Fulcrum Equity Management Reduced Holdings in Q2 2024

Fulcrum Equity Management

  • $108 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8.1K
- 82.82%
$170.63 - $199.67 $1.38M - $1.62M
1.68K $331K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-17.9K
- 82.56%
$74.81 - $88.63 $1.34M - $1.58M
3.77K $329K
HYG
Ishares Tr

ETFs
-16K
- 52.13%
$75.68 - $77.45 $1.21M - $1.24M
14.7K $1.13M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-14.6K
- 49.5%
$42.0 - $47.28 $613K - $690K
14.9K $698K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.63K
- 38.65%
$154.56 - $173.19 $406K - $455K
4.17K $712K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.09K
- 51.98%
$142.51 - $175.12 $297K - $365K
1.93K $330K
XLK
Technology Sector Spdr

ETFs
-1.78K
- 23.64%
$192.53 - $231.41 $343K - $412K
5.75K $1.3M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-1.5K
- 11.17%
$100.62 - $107.7 $150K - $161K
11.9K $1.22M
JNJ
Johnson & Johnson

Healthcare
-493
- 9.7%
$144.38 - $157.78 $71.2K - $77.8K
4.59K $671K
HII
Huntington Ingalls Industries, Inc.

Industrials
-89
- 4.19%
$238.46 - $287.6 $21.2K - $25.6K
2.04K $501K
MLPA
Global X Mlp ETF

ETFs
-1.49K
- 5.76%
$46.2 - $48.98 $68.7K - $72.8K
24.3K $1.18M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-400
- 1.28%
$38.68 - $40.59 $15.5K - $16.2K
30.9K $1.22M
UVV
Universal Corp

Consumer Defensive
-254
- 2.95%
$46.0 - $54.33 $11.7K - $13.8K
8.35K $402K
BWXT
Bwx Technologies, Inc.

Industrials
-91
- 2.76%
$87.04 - $101.9 $7.92K - $9.27K
3.21K $304K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-358
- 5.38%
$70.55 - $72.66 $25.3K - $26K
6.29K $453K
RIO
Rio Tinto PLC

Basic Materials
-401
- 7.52%
$63.0 - $73.61 $25.3K - $29.5K
4.93K $324K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-263
- 3.26%
$41.64 - $42.32 $11K - $11.1K
7.82K $329K
FDX
Fedex Corp

Industrials
-62
- 7.75%
$245.11 - $299.84 $15.2K - $18.6K
738 $221K
BHP
Bhp Group LTD

Basic Materials
-116
- 2.49%
$55.0 - $61.63 $6.38K - $7.15K
4.54K $259K
DUSA
Davis Fundamental ETF Tr

ETFs
-14
- 0.04%
$38.42 - $40.62 $538 - $569
31.7K $1.29M
VST
Vistra Corp.

Utilities
-490
- 3.58%
$65.66 - $106.2 $32.2K - $52K
13.2K $1.13M
Activity Summary
Buys All Purchases 106 New Holdings 43 Increased Positions 63 Sells All Sells 22 Reductions 22 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