0001737888-21-000003.txt : 20210405
0001737888-21-000003.hdr.sgml : 20210405
20210405165129
ACCESSION NUMBER: 0001737888-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210405
DATE AS OF CHANGE: 20210405
EFFECTIVENESS DATE: 20210405
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fulcrum Equity Management
CENTRAL INDEX KEY: 0001737888
IRS NUMBER: 464482572
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19437
FILM NUMBER: 21806136
BUSINESS ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
BUSINESS PHONE: 8883046942
MAIL ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001737888
XXXXXXXX
03-31-2021
03-31-2021
Fulcrum Equity Management
5700 GRANITE PARKWAY
SUITE 200
PLANO
TX
75024
13F HOLDINGS REPORT
028-19437
N
Craig A. Love
Managing Member
214-317-4293
Craig Allen Love
Plano
TX
04-05-2021
0
172
253053
false
INFORMATION TABLE
2
FulcrumEquityMgmt_13f.xml
PFIZER INC
COM
717081103
257
7081
SH
SOLE
0
0
0
7081
MONOLITHIC PWR SYS INC
COM
609839105
2142
6065
SH
SOLE
0
0
0
6065
GLOBAL X FDS
AUTONMOUS EV ETF
37954Y624
610
22970
SH
SOLE
0
0
0
22970
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
880
11162
SH
SOLE
0
0
0
11162
SEMTECH CORP
COM
816850101
485
7023
SH
SOLE
0
0
0
7023
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
252
3025
SH
SOLE
0
0
0
3025
ISHARES U S ETF TR
TECHNOLOGY
46431W648
2495
51417
SH
SOLE
0
0
0
51417
INNOVATOR ETFS TR
LOUP FRONTIER
45782C862
1073
19850
SH
SOLE
0
0
0
19850
INNOVATOR ETFS TR
IBD BREAKOUT
45782C763
3252
98267
SH
SOLE
0
0
0
98267
DIGITAL RLTY TR INC
COM
253868103
209
1487
SH
SOLE
0
0
0
1487
BALL CORP
COM
058498106
514
6063
SH
SOLE
0
0
0
6063
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17667
44577
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SOLE
0
0
0
44577
ARK ETF TR
NEXT GNRTN INTER
00214Q401
511
3469
SH
SOLE
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0
0
3469
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
33738R811
3372
52166
SH
SOLE
0
0
0
52166
ISHARES TR
TIPS BD ETF
464287176
286
2277
SH
SOLE
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0
0
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
211
3353
SH
SOLE
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0
0
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INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
46138J619
447
10137
SH
SOLE
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SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1280
17464
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SOLE
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0
0
17464
IPG PHOTONICS CORP
COM
44980X109
474
2246
SH
SOLE
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0
2246
FS KKR CAP CORP II
COM
35952V303
412
21077
SH
SOLE
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21077
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
6229
58839
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SOLE
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0
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58839
IDEXX LABS INC
COM
45168D104
2060
4211
SH
SOLE
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4211
PROSHARES TR
PSHS ULT S&P 500
74347R107
8158
79742
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SOLE
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79742
JANUS DETROIT STR TR
HENDERSN CAP ETF
47103U100
841
12454
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SOLE
0
0
0
12454
SELECT SECTOR SPDR TR
ENERGY
81369Y506
825
16812
SH
SOLE
0
0
0
16812
RBB FD INC
MFAM SMLCP GRWTH
74933W874
2039
54375
SH
SOLE
0
0
0
54375
INVESCO EXCHANGE TRADED FD T
DWA TECHNOLOGY
46137V811
1938
13480
SH
SOLE
0
0
0
13480
COGNEX CORP
COM
192422103
2365
28500
SH
SOLE
0
0
0
28500
UNION PAC CORP
COM
907818108
257
1166
SH
SOLE
0
0
0
1166
SPDR SER TR
S&P KENSHO SMART
78468R689
2941
48197
SH
SOLE
0
0
0
48197
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
297
2726
SH
SOLE
0
0
0
2726
APPLE INC
COM
037833100
415
3395
SH
SOLE
0
0
0
3395
TARGET CORP
COM
87612E106
210
1058
SH
SOLE
0
0
0
1058
SOUTHWEST AIRLS CO
COM
844741108
403
6607
SH
SOLE
0
0
0
6607
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
4981
155998
SH
SOLE
0
0
0
155998
LOWES COS INC
COM
548661107
1227
6452
SH
SOLE
0
0
0
6452
SPDR SER TR
S&P SEMICNDCTR
78464A862
2000
10943
SH
SOLE
0
0
0
