0001580642-19-002289.txt : 20190503
0001580642-19-002289.hdr.sgml : 20190503
20190503131007
ACCESSION NUMBER: 0001580642-19-002289
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190503
DATE AS OF CHANGE: 20190503
EFFECTIVENESS DATE: 20190503
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: 19795231
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
false
false
0001737888
XXXXXXXX
03-31-2019
03-31-2019
false
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
/s/ Craig A. Love
Plano
TX
05-02-2019
0
97
291157
INFORMATION TABLE
2
infotable.xml
INTEL CORP
COM
458140100
376
7006
SH
SOLE
0
0
7006
FASTENAL CO
COM
311900104
315
4904
SH
SOLE
0
0
4904
ISHARES TR
S&P SML 600 GWT
464287887
271
1520
SH
SOLE
0
0
1520
DOMINION ENERGY INC
COM
25746U109
399
5205
SH
SOLE
0
0
5205
MCDONALDS CORP
COM
580135101
323
1703
SH
SOLE
0
0
1703
3M CO
COM
88579Y101
287
1380
SH
SOLE
0
0
1380
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
491
20037
SH
SOLE
0
0
20037
CISCO SYS INC
COM
17275R102
684
12672
SH
SOLE
0
0
12672
FORTINET INC
COM
34959E109
445
5300
SH
SOLE
0
0
5300
UNION PACIFIC CORP
COM
907818108
316
1888
SH
SOLE
0
0
1888
FIRST TR NASDAQ100 TECH INDE
SHS
337345102
24854
301741
SH
SOLE
0
0
301741
EXXON MOBIL CORP
COM
30231G102
286
3539
SH
SOLE
0
0
3539
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
363
4900
SH
SOLE
0
0
4900
LULULEMON ATHLETICA INC
COM
550021109
502
3061
SH
SOLE
0
0
3061
ISHARES TR
CORE S&P500 ETF
464287200
291
1023
SH
SOLE
0
0
1023
MEDTRONIC PLC
SHS
G5960L103
246
2700
SH
SOLE
0
0
2700
FIVE BELOW INC
COM
33829M101
388
3124
SH
SOLE
0
0
3124
ISHARES TR
US INDUSTRIALS
464287754
15515
102218
SH
SOLE
0
0
102218
ONEOK INC NEW
COM
682680103
3077
44061
SH
SOLE
0
0
44061
HONEYWELL INTL INC
COM
438516106
334
2100
SH
SOLE
0
0
2100
ISHARES TR
IBOXX HI YD ETF
464288513
412
4760
SH
SOLE
0
0
4760
ISHARES TR
CORE HIGH DV ETF
46429B663
292
3132
SH
SOLE
0
0
3132
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
824
4102
SH
SOLE
0
0
4102
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
468
5371
SH
SOLE
0
0
5371
ISHARES TR
IBOXX INV CP ETF
464287242
427
3587
SH
SOLE
0
0
3587
PAYPAL HLDGS INC
COM
70450Y103
557
5368
SH
SOLE
0
0
5368
WALMART INC
COM
931142103
427
4382
SH
SOLE
0
0
4382
MEDICAL PPTYS TRUST INC
COM
58463J304
350
18893
SH
SOLE
0
0
18893
VANECK VECTORS ETF TR
AGRIBUSINESS ETF
92189F700
666
10687
SH
SOLE
0
0
10687
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
407
4773
SH
SOLE
0
0
4773
SONOCO PRODS CO
COM
835495102
294
4770
SH
SOLE
0
0
4770
MAXIM INTEGRATED PRODS INC
COM
57772K101
232
4365
SH
SOLE
0
0
4365
BURLINGTON STORES INC
COM
122017106
365
2330
SH
SOLE
0
0
2330
NIKE INC
CL B
654106103
438
5200
SH
SOLE
0
0
5200
ISHARES TR
JPMORGAN USD EMG
464288281
358
3250
SH
SOLE
0
0
3250
DUKE ENERGY CORP NEW
COM NEW
26441C204
230
2555
SH
SOLE
0
0
2555
CHEVRON CORP NEW
COM
166764100
201
1635
SH
SOLE
0
0
1635
HEICO CORP NEW
COM
422806109
631
6647
SH
SOLE
0
0
6647
BG STAFFING INC
COM
05544A109
217
9924
SH
SOLE
0
0
9924
AMGEN INC
COM
031162100
789
4154
SH
SOLE
0
0
4154
AMERICAN EXPRESS CO
COM
025816109
230
2100
SH
SOLE
0
0
2100
VERISK ANALYTICS INC
COM
92345Y106
480
3611
SH
SOLE
0
0
3611
ISHARES TR
1 3 YR TREAS BD
464287457
100643
1196427
SH
SOLE
0
0
1196427
UNITEDHEALTH GROUP INC
COM
91324P102
632
2555
SH
SOLE
0
0
2555
HUANENG PWR INTL INC
SPON ADR H SHS
443304100
251
10843
