Bullock Wealth Management Group has filed its Form 13F-HR for the period ending March 31, 2022. The filing discloses the firm's holdings in equity securities managed for its clients as of the end of the first quarter.
The report lists a total of 516 distinct equity positions held by the firm. The filing identifies Katrina Bullock as the Chief Compliance Officer responsible for the report.
The portfolio includes a mix of large-cap technology and healthcare companies, as well as various exchange-traded funds. Notable holdings include Apple Inc., which is listed with 2,635,566 shares, and Abbott Laboratories, with 1,087,298 shares. The portfolio also includes significant positions in BlackRock Inc., with 620,551 shares, and Visa Inc., with 1,082,546 shares.
In addition to individual stocks, the filing includes several exchange-traded funds. These include the First Trust NASDAQ Clean Edge Green Energy Index Fund, the Invesco QQQ Trust, and the iShares Core S&P 500 ETF.
