Fund HoldingsFulcrum Equity Management

Total Portfolio Value
$118.38M
Total Bought
$32.47M
Total Sold
$26.32M
Net Transaction
+$6.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
016,518+16,51803,7293.15%+3,729
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
08,903+8,90301,5951.35%+1,595
SPDR SER TR
ST STR SP INS
023,323+23,32301,3241.12%+1,324
MANAGED PORTFOLIO SERIES041,679+41,67901,3081.10%+1,308
ALPS ETF TR
ALERIAN ENERGY
043,497+43,49701,2301.04%+1,230
VANECK ETF TRUST
ENERGY INCME ET
014,351+14,35101,2171.03%+1,217
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
034,987+34,98701,1760.99%+1,176
ISHARES TR011,497+11,49701,1730.99%+1,173
GLOBAL X FDS
GLB X MLP ENRG I
021,437+21,43701,1670.99%+1,167
ETF SER SOLUTIONS
APTUS COLLRD INV
029,313+29,31301,1650.98%+1,165
ISHARES TR08,822+8,82201,1380.96%+1,138
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
020,256+20,25601,0280.87%+1,028
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,41941,850+19,4319221,8971.60%+975
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,7717,894+5,1234041,2161.03%+812
COLUMBIA ETF TR I
RESH ENHNC COR
021,921+21,92107430.63%+743
DBX ETF TR013,292+13,29206990.59%+699
SPDR S&P 500 ETF TR(SPY)6,1757,008+8333,3614,0213.40%+660
SELECT SECTOR SPDR TR
ST STR STAPL ETF
07,422+7,42206160.52%+616
BNY MELLON ETF TRUST
HIGH YIELD ETF
012,071+12,07105900.50%+590
SELECT SECTOR SPDR TR
ST STR REAL ETF
012,370+12,37005530.47%+553
ISHARES TR81,01580,766-2499,62310,1468.57%+523
ONEOK INC NEW(OKE)46,15546,681+5263,7644,2543.59%+490
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,00511,838+4,8334779560.81%+479
VISTRA CORP(VST)13,18513,549+3641,1341,6061.36%+472
ISHARES INC46,19246,19206,8137,2486.12%+435
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,8568,305+2,4497141,1250.95%+411
ETFIS SER TR I
VIRTUS REAVES UT
21,22322,935+1,7121,1001,4671.24%+367
ISHARES TR4,50810,434+5,9262396000.51%+361
SELECT SECTOR SPDR TR
ST STR SVC ETF
13,20115,917+2,7161,1311,4391.22%+308
NRG ENERGY INC(NRG)03,011+3,01102740.23%+274
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,5782,784+1,2062885580.47%+270
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,731+2,73102630.22%+263
AMERICAN HEALTHCARE REIT INC(AHR)09,905+9,90502590.22%+259
COSTCO WHSL CORP NEW(COST)358633+2753045610.47%+257
COLUMBIA ETF TR II
INDIA CONSMR ETF
03,295+3,29502540.21%+254
INVESCO EXCH TRADED FD TR II04,910+4,91002480.21%+248
PUTNAM ETF TRUST06,528+6,52802480.21%+248
VANGUARD WORLD FD01,194+1,19402470.21%+247
INVESCO EXCH TRADED FD TR II03,437+3,43702470.21%+247
ABBOTT LABS02,099+2,09902390.20%+239
BERKSHIRE HATHAWAY INC DEL4,4104,41001,7942,0301.71%+236
SILA REALTY TRUST INC28,82533,243+4,4186108410.71%+230
NVIDIA CORPORATION(NVDA)9,93711,968+2,0311,2281,4531.23%+226
ISHARES TR
CORE UNIVRSL USD
24,46228,115+3,6531,1061,3251.12%+219
