Bullock Wealth Management Group has filed its Form 13F-HR for the period ending December 31, 2024. The filing reveals the firm held equity securities in 602 different companies as of the close of the fourth quarter.
The firm is managed by Katrina Bullock, who serves as Chief Compliance Officer. The filing lists a total of 602 equity holdings, with Apple Inc. (AAPL) identified as the largest holding by share count, followed by Amazon.com Inc. (AMZN) and Berkshire Hathaway Inc. (BRK.B).
The portfolio includes a mix of large-cap technology names, such as Microsoft, Alphabet, and Nvidia, alongside holdings in consumer staples like Coca-Cola and Procter & Gamble. The list also features significant positions in financial services, including JPMorgan Chase, Bank of America, and Visa.
Notable positions include shares in Eli Lilly & Co., UnitedHealth Group, and Chevron Corporation. The filing also lists a variety of exchange-traded funds, including funds focused on energy, healthcare, and blockchain technology.
