Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2022. The filing lists 566 distinct positions held by the firm.
The portfolio is diversified across various sectors, with technology and healthcare companies representing a significant portion of the holdings. Major positions include Apple Inc., with 1,908,254 shares; Microsoft Corp., with 1,915,566 shares; and Amazon.com Inc., with 694,428 shares. In the healthcare sector, Eli Lilly & Co. is held with 1,151,719 shares, while Johnson & Johnson is listed with 755,742 shares.
The filing also details several exchange-traded funds (ETFs) within the portfolio. Notable ETF holdings include the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and the SPDR S&P 500 ETF Trust. Additionally, the firm holds positions in various energy companies, including Exxon Mobil Corp. and Chevron Corporation.
The report was signed by Katrina Bullock, the Chief Compliance Officer of Bullock Wealth Management Group, confirming the accuracy of the information.
