Fulcrum Equity Management Sells in Q4 2024

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.53K
- 64.64%
$567.81 - $607.81 $2.57M - $2.75M
2.48K $1.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.67K
- 86.13%
$174.22 - $187.62 $1.34M - $1.44M
1.24K $216K
ABBV
Abb Vie Inc.

Healthcare
-3.53K
- 49.05%
$164.99 - $203.87 $583K - $720K
3.67K $652K
VST
Vistra Corp.

Utilities
-6.95K
- 51.27%
$115.74 - $166.61 $804K - $1.16M
6.6K $910K
VLO
Valero Energy Corp

Energy
-4.44K
- 53.75%
$118.59 - $144.02 $527K - $640K
3.82K $468K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.4K
- 36.85%
$45.07 - $47.1 $467K - $488K
17.8K $802K
HYG
Ishares Tr

ETFs
-6.21K
- 40.68%
$78.09 - $80.04 $485K - $497K
9.05K $711K
XOM
Exxon Mobil Corp

Energy
-3.5K
- 47.18%
$105.51 - $125.37 $369K - $438K
3.92K $421K
AMGN
Amgen Inc

Healthcare
-1.08K
- 54.38%
$258.78 - $328.31 $280K - $355K
907 $236K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-14.8K
- 52.17%
$24.13 - $24.45 $356K - $361K
13.5K $328K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.27K
- 57.05%
$130.37 - $146.09 $296K - $331K
1.71K $223K
PEP
Pepsico Inc

Consumer Defensive
-1.72K
- 49.97%
$151.29 - $176.1 $261K - $303K
1.72K $262K
CLOI
Vaneck ETF Tr

ETFs
-5.85K
- 48.44%
$52.7 - $53.15 $308K - $311K
6.23K $328K
CVX
Chevron Corp

Energy
-2.02K
- 52.16%
$141.15 - $162.53 $285K - $328K
1.85K $268K
CL
Colgate Palmolive CO

Consumer Defensive
-2.38K
- 45.02%
$90.22 - $102.31 $214K - $243K
2.9K $263K
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 49.63%
$205.18 - $250.29 $319K - $389K
1.58K $378K
GD
General Dynamics Corp

Industrials
-788
- 49.28%
$260.28 - $314.03 $205K - $247K
811 $213K
LMT
Lockheed Martin Corp

Industrials
-369
- 41.0%
$479.66 - $614.62 $177K - $227K
531 $258K
PSX
Phillips 66

Energy
-1.68K
- 42.32%
$110.35 - $138.93 $185K - $233K
2.29K $260K
LLY
Eli Lilly & CO

Healthcare
-232
- 41.28%
$727.2 - $932.06 $169K - $216K
330 $254K
XLV
Select Sector Spdr Fund Health

ETFs
-760
- 9.63%
$136.28 - $154.74 $104K - $118K
7.13K $981K
UVV
Universal Corp

Consumer Defensive
-4.47K
- 51.22%
$49.67 - $57.99 $222K - $259K
4.26K $233K
INGR
Ingredion Inc

Consumer Defensive
-1.65K
- 40.91%
$132.76 - $154.86 $219K - $256K
2.38K $327K
XLE
Energy Sector Spdr

ETFs
-2.06K
- 39.5%
$83.32 - $97.27 $171K - $200K
3.15K $269K
PG
Procter & Gamble CO

Consumer Defensive
-822
- 25.57%
$161.05 - $179.7 $132K - $148K
2.39K $401K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 10.82%
$113.79 - $124.5 $146K - $160K
10.6K $1.21M
NVDA
Nvidia Corp

Technology
-2.25K
- 18.83%
$117.0 - $148.88 $264K - $335K
9.72K $1.3M
TRGP
Targa Resources Corp.

Energy
-1.34K
- 42.84%
$150.58 - $207.69 $202K - $279K
1.79K $319K
NXST
Nexstar Media Group, Inc.

Communication Services
-715
- 29.61%
$157.01 - $188.5 $112K - $135K
1.7K $268K
COST
Costco Wholesale Corp

Consumer Defensive
-161
- 25.43%
$873.59 - $994.69 $141K - $160K
472 $432K
META
Meta Platforms, Inc.

Communication Services
-228
- 25.5%
$554.08 - $632.68 $126K - $144K
666 $392K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-328
- 5.03%
$87.1 - $98.49 $28.6K - $32.3K
6.2K $541K
SSO
Proshares Ultra S&P 500

ETFs
-916
- 20.92%
$87.92 - $99.73 $80.5K - $91.4K
3.46K $320K
SBUX
Starbucks Corp

Consumer Cyclical
-459
- 11.14%
$87.44 - $102.5 $40.1K - $47K
3.66K $333K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-1.15K
- 9.49%
$47.68 - $48.67 $54.6K - $55.7K
10.9K $521K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.44K
- 5.27%
$66.77 - $71.52 $95.9K - $103K
25.8K $1.78M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-1.67K
- 5.7%
$39.5 - $41.38 $66K - $69.1K
27.6K $1.11M
DUK
Duke Energy Corp

Utilities
-187
- 4.64%
$105.76 - $120.76 $19.8K - $22.6K
3.84K $413K
MBB
Ishares Tr

ETFs
-241
- 6.54%
$91.26 - $95.82 $22K - $23.1K
3.45K $315K
RECS
Columbia ETF Tr I

ETFs
-1.28K
- 5.85%
$33.61 - $36.42 $43.1K - $46.7K
20.6K $714K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-348
- 7.09%
$47.77 - $51.75 $16.6K - $18K
4.56K $220K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.48K
- 11.57%
$54.89 - $64.32 $136K - $160K
19K $1.15M
IVE
Ishares S&P 500 Value ETF

ETFs
-5
- 0.25%
$189.5 - $206.17 $948 - $1.03K
2.02K $385K
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 7.77%
$570.51 - $610.59 $16.5K - $17.7K
344 $202K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.26%
$176.42 - $186.91 $1.76K - $1.87K
3.83K $681K
Viper Energy Inc
-4.56K
- 47.77%
N/A
4.98K $0
UTES
Virtus Reaves Utilities ETF
-3.68K
- 16.05%
N/A
19.3K $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-302
- 2.23%
$49.03 - $53.35 $14.8K - $16.1K
13.3K $679K
IVW
Ishares S&P 500 Growth ETF

ETFs
-151
- 1.89%
$94.43 - $105.47 $14.3K - $15.9K
7.82K $794K
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
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