SH
SOLE
0
0
10843
ISHARES TR
MSCI ACWI ETF
464288257
4020
55722
SH
SOLE
0
0
55722
CUMMINS INC
COM
231021106
279
1770
SH
SOLE
0
0
1770
INVESCO QQQ TR
UNIT SER 1
46090E103
14822
82500
SH
SOLE
0
0
82500
ISHARES TR
S&P MC 400GR ETF
464287606
271
1237
SH
SOLE
0
0
1237
TEXAS INSTRS INC
COM
882508104
301
2837
SH
SOLE
0
0
2837
ZOETIS INC
CL A
98978V103
450
4471
SH
SOLE
0
0
4471
VISA INC
COM CL A
92826C839
423
2709
SH
SOLE
0
0
2709
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
33734X150
25084
628515
SH
SOLE
0
0
628515
EATON CORP PLC
SHS
G29183103
292
3630
SH
SOLE
0
0
3630
PFIZER INC
COM
717081103
582
13714
SH
SOLE
0
0
13714
EPAM SYS INC
COM
29414B104
467
2763
SH
SOLE
0
0
2763
ISHARES TR
U.S. TECH ETF
464287721
15380
80695
SH
SOLE
0
0
80695
SPDR SER TR
BLOMBERG BRC INV
78468R200
233
7579
SH
SOLE
0
0
7579
ISHARES TR
INTL DEV RE ETF
464288489
276
9084
SH
SOLE
0
0
9084
MARATHON PETE CORP
COM
56585A102
351
5865
SH
SOLE
0
0
5865
ISHARES TR
GLOBAL TECH ETF
464287291
393
2300
SH
SOLE
0
0
2300
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
24916
389795
SH
SOLE
0
0
389795
PHILLIPS 66
COM
718546104
478
5019
SH
SOLE
0
0
5019
ABBVIE INC
COM
00287Y109
288
3573
SH
SOLE
0
0
3573
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
33734X184
859
30365
SH
SOLE
0
0
30365
ISHARES TR
U.S. REAL ES ETF
464287739
662
7607
SH
SOLE
0
0
7607
NEW AMER HIGH INCOME FD INC
COM NEW
641876800
892
104981
SH
SOLE
0
0
104981
DOUGLAS DYNAMICS INC
COM
25960R105
332
8711
SH
SOLE
0
0
8711
CUBESMART
COM
229663109
318
9926
SH
SOLE
0
0
9926
JOHNSON & JOHNSON
COM
478160104
991
7087
SH
SOLE
0
0
7087
NUVEEN REAL ESTATE INCOME FD
COM
67071B108
307
29671
SH
SOLE
0
0
29671
WATSCO INC
COM
942622200
235
1644
SH
SOLE
0
0
1644
ISHARES INC
CORE MSCI EMKT
46434G103
303
5868
SH
SOLE
0
0
5868
SPDR GOLD TRUST
GOLD SHS
78463V107
656
5378
SH
SOLE
0
0
5378
ARISTA NETWORKS INC
COM
040413106
518
1646
SH
SOLE
0
0
1646
ISHARES TR
RUSSELL 2000 ETF
464287655
293
1912
SH
SOLE
0
0
1912
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
688
6046
SH
SOLE
0
0
6046
ISHARES INC
MSCI PAC JP ETF
464286665
638
13899
SH
SOLE
0
0
13899
DIGITAL RLTY TR INC
COM
253868103
264
2222
SH
SOLE
0
0
2222
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
681
12143
SH
SOLE
0
0
12143
VEEVA SYS INC
CL A COM
922475108
547
4312
SH
SOLE
0
0
4312
FIRST TR EXCHANGE TRADED FD
NY ARCA BIOTECH
33733E203
24718
163856
SH
SOLE
0
0
163856
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
690
7517
SH
SOLE
0
0
7517
ISHARES TR
CORE LT USDB ETF
464289479
369
5887
SH
SOLE
0
0
5887
CENTERPOINT ENERGY INC
COM
15189T107
362
11791
SH
SOLE
0
0
11791
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
891
17059
SH
SOLE
0
0
17059
SPDR S&P 500 ETF TR
TR UNIT
78462F103
680
2406
SH
SOLE
0
0
2406
LOCKHEED MARTIN CORP
COM
539830109
264
878
SH
SOLE
0
0
878
APPLE INC
COM
037833100
711
3745
SH
SOLE
0
0
3745
ISHARES TR
CORE S&P MCP ETF
464287507
392
2071
SH
SOLE
0
0
2071
INTERNATIONAL BUSINESS MACHS
COM
459200101
276
1954
SH
SOLE
0
0
1954
LOWES COS INC
COM
548661107
628
5736
SH
SOLE
0
0
5736
FIRST TR S&P REIT INDEX FD
COM
33734G108
642
25783
SH
SOLE
0
0
25783
ROSS STORES INC
COM
778296103
423
4547
SH
SOLE
0
0
4547
FIRST AMERN FINL CORP
COM
31847R102
300
5826
SH
SOLE
0
0
5826
ISHARES TR
MSCI EAFE ETF
464287465
313
4825
SH
SOLE
0
0
4825
ISHARES TR
CORE MSCI EAFE
46432F842
424
6973
SH
SOLE
0
0
6973