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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, VIG, QQQ, and represent 30.11% of Chris Bulman's stock portfolio.
Added to shares of these 10 stocks: QQQ, VOO, PSEP, PAUG, RDVY, SCHD, BIV, FICS, GMAR, SDVY.
Started 13 new stock positions in SDVY, XLI, FICS, Innovator Etfs Trust, BIV, UCON, RDVY, BJUL, UITB, AVEM. GMAR, GJUN, SCHD.
Reduced shares in these 10 stocks: BUFR, SPLG, VB, PJUN, YSEP, VIG, SPYG, PMAY, PFEB, PMAR.
Sold out of its positions in AGCO, AMC, T, ARKK, ARKQ, ARKG, ARKW, ARKF, ARKX, ABT.
Chris Bulman was a net seller of stock by $-6.4M.
Chris Bulman has $147M in assets under management (AUM), dropping by 0.46%.
Central Index Key (CIK): 0002032404

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Portfolio Holdings for Chris Bulman

Chris Bulman holds 113 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	8.0	$12M	-4%	319k	36.88	View chart
Apple (AAPL)	7.4	$11M		47k	233.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	5.9	$8.6M	-11%	288k	29.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.9	$7.2M	-5%	37k	198.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$5.8M	+25%	12k	488.05	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$5.7M	+9%	15k	383.95	View chart
Vanguard Index Fds Value Etf (VTV)	3.9	$5.7M	+10%	32k	174.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$5.2M	+8%	51k	101.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$4.4M	-14%	19k	237.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.6	$3.8M	+7%	39k	96.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	2.1	$3.1M		80k	38.37	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.0	$3.0M	+13%	28k	106.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	1.7	$2.5M	-16%	111k	22.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$2.5M	+6%	47k	52.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	1.5	$2.2M	+78%	58k	38.53	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.5	$2.2M	+7%	71k	30.83	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.4	$2.1M	+78%	56k	37.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.4	$2.0M	-4%	39k	50.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.3	$2.0M	+13%	39k	50.60	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.3	$1.9M	-3%	44k	43.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.3	$1.9M	-15%	53k	35.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.8M	+162%	3.3k	527.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.1	$1.6M	-13%	42k	38.95	View chart
Costco Wholesale Corporation (COST)	1.1	$1.6M		1.8k	886.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.1	$1.6M	-16%	43k	36.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.0	$1.5M	+34%	38k	40.48	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.9	$1.3M	-3%	43k	29.13	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.9	$1.3M	-3%	44k	28.41	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	+6%	10k	121.44	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.8	$1.2M	-3%	38k	32.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.8	$1.2M	+4%	32k	38.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.8	$1.2M	-3%	34k	34.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$1.2M	+13%	25k	46.74	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M	+5%	2.6k	430.29	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.7	$993k	-5%	16k	60.82	View chart
Tesla Motors (TSLA)	0.7	$969k	+3%	3.7k	261.59	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$947k	-49%	14k	67.51	View chart
Intuit (INTU)	0.6	$944k		1.5k	621.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$941k	-6%	10k	91.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.6	$856k	-25%	22k	39.25	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$798k	NEW	14k	59.21	View chart
Allstate Corporation (ALL)	0.5	$790k		4.2k	189.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$788k	NEW	9.3k	84.53	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$779k	-10%	22k	35.94	View chart
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)	0.5	$762k	-6%	23k	32.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$758k	+4%	1.3k	576.82	View chart
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)	0.5	$758k	-6%	23k	33.23	View chart
Northern Lts Fd Tr Iv Brookstone Value (BAMV)	0.5	$723k	-6%	23k	31.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$716k	NEW	9.1k	78.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.5	$698k	-4%	19k	36.92	View chart
Lowe's Companies (LOW)	0.5	$693k	+357%	2.6k	270.82	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.4	$654k	NEW	18k	37.48	View chart
Honeywell International (HON)	0.4	$597k		2.9k	206.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$596k	+27%	14k	41.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$576k	NEW	16k	36.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$563k		959.00	586.52	View chart
Union Pacific Corporation (UNP)	0.4	$559k	+2%	2.3k	246.51	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$544k	NEW	15k	36.38	View chart
Waste Connections (WCN)	0.3	$508k		2.8k	178.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$496k	-4%	6.9k	71.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$490k		854.00	573.76	View chart
Abbvie (ABBV)	0.3	$487k		2.5k	197.50	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$475k	-2%	11k	43.37	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.3	$443k	NEW	9.2k	47.93	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.3	$441k	+30%	15k	30.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$415k	+840%	8.4k	49.41	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$406k	-8%	10k	40.70	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.3	$391k	-40%	9.3k	41.96	View chart
Amazon (AMZN)	0.3	$378k	+46%	2.0k	186.31	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$362k	-52%	4.4k	82.94	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$352k	+328%	8.2k	42.78	View chart
Johnson & Johnson (JNJ)	0.2	$346k		2.1k	162.04	View chart
Wal-Mart Stores (WMT)	0.2	$343k	+5%	4.2k	80.76	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$330k	+423%	7.8k	42.12	View chart
Eli Lilly & Co. (LLY)	0.2	$327k	+36%	369.00	886.47	View chart
Cummins (CMI)	0.2	$327k		1.0k	323.82	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$315k		15k	20.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$313k		16k	19.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$312k		16k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$310k		15k	20.65	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$307k	-48%	5.8k	52.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$298k	NEW	4.6k	64.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$292k	+763%	5.8k	50.52	View chart
Meta Platforms Cl A (META)	0.2	$283k	+4%	495.00	572.44	View chart
Keysight Technologies (KEYS)	0.2	$275k		1.7k	158.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$270k	+171%	5.6k	48.56	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$268k	-43%	5.8k	46.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$268k	NEW	6.1k	43.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$267k	-46%	11k	25.04	View chart
Northern Lts Fd Tr Iv Brookstone Activ (BAMA)	0.2	$266k	-7%	8.7k	30.55	View chart
Northern Lts Fd Tr Iv Brookstone Oppor (BAMO)	0.2	$261k	-7%	8.7k	29.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$261k		4.2k	62.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$259k		2.2k	116.96	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$257k	-43%	12k	21.01	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.2	$252k	-3%	4.1k	61.04	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$252k	-3%	3.3k	76.70	View chart
Vanguard World Financials Etf (VFH)	0.2	$248k		2.3k	109.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$241k	+40%	4.0k	59.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$240k	NEW	6.8k	35.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$238k		1.6k	153.11	View chart
Northern Lts Fd Tr Iv Brookstone Yield (BAMY)	0.2	$237k	-6%	8.9k	26.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$235k		11k	21.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$233k	NEW	1.7k	135.44	View chart
Jacobs Engineering Group (J)	0.2	$232k		1.8k	130.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$228k		1.5k	154.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$222k	+21%	5.0k	44.72	View chart
Innovator Etfs Trust Equity Defined P	0.2	$221k	NEW	8.2k	26.78	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$220k	-44%	6.8k	32.54	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$219k	-38%	4.7k	46.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$217k	-44%	7.2k	30.20	View chart
American Express Company (AXP)	0.1	$209k	+12%	772.00	271.20	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$205k	NEW	8.2k	25.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$205k	+1823%	4.4k	46.51	View chart

Past Filings by Chris Bulman

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

Chris Bulman 2024 Q3 filed Oct. 22, 2024
Chris Bulman 2024 Q2 filed Aug. 6, 2024

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