UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
12-31-2024
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Fulcrum Equity Management
Address:
5465 LEGACY DRIVE
SUITE 650
PLANO, TX 75024
Form 13F File Number:
028-19437

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Craig A. Love
Title:
Managing Member
Phone:
214-317-4293


Signature, Place, and Date of Signing:

Craig Allen Love
                         [Signature]
Plano, TEXAS
                 [City, State]
03-24-2025
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
110
Form 13F Information table Value Total:
101083417
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y109652,2933,671SHSOLE0 0 0 3,671
ALPHABET INCCAP STK CL A02079K305541,5002,861SHSOLE0 0 0 2,861
ALPS ETF TRALERIAN ENERGY00162Q6761,324,51242,520SHSOLE0 0 0 42,520
AMAZON COM INCCOM023135106521,9292,379SHSOLE0 0 0 2,379
AMERICAN HEALTHCARE REIT INCCOM SHS398182303281,5009,905SHSOLE0 0 0 9,905
AMGEN INCCOM031162100236,332907SHSOLE0 0 0 907
APPLE INCCOM0378331001,379,7385,510SHSOLE0 0 0 5,510
BANCO SANTANDER S.A.ADR05964H10564,72514,194SHSOLE0 0 0 14,194
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,998,9654,410SHSOLE0 0 0 4,410
BLACKROCK ETF TRUSTISHARES US EQUIT09290C103679,31013,255SHSOLE0 0 0 13,255
BNY MELLON ETF TRUSTHIGH YIELD ETF09661T800521,03810,926SHSOLE0 0 0 10,926
BROADCOM INCCOM11135F101574,7852,479SHSOLE0 0 0 2,479
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR14020Y300374,75613,737SHSOLE0 0 0 13,737
CARNIVAL CORPUNIT 99/99/9999143658300279,27811,207SHSOLE0 0 0 11,207
CHEVRON CORP NEWCOM166764100268,0991,851SHSOLE0 0 0 1,851
COLGATE PALMOLIVE COCOM194162103263,9482,903SHSOLE0 0 0 2,903
COLUMBIA ETF TR IRESH ENHNC COR19761L706714,47720,638SHSOLE0 0 0 20,638
CONSTELLATION ENERGY CORPCOM21037T109223,7101,000SHSOLE0 0 0 1,000
COSTCO WHSL CORP NEWCOM22160K105432,514472SHSOLE0 0 0 472
DUKE ENERGY CORP NEWCOM NEW26441C204413,9723,842SHSOLE0 0 0 3,842
ELI LILLY & COCOM532457108254,760330SHSOLE0 0 0 330
ETF SER SOLUTIONSAPTUS COLLRD INV26922A2221,112,30327,642SHSOLE0 0 0 27,642
ETFIS SER TR IVIRTUS REAVES UT26923G8061,227,35419,253SHSOLE0 0 0 19,253
EXXON MOBIL CORPCOM30231G102421,1343,915SHSOLE0 0 0 3,915
FIDELITY COVINGTON TRUSTMSCI COMMNTN SVC3160928731,203,60820,504SHSOLE0 0 0 20,504
FIDELITY COVINGTON TRUSTHIGH DIVID ETF316092840223,3824,473SHSOLE0 0 0 4,473
FIRST TR EXCHANGE TRADED FDCLOUD COMPUTING33734X1921,252,66610,516SHSOLE0 0 0 10,516
FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY33738D1011,257,75535,281SHSOLE0 0 0 35,281
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX33733E3021,257,1895,170SHSOLE0 0 0 5,170
FRANKLIN TEMPLETON ETF TRSENIOR LOAN ETF35473P595328,59413,542SHSOLE0 0 0 13,542
