The Analysis of Fulcrum Equity Management's Holdings
Currently, Fulcrum Equity Management holds 117 types of securities in its portfolio with a total value $104.5M. In the most recent quarter, they have increased their positions in XLK (+19.4K shares, valued at $2.8M), NVDA (+8.4K shares, valued at $1.6M), MSFT (+2.6K shares, valued at $1.3M); decreased their positions in SPY (-12.3K shares, valued at $8.4M), IYW (-4.3K shares, valued at $854.2K), ITA (-3.1K shares, valued at $669.9K); initiated new positions in GRNY (+38.0K shares, valued at $940.1K), N/A (+25.1K shares, valued at $627.3K), SLV (+9.3K shares, valued at $596.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR77.7K shares-1.85%2025-12-312026-01-06
URTH ISHARES INC46.2K shares0.00%2025-12-312026-01-06 XLK SELECT SECTOR SPDR TR40.5K shares91.66%2025-12-312026-01-06 NVDA NVIDIA CORPORATION21.1K shares65.78%2025-12-312026-01-06 OKE ONEOK INC NEW50.9K shares1.73%2025-12-312026-01-06 AAPL APPLE INC9.2K shares93.95%2025-12-312026-01-06 XLC SELECT SECTOR SPDR TR19.3K shares-3.41%2025-12-312026-01-06 XLF SELECT SECTOR SPDR TR38.4K shares6.50%2025-12-312026-01-06 WMT WALMART INC16.8K shares6.66%2025-12-312026-01-06 ALPHABET INC ALPHABET INC5.8K shares102.62%2025-12-312026-01-06 IYW ISHARES TR8.7K shares-32.85%2025-12-312026-01-06 MSFT MICROSOFT CORP3.6K shares272.44%2025-12-312026-01-06 QQQM INVESCO EXCH TRADED FD TR II6.8K shares3.34%2025-12-312026-01-06 XLY SELECT SECTOR SPDR TR14.3K shares97.08%2025-12-312026-01-06 XLV SELECT SECTOR SPDR TR10.7K shares69.47%2025-12-312026-01-06 AMZN AMAZON COM INC7.1K shares92.70%2025-12-312026-01-06 DYNF BLACKROCK ETF TRUST20.3K shares-7.63%2025-12-312026-01-06 META META PLATFORMS INC1.8K shares105.11%2025-12-312026-01-06 SPYM SPDR SERIES TRUST14.8K shares-1.76%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.3.7K shares145.10%2025-12-312026-01-06 TSLA TESLA INC2.5K shares78.35%2025-12-312026-01-06 SCHB SCHWAB STRATEGIC TR42.0K shares-0.23%2025-12-312026-01-06 BROADCOM INC BROADCOM INC3.1K shares87.78%2025-12-312026-01-06 XLG INVESCO EXCHANGE TRADED FD T17.8K shares28.58%2025-12-312026-01-06 XLI SELECT SECTOR SPDR TR6.7K shares-32.55%2025-12-312026-01-06 IVE ISHARES TR4.7K shares43.98%2025-12-312026-01-06 IVV ISHARES TR1.4K shares-8.94%2025-12-312026-01-06 GRNY TIDAL TRUST I38.0K sharesnew addition2025-12-312026-01-06 SCHG SCHWAB STRATEGIC TR27.2K shares-17.71%2025-12-312026-01-06 LOW LOWES COS INC3.5K shares2.00%2025-12-312026-01-06 XLU SELECT SECTOR SPDR TR19.9K shares167.68%2025-12-312026-01-06 LLY ELI LILLY & CO764 shares91.96%2025-12-312026-01-06 FTEC FIDELITY COVINGTON TRUST3.5K shares81.06%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR1.2K shares-91.40%2025-12-312026-01-06 IVW ISHARES TR6.0K shares-3.18%2025-12-312026-01-06 SILA SILA REALTY TRUST INC30.7K shares0.42%2025-12-312026-01-06 ASML ASML HOLDING N V633 shares15.09%2025-12-312026-01-06 EFV ISHARES TR9.0K shares-1.81%2025-12-312026-01-06 GEV GE VERNOVA INC968 shares1.47%2025-12-312026-01-06 GS GOLDMAN SACHS GROUP INC688 shares67.40%2025-12-312026-01-06 SLV ISHARES SILVER TR9.3K sharesnew addition2025-12-312026-01-06 SIVR ABRDN SILVER ETF TRUST8.7K sharesnew addition2025-12-312026-01-06 REMX VANECK ETF TRUST7.7K sharesnew addition2025-12-312026-01-06 APH AMPHENOL CORP NEW4.1K shares50.33%2025-12-312026-01-06 IUSB ISHARES TR11.6K shares4.56%2025-12-312026-01-06 XTEN BONDBLOXX ETF TRUST11.3K shares-19.04%2025-12-312026-01-06 COST COSTCO WHSL CORP NEW603 shares57.44%2025-12-312026-01-06 XOM EXXON MOBIL CORP4.2K shares11.11%2025-12-312026-01-06 IWC ISHARES TR3.2K shares95.87%2025-12-312026-01-06 GLTR ABRDN PRECIOUS METALS BASKET2.4K sharesnew addition2025-12-312026-01-06 IEMG ISHARES INC7.1K shares-8.78%2025-12-312026-01-06 AHR