Fund HoldingsFulcrum Equity Management

Total Portfolio Value
$86.23M
Total Bought
$45.03M
Total Sold
$66.25M
Net Transaction
-$21.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)14,19943,350+29,1515,81319,21622.29%+13,403
VANECK ETF TRUST
MRNGSTR WDE MOAT
029,659+29,65902,3662.74%+2,366
ISHARES TR019,211+19,21101,6411.90%+1,641
SPDR SER TR
ST STR SP HOME
020,279+20,27901,6281.89%+1,628
ISHARES TR03,001+3,00101,5221.77%+1,522
ADVISORSHARES TR
ADVISORSHS ETF
027,885+27,88501,5041.74%+1,504
RBB FD INC
MOTLEY FOL ETF
036,831+36,83101,5001.74%+1,500
LISTED FD TR
WAHED FTSE ETF
035,067+35,06701,5001.74%+1,500
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
030,354+30,35401,4871.72%+1,487
ETFIS SER TR I
VIRTU BIOTE ETF
026,466+26,46601,3931.62%+1,393
BNY MELLON ETF TRUST
HIGH YIELD ETF
029,866+29,86601,3881.61%+1,388
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
3,6517,023+3,3721,1342,4562.85%+1,322
SPDR SER TR
ST PORT HIGH ETF
052,734+52,73401,2041.40%+1,204
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,0308,153+6,1233041,3851.61%+1,081
SPDR SER TR
ST TERM HIGH ETF
040,615+40,61501,0031.16%+1,003
SELECT SECTOR SPDR TR
ST STR SVC ETF
13,69124,581+10,8907941,6001.86%+806
ISHARES TR3,4984,573+1,0751,4382,0382.36%+600
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
07,757+7,75705870.68%+587
FLEXSHARES TR
HIG YLD VL ETF
014,436+14,43605840.68%+584
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
06,678+6,67804180.49%+418
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
03,775+3,77504090.47%+409
INGREDION INC(INGR)03,787+3,78704010.47%+401
FIRST TR EXCHANGE-TRADED FD02,615+2,61504000.46%+400
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
016,143+16,14303890.45%+389
INSPERITY INC(NSP)03,081+3,08103670.43%+367
VISTRA CORP(VST)013,778+13,77803620.42%+362
BOOZ ALLEN HAMILTON HLDG COR03,101+3,10103460.40%+346
SELECT SECTOR SPDR TR
ST STR TECHN ETF
18,64918,185-4642,8163,1623.67%+345
DBX ETF TR09,851+9,85103400.39%+340
ISHARES TR
FALN ANGLS USD
11,07623,602+12,5262805990.69%+319
COLGATE PALMOLIVE CO(CL)04,103+4,10303160.37%+316
ISHARES TR7,70110,519+2,8187021,0091.17%+307
LEIDOS HOLDINGS INC(LDOS)03,380+3,38002990.35%+299
CRA INTL INC(CRAI)02,813+2,81302870.33%+287
BHP GROUP LTD04,791+4,79102860.33%+286
SELECT SECTOR SPDR TR
ST STR STAPL ETF
8,75812,461+3,7036549241.07%+270
HUNTINGTON INGALLS INDS INC(HII)1,3082,272+9642715170.60%+246
WEC ENERGY GROUP INC(WEC)02,694+2,69402380.28%+238
BWX TECHNOLOGIES INC(BWXT)03,274+3,27402340.27%+234
NVIDIA CORPORATION(NVDA)0518+51802190.25%+219
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
14,05013,504-5461,8552,0522.38%+198
EOG RES INC(EOG)2,3653,873+1,5082714430.51%+172
FIDELITY COVINGTON TRUST4,4725,186+7145106770.79%+168
UNIVERSAL CORP VA(UVV)5,1408,732+3,5922724360.51%+164
NEXSTAR MEDIA GROUP INC(NXST)1,5252,520+9952634200.49%+156
LOCKHEED MARTIN CORP(LMT)446756+3102113480.40%+137
CUBESMART(CUBE)5,1068,345+3,2392363730.43%+137
ESSENTIAL UTILS INC(WTRG)6,1069,870+3,7642673940.46%+127
