Fulcrum Capital LLC Purchases in Q3 2024

Fulcrum Capital LLC

  • $451 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
107K
New
$148.65 - $191.18 $15.9M - $20.4M
107K $17.7M
VO
Vanguard Mid Cap ETF

ETFs
4.07K
+ 2.36%
$237.84 - $263.83 $969K - $1.07M
176K $46.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
60.9K
New
$51.29 - $56.57 $3.12M - $3.44M
60.9K $3.44M
VUG
Vanguard Growth ETF

ETFs
8.88K
New
$341.08 - $391.94 $3.03M - $3.48M
8.88K $3.41M
AAPL
Apple Inc.

Technology
3.59K
+ 3.35%
$207.23 - $234.82 $744K - $843K
111K $25.8M
FTNT
Fortinet, Inc.

Technology
2.06K
+ 1.67%
$55.39 - $77.55 $114K - $160K
125K $9.71M
MA
Mastercard Inc

Financial Services
115
+ 0.39%
$429.6 - $500.99 $49.4K - $57.6K
29.5K $14.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.95K
+ 28.77%
$320.55 - $412.94 $1.27M - $1.63M
17.7K $6.89M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 0.33%
$488.01 - $604.18 $30.7K - $38.1K
19.4K $11.3M
CME
Cme Group Inc.

Financial Services
678
+ 1.55%
$193.43 - $220.62 $131K - $150K
44.3K $9.78M
AMZN
Amazon Com Inc

Consumer Cyclical
9.68K
+ 10.7%
$161.02 - $200.0 $1.56M - $1.94M
100K $18.7M
ABT
Abbott Laboratories

Healthcare
673
+ 1.57%
$100.07 - $118.13 $67.3K - $79.5K
43.6K $4.97M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.1K
New
$31.05 - $34.29 $344K - $379K
11.1K $379K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
669
+ 1.41%
$90.87 - $102.43 $60.8K - $68.5K
48.2K $4.76M
HSY
Hershey CO

Consumer Defensive
94
+ 0.25%
$182.45 - $203.25 $17.2K - $19.1K
38.3K $7.34M
PEP
Pepsico Inc

Consumer Defensive
188
+ 0.38%
$161.9 - $179.3 $30.4K - $33.7K
49.5K $8.41M
EXR
Extra Space Storage Inc.

Real Estate
1.49K
New
$151.92 - $183.06 $226K - $272K
1.49K $267K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.4K
New
$31.95 - $38.02 $204K - $243K
6.4K $239K
EA
Electronic Arts Inc.

Communication Services
418
+ 0.96%
$137.32 - $151.82 $57.4K - $63.5K
43.9K $6.3M
ALGN
Align Technology Inc

Healthcare
283
+ 3.35%
$204.03 - $257.2 $57.7K - $72.8K
8.72K $2.22M
AES
Aes Corp

Utilities
50
+ 0.16%
$16.18 - $20.07 $809 - $1K
31.1K $623K
JNJ
Johnson & Johnson

Healthcare
96
+ 2.67%
$145.48 - $167.38 $14K - $16.1K
3.7K $599K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.86K
+ 100.0%
$128.47 - $280.94 $239K - $523K
3.72K $576K
AVGO
Broadcom Inc.

Technology
2.61K
+ 900.0%
$136.27 - $1745.86 $356K - $4.56M
2.9K $500K
Morgan Stanley ETF Trust
114
+ 0.74%
N/A
15.5K $0
Linde PLC
82
+ 0.6%
N/A
13.8K $0
EOG
Eog Resources Inc

Energy
178
+ 0.41%
$117.9 - $132.65 $21K - $23.6K
43.9K $5.4M
WST
West Pharmaceutical Services Inc

Healthcare
162
+ 2.03%
$277.16 - $333.3 $44.9K - $54K
8.12K $2.44M
WM
Waste Management Inc

Industrials
308
+ 0.65%
$196.96 - $223.45 $60.7K - $68.8K
47.7K $9.9M
INTU
Intuit Inc

Technology
72
+ 0.57%
$602.97 - $670.49 $43.4K - $48.3K
12.8K $7.95M
FANG
Diamondback Energy, Inc.

Energy
56
+ 0.2%
$168.46 - $210.94 $9.43K - $11.8K
28.2K $4.87M
ADBE
Adobe Inc.

Technology
160
+ 0.65%
$508.13 - $586.55 $81.3K - $93.8K
24.7K $12.8M
EW
Edwards Lifesciences Corp

Healthcare
4.07K
+ 3.57%
$59.7 - $93.78 $243K - $381K
118K $7.78M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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