Bullock Wealth Management Group filed a Form 13F-HR with the Securities and Exchange Commission on March 31, 2023, disclosing equity holdings held as of the end of the first quarter of 2023. The filing lists 576 distinct equity positions held by the firm.
The filing identifies Katrina Bullock as the Chief Compliance Officer and the authorized signatory for the report. The firm’s address is listed as 121 E 6TH ST SUITE 2, Bloomington, IN 47408.
The portfolio includes a mix of large-cap technology, healthcare, and energy companies. Notable holdings include Apple Inc., with 2,413,901 shares; Berkshire Hathaway Inc. Class B, with 134,054 shares; and Eli Lilly & Co., with 1,066,052 shares. The filing also lists significant positions in Visa Inc., with 1,111,360 shares, and Microsoft Corp., with 1,011,354 shares.
Other disclosed positions include:
- AbbVie Inc. (333,732 shares)
- Amazon.com Inc. (878,985 shares)
- Alphabet Inc. Class A (636,387 shares)
- Costco Wholesale Corporation (1,061,840 shares)
- Exxon Mobil Corporation (1,192,119 shares)
- Johnson & Johnson (1,011,354 shares)
- UnitedHealth Group Inc. (1,011,354 shares)
- McDonald's Corporation (1,011,354 shares)
- Visa Inc. (1,111,360 shares)
- Procter & Gamble Co. (1,011,354 shares)
The filing indicates that all transactions were executed in the ordinary course of business and were not made in connection with any plan or scheme to manipulate the market price of any security.
