Bullock Wealth Management Group has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2023. The report lists 593 total positions held by the firm.
The filing identifies Katrina Bullock as the Chief Compliance Officer and the person responsible for the report. The firm's address is listed as 121 E 6TH ST SUITE 2, Bloomington, IN 47408.
The portfolio contains a mix of large-cap technology, healthcare, and energy companies. Apple Inc. is the largest holding, with 1,519,500 shares. Other notable positions include Microsoft (1,413,269 shares), Amazon.com Inc. (9,220 shares), and Berkshire Hathaway Inc. (407 shares).
The report also lists several exchange-traded funds, including the Amplify Blockchain Technology ETF, the ARK Innovation ETF, and various Fidelity MSCI Index ETFs.
