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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
LOW Lowes Companies Inc Consumer Cyclical	$168B	$693 Million 0.47% of portfolio	2,559	Q3 2024 Added 357.78%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$654 Million 0.45% of portfolio	17,451	Q3 2024 New
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$596 Million 0.41% of portfolio	14,429	Q3 2024 Added 27.66%
HON Honeywell International Inc Industrials	$148B	$597 Million 0.41% of portfolio	2,889	Q3 2024 Reduced 1.1%
First Tr Exchng Traded Fd Vi	-	$576 Million 0.39% of portfolio	-	Q3 2024 New
VGT Vanguard Information Technolog ETFs	$0	$562 Million 0.38% of portfolio	959	Q2 2024 New
UNP Union Pacific Corp Industrials	$148B	$559 Million 0.38% of portfolio	2,269	Q3 2024 Added 2.62%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$544 Million 0.37% of portfolio	14,944	Q3 2024 New
WCN Waste Connections, Inc. Industrials	$47.3B	$508 Million 0.35% of portfolio	2,840	Q2 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$496 Million 0.34% of portfolio	6,920	Q3 2024 Reduced 4.13%
ABBV Abb Vie Inc. Healthcare	$353B	$487 Million 0.33% of portfolio	2,464	Q3 2024 Added 0.61%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$490 Million 0.33% of portfolio	854	Q3 2024 Reduced 1.27%
BAPR Innovator U.S. Equity Buffer E ETFs	$0	$475 Million 0.32% of portfolio	10,947	Q3 2024 Reduced 2.09%
First Tr Exchng Traded Fd Vi	-	$441 Million 0.3% of portfolio	-	Q3 2024 Added 30.3%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$443 Million 0.3% of portfolio	9,248	Q3 2024 New
BJUN Innovator U.S. Equity Buffer E ETFs	$0	$406 Million 0.28% of portfolio	9,977	Q3 2024 Reduced 8.51%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$415 Million 0.28% of portfolio	8,403	Q3 2024 Added 840.99%
Innovator Etfs Trust	-	$391 Million 0.27% of portfolio	-	Q3 2024 Reduced 40.82%
AMZN Amazon Com Inc Consumer Cyclical	$2.12T	$378 Million 0.26% of portfolio	2,029	Q3 2024 Added 46.5%
SPYG Spdr Portfolio ETFs	$0	$361 Million 0.25% of portfolio	4,358	Q3 2024 Reduced 52.75%
BAUG Innovator U.S. Equity Buffer E	-	$352 Million 0.24% of portfolio	-	Q3 2024 Added 328.97%
JNJ Johnson & Johnson Healthcare	$406B	$345 Million 0.24% of portfolio	2,132	Q3 2024 Added 1.23%
WMT Walmart Inc. Consumer Defensive	$230B	$343 Million 0.23% of portfolio	4,244	Q3 2024 Added 5.28%
CMI Cummins Inc Industrials	$50.3B	$327 Million 0.22% of portfolio	1,009	Q3 2024 Added 1.1%
BSEP Innovator U.S. Equity Buffer E ETFs	$0	$330 Million 0.22% of portfolio	7,833	Q3 2024 Added 423.6%
LLY Eli Lilly & CO Healthcare	$790B	$327 Million 0.22% of portfolio	369	Q3 2024 Added 36.16%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$307 Million 0.21% of portfolio	5,814	Q3 2024 Reduced 48.56%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$312 Million 0.21% of portfolio	15,933	Q3 2024 Reduced 1.69%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$310 Million 0.21% of portfolio	15,023	Q3 2024 Reduced 1.63%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$315 Million 0.21% of portfolio	15,317	Q3 2024 Reduced 1.76%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$313 Million 0.21% of portfolio	15,889	Q3 2024 Reduced 1.71%
AVEM American Centy ETF Tr Avantis ETFs	$0	$297 Million 0.2% of portfolio	4,605	Q3 2024 New
FJUN First Tr Ex Trd Viii Cboe Vest Technology	$0	$292 Million 0.2% of portfolio	5,785	Q3 2024 Added 763.43%
META Meta Platforms, Inc. Communication Services	$1.33T	$283 Million 0.19% of portfolio	495	Q3 2024 Added 4.21%
KEYS Keysight Technologies, Inc. Technology	$29.6B	$275 Million 0.19% of portfolio	1,728	Q3 2024 Reduced 0.4%
BJUL Innovator U.S. Equity Buffer E ETFs	$0	$268 Million 0.18% of portfolio	6,131	Q3 2024 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$260 Million 0.18% of portfolio	4,180	Q2 2024 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$259 Million 0.18% of portfolio	2,211	Q2 2024 New
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$268 Million 0.18% of portfolio	5,751	Q3 2024 Reduced 43.71%
Northern Lts Fd Tr Iv	-	$261 Million 0.18% of portfolio	-	Q3 2024 Reduced 7.12%
Northern Lts Fd Tr Iv	-	$266 Million 0.18% of portfolio	-	Q3 2024 Reduced 7.24%
FFEB Ft Tr ETF Viii Ft Cboe Vest Us	-	$270 Million 0.18% of portfolio	-	Q3 2024 Added 171.03%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$257 Million 0.18% of portfolio	12,240	Q3 2024 Reduced 43.76%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$267 Million 0.18% of portfolio	10,662	Q3 2024 Reduced 46.61%
VFH Vanguard Financial ETF ETFs	$0	$248 Million 0.17% of portfolio	2,254	Q2 2024 New
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$252 Million 0.17% of portfolio	3,281	Q3 2024 Reduced 3.61%
XMLV Invesco ETF Tr Ii S&P Midcap L ETFs	$0	$252 Million 0.17% of portfolio	4,124	Q3 2024 Reduced 3.73%
BX Blackstone Inc. Financial Services	$126B	$238 Million 0.16% of portfolio	1,554	Q2 2024 New
XLI Industrial Sector Spdr ETFs	$0	$233 Million 0.16% of portfolio	1,718	Q3 2024 New
BSCO Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$235 Million 0.16% of portfolio	11,115	Q3 2024 Reduced 1.59%

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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