Fulcrum Equity Management New Holdings 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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.55K
New
$171.4 - $227.1 $1.12M - $1.49M
6.55K $1.49M
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
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.31K
New
$107.61 - $119.09 $464K - $513K
4.31K $511K
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
SPYG
Spdr Portfolio

ETFs
3.37K
New
$71.83 - $95.32 $242K - $321K
3.37K $320K
DASH
Door Dash, Inc.

Communication Services
1.24K
New
$163.16 - $246.51 $202K - $305K
1.24K $304K
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
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
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
NVS
Novartis Ag

Healthcare
1.75K
New
$101.96 - $121.01 $178K - $212K
1.75K $211K
Thornburg ETF Tr
11.8K
New
N/A
11.8K $0
Blackrock ETF Trust
8.87K
New
N/A
8.87K $0
ILCG
Ishares Morningstar Growth ETF
2.34K
New
N/A
2.34K $0
Pacer Fds Tr
6.31K
New
N/A
6.31K $0
Managed Portfolio Series
5.5K
New
N/A
5.5K $0
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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