10943
INVESCO EXCH TRADED FD TR II
S&P 500 HB ETF
46138E370
2640
37972
SH
SOLE
0
0
0
37972
TEXAS INSTRS INC
COM
882508104
351
1857
SH
SOLE
0
0
0
1857
COLGATE PALMOLIVE CO
COM
194162103
238
3014
SH
SOLE
0
0
0
3014
EASTMAN CHEM CO
COM
277432100
431
3910
SH
SOLE
0
0
0
3910
BOEING CO
COM
097023105
363
1426
SH
SOLE
0
0
0
1426
ALPHA ARCHITECT ETF TR
US QUAN MOMENTUM
02072L409
2277
43571
SH
SOLE
0
0
0
43571
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
401
7269
SH
SOLE
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0
0
7269
WISDOMTREE TR
FLOATNG RAT TREA
97717X628
489
19487
SH
SOLE
0
0
0
19487
APPLE INC
COM
037833100
5
2000
SH
Call
SOLE
0
0
0
2000
CONAGRA BRANDS INC
COM
205887102
208
5529
SH
SOLE
0
0
0
5529
DUKE ENERGY CORP NEW
COM NEW
26441C204
272
2819
SH
SOLE
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0
0
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ENTEGRIS INC
COM
29362U104
2100
18782
SH
SOLE
0
0
0
18782
WALMART INC
COM
931142103
588
4329
SH
SOLE
0
0
0
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ARK ETF TR
3D PRINTING ETF
00214Q500
367
9458
SH
SOLE
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0
0
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SPDR SER TR
S&P KENSHO NEW
78468R648
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52876
SH
SOLE
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0
0
52876
ALPS ETF TR
MED BREAKTHGH
00162Q593
1243
24724
SH
SOLE
0
0
0
24724
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2662
69154
SH
SOLE
0
0
0
69154
VEEVA SYS INC
CL A COM
922475108
1803
6901
SH
SOLE
0
0
0
6901
ISHARES TR
U.S. ENERGY ETF
464287796
1092
41614
SH
SOLE
0
0
0
41614
ISHARES TR
U.S. TECH ETF
464287721
1553
17708
SH
SOLE
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0
0
17708
ISHARES TR
JPMORGAN USD EMG
464288281
403
3698
SH
SOLE
0
0
0
3698
ALPS ETF TR
CLEAN ENERGY
00162Q460
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11651
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SOLE
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0
0
11651
ISHARES TR
US HLTHCARE ETF
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SH
SOLE
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0
0
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
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2725
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SH
SOLE
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0
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36834
ISHARES TR
SP SMCP600VL ETF
464287879
776
7699
SH
SOLE
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0
0
7699
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
546
5554
SH
SOLE
0
0
0
5554
PRINCIPAL EXCHANGE-TRADED FD
HELTHCARE INDX
74255Y409
332
5733
SH
SOLE
0
0
0
5733
UNIVERSAL CORP VA
COM
913456109
363
6153
SH
SOLE
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0
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ISHARES TR
U.S. FINLS ETF
464287788
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SOLE
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ISHARES TR
US INDUSTRIALS
464287754
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3363
SH
SOLE
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INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
531
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SH
SOLE
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0
0
5781
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1428
14509
SH
SOLE
0
0
0
14509
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
4862
30290
SH
SOLE
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0
0
30290
CISCO SYS INC
COM
17275R102
224
4336
SH
SOLE
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EXXON MOBIL CORP
COM
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365
6535
SH
SOLE
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ISHARES TR
1 3 YR TREAS BD
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665
7705
SH
SOLE
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0
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ISHARES TR
FLTG RATE NT ETF
46429B655
211
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SH
SOLE
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0
0
4160
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
314
