Fulcrum Equity Management Purchases in Q4 2024

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
15.6K
New
$111.94 - $126.4 $1.74M - $1.97M
15.6K $1.81M
XLY
Select Sector Spdr Consumer Di

ETFs
5.51K
+ 197.95%
$194.8 - $239.43 $1.07M - $1.32M
8.3K $1.86M
FDN
First Tr Fd Dow Jones

ETFs
5.17K
New
$210.5 - $257.24 $1.09M - $1.33M
5.17K $1.26M
IYF
Ishares Tr

ETFs
11.3K
New
$102.7 - $119.05 $1.16M - $1.35M
11.3K $1.25M
SKYY
First Trust Cloud Computing Et

ETFs
10.5K
New
$99.98 - $130.46 $1.05M - $1.37M
10.5K $1.25M
FCOM
Fidelity Covington Tr Msci Com

ETFs
20.5K
New
$54.65 - $61.96 $1.12M - $1.27M
20.5K $1.2M
VOX
Vanguard Communication Service

ETFs
7.74K
New
$144.31 - $163.57 $1.12M - $1.27M
7.74K $1.2M
IAI
Ishares Tr Us Broker Dealers &

ETFs
8.19K
New
$127.59 - $153.41 $1.05M - $1.26M
8.19K $1.18M
PTF
Invesco Exchange Traded Fd Tr

ETFs
15.5K
New
$62.32 - $80.47 $963K - $1.24M
15.5K $1.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.62K
+ 265.69%
$198.04 - $221.51 $914K - $1.02M
6.35K $1.34M
KCE
Spdr S&P Capital Markets ETF

ETFs
5.96K
New
$124.2 - $148.51 $741K - $886K
5.96K $821K
VPU
Vanguard Utilities ETF

ETFs
4.24K
New
$160.52 - $179.11 $680K - $759K
4.24K $692K
VONG
Vanguard Russell 1000 Growth E

ETFs
6.16K
New
$95.27 - $107.82 $587K - $664K
6.16K $636K
XLU
Utilities Sector Spdr

ETFs
7.54K
+ 63.7%
$74.89 - $82.93 $565K - $625K
19.4K $1.47M
XLC
Select Sector Spdr Tr Communic

ETFs
3.95K
+ 24.82%
$89.66 - $102.16 $354K - $404K
19.9K $1.92M
XLI
Industrial Sector Spdr

ETFs
3.88K
+ 46.72%
$131.76 - $143.99 $511K - $559K
12.2K $1.61M
OKE
Oneok Inc

Energy
429
+ 0.92%
$92.28 - $117.05 $39.6K - $50.2K
47.1K $4.73M
XLF
Financial Sector Spdr

ETFs
5.37K
+ 12.82%
$44.89 - $51.34 $241K - $276K
47.2K $2.28M
XLK
Technology Sector Spdr

ETFs
813
+ 4.92%
$220.26 - $241.44 $179K - $196K
17.3K $4.03M
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
New
$216.13 - $242.4 $231K - $259K
1.07K $235K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
8.5K
New
$25.22 - $28.15 $214K - $239K
8.5K $227K
CEG
Constellation Energy Corp

Utilities
1K
New
$224.28 - $285.52 $224K - $286K
1K $224K
FDVV
Fidelity High Dividend ETF

ETFs
4.47K
New
$49.66 - $52.63 $222K - $235K
4.47K $223K
DHS
Wisdomtree Tr U.S

ETFs
2.34K
New
$92.66 - $100.58 $217K - $235K
2.34K $218K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.22K
New
$89.97 - $98.59 $200K - $219K
2.22K $211K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.75%
$213.65 - $479.86 $10.7K - $24K
1.1K $445K
IYW
Ishares Dj Us Tech ETF

ETFs
560
+ 7.99%
$148.14 - $166.23 $83K - $93.1K
7.57K $1.21M
AAPL
Apple Inc.

Technology
77
+ 1.42%
$221.69 - $259.02 $17.1K - $19.9K
5.51K $1.38M
MSFT
Microsoft Corp

Technology
286
+ 17.27%
$406.35 - $454.46 $116K - $130K
1.94K $818K
EMLP
First Tr Exchange Traded Iv

ETFs
294
+ 0.84%
$33.69 - $38.24 $9.9K - $11.2K
35.3K $1.26M
SAN
Banco Santander, S.A.

Financial Services
14.2K
New
$4.49 - $5.05 $63.7K - $71.7K
14.2K $64K
GS
Goldman Sachs Group Inc

Financial Services
39
+ 9.49%
$486.1 - $608.57 $19K - $23.7K
450 $257K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.3K
+ 106.07%
$25.33 - $51.16 $514K - $1.04M
39.4K $1.02M
EFG
Msci Eafe Growth ETF

ETFs
757
+ 15.2%
$96.83 - $106.88 $73.3K - $80.9K
5.74K $555K
Ge Vernova Inc
31
+ 3.63%
N/A
886 $0
CGMS
Capital Grp Core Plus Income E
13.7K
New
N/A
13.7K $0
Sila Realty Trust Inc
115
+ 0.35%
N/A
33.4K $0
Talen Energy Corp
1.17K
New
N/A
1.17K $0
Managed Portfolio Series
21.5K
New
N/A
21.5K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
10.6K
New
N/A
10.6K $0
ILCG
Ishares Morningstar Growth ETF
9.47K
New
N/A
9.47K $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 268.75%
$25.93 - $105.3 $462K - $1.88M
24.4K $681K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.1K
+ 188.63%
$22.01 - $66.82 $465K - $1.41M
32.3K $733K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
89
+ 1.82%
$55.45 - $61.08 $4.94K - $5.44K
4.97K $275K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.41K
+ 92.42%
$22.63 - $47.53 $213K - $447K
19.6K $444K
EFV
Msci Eafe Value ETF

ETFs
64
+ 0.61%
$51.78 - $57.15 $3.31K - $3.66K
10.5K $550K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 0.42%
$244.52 - $284.07 $3.67K - $4.26K
3.61K $890K
Activity Summary
Buys All Purchases 48 New Holdings 24 Increased Positions 24 Sells All Sells 56 Reductions 56 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