Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Objective Capital Management LLC
  City: Pepper Pike
  State: OH
  Zip: 44122
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 45 New $81.40 $686,000 8,367 0.52% 686,000 8,367 0.001    Closed - End Fund - E...
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf 52 New $0.00 $572,000 9,367 0.44% 572,000 9,367 0.01    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 69 New $0.00 $417,000 7,522 0.32% 417,000 7,522 0.001    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 78 New $106.47 $363,000 3,350 0.28% 363,000 3,350 0    Closed - End Fund - E...
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 81 New $0.00 $349,000 6,900 0.27% 349,000 6,900 0.008    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 82 New $166.33 $347,000 2,352 0.26% 347,000 2,352 0    Semiconductor- Broad...
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 84 New $52.05 $338,000 6,400 0.26% 338,000 6,400 0.007    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 89 New $27.12 $304,000 12,276 0.23% 304,000 12,276 0.005    N/A
   (AXP)1 Year Chart         AXP American Express Co 96 New $242.30 $266,000 1,420 0.2% 266,000 1,420 0    Credit Services
   (CRM)1 Year Chart         CRM Salesforce.com Inc 100 New $287.07 $246,000 935 0.19% 246,000 935 0    Internet Software & S...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 103 New $92.97 $241,000 2,500 0.18% 241,000 2,500 0.001    Closed - End Fund - E...
   (PM)1 Year Chart         PM Philip Morris International... 107 New $99.59 $232,000 2,465 0.18% 232,000 2,465 0    Cigarettes & Other To...
   (PSX)1 Year Chart         PSX Phillips 66 110 New $144.42 $221,000 1,659 0.17% 221,000 1,659 0.034    Oil & Gas Refining, P...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 112 New $372.63 $220,000 651 0.17% 220,000 651 0    Medical Appliances & ...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 115 New $772.80 $213,000 366 0.16% 213,000 366 0    Semiconductor Equipme...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 117 New $176.08 $208,000 1,404 0.16% 208,000 1,404 0    Oil & Gas Refining, P...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 119 New $125.28 $206,000 1,760 0.16% 206,000 1,760 0.001    Closed - End Fund - E...

      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results