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SH
SOLE
0
0
0
5182
ABBVIE INC
COM
00287Y109
237
2194
SH
SOLE
0
0
0
2194
INVESCO EXCHANGE TRADED FD T
DYNMC NETWRNG
46137V688
1386
16809
SH
SOLE
0
0
0
16809
ONEOK INC NEW
COM
682680103
1931
38115
SH
SOLE
0
0
0
38115
EATON CORP PLC
SHS
G29183103
312
2254
SH
SOLE
0
0
0
2254
INVESCO EXCHANGE TRADED FD T
DYNMC MEDIA
46137V696
344
6826
SH
SOLE
0
0
0
6826
INVESCO EXCHANGE TRADED FD T
DWA INDLS MUMT
46137V845
3468
33917
SH
SOLE
0
0
0
33917
CARNIVAL CORP
UNIT 99/99/9999
143658300
301
11353
SH
SOLE
0
0
0
11353
SPDR SER TR
BLOOMBERG SRT TR
78468R408
2612
95567
SH
SOLE
0
0
0
95567
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
690
2700
SH
SOLE
0
0
0
2700
SSGA ACTIVE TR
SPDR SSGA US SCT
78470P408
516
12602
SH
SOLE
0
0
0
12602
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
33734X101
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SH
SOLE
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99196
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
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SH
SOLE
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0
147561
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
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SH
SOLE
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0
0
10979
INVESCO EXCHANGE TRADED FD T
CLEANTECH ETF
46137V407
348
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SH
SOLE
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0
0
4610
ISHARES TR
NASDAQ BIOTECH
464287556
963
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SH
SOLE
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0
0
6396
ISHARES TR
IBOXX INV CP ETF
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1457
11201
SH
SOLE
0
0
0
11201
ISHARES TR
MRGSTR SM CP GR
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SH
SOLE
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8734
VANECK VECTORS ETF TR
AGRIBUSINESS ETF
92189F700
238
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SH
SOLE
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2709
ISHARES TR
CONV BD ETF
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SH
SOLE
0
0
0
14566
ISHARES TR
PHLX SEMICND ETF
464287523
3691
8706
SH
SOLE
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0
0
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2885
21721
SH
SOLE
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0
0
21721
ADVISORSHARES TR
DORSY MICR ETF
00768Y537
2367
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SH
SOLE
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0
0
69304
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1964
57691
SH
SOLE
0
0
0
57691
ILLINOIS TOOL WKS INC
COM
452308109
345
1556
SH
SOLE
0
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0
1556
LITTELFUSE INC
COM
537008104
1898
7178
SH
SOLE
0
0
0
7178
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
46137Y609
2602
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SH
SOLE
0
0
0
69964
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
444
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SH
SOLE
0
0
0
933
ISHARES TR
IBOXX HI YD ETF
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1564
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SH
SOLE
0
0
0
17938
ISHARES TR
CORE US AGGBD ET
464287226
328
2885
SH
SOLE
0
0
0
2885
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
46137V571
448
7057
SH
SOLE
0
0
0
7057
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
33737J174
309
5141
SH
SOLE
0
0
0
5141
ADVANCED MICRO DEVICES INC
COM
007903107
1730
22032
SH
SOLE
0
0
0
22032
SPDR SER TR
S&P INTERNET ETF
78468R127
2705
15935
SH
SOLE
0
0
0
15935
INVESCO QQQ TR
UNIT SER 1
46090E103
3214
10070
SH
SOLE
0
0
0
10070
SPDR SER TR
SPDR BLOOMBERG
78468R663
495
5408
SH
SOLE
0
0
0
5408
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
823
12883
SH
SOLE
0
0
0
12883
AMGEN INC
COM
031162100
299
1200
SH
SOLE
0
0
0
1200
ROLLINS INC
COM
775711104
1830
53160
SH
SOLE
0
0
0
53160
NVIDIA CORPORATION
COM
67066G104
2048
3837
SH
SOLE
0
0
0
3837
VANGUARD INDEX FDS
EXTEND MKT ETF
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2626
14846
SH
SOLE
0
0
0
14846
LOCKHEED MARTIN CORP
COM
539830109
203
550
SH
SOLE
0
0
0
550
ISHARES TR
S&P MC 400GR ETF
