Bullock Wealth Management Group filed a Form 13F-HR with the Securities and Exchange Commission on June 30, 2022, reporting its equity holdings as of the end of the second quarter of 2022. The filing lists the firm's principal executive officer as Katrina Bullock, who is also the Chief Compliance Officer, and provides the firm's address in Bloomington, Indiana.
The report details a portfolio of 569 individual securities. The largest position disclosed in the filing is Apple Inc., for which the firm reported holding 2,089,620 shares. Other notable positions include Amazon.com Inc. with 954,048 shares, and American Tower Corporation with 1,156,626 shares. The filing also includes a significant number of exchange-traded funds (ETFs), such as the ARK Innovation ETF, the Invesco QQQ Trust, and various Fidelity MSCI index ETFs.
The holdings span a wide range of sectors, including technology, healthcare, finance, and energy. Specific individual stock holdings mentioned in the filing include Microsoft Corporation, Berkshire Hathaway Inc., Visa Inc., and Eli Lilly & Co. The report indicates that all positions are held in a Sole voting capacity.
