Fulcrum Equity Management Q4 2024 Filing
Filed March 24, 2025
Portfolio Value
$101.1B
Holdings
110
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $10.4B |
URTHISHARES INC | $7.2B |
OKEONEOK INC NEW | $4.7B |
XLKSELECT SECTOR SPDR TR | $4.0B |
XLFSELECT SECTOR SPDR TR | $2.3B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.0B |
XLCSELECT SECTOR SPDR TR | $1.9B |
XLYSELECT SECTOR SPDR TR | $1.9B |
KBWPINVESCO EXCH TRADED FD TR II | $1.8B |
SPYMSPDR SER TR | $1.8B |
XLISELECT SECTOR SPDR TR | $1.6B |
XLUSELECT SECTOR SPDR TR | $1.5B |
SPYSPDR S&P 500 ETF TR | $1.5B |
WMTWALMART INC | $1.4B |
AAPLAPPLE INC | $1.4B |
QQQMINVESCO EXCH TRADED FD TR II | $1.3B |
ENFRALPS ETF TR | $1.3B |
NVDANVIDIA CORPORATION | $1.3B |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.3B |
FDNFIRST TR EXCHANGE-TRADED FD | $1.3B |
EINCVANECK ETF TRUST | $1.3B |
IYFISHARES TR | $1.3B |
SKYYFIRST TR EXCHANGE TRADED FD | $1.3B |
UTESETFIS SER TR I | $1.2B |
PPAINVESCO EXCHANGE TRADED FD T | $1.2B |
IYWISHARES TR | $1.2B |
FCOMFIDELITY COVINGTON TRUST | $1.2B |
VOXVANGUARD WORLD FD | $1.2B |
IAIISHARES TR | $1.2B |
MLPXGLOBAL X FDS | $1.1B |
PTFINVESCO EXCHANGE TRADED FD T | $1.1B |
ACIOETF SER SOLUTIONS | $1.1B |
SCHASCHWAB STRATEGIC TR | $1.0B |
XLVSELECT SECTOR SPDR TR | $981.4M |
VSTVISTRA CORP | $910.2M |
LOWLOWES COS INC | $890.9M |
XTLSPDR SER TR | $885.5M |
ILCGISHARES TR | $848.6M |
KCESPDR SER TR | $821.1M |
MSFTMICROSOFT CORP | $818.6M |
SILASILA REALTY TRUST INC | $811.3M |
IUSBISHARES TR | $802.5M |
IVWISHARES TR | $794.2M |
SCHBSCHWAB STRATEGIC TR | $733.3M |
RECSCOLUMBIA ETF TR I | $714.5M |
HYGISHARES TR | $711.7M |
RSPUINVESCO EXCHANGE TRADED FD T | $698.5M |
VPUVANGUARD WORLD FD | $692.6M |
QUALISHARES TR | $681.7M |
SCHGSCHWAB STRATEGIC TR | $681.2M |
DYNFBLACKROCK ETF TRUST | $679.3M |
ABBVABBVIE INC | $652.3M |
VONGVANGUARD SCOTTSDALE FDS | $636.4M |
AVGOBROADCOM INC | $574.8M |
EFGISHARES TR | $555.6M |
EFVISHARES TR | $550.8M |
KHPIMANAGED PORTFOLIO SERIES | $542.4M |
GOOGLALPHABET INC | $541.5M |
TLTISHARES TR | $541.4M |
AMZNAMAZON COM INC | $521.9M |
BKHYBNY MELLON ETF TRUST | $521.0M |
VLOVALERO ENERGY CORP | $468.5M |
TSLATESLA INC | $445.4M |
SCHZSCHWAB STRATEGIC TR | $444.6M |
COSTCOSTCO WHSL CORP NEW | $432.5M |
XOMEXXON MOBIL CORP | $421.1M |
DUKDUKE ENERGY CORP NEW | $414.0M |
PGPROCTER AND GAMBLE CO | $401.1M |
METAMETA PLATFORMS INC | $390.0M |
IVEISHARES TR | $385.4M |
JPMJPMORGAN CHASE & CO. | $378.3M |
CGMSCAPITAL GRP FIXED INCM ETF T | $374.8M |
SBUXSTARBUCKS CORP | $334.0M |
CLOIVANECK ETF TRUST | $328.7M |
FLBLFRANKLIN TEMPLETON ETF TR | $328.6M |
INGRINGREDION INC | $327.8M |
SSOPROSHARES TR | $320.3M |
TRGPTARGA RES CORP | $319.8M |
MBBISHARES TR | $315.9M |
GEVGE VERNOVA INC | $291.4M |
AHRAMERICAN HEALTHCARE REIT INC | $281.5M |
CCLCARNIVAL CORP | $279.3M |
EMXCISHARES INC | $275.8M |
XLESELECT SECTOR SPDR TR | $269.7M |
NXSTNEXSTAR MEDIA GROUP INC | $268.6M |
CVXCHEVRON CORP NEW | $268.1M |
CLCOLGATE PALMOLIVE CO | $263.9M |
PEPPEPSICO INC | $262.1M |
PSXPHILLIPS 66 | $260.9M |
LMTLOCKHEED MARTIN CORP | $258.0M |
GSGOLDMAN SACHS GROUP INC | $257.7M |
LLYELI LILLY & CO | $254.8M |
VNOMUSDVIPER ENERGY INC | $244.5M |
AMGNAMGEN INC | $236.3M |
IWMISHARES TR | $235.8M |
TLNTALEN ENERGY CORP | $235.7M |
UVVUNIVERSAL CORP VA | $233.4M |
IYZISHARES TR | $227.9M |
KMBKIMBERLY-CLARK CORP | $223.8M |
CEGCONSTELLATION ENERGY CORP | $223.7M |
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