Fund HoldingsFulcrum Equity Management

Total Portfolio Value
$80.92M
Total Bought
$30.80M
Total Sold
$36.46M
Net Transaction
-$5.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES INC046,192+46,19206,1447.59%+6,144
ISHARES TR038,540+38,54002,9833.69%+2,983
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
010,311+10,31101,7382.15%+1,738
ISHARES TR03,188+3,18801,5221.88%+1,522
GLOBAL X FDS
ADAPTIVE US
033,979+33,97901,2631.56%+1,263
GLOBAL X FDS
GLBL X MLP ETF
028,017+28,01701,2411.53%+1,241
EA SERIES TRUST
US QUAN VALUE
030,623+30,62301,2401.53%+1,240
GRANITESHARES ETF TR
NASD SEL DIS ETF
026,019+26,01901,1941.48%+1,194
INVESCO EXCH TRADED FD TR II013,115+13,11501,1871.47%+1,187
BLACKROCK ETF TRUST
ISHARES US EQUIT
029,886+29,88601,1841.46%+1,184
SPDR SER TR
ST STR NYSE TECH
07,198+7,19801,1821.46%+1,182
ETFIS SER TR I
INFRAC ACT MLP
032,746+32,74601,1571.43%+1,157
ISHARES TR6,89514,461+7,5666371,4721.82%+835
BNY MELLON ETF TRUST
HIGH YIELD ETF
012,909+12,90906110.76%+611
FIDELITY COVINGTON TRUST04,004+4,00405750.71%+575
ISHARES TR05,751+5,75104720.58%+472
ISHARES TR06,723+6,72304560.56%+456
ISHARES TR04,293+4,29304520.56%+452
SPDR S&P 500 ETF TR(SPY)033,349+33,349015,85119.59%+15,851
ISHARES TR
0-5YR HI YL CP
010,257+10,25704330.54%+433
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
017,319+17,31904210.52%+421
SPDR DOW JONES INDL AVERAGE(DIA)0920+92003470.43%+347
ONEOK INC NEW(OKE)44,33544,970+6352,8123,1583.90%+346
ISHARES TR
MSCI USA MMENTM
02,167+2,16703400.42%+340
APPLE INC(AAPL)01,626+1,62603130.39%+313
AMAZON COM INC(AMZN)01,954+1,95402970.37%+297
SCHLUMBERGER LTD(SLB)05,691+5,69102960.37%+296
NVIDIA CORPORATION(NVDA)0528+52802610.32%+261
MSC INDL DIRECT INC(MSM)02,309+2,30902340.29%+234
PEPSICO INC(PEP)1,6202,955+1,3352745020.62%+227
CVS HEALTH CORP(CVS)02,807+2,80702220.27%+222
CARNIVAL CORP010,942+10,94202030.25%+203
CISCO SYS INC(CSCO)4,7708,755+3,9852564420.55%+186
BROADCOM INC(AVGO)509534+254235960.74%+173
MICROSOFT CORP(MSFT)692908+2162183420.42%+123
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,2727,938+1,6665676660.82%+99
UNIVERSAL CORP VA(UVV)8,8027,572-1,2304165100.63%+94
LOWES COS INC(LOW)4,5344,629+959421,0301.27%+88
HUNTINGTON INGALLS INDS INC(HII)2,2702,103-1674645460.67%+82
BERKSHIRE HATHAWAY INC DEL3,6403,766+1261,2751,3431.66%+68
VISTRA CORP(VST)13,77613,584-1924575230.65%+66
GENERAL DYNAMICS CORP(GD)1,4891,516+273293940.49%+65
BHP GROUP LTD4,8514,965+1142763390.42%+63
SPDR SER TR
ST STR P500ETF
6,7087,085+3773373960.49%+59
BOOZ ALLEN HAMILTON HLDG COR3,1053,059-463393910.48%+52
VANGUARD BD INDEX FDS6,2936,655+3624394890.60%+50
ABBVIE INC(ABBV)4,7884,912+1247147610.94%+47
COLGATE PALMOLIVE CO(CL)4,1134,259+1462923390.42%+47
DUKE ENERGY CORP NEW(DUK)3,0403,204+1642683110.38%+43
RIO TINTO PLC(RIO)4,4204,314-1062813210.40%+40
