Objective Capital Management, LLC Reduced Holdings in Q4 2024

Objective Capital Management, LLC

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-374
- 4.75%
$83.32 - $97.27 $31.2K - $36.4K
7.5K $642K
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 18.73%
$873.59 - $994.69 $56.8K - $64.7K
282 $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-87
- 0.4%
$113.92 - $127.38 $9.91K - $11.1K
21.6K $2.49M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-259
- 5.71%
$311.11 - $335.64 $80.6K - $86.9K
4.28K $1.38M
GWW
W.W. Grainger, Inc.

Industrials
-46
- 16.73%
$1023.06 - $1220.93 $47.1K - $56.2K
229 $241K
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 14.39%
$205.18 - $250.29 $227K - $277K
6.59K $1.58M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-820
- 8.74%
$42.33 - $43.3 $34.7K - $35.5K
8.56K $364K
WMT
Walmart Inc.

Consumer Defensive
-1.04K
- 19.08%
$79.1 - $95.7 $82.4K - $99.7K
4.42K $399K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-496
- 8.02%
$57.53 - $60.83 $28.5K - $30.2K
5.69K $327K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-3.44K
- 22.04%
$13.24 - $14.35 $45.5K - $49.3K
12.2K $167K
OEF
Ishares S&P 100 ETF

ETFs
-58
- 0.31%
N/A
18.8K $4.99M
CVX
Chevron Corp

Energy
-59
- 2.46%
$141.15 - $162.53 $8.33K - $9.59K
2.34K $338K
AXP
American Express CO

Financial Services
-185
- 10.66%
$267.35 - $305.57 $49.5K - $56.5K
1.55K $460K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-437
- 2.77%
$124.26 - $134.12 $54.3K - $58.6K
15.3K $1.97M
VGT
Vanguard Information Technolog

ETFs
-57
- 7.1%
$571.78 - $647.97 $32.6K - $36.9K
746 $463K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.5K
- 6.23%
$33.69 - $38.24 $50.4K - $57.2K
22.5K $803K
IEMG
Ishares Inc

ETFs
-16
- 0.32%
N/A
4.91K $263K
JGRO
J P Morgan Exchange Traded Fd
-1.36K
- 8.51%
N/A
14.6K $0
GOOG
Alphabet Inc.

Communication Services
-543
- 12.1%
$163.08 - $198.16 $88.6K - $108K
3.94K $750K
CDNS
Cadence Design Systems Inc

Technology
-133
- 8.38%
$249.1 - $324.54 $33.1K - $43.2K
1.45K $436K
CRWD
Crowd Strike Holdings, Inc.

Technology
-95
- 12.87%
$275.15 - $388.2 $26.1K - $36.9K
643 $220K
GRMN
Garmin LTD

Technology
-215
- 10.89%
$161.91 - $220.77 $34.8K - $47.5K
1.76K $362K
BX
Blackstone Inc.

Financial Services
-79
- 3.82%
$148.45 - $199.05 $11.7K - $15.7K
1.99K $343K
KKR
Kkr & Co. Inc.

Financial Services
-45
- 1.88%
$129.87 - $162.87 $5.84K - $7.33K
2.35K $348K
MS
Morgan Stanley

Financial Services
-237
- 7.72%
$104.42 - $134.99 $24.7K - $32K
2.83K $356K
KMI
Kinder Morgan, Inc.

Energy
-38
- 0.41%
$22.59 - $28.54 $858 - $1.08K
9.34K $255K
AXON
Axon Enterprise, Inc.

Industrials
-103
- 16.86%
$399.22 - $689.78 $41.1K - $71K
508 $301K
NFLX
Netflix Inc

Communication Services
-76
- 10.38%
$687.65 - $936.56 $52.3K - $71.2K
656 $584K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.04K
- 12.88%
$180.88 - $232.93 $369K - $475K
13.8K $3.02M
EW
Edwards Lifesciences Corp

Healthcare
-35
- 0.35%
$64.54 - $75.92 $2.26K - $2.66K
10.1K $745K
TSLA
Tesla, Inc.

Consumer Cyclical
-498
- 15.9%
$213.65 - $479.86 $106K - $239K
2.64K $1.06M
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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