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696
8879
SH
SOLE
0
0
0
8879
ETFIS SER TR I
VIRTUS LIFESC CT
26923G301
4558
88716
SH
SOLE
0
0
0
88716
ISHARES TR
MICRO-CAP ETF
464288869
2309
15713
SH
SOLE
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0
15713
ETF MANAGERS TR
BLUESTAR ISRAEL
26924G870
355
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SH
SOLE
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PACER FDS TR
SALT HIG TRUBT
69374H618
1183
29301
SH
SOLE
0
0
0
29301
ISHARES TR
MSCI EMG MKT ETF
464287234
240
4495
SH
SOLE
0
0
0
4495
BIO-TECHNE CORP
COM
09073M104
2121
5552
SH
SOLE
0
0
0
5552
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
33737J182
318
12052
SH
SOLE
0
0
0
12052
GLOBAL X FDS
MSCI CHINA HC
37954Y541
383
13856
SH
SOLE
0
0
0
13856
GLOBAL X FDS
MSCI CHINA CON
37954Y558
460
14530
SH
SOLE
0
0
0
14530
DOMINION ENERGY INC
COM
25746U109
430
5666
SH
SOLE
0
0
0
5666
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR TE
47804J602
1129
13742
SH
SOLE
0
0
0
13742
ISHARES TR
RUSSELL 2000 ETF
464287655
526
2379
SH
SOLE
0
0
0
2379
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1043
8931
SH
SOLE
0
0
0
8931
VANECK VECTORS ETF TR
CHINAAMC SME CHI
92189F627
326
7249
SH
SOLE
0
0
0
7249
FASTENAL CO
COM
311900104
298
5933
SH
SOLE
0
0
0
5933
ISHARES TR
ASIA 50 ETF
464288430
830
9003
SH
SOLE
0
0
0
9003
FIRST TR NASDAQ 100 TECH IND
SHS
337345102
5292
36697
SH
SOLE
0
0
0
36697
PACER FDS TR
TRENDP 100 ETF
69374H303
1472
28096
SH
SOLE
0
0
0
28096
ISHARES TR
MSCI CHINA A
46434V514
711
17283
SH
SOLE
0
0
0
17283
ISHARES TR
S&P MC 400VL ETF
464287705
819
8038
SH
SOLE
0
0
0
8038
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
1322
19276
SH
SOLE
0
0
0
19276
ETF SER SOLUTIONS
LHA MKT ST TACTL
26922B105
634
22076
SH
SOLE
0
0
0
22076
CLOROX CO DEL
COM
189054109
209
1084
SH
SOLE
0
0
0
1084
HALLIBURTON CO
COM
406216101
484
22550
SH
SOLE
0
0
0
22550
ISHARES TR
20 YR TR BD ETF
464287432
326
2410
SH
SOLE
0
0
0
2410
VERMILION ENERGY INC
COM
923725105
219
30138
SH
SOLE
0
0
0
30138
NEWMONT CORP
COM
651639106
253
4205
SH
SOLE
0
0
0
4205
EPAM SYS INC
COM
29414B104
2412
6080
SH
SOLE
0
0
0
6080
INVESCO EXCHANGE TRADED FD T
DYNMC SOFTWARE
46137V639
3444
22105
SH
SOLE
0
0
0
22105
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
355
5595
SH
SOLE
0
0
0
5595
PROSHARES TR
PSHS ULTRUSS2000
74347R842
3451
30872
SH
SOLE
0
0
0
30872
INVESCO EXCH TRADED FD TR II
DWA SMLCP MENT
46138E842
3043
35781
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SOLE
0
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INTER TERM TREAS
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SOLE
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7849
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SHORT TERM TREAS
92206C102
1014
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SH
SOLE
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0
0
16483
EMERSON ELEC CO
COM
291011104
405
4486
SH
SOLE
0
0
0
4486
KROGER CO
COM
501044101
229
6358
SH
SOLE
0
0
0
6358
AMEDISYS INC
COM
023436108
1774
6700
SH
SOLE
0
0
0
6700
VANGUARD WELLINGTON FD
US MOMENTUM
921935508
350
2828
SH
SOLE
0
0
0
2828
SONOCO PRODS CO
COM
835495102
207
3270
SH
SOLE
0
0
0
3270
ARK ETF TR
GENOMIC REV ETF
00214Q302
517
5823
SH
SOLE
0
0
0
5823
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
272
4755
SH
SOLE
0
0
0
4755
WATSCO INC
COM
942622200
268
1028
SH
SOLE
0
0
0
1028
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
8011
70497
SH
SOLE
0
0
0
70497
CUBESMART
COM
229663109
230
6077
SH
SOLE
0
0
0
6077
SPDR SER TR
S&P RETAIL ETF
78464A714
453
5075
SH
SOLE
0
0
0
5075
PAYPAL HLDGS INC
COM
70450Y103
2176
8961
SH
SOLE
0
0
0
8961
LULULEMON ATHLETICA INC
COM
550021109
1671
5447
SH
SOLE
0
0
0
5447
INVESCO EXCHANGE TRADED FD T
DWA CYCLICALS
46137V803
3501
39729
SH
SOLE
0
0
0
39729
JOHNSON & JOHNSON
COM
478160104
600
3653
SH
SOLE
0
0
0
3653
ISHARES INC
MSCI PAC JP ETF
464286665
212
4212
SH
SOLE
0
0
0
4212
KRANESHARES TR
ELEC VEH FUTUR
500767827
353
8335
SH
SOLE
0
0
0
8335
ISHARES TR
S&P SML 600 GWT
464287887
524
4085
SH
SOLE
0
0
0
4085
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1099
6541
SH
SOLE
0
0
0
6541
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
33734X127
6006
593455
SH
SOLE
0
0
0
593455
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
589
17773
SH
SOLE
0
0
0
17773