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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179B
$944 Million 0.64% of portfolio
1,520
Q3 2024 Added 1.13%
$54.6B
$790 Million 0.54% of portfolio
4,166
Q2 2024 New
$171B
$693 Million 0.47% of portfolio
2,559
Q3 2024 Added 357.78%
$155B
$597 Million 0.41% of portfolio
2,889
Q3 2024 Reduced 1.1%
$153B
$559 Million 0.38% of portfolio
2,269
Q3 2024 Added 2.62%
$49.6B
$508 Million 0.35% of portfolio
2,840
Q2 2024 New
$52.9B
$327 Million 0.22% of portfolio
1,009
Q3 2024 Added 1.1%
$30.7B
$275 Million 0.19% of portfolio
1,728
Q3 2024 Reduced 0.4%
$137B
$238 Million 0.16% of portfolio
1,554
Q2 2024 New

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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