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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$10.9 Billion 7.4% of portfolio
46,646
Q3 2024 Reduced 0.53%
$423B
$1.62 Billion 1.1% of portfolio
1,829
Q3 2024 Added 0.77%
$366B
$1.25 Billion 0.85% of portfolio
10,327
Q3 2024 Added 6.04%
$3.08T
$1.12 Billion 0.76% of portfolio
2,607
Q3 2024 Added 5.55%
$1.07T
$969 Million 0.66% of portfolio
3,704
Q3 2024 Added 3.03%
$304B
$487 Million 0.33% of portfolio
2,464
Q3 2024 Added 0.61%
$2.02T
$378 Million 0.26% of portfolio
2,029
Q3 2024 Added 46.5%
$407B
$345 Million 0.24% of portfolio
2,132
Q3 2024 Added 1.23%
$240B
$343 Million 0.23% of portfolio
4,244
Q3 2024 Added 5.28%
$713B
$327 Million 0.22% of portfolio
369
Q3 2024 Added 36.16%
$1.27T
$283 Million 0.19% of portfolio
495
Q3 2024 Added 4.21%
$219B
$209 Million 0.14% of portfolio
772
Q3 2024 Added 12.21%

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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