The Analysis of Objective Capital Management, LLC's Holdings
Currently, Objective Capital Management, LLC holds 88 types of securities in its portfolio with a total value $96.6M. In the most recent quarter, they have increased their positions in IVV (+1.3K shares, valued at $860.7K), PAAA (+5.2K shares, valued at $266.5K), IJT (+1.5K shares, valued at $206.4K); decreased their positions in SGOV (-2.8K shares, valued at $277.1K), QQQ (-334 shares, valued at $200.5K), SPY (-183 shares, valued at $121.9K); initiated new positions in PAAA (+5.2K shares, valued at $266.5K), IJT (+1.5K shares, valued at $206.4K), VIS (+680 shares, valued at $201.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR19.6K shares7.02%2025-09-302025-10-30
QQQ INVESCO QQQ TR9.7K shares-3.32%2025-09-302025-10-30 VV VANGUARD INDEX FDS16.6K shares0.32%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR7.5K shares-2.38%2025-09-302025-10-30 VO VANGUARD INDEX FDS11.4K shares0.37%2025-09-302025-10-30 VB VANGUARD INDEX FDS12.5K shares0.17%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE6.2K shares0.21%2025-09-302025-10-30 AAPL APPLE INC9.5K shares-0.20%2025-09-302025-10-30 FBTC FIDELITY WISE ORIGIN BITCOIN23.4K shares0.00%2025-09-302025-10-30 DGRO ISHARES TR33.6K shares0.58%2025-09-302025-10-30 ITOT ISHARES TR15.4K shares0.16%2025-09-302025-10-30 IBIT ISHARES BITCOIN TRUST ETF32.4K shares0.92%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR7.1K shares-1.68%2025-09-302025-10-30 NVDA NVIDIA CORPORATION10.0K shares0.02%2025-09-302025-10-30 VTI VANGUARD INDEX FDS5.3K shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC7.3K shares-1.25%2025-09-302025-10-30 XLI SELECT SECTOR SPDR TR10.2K shares-0.88%2025-09-302025-10-30 AGG ISHARES TR14.3K shares1.65%2025-09-302025-10-30 IWM ISHARES TR5.7K shares-0.55%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS5.9K shares-0.41%2025-09-302025-10-30 SHY ISHARES TR15.1K shares-6.88%2025-09-302025-10-30 HYG ISHARES TR14.2K shares-3.16%2025-09-302025-10-30 XLV SELECT SECTOR SPDR TR8.1K shares0.09%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-4.51%2025-09-302025-10-30 XLP SELECT SECTOR SPDR TR13.4K shares0.14%2025-09-302025-10-30 IJR ISHARES TR7.9K shares-2.61%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.2.8K shares-0.88%2025-09-302025-10-30 SUB ISHARES TR8.3K shares2.31%2025-09-302025-10-30 EMLP FIRST TR EXCHANGE-TRADED FD23.0K shares-1.18%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR9.8K shares0.29%2025-09-302025-10-30 PFFD GLOBAL X FDS43.1K shares32.12%2025-09-302025-10-30 MUNI PIMCO ETF TR15.1K shares26.84%2025-09-302025-10-30 EW EDWARDS LIFESCIENCES CORP9.8K shares-2.00%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS12.6K shares0.20%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-30 GOOGL ALPHABET INC3.0K shares-2.13%2025-09-302025-10-30 MEAR ISHARES U S ETF TR14.2K shares8.39%2025-09-302025-10-30 IJH ISHARES TR10.9K shares0.18%2025-09-302025-10-30 MSFT MICROSOFT CORP1.3K shares-0.46%2025-09-302025-10-30 