Fulcrum Equity Management Sells in Q4 2025

Fulcrum Equity Management

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.3K
- 91.4%
$653.02 - $687.39 $8.04M - $8.46M
1.16K $771K
IYW
Ishares Dj Us Tech ETF

ETFs
-4.28K
- 32.85%
$192.8 - $211.27 $825K - $904K
8.74K $1.74M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-7.15K
- 65.79%
$92.24 - $99.05 $659K - $708K
3.72K $344K
ITA
Ishares Tr

ETFs
-3.12K
- 68.53%
$205.04 - $218.9 $640K - $683K
1.43K $295K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-4.14K
- 67.63%
$150.5 - $159.55 $624K - $661K
1.98K $299K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-6.41K
- 66.13%
$93.79 - $100.35 $601K - $643K
3.28K $309K
XLI
Industrial Sector Spdr

ETFs
-3.23K
- 32.55%
$149.9 - $155.79 $484K - $503K
6.69K $1.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.6K
- 57.92%
$191.01 - $199.18 $497K - $518K
1.89K $367K
XLC
Select Sector Spdr Tr Communic

ETFs
-682
- 3.41%
$111.33 - $117.16 $75.9K - $79.9K
19.3K $2.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.86K
- 17.71%
$31.41 - $33.69 $184K - $197K
27.2K $878K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-358
- 8.16%
$475.68 - $513.11 $170K - $184K
4.03K $2.05M
ABBV
Abb Vie Inc.

Healthcare
-629
- 32.42%
$211.96 - $244.38 $133K - $154K
1.31K $306K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.09K
- 25.78%
$117.68 - $124.18 $129K - $136K
3.15K $370K
DASH
Door Dash, Inc.

Communication Services
-20
- 1.42%
$195.21 - $281.74 $3.9K - $5.63K
1.39K $286K
NVO
Novo Nordisk A S

Healthcare
-1.04K
- 17.95%
$45.68 - $59.65 $47.3K - $61.8K
4.73K $229K
IVV
Ishares Core S&P 500 ETF

ETFs
-137
- 8.94%
$656.2 - $690.71 $89.9K - $94.6K
1.4K $942K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.68K
- 7.63%
$57.9 - $61.26 $97K - $103K
20.3K $1.22M
IEMG
Ishares Inc

ETFs
-686
- 8.78%
N/A
7.12K $382K
GLDM
World Gold Trust

ETFs
-469
- 12.67%
$76.32 - $86.69 $35.8K - $40.7K
3.23K $261K
IVW
Ishares S&P 500 Growth ETF

ETFs
-198
- 3.18%
$118.29 - $126.28 $23.4K - $25K
6.04K $730K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-470
- 2.53%
$23.37 - $23.7 $11K - $11.1K
18.1K $423K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-264
- 1.76%
$76.84 - $80.86 $20.3K - $21.3K
14.8K $1.17M
MBB
Ishares Tr

ETFs
-86
- 2.72%
$94.9 - $96.23 $8.16K - $8.28K
3.08K $292K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-117
- 2.2%
$51.27 - $51.8 $6K - $6.06K
5.19K $268K
SPYG
Spdr Portfolio

ETFs
-39
- 1.14%
$102.4 - $109.39 $3.99K - $4.27K
3.38K $353K
Blackrock ETF Trust
-914
- 8.51%
N/A
9.83K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
-2.67K
- 19.04%
N/A
11.3K $0
ILCG
Ishares Morningstar Growth ETF
-52
- 2.01%
N/A
2.53K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-96
- 0.23%
$25.2 - $26.46 $2.42K - $2.54K
42K $1.09M
EFV
Msci Eafe Value ETF

ETFs
-166
- 1.81%
$66.73 - $70.99 $11.1K - $11.8K
9K $631K
Activity Summary
Buys All Purchases 83 New Holdings 34 Increased Positions 49 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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