Objective Capital Management, LLC Purchases in Q2 2025

Objective Capital Management, LLC

  • $83.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
420
+ 2.35%
$498.8 - $620.9 $209K - $261K
18.3K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
911
+ 9.96%
$416.06 - $551.64 $379K - $503K
10.1K $5.55M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
32.6K
New
$18.11 - $18.97 $591K - $619K
32.6K $614K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.89K
New
$100.35 - $100.71 $591K - $593K
5.89K $592K
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 1.73%
$496.48 - $617.85 $65K - $80.9K
7.69K $4.75M
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.69K
New
$35.62 - $39.64 $345K - $384K
9.69K $377K
XLK
Technology Sector Spdr

ETFs
117
+ 1.65%
$179.73 - $253.23 $21K - $29.6K
7.2K $1.82M
SNOW
Snowflake Inc.

Technology
1.27K
New
$130.53 - $223.77 $166K - $285K
1.27K $285K
AMZN
Amazon Com Inc

Consumer Cyclical
275
+ 3.84%
$167.32 - $223.3 $46K - $61.4K
7.43K $1.63M
VO
Vanguard Mid Cap ETF

ETFs
100
+ 0.89%
$228.54 - $279.83 $22.9K - $28K
11.3K $3.17M
SUB
Ishares Short Term National Mu

ETFs
2.18K
+ 36.84%
$104.77 - $106.34 $228K - $231K
8.08K $859K
NET
Cloudflare, Inc.

Technology
1.2K
New
$97.08 - $195.83 $116K - $235K
1.2K $234K
CAT
Caterpillar Inc

Industrials
591
New
$273.94 - $388.21 $162K - $229K
591 $229K
XLI
Industrial Sector Spdr

ETFs
439
+ 4.46%
$116.42 - $147.52 $51.1K - $64.8K
10.3K $1.52M
MSTR
Microstrategy Inc

Technology
557
New
$237.95 - $421.61 $133K - $235K
557 $225K
MS
Morgan Stanley

Financial Services
1.6K
New
$99.83 - $140.86 $160K - $225K
1.6K $225K
VT
Vanguard Total World Stk Index

ETFs
1.75K
New
$103.16 - $128.52 $180K - $225K
1.75K $224K
BX
Blackstone Inc.

Financial Services
1.42K
New
$120.07 - $151.11 $171K - $215K
1.42K $212K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
16K
New
$11.76 - $13.64 $188K - $218K
16K $203K
ITOT
Ishares Core S&P Total U.S. St

ETFs
19
+ 0.12%
$108.12 - $135.04 $2.05K - $2.57K
15.4K $2.07M
PLTR
Palantir Technologies Inc.

Technology
347
+ 13.35%
$74.01 - $144.25 $25.7K - $50.1K
2.95K $401K
VTI
Vanguard Total Stock Market Et

ETFs
96
+ 1.86%
$243.75 - $303.93 $23.4K - $29.2K
5.27K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
239
+ 4.32%
$174.82 - $215.79 $41.8K - $51.6K
5.77K $1.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.05%
$376.48 - $440.65 $1.13K - $1.32K
6.16K $2.71M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.63K
+ 20.99%
$29.52 - $35.31 $77.8K - $93K
15.2K $535K
ETN
Eaton Corp PLC

Industrials
8
+ 0.68%
$246.52 - $356.99 $1.97K - $2.86K
1.18K $422K
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
+ 2.8%
$144.94 - $210.94 $7.25K - $10.5K
1.84K $387K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.15%
$470.37 - $663.28 $470 - $663
668 $443K
DGRO
Ishares Core Dividend Growth E

ETFs
114
+ 0.34%
$55.22 - $63.94 $6.3K - $7.29K
33.4K $2.13M
EW
Edwards Lifesciences Corp

Healthcare
37
+ 0.37%
$67.07 - $78.22 $2.48K - $2.89K
10K $783K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.07%
$122.57 - $173.27 $123 - $173
1.53K $265K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.04%
$92.79 - $134.29 $92.8 - $134
2.35K $313K
IYG
Ishares Tr

ETFs
2
+ 0.03%
$68.9 - $85.6 $138 - $171
5.86K $501K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
266
+ 13.64%
$483.48 - $539.8 $129K - $144K
2.22K $1.08M
XLE
Energy Sector Spdr

ETFs
947
+ 19.57%
$76.44 - $94.13 $72.4K - $89.1K
5.79K $490K
KMI
Kinder Morgan, Inc.

Energy
858
+ 8.29%
$25.21 - $29.4 $21.6K - $25.2K
11.2K $329K
HBAN
Huntington Bancshares Inc

Financial Services
181
+ 1.04%
$12.49 - $16.76 $2.26K - $3.03K
17.6K $295K
XLU
Utilities Sector Spdr

ETFs
29
+ 0.3%
$73.09 - $82.77 $2.12K - $2.4K
9.81K $801K
TLT
Ishares Barclays 20+ Year Trea

ETFs
375
+ 16.35%
$83.97 - $92.85 $31.5K - $34.8K
2.67K $235K
EMLP
First Tr Exchange Traded Iv

ETFs
697
+ 3.08%
$33.62 - $37.89 $23.4K - $26.4K
23.3K $873K
NEAR
Blackrock Short Maturity Bond

ETFs
437
+ 6.85%
$50.41 - $51.17 $22K - $22.4K
6.81K $348K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20
+ 0.41%
$71.28 - $83.74 $1.43K - $1.67K
4.85K $405K
MUB
Ishares National Muni Bond ETF

ETFs
200
+ 5.97%
$102.31 - $105.8 $20.5K - $21.2K
3.55K $370K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
380
+ 3.3%
$50.34 - $51.86 $19.1K - $19.7K
11.9K $611K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.25%
$468.22 - $566.51 $468 - $567
395 $223K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
43
+ 0.4%
$59.8 - $60.07 $2.57K - $2.58K
10.7K $643K
XLP
Consumer Staples Sector Spdr

ETFs
17
+ 0.13%
N/A
13.4K $1.02M
Fidelity Wise Origin Bitcoin
23.4K
New
N/A
23.4K $0
Ishares Bitcoin Trust ETF
8.67K
+ 36.93%
N/A
32.1K $0
Activity Summary
Buys All Purchases 52 New Holdings 13 Increased Positions 39 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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