Objectivity Squared, LLC Long-Term Concentrated

CIK: 0002011113 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 15, 2024

Total Value ($000): $113,827 (100.0% shares, 0.0% debt)

Holdings (47)

XOCT FIRST TR EXCHNG TRADED FD VI 13.6%
Value ($000) $15,491 Shares 472,565 Est. Cost $31.98 Unrealized
AVUV AMERICAN CENTY ETF TR 13.6%
Value ($000) $15,433 Shares 171,800 Est. Cost $89.80 Unrealized
DGRO ISHARES TR 8.3%
Value ($000) $9,401 Shares 166,074 Est. Cost $54.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 8.2%
Value ($000) $9,305 Shares 189,081 Est. Cost $47.99 Unrealized
MOAT VANECK ETF TRUST 8.1%
Value ($000) $9,217 Shares 106,019 Est. Cost $85.59 Unrealized
IWD ISHARES TR 7.5%
Value ($000) $8,484 Shares 48,544 Est. Cost $166.00 Unrealized
IWF ISHARES TR 5.2%
Value ($000) $5,921 Shares 17,800 Est. Cost $304.64 Unrealized
USAC USA COMPRESSION PARTNERS LP 4.5%
Value ($000) $5,129 Shares 197,971 Est. Cost $22.89 Unrealized
MPLX MPLX LP 3.0%
Value ($000) $3,453 Shares 83,437 Est. Cost $36.82 Unrealized
AVEM AMERICAN CENTY ETF TR 3.0%
Value ($000) $3,377 Shares 57,743 Est. Cost $56.56 Unrealized
IWM ISHARES TR 2.7%
Value ($000) $3,020 Shares 15,029 Est. Cost $200.78 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $2,619 Shares 15,613 Est. Cost $182.81 Unrealized -1.4%
GOOG ALPHABET INC 2.1%
Value ($000) $2,347 Shares 14,887 Est. Cost $138.00 Unrealized +3.8%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $2,131 Shares 17,440 Est. Cost $97.66 Unrealized +0.4%
ABNB AIRBNB INC 1.8%
Value ($000) $1,996 Shares 12,454 Est. Cost $132.24 Unrealized +14.5%
AMZN AMAZON COM INC 1.7%
Value ($000) $1,938 Shares 10,423 Est. Cost $140.18 Unrealized +19.1%
BA BOEING CO 1.4%
Value ($000) $1,576 Shares 9,027 Est. Cost $213.87 Unrealized -3.9%
IVV ISHARES TR 1.1%
Value ($000) $1,239 Shares 2,398 Est. Cost $478.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.1%
Value ($000) $1,198 Shares 41,083 Est. Cost $26.40 Unrealized
UBER UBER TECHNOLOGIES INC 1.0%
Value ($000) $1,143 Shares 15,377 Est. Cost $52.31 Unrealized +37.2%
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,088 Shares 2,570 Est. Cost $351.73 Unrealized +13.5%
MANAGED PORTFOLIO SERIES 0.6%
Value ($000) $641 Shares 23,301 Est. Cost $25.96 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.5%
Value ($000) $542 Shares 9,621 Est. Cost $57.30 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $528 Shares 607 Est. Cost $72.44 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value ($000) $525 Shares 1,750 Est. Cost $185.57 Unrealized +26.6%
ESPO VANECK ETF TRUST 0.5%
Value ($000) $517 Shares 8,434 Est. Cost $56.73 Unrealized
AFBI AFFINITY BANCSHARES INC 0.4%
Value ($000) $441 Shares 27,390 Est. Cost $13.64 Unrealized +11.4%
SPTI SPDR SER TR 0.4%
Value ($000) $419 Shares 15,177 Est. Cost $28.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $416 Shares 4,250 Est. Cost $83.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $411 Shares 765 Est. Cost $507.36 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $390 Shares 2,596 Est. Cost $143.59 Unrealized +4.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $354 Shares 3,710 Est. Cost $84.04 Unrealized +5.2%
PEP PEPSICO INC 0.3%
Value ($000) $335 Shares 1,985 Est. Cost $153.79 Unrealized +2.3%
SHOP SHOPIFY INC 0.3%
Value ($000) $317 Shares 4,399 Est. Cost $63.86 Unrealized +23.7%
AFL AFLAC INC 0.3%
Value ($000) $299 Shares 3,606 Est. Cost $76.99 Unrealized +2.3%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $288 Shares 1,155 Est. Cost $200.12 Unrealized +18.8%
IWR ISHARES TR 0.2%
Value ($000) $257 Shares 3,135 Est. Cost $77.72 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $248 Shares 3,769 Est. Cost $61.23 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $245 Shares 2,087 Est. Cost $102.38 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $222 Shares 2,902 Est. Cost $77.27 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $214 Shares 2,717 Est. Cost $78.75 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $210 Shares 276 Est. Cost $702.49 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $175 Shares 10,455 Est. Cost $14.21 Unrealized +9.9%
GNW GENWORTH FINL INC 0.1%
Value ($000) $134 Shares 22,200 Est. Cost $6.07 Unrealized +3.1%
ATAI LIFE SCIENCES NV 0.1%
Value ($000) $108 Shares 44,261 Est. Cost $1.46 Unrealized
AMPLIFY ETF TR 0.1%
Value ($000) $71 Shares 17,495 Est. Cost $4.05 Unrealized
DARE BIOSCIENCE INC 0.0%
Value ($000) $13 Shares 27,000 Est. Cost $0.42 Unrealized