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Bullock Wealth Management Group

Latest statistics and disclosures from Bullock Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are PTLC, NVDA, PTNQ, PTIN, PTMC, and represent 27.69% of Bullock Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: DUSB, GOOGL, IBDX, META, IBDU, IBDV, IBDW, IBDT, IBDS, WMT.
Started 54 new stock positions in VUG, CRWD, ILCG, SLQD, CMPS, GPN, VGSH, ENS, QUBT, PMAR.
Reduced shares in these 10 stocks: PTLC, PAYX, SPGI, GOOG, NOW, PG, PTMC, TMUS, PTIN, PEP.
Sold out of its positions in AGNC, BRBR, BRZE, CPT, CNXC, STZ, CUBE, DT, EXC, FIG.
Bullock Wealth Management Group was a net seller of stock by $-1.8M.
Bullock Wealth Management Group has $199M in assets under management (AUM), dropping by -2.54%.
Central Index Key (CIK): 0002067581

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Portfolio Holdings for Bullock Wealth Management Group

Bullock Wealth Management Group holds 620 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Bullock Wealth Management Group has 620 total positions. Only the first 250 positions are shown.

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Download the Bullock Wealth Management Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	13.2	$26M	-4%	498k	52.63	View chart
Nvidia Corporation Stock (NVDA)	5.4	$11M		61k	175.75	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	3.4	$6.7M		91k	73.41	View chart
Pacer Trendpilot International Etf Etf (PTIN)	3.3	$6.6M	-3%	200k	33.14	View chart
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)	2.5	$4.9M	-4%	133k	36.89	View chart
Microsoft Corp Stock (MSFT)	2.0	$4.1M		11k	369.36	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$3.5M	-4%	56k	62.33	View chart
Apple Stock (AAPL)	1.6	$3.2M		13k	255.64	View chart
Eli Lilly & Co Stock (LLY)	1.5	$3.0M	-3%	3.1k	954.52	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	1.5	$2.9M	-3%	64k	45.89	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	1.4	$2.8M	+40%	56k	50.70	View chart
Caterpillar Stock (CAT)	1.2	$2.3M	-4%	3.2k	730.31	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.1	$2.3M	-8%	21k	111.24	View chart
Broadcom Stock (AVGO)	1.1	$2.2M	-4%	7.2k	313.50	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$2.2M	+6%	7.5k	295.40	View chart
Amazon Stock (AMZN)	1.0	$2.1M	+8%	9.9k	210.57	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.0	$1.9M		56k	34.13	View chart
Costco Wholesale Corporation Stock (COST)	0.9	$1.8M	-9%	1.8k	996.49	View chart
Stryker Corporation Stock (SYK)	0.9	$1.8M	-6%	5.3k	329.43	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.9	$1.7M	-9%	16k	109.80	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.8	$1.7M	-8%	37k	46.11	View chart
Aflac Stock (AFL)	0.8	$1.6M	-8%	14k	109.64	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.8	$1.5M		52k	29.41	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$1.5M	+41%	4.9k	297.37	View chart
Exxonmobil Holdings Corp Stock	0.7	$1.5M	-2%	9.1k	160.78	View chart
Applied Matls Stock (AMAT)	0.7	$1.4M	-12%	4.0k	353.83	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$1.4M	-2%	9.4k	146.49	View chart
Lowes Cos Stock (LOW)	0.7	$1.4M	-5%	5.8k	235.98	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.7	$1.4M		19k	71.52	View chart
Walmart Stock (WMT)	0.7	$1.3M	+15%	11k	124.74	View chart
Netflix Stock (NFLX)	0.7	$1.3M		14k	95.55	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.6	$1.3M	-7%	26k	49.44	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.6	$1.3M	+23%	53k	24.15	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.6	$1.3M	+24%	55k	23.18	View chart
L3harris Technologies Stock (LHX)	0.6	$1.3M	-5%	3.6k	353.90	View chart
