Objective Capital Management, LLC Sells in Q4 2024

Objective Capital Management, LLC

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.73K
- 87.71%
$370.24 - $418.94 $1.75M - $1.98M
663 $266K
AAPL
Apple Inc.

Technology
-9.26K
- 22.51%
$221.69 - $259.02 $2.05M - $2.4M
31.9K $7.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-16.6K
- 41.92%
$94.43 - $105.47 $1.57M - $1.76M
23.1K $2.34M
IWM
Ishares Russell 2000 ETF

ETFs
-4.14K
- 38.7%
$216.13 - $242.4 $894K - $1M
6.55K $1.45M
MSFT
Microsoft Corp

Technology
-1.92K
- 23.68%
$406.35 - $454.46 $781K - $874K
6.2K $2.61M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.91K
- 30.35%
$189.5 - $206.17 $741K - $807K
8.98K $1.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.89K
- 7.06%
$570.51 - $610.59 $1.08M - $1.15M
24.9K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.54K
- 10.37%
$567.81 - $607.81 $874K - $935K
13.3K $7.79M
RDVY
First Trust Rising Dividend Ac

ETFs
-12.1K
- 35.63%
$58.65 - $64.37 $711K - $780K
21.9K $1.3M
IEFA
Ishares Tr

ETFs
-4.63K
- 24.49%
$70.06 - $77.43 $324K - $359K
14.3K $1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.4K
- 7.89%
$96.64 - $101.23 $231K - $242K
28K $2.71M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-558
- 1.5%
$75.65 - $83.47 $42.2K - $46.6K
36.7K $2.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.62K
- 56.5%
$174.22 - $187.62 $283K - $304K
1.25K $218K
XLK
Technology Sector Spdr

ETFs
-1.58K
- 13.91%
$220.26 - $241.44 $348K - $381K
9.78K $2.27M
NVDA
Nvidia Corp

Technology
-4.92K
- 17.02%
$117.0 - $148.88 $575K - $732K
24K $3.22M
VEA
Vanguard Ftse Developed Market

ETFs
-1.68K
- 4.38%
$47.57 - $52.44 $79.7K - $87.9K
36.6K $1.75M
NEAR
Blackrock Short Maturity Bond

ETFs
-5.06K
- 54.94%
$50.28 - $51.08 $254K - $258K
4.15K $209K
META
Meta Platforms, Inc.

Communication Services
-487
- 20.55%
$554.08 - $632.68 $270K - $308K
1.88K $1.11M
AMD
Advanced Micro Devices Inc

Technology
-755
- 24.67%
$118.88 - $172.8 $89.8K - $130K
2.31K $278K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.83K
- 27.55%
$51.58 - $52.91 $197K - $202K
10.1K $520K
GOOGL
Alphabet Inc.

Communication Services
-2.31K
- 21.05%
$161.86 - $196.66 $374K - $454K
8.67K $1.64M
CAT
Caterpillar Inc

Industrials
-331
- 18.07%
$360.37 - $416.88 $119K - $138K
1.5K $544K
HD
Home Depot, Inc.

Consumer Cyclical
-377
- 30.28%
$385.02 - $431.37 $145K - $163K
868 $337K
AMGN
Amgen Inc

Healthcare
-277
- 20.15%
$258.78 - $328.31 $71.7K - $90.9K
1.1K $286K
VXF
Vanguard Extended Market ETF

ETFs
-983
- 23.54%
$179.17 - $207.15 $176K - $204K
3.19K $606K
UNH
Unitedhealth Group Inc

Healthcare
-148
- 18.34%
$485.52 - $625.25 $71.9K - $92.5K
659 $333K
VB
Vanguard Small Cap ETF

ETFs
-748
- 5.31%
$233.76 - $261.58 $175K - $196K
13.3K $3.2M
KLAC
Kla Corp

Technology
-85
- 17.89%
$614.46 - $829.55 $52.2K - $70.5K
390 $245K
IBB
Ishares Biotechnology ETF

ETFs
-600
- 19.61%
$131.21 - $148.85 $78.7K - $89.3K
2.46K $325K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-737
- 2.5%
$33.39 - $37.66 $24.6K - $27.8K
28.7K $958K
XLI
Industrial Sector Spdr

ETFs
-368
- 2.2%
$131.76 - $143.99 $48.5K - $53K
16.3K $2.15M
MA
Mastercard Inc

Financial Services
-263
- 28.07%
$491.3 - $536.15 $129K - $141K
674 $354K
XOM
Exxon Mobil Corp

Energy
-518
- 10.02%
$105.51 - $125.37 $54.7K - $64.9K
4.65K $500K
MRK
Merck & Co., Inc.

Healthcare
-335
- 6.84%
$96.31 - $114.76 $32.3K - $38.4K
4.56K $453K
MEAR
Blackrock Short Maturity Munic

ETFs
-1.95K
- 17.49%
$49.94 - $50.28 $97.3K - $98K
9.2K $459K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-744
- 7.34%
$55.45 - $61.08 $41.3K - $45.4K
9.4K $521K
KO
Coca Cola CO

Consumer Defensive
-703
- 12.66%
$61.74 - $71.71 $43.4K - $50.4K
4.85K $301K
PG
Procter & Gamble CO

Consumer Defensive
-419
- 9.93%
$161.05 - $179.7 $67.5K - $75.3K
3.8K $636K
ISRG
Intuitive Surgical Inc

Healthcare
-228
- 23.97%
$471.27 - $550.62 $107K - $126K
723 $377K
JNJ
Johnson & Johnson

Healthcare
-362
- 16.74%
$143.34 - $165.86 $51.9K - $60K
1.8K $260K
ABBV
Abb Vie Inc.

Healthcare
-287
- 15.18%
$164.99 - $203.87 $47.4K - $58.5K
1.6K $285K
TDG
Trans Digm Group Inc

Industrials
-35
- 14.34%
$1239.0 - $1442.53 $43.4K - $50.5K
209 $264K
ORCL
Oracle Corp

Technology
-351
- 13.46%
$165.41 - $192.43 $58.1K - $67.5K
2.26K $375K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-403
- 6.4%
$67.29 - $73.38 $27.1K - $29.6K
5.9K $400K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-572
- 7.27%
$121.89 - $135.52 $69.7K - $77.5K
7.3K $912K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-765
- 4.94%
$26.63 - $30.23 $20.4K - $23.1K
14.7K $391K
VBR
Vanguard Small Cap Value ETF

ETFs
-245
- 6.91%
$197.36 - $217.3 $48.4K - $53.2K
3.3K $654K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-575
- 5.59%
$481.22 - $538.17 $277K - $309K
9.71K $4.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-346
- 3.84%
$44.04 - $49.49 $15.2K - $17.1K
8.68K $382K
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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