MondegarAI
OBSIDIAN CIO, LLC

Q2 2024 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2024-07-26 · accession 0001843581-24-000004

$421.0M
Reported value
142
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$58.2M13.8%195,563CommonNONE
464287804IJRISHARES TR$26.8M6.36%250,995CommonNONE
464287200IVVISHARES TR$24.1M5.72%44,032CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$22.2M5.27%220,233CommonNONE
922908637VVVANGUARD INDEX FDS$21.9M5.21%87,856CommonNONE
922908744VTVVANGUARD INDEX FDS$18.7M4.44%116,525CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$15.6M3.70%279,502CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$15.2M3.61%301,562CommonNONE
464288885EFGISHARES TR$14.9M3.54%145,650CommonNONE
464288877EFVISHARES TR$14.7M3.50%278,033CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$14.7M3.48%266,089CommonNONE
302635206FSKFS KKR CAP CORP$14.4M3.42%729,087CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$14.1M3.35%243,539CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$11.0M2.61%241,868CommonNONE
037833100AAPLAPPLE INC$10.9M2.60%51,937CommonNONE
922908736VUGVANGUARD INDEX FDS$10.0M2.37%26,705CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$9.2M2.18%210,213CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$9.0M2.14%221,089CommonNONE
67066G104NVDANVIDIA CORPORATION$6.8M1.61%54,972CommonNONE
922908363VOOVANGUARD INDEX FDS$3.4M0.80%6,699CommonNONE
69344A107PULSPGIM ETF TR$3.2M0.77%65,106CommonNONE
464288679SHVISHARES TR$3.2M0.75%28,741CommonNONE
464288448IDVISHARES TR$3.0M0.72%109,816CommonNONE
88160R101TSLATESLA INC$3.0M0.71%15,167CommonNONE
46432F842IEFAISHARES TR$3.0M0.71%41,233CommonNONE
707569109PENNPENN ENTERTAINMENT INC$2.8M0.66%144,497CommonNONE
071734107BHCBAUSCH HEALTH COS INC$2.6M0.61%371,129CommonNONE
594918104MSFTMICROSOFT CORP$2.5M0.61%5,704CommonNONE
080694102OZBELPOINTE PREP LLC$2.4M0.58%41,926CommonNONE
023135106AMZNAMAZON COM INC$2.4M0.58%12,557CommonNONE
30303M102METAMETA PLATFORMS INC$2.3M0.55%4,589CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M0.52%4,039CommonNONE
11135F101AVGOBROADCOM INC$1.7M0.41%1,081CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.7M0.40%33,179CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.39%3,986CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.6M0.38%2,178CommonNONE
79589L106IOTSAMSARA INC$1.5M0.36%44,811CommonNONE
02079K305GOOGLALPHABET INC$1.5M0.35%8,051CommonNONE
46438F101IBITISHARES BITCOIN TR$1.4M0.32%39,746CommonNONE
464288802SUSAISHARES TR$1.3M0.31%11,796CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.31%2,294CommonNONE
464287309IVWISHARES TR$1.2M0.29%13,226CommonNONE
92826C839VVISA INC$1.1M0.26%4,225CommonNONE
46090E103QQQINVESCO QQQ TR$983,4540.23%2,053CommonNONE
17275R102CSCOCISCO SYS INC$982,2910.23%20,675CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$862,0090.20%16,191CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$861,1140.20%52,475CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$806,3490.19%45,972CommonNONE
09260Q108BTXBLACKROCK INNOVATION AND GRW$773,9060.18%107,041CommonNONE
02079K107GOOGALPHABET INC$770,6100.18%4,201CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$743,0560.18%3,285CommonNONE
742718109PGPROCTER AND GAMBLE CO$734,2440.17%4,452CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$707,0960.17%17,026CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$680,2020.16%3,363CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$676,7030.16%11,939CommonNONE
46429B697USMVISHARES TR$638,0630.15%7,600CommonNONE
532457108LLYELI LILLY & CO$625,7750.15%691CommonNONE
833445109SNOWSNOWFLAKE INC$573,0520.14%4,242CommonNONE
30231G102XOMEXXON MOBIL CORP$572,8030.14%4,976CommonNONE
464287226AGGISHARES TR$565,1990.13%5,823CommonNONE
654106103NKENIKE INC$554,4370.13%7,356CommonNONE
67092P805NUDMNUSHARES ETF TR$547,2090.13%17,578CommonNONE
717081103PFEPFIZER INC$541,2310.13%19,344CommonNONE
48251W104KKRKKR & CO INC$530,8310.13%5,044CommonNONE
92189F676SMHVANECK ETF TRUST$511,2330.12%1,961CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$493,0830.12%12,834CommonNONE
69374H881COWZPACER FDS TR$487,6250.12%8,949CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$486,0620.12%15,874CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$456,6520.11%9,857CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$449,6960.11%5,783CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$432,9070.10%2,970CommonNONE
