Fulcrum Equity Management Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$91.6B

Holdings

96

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES TR
80,191$9.8B10.69%
2
URTHISHARES INC
46,192$7.1B7.73%
3
RSPINVESCO EXCHANGE TRADED FD T
27,302$4.7B5.17%
4
OKEONEOK INC NEW
47,599$4.7B5.16%
5
XLKSELECT SECTOR SPDR TR
18,699$3.9B4.22%
6
XLCSELECT SECTOR SPDR TR
32,549$3.1B3.43%
7
SPYSPDR S&P 500 ETF TR
5,236$2.9B3.20%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
4,410$2.3B2.57%
9
XLFSELECT SECTOR SPDR TR
46,009$2.3B2.50%
10
XLYSELECT SECTOR SPDR TR
8,201$1.6B1.77%
11
XLVSELECT SECTOR SPDR TR
10,741$1.6B1.71%
12
KIESPDR SER TR
25,531$1.5B1.69%
13
AAPLAPPLE INC
6,535$1.5B1.59%
14
SPYMSPDR SER TR
21,770$1.4B1.56%
15
WMTWALMART INC
15,450$1.4B1.48%
16
ENFRALPS ETF TR
37,363$1.2B1.34%
17
IYWISHARES TR
8,510$1.2B1.31%
18
EINCVANECK ETF TRUST
11,156$1.1B1.22%
19
PPAINVESCO EXCHANGE TRADED FD T
9,556$1.1B1.22%
20
EMLPFIRST TR EXCHANGE-TRADED FD
29,129$1.1B1.19%
21
XTLSPDR SER TR
10,900$1.1B1.19%
22
XLISELECT SECTOR SPDR TR
8,222$1.1B1.18%
23
NVDANVIDIA CORPORATION
9,383$1.0B1.11%
24
ISHPFIRST TR EXCHANGE TRADED FD
27,718$1.0B1.09%
25
MLPXGLOBAL X FDS
15,654$998.9M1.09%
26
MINTPIMCO ETF TR
9,460$951.9M1.04%
27
IETCISHARES U S ETF TR
12,592$943.7M1.03%
28
VFHVANGUARD WORLD FD
7,893$943.0M1.03%
29
SCHASCHWAB STRATEGIC TR
38,705$906.9M0.99%
30
SILASILA REALTY TRUST INC
33,470$894.0M0.98%
31
FDNFIRST TR EXCHANGE-TRADED FD
3,961$879.9M0.96%
32
LOWLOWES COS INC
3,421$797.8M0.87%
33
IUSBISHARES TR
17,091$787.6M0.86%
34
SCHBSCHWAB STRATEGIC TR
35,022$754.0M0.82%
35
XLFISELECT SECTOR SPDR TR
8,969$732.5M0.80%
36
JPSTJ P MORGAN EXCHANGE TRADED F
14,456$731.9M0.80%
37
QUALISHARES TR
4,265$728.9M0.80%
38
IVWISHARES TR
7,706$715.4M0.78%
39
ABBVABBVIE INC
3,399$712.2M0.78%
40
AMZNAMAZON COM INC
3,519$669.5M0.73%
41
DYNFBLACKROCK ETF TRUST
13,025$635.1M0.69%
42
HYGISHARES TR
7,897$623.0M0.68%
43
SCHGSCHWAB STRATEGIC TR
24,782$620.5M0.68%
44
BILSPDR SER TR
6,758$619.9M0.68%
45
GSSTGOLDMAN SACHS ETF TR
11,121$562.1M0.61%
46
IVEISHARES TR
2,813$536.0M0.59%
47
EFVISHARES TR
8,065$475.3M0.52%
48
DUKDUKE ENERGY CORP NEW
3,868$471.8M0.52%
49
XOMEXXON MOBIL CORP
3,929$467.3M0.51%
50
VLOVALERO ENERGY CORP
3,462$457.3M0.50%
51
SCHZSCHWAB STRATEGIC TR
19,267$446.2M0.49%
52
BKHYBNY MELLON ETF TRUST
9,302$443.0M0.48%
53
AVGOBROADCOM INC
2,600$435.4M0.48%
54
METAMETA PLATFORMS INC
711$409.8M0.45%
55
COSTCOSTCO WHSL CORP NEW
429$405.8M0.44%
56
GOOGLALPHABET INC
2,604$402.6M0.44%
57
TLTISHARES TR
4,258$387.6M0.42%
58
JPMJPMORGAN CHASE & CO.
1,565$383.9M0.42%
59
TSLATESLA INC
1,467$380.2M0.42%
60
SBUXSTARBUCKS CORP
3,660$359.0M0.39%
61
CGMSCAPITAL GRP FIXED INCM ETF T
11,877$324.2M0.35%
62
KHPIMANAGED PORTFOLIO SERIES
13,397$321.0M0.35%
63
CSCOCISCO SYS INC
5,167$318.9M0.35%
64
TRGPTARGA RES CORP
1,559$312.6M0.34%
65
CVXCHEVRON CORP NEW
1,853$310.0M0.34%
66
EFGISHARES TR
3,021$302.1M0.33%
67
PSXPHILLIPS 66
2,439$301.2M0.33%
68
AHRAMERICAN HEALTHCARE REIT INC
9,905$300.1M0.33%
69
XLUSELECT SECTOR SPDR TR
3,769$297.2M0.32%
70
XLESELECT SECTOR SPDR TR
3,149$294.3M0.32%
71
INGRINGREDION INC
2,175$294.1M0.32%
72
CLOIVANECK ETF TRUST
5,478$289.5M0.32%
73
FLBLFRANKLIN TEMPLETON ETF TR
11,957$287.8M0.31%
74
GEVGE VERNOVA INC
855$261.0M0.29%
75
XTENBONDBLOXX ETF TRUST
5,576$259.7M0.28%
76
CMECME GROUP INC
971$257.7M0.28%
77
MSFTMICROSOFT CORP
679$254.9M0.28%
78
IWMISHARES TR
1,245$248.4M0.27%
79
AMGNAMGEN INC
793$246.9M0.27%
80
GSGOLDMAN SACHS GROUP INC
445$243.1M0.27%
81
PEPPEPSICO INC
1,589$238.2M0.26%
82
MBBISHARES TR
2,505$235.0M0.26%
83
LLYELI LILLY & CO
284$234.6M0.26%
84
PGPROCTER AND GAMBLE CO
1,330$226.7M0.25%
85
EMXCISHARES INC
4,071$224.3M0.24%
86
IEMGISHARES INC
4,154$224.2M0.24%
87
BACVERIZON COMMUNICATIONS INC
4,828$219.0M0.24%
88
CCLCARNIVAL CORP
11,099$216.8M0.24%
89
CLCOLGATE PALMOLIVE CO
2,300$215.5M0.24%
90
ATOATMOS ENERGY CORP
1,393$215.3M0.24%
91
XLGINVESCO EXCHANGE TRADED FD T
4,592$211.3M0.23%
92
UVVUNIVERSAL CORP VA
3,700$207.4M0.23%
93
VNOMUSDVIPER ENERGY INC
4,517$203.9M0.22%
94
PHPARKER-HANNIFIN CORP
335$203.6M0.22%
95
KLMNINVESCO EXCH TRADED FD TR II
2,179$201.6M0.22%
96
SANBANCO SANTANDER S.A.
14,967$100.3M0.11%