Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

  • $147 Billion
  • Q3 2024

Chris Bulman Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $11.7B, Apple Inc. with a value of $10.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.61B, Vanguard Dividend Appreciation with a value of $7.23B, and Invesco Qqq Trust, Series 1 with a value of $5.77B.

Examining the 13F form we can see an increase of $676M in the current position value, from $146B to 147B.

Chris Bulman Inc is based out at Roseville, CA

Below you can find more details about Chris Bulman Inc portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $101 Billion
Technology: $14.5 Billion
Consumer Cyclical: $2.04 Billion
Industrials: $1.99 Billion
Consumer Defensive: $1.96 Billion
Financial Services: $1.24 Billion
Healthcare: $1.16 Billion
Communication Services: $283 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Billion 8.0% of portfolio
318,565
Q3 2024 Reduced 4.72%
$0
$8.61 Billion 5.86% of portfolio
288,220
Q3 2024 Reduced 11.81%
$0
$7.23 Billion 4.92% of portfolio
36,491
Q3 2024 Reduced 5.4%
$0
$5.77 Billion 3.93% of portfolio
11,831
Q3 2024 Added 25.17%
$0
$5.71 Billion 3.88% of portfolio
14,864
Q3 2024 Added 9.45%
$0
$5.66 Billion 3.86% of portfolio
32,448
Q3 2024 Added 10.31%
$0
$5.21 Billion 3.54% of portfolio
51,411
Q3 2024 Added 8.91%
$0
$4.44 Billion 3.02% of portfolio
18,720
Q3 2024 Reduced 14.99%
$0
$3.8 Billion 2.58% of portfolio
39,158
Q3 2024 Added 7.41%
$0
$2.96 Billion 2.01% of portfolio
27,688
Q3 2024 Added 13.32%
$0
$2.54 Billion 1.73% of portfolio
111,117
Q3 2024 Reduced 16.37%
$0
$2.5 Billion 1.7% of portfolio
47,417
Q3 2024 Added 6.29%
$0
$2.18 Billion 1.48% of portfolio
70,608
Q3 2024 Added 7.13%
$0
$2.11 Billion 1.44% of portfolio
55,747
Q3 2024 Added 78.09%
$0
$2 Billion 1.36% of portfolio
39,260
Q3 2024 Reduced 4.12%
$0
$1.97 Billion 1.34% of portfolio
38,971
Q3 2024 Added 13.41%
$0
$1.76 Billion 1.2% of portfolio
3,329
Q3 2024 Added 162.95%
$0
$1.63 Billion 1.11% of portfolio
41,976
Q3 2024 Reduced 13.11%
$0
$1.56 Billion 1.06% of portfolio
43,284
Q3 2024 Reduced 16.54%
$0
$1.53 Billion 1.04% of portfolio
37,702
Q3 2024 Added 34.03%
$0
$1.26 Billion 0.86% of portfolio
44,214
Q3 2024 Reduced 3.49%
$0
$1.26 Billion 0.86% of portfolio
43,361
Q3 2024 Reduced 3.06%
$0
$1.17 Billion 0.8% of portfolio
24,991
Q3 2024 Added 13.11%
$0
$993 Million 0.68% of portfolio
16,327
Q3 2024 Reduced 5.5%
$0
$947 Million 0.64% of portfolio
14,030
Q3 2024 Reduced 49.78%
$0
$941 Million 0.64% of portfolio
10,301
Q3 2024 Reduced 6.81%
$0
$856 Million 0.58% of portfolio
21,803
Q3 2024 Reduced 25.51%
$0
$787 Million 0.54% of portfolio
9,316
Q3 2024 New
$0
$798 Million 0.54% of portfolio
13,478
Q3 2024 New
$0
$779 Million 0.53% of portfolio
21,679
Q3 2024 Reduced 10.27%
$0
$758 Million 0.52% of portfolio
1,314
Q3 2024 Added 4.12%
$0
$716 Million 0.49% of portfolio
9,140
Q3 2024 New
$0
$654 Million 0.45% of portfolio
17,451
Q3 2024 New
$0
$596 Million 0.41% of portfolio
14,429
Q3 2024 Added 27.66%
$0
$562 Million 0.38% of portfolio
959
Q2 2024 New
$0
$544 Million 0.37% of portfolio
14,944
Q3 2024 New
$0
$496 Million 0.34% of portfolio
6,920
Q3 2024 Reduced 4.13%
$0
$490 Million 0.33% of portfolio
854
Q3 2024 Reduced 1.27%
$0
$475 Million 0.32% of portfolio
10,947
Q3 2024 Reduced 2.09%
$0
$443 Million 0.3% of portfolio
9,248
Q3 2024 New
$0
$406 Million 0.28% of portfolio
9,977
Q3 2024 Reduced 8.51%
$0
$415 Million 0.28% of portfolio
8,403
Q3 2024 Added 840.99%
$0
$361 Million 0.25% of portfolio
4,358
Q3 2024 Reduced 52.75%
$0
$330 Million 0.22% of portfolio
7,833
Q3 2024 Added 423.6%
$0
$307 Million 0.21% of portfolio
5,814
Q3 2024 Reduced 48.56%
$0
$312 Million 0.21% of portfolio
15,933
Q3 2024 Reduced 1.69%
$0
$310 Million 0.21% of portfolio
15,023
Q3 2024 Reduced 1.63%
$0
$315 Million 0.21% of portfolio
15,317
Q3 2024 Reduced 1.76%
$0
$313 Million 0.21% of portfolio
15,889
Q3 2024 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $147 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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