Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

  • $157 Billion
  • Q4 2024

Chris Bulman Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.7B, Innovator U.S. Equity Power Bu with a value of $11.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.8B, Invesco Qqq Trust, Series 1 with a value of $6.3B, and Vanguard Growth ETF with a value of $6.22B.

Examining the 13F form we can see an increase of $9.78B in the current position value, from $147B to 157B.

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 $157 Billion
ETFs: $106 Billion
Technology: $15.4 Billion
Consumer Cyclical: $2.32 Billion
Consumer Defensive: $2.07 Billion
Industrials: $1.82 Billion
Financial Services: $1.77 Billion
Healthcare: $1.03 Billion
Communication Services: $503 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Northern Lts Fd Tr Iv
-
$698 Million 0.45% of portfolio
-
Q4 2024 Reduced 0.01%
$0
$677 Million 0.43% of portfolio
14,721
Q4 2024 Added 59.18%
$136B
$668 Million 0.43% of portfolio
2,959
Q4 2024 Added 2.42%
$0
$639 Million 0.41% of portfolio
10,875
Q4 2024 Added 136.16%
$0
$611 Million 0.39% of portfolio
14,454
Q4 2024 Added 0.17%
First Tr Exchng Traded Fd Vi
-
$609 Million 0.39% of portfolio
-
Q4 2024 Added 3.64%
$0
$618 Million 0.39% of portfolio
994
Q4 2024 Added 3.65%
Blackrock ETF Trust Ii
-
$573 Million 0.37% of portfolio
-
Q4 2024 New
$0
$586 Million 0.37% of portfolio
12,031
Q4 2024 Added 43.18%
$0
$526 Million 0.34% of portfolio
897
Q4 2024 Added 5.04%
$0
$514 Million 0.33% of portfolio
13,995
Q4 2024 Reduced 35.44%
$0
$506 Million 0.32% of portfolio
9,588
Q4 2024 New
$48.6B
$487 Million 0.31% of portfolio
2,840
Q2 2024 New
$0
$473 Million 0.3% of portfolio
6,753
Q4 2024 Reduced 2.41%
$2.33T
$437 Million 0.28% of portfolio
1,993
Q4 2024 Reduced 1.77%
$341B
$441 Million 0.28% of portfolio
2,483
Q4 2024 Added 0.77%
$156B
$385 Million 0.25% of portfolio
1,559
Q4 2024 Reduced 39.08%
$282B
$369 Million 0.24% of portfolio
4,085
Q4 2024 Reduced 3.75%
$0
$362 Million 0.23% of portfolio
9,208
Q4 2024 New
$0
$356 Million 0.23% of portfolio
10,702
Q4 2024 Added 58.06%
-
$359 Million 0.23% of portfolio
-
Q4 2024 Added 0.11%
$0
$361 Million 0.23% of portfolio
4,109
Q4 2024 Reduced 5.71%
$52.7B
$349 Million 0.22% of portfolio
1,000
Q4 2024 Reduced 0.89%
$0
$352 Million 0.22% of portfolio
11,418
Q4 2024 Added 58.83%
$408B
$322 Million 0.21% of portfolio
2,224
Q4 2024 Added 4.32%
Invesco Actively Managed Exc
-
$333 Million 0.21% of portfolio
-
Q4 2024 New
$0
$336 Million 0.21% of portfolio
7,838
Q4 2024 Added 0.06%
$117B
$315 Million 0.2% of portfolio
1,829
Q4 2024 Added 17.7%
$153B
$317 Million 0.2% of portfolio
1,390
Q4 2024 Reduced 38.74%
Innovator Etfs Trust
-
$310 Million 0.2% of portfolio
-
Q4 2024 Added 36.51%
First Tr Exchng Traded Fd Vi
-
$314 Million 0.2% of portfolio
-
Q4 2024 Added 29.11%
$0
$311 Million 0.2% of portfolio
15,059
Q4 2024 Added 0.24%
$0
$310 Million 0.2% of portfolio
15,969
Q4 2024 Added 0.23%
$0
$311 Million 0.2% of portfolio
15,940
Q4 2024 Added 0.32%
$0
$309 Million 0.2% of portfolio
15,342
Q4 2024 Added 0.16%
$0
$317 Million 0.2% of portfolio
12,878
Q4 2024 Added 57.7%
$0
$296 Million 0.19% of portfolio
5,763
Q4 2024 Reduced 0.38%
-
$294 Million 0.19% of portfolio
-
Q4 2024 Added 28.68%
$0
$292 Million 0.19% of portfolio
5,700
Q4 2024 Reduced 1.96%
Innovator Etfs Trust
-
$291 Million 0.19% of portfolio
-
Q4 2024 New
$0
$278 Million 0.18% of portfolio
13,197
Q4 2024 Added 7.82%
$32.8B
$276 Million 0.18% of portfolio
1,721
Q4 2024 Reduced 0.41%
$0
$277 Million 0.18% of portfolio
6,409
Q4 2024 New
$0
$283 Million 0.18% of portfolio
6,400
Q4 2024 Added 11.28%
$0
$287 Million 0.18% of portfolio
11,259
Q4 2024 Added 5.6%
$1.66T
$290 Million 0.18% of portfolio
495
Q3 2024 Added 4.21%
Series Portfolios Tr
-
$266 Million 0.17% of portfolio
-
Q4 2024 New
Northern Lts Fd Tr Iv
-
$264 Million 0.17% of portfolio
-
Q4 2024 Reduced 0.83%
Northern Lts Fd Tr Iv
-
$262 Million 0.17% of portfolio
-
Q4 2024 Reduced 0.87%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $157 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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