| |
|
|
| Name: |
Fulcrum Equity Management |
| City: |
Plano |
| State: |
TX |
| Zip: |
75024 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPMO |
Powershares S&p 500 Momentu... |
7 |
New |
$80.75 |
$1,735,000 |
21,634 |
2.05% |
1,735,000 |
21,634 |
0.16 |
N/A |
|
|
QTEC |
First Trust NASDAQ-100-Tech... |
13 |
New |
$190.75 |
$1,330,000 |
6,975 |
1.57% |
1,330,000 |
6,975 |
0.029 |
Closed - End Fund - Debt |
|
|
DUSA |
Davis Select Us Equity |
15 |
New |
$32.78 |
$1,279,000 |
31,687 |
1.51% |
1,279,000 |
31,687 |
0.299 |
N/A |
|
|
PWB |
Invesco Dynamic Large Cap G... |
18 |
New |
$89.76 |
$1,252,000 |
14,024 |
1.48% |
1,252,000 |
14,024 |
0.118 |
Closed - End Fund - Debt |
|
|
JQUA |
Jpmorgan Us Quality Factor Etf |
23 |
New |
$0.00 |
$1,197,000 |
22,647 |
1.41% |
1,197,000 |
22,647 |
0.025 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
24 |
New |
$252.41 |
$1,185,000 |
4,790 |
1.4% |
1,185,000 |
4,790 |
0.01 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
26 |
New |
$0.00 |
$1,117,000 |
6,799 |
1.32% |
1,117,000 |
6,799 |
0 |
N/A |
|
|
GVIP |
Goldman Sachs Hedge Industr... |
28 |
New |
$0.00 |
$1,007,000 |
9,214 |
1.19% |
1,007,000 |
9,214 |
0.594 |
N/A |
|
|
QGRO |
American Century Stoxx Us Q... |
29 |
New |
$84.94 |
$1,004,000 |
11,820 |
1.18% |
1,004,000 |
11,820 |
0.013 |
N/A |
|
|
AMOM |
Qraft Aienhanced Us Large C... |
30 |
New |
$0.00 |
$985,000 |
25,497 |
1.16% |
985,000 |
25,497 |
2.5 |
N/A |
|
|
MMTM |
Spdr S |
41 |
New |
$0.00 |
$664,000 |
2,889 |
0.78% |
664,000 |
2,889 |
0.578 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
65 |
New |
$61.60 |
$434,000 |
7,114 |
0.51% |
434,000 |
7,114 |
0 |
Closed - End Fund - Debt |
|
|
SCHA |
Schwab Strategic Trust |
68 |
New |
$48.69 |
$403,000 |
8,180 |
0.48% |
403,000 |
8,180 |
0.001 |
Closed - End Fund - Debt |
|
|
CGGR |
Capital Group Growth Etf |
73 |
New |
$0.00 |
$364,000 |
11,389 |
0.43% |
364,000 |
11,389 |
0.011 |
N/A |
|
|
MGC |
Vanguard Mega Cap 300 Index... |
74 |
New |
$185.36 |
$357,000 |
1,910 |
0.42% |
357,000 |
1,910 |
0.008 |
Closed - End Fund - E... |
|
|
CDW |
Cdw Corp |
76 |
New |
$223.64 |
$350,000 |
1,369 |
0.41% |
350,000 |
1,369 |
0.001 |
Catalog & Mail Order ... |
|
|
XLRE |
Real Estate Select Sector S... |
84 |
New |
$38.76 |
$328,000 |
8,298 |
0.39% |
328,000 |
8,298 |
0.001 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
86 |
New |
$193.86 |
$307,000 |
1,814 |
0.36% |
307,000 |
1,814 |
0 |
Communication Equipment |
|
|
GOOGL |
Alphabet Inc |
89 |
New |
$176.06 |
$296,000 |
1,962 |
0.35% |
296,000 |
1,962 |
0 |
Search Engines & Info... |
|
|
FB |
Meta Platforms Inc |
98 |
New |
$471.91 |
$266,000 |
547 |
0.31% |
266,000 |
547 |
0 |
Internet Service Prov... |
|
|
SBUX |
Starbucks Corp |
99 |
New |
$77.85 |
$248,000 |
2,709 |
0.29% |
248,000 |
2,709 |
0 |
Specialty Eateries |
|
|
DOW |
DOW Inc |
102 |
New |
$59.19 |
$234,000 |
4,038 |
0.28% |
234,000 |
4,038 |
0.001 |
Diversified Chemicals |
|
|
FDX |
Fedex Corp |
103 |
New |
$257.25 |
$232,000 |
800 |
0.27% |
232,000 |
800 |
0 |
AirDelivery & Freight... |
|
|
ANGL |
Vaneck Vectors Fallen Angel... |
107 |
New |
$28.69 |
$212,000 |
7,309 |
0.25% |
212,000 |
7,309 |
0.005 |
N/A |
|
|
PAYO |
Payoneer Global Inc. |
109 |
New |
$5.87 |
$57,000 |
11,705 |
0.07% |
57,000 |
11,705 |
0.003 |
N/A |
|
