Sponsored

The Analysis of Objective Capital Management, LLC's Holdings & P&L

Currently, Objective Capital Management, LLC holds 94 types of securities in its portfolio with a total value $99.0M. In the most recent quarter, they have increased their positions in OGE (+10.4K shares, valued at $499.7K), INMU (+15.0K shares, valued at $358.6K), PFFD (+19.4K shares, valued at $356.4K); decreased their positions in BINC (-7.7K shares, valued at $401.6K), SPY (-377 shares, valued at $245.2K), DGRO (-3.2K shares, valued at $221.4K); initiated new positions in OGE (+10.4K shares, valued at $499.7K), INMU (+15.0K shares, valued at $358.6K), WGMI (+9.1K shares, valued at $316.9K).

1M P&L

+3.1M+3.21%

3M P&L

-5.1M-4.94%

HY P&L

-1.5M-1.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A75.5M

84.1%

2Consumer Electronics2.4M

2.6%

3Internet Retail1.9M

2.2%

Top Industries by Stock Count

1N/A60 stocks

69.0%

2Drug Manufacturers - General2 stocks

2.3%

3Internet Retail2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR20.2K shares0.73%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR9.9K shares-1.05%2026-03-312026-05-04

VV VANGUARD INDEX FDS16.6K shares0.01%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T7.0K shares-5.13%2026-03-312026-05-04

VB VANGUARD INDEX FDS12.7K shares0.02%2026-03-312026-05-04

VO VANGUARD INDEX FDS11.1K shares-2.54%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND6.5K shares7.23%2026-03-312026-05-04

AAPL APPLE INC9.3K shares0.51%2026-03-312026-05-04

Sponsored

ITOT ISHARES TR15.2K shares-1.68%2026-03-312026-05-04

DGRO ISHARES TR30.6K shares-9.35%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR14.2K shares0.60%2026-03-312026-05-04

AMZN AMAZON COM INC8.2K shares4.51%2026-03-312026-05-04

VTI VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-05-04

AGG ISHARES TR16.6K shares11.28%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR10.0K shares-3.99%2026-03-312026-05-04

IWM ISHARES TR5.7K shares0.00%2026-03-312026-05-04

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN23.4K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION7.9K shares0.38%2026-03-312026-05-04

SHY ISHARES TR15.6K shares6.57%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS5.8K shares-1.63%2026-03-312026-05-04

PFFD GLOBAL X FDS67.1K shares40.56%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR8.1K shares0.06%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF29.7K shares20.98%2026-03-312026-05-04

SGOV ISHARES TR11.1K shares4.89%2026-03-312026-05-04

Sponsored

XLP SELECT SECTOR SPDR TR13.5K shares0.04%2026-03-312026-05-04

EMLP FIRST TR EXCHANGE-TRADED FD22.9K shares0.03%2026-03-312026-05-04

NEAR ISHARES U S ETF TR19.2K shares27.45%2026-03-312026-05-04

ALPHABET INC ALPHABET INC3.4K shares30.73%2026-03-312026-05-04

IJR ISHARES TR7.7K shares-4.78%2026-03-312026-05-04

HYG ISHARES TR11.9K shares-11.01%2026-03-312026-05-04

SUB ISHARES TR8.8K shares0.17%2026-03-312026-05-04

PYLD PIMCO ETF TR34.8K shares55.64%2026-03-312026-05-04

Sponsored

SHYM BLACKROCK ETF TRUST II40.3K shares24.92%2026-03-312026-05-04

MUNI PIMCO ETF TR16.6K shares9.60%2026-03-312026-05-04

MEAR ISHARES U S ETF TR17.2K shares-3.58%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO2.9K shares6.37%2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR8.4K shares17.77%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS12.6K shares0.00%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR17.6K shares-10.58%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-16.48%2026-03-312026-05-04

Sponsored

EW EDWARDS LIFESCIENCES CORP9.8K shares7.98%2026-03-312026-05-04

IJH ISHARES TR11.1K shares-0.98%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

