Bullock Wealth Management Group has filed a Form 13F-HR report disclosing its equity holdings as of June 30, 2025. The filing lists 591 distinct positions held by the firm, managed under the direction of Katrina Bullock, the firm's Chief Compliance Officer.
The firm's principal office is located at 121 E 6th St Suite 2 in Bloomington, Indiana. The report indicates that the firm holds no voting or dispositive power over the securities listed.
The portfolio includes a mix of large-cap technology stocks, healthcare companies, and financial institutions. Notable positions include Apple Inc., with 1,283,800 shares; Microsoft Corp., with 1,098,000 shares; and Amazon.com Inc., with 2,099,661 shares. In the healthcare sector, Eli Lilly & Co. is held with 2,324,818 shares, while AbbVie Inc. is held with 295,342 shares.
The filing also includes exposure to exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include the Amplify Blockchain Technology ETF, with 1,753 shares, and the Grayscale Bitcoin Mini Trust ETF, with 2,520 shares. The firm also holds shares in various REITs, including American Tower Corporation and Crown Castle Inc.
