The Analysis of Obsidian Personal Planning Solutions LLC's Holdings
Currently, Obsidian Personal Planning Solutions LLC holds 119 types of securities in its portfolio with a total value $288.0M. In the most recent quarter, they have increased their positions in IBTH (+816.5K shares, valued at $18.4M), SCHD (+27.2K shares, valued at $726.6K), EFG (+4.5K shares, valued at $518.4K); decreased their positions in VUG (-214 shares, valued at $106.8K), RSPM (-2.0K shares, valued at $64.0K), PRF (-1.3K shares, valued at $60.6K); initiated new positions in XOM (+3.6K shares, valued at $416.7K), BLK (+244 shares, valued at $264.2K), LYFT (+12.6K shares, valued at $258.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBTH ISHARES TR1.2M shares225.57%2025-09-302025-11-13
SPIB SPDR SERIES TRUST667.9K shares1.22%2025-09-302025-11-13 IJR ISHARES TR142.4K shares1.95%2025-09-302025-11-13 VTV VANGUARD INDEX FDS83.8K shares2.61%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F298.7K shares3.81%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR458.7K shares6.29%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS278.7K shares3.47%2025-09-302025-11-13 SPYG SPDR SERIES TRUST102.3K shares2.48%2025-09-302025-11-13 EFG ISHARES TR94.2K shares5.00%2025-09-302025-11-13 CGGR CAPITAL GROUP GROWTH ETF237.7K shares4.83%2025-09-302025-11-13 XAR SPDR SERIES TRUST41.5K shares-0.01%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS192.1K shares2.59%2025-09-302025-11-13 CIBR FIRST TR EXCHANGE TRADED FD114.1K shares2.00%2025-09-302025-11-13 XMLV INVESCO EXCH TRADED FD TR II128.1K shares2.59%2025-09-302025-11-13 FLOT ISHARES TR154.8K shares3.03%2025-09-302025-11-13 MDYG SPDR SERIES TRUST76.0K shares3.58%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS134.4K shares1.28%2025-09-302025-11-13 AAPL APPLE INC17.9K shares0.85%2025-09-302025-11-13 VHT VANGUARD WORLD FD17.7K shares3.03%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR51.8K shares8.55%2025-09-302025-11-13 JMUB J P MORGAN EXCHANGE TRADED F76.1K shares10.43%2025-09-302025-11-13 XLB SELECT SECTOR SPDR TR43.2K shares7.22%2025-09-302025-11-13 MEAR ISHARES U S ETF TR68.4K shares3.23%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR61.1K shares8.42%2025-09-302025-11-13 MSFT MICROSOFT CORP5.8K shares14.41%2025-09-302025-11-13 VUG VANGUARD INDEX FDS5.9K shares-3.49%2025-09-302025-11-13 RSPM INVESCO EXCHANGE TRADED FD T60.5K shares-3.22%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS30.8K shares-0.50%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS5.9K shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC6.3K shares5.93%2025-09-302025-11-13 VOO VANGUARD INDEX FDS2.4K shares-1.67%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T28.3K shares-4.48%2025-09-302025-11-13 CAT CATERPILLAR INC1.7K shares-1.22%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F17.5K shares-1.29%2025-09-302025-11-13 GOOGL ALPHABET INC3.0K shares5.98%2025-09-302025-11-13 PEP PEPSICO INC5.5K shares1.51%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.2.6K shares1.38%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR2.6K shares-0.49%2025-09-302025-11-13 RTX RTX CORPORATION4.4K shares10.96%2025-09-302025-11-13 META META PLATFORMS INC1.1K shares3.97%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-4.52%2025-09-302025-11-13 V VISA INC1.8K shares4.35%2025-09-302025-11-13 GOOG ALPHABET INC2.1K shares0.70%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS4.2K shares0.00%2025-09-302025-11-13 MAR MARRIOTT INTL INC NEW2.1K shares89.61%2025-09-302025-11-13 CSX CSX CORP15.0K shares0.00%2025-09-302025-11-13 BAC BANK AMERICA CORP10.0K shares9.52%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON2.8K shares26.10%2025-09-302025-11-13 IVV ISHARES TR758 shares0.00%2025-09-302025-11-13 CGDV CAPITAL GROUP DIVIDEND VALUE11.9K shares4.15%2025-09-302025-11-13 AVGO BROADCOM INC1.3K shares2.59%2025-09-302025-11-13 