Fulcrum Equity Management Sells in Q3 2024

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-14.1K
- 63.8%
$84.77 - $97.13 $1.19M - $1.36M
7.97K $763K
PULS
Pgim ETF Tr

ETFs
-15.1K
- 45.58%
$49.47 - $49.8 $749K - $754K
18.1K $899K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.2K
- 41.29%
$50.25 - $50.74 $716K - $723K
20.3K $1.03M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.6K
- 31.68%
$100.09 - $100.69 $460K - $463K
9.91K $997K
ACWI
Ishares Msci Acwi ETF

ETFs
-4.21K
- 57.08%
$107.24 - $119.84 $452K - $505K
3.17K $378K
XLE
Energy Sector Spdr

ETFs
-4.63K
- 47.07%
$84.35 - $93.39 $390K - $432K
5.21K $456K
VLO
Valero Energy Corp

Energy
-1.4K
- 14.45%
$132.81 - $163.48 $185K - $228K
8.26K $1.12M
MSFT
Microsoft Corp

Technology
-776
- 31.91%
$395.15 - $467.56 $307K - $363K
1.66K $712K
XOM
Exxon Mobil Corp

Energy
-2.77K
- 27.2%
$109.72 - $119.0 $304K - $330K
7.41K $868K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.26K
- 32.65%
$161.02 - $200.0 $203K - $253K
2.61K $485K
CVX
Chevron Corp

Energy
-1.31K
- 25.22%
$137.88 - $161.97 $180K - $211K
3.87K $569K
CSCO
Cisco Systems, Inc.

Technology
-5.64K
- 51.95%
$44.74 - $53.22 $252K - $300K
5.22K $277K
QCOM
Qualcomm Inc

Technology
-643
- 24.05%
$156.12 - $209.64 $100K - $135K
2.03K $345K
SSO
Proshares Ultra S&P 500

ETFs
-2.08K
- 32.19%
$73.92 - $90.17 $154K - $187K
4.38K $394K
KMB
Kimberly Clark Corp

Consumer Defensive
-852
- 17.64%
$135.05 - $148.35 $115K - $126K
3.98K $565K
UPS
United Parcel Service Inc

Industrials
-695
- 29.8%
$123.32 - $147.38 $85.7K - $102K
1.64K $223K
EOG
Eog Resources Inc

Energy
-600
- 13.74%
$117.9 - $132.65 $70.7K - $79.6K
3.77K $463K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.15K
- 17.42%
$45.2 - $47.87 $97K - $103K
10.2K $483K
EFG
Msci Eafe Growth ETF

ETFs
-886
- 15.1%
$96.84 - $108.77 $85.8K - $96.4K
4.98K $536K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-996
- 19.33%
$75.32 - $84.37 $75K - $84K
4.16K $347K
MLPA
Global X Mlp ETF

ETFs
-836
- 3.44%
$45.78 - $49.84 $38.3K - $41.7K
23.5K $1.13M
PSX
Phillips 66

Energy
-85
- 2.1%
$125.0 - $147.17 $10.6K - $12.5K
3.97K $521K
KMI
Kinder Morgan, Inc.

Energy
-3.79K
- 25.44%
$19.72 - $22.22 $74.7K - $84.2K
11.1K $245K
AMZA
Etfis Ser Tr I

ETFs
-816
- 2.85%
$38.51 - $42.7 $31.4K - $34.8K
27.8K $1.13M
CVS
Cvs Health Corp

Healthcare
-938
- 22.4%
$55.81 - $63.18 $52.3K - $59.3K
3.25K $204K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.01K
- 21.92%
$213.3 - $270.78 $215K - $273K
3.6K $973K
JNJ
Johnson & Johnson

Healthcare
-665
- 14.48%
$145.48 - $167.38 $96.7K - $111K
3.93K $636K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.29K
- 4.21%
$37.79 - $38.95 $48.8K - $50.3K
29.4K $1.14M
MBB
Ishares Tr

ETFs
-491
- 11.75%
$90.85 - $96.66 $44.6K - $47.5K
3.69K $353K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.33K
- 8.92%
$44.24 - $49.47 $58.7K - $65.6K
13.6K $670K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-348
- 10.73%
$138.82 - $162.76 $48.3K - $56.6K
2.89K $471K
PEP
Pepsico Inc

Consumer Defensive
-263
- 7.09%
$161.9 - $179.3 $42.6K - $47.2K
3.45K $585K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-333
- 7.98%
$162.64 - $179.3 $54.2K - $59.7K
3.84K $688K
PFE
Pfizer Inc

Healthcare
-1.32K
- 7.96%
$27.7 - $31.39 $36.6K - $41.5K
15.3K $442K
NXST
Nexstar Media Group, Inc.

Communication Services
-86
- 3.44%
$154.25 - $184.79 $13.3K - $15.9K
2.42K $399K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-369
- 1.29%
$24.05 - $24.42 $8.87K - $9.01K
28.3K $687K
PG
Procter & Gamble CO

Consumer Defensive
-238
- 6.89%
$160.76 - $177.82 $38.3K - $42.3K
3.22K $556K
RIO
Rio Tinto PLC

Basic Materials
-542
- 11.0%
$59.71 - $71.21 $32.4K - $38.6K
4.39K $312K
GS
Goldman Sachs Group Inc

Financial Services
-33
- 7.43%
$459.02 - $510.25 $15.1K - $16.8K
411 $203K
TSLA
Tesla, Inc.

Consumer Cyclical
-320
- 23.31%
$191.76 - $263.26 $61.4K - $84.2K
1.05K $275K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2
- 0.1%
$152.9 - $180.39 $306 - $361
1.93K $335K
IVE
Ishares S&P 500 Value ETF

ETFs
-130
- 6.04%
$181.06 - $197.17 $23.5K - $25.6K
2.02K $399K
GD
General Dynamics Corp

Industrials
-44
- 2.68%
$279.51 - $308.09 $12.3K - $13.6K
1.6K $483K
SO
Southern CO

Utilities
-365
- 9.14%
$77.0 - $90.52 $28.1K - $33K
3.63K $327K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-734
- 3.86%
$61.47 - $67.36 $45.1K - $49.4K
18.3K $1.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-73
- 1.11%
$89.91 - $101.33 $6.56K - $7.4K
6.53K $640K
ABBV
Abb Vie Inc.

Healthcare
-862
- 10.69%
$163.84 - $199.33 $141K - $172K
7.21K $1.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.27%
$245.82 - $304.51 $737 - $914
1.1K $333K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-596
- 4.78%
$102.05 - $114.97 $60.8K - $68.5K
11.9K $1.36M
Activity Summary
Buys All Purchases 82 New Holdings 29 Increased Positions 53 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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