Objectivity Squared, LLC Portfolio Holdings

Objectivity Squared, LLC

  • $131 Billion
  • Q2 2024

Objectivity Squared, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $17.8B, First Tr Exchng Traded Fd Vi with a value of $15.7B, Ishares Core Dividend Growth E with a value of $10.6B, Vanguard Ftse Developed Market with a value of $10.3B, and Vaneck Morningstar Wide Moat E with a value of $10.1B.

Examining the 13F form we can see an increase of $17B in the current position value, from $114B to 131B.

Objectivity Squared, LLC is based out at Charleston, SC

Below you can find more details about Objectivity Squared, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $83.3 Billion
Energy: $11.8 Billion
Technology: $7.32 Billion
Communication Services: $3.95 Billion
Consumer Cyclical: $3.84 Billion
Industrials: $1.92 Billion
Financial Services: $1.31 Billion
Healthcare: $728 Million
Other: $725 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143M
$575 Million 0.44% of portfolio
27,390
Q1 2024 Reduced 2.18%
$194M
$74.1 Million 0.06% of portfolio
45,209
Q2 2024 Added 2.14%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $131 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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