Objective Capital Management, LLC Portfolio Holdings
Objective Capital Management, LLC
- $167 Million
- Q3 2024
Objective Capital Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $167 Million distributed in 148 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 $15.4M, Apple Inc. with a value of $9.57M, Spdr S&P 500 ETF Trust with a value of $8.51M, Invesco Qqq Trust, Series 1 with a value of $5.02M, and Ishares S&P 100 ETF with a value of $5.01M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $147M to 167M.
Below you can find more details about Objective Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$167 Million
ETFs: $122 Million
Technology: $20.1 Million
Financial Services: $6.17 Million
Communication Services: $4.66 Million
Consumer Cyclical: $4.27 Million
Healthcare: $3.88 Million
Industrials: $2.21 Million
Consumer Defensive: $1.88 Million
Other: $1.98 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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