PROCTER AND GAMBLE CO(PG)1,9452,719+7742894130.48%+123
BERKSHIRE HATHAWAY INC DEL3,6243,639+151,1191,2411.44%+122
LOWES COS INC(LOW)4,4894,512+238981,0181.18%+121
GENERAL DYNAMICS CORP(GD)9151,485+5702093200.37%+111
CARNIVAL CORP10,94210,94201112060.24%+95
CONAGRA BRANDS INC(CAG)7,33610,286+2,9502763470.40%+71
CONOCOPHILLIPS(COP)5,1845,504+3205145700.66%+56
RIO TINTO PLC(RIO)3,3864,428+1,0422322830.33%+50
AMGEN INC(AMGN)1,6241,993+3693934420.51%+50
JOHNSON & JOHNSON(JNJ)4,2494,273+246597070.82%+49
WALMART INC(WMT)4,5284,52806687120.83%+44
PHILLIPS 66(PSX)3,4494,070+6213503880.45%+39
KIMBERLY-CLARK CORP(KMB)2,3822,445+633203380.39%+18
SPDR SER TR
ST STR P500ETF
5,9565,699-2572872970.34%+10
VALERO ENERGY CORP(VLO)4,0394,888+8495645730.66%+10
EXXON MOBIL CORP(XOM)2,3752,496+1212602680.31%+7
ISHARES TR8,8507,906-9444904930.57%+3
INVESCO EXCH TRADED FD TR II
S&P ULTRA DIVIDE
5,6175,674+572312220.26%-9
VERMILION ENERGY INC(VET)30,46430,630+1663953810.44%-14
DUKE ENERGY CORP NEW(DUK)3,0063,040+342902730.32%-17
DOMINION ENERGY INC(D)6,0946,181+873413200.37%-21
ONEOK INC NEW(OKE)43,00243,701+6992,7322,6973.13%-35
ABBVIE INC(ABBV)3,1233,168+454984270.49%-71
PROSHARES TR
PSHS ULT S&P 500
34,56328,254-6,3091,7351,6431.91%-92
VANGUARD WORLD FD5,5924,350-1,2421,1441,0241.19%-120
PFIZER INC(PFE)13,71011,685-2,0255594290.50%-131
SELECT SECTOR SPDR TR
ST STR INDL ETF
7,4005,615-1,7857496030.70%-146
SELECT SECTOR SPDR TR
ST STR FINL ETF
24,02218,547-5,4757726250.73%-147
FIRST TR NASDAQ 100 TECH IND6,0454,263-1,7827896270.73%-162
INVESCO EXCHANGE TRADED FD T35,7600-35,7601780-178
CHEVRON CORP NEW1,3660-1,3662230-223
MARATHON PETE CORP1,7840-1,7842410-241
UNITED PARCEL SERVICE INC1,2570-1,2572440-244
FMC CORP2,0880-2,0882550-255
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
13,4208,072-5,3487454850.56%-260
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
45,53232,235-13,2971,1368721.01%-264
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
13,6898,043-5,6467114440.52%-267
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,3320-3,3322690-269
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
10,1000-10,1002730-273
VANECK ETF TRUST
FALLEN ANGEL HG
10,6820-10,6822990-299
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,2576,742-3,5158505470.63%-302
GENCO SHIPPING & TRADING LTD19,5010-19,5013050-305
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,1771,881-2,2966042810.33%-323
ISHARES TR12,0528,988-3,0641,3329931.15%-339
KINDER MORGAN INC DEL21,7700-21,7703810-381
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
7,5170-7,5175450-545
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
17,0780-17,0786380-638
SELECT SECTOR SPDR TR
ST STR CARE ETF
12,3497,151-5,1981,5999491.10%-650
PGIM ETF TR
PGIM ULTRA SH BD
13,6220-13,6226720-672
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
7,2470-7,2477620-762
PROSHARES TR II111,7580-111,7581,0110-1,011
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
24,0890-24,0891,1400-1,140
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