Objective Capital Management, LLC

Q3 2024 13F Holdings

  • Location
    pepper pike, OH
  • Num holdings

    148

  • Value ($000)

    $170,223

  • Date Filed
    11/01/2024
  • Form type
    13F-HR
  • CIK
    0001924152
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$15.43M
9 %

26,742

AAPL
AAPL

APPLE INC

COM
037833100
$9.58M
6 %

41,111

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$8.51M
5 %

14,838

OEF
OEF

ISHARES TR

S&P 100 ETF
464287101
$5.21M
3 %

18,826

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$5.02M
3 %

10,283

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$4.41M
3 %

16,737

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.80M
2 %

39,701

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.51M
2 %

28,887

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.49M
2 %

8,121

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$3.34M
2 %

14,077

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 148