Bullock Wealth Management Group has filed a Form 13F-HR report disclosing its equity holdings as of December 31, 2023. The filing lists 594 separate positions held by the firm, managed by CCO Katrina Bullock, with a total value of approximately $1,332,976,215.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, and energy. Major holdings include Apple Inc., which accounts for 3,257,931 shares valued at $169,221,000; Microsoft Corporation, with 1,082,078 shares valued at $969,000; and Amazon.com Inc., with 1,591,170 shares valued at $104,720,000. Other significant positions include Berkshire Hathaway Inc. Class B (140,524 shares, $394,000), Visa Inc. (1,064,622 shares, $568,000), and Eli Lilly & Co. (1,610,145 shares, $2,762,000).
The filing also includes a substantial allocation to exchange-traded funds (ETFs), such as the Fidelity MSCI Utilities Index ETF, which holds 44,741 shares valued at $1,094,000, and the Grayscale Bitcoin Trust ETF, with 5,331 shares valued at $154,000.
The report lists the firm's address as 121 E 6th St Suite 2, Bloomington, IN 47408.
