Fulcrum Equity Management Purchases in Q2 2025

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
66.5K
New
$68.13 - $74.77 $4.53M - $4.98M
66.5K $4.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.94K
+ 113.46%
$496.48 - $617.85 $2.95M - $3.67M
11.2K $6.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.55K
New
$171.4 - $227.1 $1.12M - $1.49M
6.55K $1.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
219
+ 0.27%
$108.12 - $135.04 $23.7K - $29.6K
80.4K $10.9M
XLU
Utilities Sector Spdr

ETFs
11.8K
+ 312.42%
$73.09 - $82.77 $861K - $975K
15.5K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
New
$498.8 - $620.9 $754K - $939K
1.51K $938K
FXU
First Tr Exchange Traded Fd Ut

ETFs
22K
New
$37.86 - $43.29 $831K - $950K
22K $930K
IAK
Ishares Tr

ETFs
6.35K
New
$122.44 - $138.47 $778K - $879K
6.35K $853K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.48K
New
$82.21 - $83.12 $779K - $788K
9.48K $785K
NVDA
Nvidia Corp

Technology
1.63K
+ 17.37%
$94.31 - $157.99 $154K - $258K
11K $1.74M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.31K
New
$107.61 - $119.09 $464K - $513K
4.31K $511K
XLP
Consumer Staples Sector Spdr

ETFs
6.46K
+ 72.06%
N/A
15.4K $1.17M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
15.4K
New
$22.87 - $24.35 $352K - $375K
15.4K $374K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.82K
New
$139.8 - $197.22 $255K - $360K
1.82K $359K
IYW
Ishares Dj Us Tech ETF

ETFs
455
+ 5.35%
$122.57 - $173.27 $55.8K - $78.8K
8.97K $1.55M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.04K
+ 32.43%
$22.27 - $29.21 $179K - $235K
32.8K $958K
SPYG
Spdr Portfolio

ETFs
3.37K
New
$71.83 - $95.32 $242K - $321K
3.37K $320K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.82K
New
$82.51 - $109.2 $233K - $308K
2.82K $307K
DASH
Door Dash, Inc.

Communication Services
1.24K
New
$163.16 - $246.51 $202K - $305K
1.24K $304K
AVGO
Broadcom Inc.

Technology
28
+ 1.08%
$146.29 - $275.65 $4.1K - $7.72K
2.63K $724K
EFV
Msci Eafe Value ETF

ETFs
3.9K
+ 48.37%
$52.4 - $64.65 $204K - $252K
12K $759K
APH
Amphenol Corp

Technology
2.87K
New
$59.09 - $98.75 $170K - $284K
2.87K $283K
JPIE
J P Morgan Exchange Traded Fd
5.93K
New
$45.12 - $46.32 $268K - $275K
5.93K $274K
ORCL
Oracle Corp

Technology
1.24K
New
$122.82 - $218.63 $152K - $271K
1.24K $270K
META
Meta Platforms, Inc.

Communication Services
207
+ 29.11%
$484.66 - $738.09 $100K - $153K
918 $677K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.94K
+ 88.94%
$82.32 - $112.47 $160K - $218K
4.12K $463K
NFLX
Netflix Inc

Communication Services
192
New
$855.86 - $1339.13 $164K - $257K
192 $257K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.37K
New
$37.72 - $46.87 $203K - $252K
5.37K $250K
SSO
Proshares Ultra S&P 500

ETFs
2.5K
New
$64.8 - $97.72 $162K - $244K
2.5K $244K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.78K
+ 19.37%
$19.1 - $23.83 $130K - $162K
41.8K $996K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.49K
New
$50.09 - $51.09 $225K - $230K
4.49K $229K
SPOT
Spotify Technology S.A.

Communication Services
296
New
$503.3 - $775.9 $149K - $230K
296 $227K
RY
Royal Bank Of Canada

Financial Services
1.73K
New
$108.36 - $131.55 $188K - $228K
1.73K $227K
RTX
Raytheon Technologies Corp

Industrials
1.55K
New
$113.75 - $148.48 $176K - $229K
1.55K $225K
JCI
Johnson Controls International PLC

Industrials
2.13K
New
$71.14 - $105.62 $151K - $225K
2.13K $224K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.7K
New
$50.39 - $60.05 $186K - $222K
3.7K $222K
PM
Philip Morris International Inc.

Consumer Defensive
1.19K
New
$149.23 - $184.95 $177K - $220K
1.19K $216K
KMB
Kimberly Clark Corp

Consumer Defensive
1.66K
New
$126.84 - $145.22 $211K - $241K
1.66K $214K
IEMG
Ishares Inc

ETFs
3.95K
+ 95.09%
N/A
8.1K $434K
NVS
Novartis Ag

Healthcare
1.75K
New
$101.96 - $121.01 $178K - $212K
1.75K $211K
AMZN
Amazon Com Inc

Consumer Cyclical
388
+ 11.03%
$167.32 - $223.3 $64.9K - $86.6K
3.91K $857K
WMT
Walmart Inc.

Consumer Defensive
243
+ 1.57%
$81.79 - $99.98 $19.9K - $24.3K
15.7K $1.53M
MSFT
Microsoft Corp

Technology
157
+ 23.12%
$354.56 - $497.45 $55.7K - $78.1K
836 $415K
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 4.36%
$221.86 - $362.89 $14.2K - $23.2K
1.53K $486K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 32.82%
$40.94 - $52.1 $61.7K - $78.5K
6.1K $317K
QUAL
Ishares Msci Usa Quality Facto

ETFs
197
+ 4.62%
$152.42 - $182.82 $30K - $36K
4.46K $815K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3
+ 0.02%
$43.53 - $54.46 $131 - $163
13K $709K
GOOGL
Alphabet Inc.

Communication Services
29
+ 1.11%
$144.7 - $178.6 $4.2K - $5.18K
2.63K $464K
IVE
Ishares S&P 500 Value ETF

ETFs
142
+ 5.05%
$168.34 - $195.42 $23.9K - $27.7K
2.96K $577K
Activity Summary
Buys All Purchases 66 New Holdings 32 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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