Fulcrum Equity Management Incresed Positions in Q2 2025

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.94K
+ 113.46%
$496.48 - $617.85 $2.95M - $3.67M
11.2K $6.91M
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
NVDA
Nvidia Corp

Technology
1.63K
+ 17.37%
$94.31 - $157.99 $154K - $258K
11K $1.74M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.76K
+ 114.84%
$91.43 - $91.74 $710K - $712K
14.5K $1.33M
XLP
Consumer Staples Sector Spdr

ETFs
6.46K
+ 72.06%
N/A
15.4K $1.17M
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
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
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.94K
+ 88.94%
$82.32 - $112.47 $160K - $218K
4.12K $463K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.78K
+ 19.37%
$19.1 - $23.83 $130K - $162K
41.8K $996K
IEMG
Ishares Inc

ETFs
3.95K
+ 95.09%
N/A
8.1K $434K
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
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 4.66%
$908.13 - $1056.85 $18.2K - $21.1K
449 $444K
MBB
Ishares Tr

ETFs
309
+ 12.34%
$91.41 - $94.22 $28.2K - $29.1K
2.81K $264K
Ge Vernova Inc
86
+ 10.06%
N/A
941 $0
Managed Portfolio Series
1.6K
+ 11.91%
N/A
15K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.51K
+ 116.68%
N/A
12.1K $0
DUK
Duke Energy Corp

Utilities
25
+ 0.65%
$112.46 - $124.05 $2.81K - $3.1K
3.89K $459K
TRGP
Targa Resources Corp.

Energy
108
+ 6.93%
$157.32 - $205.72 $17K - $22.2K
1.67K $290K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.56%
$210.83 - $235.28 $4.01K - $4.47K
3.44K $763K
ABBV
Abb Vie Inc.

Healthcare
44
+ 1.29%
$170.16 - $206.27 $7.49K - $9.08K
3.44K $639K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.18%
$483.48 - $539.8 $3.87K - $4.32K
4.42K $2.15M
OKE
Oneok Inc

Energy
1.61K
+ 3.39%
$78.71 - $100.37 $127K - $162K
49.2K $4.02M
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
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email