Bison Wealth, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $579 Million distributed in 424 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.5M, Microsoft Corp with a value of $20M, Amazon Com Inc with a value of $14.3M, Invesco Qqq Trust, Series 1 with a value of $13.6M, and Jpmorgan Chase & CO with a value of $12M.

Examining the 13F form we can see an increase of $46.6M in the current position value, from $532M to 579M.

Below you can find more details about Bison Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $579 Million
ETFs: $219 Million
Technology: $92.1 Million
Financial Services: $67.9 Million
Healthcare: $37.7 Million
Consumer Cyclical: $37 Million
Industrials: $33.9 Million
Communication Services: $29.6 Million
Energy: $21.2 Million
Other: $39.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 424
  • Current Value $579 Million
  • Prior Value $532 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 33 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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