CB
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Chris Bulman Inc13F | |
| Chris Bulman Inc | |
| Last update 2025-07-14 | 120 Stocks (21 new) |
| Value $175.00 Mil | Turnover 22 % |
Chris Bulman Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 21,834 | 12,045.5 | +47.23% | 6.870 | +2.20% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
VOO | Vanguard S&P 500 ETF | 17,463 | 9,919.9 | +89.96% | 5.650 | +2.68% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
AAPL | Apple Inc | 47,951 | 9,837.9 | +1.29% | 5.610 | +0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BUFR | FT Vest Laddered Buffer ETF | 213,774 | 6,798.0 | -25.08% | 3.880 | -1.34% | 0.100 | +13.05% | +5.51% | 7,005.5 | ||
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 155,187 | 6,170.2 | -45.96% | 3.520 | -3.08% | 0.850 | +12.47% | +6.72% | 755.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 29,245 | 5,985.6 | -3.12% | 3.410 | -0.12% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
VUG | Vanguard Growth ETF | 13,637 | 5,978.2 | -6.04% | 3.410 | -0.21% | 0.000 | +27.48% | +9.52% | 167,127.0 | ||
VTV | Vanguard Value ETF | 32,932 | 5,820.5 | -1.02% | 3.320 | -0.04% | 0.000 | +10.43% | +6.13% | 132,881.1 | ||
FICS |
First Trust International Developed Capital Strength ETF
First Trust International Developed Capital Strength ETF
| 145,008 | 5,706.8 | +311.60% | 3.250 | +2.46% | 2.540 | +5.22% | +16.47% | 221.9 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 85,278 | 5,350.4 | +106.97% | 3.050 | +1.58% | 0.040 | +15.73% | +7.40% | 15,206.2 |
Chris Bulman Inc's Historical Top Holdings Breakdowns
Chris Bulman Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 2025-06-30 | Reduce Reduce | -3.08% | 34.48 ($37.72) 39.76 | $40.04 | 6.15% | Reduce -45.96% | 155,187 | -131,961 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +2.68% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 89.96% | 17,463 | 8,270 | |
FICS |
First Trust International Developed Capital Strength ETF
First Trust International Developed Capital Strength ETF
| 2025-06-30 | Add Add | +2.46% | 33.47 ($38.47) 40.22 | $38.95 | 1.25% | Add 311.6% | 145,008 | 109,778 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +2.20% | 416.06 ($496.89) 551.64 | $561.26 | 12.95% | Add 47.23% | 21,834 | 7,004 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | New Buy New Buy | +2.19% | 67.83 ($79.31) 84.09 | $82.56 | 4.10% | New holding | 46,076 | 46,076 | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-06-30 | Sold Out Sold Out | -1.79% | 90.85 ($98.91) 102.31 | $102.50 | 3.63% | Sold Out | 0 | -27,805 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | New Buy New Buy | +1.68% | 47.74 ($55.77) 60.03 | $61.05 | 9.47% | New holding | 48,952 | 48,952 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Sold Out Sold Out | -1.66% | 76.53 ($87.73) 93.79 | $96.10 | 9.54% | Sold Out | 0 | -29,818 | |
XSEP |
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
| 2025-06-30 | Reduce Reduce | -1.64% | 36.03 ($39.07) 40.61 | $40.85 | 4.57% | Reduce -90.54% | 7,033 | -67,292 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-06-30 | Add Add | +1.58% | 51.6 ($58.81) 62.74 | $63.07 | 7.24% | Add 106.97% | 85,278 | 44,075 |
Chris Bulman Inc Total Holding History ($B)
Chris Bulman Inc's Asset Allocation
Chris Bulman Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Chris Bulman Inc's Hypothetical Growth since 2025-06-30
Chris Bulman Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Chris Bulman Inc's Holdings Heat Map
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Chris Bulman Inc's Holdings Bubble Chart
Chris Bulman Inc News
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