Obsidian Personal Planning Solutions LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $159 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $13.8M, Ishares Core S&P Sm Cap ETF with a value of $11.7M, Spdr Portfolio Short Term Corp with a value of $10.5M, Spdr Portfolio Intermediate Te with a value of $9M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.16M.

Examining the 13F form we can see an increase of $6.34M in the current position value, from $153M to 159M.

Below you can find more details about Obsidian Personal Planning Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $135 Million
Technology: $9.88 Million
Financial Services: $2.78 Million
Industrials: $2.51 Million
Consumer Defensive: $2.38 Million
Consumer Cyclical: $2.34 Million
Communication Services: $1.92 Million
Healthcare: $1.75 Million
Other: $1.11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $159 Million
  • Prior Value $153 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Obsidian Personal Planning Solutions LLC Portfolio

Follow Obsidian Personal Planning Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.