Portfolio (Quarterly)
Guide ↗
FULCRUM WEALTH ADVISORS, LLC
· CIK 0002108790| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RS | RELIANCE INC | Basic Materials | 8,754 | $2.5M | 2.08% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 12,836 | $2.5M | 2.06% | SOLD |
| 3 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 7,369 | $2.4M | 2.00% | SOLD |
| 4 | — | BLUE OWL CAPITAL CORPORATION | — | 47,450 | $590K | 0.48% | SOLD |
| 5 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4,479 | $367K | 0.30% | SOLD |
| 6 | CVX | CHEVRON CORP NEW | Energy | 2,298 | $350K | 0.29% | SOLD |
| 7 | POWL | POWELL INDS INC | Industrials | 810 | $258K | 0.21% | SOLD |
| 8 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 10,938 | $255K | 0.21% | SOLD |
| 9 | CRWV | COREWEAVE INC | Technology | 3,209 | $230K | 0.19% | SOLD |
| 10 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,695 | $216K | 0.18% | SOLD |
| 11 | GM | GENERAL MTRS CO | Consumer Cyclical | 2,550 | $207K | 0.17% | SOLD |
| 12 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 15,000 | $110K | 0.09% | SOLD |
| 13 | SLS CALL | SELLAS LIFE SCIENCES GROUP I | Healthcare | 12,500 | $47K | 0.04% | SOLD |
Sector Allocation
Technology
38.1%
Financial Services
25.6%
Healthcare
11.9%
Consumer Cyclical
7.8%
Industrials
7.3%
Communication Services
5.0%
Consumer Defensive
3.2%
Energy
0.5%
Real Estate
0.3%
Basic Materials
0.3%