CAMT CAMTEK LTD3.9K shares-3.05%2025-09-302025-11-13 MCD MCDONALDS CORP1.6K shares-6.54%2025-09-302025-11-13 TXN TEXAS INSTRS INC2.8K shares0.00%2025-09-302025-11-13 UNP UNION PAC CORP2.0K shares-7.89%2025-09-302025-11-13 VOT VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-13 LRCX LAM RESEARCH CORP2.7K shares-0.07%2025-09-302025-11-13 VB VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-13 XOM EXXON MOBIL CORP3.6K sharesnew addition2025-09-302025-11-13 DHR DANAHER CORPORATION1.9K shares-1.13%2025-09-302025-11-13 HON HONEYWELL INTL INC2.1K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC1.9K shares7.44%2025-09-302025-11-13 VXUS VANGUARD STAR FDS5.4K shares0.00%2025-09-302025-11-13 ITA ISHARES TR1.8K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.0K shares0.00%2025-09-302025-11-13 DGRW WISDOMTREE TR4.2K shares0.00%2025-09-302025-11-13 BX BLACKSTONE INC2.5K shares0.60%2025-09-302025-11-13 MA MASTERCARD INCORPORATED666 shares-2.63%2025-09-302025-11-13 CSCO CISCO SYS INC5.0K shares5.29%2025-09-302025-11-13 VBR VANGUARD INDEX FDS1.7K shares0.29%2025-09-302025-11-13 MCK MCKESSON CORP426 shares2.90%2025-09-302025-11-13 VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-13 DTD WISDOMTREE TR4.0K shares0.00%2025-09-302025-11-13 NVDA NVIDIA CORPORATION1.6K shares11.50%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP2.9K shares-0.10%2025-09-302025-11-13 MINT PIMCO ETF TR3.1K shares0.00%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO2.1K shares-0.63%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR3.3K shares0.00%2025-09-302025-11-13 IWR ISHARES TR3.0K shares0.00%2025-09-302025-11-13 COR CENCORA INC854 shares0.00%2025-09-302025-11-13 WM WASTE MGMT INC DEL1.4K shares0.00%2025-09-302025-11-13 T AT&T INC11.4K shares8.63%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP1.3K shares0.00%2025-09-302025-11-13 VOOG VANGUARD ADMIRAL FDS INC615 shares0.00%2025-09-302025-11-13 HD HOME DEPOT INC710 shares5.19%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW2.2K shares0.00%2025-09-302025-11-13 VBK VANGUARD INDEX FDS870 shares-2.25%2025-09-302025-11-13 BLK BLACKROCK INC244 sharesnew addition2025-09-302025-11-13 AFL AFLAC INC2.4K shares-14.45%2025-09-302025-11-13 LYFT LYFT INC12.6K sharesnew addition2025-09-302025-11-13 IAU ISHARES GOLD TR3.4K shares0.00%2025-09-302025-11-13 VGT VANGUARD WORLD FD321 shares0.00%2025-09-302025-11-13 VLO VALERO ENERGY CORP1.5K shares0.00%2025-09-302025-11-13 DE DEERE & CO532 shares0.00%2025-09-302025-11-13 GLD SPDR GOLD TR665 sharesnew addition2025-09-302025-11-13 TFC TRUIST FINL CORP5.4K sharesnew addition2025-09-302025-11-13 TJX TJX COS INC NEW1.7K shares-0.12%2025-09-302025-11-13 AGGY WISDOMTREE TR5.4K shares0.00%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC1.2K shares-9.06%2025-09-302025-11-13 YUM YUM BRANDS INC1.7K shares0.00%2025-09-302025-11-13 VOE VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC2.7K shares-1.63%2025-09-302025-11-13 WMT WALMART INC2.3K shares-6.22%2025-09-302025-11-13 MUB ISHARES TR2.2K shares-6.15%2025-09-302025-11-13 EUAD SPINNAKER ETF SERIES5.2K sharesnew addition2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS2.9K shares9.61%2025-09-302025-11-13 TMUS T-MOBILE US INC1.1K shares2.10%2025-09-302025-11-13 MARM FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-09-302025-11-13 DDWM WISDOMTREE TR5.3K shares-3.15%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO631 shares0.00%2025-09-302025-11-13 HEDJ WISDOMTREE TR4.2K shares0.00%2025-09-302025-11-13 AGG ISHARES TR2.1K sharesnew addition2025-09-302025-11-13 IVW ISHARES TR1.7K sharesnew addition2025-09-302025-11-13 SHOP SHOPIFY INC1.2K sharesnew addition2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-13 ESGU ISHARES TR1.4K shares-10.73%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC5.1K shares-10.61%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available