FE

Fulcrum Equity Management

13F
Fulcrum Equity Management
Last update 2025-05-01 96 Stocks (17 new)
Value $92.00 Mil Turnover 21 %
Countries:
Top Holdings: ITOT(10.69%)URTH(7.73%)RSP(5.17%)OKE(5.16%)XLK(4.22%)
Summary Stock Picks Current Portfolio
Fulcrum Equity Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
80,191
9,784.2
-0.39%
10.690
-0.04%
0.020
-0.91%
+0.19%
67,377.2
 
URTH 		iShares MSCI World ETF
46,192
7,075.7
0%
7.730
0%
0.160
+2.09%
+5.05%
4,786.1
 
RSP 		Invesco S&P 500 Equal Weight ETF
27,302
4,729.5
+2,110.69%
5.170
+4.94%
0.010
-2.04%
+0.72%
72,017.3
 
OKE 		ONEOK Inc
47,599
4,722.8
+1.04%
5.160
+0.05%
0.010
-18.62%
-17.76%
50,395.3
Oil & Gas
XLK 		Technology Select Sector SPDR ETF
18,699
3,861.0
+7.89%
4.220
+0.31%
0.010
+2.70%
-0.38%
72,003.6
 
XLC 		Communication Services Select Sector SPDR Fund
32,549
3,139.3
+63.83%
3.430
+1.34%
0.020
-1.00%
+4.31%
21,635.0
 
SPY 		SPDR S&P 500 ETF Trust
5,236
2,928.9
+111.30%
3.200
+1.69%
0.000
-0.70%
+0.68%
604,141.6
 
BRK.B 		Berkshire Hathaway Inc
4,410
2,348.7
0%
2.570
0%
0.000
-1.49%
+11.67%
1,091,623.5
Insurance
XLF 		Financial Select Sector SPDR
46,009
2,291.7
-2.56%
2.500
-0.06%
0.000
-2.55%
+5.21%
50,089.6
 
XLY 		Consumer Discretionary Select Sector SPDR
8,201
1,619.4
-1.13%
1.770
-0.02%
0.010
-0.46%
-4.18%
21,562.2
 

Fulcrum Equity Management's Historical Top Holdings Breakdowns

Fulcrum Equity Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+4.94%
●
169.43 ($177.82) 182.84
$176.50
-0.74%
Add 2110.69%
27,302
26,067
KBWP 		Invesco KBW Property Casualty Insurance ETF2025-03-31Sold Out
-1.79%
●
110.12 ($116.7) 124.59
$124.14
6.37%
Sold Out
0
-15,553
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+1.69%
●
551.42 ($587.78) 612.93
$590.05
0.39%
Add 111.3%
5,236
2,758
KIE 		SPDR S&P Insurance ETF2025-03-31New Buy
+1.69%
●
54.24 ($58.14) 60.81
$58.71
0.98%
New holding
25,531
25,531
XLC 		Communication Services Select Sector SPDR Fund2025-03-31Add
+1.34%
●
94.84 ($99.87) 105.31
$100.98
1.11%
Add 63.83%
32,549
12,682
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Sold Out
-1.32%
●
192.82 ($209.18) 222.1
$214.09
2.35%
Sold Out
0
-6,352
IYF 		iShares U.S. Financials ETF2025-03-31Sold Out
-1.24%
●
107.69 ($114.54) 119.37
$116.05
1.32%
Sold Out
0
-11,341
UTES 		Virtus Reaves Utilities ETF2025-03-31Sold Out
-1.21%
●
61.51 ($67.14) 72.68
$72.13
7.43%
Sold Out
0
-19,253
FCOM 		Fidelity MSCI Communication Services Index ETF2025-03-31Sold Out
-1.19%
●
55.97 ($60.22) 64.13
$60.12
-0.17%
Sold Out
0
-20,504
VOX 		Vanguard Communication Services ETF2025-03-31Sold Out
-1.19%
●
147.73 ($158.91) 169.24
$158.68
-0.14%
Sold Out
0
-7,740

Fulcrum Equity Management Total Holding History ($B)

To

Fulcrum Equity Management's Asset Allocation

To

Fulcrum Equity Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fulcrum Equity Management's Hypothetical Growth since 2025-03-31

Fulcrum Equity Management's Yearly Returns

Year Portfolio % % Excess Gain %

Fulcrum Equity Management's Holdings Heat Map

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Fulcrum Equity Management's Holdings Bubble Chart

Fulcrum Equity Management News

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