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  Name: Objective Capital Management LLC
  City: Pepper Pike
  State: OH
  Zip: 44122
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $131,227,000
  Total Value Change : $18,516,000
  Securities Held Change : 18
   
All Securities Held : 120
  New Positions : 18
  Closed Positions : 2
  Increased Positions : 54
  Unchanged Positions : 7
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 21 - $344.73 $1,747,000 5,761 1.33% 215,000 0 0.002    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 30 - $262.57 $1,258,000 5,303 0.96% 132,000 0 0.001    Closed - End Fund - E...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 54 - $623,250.00 $543,000 1 0.41% 12,000 0 0    Property & Casualty I...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 62 - $112.55 $469,000 4,562 0.36% 44,000 0 0.003    Closed - End Fund - E...
   (KBE)1 Year Chart         KBE streetTRACKS Series Trust K... 71 - $47.28 $387,000 8,414 0.29% 77,000 0 0.017    Closed - End Fund - E...
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 92 - $159.80 $282,000 1,650 0.21% 8,000 0 0.001    Oil & Gas Equipment &...
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 102 - $144.84 $242,000 1,786 0.18% 42,000 0 0    N/A

      7 Records Found
  1    
Page 1 of 1
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