GE VERNOVA INCCOM36828A101291,432886SHSOLE0 0 0 886
GENERAL DYNAMICS CORPCOM369550108213,609811SHSOLE0 0 0 811
GLOBAL X FDSGLB X MLP ENRG I37954Y2931,148,03118,957SHSOLE0 0 0 18,957
GOLDMAN SACHS GROUP INCCOM38141G104257,679450SHSOLE0 0 0 450
HUNTINGTON INGALLS INDS INCCOM446413106215,7991,142SHSOLE0 0 0 1,142
INGREDION INCCOM457187102327,8182,383SHSOLE0 0 0 2,383
INVESCO EXCH TRADED FD TR IIKBW PPTY CASUT46138E5861,805,08115,553SHSOLE0 0 0 15,553
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G6491,336,6966,352SHSOLE0 0 0 6,352
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM46138E339211,2072,223SHSOLE0 0 0 2,223
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL46138E362220,3904,562SHSOLE0 0 0 4,562
INVESCO EXCHANGE TRADED FD TS&P500 EQL UTL46137V274698,51010,627SHSOLE0 0 0 10,627
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357216,3271,235SHSOLE0 0 0 1,235
INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN46137V1001,213,79510,580SHSOLE0 0 0 10,580
INVESCO EXCHANGE TRADED FD TDORSEY WRGT TECH46137V8111,121,34215,454SHSOLE0 0 0 15,454
ISHARES INCMSCI WORLD ETF4642863927,182,85646,192SHSOLE0 0 0 46,192
ISHARES INCMSCI EMRG CHN46434G764275,7594,973SHSOLE0 0 0 4,973
ISHARES TRS&P 500 GRWT ETF464287309794,1967,822SHSOLE0 0 0 7,822
ISHARES TRRUSSELL 2000 ETF464287655235,8181,067SHSOLE0 0 0 1,067
ISHARES TRS&P 500 VAL ETF464287408385,4402,019SHSOLE0 0 0 2,019
ISHARES TREAFE VALUE ETF464288877550,81910,498SHSOLE0 0 0 10,498
ISHARES TRMBS ETF464288588315,9483,446SHSOLE0 0 0 3,446
ISHARES TR20 YR TR BD ETF464287432541,3586,199SHSOLE0 0 0 6,199
ISHARES TRCORE S&P500 ETF464287200202,349344SHSOLE0 0 0 344
ISHARES TREAFE GRWTH ETF464288885555,5665,738SHSOLE0 0 0 5,738
ISHARES TRUS TELECOM ETF464287713227,9218,495SHSOLE0 0 0 8,495
ISHARES TRCORE S&P TTL STK46428715010,354,27980,503SHSOLE0 0 0 80,503
ISHARES TRUS BR DEL SE ETF4642887941,180,7178,194SHSOLE0 0 0 8,194
ISHARES TRIBOXX HI YD ETF464288513711,7109,049SHSOLE0 0 0 9,049
ISHARES TRU.S. FINLS ETF4642877881,254,12411,341SHSOLE0 0 0 11,341
ISHARES TRMORNINGSTAR GRWT464287119848,6499,472SHSOLE0 0 0 9,472
ISHARES TRCORE TOTAL USD46434V613802,49117,754SHSOLE0 0 0 17,754
ISHARES TRU.S. TECH ETF4642877211,207,8297,572SHSOLE0 0 0 7,572
ISHARES TRMSCI USA QLT FCT46432F339681,6843,828SHSOLE0 0 0 3,828
JPMORGAN CHASE & CO.COM46625H100378,2621,578SHSOLE0 0 0 1,578
KIMBERLY-CLARK CORPCOM494368103223,8031,708SHSOLE0 0 0 1,708
LOCKHEED MARTIN CORPCOM539830109257,955531SHSOLE0 0 0 531
LOWES COS INCCOM548661107890,9013,610SHSOLE0 0 0 3,610
MANAGED PORTFOLIO SERIESKENSINGTON HEDGE56167N183542,37021,463SHSOLE0 0 0 21,463
META PLATFORMS INCCL A30303M102389,970666SHSOLE0 0 0 666
MICROSOFT CORPCOM594918104818,5991,942SHSOLE0 0 0 1,942
