Objective Capital Management, LLC Incresed Positions in Q3 2024

Objective Capital Management, LLC

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.02K
+ 5.16%
$207.23 - $234.82 $418K - $474K
41.1K $9.57M
IVV
Ishares Core S&P 500 ETF

ETFs
577
+ 2.21%
$520.18 - $576.82 $300K - $333K
26.7K $15.4M
NVDA
Nvidia Corp

Technology
26.3K
+ 1006.78%
$98.91 - $134.91 $2.6M - $3.55M
28.9K $3.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
435
+ 3.02%
$517.38 - $573.86 $225K - $250K
14.8K $8.51M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 61.91%
$191.76 - $263.26 $230K - $315K
3.13K $819K
RDVY
First Trust Rising Dividend Ac

ETFs
6.38K
+ 23.08%
$53.68 - $59.24 $342K - $378K
34K $2.01M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.49K
+ 57.36%
$44.83 - $47.42 $380K - $402K
23.3K $1.1M
XLI
Industrial Sector Spdr

ETFs
2.03K
+ 13.83%
$120.56 - $135.44 $244K - $275K
16.7K $2.26M
META
Meta Platforms, Inc.

Communication Services
424
+ 21.79%
$453.41 - $572.44 $192K - $243K
2.37K $1.36M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.6K
+ 5.8%
$25.49 - $25.49 $168K - $168K
120K $3.07M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.52K
+ 47.04%
$111.9 - $124.28 $282K - $313K
7.87K $973K
IWM
Ishares Russell 2000 ETF

ETFs
925
+ 9.48%
$200.87 - $224.6 $186K - $208K
10.7K $2.36M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.18K
+ 59.48%
$51.78 - $52.98 $268K - $274K
13.9K $735K
XLK
Technology Sector Spdr

ETFs
361
+ 3.28%
$197.34 - $237.68 $71.2K - $85.8K
11.4K $2.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 6.04%
$96.25 - $101.98 $166K - $176K
30.4K $3.07M
VB
Vanguard Small Cap ETF

ETFs
541
+ 4.0%
$214.77 - $237.72 $116K - $129K
14.1K $3.34M
GOOGL
Alphabet Inc.

Communication Services
408
+ 3.86%
$148.65 - $191.18 $60.6K - $78K
11K $1.82M
VBR
Vanguard Small Cap Value ETF

ETFs
989
+ 38.66%
$179.99 - $201.6 $178K - $199K
3.55K $712K
AMGN
Amgen Inc

Healthcare
527
+ 62.15%
$309.38 - $337.38 $163K - $178K
1.38K $443K
ITOT
Ishares Core S&P Total U.S. St

ETFs
330
+ 2.14%
$113.41 - $125.62 $37.4K - $41.5K
15.8K $1.98M
ORCL
Oracle Corp

Technology
631
+ 31.93%
$125.9 - $170.35 $79.4K - $107K
2.61K $444K
ISRG
Intuitive Surgical Inc

Healthcare
223
+ 30.63%
$416.14 - $494.01 $92.8K - $110K
951 $467K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.54K
+ 23.68%
$89.91 - $101.33 $138K - $156K
8.02K $786K
RSP
Invesco S&P 500 Equal Weight E

ETFs
846
+ 41.78%
$162.83 - $179.16 $138K - $152K
2.87K $514K
AMZN
Amazon Com Inc

Consumer Cyclical
408
+ 2.65%
$161.02 - $200.0 $65.7K - $81.6K
15.8K $2.95M
XLU
Utilities Sector Spdr

ETFs
158
+ 1.65%
$67.67 - $80.78 $10.7K - $12.8K
9.72K $785K
NFLX
Netflix Inc

Communication Services
135
+ 22.61%
$598.55 - $722.26 $80.8K - $97.5K
732 $519K
MSFT
Microsoft Corp

Technology
190
+ 2.4%
$395.15 - $467.56 $75.1K - $88.8K
8.12K $3.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 63.61%
$54.98 - $59.51 $132K - $143K
6.18K $367K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.75K
+ 38.33%
$66.31 - $74.08 $116K - $129K
6.3K $462K
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
HYG
Ishares Tr

ETFs
1.03K
+ 8.88%
$76.72 - $80.36 $78.6K - $82.4K
12.6K $1.01M
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
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
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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