MondegarAI
OBSIDIAN CIO, LLC

Q4 2024 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2025-02-11 · accession 0001843581-25-000002

$547.8M
Reported value
169
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$59.4M10.8%184,410CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$35.7M6.52%708,986CommonNONE
922908637VVVANGUARD INDEX FDS$34.8M6.35%128,921CommonNONE
464287804IJRISHARES TR$32.4M5.91%280,994CommonNONE
464287200IVVISHARES TR$25.3M4.63%43,035CommonNONE
922908744VTVVANGUARD INDEX FDS$23.6M4.30%139,177CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$23.5M4.28%425,515CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$22.7M4.14%814,000CommonNONE
302635206FSKFS KKR CAP CORP$19.3M3.52%887,494CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$17.5M3.20%311,370CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$17.1M3.12%293,733CommonNONE
464288877EFVISHARES TR$16.8M3.07%320,688CommonNONE
464288885EFGISHARES TR$16.4M3.00%169,806CommonNONE
037833100AAPLAPPLE INC$14.8M2.70%59,144CommonNONE
922908736VUGVANGUARD INDEX FDS$14.5M2.64%35,288CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$12.9M2.36%284,831CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.6M1.94%241,241CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$9.2M1.69%211,591CommonNONE
67066G104NVDANVIDIA CORPORATION$9.1M1.65%67,481CommonNONE
88160R101TSLATESLA INC$5.6M1.03%13,930CommonNONE
464287226AGGISHARES TR$5.2M0.96%54,142CommonNONE
69344A107PULSPGIM ETF TR$5.0M0.92%101,541CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$4.3M0.79%37,891CommonNONE
922908363VOOVANGUARD INDEX FDS$4.0M0.74%7,513CommonNONE
080694102OZBELPOINTE PREP LLC$4.0M0.73%51,802CommonNONE
464288679SHVISHARES TR$3.9M0.71%35,294CommonNONE
023135106AMZNAMAZON COM INC$3.8M0.70%17,373CommonNONE
46432F842IEFAISHARES TR$3.6M0.66%51,433CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.4M0.62%63,621CommonNONE
594918104MSFTMICROSOFT CORP$3.2M0.58%7,559CommonNONE
071734107BHCBAUSCH HEALTH COS INC$3.0M0.55%371,129CommonNONE
30303M102METAMETA PLATFORMS INC$2.6M0.47%4,393CommonNONE
11135F101AVGOBROADCOM INC$2.5M0.45%10,692CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.1M0.39%1,931CommonNONE
92204A702VGTVANGUARD WORLD FD$2.1M0.39%3,398CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.37%3,496CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.0M0.37%40,184CommonNONE
46090E103QQQINVESCO QQQ TR$2.0M0.37%3,967CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.0M0.36%27,581CommonNONE
02079K305GOOGLALPHABET INC$2.0M0.36%10,337CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.31%3,796CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.7M0.30%36,210CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.7M0.30%64,556CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.30%9,817CommonNONE
92826C839VVISA INC$1.6M0.29%5,054CommonNONE
79589L106IOTSAMSARA INC$1.5M0.27%34,235CommonNONE
464287309IVWISHARES TR$1.3M0.24%13,007CommonNONE
464288802SUSAISHARES TR$1.3M0.24%10,775CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.1M0.21%44,714CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.21%4,713CommonNONE
02079K107GOOGALPHABET INC$1.1M0.20%5,863CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$1.1M0.20%14,785CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.20%19,007CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$925,3430.17%16,360CommonNONE
79466L302CRMSALESFORCE INC$860,5370.16%2,574CommonNONE
92189F676SMHVANECK ETF TRUST$808,8340.15%3,340CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$806,1420.15%53,211CommonNONE
09260Q108BTXBLACKROCK INNOVATION AND GRW$803,3560.15%107,978CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$793,8700.14%16,426CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$770,1500.14%5,598CommonNONE
833445109SNOWSNOWFLAKE INC$761,3960.14%4,931CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$753,9410.14%45,972CommonNONE
26622P107DOCSDOXIMITY INC$750,5030.14%14,057CommonNONE
437076102HDHOME DEPOT INC$713,0430.13%1,833CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$708,9380.13%3,049CommonNONE
30231G102XOMEXXON MOBIL CORP$660,6840.12%6,142CommonNONE
922908751VBVANGUARD INDEX FDS$648,6610.12%2,700CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$638,0900.12%8,437CommonNONE
48251W104KKRKKR & CO INC$634,0900.12%4,287CommonNONE
464287614IWFISHARES TR$631,1400.12%1,572CommonNONE
92204A884VOXVANGUARD WORLD FD$630,0110.12%4,066CommonNONE
532457108LLYELI LILLY & CO$611,4820.11%792CommonNONE
69374H881COWZPACER FDS TR$598,6140.11%10,599CommonNONE
922908769VTIVANGUARD INDEX FDS$587,4750.11%2,027CommonNONE
67092P805NUDMNUSHARES ETF TR$577,0650.11%19,197CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$552,8620.10%26,760CommonNONE
654106103NKENIKE INC$538,8700.10%7,121CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$531,3780.10%928CommonNONE
09249W101BLWBLACKROCK LTD DURATION INCOM$529,3380.10%37,462CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$525,4380.10%16,262CommonNONE
92204A108VCRVANGUARD WORLD FD$525,1680.10%1,399CommonNONE
717081103PFEPFIZER INC$518,0170.09%19,526CommonNONE
464288448IDVISHARES TR$515,1920.09%18,816CommonNONE
060505104BACBANK AMERICA CORP$512,0690.09%11,651CommonNONE
