Obsidian Personal Planning Solutions LLC Portfolio Holdings

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024

Obsidian Personal Planning Solutions LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $24.4M, Schwab Strategic Tr Us Dividen with a value of $19.6M, Vanguard Value ETF with a value of $16.1M, Ishares Core S&P Sm Cap ETF with a value of $14.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $8.53M.

Examining the 13F form we can see an increase of $43.1M in the current position value, from $159M to 202M.

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

Portfolio value $202 Million
ETFs: $176 Million
Technology: $9.63 Million
Financial Services: $3.91 Million
Industrials: $3.09 Million
Consumer Cyclical: $2.67 Million
Consumer Defensive: $2.47 Million
Communication Services: $2.19 Million
Healthcare: $1.79 Million
Other: $730,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7B
$349,000 0.17% of portfolio
4,377
Q2 2024 Reduced 24.88%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $202 Million
  • Prior Value $159 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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