Managing Member

0001737888-24-000006.txt : 20241122 0001737888-24-000006.hdr.sgml : 20241122 20241121182138 ACCESSION NUMBER: 0001737888-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241122 DATE AS OF CHANGE: 20241121 EFFECTIVENESS DATE: 20241122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fulcrum Equity Management CENTRAL INDEX KEY: 0001737888 ORGANIZATION NAME: 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: 241485902 BUSINESS ADDRESS: STREET 1: 5465 LEGACY DRIVE STREET 2: SUITE 650 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 8883046942 MAIL ADDRESS: STREET 1: 5465 LEGACY DRIVE STREET 2: SUITE 650 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001737888 XXXXXXXX 09-30-2024 09-30-2024 Fulcrum Equity Management

5465 LEGACY DRIVE SUITE 650 PLANO TX 75024

13F HOLDINGS REPORT 028-19437 N Craig A. Love Managing Member 214-317-4293 Craig Allen Love Plano TX 11-21-2024 0 137 118363608 false INFORMATION TABLE 2 FulcrumEquityMgmt_13f.xml ABBOTT LABS COM 002824100 239307 2099 SH SOLE 0 0 0 2099 ABBVIE INC COM 00287Y109 1422770 7205 SH SOLE 0 0 0 7205 ALPHABET INC CAP STK CL A 02079K305 485008 2924 SH SOLE 0 0 0 2924 ALPS ETF TR ALERIAN ENERGY 00162Q676 1229660 43497 SH SOLE 0 0 0 43497 AMAZON COM INC COM 023135106 485390 2605 SH SOLE 0 0 0 2605 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 258521 9905 SH SOLE 0 0 0 9905 AMGEN INC COM 031162100 640458 1988 SH SOLE 0 0 0 1988 APPLE INC COM 037833100 1265998 5433 SH SOLE 0 0 0 5433 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2029747 4410 SH SOLE 0 0 0 4410 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 670670 13557 SH SOLE 0 0 0 13557 BNY MELLON ETF TRUST HIGH YIELD ETF 09661T800 589678 12071 SH SOLE 0 0 0 12071 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 471080 2894 SH SOLE 0 0 0 2894 BROADCOM INC COM 11135F101 505276 2929 SH SOLE 0 0 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