67092P201NULGNUSHARES ETF TR$421,6190.10%5,195CommonNONE
79466L302CRMSALESFORCE INC$414,2680.10%1,611CommonNONE
009066101ABNBAIRBNB INC$393,0250.09%2,592CommonNONE
166764100CVXCHEVRON CORP NEW$390,8710.09%2,499CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$377,9070.09%9,193CommonNONE
478160104JNJJOHNSON & JOHNSON$367,7880.09%2,516CommonNONE
92204A884VOXVANGUARD WORLD FD$351,4330.08%2,543CommonNONE
67092P300NULVNUSHARES ETF TR$347,8790.08%9,206CommonNONE
922908769VTIVANGUARD INDEX FDS$344,9570.08%1,290CommonNONE
254687106DISDISNEY WALT CO$337,6830.08%3,401CommonNONE
464287507IJHISHARES TR$336,5050.08%5,750CommonNONE
46435U663ESMLISHARES TR$332,4310.08%8,635CommonNONE
723760104XMIOXPIONEER MUN HIGH INCOME OPPO$332,3860.08%28,531CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$332,1920.08%16,593CommonNONE
464287523SOXXISHARES TR$328,5860.08%1,332CommonNONE
46435U135IHAKISHARES TR$327,2520.08%7,122CommonNONE
437076102HDHOME DEPOT INC$323,3320.08%939CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$323,0780.08%714CommonNONE
025816109AXPAMERICAN EXPRESS CO$322,8610.08%1,394CommonNONE
194162103CLCOLGATE PALMOLIVE CO$320,8320.08%3,306CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$317,4050.08%19,900CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$312,8320.07%1,714CommonNONE
548661107LOWLOWES COS INC$309,9750.07%1,406CommonNONE
464287598IWDISHARES TR$308,8450.07%1,770CommonNONE
060505104BACBANK AMERICA CORP$308,4780.07%7,757CommonNONE
30303M102METAMETA PLATFORMS INC$302,5320.07%600PUTNONE
744320102PRUPRUDENTIAL FINL INC$288,1930.07%2,459CommonNONE
464287648IWOISHARES TR$285,7580.07%1,088CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$284,9410.07%1,734CommonNONE
58933Y105MRKMERCK & CO INC$277,6390.07%2,243CommonNONE
464287408IVEISHARES TR$272,2080.06%1,496CommonNONE
92204A504VHTVANGUARD WORLD FD$269,3380.06%1,013CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$268,4580.06%2,945CommonNONE
911363109URIUNITED RENTALS INC$264,2950.06%409CommonNONE
97717X669DGRWWISDOMTREE TR$262,2780.06%3,360CommonNONE
00287Y109ABBVABBVIE INC$260,2420.06%1,517CommonNONE
92204A405VFHVANGUARD WORLD FD$253,7020.06%2,540CommonNONE
82509L107SHOPSHOPIFY INC$253,0380.06%3,831CommonNONE
191216100KOCOCA COLA CO$252,8310.06%3,972CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$251,6790.06%6,256CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$251,6720.06%15,478CommonNONE
91529Y106UNMUNUM GROUP$249,3080.06%4,878CommonNONE
539830109LMTLOCKHEED MARTIN CORP$245,2280.06%525CommonNONE
958102105WDCWESTERN DIGITAL CORP.$243,0700.06%3,208CommonNONE
56585A102MPCMARATHON PETE CORP$239,8760.06%1,383CommonNONE
78463V107GLDSPDR GOLD TR$237,3710.06%1,104CommonNONE
46434G103IEMGISHARES INC$235,5390.06%4,400CommonNONE
036752103ELVELEVANCE HEALTH INC$233,8730.06%432CommonNONE
57636Q104MAMASTERCARD INCORPORATED$233,8190.06%530CommonNONE
78468R796SPYXSPDR SER TR$223,0450.05%5,001CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$220,3260.05%1,808CommonNONE
92204A603VISVANGUARD WORLD FD$220,2950.05%937CommonNONE
464287721IYWISHARES TR$219,9920.05%1,462CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$219,0470.05%430CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$217,9250.05%1,260CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$217,5720.05%1,193CommonNONE
92204A108VCRVANGUARD WORLD FD$216,4450.05%693CommonNONE
855244109SBUXSTARBUCKS CORP$216,4080.05%2,780CommonNONE
00214Q104ARKKARK ETF TR$214,5730.05%4,882CommonNONE
097023105BABOEING CO$212,5880.05%1,168CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$212,1710.05%1,308CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$210,3710.05%549CommonNONE
464287242LQDISHARES TR$202,9480.05%1,895CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$202,5360.05%2,159CommonNONE
27901F109XTEAXECOFIN SUSTAINABLE AND SOCIA$194,2890.05%16,880CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$138,3050.03%12,806CommonNONE
56400P706MNKDMANNKIND CORP$52,2000.01%10,000CommonNONE
62914V106NIONIO INC$47,2530.01%11,359CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$35,7600.01%12,000CommonNONE
855244109SBUXSTARBUCKS CORP$31,1400.01%400PUTNONE
54352F206LPTVQLOOP MEDIA INC$2,0260.00%20,060CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.