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CIK: 0001737888
Total reported value
$136.4M
$136.4M
110 檔
21.0%
At the close of Q4 2024, Fulcrum Equity Management disclosed equity holdings valued at approximately $136.4M, spread across 110 reported holdings.
In Q4 2024, Fulcrum Equity Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.24% | -1.27% | -0.33% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 7.11% | -1.17% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 4.68% | -1.19% | +0.92% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.99% | +0.21% | +4.92% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 2.26% | +0.34% | +12.82% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.39% | — | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.90% | -0.65% | +24.82% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.84% | -0.06% | +197.95% | |
| 9 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.79% | — | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.43% | -5.27% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 1.59% | +0.05% | +46.72% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.45% | -0.34% | +63.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.22% | NEW | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | -0.62% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.36% | -0.30% | +1.42% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.32% | — | +265.69% | |
| 17 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.31% | — | -2.25% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.53% | -18.83% | |
| 19 | EMLP | First Trust North American E | ETF-Other | 1.24% | — | +0.84% | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.24% | — | — | |
| 21 | EINC | Vaneck Energy Income ETF | ETF-Other | 1.24% | — | -7.05% | |
| 22 | IYF | Ishares US Financials ETF | ETF-Other | 1.24% | — | — | |
| 23 | SKYY | First Trust Cloud Computing | ETF-Other | 1.24% | — | — | |
| 24 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.21% | — | -16.05% | |
| 25 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.20% | — | -10.82% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.19% | +0.10% | +7.99% | |
| 27 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.19% | — | — | |
| 28 | VOX | Vanguard Communication Servi | ETF-Other | 1.19% | — | — | |
| 29 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.17% | — | — | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.14% | — | -11.57% | |
| 31 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 1.11% | +0.37% | NEW | |
| 32 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.10% | — | -5.70% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.01% | — | +106.07% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.97% | -0.49% | -9.63% | |
| 35 | VST | Vistra CORP | Stock-Utilities | 0.90% | — | -51.27% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.23% | +0.42% | |
| 37 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 0.88% | -0.03% | — | |
| 38 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.84% | — | — | |
| 39 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.81% | — | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.12% | +17.27% | |
| 41 | SILA | Sila Realty Trust Inc | Stock-Other | 0.80% | -0.70% | EXIT | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.79% | +0.19% | -36.85% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.01% | -1.89% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.73% | +0.16% | +188.63% | |
| 45 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.71% | — | -5.85% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.70% | — | -40.68% | |
| 47 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | — | — | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.69% | — | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | -0.35% | EXIT | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | +0.24% | +268.75% |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, URTH, OKE) accounted for 21.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ITOT
市值: $10.4M
During Q4 2024, Fulcrum Equity Management's top holdings by market value included ITOT (10.2%)、URTH (7.1%)、OKE (4.7%). The largest single position, ITOT, represented 10.2% of total portfolio value.
In Q4 2024, Fulcrum Equity Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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