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Chris Bulman

Latest statistics and disclosures from Chris Bulman's latest quarterly 13F-HR filing:

Top 5 stock holdings are PJUN, AAPL, BUFR, QQQ, VIG, and represent 26.79% of Chris Bulman's stock portfolio.
Added to shares of these 10 stocks: VOO, SCHD, PFEB, QQQ, DBEF, BFEB, BMAR, RDVY, SDVY, Innovator Etfs Trust.
Started 13 new stock positions in BAMU, XOM, F, JAJL, BJAN, RTX, STZ, Innovator Etfs Trust, BFEB, T. DBEF, MCD, BMAR.
Reduced shares in these 10 stocks: USMV, SPLV, PJUN, BAUG, BSEP, BSCP, BSCR, BSCQ, BSCS, FJAN.
Sold out of its positions in GOOGL, FJAN, DJUN, FMAY, BSEP, BAUG, XMLV, SPLV, BSCT, BSCS. BSCR, BSCQ, BSCP, EFAV, JEPI.
Chris Bulman was a net buyer of stock by $6.8M.
Chris Bulman has $158M in assets under management (AUM), dropping by 1.08%.
Central Index Key (CIK): 0002032404

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Portfolio Holdings for Chris Bulman

Chris Bulman holds 121 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	6.7	$11M	-4%	287k	37.01	View chart
Apple (AAPL)	6.6	$11M		47k	222.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	5.3	$8.5M		285k	29.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.4	$7.0M	+20%	15k	468.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.7	$5.9M	-4%	30k	193.99	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$5.7M	-4%	33k	172.74	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$5.4M	-4%	15k	370.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.0	$4.8M	-3%	24k	199.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$4.7M	+54%	9.2k	513.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.4	$3.7M	-3%	17k	221.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$3.4M	+66%	120k	27.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	1.8	$2.9M	-3%	74k	38.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.8	$2.8M	-3%	28k	102.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$2.7M	-8%	27k	98.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$2.6M	-6%	30k	88.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.6	$2.6M	+85%	73k	35.82	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$2.4M	+66%	41k	58.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	1.4	$2.1M	-4%	94k	22.73	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$2.1M	-3%	42k	50.71	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.3	$2.1M	-2%	65k	31.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.3	$2.0M		52k	38.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.2	$1.9M	-4%	52k	37.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	1.2	$1.9M	-12%	50k	38.41	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.2	$1.9M	-2%	46k	41.86	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$1.9M	+68%	56k	33.50	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.2	$1.8M	-13%	49k	37.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.2	$1.8M	-4%	51k	35.80	View chart
Costco Wholesale Corporation (COST)	1.1	$1.8M		1.9k	945.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.1	$1.7M	-8%	33k	50.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.5M	+33%	20k	76.57	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.8	$1.3M	-13%	35k	36.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.8	$1.2M	+38%	30k	39.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.7	$1.2M		29k	40.19	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$1.2M	NEW	27k	43.30	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.7	$1.2M	-2%	43k	27.54	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.7	$1.2M	NEW	28k	41.53	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.7	$1.2M	-2%	36k	31.97	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.7	$1.2M	-2%	41k	27.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$1.1M	+71%	19k	60.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$1.1M	-8%	24k	45.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.7	$1.1M	-3%	32k	34.74	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M		10k	108.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.7	$1.0M	-2%	28k	37.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$1.0M	+71%	25k	41.47	View chart
Microsoft Corporation (MSFT)	0.6	$1.0M	+5%	2.7k	375.35	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.6	$996k	+44%	21k	46.94	View chart
Tesla Motors (TSLA)	0.6	$972k		3.8k	259.19	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.6	$969k	NEW	21k	45.54	View chart
Intuit (INTU)	0.6	$935k		1.5k	613.99	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.6	$906k	-5%	15k	60.03	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$864k	+46%	18k	49.16	View chart
Allstate Corporation (ALL)	0.5	$863k		4.2k	207.07	View chart
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)	0.5	$765k	+2%	24k	32.27	View chart
Northern Lts Fd Tr Iv Brookstone Value (BAMV)	0.5	$736k	+3%	24k	31.22	View chart
