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 $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

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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