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  Name: Obsidian Personal Planning Solutions LLC
  City: ROCKVILLE
  State: MD
  Zip: 20850
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,308,000
  Total Value Change : $20,910,000
  Securities Held Change : 18
   
All Securities Held : 99
  New Positions : 21
  Closed Positions : 6
  Increased Positions : 34
  Unchanged Positions : 7
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TXN)1 Year Chart         TXN Texas Instruments Inc 37 - $195.61 $503,000 2,850 0.33% 17,000 0 0    Semiconductor- Broad...
   (CAMT)1 Year Chart         CAMT Camtek Ltd 42 - $109.42 $472,000 5,827 0.31% 68,000 0 0.015    Scientific & Technica...
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 57 - $0.00 $321,000 7,614 0.21% -14,000 0 0.031    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 61 - $100.33 $310,000 3,086 0.2% 2,000 0 0.002    Closed - End Fund - Debt
   (BX)1 Year Chart         BX Blackstone Group LP 64 - $120.62 $292,000 2,500 0.19% -35,000 0 0    Asset Management
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 68 - $106.16 $256,000 2,403 0.17% -5,000 0 0    Closed - End Fund - E...
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 83 - $0.00 $229,000 1,761 0.15% 6,000 0 0.002    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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