Objective Capital Management, LLC
Q1 2025 13F Holdings
- Locationpepper pike, OH
- Num holdings
77
- Value ($000)
$78,398
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001924152
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.06M | 13 % | 17,900 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.29M | 6 % | 9,147 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $4.25M | 5 % | 16,524 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.23M | 5 % | 7,559 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.91M | 4 % | 11,240 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $2.79M | 4 % | 12,561 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $2.58M | 3 % | 6,153 | ||
AAPL APPLE INC | COM | 037833100 | $2.43M | 3 % | 10,941 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $2.06M | 3 % | 33,275 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $1.87M | 2 % | 15,346 |
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