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

About Chris Bulman Inc

Investment Activity

  • Chris Bulman Inc has $158.38 million in total holdings as of March 31, 2025.
  • Chris Bulman Inc owns shares of 121 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 10.31% of the portfolio was purchased this quarter.
  • About 6.04% of the portfolio was sold this quarter.
  • This quarter, Chris Bulman Inc has purchased 123 new stocks and bought additional shares in 41 stocks.
  • Chris Bulman Inc sold shares of 53 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

233051200 - Xtrackers MSCI EAFE Hedged Equity ETF
$1,174,686 Holding
45782C433 - Innovator U.S. Equity Buffer ETF - February
$1,163,884 Holding
45782C391 - Innovator U.S. Equity Buffer ETF - March
$968,566 Holding
45784N775 - INNOVATOR ETFS TRUST
$538,809 Holding
45782C409 - Innovator U.S. Equity Buffer ETF - January
$444,404 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
3,260 shares (about $1.68M)
Schwab US Dividend Equity ETF
47,893 shares (about $1.34M)
Invesco QQQ
2,509 shares (about $1.18M)
Xtrackers MSCI EAFE Hedged Equity ETF
27,129 shares (about $1.17M)

Largest Sales this Quarter

iShares MSCI USA Min Vol Factor ETF
6,340 shares (about $593.80K)
Innovator U.S. Equity Power Buffer ETF - June
12,525 shares (about $463.55K)
Vanguard Dividend Appreciation ETF
1,325 shares (about $257.03K)

