Objective Capital Management, LLC Purchases in Q1 2025

Objective Capital Management, LLC

  • $75.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
4.84K
+ 52.61%
$49.97 - $50.36 $242K - $244K
14K $705K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.6K
New
$80.53 - $147.57 $129K - $236K
1.6K $211K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.29K
New
$85.29 - $92.57 $196K - $212K
2.29K $208K
NEAR
Blackrock Short Maturity Bond

ETFs
2.23K
+ 53.79%
$50.4 - $50.89 $112K - $113K
6.38K $324K
SUB
Ishares Short Term National Mu

ETFs
811
+ 15.92%
$105.3 - $106.24 $85.4K - $86.2K
5.91K $623K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.46K
+ 14.53%
$51.26 - $52.53 $74.9K - $76.8K
11.5K $594K
EMLP
First Tr Exchange Traded Iv

ETFs
65
+ 0.29%
$35.79 - $38.28 $2.33K - $2.49K
22.6K $847K
KMI
Kinder Morgan, Inc.

Energy
1.01K
+ 10.79%
$26.1 - $31.22 $26.3K - $31.4K
10.3K $295K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
273
+ 1.65%
$81.83 - $82.73 $22.3K - $22.6K
16.8K $1.39M
XLU
Utilities Sector Spdr

ETFs
30
+ 0.31%
$74.7 - $80.27 $2.24K - $2.41K
9.78K $771K
DGRO
Ishares Core Dividend Growth E

ETFs
116
+ 0.35%
$60.46 - $64.42 $7.01K - $7.47K
33.3K $2.06M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
914
+ 2.12%
$14.22 - $14.83 $13K - $13.6K
44K $636K
IYH
Ishares Tr

ETFs
6
+ 0.15%
$58.32 - $62.76 $350 - $377
4.05K $246K
IYG
Ishares Tr

ETFs
2
+ 0.03%
$74.6 - $84.81 $149 - $170
5.86K $460K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
27
+ 0.25%
$59.78 - $60.03 $1.61K - $1.62K
10.7K $640K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
19
+ 0.46%
$49.75 - $50.27 $945 - $955
4.11K $205K
PFF
Ishares Trust Ishares Pfd And

ETFs
819
+ 2.51%
$30.73 - $32.26 $25.2K - $26.4K
33.5K $1.03M
XLP
Consumer Staples Sector Spdr

ETFs
14
+ 0.1%
N/A
13.4K $1.02M
Blackrock ETF Trust Ii
5.13K
+ 65.84%
N/A
12.9K $0
Pimco ETF Tr
12K
New
N/A
12K $0
Pgim ETF Tr
5.15K
New
N/A
5.15K $0
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
28
+ 0.58%
$78.0 - $84.37 $2.18K - $2.36K
4.83K $385K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.25%
$522.96 - $601.18 $523 - $601
394 $210K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
51
+ 0.84%
$408.78 - $448.82 $20.8K - $22.9K
6.15K $2.58M
HBAN
Huntington Bancshares Inc

Financial Services
164
+ 0.95%
$14.28 - $17.39 $2.34K - $2.85K
17.4K $261K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14
+ 0.27%
$46.12 - $52.9 $646 - $741
5.18K $240K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35
+ 0.28%
$32.49 - $37.99 $1.14K - $1.33K
12.5K $420K
ITOT
Ishares Core S&P Total U.S. St

ETFs
19
+ 0.12%
$120.29 - $134.6 $2.29K - $2.56K
15.3K $1.87M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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