Bison Wealth, LLC Incresed Positions 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
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
202K
+ 166.47%
$21.95 - $22.83 $4.43M - $4.61M
323K $7.1M
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
ICSH
Blackrock Ultra Short Term Bon

ETFs
21.9K
+ 32.07%
$50.35 - $50.69 $1.1M - $1.11M
90.3K $4.55M
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
+ 24.03%
$570.51 - $610.59 $862K - $923K
7.8K $4.59M
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.38K
+ 21.58%
$176.42 - $186.91 $597K - $632K
19.1K $3.39M
BALT
Innovator Etfs Tr
17.5K
+ 73.48%
$30.76 - $31.55 $537K - $551K
41.2K $1.3M
AVUV
American Centy ETF Tr Avantis

ETFs
4.44K
+ 71.33%
$94.37 - $106.41 $419K - $472K
10.7K $1.03M
IAU
Ishares Gold Trust

ETFs
7.38K
+ 78.51%
$48.37 - $52.65 $357K - $389K
16.8K $830K
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
CCJ
Cameco Corp

Energy
2.98K
+ 16.1%
$48.64 - $61.14 $145K - $182K
21.4K $1.1M
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
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
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.02%
$95.27 - $107.82 $191 - $216
9.88K $1.02M
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
PAYX
Paychex Inc

Industrials
117
+ 2.99%
$135.86 - $148.73 $15.9K - $17.4K
4.04K $565K
MTUM
Ishares Msci Usa Momentum Fact

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