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)	0.5	$727k	+2%	23k	31.93	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$719k		11k	65.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$602k		16k	37.20	View chart
Waste Connections (WCN)	0.4	$554k		2.8k	195.22	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.3	$554k	-3%	11k	51.78	View chart
Abbvie (ABBV)	0.3	$550k	+5%	2.6k	209.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$539k		994.00	542.38	View chart
Innovator Etfs Trust Equity Def Protn	0.3	$539k	NEW	23k	23.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$511k	-30%	909.00	561.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$510k		912.00	559.39	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.3	$487k	-3%	9.2k	52.84	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$464k	-7%	13k	35.66	View chart
Honeywell International (HON)	0.3	$458k	-26%	2.2k	211.75	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$444k	NEW	9.5k	46.63	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$440k	+26%	14k	32.39	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$437k	+36%	18k	24.75	View chart
Eli Lilly & Co. (LLY)	0.3	$428k	+50%	518.00	826.26	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.3	$420k	-2%	13k	31.36	View chart
Lowe's Companies (LOW)	0.3	$399k	+9%	1.7k	233.22	View chart
Johnson & Johnson (JNJ)	0.2	$389k	+5%	2.3k	165.82	View chart
Wal-Mart Stores (WMT)	0.2	$385k	+7%	4.4k	87.80	View chart
Amazon (AMZN)	0.2	$363k	-4%	1.9k	190.25	View chart
Meta Platforms Cl A (META)	0.2	$350k	+22%	607.00	576.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$345k	-63%	3.7k	93.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$342k	+31%	7.0k	48.79	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$334k	-5%	8.7k	38.19	View chart
Union Pacific Corporation (UNP)	0.2	$333k		1.4k	236.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$330k		4.1k	80.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.2	$325k	-4%	11k	29.86	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.2	$319k	-3%	13k	25.49	View chart
Cummins (CMI)	0.2	$314k		1.0k	313.49	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.2	$300k	NEW	11k	27.17	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$289k		12k	25.15	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$289k		6.4k	45.20	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$285k	-4%	6.1k	46.37	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$285k	-2%	5.6k	51.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$281k		11k	24.95	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$281k	+2%	14k	20.70	View chart
Exxon Mobil Corporation (XOM)	0.2	$274k	NEW	2.3k	118.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$274k	+2%	5.4k	50.83	View chart
Vanguard World Financials Etf (VFH)	0.2	$269k		2.3k	119.47	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$268k		6.4k	42.04	View chart
Northern Lts Fd Tr Iv Brookstone Activ (BAMA)	0.2	$264k	+2%	8.8k	29.84	View chart
Northern Lts Fd Tr Iv Brookstone Yield (BAMY)	0.2	$264k	+13%	10k	26.30	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$262k		9.9k	26.57	View chart
Northern Lts Fd Tr Iv Brookstone Oppor (BAMO)	0.2	$260k	+2%	8.8k	29.43	View chart
Keysight Technologies (KEYS)	0.2	$256k		1.7k	149.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$253k	-17%	7.2k	35.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$246k		4.2k	58.35	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$242k	+19%	5.7k	42.47	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$237k	-7%	1.7k	139.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$231k	-3%	2.2k	104.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$230k	+7%	938.00	245.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$224k		7.9k	28.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$224k	-22%	4.5k	49.89	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$221k		8.2k	26.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$220k	NEW	1.7k	132.44	View chart
At&t (T)	0.1	$219k	NEW	7.7k	28.28	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$216k		1.5k	146.01	View chart
Jacobs Engineering Group (J)	0.1	$214k		1.8k	120.89	View chart
Constellation Brands Cl A (STZ)	0.1	$214k	NEW	1.2k	183.54	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$212k		1.6k	131.07	View chart
McDonald's Corporation (MCD)	0.1	$205k	NEW	658.00	312.19	View chart
Northern Lts Fd Tr Iv Brookstone Ultra (BAMU)	0.1	$202k	NEW	8.0k	25.29	View chart
American Express Company (AXP)	0.1	$202k	-8%	750.00	269.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$201k	-16%	377.00	532.58	View chart
Ford Motor Company (F)	0.1	$112k	NEW	11k	10.03	View chart

Past Filings by Chris Bulman

SEC 13F filings are viewable for Chris Bulman going back to 2024

Chris Bulman 2025 Q1 filed April 15, 2025
Chris Bulman 2024 Q4 filed Feb. 10, 2025
Chris Bulman 2024 Q3 filed Oct. 22, 2024
Chris Bulman 2024 Q2 filed Aug. 6, 2024

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