Bison Wealth, LLC Purchases in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONON
On Holding Ag

Consumer Cyclical
2.44K
+ 35.65%
$46.3 - $59.54 $113K - $145K
9.29K $508K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
869
+ 39.59%
$209.89 - $233.24 $182K - $203K
3.06K $650K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.75K
+ 6.69%
$48.59 - $49.45 $134K - $136K
43.9K $2.16M
TJX
Tjx Companies Inc

Consumer Cyclical
955
+ 32.92%
$112.15 - $127.2 $107K - $121K
3.86K $465K
XLK
Technology Sector Spdr

ETFs
385
+ 8.98%
$220.26 - $241.44 $84.8K - $93K
4.67K $1.09M
XLY
Select Sector Spdr Consumer Di

ETFs
390
+ 34.54%
$194.8 - $239.43 $76K - $93.4K
1.52K $340K
DLR
Digital Realty Trust, Inc.

Real Estate
390
+ 17.23%
$156.46 - $195.69 $61K - $76.3K
2.65K $470K
IWD
Ishares Russell 1000 Val ETF

ETFs
502
+ 13.87%
$183.23 - $199.79 $92K - $100K
4.12K $762K
APH
Amphenol Corp

Technology
618
+ 8.32%
$62.07 - $75.35 $38.4K - $46.6K
8.04K $558K
TTD
Trade Desk, Inc.

Technology
485
+ 24.31%
$108.7 - $139.51 $52.7K - $67.7K
2.48K $291K
FSK
Fs Kkr Capital Corp

Financial Services
720
+ 3.39%
$19.71 - $22.22 $14.2K - $16K
21.9K $476K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
118
+ 4.99%
$417.69 - $450.94 $49.3K - $53.2K
2.48K $1.06M
XLV
Select Sector Spdr Fund Health

ETFs
589
+ 35.31%
$136.28 - $154.74 $80.3K - $91.1K
2.26K $310K
DIS
Walt Disney CO

Communication Services
8
+ 0.29%
$92.39 - $117.6 $739 - $941
2.74K $305K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.31%
$280.04 - $302.45 $4.76K - $5.14K
5.43K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
133
+ 4.41%
$201.32 - $217.44 $26.8K - $28.9K
3.15K $651K
PAYX
Paychex Inc

Industrials
117
+ 2.99%
$135.86 - $148.73 $15.9K - $17.4K
4.04K $565K
VTV
Vanguard Value ETF

ETFs
298
+ 10.67%
$168.32 - $181.87 $50.2K - $54.2K
3.09K $523K
XLF
Financial Sector Spdr

ETFs
210
+ 2.83%
$44.89 - $51.34 $9.43K - $10.8K
7.64K $369K
TLSA
Tiziana Life Sciences LTD

Healthcare
42.8K
New
$0.67 - $1.18 $28.7K - $50.5K
42.8K $29K
PH
Parker Hannifin Corp

Industrials
32
+ 4.46%
$621.74 - $709.46 $19.9K - $22.7K
749 $476K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$378.79 - $428.11 $379 - $428
830 $340K
IAT
Ishares Tr

ETFs
12
+ 0.18%
$46.07 - $56.9 $553 - $683
6.64K $334K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.13%
$89.66 - $102.16 $269 - $306
2.4K $232K
MMM
3 M CO

Industrials
255
+ 10.22%
$124.74 - $137.12 $31.8K - $35K
2.75K $355K
FISV
Fiserv Inc

Technology
116
+ 5.31%
N/A
2.3K $287K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.02%
$50.63 - $59.0 $50.6 - $59
4.38K $237K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1
+ 0.0%
$37.81 - $38.94 $37.8 - $38.9
21.6K $832K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
161
+ 2.62%
$61.68 - $67.87 $9.93K - $10.9K
6.3K $392K
HES
Hess Corp

Energy
153
+ 3.73%
$127.66 - $148.65 $19.5K - $22.7K
4.25K $565K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.54%
$1146.59 - $1270.6 $1.15K - $1.27K
186 $220K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
566
+ 1.3%
$7.22 - $8.05 $4.09K - $4.56K
44.2K $338K
XLI
Industrial Sector Spdr

ETFs
70
+ 3.58%
$131.76 - $143.99 $9.22K - $10.1K
2.03K $266K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.09%
N/A
1.07K $195K
Fidelity Wise Origin Bitcoin
18.5K
+ 118.66%
N/A
34.2K $0
Biohaven LTD
1.44K
+ 0.44%
N/A
332K $0
FSCO
Fs Cr Opportunities Corp Com
687
+ 1.96%
N/A
35.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.18K
+ 20.65%
N/A
18.6K $0
First Tr Exchng Traded Fd Vi
8.3K
New
N/A
8.3K $0
Blackrock Inc
1.05K
New
N/A
1.05K $0
Cava Group Inc
1.84K
New
N/A
1.84K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
55K
New
N/A
55K $0
First Tr Exchng Traded Fd Vi
3.34K
+ 32.17%
N/A
13.7K $0
Abacus Life Inc
50.8K
+ 492.01%
N/A
61.1K $0
Arista Networks Inc
2.27K
New
N/A
2.27K $0
Morgan Stanley ETF Trust
6.3K
New
N/A
6.3K $0
OVL
Listed Fds Tr Overlay Shs Larg
31.7K
+ 6.27%
N/A
537K $0
Ishares Bitcoin Trust ETF
59.2K
New
N/A
59.2K $0
Listed Fd Tr
201K
+ 77.93%
N/A
459K $0
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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