Fulcrum Equity Management Sells in Q1 2025

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-15.6K
- 80.55%
$74.7 - $80.27 $1.17M - $1.25M
3.77K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-312
- 0.39%
$120.29 - $134.6 $37.5K - $42K
80.2K $9.78M
MSFT
Microsoft Corp

Technology
-1.26K
- 65.04%
$375.39 - $447.2 $474K - $565K
679 $254K
XLI
Industrial Sector Spdr

ETFs
-3.96K
- 32.52%
$128.78 - $141.67 $510K - $561K
8.22K $1.08M
FDN
First Tr Fd Dow Jones

ETFs
-1.21K
- 23.38%
$221.38 - $266.86 $268K - $323K
3.96K $879K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.03K
- 15.62%
$64.88 - $72.1 $261K - $290K
21.8K $1.43M
NVDA
Nvidia Corp

Technology
-332
- 3.42%
$106.98 - $149.43 $35.5K - $49.6K
9.38K $1.02M
EFG
Msci Eafe Growth ETF

ETFs
-2.72K
- 47.35%
$96.1 - $106.37 $261K - $289K
3.02K $302K
XLY
Select Sector Spdr Consumer Di

ETFs
-94
- 1.13%
$192.6 - $233.2 $18.1K - $21.9K
8.2K $1.62M
PG
Procter & Gamble CO

Consumer Defensive
-1.06K
- 44.42%
$158.56 - $176.26 $169K - $187K
1.33K $226K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.94K
- 31.31%
$85.29 - $92.57 $166K - $180K
4.26K $387K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-3.3K
- 17.42%
$59.6 - $67.2 $197K - $222K
15.7K $998K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-2.18K
- 16.37%
$93.33 - $103.96 $204K - $227K
11.2K $1.12M
GOOGL
Alphabet Inc.

Communication Services
-257
- 8.98%
$154.33 - $206.19 $39.7K - $53K
2.6K $402K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-686
- 1.74%
$23.16 - $27.04 $15.9K - $18.5K
38.7K $906K
ENFR
Alerian Energy Infrastructure

ETFs
-5.16K
- 12.13%
$30.27 - $34.12 $156K - $176K
37.4K $1.22M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 9.68%
$113.59 - $123.29 $116K - $126K
9.56K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-189
- 5.24%
$222.66 - $268.42 $42.1K - $50.7K
3.42K $797K
HYG
Ishares Tr

ETFs
-1.15K
- 12.73%
$78.51 - $80.11 $90.4K - $92.3K
7.9K $622K
MBB
Ishares Tr

ETFs
-941
- 27.31%
$90.37 - $94.08 $85K - $88.5K
2.51K $234K
IVW
Ishares S&P 500 Growth ETF

ETFs
-116
- 1.48%
$92.45 - $106.69 $10.7K - $12.4K
7.71K $715K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-1.62K
- 14.86%
$47.41 - $48.44 $77K - $78.7K
9.3K $443K
EFV
Msci Eafe Value ETF

ETFs
-2.43K
- 23.18%
$51.88 - $60.73 $126K - $148K
8.07K $475K
CCL
Carnival Corp

Consumer Cyclical
-108
- 0.96%
$19.08 - $28.49 $2.06K - $3.08K
11.1K $216K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-902
- 18.14%
$54.25 - $57.64 $48.9K - $52K
4.07K $224K
CL
Colgate Palmolive CO

Consumer Defensive
-603
- 20.77%
$85.68 - $97.5 $51.7K - $58.8K
2.3K $215K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-230
- 1.74%
$48.06 - $53.73 $11.1K - $12.4K
13K $635K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.59K
- 11.7%
$23.9 - $24.43 $37.9K - $38.7K
12K $287K
CLOI
Vaneck ETF Tr

ETFs
-750
- 12.04%
$52.68 - $53.16 $39.5K - $39.9K
5.48K $289K
INGR
Ingredion Inc

Consumer Defensive
-208
- 8.73%
$125.6 - $137.36 $26.1K - $28.6K
2.18K $294K
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 9.11%
$890.62 - $1076.86 $38.3K - $46.3K
429 $405K
UVV
Universal Corp

Consumer Defensive
-555
- 13.04%
$49.67 - $56.43 $27.6K - $31.3K
3.7K $207K
PEP
Pepsico Inc

Consumer Defensive
-135
- 7.83%
$142.64 - $156.42 $19.3K - $21.1K
1.59K $238K
LLY
Eli Lilly & CO

Healthcare
-46
- 13.94%
$725.72 - $929.72 $33.4K - $42.8K
284 $234K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-663
- 3.73%
$44.72 - $46.25 $29.6K - $30.7K
17.1K $787K
GS
Goldman Sachs Group Inc

Financial Services
-5
- 1.11%
$524.81 - $672.19 $2.62K - $3.36K
445 $243K
VLO
Valero Energy Corp

Energy
-360
- 9.42%
$121.76 - $142.99 $43.8K - $51.5K
3.46K $457K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-44
- 1.98%
$91.76 - $103.26 $4.04K - $4.54K
2.18K $201K
TRGP
Targa Resources Corp.

Energy
-233
- 13.0%
$178.44 - $217.22 $41.6K - $50.6K
1.56K $312K
Viper Energy Inc
-467
- 9.37%
N/A
4.52K $0
Managed Portfolio Series
-8.07K
- 37.58%
N/A
13.4K $0
CGMS
Capital Grp Core Plus Income E
-1.86K
- 13.54%
N/A
11.9K $0
Ge Vernova Inc
-31
- 3.5%
N/A
855 $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-318
- 1.62%
$22.46 - $23.26 $7.14K - $7.4K
19.3K $446K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.82%
$225.19 - $279.95 $2.93K - $3.64K
1.57K $383K
XLF
Financial Sector Spdr

ETFs
-1.21K
- 2.56%
$47.32 - $52.19 $57.2K - $63K
46K $2.29M
AMGN
Amgen Inc

Healthcare
-114
- 12.57%
$258.59 - $327.36 $29.5K - $37.3K
793 $247K
ABBV
Abb Vie Inc.

Healthcare
-272
- 7.41%
$169.2 - $216.66 $46K - $58.9K
3.4K $712K
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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