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Chris Bulman Inc Top Holdings and 13F Report (2025)

About Chris Bulman Inc

Investment Activity

  • Chris Bulman Inc has $175.43 million in total holdings as of June 30, 2025.
  • Chris Bulman Inc owns shares of 120 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 22.23% of the portfolio was purchased this quarter.
  • About 17.62% of the portfolio was sold this quarter.
  • This quarter, Chris Bulman Inc has purchased 121 new stocks and bought additional shares in 40 stocks.
  • Chris Bulman Inc sold shares of 48 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Invesco QQQ
$12,045,551
Apple
$9,837,929

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF
$3,846,423 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF
$2,938,589 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$498,043 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
8,270 shares (about $4.70M)
Invesco QQQ
7,004 shares (about $3.86M)
iShares Core MSCI EAFE ETF
46,076 shares (about $3.85M)
iShares Core MSCI Emerging Markets ETF
48,952 shares (about $2.94M)

Largest Sales this Quarter

Innovator U.S. Equity Power Buffer ETF - June
131,961 shares (about $5.25M)
iShares Russell 2000 ETF
10,869 shares (about $2.35M)
FT Vest Laddered Buffer ETF
71,549 shares (about $2.28M)
Vanguard Growth ETF
876 shares (about $384.02K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChris Bulman Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$12,045,551$3,864,021 47.2%21,8346.9%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,919,875$4,697,782 90.0%17,4635.7%ETF
Apple Inc. stock logo
AAPL
Apple
$9,837,929$125,151 1.3%47,9515.6%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$6,798,013$2,275,258 -25.1%213,7743.9%ETF
Innovator U.S. Equity Power Buffer ETF - June stock logo
PJUN
Innovator U.S. Equity Power Buffer ETF - June
$6,170,235$5,246,769 -46.0%155,1873.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,985,591$192,800 -3.1%29,2453.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,978,167$384,020 -6.0%13,6373.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,820,458$59,739 -1.0%32,9323.3%ETF
FICS
First Trust International Developed Capital Strength ETF
$5,706,746$4,320,280 311.6%145,0083.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$5,350,383$2,765,287 107.0%85,2783.0%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,490,565$1,305,657 41.0%169,4552.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,387,132$394,586 9.9%18,5122.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,846,423$3,846,423 New Holding46,0762.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$3,667,235$2,390,081 187.1%53,5032.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,938,589$2,938,589 New Holding48,9521.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,809,998$2,345,405 -45.5%13,0221.6%Finance
Innovator U.S. Equity Power Buffer ETF - February stock logo
PFEB
Innovator U.S. Equity Power Buffer ETF - February
$2,786,131$24,706 0.9%73,3001.6%ETF
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$2,592,687$650,789 33.5%68,6111.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,575,137$97,613 -3.7%25,9591.5%Finance
BDEC
Innovator U.S. Equity Buffer ETF - December
$2,278,685$208,188 10.1%50,4581.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$2,113,948$156,006 8.0%59,9201.2%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$2,040,042$9,200 -0.4%49,8911.2%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$2,005,420$61,255 -3.0%50,1231.1%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,986,725$123,425 -5.8%39,1471.1%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$1,843,550$283,566 -13.3%44,6381.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,823,559$30,690 -1.7%1,8421.0%Retail/Wholesale
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,801,934$295,521 -14.1%56,1701.0%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$1,798,810$171,591 -8.7%44,4591.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,740,080$133,026 8.3%11,0141.0%Computer and Technology
Innovator MSCI EAFE Power Buffer ETF - April stock logo
IAPR
Innovator MSCI EAFE Power Buffer ETF - April
$1,732,588$487,080 39.1%59,2541.0%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$1,658,361$1,173,591 242.1%44,4720.9%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,648,571$40,926 -2.4%32,5480.9%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,591,547$86,696 5.8%20,5790.9%ETF
FIRST TR EXCHNG TRADED FD VI
$1,553,384$376,424 32.0%41,9890.9%FT VEST US EQT
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$1,463,904$191,893 15.1%34,6650.8%Transportation
Microsoft Corporation stock logo
MSFT
Microsoft
$1,456,335$115,890 8.6%2,9280.8%Computer and Technology
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$1,411,496$224,611 18.9%32,2630.8%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$1,385,897$1,385,897 New Holding35,5450.8%ETF
BMAR
Innovator U.S. Equity Buffer ETF - March
$1,321,004$277,913 26.6%26,9370.8%ETF
BFEB
Innovator U.S. Equity Buffer ETF - February