INVESCO EXCH TRADED FD TR II
S&P ULTRA DIVIDE
5,7495,802+532142540.31%+40
KINDER MORGAN INC DEL(KMI)12,44713,091+6442062310.29%+25
WALMART INC(WMT)4,5284,735+2077247460.92%+22
JPMORGAN CHASE & CO(JPM)2,3402,112-2283393590.44%+20
LEIDOS HOLDINGS INC(LDOS)3,3803,050-3303123300.41%+19
DOMINION ENERGY INC(D)6,1716,258+872762940.36%+18
PHILLIPS 66(PSX)4,3394,050-2895215390.67%+18
SOUTHERN CO(SO)3,1283,12802022190.27%+17
ISHARES TR
CORE UNIVRSL USD
6,2286,186-422722850.35%+13
SELECT SECTOR SPDR TR
ST STR FINL ETF
17,17315,280-1,8935705750.71%+5
BWX TECHNOLOGIES INC(BWXT)3,2743,257-172452500.31%+4
KIMBERLY-CLARK CORP(KMB)3,5523,55204294320.53%+2
LOCKHEED MARTIN CORP(LMT)756679-773093080.38%-1
AMGEN INC(AMGN)2,0011,859-1425385350.66%-2
INSPERITY INC(NSP)3,0942,463-6313022890.36%-13
NEXSTAR MEDIA GROUP INC(NXST)2,5292,183-3463633420.42%-20
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7941,459-3352542300.28%-24
CUBESMART(CUBE)8,4446,412-2,0323222970.37%-25
MCDONALDS CORP(MCD)933736-1972462180.27%-28
UNITED PARCEL SERVICE INC(UPS)2,0911,803-2883262830.35%-43
INGREDION INC(INGR)3,8003,019-7813743280.40%-46
EXXON MOBIL CORP5,9406,382+4426986380.79%-60
CHEVRON CORP NEW(CVX)3,3423,363+215645020.62%-62
CONOCOPHILLIPS(COP)5,5695,171-3986676000.74%-67
EOG RES INC(EOG)3,8953,519-3764944260.53%-68
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,3565,063-1,2934373650.45%-73
PROCTER AND GAMBLE CO(PG)2,7662,239-5274033280.41%-75
VERMILION ENERGY INC(VET)30,80830,80804503720.46%-79
JOHNSON & JOHNSON(JNJ)5,3024,719-5838267400.91%-86
VALERO ENERGY CORP(VLO)8,7208,806+861,2361,1451.41%-91
ISHARES TR4,4923,239-1,2537946500.80%-144
PFIZER INC(PFE)17,18814,704-2,4845704230.52%-147
CARNIVAL CORP10,9420-10,9421500-150
PROSHARES TR
PSHS ULT S&P 500
23,35916,565-6,7941,2471,0781.33%-169
SELECT SECTOR SPDR TR
ST STR SVC ETF
24,50119,666-4,8351,6071,4291.77%-178
WEC ENERGY GROUP INC(WEC)2,7040-2,7042180-218
CONAGRA BRANDS INC(CAG)8,7570-8,7572400-240
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
3,8780-3,8782440-244
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,6514,483-2,1688566110.76%-245
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
6,8860-6,8862610-261
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
4,3720-4,3722640-264
FIRST TR EXCHANGE-TRADED FD1,8050-1,8052640-264
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
15,8970-15,8972770-277
CRA INTL INC(CRAI)2,8130-2,8132830-283
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
4,9590-4,9592850-285
ESSENTIAL UTILS INC(WTRG)9,9090-9,9093400-340
PROSHARES TR II14,9450-14,9453480-348
SELECT SECTOR SPDR TR
ST STR MATER ETF
5,1490-5,1494040-404
ISHARES TR5,4991,982-3,5178463470.43%-499
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,6353,268-5,3678753730.46%-503
Page 1 of 1