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
Innovator U.S. Equity Power Buffer ETF - June stock logo
PJUN
Innovator U.S. Equity Power Buffer ETF - June
$10,627,347$463,550 -4.2%287,1486.7%ETF
Apple Inc. stock logo
AAPL
Apple
$10,515,929$107,512 1.0%47,3416.6%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$8,471,240$100,293 -1.2%285,3235.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,953,918$1,176,492 20.4%14,8304.4%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,855,887$257,033 -4.2%30,1873.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,747,127$244,430 -4.1%33,2703.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,381,576$239,173 -4.3%14,5133.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,766,016$148,421 -3.0%23,8913.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,724,194$1,675,283 54.9%9,1933.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,735,811$125,067 -3.2%16,8472.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,360,373$1,339,088 66.2%120,1852.1%ETF
XSEP
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
$2,873,843$117,196 -3.9%74,3251.8%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,841,085$108,105 -3.7%27,8051.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,665,205$242,948 -8.4%26,9431.7%Finance
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,623,998$181,281 -6.5%29,8181.7%ETF
Innovator U.S. Equity Power Buffer ETF - February stock logo
PFEB
Innovator U.S. Equity Power Buffer ETF - February
$2,602,323$1,201,725 85.8%72,6501.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,411,996$964,260 66.6%41,2031.5%Manufacturing
YSEP
FT Vest International Equity Buffer ETF - September
$2,139,188$95,648 -4.3%94,1131.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$2,108,473$67,394 -3.1%41,5791.3%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$2,051,687$49,078 -2.3%65,3821.3%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$2,000,930$6,061 -0.3%51,5041.3%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$1,942,190$100,994 -4.9%51,6541.2%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$1,924,956$279,740 -12.7%50,1161.2%ETF
BDEC
Innovator U.S. Equity Buffer ETF - December
$1,919,005$56,003 -2.8%45,8481.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,859,192$756,300 68.6%55,4981.2%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$1,839,886$292,304 -13.7%48,7001.2%ETF
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$1,839,726$91,863 -4.8%51,3891.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,770,995$13,238 0.8%1,8731.1%Retail/Wholesale
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,689,835$150,766 -8.2%33,3561.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,489,927$373,592 33.5%19,4580.9%ETF
FICS
First Trust International Developed Capital Strength ETF
$1,290,824$195,144 -13.1%35,2300.8%ETF
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$1,202,876$331,738 38.1%30,1210.8%Transportation
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$1,177,446$14,669 -1.2%29,2970.7%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$1,174,686$1,174,686 New Holding27,1290.7%ETF
Innovator MSCI EAFE Power Buffer ETF - April stock logo
IAPR
Innovator MSCI EAFE Power Buffer ETF - April
$1,173,094$30,542 -2.5%42,5960.7%ETF
BFEB
Innovator U.S. Equity Buffer ETF - February
$1,163,884$1,163,884 New Holding28,0250.7%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$1,155,736$34,340 -2.9%36,1460.7%ETF
KJUL
Innovator U.S. Small Cap Power Buffer ETF - July
$1,150,337$35,376 -3.0%41,1340.7%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,121,144$466,797 71.3%18,6330.7%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,113,345$101,890 -8.4%24,3890.7%ETF
FIRST TR EXCHNG TRADED FD VI
$1,105,378$37,942 -3.3%31,8140.7%FT VEST US EQT
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,102,454$4,552 0.4%10,1720.7%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$1,034,418$21,811 -2.1%27,7920.7%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$1,028,829$429,422 71.6%24,8090.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,011,573$49,171 5.1%2,6950.6%Computer and Technology
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$995,673$304,682 44.1%21,2120.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$971,978$12,960 1.4%3,7500.6%Auto/Tires/Trucks
BMAR
Innovator U.S. Equity Buffer ETF - March
$968,566$968,566 New Holding21,2700.6%ETF
Intuit Inc. stock logo
INTU
Intuit
$935,107$11,052 1.2%1,5230.6%Computer and Technology
NJUL
Innovator Growth-100 Power Buffer ETF - July
$906,223$48,502 -5.1%15,0970.6%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$863,673$272,242 46.0%17,5690.5%Manufacturing
The Allstate Co. stock logo
ALL
Allstate
$862,6540.0%4,1660.5%Finance
NORTHERN LTS FD TR IV
$764,928$19,556 2.6%23,7040.5%BROOKSTONE DIVID
NORTHERN LTS FD TR IV
$736,279$22,165 3.1%23,5850.5%BROOKSTONE VALUE
NORTHERN LTS FD TR IV
$726,631$17,689 2.5%22,7570.5%BROOKSTONE GRWTH
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$718,910$132 0.0%10,9320.5%ETF
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$602,268$2,344 -0.4%16,1900.4%ETF
Waste Connections, Inc. stock logo
WCN
Waste Connections
$554,4110.0%2,8400.4%Business Services
iShares AAA CLO Active ETF stock logo
CLOA
iShares AAA CLO Active ETF
$553,528$19,625 -3.4%10,6900.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$549,634$29,336 5.6%2,6230.3%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$539,1260.0%9940.3%ETF
INNOVATOR ETFS TRUST
$538,809$538,809 New Holding22,7730.3%EQUITY DEF PROTN
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$510,767$220,827 -30.2%9090.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$510,164$8,391 1.7%9120.3%Finance
VanEck CLO ETF stock logo
CLOI
VanEck CLO ETF
$486,845$19,761 -3.9%9,2140.3%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$463,580$35,482 -7.1%13,0000.3%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$458,439$168,130 -26.8%2,1650.3%Multi-Sector Conglomerates
BJAN
Innovator U.S. Equity Buffer ETF - January
$444,404$444,404 New Holding9,5300.3%ETF
UFEB
Innovator U.S. Equity Ultra Buffer ETF - February
$439,986$93,348 26.9%13,5840.3%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$436,524$117,787 37.0%17,6370.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$428,002$143,769 50.6%5180.3%Medical
FIRST TR EXCHNG TRADED FD VI
$419,848$8,749 -2.0%13,3880.3%VEST US EQUITY M
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$399,279$35,683 9.8%1,7120.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$389,356$20,562 5.6%2,3480.2%Medical
Walmart Inc. stock logo
WMT
Walmart
$384,823$26,164 7.3%4,3830.2%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$362,799$16,361 -4.3%1,9070.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$349,870$64,556 22.6%6070.2%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$345,324$593,804 -63.2%3,6870.2%ETF
FT Vest U.S. Equity Buffer ETF - February stock logo
FFEB
FT Vest U.S. Equity Buffer ETF - February
$341,481$82,406 31.8%6,9990.2%ETF
BNOV
Innovator U.S. Equity Buffer ETF - November
$333,742$17,911 -5.1%8,7390.2%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$332,691$4,253 1.3%1,4080.2%Transportation
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$330,2400.0%4,1090.2%ETF
UAPR
Innovator U.S. Equity Ultra Buffer ETF - April
$324,489$16,453 -4.8%10,8670.2%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$319,186$11,725 -3.5%12,5220.2%ETF
Cummins Inc. stock logo
CMI
Cummins
$313,802$313 0.1%1,0010.2%Auto/Tires/Trucks
INNOVATOR ETFS TRUST
$299,848$299,848 New Holding11,0360.2%EQUITY DEFINED P
INNOVATOR ETFS TRUST
$289,2830.0%11,5020.2%EQUITY DEFIN 1YR
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$289,2800.0%6,4000.2%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$285,095$13,819 -4.6%6,1480.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$284,811$6,281 -2.2%5,5770.2%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$280,9120.0%11,2590.2%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$280,485$7,307 2.7%13,5500.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$274,289$274,289 New Holding2,3060.2%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$273,852$7,827 2.9%5,3880.2%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$269,2850.0%2,2540.2%ETF
BOCT
Innovator U.S. Equity Buffer ETF - October
$268,275$1,135 -0.4%6,3820.2%ETF
NORTHERN LTS FD TR IV
$263,756$6,147 2.4%8,8390.2%BROOKSTONE ACTIV
NORTHERN LTS FD TR IV
$263,526$32,033 13.8%10,0200.2%BROOKSTONE YIELD
CLOZ
Panagram BBB-B CLO ETF
$261,8740.0%9,8560.2%ETF
NORTHERN LTS FD TR IV
$259,896$5,945 2.3%8,8310.2%BROOKSTONE OPPOR

Showing largest 100 holdings. View all holdings.
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