Travelers Companies Stock (TRV)	0.6	$1.2M	-3%	4.3k	290.53	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.6	$1.2M	+25%	49k	25.25	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.6	$1.2M	+26%	55k	21.82	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$1.2M	-28%	4.1k	294.90	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.2M	-8%	4.0k	298.53	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.6	$1.2M	+27%	56k	20.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.2M	+8%	2.0k	584.41	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$1.1M	+8%	1.7k	655.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$1.1M	+3%	9.1k	124.92	View chart
Linde Stock (LIN)	0.6	$1.1M	-2%	2.3k	493.79	View chart
Chevron Corporation Stock (CVX)	0.6	$1.1M		5.6k	197.42	View chart
Mcdonalds Corp Stock (MCD)	0.6	$1.1M		3.6k	307.28	View chart
Northrop Grumman Corp Stock (NOC)	0.5	$1.1M	-2%	1.5k	696.98	View chart
Cardinal Health Stock (CAH)	0.5	$1.0M	-2%	4.9k	212.02	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$1.0M	-12%	41k	25.14	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$990k	+7%	4.1k	240.55	View chart
Blackrock Stock (BLK)	0.5	$956k	-2%	999.00	957.04	View chart
Broadridge Finl Solutions Stock (BR)	0.5	$954k		6.0k	159.98	View chart
Home Depot Stock (HD)	0.5	$930k	-4%	2.8k	329.60	View chart
Ge Aerospace Stock (GE)	0.5	$911k	-6%	3.1k	292.69	View chart
General Dynamics Corp Stock (GD)	0.4	$884k	-3%	2.5k	350.53	View chart
Arista Networks Stock (ANET)	0.4	$871k		7.0k	124.85	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.4	$862k	-11%	36k	24.16	View chart
T-mobile Us Stock (TMUS)	0.4	$856k	-20%	4.2k	204.25	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.4	$824k	+7%	5.0k	164.43	View chart
Cisco Sys Stock (CSCO)	0.4	$817k		11k	77.93	View chart
Motorola Solutions Stock (MSI)	0.4	$794k	-2%	1.8k	434.13	View chart
Analog Devices Stock (ADI)	0.4	$755k		2.4k	320.64	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$749k	-4%	1.2k	617.85	View chart
Marathon Pete Corp Stock (MPC)	0.4	$738k	-2%	3.1k	238.19	View chart
Fortinet Stock (FTNT)	0.4	$729k	+2%	9.0k	81.15	View chart
Snowflake Stock (SNOW)	0.4	$721k		4.7k	153.12	View chart
Palo Alto Networks Stock (PANW)	0.4	$720k	+3%	4.5k	160.67	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$715k	+67%	28k	25.19	View chart
Parker-hannifin Corp Stock (PH)	0.4	$708k	-6%	769.00	920.33	View chart
Booking Holdings Stock (BKNG)	0.3	$689k	-9%	165.00	4173.33	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$677k		21k	33.04	View chart
Ishares Ibonds 2029 Term High Yield And Income Etf Etf (IBHI)	0.3	$672k	+19%	29k	23.18	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$663k		22k	30.62	View chart
Advanced Micro Devices Stock (AMD)	0.3	$660k	+15%	3.1k	210.21	View chart
Morgan Stanley Stock (MS)	0.3	$654k		3.9k	166.19	View chart
International Business Machs Stock (IBM)	0.3	$650k	+4%	2.7k	243.17	View chart
Cencora Stock (COR)	0.3	$631k	-5%	2.0k	317.63	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$621k	-2%	12k	50.46	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$616k	-2%	4.2k	147.72	View chart
Valero Energy Corp Stock (VLO)	0.3	$588k	+17%	2.4k	241.50	View chart
Eaton Corp Stock (ETN)	0.3	$588k		1.6k	365.56	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$582k	+2%	20k	29.35	View chart
Goldman Sachs Group Stock (GS)	0.3	$571k		664.00	860.33	View chart
Ishares Ibonds 2031 Term High Yield And Income Etf Etf (IBHK)	0.3	$530k	+31%	21k	25.38	View chart
Honeywell Intl Stock (HON)	0.3	$526k	-25%	2.3k	228.21	View chart
Ishares Ibonds 2030 Term High Yield And Income Etf Etf (IBHJ)	0.3	$526k	+33%	20k	26.15	View chart
