Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2023. The report lists 597 individual equity positions held by the firm.
The filing indicates that the firm’s portfolio is diversified across a wide range of sectors, including technology, healthcare, energy, and consumer staples. Major positions include Apple Inc., with 2,688,729 shares, and Amazon.com Inc., with 1,227,456 shares. Other notable holdings include Microsoft, Berkshire Hathaway, and Visa.
The report also includes a significant allocation to exchange-traded funds (ETFs). The firm holds shares in various ETFs, including the ARK Innovation ETF, the Amplify Blockchain Technology ETF, and the Fidelity High Dividend ETF.
The filing was signed by Katrina Bullock, the Chief Compliance Officer of Bullock Wealth Management Group, whose address is listed as Zionsville, Indiana.
