Fulcrum Capital LLC Sells in Q1 2025

Fulcrum Capital LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.5K
- 6.58%
$209.68 - $247.1 $2.21M - $2.6M
150K $33.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.71K
- 25.82%
$554.06 - $615.85 $2.06M - $2.28M
10.7K $5.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-932
- 1.75%
$65.15 - $91.81 $60.7K - $85.6K
52.4K $3.42M
MA
Mastercard Inc

Financial Services
-2.66K
- 8.97%
$504.67 - $576.31 $1.34M - $1.53M
27K $14.8M
INTU
Intuit Inc

Technology
-752
- 5.81%
$555.63 - $630.23 $418K - $474K
12.2K $7.49M
BCC
Boise Cascade CO

Basic Materials
-4.28K
- 46.59%
$96.38 - $129.12 $413K - $553K
4.91K $482K
SYK
Stryker Corp

Healthcare
-1.33K
- 69.3%
$355.18 - $399.9 $471K - $531K
588 $218K
HD
Home Depot, Inc.

Consumer Cyclical
-1.1K
- 55.61%
$347.25 - $424.87 $382K - $468K
879 $322K
COST
Costco Wholesale Corp

Consumer Defensive
-340
- 18.3%
$890.62 - $1076.86 $303K - $366K
1.52K $1.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.91K
- 8.22%
$82.81 - $92.93 $158K - $177K
21.3K $1.8M
QCOM
Qualcomm Inc

Technology
-1.2K
- 35.12%
$151.94 - $175.86 $182K - $211K
2.22K $340K
V
Visa Inc.

Financial Services
-1K
- 17.39%
$306.92 - $362.71 $307K - $363K
4.76K $1.67M
XOM
Exxon Mobil Corp

Energy
-825
- 19.63%
$105.44 - $118.93 $87K - $98.1K
3.38K $401K
AES
Aes Corp

Utilities
-342
- 1.1%
$9.93 - $13.23 $3.4K - $4.52K
30.7K $381K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-560
- 8.64%
$75.32 - $84.77 $42.2K - $47.5K
5.92K $488K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-110
- 0.48%
$27.01 - $28.54 $2.97K - $3.14K
22.9K $631K
SPGI
S&P Global Inc.

Financial Services
-279
- 1.31%
$478.26 - $543.77 $133K - $152K
20.9K $10.6M
ECL
Ecolab Inc.

Basic Materials
-197
- 2.95%
$229.72 - $269.82 $45.3K - $53.2K
6.47K $1.64M
AWK
American Water Works Company, Inc.

Utilities
-118
- 2.45%
$121.01 - $149.31 $14.3K - $17.6K
4.7K $692K
WELL
Welltower Inc.

Real Estate
-169
- 2.76%
$124.05 - $156.86 $21K - $26.5K
5.96K $912K
NFLX
Netflix Inc

Communication Services
-351
- 2.99%
$828.4 - $1058.6 $291K - $372K
11.4K $10.6M
CME
Cme Group Inc.

Financial Services
-1.33K
- 2.96%
$225.82 - $266.54 $299K - $353K
43.4K $11.5M
WM
Waste Management Inc

Industrials
-336
- 0.7%
$200.54 - $233.78 $67.4K - $78.6K
47.8K $11.1M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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