GE VERNOVA INC(GEV)0855+85502180.18%+218
ROYAL BK CDA(RY)01,730+1,73002160.18%+216
ISHARES TR0373+37302150.18%+215
DIAMONDBACK ENERGY INC(FANG)01,196+1,19602060.17%+206
EMCOR GROUP INC(EME)0477+47702050.17%+205
MSC INDL DIRECT INC(MSM)02,375+2,37502040.17%+204
WALMART INC(WMT)15,29215,329+371,0351,2381.05%+202
S&P GLOBAL INC(SPGI)0388+38802000.17%+200
STARBUCKS CORP(SBUX)04,119+4,11904020.34%+402
INGREDION INC(INGR)3,4134,033+6203915540.47%+163
SCHWAB STRATEGIC TR17,55619,115+1,5598339840.83%+151
ELI LILLY & CO(LLY)405562+1573674980.42%+131
LOCKHEED MARTIN CORP(LMT)860900+404025260.44%+124
APPLE INC(AAPL)5,4225,433+111,1421,2661.07%+124
META PLATFORMS INC(META)791894+1033995120.43%+113
ALPHABET INC(GOOG)2,0572,924+8673754850.41%+110
ISHARES TR015,255+15,25501,2251.03%+1,225
TARGA RES CORP(TRGP)2,9273,135+2083774640.39%+87
VIPER ENERGY INC(VNOM)9,1689,543+3753444300.36%+86
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
12,46011,864-5961,2801,3641.15%+84
SCHWAB STRATEGIC TR10,52411,192+6686627440.63%+83
ISHARES INC
MSCI EMRG CHN
3,6694,884+1,2152172980.25%+81
CONOCOPHILLIPS(COP)05,939+5,93906250.53%+625
SPDR SER TR
ST STR BLO 1 ETF
3,2864,084+7983023750.32%+73
DUKE ENERGY CORP NEW(DUK)4,0014,029+284014650.39%+64
UNIVERSAL CORP VA(UVV)08,723+8,72304630.39%+463
DOMINION ENERGY INC(D)6,4296,504+753153760.32%+61
ISHARES TR6,6727,012+3401,0041,0630.90%+59
BWX TECHNOLOGIES INC(BWXT)03,337+3,33703630.31%+363
HUNTINGTON INGALLS INDS INC(HII)02,114+2,11405590.47%+559
MCDONALDS CORP(MCD)1,0981,095-32803330.28%+54
COLGATE PALMOLIVE CO(CL)5,1275,280+1534985480.46%+51
VANECK ETF TRUST
CLO ETF
11,16312,078+9155916410.54%+50
SCHWAB STRATEGIC TR6,4476,628+1816506900.58%+40
ABBVIE INC(ABBV)8,0677,205-8621,3841,4231.20%+39
ISHARES TR6,6006,527-736066400.54%+35
COCA COLA CO(KO)3,7393,745+62382690.23%+31
JPMORGAN CHASE & CO.(JPM)3,1123,133+216296610.56%+31
ETF SER SOLUTIONS
LHA RISK MANAGE
18,00019,000+1,0004504810.41%+31
AMGEN INC(AMGN)1,9741,988+146176400.54%+24
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
19,01818,284-7341,2081,2301.04%+22
VANGUARD BD INDEX FDS06,293+6,29304730.40%+473
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,737+1,73703490.29%+349
SOUTHERN CO(SO)3,9923,627-3653103270.28%+17
ISHARES TR
0-5YR HI YL CP
07,995+7,99503470.29%+347
CDW CORP(CDW)01,442+1,44203260.28%+326
ISHARES TR2,1542,024-1303923990.34%+7
GENERAL DYNAMICS CORP(GD)1,6431,599-444774830.41%+6
FIDELITY COVINGTON TRUST01,925+1,92503360.28%+336
TESLA INC(TSLA)1,3731,053-3202722750.23%+4
GOLDMAN SACHS GROUP INC(GS)444411-332012030.17%+3
CARNIVAL CORP11,09911,207+1082082070.17%-1
PROCTER AND GAMBLE CO(PG)3,4533,215-2385705570.47%-13
RIO TINTO PLC(RIO)04,386+4,38603120.26%+312
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
28,68428,315-3697006870.58%-13
FEDEX CORP(FDX)0759+75902080.18%+208
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