Bison Wealth, LLC Incresed Positions in Q3 2024

Bison Wealth, LLC

  • $561 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
95.2K
+ 835.64%
$98.91 - $134.91 $9.41M - $12.8M
107K $12.9M
SGOL
Abrdn Gold ETF Trust

ETFs
363K
+ 3168.58%
$22.26 - $25.51 $8.07M - $9.25M
374K $9.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.6K
+ 70.45%
$77.02 - $85.06 $4.2M - $4.64M
132K $11.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.3K
+ 54.47%
$91.42 - $91.82 $3.6M - $3.61M
112K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4.88K
+ 345.64%
$520.18 - $576.82 $2.54M - $2.81M
6.29K $3.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.2K
+ 954.4%
$162.64 - $179.3 $2.31M - $2.54M
15.7K $2.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.32K
+ 38.86%
$332.02 - $382.76 $1.77M - $2.04M
19K $7.14M
AVGO
Broadcom Inc.

Technology
27.7K
+ 1186.0%
$136.27 - $1745.86 $3.77M - $48.3M
30K $5.18M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
+ 11.54%
$488.01 - $604.18 $528K - $653K
10.4K $6.11M
HUM
Humana Inc

Healthcare
4.28K
+ 284.64%
$310.25 - $404.52 $1.33M - $1.73M
5.79K $1.83M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.2K
+ 88.15%
$50.52 - $50.95 $1.02M - $1.03M
43.1K $2.19M
META
Meta Platforms, Inc.

Communication Services
499
+ 5.07%
$453.41 - $572.44 $226K - $286K
10.3K $5.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 10.42%
$517.38 - $573.86 $519K - $576K
10.6K $6.1M
V
Visa Inc.

Financial Services
2.48K
+ 22.94%
$253.74 - $291.56 $629K - $722K
13.3K $3.65M
JBBB
Janus Detroit Str Tr Henderson

ETFs
16.4K
+ 65.88%
$48.27 - $49.33 $789K - $807K
41.2K $2.02M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
13.5K
+ 14.73%
$32.42 - $36.3 $438K - $490K
105K $3.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.91K
+ 124.45%
$105.53 - $118.34 $623K - $699K
10.7K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.86K
+ 24.2%
$51.29 - $56.57 $506K - $558K
50.6K $2.86M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
13.8K
+ 7.68%
$23.31 - $26.62 $322K - $368K
194K $5.12M
ABBV
Abb Vie Inc.

Healthcare
671
+ 3.59%
$163.84 - $199.33 $110K - $134K
19.3K $3.82M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.72K
+ 9.3%
$50.64 - $55.7 $289K - $318K
67.2K $3.74M
LOW
Lowes Companies Inc

Consumer Cyclical
297
+ 3.08%
$213.3 - $270.78 $63.4K - $80.4K
9.93K $2.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
806
+ 21.74%
$475.2 - $527.7 $383K - $425K
4.51K $2.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.1K
+ 285.85%
$217.89 - $392.15 $458K - $824K
2.84K $795K
ADP
Automatic Data Processing Inc

Industrials
1.5K
+ 100.47%
$233.44 - $279.45 $349K - $418K
2.98K $825K
MRK
Merck & Co., Inc.

Healthcare
6.4K
+ 25.08%
$111.15 - $128.97 $711K - $826K
31.9K $3.63M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.43K
+ 69.54%
$100.3 - $100.74 $444K - $446K
10.8K $1.09M
NEE
Nextera Energy Inc

Utilities
1.04K
+ 4.4%
$69.9 - $84.97 $72.6K - $88.2K
24.6K $2.08M
ORCL
Oracle Corp

Technology
121
+ 0.96%
$125.9 - $170.35 $15.2K - $20.6K
12.7K $2.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.83K
+ 114.02%
$117.9 - $128.2 $334K - $363K
5.31K $680K
IEFA
Ishares Tr

ETFs
3.92K
+ 32.7%
$70.09 - $78.74 $275K - $309K
15.9K $1.24M
WWD
Woodward, Inc.

Industrials
2.23K
+ 40.37%
$151.73 - $187.23 $339K - $418K
7.76K $1.33M
AVUV
American Centy ETF Tr Avantis

ETFs
3.65K
+ 141.63%
$88.24 - $99.7 $322K - $364K
6.22K $597K
AMD
Advanced Micro Devices Inc

Technology
2.14K
+ 32.69%
$128.67 - $183.96 $276K - $394K
8.69K $1.43M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.24K
+ 18.54%
$136.93 - $162.81 $170K - $202K
7.92K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
669
+ 9.6%
$175.14 - $206.36 $117K - $138K
7.64K $1.58M
SAP
Sap Se

Technology
490
+ 5.94%
$197.21 - $231.0 $96.6K - $113K
8.74K $2M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.56K
+ 76.11%
$173.36 - $189.8 $271K - $297K
3.62K $686K
SVOL
Simplify ETF Simplify Volatili

ETFs
15.2K
+ 32.0%
$20.05 - $22.81 $304K - $346K
62.6K $1.37M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
18K
+ 107.29%
$14.94 - $15.76 $269K - $284K
34.8K $548K
PNC
Pnc Financial Services Group, Inc.

Financial Services
959
+ 24.93%
$156.14 - $187.2 $150K - $180K
4.81K $888K
RTX
Raytheon Technologies Corp

Industrials
333
+ 2.96%
$99.55 - $123.34 $33.2K - $41.1K
11.6K $1.4M
BLK
Black Rock Inc.

Financial Services
129
+ 14.24%
$782.27 - $949.51 $101K - $122K
1.04K $982K
ALL
Allstate Corp

Financial Services
809
+ 24.26%
$158.43 - $192.86 $128K - $156K
4.14K $785K
ZTS
Zoetis Inc.

Healthcare
913
+ 27.48%
$172.58 - $196.48 $158K - $179K
4.24K $827K
SPGI
S&P Global Inc.

Financial Services
346
+ 36.85%
$446.32 - $527.38 $154K - $182K
1.29K $663K
ADBE
Adobe Inc.

Technology
568
+ 43.33%
$508.13 - $586.55 $289K - $333K
1.88K $972K
UPS
United Parcel Service Inc

Industrials
1.82K
+ 6.86%
$123.32 - $147.38 $224K - $267K
28.3K $3.85M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
1.27K
+ 0.83%
$6.41 - $8.69 $8.11K - $11K
153K $1.16M
Activity Summary
Buys All Purchases 187 New Holdings 74 Increased Positions 113 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 3 Puts 2
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