Fulcrum Equity Management Purchases in Q3 2024

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
10.8K
+ 187.52%
$197.34 - $237.68 $2.13M - $2.56M
16.5K $3.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.57K
+ 566.39%
$162.83 - $179.16 $1.23M - $1.36M
8.9K $1.6M
KIE
Spdr S&P Insurance ETF

ETFs
23.3K
New
$49.44 - $56.87 $1.15M - $1.33M
23.3K $1.32M
TPYP
Managed Portfolio Ser Tortoise

ETFs
41.7K
New
$28.68 - $32.0 $1.2M - $1.33M
41.7K $1.31M
ENFR
Alerian Energy Infrastructure

ETFs
43.5K
New
$26.22 - $28.65 $1.14M - $1.25M
43.5K $1.23M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
14.4K
New
$77.46 - $86.43 $1.11M - $1.24M
14.4K $1.22M
EMLP
First Tr Exchange Traded Iv

ETFs
35K
New
$30.38 - $34.0 $1.06M - $1.19M
35K $1.18M
IDU
Ishares Tr U S Utils ETF

ETFs
11.5K
New
$87.2 - $102.21 $1M - $1.18M
11.5K $1.17M
MLPX
Global X Mlp & Energy Infrastr

ETFs
21.4K
New
$50.37 - $55.21 $1.08M - $1.18M
21.4K $1.17M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
29.3K
New
$36.82 - $39.74 $1.08M - $1.16M
29.3K $1.16M
XLF
Financial Sector Spdr

ETFs
19.4K
+ 86.67%
$40.84 - $45.74 $794K - $889K
41.9K $1.9M
XLV
Select Sector Spdr Fund Health

ETFs
5.12K
+ 184.88%
$143.3 - $157.24 $734K - $806K
7.89K $1.22M
RECS
Columbia ETF Tr I

ETFs
21.9K
New
$30.74 - $33.91 $674K - $743K
21.9K $743K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
13.3K
New
$47.54 - $52.58 $632K - $699K
13.3K $698K
SPY
Spdr S&P 500 ETF Trust

ETFs
833
+ 13.49%
$517.38 - $573.86 $431K - $478K
7.01K $4.02M
XLP
Consumer Staples Sector Spdr

ETFs
7.42K
New
$76.04 - $76.04 $564K - $564K
7.42K $564K
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.4K
New
$38.04 - $45.36 $471K - $561K
12.4K $552K
OKE
Oneok Inc

Energy
526
+ 1.14%
$78.62 - $95.27 $41.4K - $50.1K
46.7K $4.25M
XLU
Utilities Sector Spdr

ETFs
4.83K
+ 68.99%
$67.67 - $80.78 $327K - $390K
11.8K $956K
VST
Vistra Corp.

Utilities
364
+ 2.76%
$69.0 - $119.06 $25.1K - $43.3K
13.5K $1.61M
XLI
Industrial Sector Spdr

ETFs
2.45K
+ 41.82%
$120.56 - $135.44 $295K - $332K
8.31K $1.12M
EFV
Msci Eafe Value ETF

ETFs
5.93K
+ 131.46%
$51.72 - $57.96 $306K - $343K
10.4K $600K
XLC
Select Sector Spdr Tr Communic

ETFs
2.72K
+ 20.57%
$82.16 - $90.4 $223K - $246K
15.9K $1.44M
NRG
Nrg Energy, Inc.

Utilities
3.01K
New
$68.89 - $91.22 $207K - $275K
3.01K $274K
XLY
Select Sector Spdr Consumer Di

ETFs
1.21K
+ 76.43%
$170.05 - $200.86 $205K - $242K
2.78K $557K
XLB
Select Sector Spdr Fd Material

ETFs
2.73K
New
$86.95 - $97.09 $237K - $265K
2.73K $263K
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 76.82%
$801.83 - $917.05 $221K - $252K
633 $561K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.3K
New
$70.21 - $78.25 $231K - $258K
3.3K $253K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.91K
New
$44.07 - $50.57 $216K - $248K
4.91K $248K
PVAL
Putnam ETF Tr Putnam Focused L
6.53K
New
$35.03 - $37.94 $229K - $248K
6.53K $247K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.44K
New
$64.57 - $71.76 $222K - $247K
3.44K $246K
MGC
Vanguard Mega Cap ETF

ETFs
1.19K
New
$185.93 - $206.64 $222K - $247K
1.19K $246K
ABT
Abbott Laboratories

Healthcare
2.1K
New
$100.07 - $118.13 $210K - $248K
2.1K $239K
NVDA
Nvidia Corp

Technology
2.03K
+ 20.44%
$98.91 - $134.91 $201K - $274K
12K $1.45M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.65K
+ 14.93%
$44.83 - $47.42 $164K - $173K
28.1K $1.32M
RY
Royal Bank Of Canada

Financial Services
1.73K
New
$105.65 - $124.73 $183K - $216K
1.73K $215K
IVV
Ishares Core S&P 500 ETF

ETFs
373
New
$520.18 - $576.82 $194K - $215K
373 $215K
FANG
Diamondback Energy, Inc.

Energy
1.2K
New
$168.46 - $210.94 $201K - $252K
1.2K $206K
EME
Emcor Group, Inc.

Industrials
477
New
$340.22 - $435.6 $162K - $208K
477 $205K
MSM
Msc Industrial Direct CO Inc

Industrials
2.38K
New
$75.8 - $89.13 $180K - $212K
2.38K $204K
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.24%
$66.91 - $81.4 $2.48K - $3.01K
15.3K $1.24M
SPGI
S&P Global Inc.

Financial Services
388
New
$446.32 - $527.38 $173K - $205K
388 $200K
SBUX
Starbucks Corp

Consumer Cyclical
1.15K
+ 38.78%
$72.51 - $98.6 $83.5K - $113K
4.12K $401K
INGR
Ingredion Inc

Consumer Defensive
620
+ 18.17%
$111.98 - $137.59 $69.4K - $85.3K
4.03K $554K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.56K
+ 8.88%
$46.9 - $51.96 $73.1K - $81K
19.1K $984K
LLY
Eli Lilly & CO

Healthcare
157
+ 38.77%
$772.14 - $960.02 $121K - $151K
562 $497K
LMT
Lockheed Martin Corp

Industrials
40
+ 4.65%
$460.3 - $584.56 $18.4K - $23.4K
900 $526K
AAPL
Apple Inc.

Technology
11
+ 0.2%
$207.23 - $234.82 $2.28K - $2.58K
5.43K $1.27M
META
Meta Platforms, Inc.

Communication Services
103
+ 13.02%
$453.41 - $572.44 $46.7K - $59K
894 $511K
Activity Summary
Buys All Purchases 82 New Holdings 29 Increased Positions 53 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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