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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$946 Million 0.6% of portfolio
1,505
Q4 2024 Reduced 0.99%
$51.2B
$803 Million 0.51% of portfolio
4,166
Q2 2024 New
$138B
$668 Million 0.43% of portfolio
2,959
Q4 2024 Added 2.42%
$48.9B
$487 Million 0.31% of portfolio
2,840
Q2 2024 New
$155B
$385 Million 0.25% of portfolio
1,559
Q4 2024 Reduced 39.08%
$51.4B
$349 Million 0.22% of portfolio
1,000
Q4 2024 Reduced 0.89%
$114B
$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%
$31.8B
$276 Million 0.18% of portfolio
1,721
Q4 2024 Reduced 0.41%

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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