FTSM FIRST TR EXCHANGE-TRADED FD10.8K shares0.40%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC3.3K shares10.76%2025-09-302025-10-30 SDVY FIRST TR EXCHANGE-TRADED FD15.2K shares-0.12%2025-09-302025-10-30 IVW ISHARES TR4.7K shares0.00%2025-09-302025-10-30 IYG ISHARES TR5.9K shares0.03%2025-09-302025-10-30 XLE SELECT SECTOR SPDR TR5.8K shares0.28%2025-09-302025-10-30 BINC BLACKROCK ETF TRUST II9.6K shares17.23%2025-09-302025-10-30 VGT VANGUARD WORLD FD668 shares0.00%2025-09-302025-10-30 GOOG ALPHABET INC2.0K shares0.05%2025-09-302025-10-30 ETN EATON CORP PLC1.2K shares-0.68%2025-09-302025-10-30 KBE SPDR SERIES TRUST7.3K shares0.00%2025-09-302025-10-30 PTY PIMCO CORPORATE & INCOME OPP30.1K shares13.25%2025-09-302025-10-30 DGRW WISDOMTREE TR4.9K shares0.64%2025-09-302025-10-30 XAR SPDR SERIES TRUST1.8K shares0.00%2025-09-302025-10-30 PFF ISHARES TR13.5K shares3.16%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO2.8K shares0.00%2025-09-302025-10-30 LNG CHENIERE ENERGY INC1.8K shares0.00%2025-09-302025-10-30 META META PLATFORMS INC538 shares-2.00%2025-09-302025-10-30 MUB ISHARES TR3.5K shares0.00%2025-09-302025-10-30 PYLD PIMCO ETF TR13.9K shares33.23%2025-09-302025-10-30 SHYM BLACKROCK ETF TRUST II16.5K shares60.87%2025-09-302025-10-30 KMI KINDER MORGAN INC DEL12.6K shares12.65%2025-09-302025-10-30 NEAR ISHARES U S ETF TR6.8K shares-0.90%2025-09-302025-10-30 BABA ALIBABA GROUP HLDG LTD1.9K shares6.17%2025-09-302025-10-30 SGOV ISHARES TR3.1K shares-46.74%2025-09-302025-10-30 HBAN HUNTINGTON BANCSHARES INC17.8K shares0.93%2025-09-302025-10-30 SNOW SNOWFLAKE INC1.4K shares6.75%2025-09-302025-10-30 KKR KKR & CO INC2.4K shares0.00%2025-09-302025-10-30 GBTC GRAYSCALE BITCOIN TRUST ETF3.4K shares0.00%2025-09-302025-10-30 IYW ISHARES TR1.5K shares0.00%2025-09-302025-10-30 XYLD GLOBAL X FDS7.2K shares-25.21%2025-09-302025-10-30 CAT CATERPILLAR INC582 shares-1.52%2025-09-302025-10-30 PAAA PGIM ETF TR5.2K sharesnew addition2025-09-302025-10-30 MRK MERCK & CO INC3.1K shares0.00%2025-09-302025-10-30 IBB ISHARES TR1.8K shares0.00%2025-09-302025-10-30 FTGC FIRST TR EXCHANGE TRAD FD VI10.0K shares0.12%2025-09-302025-10-30 NET CLOUDFLARE INC1.2K shares0.00%2025-09-302025-10-30 PCN PIMCO CORPORATE & INCM STRG19.1K shares19.66%2025-09-302025-10-30 MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-10-30 BX BLACKSTONE INC1.4K shares0.07%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F1.8K shares0.06%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR396 shares0.25%2025-09-302025-10-30 SHYG ISHARES TR5.1K shares1.72%2025-09-302025-10-30 IJT ISHARES TR1.5K sharesnew addition2025-09-302025-10-30 AMLP ALPS ETF TR4.4K shares-27.65%2025-09-302025-10-30 VIS VANGUARD WORLD FD680 sharesnew addition2025-09-302025-10-30 VG VENTURE GLOBAL INC10.7K sharesnew addition2025-09-302025-10-30 EVN EATON VANCE MUNI INCOME TRUS10.0K sharesnew addition2025-09-302025-10-30 OPEN OPENDOOR TECHNOLOGIES INC10.0K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available