Long-term investor
Bullock Wealth Management Group @bullockwealthmanagementg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067581).
Record
- Tracked since 2025-09-30 (388 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +15.8% · 1 year n/a · all -0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 69374H105 · 13.3% · long · since 2025-09-30
- NVDA · 5.8% · long · since 2025-09-30
- 69374H303 · 4.3% · long · since 2025-09-30
- 69374H683 · 3.5% · long · since 2025-09-30
- 69374H204 · 2.6% · long · since 2025-09-30
- MSFT · 2.3% · long · since 2025-09-30
- 69374H881 · 2.1% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-09-30
- 46137V282 · 1.7% · long · since 2025-09-30
- LLY · 1.4% · long · since 2025-09-30
- AMZN · 1.3% · long · since 2025-09-30
- JPM · 1.2% · long · since 2025-09-30