Fulcrum Equity Management Purchases and Sells in Q4 2024

Fulcrum Equity Management

$95.5 Million
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	5.51K + 197.95%	$194.8 - $239.43 $1.07M - $1.32M	8.3K $1.86M
QQQM	4.62K + 265.69%	$198.04 - $221.51 $914K - $1.02M	6.35K $1.34M
XLU	7.54K + 63.7%	$74.89 - $82.93 $565K - $625K	19.4K $1.47M
XLC	3.95K + 24.82%	$89.66 - $102.16 $354K - $404K	19.9K $1.92M
XLI	3.88K + 46.72%	$131.76 - $143.99 $511K - $559K	12.2K $1.61M
OKE	429 + 0.92%	$92.28 - $117.05 $39.6K - $50.2K	47.1K $4.73M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBWP	15.6K New	$111.94 - $126.4 $1.74M - $1.97M	15.6K $1.81M
FDN	5.17K New	$210.5 - $257.24 $1.09M - $1.33M	5.17K $1.26M
IYF	11.3K New	$102.7 - $119.05 $1.16M - $1.35M	11.3K $1.25M
SKYY	10.5K New	$99.98 - $130.46 $1.05M - $1.37M	10.5K $1.25M
FCOM	20.5K New	$54.65 - $61.96 $1.12M - $1.27M	20.5K $1.2M
VOX	7.74K New	$144.31 - $163.57 $1.12M - $1.27M	7.74K $1.2M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-4.53K - 64.64%	$567.81 - $607.81 $2.57M - $2.75M	2.48K $1.45M
RSP	-7.67K - 86.13%	$174.22 - $187.62 $1.34M - $1.44M	1.24K $216K
ABBV	-3.53K - 49.05%	$164.99 - $203.87 $583K - $720K	3.67K $652K
VST	-6.95K - 51.27%	$115.74 - $166.61 $804K - $1.16M	6.6K $910K
VLO	-4.44K - 53.75%	$118.59 - $144.02 $527K - $640K	3.82K $468K
IUSB	-10.4K - 36.85%	$45.07 - $47.1 $467K - $488K	17.8K $802K

Activity Summary All Purchases 48 New Holdings 24 Increased Positions 24 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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