3.55K - $4.19K
2.21K $366K
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 0.1%
$211.3 - $272.83 $211 - $273
1.05K $280K
V
Visa Inc.

Financial Services
-21
- 1.19%
$306.92 - $362.71 $6.45K - $7.62K
1.74K $610K
ABBV
Abb Vie Inc.

Healthcare
-2
- 0.11%
$169.2 - $216.66 $338 - $433
1.75K $367K
T
At&T Inc.

Communication Services
-126
- 1.12%
$21.56 - $28.28 $2.72K - $3.56K
11.1K $313K
VEA
Vanguard Ftse Developed Market

ETFs
-48
- 0.15%
$47.4 - $52.99 $2.28K - $2.54K
31K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.79%
$442.66 - $534.52 $5.31K - $6.41K
1.51K $805K
IBM
International Business Machines Corp

Technology
-83
- 1.37%
$217.4 - $264.74 $18K - $22K
5.96K $1.48M
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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