Emcor Group Stock (EME)	0.3	$523k		688.00	759.55	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$522k	+106%	901.00	579.34	View chart
Merck & Co Stock (MRK)	0.3	$522k		4.3k	120.85	View chart
Abbott Laboratories Stock (ABT)	0.3	$517k	-5%	5.1k	102.38	View chart
Cintas Corp Stock (CTAS)	0.3	$515k		3.0k	172.04	View chart
Nextera Energy Stock (NEE)	0.3	$502k		5.4k	92.86	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.3	$500k	+43%	23k	21.99	View chart
Verizon Communications Stock (VZ)	0.2	$497k		10k	49.39	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Etf (IBHH)	0.2	$495k	+34%	21k	23.37	View chart
Wec Energy Group Stock (WEC)	0.2	$476k		4.1k	116.18	View chart
Rtx Corporation Stock (RTX)	0.2	$466k	+27%	2.4k	194.70	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$464k		9.4k	49.27	View chart
Oracle Corp Stock (ORCL)	0.2	$430k		3.0k	145.25	View chart
Southern Stock (SO)	0.2	$425k		4.4k	96.95	View chart
Tjx Cos Stock (TJX)	0.2	$425k		2.6k	162.06	View chart
At&t Stock (T)	0.2	$411k		15k	28.31	View chart
Intel Corp Stock (INTC)	0.2	$411k		8.6k	48.03	View chart
Emerson Elec Stock (EMR)	0.2	$401k		3.0k	132.37	View chart
American Tower Corp Reit (AMT)	0.2	$398k		2.3k	171.04	View chart
Defiance Quantum Etf Etf (QTUM)	0.2	$393k	+19%	3.6k	109.30	View chart
Texas Instrs Stock (TXN)	0.2	$388k		2.0k	196.28	View chart
Target Corp Stock (TGT)	0.2	$374k	+2%	3.1k	120.45	View chart
Conocophillips Stock (COP)	0.2	$372k	-4%	2.9k	128.37	View chart
Automatic Data Processing Stock (ADP)	0.2	$366k		1.8k	201.24	View chart
Welltower Reit (WELL)	0.2	$366k		1.8k	198.81	View chart
Cummins Stock (CMI)	0.2	$366k		665.00	549.93	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$363k		1.9k	192.77	View chart
Johnson & Johnson Stock (JNJ)	0.2	$361k	+2%	1.5k	244.18	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.2	$360k		3.0k	120.97	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.2	$359k	+33%	5.3k	67.90	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$354k		500.00	707.26	View chart
Celestica Stock (CLS)	0.2	$341k	-3%	1.2k	288.73	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$341k		5.8k	58.97	View chart
Packaging Corp Amer Stock (PKG)	0.2	$335k		1.6k	211.21	View chart
Ishares Ibonds 2032 Term High Yield And Income Etf Etf (IBHL)	0.2	$333k	+63%	13k	25.19	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$333k		2.5k	134.91	View chart
Brown & Brown Stock (BRO)	0.2	$326k		5.1k	64.39	View chart
Dominion Energy Stock (D)	0.2	$319k		5.1k	62.06	View chart
Gilead Sciences Stock (GILD)	0.2	$308k	+7%	2.2k	140.29	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.2	$304k	-10%	13k	22.83	View chart
Ecolab Stock (ECL)	0.2	$302k		1.1k	269.64	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.2	$301k	-35%	7.4k	40.95	View chart
Abbvie Stock (ABBV)	0.1	$296k	-8%	1.4k	215.05	View chart
Barrick Mng Corp Stock (B)	0.1	$292k		6.9k	42.20	View chart
Fastenal Stock (FAST)	0.1	$292k		6.3k	46.63	View chart
Amgen Stock (AMGN)	0.1	$289k	-7%	818.00	353.12	View chart
Realty Income Corp Reit (O)	0.1	$279k		4.5k	61.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$278k	+5%	1.4k	197.06	View chart
Argan Stock (AGX)	0.1	$274k		479.00	571.38	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$271k	+3%	3.5k	77.13	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$270k	+3%	8.6k	31.25	View chart
Consolidated Edison Stock (ED)	0.1	$269k		2.4k	113.90	View chart
Tesla Stock (TSLA)	0.1	$266k	+16%	697.00	381.26	View chart
Lam Research Corp Stock (LRCX)	0.1	$263k		1.2k	222.06	View chart
Qualcomm Stock (QCOM)	0.1	$260k	-33%	2.0k	127.31	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$253k		2.6k	97.59	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$249k		728.00	341.49	View chart
