Bullock Wealth Management Group has filed its Form 13F-HR for the period ending June 30, 2024. The filing reports the firm held 569 separate equity securities and exchange-traded funds (ETFs) at the end of the second quarter.
The largest position disclosed in the portfolio is Microsoft Corporation, where the firm holds 5,070,001 shares. Other significant holdings include Enterprise Products Partners L.P. with 31,006 shares, and Automatic Data Processing Inc. with 562,173 shares.
The filing lists a diverse range of holdings across various sectors. Notable positions include shares of Amazon.com Inc., Costco Wholesale Corporation, Johnson & Johnson, and Coca-Cola Co. The portfolio also includes substantial allocations in exchange-traded funds, such as the Schwab U.S. Large-Cap ETF, the Schwab International Equity ETF, and the Vanguard Morningstar Total Stock Market ETF.
The filing was signed by Katrina Bullock, the firm's Chief Compliance Officer, and lists the firm's address in Bloomington, Indiana.
