Bison Wealth, LLC Purchases in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
114K
+ 115.55%
$92.08 - $98.18 $10.5M - $11.2M
212K $19.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
194K
New
$23.29 - $23.93 $4.52M - $4.65M
194K $4.56M
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
202K
+ 166.47%
$21.95 - $22.83 $4.43M - $4.61M
323K $7.1M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
385K
New
$10.71 - $11.38 $4.12M - $4.38M
385K $4.24M
HYG
Ishares Tr

ETFs
43.7K
+ 1619.57%
$78.09 - $80.04 $3.41M - $3.5M
46.4K $3.65M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
81.6K
+ 146.54%
$33.52 - $35.17 $2.74M - $2.87M
137K $4.69M
TSLA
Tesla, Inc.

Consumer Cyclical
4.36K
+ 72.51%
$213.65 - $479.86 $931K - $2.09M
10.4K $4.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.89K
+ 20.45%
$370.24 - $418.94 $1.44M - $1.63M
22.9K $9.19M
MSTR
Microstrategy Inc

Technology
5.14K
+ 188.46%
$162.69 - $473.83 $837K - $2.44M
7.87K $2.28M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.4K
+ 161.19%
$100.16 - $100.7 $1.74M - $1.75M
28.2K $2.83M
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
+ 24.03%
$570.51 - $610.59 $862K - $923K
7.8K $4.59M
OVM
Listed Fds Tr Overlay Shares M

ETFs
45.3K
+ 111.13%
$21.71 - $22.73 $983K - $1.03M
86K $1.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
309K
+ 234.4%
$26.93 - $84.95 $8.33M - $26.3M
441K $12.1M
PLTR
Palantir Technologies Inc.

Technology
4.77K
+ 38.56%
$36.46 - $82.38 $174K - $393K
17.1K $1.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.3K
+ 25.78%
$174.22 - $187.62 $748K - $806K
21K $3.67M
GLD
Spdr Gold Trust

ETFs
2.6K
+ 77.82%
$236.59 - $257.5 $615K - $670K
5.94K $1.44M
FTNT
Fortinet, Inc.

Technology
6.19K
New
$76.49 - $99.21 $474K - $615K
6.19K $585K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.38K
+ 21.58%
$176.42 - $186.91 $597K - $632K
19.1K $3.39M
O
Realty Income Corp

Real Estate
10.7K
New
$51.76 - $64.71 $553K - $692K
10.7K $571K
BALT
Innovator Etfs Tr
17.5K
+ 73.48%
$30.76 - $31.55 $537K - $551K
41.2K $1.3M
MUB
Ishares National Muni Bond ETF

ETFs
4.85K
New
$105.78 - $108.7 $513K - $527K
4.85K $516K
AVUV
American Centy ETF Tr Avantis

ETFs
4.44K
+ 71.33%
$94.37 - $106.41 $419K - $472K
10.7K $1.03M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.87K
New
$198.04 - $221.51 $370K - $414K
1.87K $392K
IAU
Ishares Gold Trust

ETFs
7.38K
+ 78.51%
$48.37 - $52.65 $357K - $389K
16.8K $830K
CMS
Cms Energy Corp

Utilities
4.68K
New
$65.76 - $71.94 $308K - $337K
4.68K $312K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.24K
+ 14.49%
$50.62 - $50.97 $316K - $318K
49.3K $2.5M
PANW
Palo Alto Networks Inc

Technology
3.28K
+ 169.08%
$181.96 - $405.9 $596K - $1.33M
5.21K $948K
ADP
Automatic Data Processing Inc

Industrials
681
+ 22.83%
$280.08 - $307.97 $191K - $210K
3.66K $1.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
630
+ 0.44%
$66.77 - $71.52 $42.1K - $45.1K
143K $9.85M
UAL
United Airlines Holdings, Inc.

Industrials
2.53K
New
$55.62 - $102.44 $141K - $260K
2.53K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
845
New
$285.5 - $335.62 $241K - $284K
845 $245K
APP
App Lovin Corp

Technology
737
New
$130.67 - $401.5 $96.3K - $296K
737 $238K
SLB
Schlumberger Limited

Energy
6.22K
New
$36.83 - $45.59 $229K - $283K
6.22K $238K
SLV
I Shares Silver Trust

ETFs
9.05K
New
$26.33 - $31.74 $238K - $287K
9.05K $238K
RECS
Columbia ETF Tr I

ETFs
6.85K
New
$33.61 - $36.42 $230K - $249K
6.85K $237K
DDOG
Datadog, Inc.

Technology
1.6K
New
$113.98 - $168.65 $182K - $269K
1.6K $227K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$129.13 - $198.21 $159K - $243K
1.23K $227K
JEF
Jefferies Financial Group Inc.

Financial Services
2.86K
New
$61.95 - $81.75 $177K - $233K
2.86K $223K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.71K
New
$55.73 - $66.16 $207K - $245K
3.71K $223K
CCJ
Cameco Corp

Energy
2.98K
+ 16.1%
$48.64 - $61.14 $145K - $182K
21.4K $1.1M
KKR
Kkr & Co. Inc.

Financial Services
1.47K
New
$129.87 - $162.87 $191K - $240K
1.47K $217K
GILD
Gilead Sciences, Inc.

Healthcare
2.33K
New
$83.95 - $97.9 $195K - $228K
2.33K $215K
CINF
Cincinnati Financial Corp

Financial Services
1.46K
New
$132.86 - $160.16 $194K - $234K
1.46K $210K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
1.42K
New
$140.45 - $159.25 $199K - $226K
1.42K $209K
SEIC
Sei Investments CO

Financial Services
2.51K
New
$69.36 - $86.58 $174K - $217K
2.51K $207K
MELI
Mercadolibre Inc

Consumer Cyclical
121
New
$1666.0 - $2117.3 $202K - $256K
121 $205K
SOXX
Ishares Semiconductor ETF

ETFs
933
New
$211.27 - $239.8 $197K - $224K
933 $201K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
277
+ 6.14%
$521.84 - $558.82 $145K - $155K
4.79K $2.58M
CRM
Salesforce, Inc.

Technology
184
+ 8.98%
$270.87 - $367.87 $49.8K - $67.7K
2.23K $746K
Activity Summary
Buys All Purchases 128 New Holdings 32 Increased Positions 96 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 1 Puts 0
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