Disney Walt Stock (DIS)	0.1	$248k	+2%	2.6k	96.57	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$248k	+200%	1.2k	211.44	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$245k	+12%	4.0k	61.72	View chart
Commerce Bancshares Stock (CBSH)	0.1	$245k		5.0k	49.28	View chart
Phillips 66 Stock (PSX)	0.1	$241k		1.4k	175.58	View chart
Innovator Equity Defined Protection Etf - 2 Yr To January 2028 Etf (AJAN)	0.1	$235k		8.5k	27.67	View chart
Paychex Stock (PAYX)	0.1	$232k	-70%	2.6k	90.91	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$228k		794.00	287.01	View chart
Air Products And Chemicals Stock (APD)	0.1	$227k		785.00	289.31	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$224k	+13%	1.1k	196.62	View chart
Duke Energy Corp Stock (DUK)	0.1	$223k	-2%	1.7k	130.89	View chart
Simon Ppty Group Reit (SPG)	0.1	$223k		1.2k	188.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$220k	-31%	459.00	478.50	View chart
Illinois Tool Wks Stock (ITW)	0.1	$214k		821.00	260.65	View chart
Altria Group Stock (MO)	0.1	$211k		3.2k	65.48	View chart
Ventas Reit (VTR)	0.1	$206k		2.5k	82.01	View chart
Spdr Gold Shares Etf (GLD)	0.1	$205k		467.00	437.82	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$204k	-2%	7.9k	25.76	View chart
Sysco Corp Stock (SYY)	0.1	$202k		2.8k	72.16	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$201k	+27%	772.00	259.95	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$200k	-4%	866.00	230.92	View chart
American Express Stock (AXP)	0.1	$198k	+6%	658.00	301.51	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$197k		2.0k	99.21	View chart
Mckesson Corp Stock (MCK)	0.1	$195k	+117%	224.00	872.33	View chart
Coca Cola Stock (KO)	0.1	$194k	-5%	2.6k	76.09	View chart
Cvs Health Corp Stock (CVS)	0.1	$190k		2.6k	72.48	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$189k		1.0k	181.35	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$179k		297.00	602.30	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$176k		1.8k	97.93	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$174k	+239%	805.00	215.63	View chart
Procter & Gamble Stock (PG)	0.1	$172k	-63%	1.2k	144.15	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$172k		518.00	332.18	View chart
Ge Vernova Stock (GEV)	0.1	$170k		190.00	894.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$170k	+8%	5.6k	30.51	View chart
Boeing Stock (BA)	0.1	$166k		800.00	207.33	View chart
Starbucks Corp Stock (SBUX)	0.1	$165k		1.8k	90.43	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$164k	-8%	2.0k	81.47	View chart
Boston Scientific Corp Stock (BSX)	0.1	$162k	-5%	2.6k	62.00	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$161k		767.00	210.08	View chart
Ww Grainger Stock (GWW)	0.1	$161k		145.00	1109.02	View chart
Aes Corp Stock (AES)	0.1	$155k		11k	14.20	View chart
3M Stock (MMM)	0.1	$154k		1.1k	145.28	View chart
Edison Intl Stock (EIX)	0.1	$153k		2.1k	73.57	View chart
Kla Corp Stock (KLAC)	0.1	$146k	NEW	96.00	1519.86	View chart
Factset Resh Sys Stock (FDS)	0.1	$145k		645.00	224.71	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$143k	NEW	1.5k	96.71	View chart
Union Pac Corp Stock (UNP)	0.1	$143k		589.00	243.21	View chart
Assurant Stock (AIZ)	0.1	$143k		661.00	216.33	View chart
Cameco Corp Stock (CCJ)	0.1	$141k	+8%	1.3k	111.13	View chart
Flex Ltd Ord Stock (FLEX)	0.1	$139k	-15%	2.0k	68.24	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$133k	+4%	1.7k	78.44	View chart
New Jersey Res Corp Stock (NJR)	0.1	$131k		2.4k	54.99	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$129k		829.00	155.72	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$129k		356.00	362.31	View chart
Philip Morris Intl Stock (PM)	0.1	$123k		779.00	157.23	View chart
