Fulcrum Capital LLC Purchases in Q4 2024

Fulcrum Capital LLC

  • $470 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
49.4K
+ 44.67%
$221.69 - $259.02 $11M - $12.8M
160K $40.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 1.05%
$180.88 - $232.93 $191K - $246K
101K $22.2M
GOOGL
Alphabet Inc.

Communication Services
348
+ 0.33%
$161.86 - $196.66 $56.3K - $68.4K
107K $20.3M
FTNT
Fortinet, Inc.

Technology
815
+ 0.65%
$76.49 - $99.21 $62.3K - $80.9K
126K $11.9M
EW
Edwards Lifesciences Corp

Healthcare
4.11K
+ 3.48%
$64.54 - $75.92 $265K - $312K
122K $9.03M
BCC
Boise Cascade CO

Basic Materials
9.19K
New
$118.79 - $152.5 $1.09M - $1.4M
9.19K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
3.83K
+ 2.17%
$261.5 - $284.63 $1M - $1.09M
180K $47.6M
MA
Mastercard Inc

Financial Services
136
+ 0.46%
$491.3 - $536.15 $66.8K - $72.9K
29.6K $15.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
451
+ 2.55%
$338.38 - $446.21 $153K - $201K
18.2K $7.89M
VUG
Vanguard Growth ETF

ETFs
1.46K
+ 16.4%
$378.79 - $428.11 $552K - $623K
10.3K $4.24M
CME
Cme Group Inc.

Financial Services
386
+ 0.87%
$221.17 - $246.02 $85.4K - $95K
44.7K $10.4M
XOM
Exxon Mobil Corp

Energy
4.2K
New
$105.51 - $125.37 $443K - $527K
4.2K $452K
SPG
Simon Property Group Inc

Real Estate
2.25K
New
$167.23 - $183.84 $376K - $413K
2.25K $386K
WST
West Pharmaceutical Services Inc

Healthcare
305
+ 3.75%
$285.69 - $344.0 $87.1K - $105K
8.43K $2.76M
GS
Goldman Sachs Group Inc

Financial Services
500
New
$486.1 - $608.57 $243K - $304K
500 $286K
IWF
Ishares Russell 1000 Gr ETF

ETFs
597
New
$370.24 - $418.94 $221K - $250K
597 $239K
WCC
Wesco International Inc

Industrials
1.3K
New
$164.11 - $213.19 $213K - $277K
1.3K $235K
PAYC
Paycom Software, Inc.

Technology
1.09K
New
$159.94 - $240.25 $174K - $261K
1.09K $222K
EA
Electronic Arts Inc.

Communication Services
498
+ 1.13%
$140.69 - $167.97 $70.1K - $83.6K
44.4K $6.5M
INTU
Intuit Inc

Technology
138
+ 1.08%
$602.01 - $706.25 $83.1K - $97.5K
12.9K $8.14M
SYK
Stryker Corp

Healthcare
400
+ 26.4%
$345.14 - $392.15 $138K - $157K
1.92K $689K
UNH
Unitedhealth Group Inc

Healthcare
3.2K
+ 16.54%
$485.52 - $625.25 $1.55M - $2M
22.6K $11.4M
EOG
Eog Resources Inc

Energy
837
+ 1.9%
$118.22 - $136.54 $99K - $114K
44.8K $5.49M
ABT
Abbott Laboratories

Healthcare
1.04K
+ 2.38%
$111.93 - $119.39 $116K - $124K
44.7K $5.05M
PAYX
Paychex Inc

Industrials
182
+ 8.1%
$135.86 - $148.73 $24.7K - $27.1K
2.43K $340K
TXN
Texas Instruments Inc

Technology
121
+ 7.71%
N/A
1.69K $329K
WSO
Watsco Inc

Industrials
52
+ 8.4%
$466.57 - $568.78 $24.3K - $29.6K
671 $317K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.06K
+ 16.61%
$31.24 - $37.15 $33.2K - $39.5K
7.46K $239K
Morgan Stanley ETF Trust
235
+ 1.52%
N/A
15.7K $0
Linde PLC
271
+ 1.97%
N/A
14K $0
EXR
Extra Space Storage Inc.

Real Estate
172
+ 11.57%
$142.35 - $178.32 $24.5K - $30.7K
1.66K $248K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.3K
+ 200.0%
$26.93 - $84.95 $413K - $1.3M
23K $628K
UL
Unilever PLC

Consumer Defensive
365
+ 6.99%
$56.7 - $64.64 $20.7K - $23.6K
5.59K $316K
JNJ
Johnson & Johnson

Healthcare
254
+ 6.87%
$143.34 - $165.86 $36.4K - $42.1K
3.95K $571K
MPW
Medical Properties Trust Inc

Real Estate
2.3K
+ 8.3%
$3.72 - $5.77 $8.56K - $13.3K
30K $118K
FANG
Diamondback Energy, Inc.

Energy
332
+ 1.18%
$153.06 - $199.5 $50.8K - $66.2K
28.6K $4.68M
WM
Waste Management Inc

Industrials
413
+ 0.87%
$201.79 - $228.46 $83.3K - $94.4K
48.1K $9.71M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.47K
+ 3.05%
$89.81 - $104.0 $132K - $153K
49.7K $4.47M
ALGN
Align Technology Inc

Healthcare
489
+ 5.61%
$205.03 - $245.32 $100K - $120K
9.21K $1.92M
SPGI
S&P Global Inc.

Financial Services
77
+ 0.36%
$480.36 - $529.17 $37K - $40.7K
21.2K $10.6M
MSFT
Microsoft Corp

Technology
257
+ 0.35%
$406.35 - $454.46 $104K - $117K
73.5K $31M
HSY
Hershey CO

Consumer Defensive
1.06K
+ 2.76%
$168.67 - $193.65 $178K - $205K
39.4K $6.66M
PEP
Pepsico Inc

Consumer Defensive
975
+ 1.97%
$151.29 - $176.1 $148K - $172K
50.4K $7.67M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
108
+ 0.7%
$396.64 - $516.74 $42.8K - $55.8K
15.5K $6.24M
XYL
Xylem Inc.

Industrials
1.05K
+ 1.9%
$116.02 - $137.45 $122K - $145K
56.6K $6.57M
ZTS
Zoetis Inc.

Healthcare
1.58K
+ 3.2%
$162.24 - $194.42 $256K - $306K
50.8K $8.28M
ADBE
Adobe Inc.

Technology
723
+ 2.93%
$437.39 - $552.96 $316K - $400K
25.4K $11.3M
FSLR
First Solar, Inc.

Technology
380
+ 1.1%
$175.88 - $240.66 $66.8K - $91.5K
34.9K $6.15M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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