Objective Capital Management, LLC Purchases in Q4 2024

Objective Capital Management, LLC

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
43.1K
New
$14.28 - $14.81 $615K - $638K
43.1K $619K
SOUN
Soundhound Ai, Inc.

Technology
5K
+ 25.0%
$4.51 - $24.23 $22.6K - $121K
25K $496K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.4K
New
$47.29 - $84.74 $161K - $288K
3.4K $253K
IYW
Ishares Dj Us Tech ETF

ETFs
1.53K
New
$148.14 - $166.23 $227K - $254K
1.53K $244K
MSTR
Microstrategy Inc

Technology
767
New
$162.69 - $473.83 $125K - $363K
767 $222K
BA
Boeing CO

Industrials
1.24K
New
$138.14 - $180.72 $171K - $223K
1.24K $218K
PLTR
Palantir Technologies Inc.

Technology
2.85K
New
$36.46 - $82.38 $104K - $235K
2.85K $215K
GS
Goldman Sachs Group Inc

Financial Services
357
New
$486.1 - $608.57 $174K - $217K
357 $204K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
12.8K
New
$15.07 - $15.75 $192K - $201K
12.8K $194K
HYG
Ishares Tr

ETFs
2.51K
+ 19.95%
$78.09 - $80.04 $196K - $201K
15.1K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.09K
+ 18.45%
$31.23 - $33.51 $159K - $171K
32.7K $1.03M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.42K
+ 42.19%
$80.93 - $85.66 $115K - $122K
4.8K $388K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.98K
+ 46.34%
$46.48 - $51.32 $92.2K - $102K
6.27K $301K
LNG
Cheniere Energy, Inc.

Energy
147
+ 8.63%
$181.07 - $225.92 $26.6K - $33.2K
1.85K $397K
DGRO
Ishares Core Dividend Growth E

ETFs
1.94K
+ 6.21%
$60.73 - $64.94 $118K - $126K
33.2K $2.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
890
+ 5.68%
$81.68 - $82.93 $72.7K - $73.8K
16.6K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
851
+ 2.91%
$61.68 - $67.87 $52.5K - $57.8K
30.1K $1.88M
IYG
Ishares Tr

ETFs
2
+ 0.03%
$70.24 - $82.34 $140 - $165
5.86K $455K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
508
+ 12.5%
$49.03 - $53.35 $24.9K - $27.1K
4.57K $234K
VO
Vanguard Mid Cap ETF

ETFs
109
+ 0.98%
$261.5 - $284.63 $28.5K - $31K
11.3K $2.98M
HBAN
Huntington Bancshares Inc

Financial Services
139
+ 0.81%
$14.18 - $18.2 $1.97K - $2.53K
17.3K $280K
SUB
Ishares Short Term National Mu

ETFs
225
+ 4.62%
$104.94 - $106.2 $23.6K - $23.9K
5.1K $537K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.05%
$417.69 - $450.94 $1.25K - $1.35K
6.1K $2.6M
FTGC
First Trust Global Tactical CO

ETFs
205
+ 1.91%
$23.23 - $24.25 $4.76K - $4.97K
10.9K $261K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
164
+ 3.28%
$50.34 - $56.61 $8.26K - $9.28K
5.16K $264K
ETN
Eaton Corp PLC

Industrials
9
+ 0.73%
$326.96 - $377.52 $2.94K - $3.4K
1.24K $410K
XLP
Consumer Staples Sector Spdr

ETFs
20
+ 0.15%
N/A
13.4K $1.02M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
60
+ 0.57%
$59.74 - $60.03 $3.58K - $3.6K
10.7K $637K
Arista Networks Inc
3.52K
New
N/A
3.52K $0
Blackrock Inc
368
New
N/A
368 $0
Ishares Bitcoin Trust ETF
1.47K
+ 4.32%
N/A
35.5K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.26%
$563.99 - $620.12 $564 - $620
393 $223K
Blackrock ETF Trust Ii
7.79K
New
N/A
7.79K $0
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
32
+ 0.79%
$49.74 - $50.43 $1.59K - $1.61K
4.09K $203K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
38
+ 0.3%
$35.45 - $40.33 $1.35K - $1.53K
12.5K $448K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3
+ 0.03%
$35.95 - $36.76 $108 - $110
9.54K $344K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.88K
+ 200.61%
$26.93 - $84.95 $185K - $584K
10.3K $281K
MBB
Ishares Tr

ETFs
72
+ 1.88%
$91.26 - $95.82 $6.57K - $6.9K
3.9K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.7%
$442.29 - $483.08 $8.85K - $9.66K
2.87K $1.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
602
+ 2.59%
$45.07 - $47.1 $27.1K - $28.4K
23.9K $1.08M
NEE
Nextera Energy Inc

Utilities
357
+ 10.66%
$69.77 - $85.43 $24.9K - $30.5K
3.71K $265K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3
+ 0.02%
$19.82 - $21.55 $59.5 - $64.7
12.2K $241K
PANW
Palo Alto Networks Inc

Technology
604
+ 73.3%
$181.96 - $405.9 $110K - $245K
1.43K $259K
IYH
Ishares Tr

ETFs
8
+ 0.2%
$57.53 - $65.24 $460 - $522
4.05K $235K
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.31%
$87.85 - $98.6 $1.05K - $1.18K
3.83K $341K
XLU
Utilities Sector Spdr

ETFs
34
+ 0.35%
$74.89 - $82.93 $2.55K - $2.82K
9.75K $738K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11
+ 0.15%
$60.13 - $67.31 $661 - $740
7.42K $450K
Activity Summary
Buys All Purchases 48 New Holdings 11 Increased Positions 37 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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