Pan Amern Silver Corp Stock (PAAS)	0.1	$122k	+27%	2.2k	55.58	View chart
Aptargroup Stock (ATR)	0.1	$122k		960.00	126.70	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$120k		4.7k	25.55	View chart
Ppg Inds Stock (PPG)	0.1	$118k		1.1k	106.50	View chart
General Mills Stock (GIS)	0.1	$117k		3.1k	37.21	View chart
Jabil Stock (JBL)	0.1	$116k		427.00	271.96	View chart
Moderna Stock (MRNA)	0.1	$114k		2.3k	50.03	View chart
Microchip Technology Stock (MCHP)	0.1	$113k		1.7k	65.36	View chart
Pepsico Stock (PEP)	0.1	$112k	-64%	721.00	154.66	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$110k	NEW	1.7k	64.74	View chart
Nike Inc Cl B Stock (NKE)	0.1	$109k	+3%	2.4k	44.62	View chart
Devon Energy Corp Stock (DVN)	0.1	$109k	+10090%	2.2k	48.60	View chart
Novartis Adr (NVS)	0.1	$108k		693.00	155.08	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$103k	-2%	656.00	156.22	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$98k	-3%	3.5k	28.05	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$96k	+4%	2.0k	48.37	View chart
Western Digital Corp Stock (WDC)	0.0	$95k	NEW	318.00	297.74	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$93k	NEW	219.00	423.12	View chart
Sandisk Corp Stock (SNDK)	0.0	$92k	NEW	133.00	692.73	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.0	$89k		292.00	304.86	View chart
Royal Bk Cda Stock (RY)	0.0	$88k		536.00	163.42	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$87k		3.5k	24.81	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$87k	-8%	944.00	92.43	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$87k	+228%	1.6k	53.05	View chart
Deere & Co Stock (DE)	0.0	$86k		150.00	571.65	View chart
Newmont Corp Stock (NEM)	0.0	$86k		751.00	113.86	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$85k	+30%	218.00	391.97	View chart
Royal Gold Stock (RGLD)	0.0	$85k		322.00	264.35	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$85k		3.6k	23.16	View chart
Southern Copper Corp Stock (SCCO)	0.0	$83k		465.00	177.95	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$83k	NEW	295.00	280.31	View chart
Nucor Corp Stock (NUE)	0.0	$79k	NEW	456.00	173.72	View chart
Nrg Energy Stock (NRG)	0.0	$77k	-21%	514.00	149.90	View chart
National Fuel Gas Stock (NFG)	0.0	$76k		823.00	92.87	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$76k		1.5k	50.04	View chart
Fortuna Mng Corp Stock (FSM)	0.0	$76k	-15%	7.3k	10.43	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$75k	-2%	360.00	209.50	View chart
Pfizer Stock (PFE)	0.0	$75k		2.6k	28.55	View chart
Elbit Sys Ltd Ord Stock (ESLT)	0.0	$74k		82.00	896.52	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$73k	+594%	118.00	621.79	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$73k		785.00	92.67	View chart
Smucker J M Stock (SJM)	0.0	$72k		758.00	95.46	View chart
Xcel Energy Stock (XEL)	0.0	$72k		899.00	79.74	View chart
Colgate Palmolive Stock (CL)	0.0	$71k		826.00	85.39	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.0	$70k		269.00	260.26	View chart
Eversource Energy Stock (ES)	0.0	$69k		994.00	69.63	View chart
Fedex Corp Stock (FDX)	0.0	$69k	-2%	191.00	359.82	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$69k		470.00	146.17	View chart
Csx Corp Stock (CSX)	0.0	$69k		1.7k	41.44	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$69k		104.00	660.05	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$69k		1.1k	64.33	View chart

Past Filings by Bullock Wealth Management Group

SEC 13F filings are viewable for Bullock Wealth Management Group going back to 2025

Bullock Wealth Management Group 2026 Q1 filed Sept. 10, 2026
Bullock Wealth Management Group 2025 Q4 filed Sept. 10, 2026

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