166764100CVXCHEVRON CORP NEW$499,7460.09%3,450CommonNONE
707569109PENNPENN ENTERTAINMENT INC$495,5000.09%25,000CommonNONE
478160104JNJJOHNSON & JOHNSON$489,8840.09%3,387CommonNONE
46429B697USMVISHARES TR$488,2800.09%5,499CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$481,2470.09%922CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$477,8900.09%25,832CommonNONE
025816109AXPAMERICAN EXPRESS CO$468,3400.09%1,578CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$462,5350.08%3,510CommonNONE
254687106DISDISNEY WALT CO$425,7250.08%3,823CommonNONE
82509L107SHOPSHOPIFY INC$422,4490.08%3,973CommonNONE
548661107LOWLOWES COS INC$416,8180.08%1,689CommonNONE
46435U135IHAKISHARES TR$408,5730.07%8,374CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$405,0030.07%14,824CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$399,5410.07%5,186CommonNONE
67092P201NULGNUSHARES ETF TR$394,9510.07%4,601CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$387,2630.07%29,427CommonNONE
57636Q104MAMASTERCARD INCORPORATED$386,0490.07%733CommonNONE
744320102PRUPRUDENTIAL FINL INC$383,5350.07%3,236CommonNONE
92204A405VFHVANGUARD WORLD FD$369,7560.07%3,132CommonNONE
46435U663ESMLISHARES TR$365,7790.07%8,699CommonNONE
91529Y106UNMUNUM GROUP$361,8320.07%4,955CommonNONE
46429B663HDVISHARES TR$358,1090.07%3,190CommonNONE
78463V107GLDSPDR GOLD TR$357,1420.07%1,475CommonNONE
464287507IJHISHARES TR$353,9760.06%5,681CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$351,0200.06%4,098CommonNONE
009066101ABNBAIRBNB INC$347,0540.06%2,641CommonNONE
723760104XMIOXPIONEER MUN HIGH INCOME OPPO$343,7500.06%28,984CommonNONE
67092P300NULVNUSHARES ETF TR$340,1300.06%8,639CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$335,1120.06%16,664CommonNONE
464287598IWDISHARES TR$329,6050.06%1,780CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$321,9230.06%1,464CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$320,6300.06%19,977CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$317,8550.06%1,086CommonNONE
00287Y109ABBVABBVIE INC$316,6810.06%1,782CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$315,3130.06%6,594CommonNONE
46434G103IEMGISHARES INC$314,9920.06%6,032CommonNONE
191216100KOCOCA COLA CO$311,8730.06%5,009CommonNONE
64110L106NFLXNETFLIX INC$307,5050.06%345CommonNONE
464287648IWOISHARES TR$302,0240.06%1,049CommonNONE
911363109URIUNITED RENTALS INC$289,0580.05%410CommonNONE
464287408IVEISHARES TR$288,4410.05%1,511CommonNONE
92204A603VISVANGUARD WORLD FD$286,3410.05%1,126CommonNONE
92204A207VDCVANGUARD WORLD FD$283,0690.05%1,339CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$282,2820.05%825CommonNONE
464287523SOXXISHARES TR$281,9010.05%1,308CommonNONE
46435U549EAGGISHARES TR$275,6140.05%5,935CommonNONE
194162103CLCOLGATE PALMOLIVE CO$274,5600.05%3,020CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$272,6050.05%2,137CommonNONE
00162Q452AMLPALPS ETF TR$268,2990.05%5,571CommonNONE
855244109SBUXSTARBUCKS CORP$268,1350.05%2,938CommonNONE
00214Q104ARKKARK ETF TR$268,0730.05%4,722CommonNONE
68389X105ORCLORACLE CORP$267,4770.05%1,605CommonNONE
92204A504VHTVANGUARD WORLD FD$266,4680.05%1,050CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$262,7000.05%1,171CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$262,2800.05%4,652CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$254,3620.05%15,538CommonNONE
539830109LMTLOCKHEED MARTIN CORP$253,8020.05%522CommonNONE
58933Y105MRKMERCK & CO INC$251,5560.05%2,529CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$250,0870.05%4,146CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$249,2380.05%493CommonNONE
949746101WMT2WELLS FARGO CO NEW$240,6490.04%3,426CommonNONE
74348A467NOBLPROSHARES TR$240,6120.04%2,417CommonNONE
464287655IWMISHARES TR$235,8220.04%1,067CommonNONE
464287721IYWISHARES TR$233,3580.04%1,463CommonNONE
27828H105XEVVXEATON VANCE LTD DURATION INC$229,1260.04%23,452CommonNONE
97717X669DGRWWISDOMTREE TR$226,4820.04%2,798CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$224,5560.04%3,539CommonNONE
26922A420QTUMETF SER SOLUTIONS$224,3440.04%2,765CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$221,6840.04%6,501CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$221,4610.04%1,121CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$220,3900.04%2,046CommonNONE
464287242LQDISHARES TR$219,8790.04%2,058CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$219,7150.04%44CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$216,6940.04%11,124CommonNONE
G29183103ETNEATON CORP PLC$215,6630.04%650CommonNONE
75513E101RTXRTX CORPORATION$213,9140.04%1,849CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$204,9860.04%1,047CommonNONE
17275R102CSCOCISCO SYS INC$202,4650.04%3,420CommonNONE
20030N101CMCSACOMCAST CORP NEW$202,3990.04%5,393CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$150,0860.03%12,806CommonNONE
26622P107DOCSDOXIMITY INC$106,7800.02%2,000PUTNONE
56400P706MNKDMANNKIND CORP$64,3000.01%10,000CommonNONE
62914V106NIONIO INC$44,7290.01%10,259CommonNONE
549498103CCIVGBPLUCID GROUP INC$31,0580.01%10,284CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$26,5200.00%12,000CommonNONE

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.