Tull Financial Group, Inc. Portfolio Holdings

Tull Financial Group, Inc.

  • $184 Million
  • Q2 2025

Tull Financial Group, Inc. has filed its 13F form on August 20, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $47.7M, J P Morgan ETF Tr U S Quality with a value of $35M, Ishares Tr with a value of $26.7M, Spdr S&P 500 ETF Trust with a value of $24.2M, and Vanguard Whitehall Fds Intl Hi with a value of $13.6M.

Examining the 13F form we can see an increase of $28.8M in the current position value, from $155M to 184M. Also it can be appreciated an additional of 8 stocks purchases and 1 closed positions.

Tull Financial Group, Inc. is based out at Chesapeake, VA

Below you can find more details about Tull Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $178 Million
Technology: $2.75 Million
Consumer Cyclical: $971,000
Industrials: $896,000
Financial Services: $731,000
Consumer Defensive: $287,000
Utilities: $277,000
Communication Services: $236,000
Other: $114,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.4B
$896,000 0.49% of portfolio
3,504
Q2 2025 Added 0.03%
$51B
$277,000 0.15% of portfolio
4,907
Q2 2025 New
$10.3B
$114,000 0.06% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $184 Million
  • Prior Value $155 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 20, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 19 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 5 stocks
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