Fulcrum Equity Management Purchases and Sells in Q1 2025

Fulcrum Equity Management

$88.9 Million
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	26.1K + 2110.69%	$169.43 - $182.84 $4.42M - $4.77M	27.3K $4.73M
SPY	2.76K + 111.3%	$551.42 - $612.93 $1.52M - $1.69M	5.24K $2.93M
XLC	12.7K + 63.83%	$94.84 - $105.31 $1.2M - $1.34M	32.5K $3.14M
XLV	3.61K + 50.56%	$137.61 - $149.68 $496K - $540K	10.7K $1.57M
XTL	2.63K + 31.77%	$99.49 - $112.88 $261K - $297K	10.9K $1.09M
IVE	794 + 39.33%	$185.78 - $198.58 $148K - $158K	2.81K $536K

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KIE	25.5K New	$54.24 - $60.81 $1.38M - $1.55M	25.5K $1.55M
ISHP	27.7K New	$34.79 - $39.78 $964K - $1.1M	27.7K $1M
MINT	9.46K New	$100.32 - $100.76 $949K - $953K	9.46K $951K
IETC	12.6K New	$74.94 - $89.98 $944K - $1.13M	12.6K $943K
VFH	7.89K New	$114.07 - $127.34 $900K - $1.01M	7.89K $942K
JPST	14.5K New	$50.39 - $50.66 $728K - $732K	14.5K $731K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	-15.6K - 80.55%	$74.7 - $80.27 $1.17M - $1.25M	3.77K $297K
ITOT	-312 - 0.39%	$120.29 - $134.6 $37.5K - $42K	80.2K $9.78M
MSFT	-1.26K - 65.04%	$375.39 - $447.2 $474K - $565K	679 $254K
XLI	-3.96K - 32.52%	$128.78 - $141.67 $510K - $561K	8.22K $1.08M
FDN	-1.21K - 23.38%	$221.38 - $266.86 $268K - $323K	3.96K $879K
SPLG	-4.03K - 15.62%	$64.88 - $72.1 $261K - $290K	21.8K $1.43M

Activity Summary All Purchases 42 New Holdings 17 Increased Positions 25 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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