AMERICAN HEALTHCARE REIT INC9.9K shares0.00%2025-12-312026-01-06 KHPI MANAGED PORTFOLIO SERIES16.8K shares1.42%2025-12-312026-01-06 PLTR PALANTIR TECHNOLOGIES INC2.4K shares50.69%2025-12-312026-01-06 SCHZ SCHWAB STRATEGIC TR18.1K shares-2.53%2025-12-312026-01-06 V VISA INC1.2K sharesnew addition2025-12-312026-01-06 NFLX NETFLIX INC4.3K shares2151.05%2025-12-312026-01-06 SBIO ALPS ETF TR7.5K sharesnew addition2025-12-312026-01-06 THRO BLACKROCK ETF TRUST9.8K shares-8.51%2025-12-312026-01-06 BAI BLACKROCK ETF TRUST11.4K shares1.71%2025-12-312026-01-06 ORCL ORACLE CORP1.9K shares56.04%2025-12-312026-01-06 QUAL ISHARES TR1.9K shares-57.92%2025-12-312026-01-06 SPMO INVESCO EXCH TRADED FD TR II3.1K shares-25.78%2025-12-312026-01-06 SPYG SPDR SERIES TRUST3.4K shares-1.14%2025-12-312026-01-06 GE AEROSPACE GE AEROSPACE1.2K shares56.95%2025-12-312026-01-06 GLD SPDR GOLD TR895 sharesnew addition2025-12-312026-01-06 VONG VANGUARD SCOTTSDALE FDS2.9K shares0.56%2025-12-312026-01-06 AVEM AMERICAN CENTY ETF TR4.5K sharesnew addition2025-12-312026-01-06 PKB INVESCO EXCHANGE TRADED FD T3.7K shares-65.79%2025-12-312026-01-06 FTXL FIRST TR EXCHANGE TRADED FD2.7K sharesnew addition2025-12-312026-01-06 XBI SPDR SERIES TRUST2.7K sharesnew addition2025-12-312026-01-06 BBP ETFIS SER TR I4.2K sharesnew addition2025-12-312026-01-06 AIRR FIRST TR EXCHANGE TRADED FD3.3K shares-66.13%2025-12-312026-01-06 JCI JOHNSON CTLS INTL PLC2.7K shares24.64%2025-12-312026-01-06 FYC FIRST TR EXCHANGE-TRADED ALP3.3K sharesnew addition2025-12-312026-01-06 DASH DOORDASH INC1.4K shares-1.42%2025-12-312026-01-06 PPA INVESCO EXCHANGE TRADED FD T2.0K shares-67.63%2025-12-312026-01-06 PSI INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2025-12-312026-01-06 RY ROYAL BK CDA1.8K shares5.14%2025-12-312026-01-06 ITA ISHARES TR1.4K shares-68.53%2025-12-312026-01-06 KNCT INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2025-12-312026-01-06 ABBV ABBVIE INC1.3K shares-32.42%2025-12-312026-01-06 TSM TAIWAN SEMICONDUCTOR MFG LTD982 sharesnew addition2025-12-312026-01-06 MBB ISHARES TR3.1K shares-2.72%2025-12-312026-01-06 GLDM WORLD GOLD TR3.2K shares-12.67%2025-12-312026-01-06 KO COCA COLA CO3.9K sharesnew addition2025-12-312026-01-06 MA MASTERCARD INCORPORATED465 sharesnew addition2025-12-312026-01-06 HSBC HSBC HLDGS PLC3.4K shares3.04%2025-12-312026-01-06 ILCG ISHARES TR2.5K shares-2.01%2025-12-312026-01-06 IAGG ISHARES TR5.2K shares-2.20%2025-12-312026-01-06 CSD INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2025-12-312026-01-06 GURU GLOBAL X FDS4.1K sharesnew addition2025-12-312026-01-06 AMAT APPLIED MATLS INC1.0K sharesnew addition2025-12-312026-01-06 VLUE ISHARES TR1.9K sharesnew addition2025-12-312026-01-06 NVS NOVARTIS AG1.8K shares3.20%2025-12-312026-01-06 CNRG SPDR SERIES TRUST2.8K sharesnew addition2025-12-312026-01-06 SAN BANCO SANTANDER SA20.9K shares39.59%2025-12-312026-01-06 PSCT INVESCO EXCH TRADED FD TR II4.3K sharesnew addition2025-12-312026-01-06 NVO NOVO-NORDISK A S4.7K shares-17.95%2025-12-312026-01-06 NBIS NEBIUS GROUP N.V.2.8K sharesnew addition2025-12-312026-01-06 ENB ENBRIDGE INC4.7K shares13.40%2025-12-312026-01-06 CHT CHUNGHWA TELECOM CO LTD5.4K shares0.00%2025-12-312026-01-06 INVESCO QQQ TR INVESCO QQQ TR359 sharesnew addition2025-12-312026-01-06 BN BROOKFIELD CORP4.8K shares50.00%2025-12-312026-01-06 FOXA FOX CORP2.8K sharesnew addition2025-12-312026-01-06 VZ VERIZON COMMUNICATIONS INC5.0K shares6.63%2025-12-312026-01-06 CTAS CINTAS CORP1.1K sharesnew addition2025-12-312026-01-06 ALPHABET INC ALPHABET INC647 sharesnew addition2025-12-312026-01-06 PM PHILIP MORRIS INTL INC1.3K sharesnew addition2025-12-312026-01-06 BITF BITFARMS LTD47.6K shares313.45%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available