$1,249,217$2,099 -0.2%27,9780.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,248,878$57,504 4.8%3,9310.7%Auto/Tires/Trucks
Intuit Inc. stock logo
INTU
Intuit
$1,204,286$4,726 0.4%1,5290.7%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$1,175,882$108,792 -8.5%26,8160.7%ETF
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$1,132,038$1,132,038 New Holding28,9130.6%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$1,078,300$14,537 -1.3%24,4790.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,076,949$38,889 -3.5%23,5390.6%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$1,060,670$62,226 6.2%22,5340.6%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$906,761$41,281 4.8%18,4070.5%Manufacturing
INNOVATOR ETFS TRUST
$854,401$299,161 53.9%35,0430.5%EQUITY DEF PROTN
The Allstate Corporation stock logo
ALL
Allstate
$838,6570.0%4,1660.5%Finance
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$821,266$277,075 -25.2%20,7810.5%ETF
NORTHERN LTS FD TR IV
$802,912$22,711 -2.8%22,1310.5%BROOKSTONE GRWTH
NORTHERN LTS FD TR IV
$730,287$19,716 -2.6%22,9650.4%BROOKSTONE VALUE
NORTHERN LTS FD TR IV
$717,761$14,457 -2.0%23,2360.4%BROOKSTONE DIVID
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$659,3010.0%9940.4%ETF
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$637,338$6,738 1.1%16,3630.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$594,982$199,684 -25.1%8,1850.3%ETF
BAPR
Innovator U.S. Equity Buffer ETF - April
$594,490$337,281 131.1%13,1560.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$559,154$4,325 -0.8%9050.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$534,413$86,362 19.3%7240.3%Computer and Technology
iShares AAA CLO Active ETF stock logo
CLOA
iShares AAA CLO Active ETF
$521,433$33,592 -6.1%10,0430.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$510,710$92,358 22.1%2,3280.3%Retail/Wholesale
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$498,043$498,043 New Holding8,4730.3%ETF
BJAN
Innovator U.S. Equity Buffer ETF - January
$476,481$2,160 -0.5%9,4870.3%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$470,943$150,881 47.1%18,4250.3%ETF
VanEck CLO ETF stock logo
CLOI
VanEck CLO ETF
$468,694$19,167 -3.9%8,8520.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$457,603$106,795 -18.9%7370.3%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$451,264$12,271 2.8%18,1300.3%ETF
INNOVATOR ETFS TRUST
$433,841$433,841 New Holding17,3190.2%EQUITY DEFINED P
Walmart Inc. stock logo
WMT
Walmart
$426,365$2,249 -0.5%4,3600.2%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$425,978$4,047 -0.9%13,2620.2%VEST US EQUITY M
AbbVie Inc. stock logo
ABBV
AbbVie
$418,208$68,680 -14.1%2,2530.2%Medical
Waste Connections, Inc. stock logo
WCN
Waste Connections
$404,996$125,289 -23.6%2,1690.2%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$392,869$111,317 -22.1%1,6870.2%Multi-Sector Conglomerates
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$379,8310.0%1,7120.2%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$374,744$374,744 New Holding2,7490.2%CL A
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$356,416$47,574 -11.8%4570.2%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$354,360$8,261 2.4%3,7750.2%ETF
FT Vest U.S. Equity Buffer ETF - February stock logo
FFEB
FT Vest U.S. Equity Buffer ETF - February
$329,192$37,631 -10.3%6,2810.2%ETF
Cummins Inc. stock logo
CMI
Cummins
$328,261$328 0.1%1,0020.2%Auto/Tires/Trucks
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$326,375$65,294 -16.7%3,4240.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$326,181$326,181 New Holding1,8510.2%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$325,067$325,067 New Holding5,7180.2%ETF
INNOVATOR ETFS TRUST
$310,8840.0%11,0360.2%EQUITY DEFINED P
INNOVATOR ETFS TRUST
$298,9810.0%11,5020.2%EQUITY DEFIN 1YR
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$290,227$41,707 16.8%2,6930.2%Energy
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$286,9340.0%2,2540.2%ETF
XSEP
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
$285,601$2,732,641 -90.5%7,0330.2%ETF
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$280,5580.0%1,7120.2%Computer and Technology
UJAN
Innovator U.S. Equity Ultra Buffer ETF - January
$279,606$279,606 New Holding6,9120.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$278,547$278,547 New Holding9160.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$277,676$29,472 -9.6%4,8710.2%ETF
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$275,120$4,926 1.8%7,3170.2%ETF
NORTHERN LTS FD TR IV
$273,352$8,909 -3.2%8,5600.2%BROOKSTONE ACTIV
NORTHERN LTS FD TR IV
$267,623$7,861 -2.9%8,5790.2%BROOKSTONE OPPOR
NORTHERN LTS FD TR IV
$266,456$5,787 -2.1%9,8070.2%BROOKSTONE YIELD
AT&T Inc. stock logo
T
AT&T
$263,622$40,025 17.9%9,1090.2%Computer and Technology
American Express Company stock logo
AXP
American Express
$262,223$22,968 9.6%8220.1%Finance
UFEB
Innovator U.S. Equity Ultra Buffer ETF - February
$261,928$204,149 -43.8%7,6340.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$261,3530.0%4,2140.1%ETF

Showing largest 100 holdings. View all holdings.
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