FTSM FIRST TR EXCHANGE-TRADED FD10.9K shares0.24%2026-03-312026-05-04

MSFT MICROSOFT CORP1.7K shares25.59%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.2K shares6.95%2026-03-312026-05-04

IVW ISHARES TR5.1K shares0.02%2026-03-312026-05-04

XOM EXXON MOBIL CORP3.3K shares79.06%2026-03-312026-05-04

Sponsored

XLE SELECT SECTOR SPDR TR9.1K shares3.57%2026-03-312026-05-04

SDVY FIRST TR EXCHANGE TRADED FD13.2K shares-15.91%2026-03-312026-05-04

OGE OGE ENERGY CORP10.4K sharesnew addition2026-03-312026-05-04

IYG ISHARES TR5.9K shares0.03%2026-03-312026-05-04

XAR SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-05-04

CAT CATERPILLAR INC652 shares12.03%2026-03-312026-05-04

LNG CHENIERE ENERGY INC1.6K shares-3.03%2026-03-312026-05-04

META META PLATFORMS INC793 shares43.40%2026-03-312026-05-04

Sponsored

KBE SPDR SERIES TRUST7.3K shares0.00%2026-03-312026-05-04

PG PROCTER & GAMBLE CO3.0K shares8.33%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC3.6K shares14.32%2026-03-312026-05-04

DGRW WISDOMTREE TR4.9K shares0.29%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.1K shares0.00%2026-03-312026-05-04

MUB ISHARES TR3.6K shares0.00%2026-03-312026-05-04

INMU BLACKROCK ETF TRUST II15.0K sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.4K shares-3.20%2026-03-312026-05-04

Sponsored

KMI KINDER MORGAN INC DEL10.3K shares8.16%2026-03-312026-05-04

WGMI VALKYRIE ETF TRUST II9.1K sharesnew addition2026-03-312026-05-04

IBB ISHARES TR1.8K shares0.00%2026-03-312026-05-04

MS MORGAN STANLEY1.8K shares15.00%2026-03-312026-05-04

CVX CHEVRON CORPORATION1.5K sharesnew addition2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC19.1K shares6.81%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST5.1K shares31.85%2026-03-312026-05-04

PAAA PGIM ETF TR5.4K shares-39.13%2026-03-312026-05-04

Sponsored

IYW ISHARES TR1.5K shares0.07%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON1.1K sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC1.2K sharesnew addition2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR6.7K sharesnew addition2026-03-312026-05-04

SMMU PIMCO ETF TR5.2K shares0.44%2026-03-312026-05-04

FTGC FIRST TR EXCHANGE TRAD FD VI9.1K shares0.38%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR4.9K sharesnew addition2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS3.1K shares-17.93%2026-03-312026-05-04

Sponsored

TLT ISHARES TR2.9K sharesnew addition2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD1.9K shares13.73%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2026-03-312026-05-04

WMT WALMART INC1.9K sharesnew addition2026-03-312026-05-04

PFF ISHARES TR7.6K shares-42.04%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC659 sharesnew addition2026-03-312026-05-04

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-05-04

SHYG ISHARES TR5.0K shares-10.69%2026-03-312026-05-04

Sponsored

VIS VANGUARD WORLD FD680 shares0.00%2026-03-312026-05-04

TSLA TESLA INC571 sharesnew addition2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II4.0K shares-65.66%2026-03-312026-05-04

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-05-04

WULF TERAWULF INC11.0K sharesnew addition2026-03-312026-05-04

COTY COTY INC13.9K shares0.00%2026-03-312026-05-04

IVV

ISHARES TR

0.73%

Shares20.2K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-1.05%

Shares9.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.01%

Shares16.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-5.13%

Shares7.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.02%

Shares12.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-2.54%

Shares11.1K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

7.23%

Shares6.5K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.51%

Shares9.3K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

-1.68%

Shares15.2K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-9.35%

Shares30.6K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.60%

Shares14.2K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

4.51%

Shares8.2K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

11.28%

Shares16.6K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-3.99%

Shares10.0K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares23.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.38%

