Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

$158 Billion
Q1 2025

Chris Bulman Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 121 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 $10.6B, Apple Inc. with a value of $10.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.47B, Invesco Qqq Trust, Series 1 with a value of $6.95B, and Vanguard Dividend Appreciation with a value of $5.86B.

Examining the 13F form we can see an increase of $1.69B in the current position value, from $157B to 158B.

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 $158 Billion

ETFs: $109 Billion

Technology: $13.8 Billion

Consumer Defensive: $2.37 Billion

Consumer Cyclical: $2.05 Billion

Industrials: $1.88 Billion

Financial Services: $1.73 Billion

Healthcare: $1.37 Billion

Communication Services: $568 Million

Other: $274 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$10.6 Billion 6.71% of portfolio	287,148	Q1 2025 Reduced 4.18%
AAPL Apple Inc. Technology	$3.36T	$10.5 Billion 6.64% of portfolio	47,341	Q1 2025 Added 1.03%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.47 Billion 5.35% of portfolio	285,323	Q1 2025 Reduced 1.17%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$6.95 Billion 4.39% of portfolio	14,830	Q1 2025 Added 20.36%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.86 Billion 3.7% of portfolio	30,187	Q1 2025 Reduced 4.2%
VTV Vanguard Value ETF ETFs	$0	$5.75 Billion 3.63% of portfolio	33,270	Q1 2025 Reduced 4.08%
VUG Vanguard Growth ETF ETFs	$0	$5.38 Billion 3.4% of portfolio	14,513	Q1 2025 Reduced 4.26%
IWM Ishares Russell 2000 ETF ETFs	$0	$4.77 Billion 3.01% of portfolio	23,891	Q1 2025 Reduced 3.02%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.72 Billion 2.98% of portfolio	9,193	Q1 2025 Added 54.95%
VB Vanguard Small Cap ETF ETFs	$0	$3.74 Billion 2.36% of portfolio	16,847	Q1 2025 Reduced 3.24%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.36 Billion 2.12% of portfolio	120,185	Q1 2025 Added 66.25%
XSEP Frst Tr Ex Trd Viii Cboe Vest	-	$2.87 Billion 1.81% of portfolio	-	Q1 2025 Reduced 3.92%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.84 Billion 1.79% of portfolio	27,805	Q1 2025 Reduced 3.67%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.67 Billion 1.68% of portfolio	26,943	Q1 2025 Reduced 8.35%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$2.62 Billion 1.66% of portfolio	29,818	Q1 2025 Reduced 6.46%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$2.6 Billion 1.64% of portfolio	72,650	Q1 2025 Added 85.8%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.41 Billion 1.52% of portfolio	41,203	Q1 2025 Added 66.6%
YSEP First Tr ETF Fd Viii Cboe Vest ETFs	$0	$2.14 Billion 1.35% of portfolio	94,113	Q1 2025 Reduced 4.28%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.11 Billion 1.33% of portfolio	41,579	Q1 2025 Reduced 3.1%
BALT Innovator Etfs Tr	$0	$2.05 Billion 1.3% of portfolio	65,382	Q1 2025 Reduced 2.34%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$2 Billion 1.26% of portfolio	51,504	Q1 2025 Reduced 0.3%
PDEC Innovator U.S. Equity Power Bu	-	$1.94 Billion 1.23% of portfolio	-	Q1 2025 Reduced 4.94%
PSEP Innovator U.S. Equity Power Bu	-	$1.92 Billion 1.22% of portfolio	-	Q1 2025 Reduced 12.69%
Innovator Etfs Trust	-	$1.92 Billion 1.21% of portfolio	-	Q1 2025 Reduced 2.84%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$1.86 Billion 1.17% of portfolio	55,498	Q1 2025 Added 68.57%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$1.84 Billion 1.16% of portfolio	48,700	Q1 2025 Reduced 13.71%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$1.84 Billion 1.16% of portfolio	51,389	Q1 2025 Reduced 4.76%
COST Costco Wholesale Corp Consumer Defensive	$432B	$1.77 Billion 1.12% of portfolio	1,873	Q1 2025 Added 0.75%
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.69 Billion 1.07% of portfolio	33,356	Q1 2025 Reduced 8.19%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$1.49 Billion 0.94% of portfolio	19,458	Q1 2025 Added 33.47%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$1.29 Billion 0.82% of portfolio	35,230	Q1 2025 Reduced 13.13%
PMAR Innovator U.S. Equity Power Bu ETFs	$0	$1.2 Billion 0.76% of portfolio	30,121	Q1 2025 Added 38.08%
IAPR Innovator Etfs Tr Internationa ETFs	$0	$1.17 Billion 0.74% of portfolio	42,596	Q1 2025 Reduced 2.54%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.18 Billion 0.74% of portfolio	29,297	Q1 2025 Reduced 1.23%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$1.17 Billion 0.74% of portfolio	27,129	Q1 2025 New
Innovator Etfs Trust	-	$1.16 Billion 0.73% of portfolio	-	Q1 2025 New
KJUL Innovator U.S. Small Cap Power Technology	$0	$1.15 Billion 0.73% of portfolio	41,134	Q1 2025 Reduced 2.98%
IJAN Innovator Etfs Tr Intl Dev Pwr	-	$1.16 Billion 0.73% of portfolio	-	Q1 2025 Reduced 2.89%
AVEM American Centy ETF Tr Avantis ETFs	$0	$1.12 Billion 0.71% of portfolio	18,633	Q1 2025 Added 71.34%
First Tr Exchng Traded Fd Vi	-	$1.11 Billion 0.7% of portfolio	-	Q1 2025 Reduced 3.32%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$1.11 Billion 0.7% of portfolio	24,389	Q1 2025 Reduced 8.38%
NVDA Nvidia Corp Technology	$277B	$1.1 Billion 0.7% of portfolio	10,172	Q1 2025 Added 0.41%
PNOV Innovator U.S. Equity Power Bu	-	$1.03 Billion 0.65% of portfolio	-	Q1 2025 Reduced 2.06%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$1.03 Billion 0.65% of portfolio	24,809	Q1 2025 Added 71.64%
MSFT Microsoft Corp Technology	$2.92T	$1.01 Billion 0.64% of portfolio	2,695	Q1 2025 Added 5.11%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$996 Million 0.63% of portfolio	21,212	Q1 2025 Added 44.09%
BMAR Innovator U.S. Equity Buffer E ETFs	$0	$969 Million 0.61% of portfolio	21,270	Q1 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$900B	$972 Million 0.61% of portfolio	3,750	Q1 2025 Added 1.35%
INTU Intuit Inc Technology	$176B	$935 Million 0.59% of portfolio	1,523	Q1 2025 Added 1.2%
NJUL Innovator Growth 100 Power Buf Technology	$0	$906 Million 0.57% of portfolio	15,097	Q1 2025 Reduced 5.08%

Summary

Portfolio
No. of Stocks 121
Current Value $158 Billion
Prior Value $157 Billion
Filing
Period Q1 2025
Filing Date April 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 13 stocks
Additional Purchases 41 stocks
Sold out of 0 stocks
Reduced holdings in 53 stocks

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