Obsidian Personal Planning Solutions LLC Reduced Holdings in Q2 2024

Obsidian Personal Planning Solutions LLC

  • $159 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-896
- 37.15%
$396.73 - $420.24 $355K - $377K
1.52K $616K
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 15.49%
$163.33 - $183.11 $167K - $188K
5.59K $921K
IBM
International Business Machines Corp

Technology
-95
- 1.56%
$164.43 - $190.9 $15.6K - $18.1K
5.99K $1.04M
V
Visa Inc.

Financial Services
-241
- 11.83%
$262.47 - $281.5 $63.3K - $67.8K
1.8K $471K
UNP
Union Pacific Corp

Industrials
-190
- 7.96%
$221.38 - $247.4 $42.1K - $47K
2.2K $497K
MSFT
Microsoft Corp

Technology
-486
- 8.47%
$389.33 - $452.85 $189K - $220K
5.25K $2.35M
YUM
Yum Brands Inc

Consumer Cyclical
-360
- 16.06%
$131.96 - $143.19 $47.5K - $51.5K
1.88K $249K
VEA
Vanguard Ftse Developed Market

ETFs
-269
- 0.83%
$47.83 - $51.21 $12.9K - $13.8K
32.3K $1.59M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-457
- 13.08%
$75.81 - $76.76 $34.6K - $35.1K
3.04K $232K
CSX
Csx Corp

Industrials
-164
- 2.15%
$32.18 - $36.78 $5.28K - $6.03K
7.46K $249K
VB
Vanguard Small Cap ETF

ETFs
-25
- 1.48%
$210.76 - $226.94 $5.27K - $5.67K
1.66K $362K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-490
- 10.08%
$47.74 - $48.54 $23.4K - $23.8K
4.37K $212K
CSCO
Cisco Systems, Inc.

Technology
-76
- 1.54%
$45.52 - $50.04 $3.46K - $3.8K
4.86K $231K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5
- 0.54%
$237.63 - $258.31 $1.19K - $1.29K
929 $232K
AXP
American Express CO

Financial Services
-19
- 1.76%
$217.5 - $243.08 $4.13K - $4.62K
1.06K $244K
HON
Honeywell International Inc

Industrials
-26
- 1.13%
$190.36 - $215.89 $4.95K - $5.61K
2.27K $483K
T
At&T Inc.

Communication Services
-41
- 0.37%
$16.09 - $19.11 $660 - $784
10.9K $209K
TXN
Texas Instruments Inc

Technology
-60
- 2.11%
$159.68 - $202.54 $9.58K - $12.2K
2.79K $542K
CAMT
Camtek LTD

Technology
-1.45K
- 24.88%
$74.68 - $125.24 $108K - $182K
4.38K $548K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 4.28%
$704.88 - $870.75 $35.2K - $43.5K
1.12K $950K
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.19%
$150.53 - $185.41 $903 - $1.11K
3.09K $563K
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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