NEXSTAR MEDIA GROUP INCCOMMON STOCK65336K103268,6261,700SHSOLE0 0 0 1,700
NVIDIA CORPORATIONCOM67066G1041,304,5659,715SHSOLE0 0 0 9,715
ONEOK INC NEWCOM6826801034,729,81947,110SHSOLE0 0 0 47,110
PEPSICO INCCOM713448108262,1041,724SHSOLE0 0 0 1,724
PHILLIPS 66COM718546104260,8972,290SHSOLE0 0 0 2,290
PROCTER AND GAMBLE COCOM742718109401,1442,393SHSOLE0 0 0 2,393
PROSHARES TRPSHS ULT S&P 50074347R107320,3423,463SHSOLE0 0 0 3,463
ROYAL BK CDACOM780087102208,4821,730SHSOLE0 0 0 1,730
SCHWAB STRATEGIC TRUS AGGREGATE B808524839444,56919,585SHSOLE0 0 0 19,585
SCHWAB STRATEGIC TRUS SML CAP ETF8085246071,018,66039,391SHSOLE0 0 0 39,391
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300681,18024,441SHSOLE0 0 0 24,441
SCHWAB STRATEGIC TRUS BRD MKT ETF808524102733,30132,304SHSOLE0 0 0 32,304
SELECT SECTOR SPDR TRTECHNOLOGY81369Y8034,029,77917,331SHSOLE0 0 0 17,331
SELECT SECTOR SPDR TRENERGY81369Y506269,7433,149SHSOLE0 0 0 3,149
SELECT SECTOR SPDR TRCOMMUNICATION81369Y8521,923,32419,867SHSOLE0 0 0 19,867
SELECT SECTOR SPDR TRINDL81369Y7041,605,49612,185SHSOLE0 0 0 12,185
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209981,4247,134SHSOLE0 0 0 7,134
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8861,466,80919,379SHSOLE0 0 0 19,379
SELECT SECTOR SPDR TRFINANCIAL81369Y6052,281,99847,217SHSOLE0 0 0 47,217
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4071,860,9838,295SHSOLE0 0 0 8,295
SILA REALTY TRUST INCCOMMON STOCK146280508811,25533,358SHSOLE0 0 0 33,358
SPDR S&P 500 ETF TRTR UNIT78462F1031,452,0552,478SHSOLE0 0 0 2,478
SPDR SER TRS&P CAP MKTS78464A771821,0525,963SHSOLE0 0 0 5,963
SPDR SER TRPORTFOLIO S&P50078464A8541,778,60425,799SHSOLE0 0 0 25,799
SPDR SER TRS&P TELECOM78464A540885,4618,272SHSOLE0 0 0 8,272
STARBUCKS CORPCOM855244109333,9753,660SHSOLE0 0 0 3,660
TALEN ENERGY CORPCOM87422Q109235,7201,170SHSOLE0 0 0 1,170
TARGA RES CORPCOM87612G101319,7901,792SHSOLE0 0 0 1,792
TESLA INCCOM88160R101445,4361,103SHSOLE0 0 0 1,103
UNIVERSAL CORP VACOM913456109233,3574,255SHSOLE0 0 0 4,255
VALERO ENERGY CORPCOM91913Y100468,5343,822SHSOLE0 0 0 3,822
VANECK ETF TRUSTCLO ETF92189H748328,6726,228SHSOLE0 0 0 6,228
VANECK ETF TRUSTENERGY INCME ET92189H8701,254,44213,339SHSOLE0 0 0 13,339
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680636,4466,161SHSOLE0 0 0 6,161
VANGUARD WORLD FDCOMM SRVC ETF92204A8841,199,3427,740SHSOLE0 0 0 7,740
VANGUARD WORLD FDUTILITIES ETF92204A876692,5674,238SHSOLE0 0 0 4,238
VIPER ENERGY INCCL A927959106244,5434,984SHSOLE0 0 0 4,984
VISTRA CORPCOM92840M102910,2036,602SHSOLE0 0 0 6,602
WALMART INCCOM9311421031,384,94715,329SHSOLE0 0 0 15,329
WISDOMTREE TRUS HIGH DIVIDEND97717W208218,5562,341SHSOLE0 0 0 2,341