Objective Capital Management, LLC Sells in Q1 2025

Objective Capital Management, LLC

  • $75.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-20.9K
- 65.65%
$209.68 - $247.1 $4.39M - $5.17M
10.9K $2.43M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.95K
- 27.98%
$554.06 - $615.85 $3.85M - $4.28M
17.9K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.74K
- 43.16%
$551.42 - $612.93 $3.17M - $3.52M
7.56K $4.23M
NVDA
Nvidia Corp

Technology
-13.9K
- 57.97%
$106.98 - $149.43 $1.49M - $2.08M
10.1K $1.09M
MSFT
Microsoft Corp

Technology
-4.51K
- 72.72%
$375.39 - $447.2 $1.69M - $2.02M
1.69K $634K
IVW
Ishares S&P 500 Growth ETF

ETFs
-18.3K
- 79.55%
$92.45 - $106.69 $1.7M - $1.96M
4.72K $437K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.63K
- 48.08%
$190.26 - $242.06 $1.26M - $1.6M
7.16K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.8K
- 59.32%
$102.49 - $119.96 $1.31M - $1.54M
8.78K $917K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.1K
- 46.99%
$95.85 - $99.25 $1.26M - $1.3M
14.8K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.8K
- 59.24%
$57.21 - $65.8 $1.02M - $1.17M
12.3K $715K
VEA
Vanguard Ftse Developed Market

ETFs
-23.1K
- 63.1%
$47.4 - $52.99 $1.09M - $1.22M
13.5K $686K
JPM
Jpmorgan Chase & CO

Financial Services
-3.69K
- 56.04%
$225.19 - $279.95 $832K - $1.03M
2.9K $710K
XLI
Industrial Sector Spdr

ETFs
-6.5K
- 39.78%
$128.78 - $141.67 $837K - $920K
9.83K $1.29M
XLK
Technology Sector Spdr

ETFs
-2.7K
- 27.59%
$206.38 - $242.18 $557K - $653K
7.08K $1.46M
META
Meta Platforms, Inc.

Communication Services
-1.32K
- 69.89%
$576.36 - $736.67 $758K - $969K
567 $326K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-561
- 5.78%
$468.34 - $539.52 $263K - $303K
9.15K $4.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.7K
- 57.35%
$44.72 - $46.25 $613K - $634K
10.2K $469K
GOOG
Alphabet Inc.

Communication Services
-1.86K
- 47.17%
$156.06 - $207.71 $290K - $386K
2.08K $325K
VB
Vanguard Small Cap ETF

ETFs
-768
- 5.76%
$217.89 - $252.64 $167K - $194K
12.6K $2.79M
IWM
Ishares Russell 2000 ETF

ETFs
-1.02K
- 15.5%
$198.1 - $229.79 $201K - $233K
5.54K $1.1M
VV
Vanguard Large Cap ETF

ETFs
-378
- 2.24%
$253.32 - $282.66 $95.8K - $107K
16.5K $4.25M
XOM
Exxon Mobil Corp

Energy
-2.96K
- 63.52%
$105.44 - $118.93 $312K - $352K
1.7K $201K
VIG
Vanguard Dividend Appreciation

ETFs
-1.55K
- 20.23%
N/A
6.09K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-922
- 32.1%
$442.66 - $534.52 $408K - $493K
1.95K $1.04M
XLE
Energy Sector Spdr

ETFs
-2.66K
- 35.5%
$85.7 - $93.96 $228K - $250K
4.84K $452K
MRK
Merck & Co., Inc.

Healthcare
-1.32K
- 29.02%
$83.01 - $101.02 $110K - $134K
3.24K $290K
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 26.48%
$158.56 - $176.26 $160K - $177K
2.79K $475K
VGT
Vanguard Information Technolog

ETFs
-79
- 10.59%
$542.38 - $646.34 $42.8K - $51.1K
667 $361K
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 0.9%
$271.18 - $303.12 $12.7K - $14.2K
5.18K $1.42M
ETN
Eaton Corp PLC

Industrials
-63
- 5.09%
$271.83 - $371.23 $17.1K - $23.4K
1.18K $319K
VO
Vanguard Mid Cap ETF

ETFs
-41
- 0.36%
$251.87 - $277.95 $10.3K - $11.4K
11.2K $2.91M
EW
Edwards Lifesciences Corp

Healthcare
-100
- 0.99%
$67.95 - $76.19 $6.8K - $7.62K
9.98K $722K
IBB
Ishares Biotechnology ETF

ETFs
-30
- 1.22%
$127.9 - $140.56 $3.84K - $4.22K
2.43K $310K
FTGC
First Trust Global Tactical CO

ETFs
-909
- 8.32%
$23.95 - $25.86 $21.8K - $23.5K
10K $255K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-95
- 1.11%
$42.38 - $43.28 $4.03K - $4.11K
8.47K $360K
Ishares Bitcoin Trust ETF
-12K
- 33.87%
N/A
23.5K $0
XLV
Select Sector Spdr Fund Health

ETFs
-485
- 5.62%
$137.61 - $149.68 $66.7K - $72.6K
8.15K $1.19M
HYG
Ishares Tr

ETFs
-3
- 0.02%
$78.51 - $80.11 $236 - $240
15.1K $1.19M
PLTR
Palantir Technologies Inc.

Technology
-254
- 8.9%
$64.98 - $124.62 $16.5K - $31.7K
2.6K $219K
LNG
Cheniere Energy, Inc.

Energy
-51
- 2.76%
$209.32 - $253.66 $10.7K - $12.9K
1.8K $416K
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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