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Bullock Wealth Management Group - Portfolio Stock Holdings

Bullock Wealth Management Group disclosed 841 stock positions in a recent SEC 13F filing. $145,652,184 of stock holdings were filed, with the largest holdings including PTLC, NVDA, and MSFT. This filing represented positions held on March 31, 2024, and was filed on Sept. 24, 2026.

Report Period:

March 31, 2024

No. of Stocks:

841

Est. Stock Holding Value:

$145,652,184

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bullock Wealth Management Group

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Bullock Wealth Management Group

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.