Obsidian Personal Planning Solutions LLC Portfolio Holdings by Sector
Obsidian Personal Planning Solutions LLC
- $153 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV IJR SPSB SPIB SPDW VMBS XMLV SPYG 48 stocks |
$127,179
83.16% of portfolio
|
  29  
|
  15  
|
  12  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,091
2.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT FOUR 2 stocks |
$2,803
1.83% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV AMGN 4 stocks |
$1,311
0.86% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1,275
0.83% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$1,161
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,157
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
CAMT LRCX AMAT 3 stocks |
$1,093
0.71% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP DFS 3 stocks |
$1,026
0.67% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,014
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP CSX 2 stocks |
$869
0.57% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$859
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$858
0.56% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$855
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$851
0.56% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$801
0.52% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$518
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$509
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$503
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN 1 stocks |
$496
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$470
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$445
0.29% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG 1 stocks |
$426
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$383
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$380
0.25% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$328
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$309
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$272
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$260
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$256
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$255
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$246
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$240
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$224
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$217
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|