Obsidian-Personal-Planning-Solutions
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABBV", "GOOGL", "AXP", "T", "CAT", "AVGO", null, "DUK", "HON", "HD", null, "MCD", null, "UNP", "MUB", "META", null, null, null, "LIN", "MA", "MSFT", "TMUS", "BX", "IJR", "EFG", "VHT", null, "PEP", "PGR", "IVV", null, "AAPL", null, "PG", "MRK", "VZ", null, "SHW", "RTX", "SPDW", null, null, null, "SPYG", null, "IBM", "TXN", "TJX", "VO", "VWO", null, null, "PRF", "XLB", "VYM", null, null, null, "AFL", "WM", "AMZN", "VUG", "VEA", "VOOV", null, "VXUS", "VOOG", "VBK", "BND", "VBR", "VOT", "BSV", "VB", "VOO", "VTV", "V", "WMT", null, null, null, null, "YUM", null, "SCHD", null, null, null, "MCK", "BAC", "BK", "BRK-B", "CAMT", "CSCO", "COST", "CSX", "DHR", "DE", "DFS", "MAR", "GOOG", "JNJ", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 105
- Total Value
- 223907708
- Accession Number
- 0001986152-25-000046
- Form Type
- 13F-HR
- Manager Name
- Obsidian-Personal-Planning-Solutions
Data Enrichment
72% identified76 identified29 unidentified
Holdings
105 positions • $223.9M total value
Manager:
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Page 3 of 6
Shares:2.1K
Value:$432.4K
% of Portfolio:0.2% ($432.4K/$223.9M)
Shares:1.7K
Value:$395.8K
% of Portfolio:0.2% ($395.8K/$223.9M)
14020W106
Shares:10.2K
Value:$355.5K
% of Portfolio:0.2% ($355.5K/$223.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.2K | All Managers (Combined) | $519.9K | 0.2% ($519.9K/$223.9M) | |||
| 2.5K | QoQ -0.20% (-5)YoY +0.81% (+20) | All Managers (Combined) | $517.6K | 0.2% ($517.6K/$223.9M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 3.2K | QoQ -0.03% (-1)YoY +4.84% (+150) | All Managers (Combined) | $516.0K | 0.2% ($516.0K/$223.9M) | |
CATERPILLAR INC(CATcusip149123101) | 1.6K | QoQ -0.37% (-6)YoY -6.16% (-106) | All Managers (Combined) | $499.2K | 0.2% ($499.2K/$223.9M) | |
| 4.0K | QoQ 0.00% (-0)YoY +0.48% (+19) | All Managers (Combined) | $498.5K | 0.2% ($498.5K/$223.9M) | ||
| 2.2K | QoQ +0.04% (-1)YoY -9.25% (-221) | All Managers (Combined) | $467.1K | 0.2% ($467.1K/$223.9M) | ||
| 2.8K | QoQ 0.00% (-0)YoY -2.10% (-60) | All Managers (Combined) | $446.5K | 0.2% ($446.5K/$223.9M) | ||
| 2.1K | QoQ -3.38% (-72) | All Managers (Combined) | $432.4K | 0.2% ($432.4K/$223.9M) | ||
| 758 | QoQ -5.36% (-43) | All Managers (Combined) | $422.9K | 0.2% ($422.9K/$223.9M) | ||
| 15.0K | All Managers (Combined) | $421.6K | 0.2% ($421.6K/$223.9M) | |||
| 1.7K | All Managers (Combined) | $395.8K | 0.2% ($395.8K/$223.9M) | |||
| 2.0K | QoQ 0.00% (-0)YoY -5.92% (-123) | All Managers (Combined) | $389.3K | 0.2% ($389.3K/$223.9M) | ||
| 1.5K | All Managers (Combined) | $371.9K | 0.2% ($371.9K/$223.9M) | |||
| 9.1K | QoQ -1.85% (-172)YoY -0.82% (-76) | All Managers (Combined) | $362.6K | 0.2% ($362.6K/$223.9M) | ||
| 1.6K | QoQ 0.00% (-0)YoY -2.48% (-42) | All Managers (Combined) | $356.0K | 0.2% ($356.0K/$223.9M) | ||
(cusip14020W106)✕ | 10.2K | QoQ 0.00% (-0) | All Managers (Combined) | $355.5K | 0.2% ($355.5K/$223.9M) | |
Alphabet Inc.(GOOGcusip02079K107) | 2.2K | QoQ 0.00% (-0)YoY -1.14% (-25) | All Managers (Combined) | $347.8K | 0.2% ($347.8K/$223.9M) | |
| 2.2K | QoQ -1.12% (-25)YoY -8.61% (-208) | All Managers (Combined) | $345.0K | 0.2% ($345.0K/$223.9M) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 1.8K | QoQ -0.11% (-2)YoY -2.50% (-45) | All Managers (Combined) | $342.0K | 0.2% ($342.0K/$223.9M) | |
| 2.1K | All Managers (Combined) | $336.4K | 0.2% ($336.4K/$223.9M) |