The Analysis of Objective Capital Management, LLC's Holdings
Currently, Objective Capital Management, LLC holds 85 types of securities in its portfolio with a total value $98.2M. In the most recent quarter, they have increased their positions in XLK (+7.1K shares, valued at $1.0M), SGOV (+7.5K shares, valued at $751.9K), GBIL (+7.1K shares, valued at $714.4K); decreased their positions in NVDA (-2.2K shares, valued at $407.0K), IBIT (-7.9K shares, valued at $390.6K), N/A (-450 shares, valued at $140.9K); initiated new positions in GBIL (+7.1K shares, valued at $714.4K), VCIT (+3.8K shares, valued at $317.1K), SMMU (+5.2K shares, valued at $263.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR20.1K shares2.26%2025-12-312026-02-04
VV VANGUARD INDEX FDS16.6K shares0.02%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR7.4K shares-2.05%2025-12-312026-02-04 VO VANGUARD INDEX FDS11.4K shares0.10%2025-12-312026-02-04 VB VANGUARD INDEX FDS12.7K shares1.62%2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE6.1K shares-1.30%2025-12-312026-02-04 AAPL APPLE INC9.2K shares-3.38%2025-12-312026-02-04 DGRO ISHARES TR33.7K shares0.50%2025-12-312026-02-04 ITOT ISHARES TR15.5K shares0.54%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR14.2K shares100.04%2025-12-312026-02-04 AMZN AMAZON COM INC7.8K shares6.27%2025-12-312026-02-04 FBTC FIDELITY WISE ORIGIN BITCOIN23.4K shares0.00%2025-12-312026-02-04 VTI VANGUARD INDEX FDS5.3K shares0.02%2025-12-312026-02-04 XLI SELECT SECTOR SPDR TR10.4K shares2.06%2025-12-312026-02-04 AGG ISHARES TR14.9K shares4.53%2025-12-312026-02-04 NVDA NVIDIA CORPORATION7.8K shares-21.75%2025-12-312026-02-04 IWM ISHARES TR5.7K shares0.00%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS5.9K shares0.15%2025-12-312026-02-04 XLV SELECT SECTOR SPDR TR8.1K shares0.06%2025-12-312026-02-04 IBIT ISHARES BITCOIN TRUST ETF24.6K shares-24.27%2025-12-312026-02-04 SHY ISHARES TR14.6K shares-3.56%2025-12-312026-02-04 HYG ISHARES TR13.3K shares-6.39%2025-12-312026-02-04 SGOV ISHARES TR10.6K shares238.95%2025-12-312026-02-04 XLP SELECT SECTOR SPDR TR13.5K shares0.06%2025-12-312026-02-04 IJR ISHARES TR8.1K shares2.59%2025-12-312026-02-04 SUB ISHARES TR8.8K shares6.12%2025-12-312026-02-04 PFFD GLOBAL X FDS47.8K shares10.79%2025-12-312026-02-04 MEAR ISHARES U S ETF TR17.9K shares25.55%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.2.7K shares-4.22%2025-12-312026-02-04 EMLP FIRST TR EXCHANGE-TRADED FD22.9K shares-0.50%2025-12-312026-02-04 XLU SELECT SECTOR SPDR TR19.7K shares100.37%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.6K shares-14.82%2025-12-312026-02-04 MUNI PIMCO ETF TR15.2K shares0.61%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS12.6K shares0.00%2025-12-312026-02-04 EW EDWARDS LIFESCIENCES CORP9.1K shares-7.64%2025-12-312026-02-04 NEAR ISHARES U S ETF TR15.1K shares122.97%2025-12-312026-02-04 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-04 IJH ISHARES TR11.2K shares2.03%2025-12-312026-02-04 SHYM BLACKROCK ETF TRUST II32.3K shares94.97%2025-12-312026-02-04 GBIL GOLDMAN SACHS ETF TR7.1K sharesnew addition2025-12-312026-02-04 MSFT MICROSOFT CORP1.4K shares7.75%2025-12-312026-02-04 FTSM FIRST TR EXCHANGE-TRADED FD10.8K shares0.50%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.0K shares0.00%2025-12-312026-02-04 IVW ISHARES TR5.1K shares7.12%2025-12-312026-02-04 BINC BLACKROCK ETF TRUST II11.8K shares22.08%2025-12-312026-02-04 SDVY FIRST TR EXCHANGE-TRADED FD15.8K shares3.90%2025-12-312026-02-04 PYLD PIMCO ETF TR22.4K shares61.18%2025-12-312026-02-04 IYG ISHARES TR5.9K shares0.03%2025-12-312026-02-04 PAAA PGIM ETF TR8.9K shares72.85%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC2.5K shares-23.35%2025-12-312026-02-04 KBE SPDR SERIES TRUST7.3K shares0.00%2025-12-312026-02-04 XAR SPDR SERIES TRUST1.8K shares0.00%2025-12-312026-02-04 DGRW WISDOMTREE TR4.9K shares0.39%2025-12-312026-02-04 VGT VANGUARD WORLD FD543 shares-18.71%2025-12-312026-02-04 PFF ISHARES TR13.2K shares-2.28%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO2.8K shares0.00%2025-12-312026-02-04 XLE SELECT SECTOR SPDR TR8.8K shares51.22%2025-12-312026-02-04 MUB ISHARES TR3.6K shares2.82%2025-12-312026-02-04 META META PLATFORMS INC553 shares2.79%2025-12-312026-02-04 CAT CATERPILLAR INC582 shares0.00%2025-12-312026-02-04 LNG CHENIERE ENERGY INC1.6K shares-8.33%2025-12-312026-02-04 VCIT VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2025-12-312026-02-04 HBAN HUNTINGTON BANCSHARES INC17.9K shares0.90%2025-12-312026-02-04 IBB ISHARES TR1.8K shares0.00%2025-12-312026-02-04 IYW ISHARES TR1.5K shares0.00%2025-12-312026-02-04 SNOW SNOWFLAKE INC1.3K shares-3.68%2025-12-312026-02-04 MS MORGAN STANLEY1.6K shares0.00%2025-12-312026-02-04 SMMU PIMCO ETF TR5.2K sharesnew addition2025-12-312026-02-04 KMI KINDER MORGAN INC DEL9.5K shares-24.82%2025-12-312026-02-04 BABA ALIBABA GROUP HLDG LTD1.7K shares-10.47%2025-12-312026-02-04 VT VANGUARD INTL EQUITY INDEX F1.8K shares0.11%2025-12-312026-02-04 SHYG ISHARES TR5.6K shares9.50%2025-12-312026-02-04 MDY SPDR S&P MIDCAP 400 ETF TR397 shares0.25%2025-12-312026-02-04 KKR & CO INC KKR & CO INC1.9K shares-21.37%2025-12-312026-02-04 DYNF BLACKROCK ETF TRUST3.9K sharesnew addition2025-12-312026-02-04 XOM EXXON MOBIL CORP1.9K sharesnew addition2025-12-312026-02-04 FTGC FIRST TR EXCHANGE TRAD FD VI9.1K shares-9.81%2025-12-312026-02-04 SLV ISHARES SILVER TR3.2K sharesnew addition2025-12-312026-02-04 IJT ISHARES TR1.5K shares0.00%2025-12-312026-02-04 VIS VANGUARD WORLD FD680 shares0.00%2025-12-312026-02-04 COTY COTY INC13.9K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available