Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on March 31, 2025. The filing lists 577 distinct securities held by the firm.
The report identifies Katrina Bullock as the Chief Compliance Officer responsible for the filing. The firm’s principal office is located at 121 E 6th St Suite 2 in Bloomington, Indiana.
The portfolio includes a mix of individual common stocks and exchange-traded funds. Notable positions include Apple Inc., which is held in the 13,103 share range, and Amazon.com Inc., held in the 9,369 share range. Other significant holdings include Microsoft, Berkshire Hathaway, and Visa. The filing also lists exposure to various ETFs, including the ARK Innovation ETF, the Dimensional Emerging Core Equity Market ETF, and several Fidelity MSCI Index ETFs.
