Managing Member

0001737888-20-000004.txt : 20200212 0001737888-20-000004.hdr.sgml : 20200212 20200212140503 ACCESSION NUMBER: 0001737888-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20603231 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 12-31-2019 12-31-2019 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 02-12-2020 0 89 191253 false INFORMATION TABLE 2 FulcrumEquityMgmt_13f.xml FORM 13F DETAIL ISHARES TR U.S. UTILITS ETF 464287697 584 3601 SH SOLE 0 0 0 3601 ISHARES TR S&P 500 VAL ETF 464287408 882 6780 SH SOLE 0 0 0 6780 SPDR S&P 500 ETF TR TR UNIT 78462F103 1779 5526 SH SOLE 0 0 0 5526 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 498 2200 SH SOLE 0 0 0 2200 ONEOK INC NEW COM 682680103 2982 39402 SH SOLE 0 0 0 39402 SYNOPSYS INC COM 871607107 814 5847 SH SOLE 0 0 0 5847 INVESCO QQQ TR UNIT SER 1 46090E103 3884 18269 SH SOLE 0 0 0 18269 AMGEN INC COM 031162100 640 2656 SH SOLE 0 0 0 2656 JOHNSON & JOHNSON COM 478160104 508 3483 SH SOLE 0 0 0 3483 PFIZER INC COM 717081103 638 16289 SH SOLE 0 0 0 16289 LOWES COS INC COM 548661107 506 4222 SH SOLE 0 0 0 4222 CISCO SYS INC COM 17275R102 440 9167 SH SOLE 0 0 0 9167 INTERNATIONAL BUSINESS MACHS COM 459200101 343 2559 SH SOLE 0 0 0 2559 LOCKHEED MARTIN CORP COM 539830109 456 1172 SH SOLE 0 0 0 1172 ISHARES TR U.S. BAS MTL ETF 464287838 3913 39950 SH SOLE 0 0 0 39950 ISHARES TR US HLTHCARE ETF 464287762 3993 18509 SH SOLE 0 0 0 18509 ISHARES TR US INDUSTRIALS 464287754 4528 27011 SH SOLE 0 0 0 27011 ISHARES TR U.S. TECH ETF 464287721 4984 21427 SH SOLE 0 0 0 21427 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 681 11088 SH SOLE 0 0 0 11088 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 951 30904 SH SOLE 0 0 0 30904 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 223 2740 SH SOLE 0 0 0 2740 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 736 8031 SH SOLE 0 0 0 8031 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 838 13300 SH SOLE 0 0 0 13300 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 511 5015 SH SOLE 0 0 0 5015 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 876 6983 SH SOLE 0 0 0 6983 ISHARES TR NASDAQ BIOTECH 464287556 4085 33899 SH SOLE 0 0 0 33899 WALMART INC COM 931142103 495 4162 SH SOLE 0 0 0 4162 UNION PACIFIC CORP COM 907818108 432 2391 SH SOLE 0 0 0 2391 TEXAS INSTRS INC COM 882508104 504 3930 SH SOLE 0 0 0 3930 DOMINION ENERGY INC COM 25746U109 446 5385 SH SOLE 0 0 0 5385 NABORS INDUSTRIES LTD SHS G6359F103 29 10000 SH SOLE 0 0 0 10000 INGERSOLL-RAND PLC SHS G47791101 592 4454 SH SOLE 0 0 0 4454 ISHARES TR 1 3 YR TREAS BD 464287457 19273 227734 SH SOLE 0 0 0 227734 ISHARES TR 20 YR TR BD ETF 464287432 417 3079 SH SOLE 0 0 0 3079 SIX FLAGS ENTMT CORP NEW COM 83001A102 244 5415 SH SOLE 0 0 0 5415 MAXIM INTEGRATED PRODS INC COM 57772K101 365 5938 SH SOLE 0 0 0 5938 OMNICOM GROUP INC COM 681919106 413 5092 SH SOLE 0 0 0 5092 DUKE ENERGY CORP NEW COM NEW 26441C204 240 2635 SH SOLE 0 0 0 2635 ROSS STORES INC COM 778296103 572 4911 SH SOLE 0 0 0 4911 GENERAL MLS INC COM 370334104 200 3743 SH SOLE 0 0 0 3743 INTERPUBLIC GROUP COS INC COM 460690100 442 19122 SH SOLE 0 0 0 19122 PAYCHEX INC COM 704326107 279 3280 SH SOLE 0 0 0 3280 BUNGE LIMITED COM G16962105 401 6967 SH SOLE 0 0 0 6967 TIMKEN CO COM 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2815 SH SOLE 0 0 0 2815 DANA INCORPORATED COM 235825205 554 30447 SH SOLE 0 0 0 30447 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 15145 334106 SH SOLE 0 0 0 334106 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 1540 45971 SH SOLE 0 0 0 45971 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 15519 184307 SH SOLE 0 0 0 184307 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 14662 324880 SH SOLE 0 0 0 324880 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168 14601 364467 SH SOLE 0 0 0 364467 FIRST TR S&P REIT INDEX FD COM 33734G108 1130 43279 SH SOLE 0 0 0 43279 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 15165 208970 SH SOLE 0 0 0 208970 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 1570 53750 SH SOLE 0 0 0 53750 ISHARES TR EAFE SML CP ETF 464288273 1909 30649 SH SOLE 0 0 0 30649 VISA INC COM CL A 92826C839 537 2858 SH SOLE 0 0 0 2858 FIRST TR NASDAQ100 TECH INDE SHS 337345102 15374 153588 SH SOLE 0 0 0 153588 ISHARES TR MSCI ACWI ETF 464288257 1670 21066 SH SOLE 0 0 0 21066 VERISK ANALYTICS INC COM 92345Y106 571 3821 SH SOLE 0 0 0 3821 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 878 9449 SH SOLE 0 0 0 9449 DOUGLAS DYNAMICS INC COM 25960R105 640 11637 SH SOLE 0 0 0 11637 FIRST AMERN FINL CORP COM 31847R102 428 7347 SH SOLE 0 0 0 7347 MARATHON PETE CORP COM 56585A102 490 8140 SH SOLE 0 0 0 8140 CUBESMART COM 229663109 415 13168 SH SOLE 0 0 0 13168 EPAM SYS INC COM 29414B104 628 2962 SH SOLE 0 0 0 2962 VANECK VECTORS ETF TRUST FALLEN ANGEL HG 92189F437 1151 38574 SH SOLE 0 0 0 38574 VANECK VECTORS ETF TRUST MORNINGSTAR WIDE 92189F643 872 15921 SH SOLE 0 0 0 15921 ABBVIE INC COM 00287Y109 432 4883 SH SOLE 0 0 0 4883 ZOETIS INC CL A 98978V103 630 4762 SH SOLE 0 0 0 4762 VEEVA SYS INC CL A COM 922475108 702 4989 SH SOLE 0 0 0 4989 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 896 24974 SH SOLE 0 0 0 24974 BG STAFFING INC COM 05544A109 309 14125 SH SOLE 0 0 0 14125 PAYCOM SOFTWARE INC COM 70432V102 1013 3827 SH SOLE 0 0 0 3827 KEYSIGHT TECHNOLOGIES INC COM 49338L103 590 5744 SH SOLE 0 0 0 5744 PAYPAL HLDGS INC COM 70450Y103 703 6499 SH SOLE 0 0 0 6499