Shares7.9K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

6.57%

Shares15.6K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-1.63%

Shares5.8K

Event2026-03-31

Filed2026-05-04

PFFD

GLOBAL X FDS

40.56%

Shares67.1K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

0.06%

Shares8.1K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

20.98%

Shares29.7K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

4.89%

Shares11.1K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

0.04%

Shares13.5K

Event2026-03-31

Filed2026-05-04

EMLP

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares22.9K

Event2026-03-31

Filed2026-05-04

NEAR

ISHARES U S ETF TR

27.45%

Shares19.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

30.73%

Shares3.4K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-4.78%

Shares7.7K

Event2026-03-31

Filed2026-05-04

HYG

ISHARES TR

-11.01%

Shares11.9K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

0.17%

Shares8.8K

Event2026-03-31

Filed2026-05-04

PYLD

PIMCO ETF TR

55.64%

Shares34.8K

Event2026-03-31

Filed2026-05-04

SHYM

BLACKROCK ETF TRUST II

24.92%

Shares40.3K

Event2026-03-31

Filed2026-05-04

MUNI

PIMCO ETF TR

9.60%

Shares16.6K

Event2026-03-31

Filed2026-05-04

MEAR

ISHARES U S ETF TR

-3.58%

Shares17.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

6.37%

Shares2.9K

Event2026-03-31

Filed2026-05-04

GBIL

GOLDMAN SACHS ETF TR

17.77%

Shares8.4K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

-10.58%

Shares17.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-16.48%

Shares1.6K

Event2026-03-31

Filed2026-05-04

EDWARDS LIFESCIENCES CORP

7.98%

Shares9.8K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-0.98%

Shares11.1K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

FTSM

FIRST TR EXCHANGE-TRADED FD

0.24%

Shares10.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

25.59%

Shares1.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

6.95%

Shares2.2K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

0.02%

Shares5.1K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

79.06%

Shares3.3K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

3.57%

Shares9.1K

Event2026-03-31

Filed2026-05-04

SDVY

FIRST TR EXCHANGE TRADED FD

-15.91%

Shares13.2K

Event2026-03-31

Filed2026-05-04

OGE

OGE ENERGY CORP

New

Shares10.4K

Event2026-03-31

Filed2026-05-04

IYG

ISHARES TR

0.03%

Shares5.9K

Event2026-03-31

Filed2026-05-04

XAR

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

12.03%

Shares652

Event2026-03-31

Filed2026-05-04

LNG

CHENIERE ENERGY INC

-3.03%

Shares1.6K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

43.40%

Shares793

Event2026-03-31

Filed2026-05-04

KBE

SPDR SERIES TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

8.33%

Shares3.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

14.32%

Shares3.6K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

0.29%

Shares4.9K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

INMU

BLACKROCK ETF TRUST II

New

Shares15.0K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-3.20%

Shares2.4K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

8.16%

Shares10.3K

Event2026-03-31

Filed2026-05-04

WGMI

VALKYRIE ETF TRUST II

New

Shares9.1K

Event2026-03-31

Filed2026-05-04

IBB

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

15.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

6.81%

Shares19.1K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

31.85%

Shares5.1K

Event2026-03-31

Filed2026-05-04

PAAA

PGIM ETF TR

-39.13%

Shares5.4K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

TOTL

SSGA ACTIVE ETF TR

New

Shares6.7K

Event2026-03-31

Filed2026-05-04

SMMU

PIMCO ETF TR

0.44%

Shares5.2K

Event2026-03-31

Filed2026-05-04

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.38%

Shares9.1K

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

New

Shares4.9K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

-17.93%

Shares3.1K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

13.73%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

-42.04%

Shares7.6K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares659

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

-10.69%

Shares5.0K

Event2026-03-31

Filed2026-05-04

VIS

VANGUARD WORLD FD

0.00%

Shares680

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

New

Shares571

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

-65.66%

Shares4.0K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

New

Shares2.7K

Event2026-03-31

Filed2026-05-04

WULF

TERAWULF INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-04

COTY

COTY INC

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF4.0K sharesnew addition2026-03-312026-05-04

IBIT Call

ISHARES BITCOIN TRUST ETF

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

Put Option Holdings

No put option holdings data available