Objective Capital Management, LLC Purchases in Q3 2024

Objective Capital Management, LLC

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 63.61%
$54.98 - $59.51 $132K - $143K
6.18K $367K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.62K
+ 15.12%
$31.18 - $33.5 $113K - $121K
27.6K $917K
AXP
American Express CO

Financial Services
293
+ 20.3%
$225.92 - $271.17 $66.2K - $79.5K
1.74K $470K
MBB
Ishares Tr

ETFs
1.38K
+ 56.63%
$90.85 - $96.66 $126K - $134K
3.83K $366K
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 3.45%
$194.9 - $224.8 $50.1K - $57.8K
7.7K $1.62M
ANET
Arista Networks, Inc.

Technology
116
+ 12.8%
$311.42 - $388.21 $36.1K - $45K
1.02K $392K
CAT
Caterpillar Inc

Industrials
198
+ 12.12%
$316.8 - $391.12 $62.7K - $77.4K
1.83K $716K
KLAC
Kla Corp

Technology
115
+ 31.94%
$696.17 - $892.35 $80.1K - $103K
475 $367K
GRMN
Garmin LTD

Technology
414
+ 26.54%
$161.1 - $183.29 $66.7K - $75.9K
1.97K $347K
GOOG
Alphabet Inc.

Communication Services
308
+ 7.37%
$149.54 - $192.66 $46.1K - $59.3K
4.49K $749K
SUB
Ishares Short Term National Mu

ETFs
923
+ 23.38%
$104.3 - $106.3 $96.3K - $98.1K
4.87K $517K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.7K
+ 12.33%
$25.45 - $29.53 $43.3K - $50.2K
15.5K $451K
VIG
Vanguard Dividend Appreciation

ETFs
569
+ 7.94%
$182.15 - $182.15 $104K - $104K
7.74K $1.41M
NEAR
Blackrock Short Maturity Bond

ETFs
1.79K
+ 24.15%
$50.09 - $51.31 $89.7K - $91.8K
9.2K $471K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.05K
+ 11.57%
$56.04 - $62.99 $59K - $66.3K
10.1K $619K
AMD
Advanced Micro Devices Inc

Technology
794
+ 35.02%
$128.67 - $183.96 $102K - $146K
3.06K $502K
SOUN
Soundhound Ai, Inc.

Technology
20K
New
$3.89 - $6.2 $77.8K - $124K
20K $93K
VGT
Vanguard Information Technolog

ETFs
60
+ 8.08%
$514.43 - $606.85 $30.9K - $36.4K
803 $470K
KKR
Kkr & Co. Inc.

Financial Services
47
+ 2.0%
$104.51 - $133.23 $4.91K - $6.26K
2.4K $313K
GWW
W.W. Grainger, Inc.

Industrials
68
+ 32.85%
$896.19 - $1044.18 $60.9K - $71K
275 $285K
LLY
Eli Lilly & CO

Healthcare
29
+ 9.45%
$772.14 - $960.02 $22.4K - $27.8K
336 $297K
IEF
Ishares Barclays

ETFs
431
+ 9.58%
$92.67 - $99.14 $39.9K - $42.7K
4.93K $483K
BX
Blackstone Inc.

Financial Services
53
+ 2.63%
$120.77 - $159.66 $6.4K - $8.46K
2.07K $316K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
473
+ 16.01%
$77.02 - $85.06 $36.4K - $40.2K
3.43K $289K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
826
+ 19.79%
$46.13 - $52.38 $38.1K - $43.3K
5K $257K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
811
+ 6.95%
$32.65 - $36.69 $26.5K - $29.8K
12.5K $453K
IWR
Ishares Russell Mid Cap ETF

ETFs
188
+ 2.61%
$79.92 - $88.19 $15K - $16.6K
7.39K $651K
IBB
Ishares Biotechnology ETF

ETFs
151
+ 5.19%
$135.09 - $149.47 $20.4K - $22.6K
3.06K $445K
LNG
Cheniere Energy, Inc.

Energy
54
+ 3.27%
$172.24 - $186.09 $9.3K - $10K
1.7K $306K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
182
+ 5.7%
$75.88 - $83.21 $13.8K - $15.1K
3.38K $280K
MS
Morgan Stanley

Financial Services
56
+ 1.86%
$92.07 - $106.96 $5.16K - $5.99K
3.07K $319K
XOM
Exxon Mobil Corp

Energy
219
+ 4.42%
$109.72 - $119.0 $24K - $26.1K
5.17K $606K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.06%
$139.03 - $157.34 $139 - $157
1.79K $281K
ETN
Eaton Corp PLC

Industrials
11
+ 0.9%
$272.52 - $333.02 $3K - $3.66K
1.23K $407K
CDNS
Cadence Design Systems Inc

Technology
289
+ 22.27%
$246.84 - $321.11 $71.3K - $92.8K
1.59K $430K
IYH
Ishares Tr

ETFs
162
+ 4.18%
$60.29 - $66.38 $9.77K - $10.8K
4.04K $262K
HBAN
Huntington Bancshares Inc

Financial Services
379
+ 2.26%
$12.84 - $15.15 $4.87K - $5.74K
17.1K $251K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
93
+ 0.88%
$59.61 - $60.15 $5.54K - $5.59K
10.6K $635K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.77%
$523.84 - $572.02 $1.57K - $1.72K
392 $223K
Ishares Bitcoin Trust ETF
21.5K
+ 171.34%
N/A
34K $0
JGRO
J P Morgan Exchange Traded Fd
5.01K
+ 45.57%
N/A
16K $0
Reddit Inc
5.92K
New
N/A
5.92K $0
FTGC
First Trust Global Tactical CO

ETFs
26
+ 0.24%
$22.3 - $24.39 $580 - $634
10.7K $253K
MRK
Merck & Co., Inc.

Healthcare
175
+ 3.71%
$111.15 - $128.97 $19.5K - $22.6K
4.9K $556K
Activity Summary
Buys All Purchases 95 New Holdings 22 Increased Positions 73 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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