Objective Capital Management, LLC Portfolio Holdings
Objective Capital Management, LLC
- $144 Million
- Q4 2024
Objective Capital Management, LLC has filed its 13F form on March 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14.6M, Apple Inc. with a value of $7.98M, Spdr S&P 500 ETF Trust with a value of $7.79M, Ishares S&P 100 ETF with a value of $4.99M, and Invesco Qqq Trust, Series 1 with a value of $4.96M.
Examining the 13F form we can see an decrease of $23M in the current position value, from $167M to 144M.
Below you can find more details about Objective Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$144 Million
ETFs: $104 Million
Technology: $16.9 Million
Financial Services: $6.69 Million
Consumer Cyclical: $4.43 Million
Communication Services: $4.08 Million
Healthcare: $2.74 Million
Industrials: $1.98 Million
Consumer Defensive: $1.59 Million
Other: $1.76 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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