Fulcrum Equity Management Incresed Positions in Q1 2025

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.1K
+ 2110.69%
$169.43 - $182.84 $4.42M - $4.77M
27.3K $4.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.76K
+ 111.3%
$551.42 - $612.93 $1.52M - $1.69M
5.24K $2.93M
XLC
Select Sector Spdr Tr Communic

ETFs
12.7K
+ 63.83%
$94.84 - $105.31 $1.2M - $1.34M
32.5K $3.14M
XLV
Select Sector Spdr Fund Health

ETFs
3.61K
+ 50.56%
$137.61 - $149.68 $496K - $540K
10.7K $1.57M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
2.63K
+ 31.77%
$99.49 - $112.88 $261K - $297K
10.9K $1.09M
IVE
Ishares S&P 500 Value ETF

ETFs
794
+ 39.33%
$185.78 - $198.58 $148K - $158K
2.81K $536K
AMZN
Amazon Com Inc

Consumer Cyclical
1.14K
+ 47.92%
$190.26 - $242.06 $217K - $276K
3.52K $669K
AAPL
Apple Inc.

Technology
1.03K
+ 18.6%
$209.68 - $247.1 $215K - $253K
6.54K $1.45M
DUK
Duke Energy Corp

Utilities
26
+ 0.68%
$105.87 - $121.97 $2.75K - $3.17K
3.87K $471K
QUAL
Ishares Msci Usa Quality Facto

ETFs
437
+ 11.42%
$168.16 - $186.21 $73.5K - $81.4K
4.27K $728K
CVX
Chevron Corp

Energy
2
+ 0.11%
$146.71 - $167.97 $293 - $336
1.85K $309K
PSX
Phillips 66

Energy
149
+ 6.51%
$113.93 - $131.55 $17K - $19.6K
2.44K $301K
SAN
Banco Santander, S.A.

Financial Services
773
+ 5.45%
$4.46 - $7.14 $3.45K - $5.52K
15K $100K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.72K
+ 8.41%
$21.23 - $23.75 $57.7K - $64.6K
35K $754K
META
Meta Platforms, Inc.

Communication Services
45
+ 6.76%
$576.36 - $736.67 $25.9K - $33.2K
711 $409K
IWM
Ishares Russell 2000 ETF

ETFs
178
+ 16.68%
$198.1 - $229.79 $35.3K - $40.9K
1.25K $248K
Sila Realty Trust Inc
112
+ 0.34%
N/A
33.5K $0
OKE
Oneok Inc

Energy
489
+ 1.04%
$89.57 - $109.85 $43.8K - $53.7K
47.6K $4.72M
IYW
Ishares Dj Us Tech ETF

ETFs
938
+ 12.39%
$140.44 - $166.79 $132K - $156K
8.51K $1.2M
WMT
Walmart Inc.

Consumer Defensive
121
+ 0.79%
$84.5 - $105.05 $10.2K - $12.7K
15.5K $1.36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
341
+ 1.4%
$24.91 - $29.02 $8.49K - $9.9K
24.8K $620K
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 33.0%
$222.15 - $428.22 $80.9K - $156K
1.47K $380K
AVGO
Broadcom Inc.

Technology
121
+ 4.88%
$167.43 - $244.7 $20.3K - $29.6K
2.6K $435K
XLK
Technology Sector Spdr

ETFs
1.37K
+ 7.89%
$206.38 - $242.18 $282K - $331K
18.7K $3.86M
Activity Summary
Buys All Purchases 42 New Holdings 17 Increased Positions 25 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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