Fulcrum Equity Management Incresed Positions 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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
833
+ 13.49%
$517.38 - $573.86 $431K - $478K
7.01K $4.02M
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
XLY
Select Sector Spdr Consumer Di

ETFs
1.21K
+ 76.43%
$170.05 - $200.86 $205K - $242K
2.78K $557K
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 76.82%
$801.83 - $917.05 $221K - $252K
633 $561K
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
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.24%
$66.91 - $81.4 $2.48K - $3.01K
15.3K $1.24M
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
GOOGL
Alphabet Inc.

Communication Services
867
+ 42.15%
$148.65 - $191.18 $129K - $166K
2.92K $484K
HYG
Ishares Tr

ETFs
587
+ 4.0%
$76.72 - $80.36 $45K - $47.2K
15.3K $1.22M
TRGP
Targa Resources Corp.

Energy
208
+ 7.11%
$127.86 - $156.46 $26.6K - $32.5K
3.14K $463K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
668
+ 6.35%
$59.93 - $66.52 $40K - $44.4K
11.2K $744K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.22K
+ 33.12%
$56.04 - $62.99 $68.1K - $76.5K
4.88K $298K
COP
Conocophillips

Energy
1.16K
+ 24.14%
$102.3 - $116.61 $118K - $135K
5.94K $625K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
798
+ 24.28%
$91.42 - $91.82 $73K - $73.3K
4.08K $374K
DUK
Duke Energy Corp

Utilities
28
+ 0.7%
$99.35 - $117.71 $2.78K - $3.3K
4.03K $464K
UVV
Universal Corp

Consumer Defensive
375
+ 4.49%
$46.58 - $54.85 $17.5K - $20.6K
8.72K $463K
D
Dominion Energy, Inc

Utilities
75
+ 1.17%
$48.01 - $58.53 $3.6K - $4.39K
6.5K $375K
IYW
Ishares Dj Us Tech ETF

ETFs
340
+ 5.1%
$133.16 - $158.73 $45.3K - $54K
7.01K $1.06M
BWXT
Bwx Technologies, Inc.

Industrials
127
+ 3.96%
$92.38 - $108.7 $11.7K - $13.8K
3.34K $362K
HII
Huntington Ingalls Industries, Inc.

Industrials
79
+ 3.88%
$241.93 - $282.86 $19.1K - $22.3K
2.11K $558K
CL
Colgate Palmolive CO

Consumer Defensive
153
+ 2.98%
$95.54 - $108.77 $14.6K - $16.6K
5.28K $548K
CLOI
Vaneck ETF Tr

ETFs
915
+ 8.2%
$52.65 - $53.04 $48.2K - $48.5K
12.1K $640K
SCHG
Schwab Strategic Tr Us Large C

ETFs
181
+ 2.81%
$92.63 - $105.69 $16.8K - $19.1K
6.63K $690K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.16%
$62.69 - $73.01 $376 - $438
3.75K $269K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.67%
$194.9 - $224.8 $4.09K - $4.72K
3.13K $660K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
178
+ 1.5%
$46.88 - $48.92 $8.34K - $8.71K
12.1K $589K
AMGN
Amgen Inc

Healthcare
14
+ 0.71%
$309.38 - $337.38 $4.33K - $4.72K
1.99K $640K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
179
+ 2.29%
$41.95 - $43.42 $7.51K - $7.77K
8K $347K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
56
+ 3.33%
$178.94 - $207.0 $10K - $11.6K
1.74K $348K
CDW
Cdw Corp

Technology
60
+ 4.34%
$206.67 - $239.84 $12.4K - $14.4K
1.44K $326K
Viper Energy Inc
375
+ 4.09%
N/A
9.54K $0
Sila Realty Trust Inc
4.42K
+ 15.33%
N/A
33.2K $0
UTES
Virtus Reaves Utilities ETF
1.71K
+ 8.07%
N/A
22.9K $0
ETF Ser Solutions
1K
+ 5.56%
N/A
19K $0
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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