Obsidian Personal Planning Solutions LLC Portfolio Holdings

Obsidian Personal Planning Solutions LLC

  • $159 Million
  • Q2 2024

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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71B
$548,000 0.34% of portfolio
4,377
Q2 2024 Reduced 24.88%

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
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